Monday, January 30, 2012

Laporan & Rumor Saham Indonesia 30-01 (Refresh)

IHSG sesi II 3,915.160 -71.2 pts/-1.78%
(High3,986.14 - Low3,896.40)
Hangseng 20,160.41 -1.66% 
STI Singapore 2,887.47 -0.98% 
Nikkei 8,793.05 -0.54%
Shanghai 2,285.04 -1.47%

Tot transaksi (reg) Rp.3,5 T
Asing netsell 773 M
USD-IDR 8980 - 8990
(Source IMQ & Yahoo Finance)

Saham naik. @48
Turun @224
Stagnant. @74

- ASII. 77100. -2300/2.92%
- BMRI. 6650. -200/2.92%
- SMGR. 10850. -450/3.98%

- MICE. 415. -10/2.35%
- BMRI. 6650. -200/2.92%
- GEMA. 420. +20/5%

- BUMI. @99M
- PTBA. @19M
- INCO. @14M

- BMRI. @231M
- SMGR. @151M
- ASII. @138M

Agenda Untuk Besok 31 Januari  BUMI CITRA PERMAI RIGHT ISSUE, RASIO 10:67 (250) CUM, Rupslb Bipp,  Employment cost index, S&P Case-Shiller home price index, Chicago PMI, consumer confidence, Florida GOP Primary vote; Earnings from ExxonMobil, Eli Lilly, Pfizer, UPS,, Broadcom

*DJ Gudang Garam Started At Buy, IDR75,000 Target - Nomura
*DJ Ace Hardware Indonesia Started At Buy, IDR4,700 Target - Nomura
*DJ Mitra Adiperkasa Started At Buy, IDR6,700 Target - Nomura
*DJ Mayora Started At Neutral, IDR16,500 Target - Nomura
*DJ Indofood CBP Sukses Started At Buy, IDR6,200 - Nomura
*DJ Kalbe Farma Started At Buy, IDR4,400 Target - Nomura
*DJ Indofood Sukses Started At Neutral, IDR5,300 Target - Nomura
*DJ Unilever Indonesia Started At Reduce, IDR17,200 Target - Nomura
*DJ Ramayana Lestari Started At Buy, IDR925 Target - Nomura
*DJ Indomobil Sukses Started At Buy, IDR19,000 - Nomura *DJ Astra International Started At Neutral, IDR82,000 Target -Nomura

1:52 PM 1/30 [Dow Jones] Barclays Capital says the Philippines' 3.7% economic growth in 2011 (within market expectation and Barclay's 3.8% forecast but off the government's already downgraded target of 4.5%-5.5%) and comments from Bangko Sentral ng Pilipinas Governor Amando Tetangco to keep policy "appropriately accommodative" underpin its expectation of a further rate cut. "Our base case remains that the BSP will cut interest rates by 25bps, to 4.0%, in 2Q to support growth against a backdrop of manageable inflation," says Prakriti Sofat, an economist at Barclays, "However, the acceleration in 4Q GDP and the uptick in the US ISM new orders index suggest that there is no urgency to cut rates." As for the USD/PHP, Barclays says it would be driven largely by global sentimen

*DJ Jasa Marga Expects 2011 Revenue Up 9.6% To IDR4.8 Tln - CFO

Doesn't look like its going a good start to the week. Sentiment on the weak side after disappointin 4Q GDP numbers out of the US and if people still look at this, Fitch downgrade of Spain, Belgium, Italy, Slovenia and Cyprus. Volumes starting to come through towards the end of the week and set to continue this week with foreign institutions continuing to be cautious and maintain their net selling stance. As of this morning, order book is even buy to sell. (CLSA –kz)

*DJ S&P Cuts PT Berlian Laju Tanker Tbk. Rtg To CC From B-; On Watch Neg

JAKARTA (Dow Jones)--Inflation in Indonesia likely continued to ease in January because of a high base of comparison in the previous year, economists said. Compared with the month prior, economists said the rise in consumer prices likely accelerated in January because of higher prices for basic food items. The consumer price index--Indonesia's primary gauge of inflation--likely increased 3.66% in January compared with the same month a year earlier, the median forecast of 11 regional economists polled by Dow Jones Newswires showed. The CPI rose 3.79% on year in December.
The median forecast of eight economists who made on-month projections was for growth of 0.76%, accelerating from December's 0.57% on-month rise.

Drastic fall in 3M T-Bill rate to impact BMRI most:  -9% on 2012 EPS
The drastic fall in yesterday's 3M Indo T-Bill (SPN) auction from 3.875% to 1.92% which is significantly below our base case of 4% will impact Mandiri most due to its large variable rate bond holding which yield is tied to this 3M T-Bill. Assuming the rate remains unchanged throughout 2012, impact to banks' 2012 earnings are as follow:
BMRI  -9.2%
BBNI -4.1%
BBCA - 1.4%
BDMN -1.1%
BBRI -0.4%
Salman Ali favors BRI (TP Rp7650), followed by BNI (TP Rp4550) and BMRI (TP Rp7650). 

Koreksi 71 Poin, IHSG Jatuh Paling Dalam di Asia

Koneksi Eror, Perdagangan Saham di BEI Sempat Terganggu

Konsolidasi Jangka Menengah, IHSG Terjun 1,59%

Seiring Regional, IHSG Melemah ke 3.915,16

GEMA Jadi Saham Teraktif Senin (30/1)

Jaringan Terganggu, BEI Investigasi Provider

Pemisahan Rekening Nasabah Tetap 1 Februari

Bergerak tak Wajar, BEI Awasi ERTX

JSMR Rencana Bangun Tol di Luar Jawa

Jasa Marga Incar Lahan di Jatim

KKGI Selesaikan JORC Batubara Seluas 500 Hektar

Obligasi Korporasi Makin Diminati Investor di 2012

Mengintip Pekerjaan Pertama para Milyuner dan CEO 'Besar'

Harga emas jatuh dari level tertinggi tujuh pekan

Meski CDS naik, harga obligasi terus mendaki

1st SESSION JCI on 30.01.2012
(By: Gita Adiwoso - D'Origin )

@3911.10 (-75.30 pts) (-1.88 %) (H:3986.14 ; L:3909.95 )
Value: 1.858 T (NG 238 B )    
Volume: 1.913 B. (NG 377 M  )
Foreign Nett Sell: 200 B        
USD/IDR: 8980 (On Shore)  
                    8997 (Off Shore)

JCI for today:
Support:      3890 ; 3858
Resistance:  3954 ; 3986

FINANCE (-1.85%). (454.510 B )
MANUFACTUR (-2.48%) (382.866 B )
INFRASTRUC. (-1.91%). (310.924 B )
MINING. (-1.29%). (310.924 B )
PROPERTY (-1.99%) (197.777 B )
TRADE. (-0.77%) (158.471 B )

BUMI. @ 2503 (41.38 B )
PTBA. @ 20157 (15.19 B )
BBRI. @ 6940 (8.87 B )
INCO. @ 3992 (8.77 B )
SSIA. @ 906. (8.36 B )
PGAS @ 3463 (5.50 B )

BMRI. @ 6726. (-98.87 B )
SMGR @ 11025 (52.20 B )
ASII. @ 78159 (29.99 B )
TLKM @ 6951. (28.35 B )
UNTR @ 27784 (27.51 B )
INTP. @ 17016. (24.15 B )

BMRI. @ 6650. (-2.92%)
SMGR @ 11000 (-2.65%)
TLKM @ 6850. (-2.14%)
ASII. @ 77450 (-2.45%)
BBRI. @ 6850. (-2.14%)
TRAM @ 950. (-3.06%)
BUMI. @ 2500 (-0.99%)
BBNI. @ 3625. (-2.02%)

ELTY. @ 136 (177.160 Lot)
ENRG. @ 199 (151.880 Lot)
LCGP. @ 96. (78.789 Lot)
TRAM @ 950(73.126 Lot)
MITI. @ 63. (62.902 Lot)
MDLN. @ 315 (58.233 Lot)
TRIL. @ 109 (51.345 Lot)
BULL. @ 83. (48.875 Lot)

Maybank Arranges $330.6 Million Debt Facility for PT Bajradaya

Sekawan Intipratama Gains to Record as Bourse Lifts Suspension

Asing Net Sell, IHSG Sesi I Ditutup Anjlok 1,88%. Foreign net sell Rp200,18 miliar.

Sesi I
Ramai-ramai Lepas Saham, IHSG Ambles 75 Poin

Saham Bank Beri Sinyal Bearish IHSG

Indofood Bangun Pabrik Susu Olahan Rp 1,2 Triliun

China Rencana Bangun Pasar Global Yuan

Jasa Marga Rombak Direksi dan Komisaris

Waduh! Utang RI Naik Jadi Rp 1.803 Triliun di 2011

Facebook Jual Saham di Bursa Mei 2012

Aneka Tambang, Timah, United Tractors: Indonesia Equity Preview

Bloomberg: Timah to Spend 1.6T Rupiah to Increase Tin Output, Kontan Says

Mandala Airlines to Get New License in February, Daily Reports

Indonesia Economy to Maintain ‘Upward Trajectory,��� Minister Says

United Tractors’ December Heavy Equipment Sales at 613 Units

Astra Agro Sells 6,000 Tons of Palm Oil in Auction

Rupiah Declines as Importers Buy Dollars, Foreigners Sell Stocks

Rubber Seen Driven by China Demand Recovery, StanChart Says

Rubber in Tokyo Climbs 0.4% to 317.6 Yen a Kilogram

Asian Stocks Fall Ahead of Europe Summit; Exporters Drop on U.S

FX: USD May Stay Bearish vs Asia Short Term: BOT-Mitsubishi UFJ

Bloomberg: Palm Oil Drops as Much as 0.7% to 3,114 Ringgit Per Metric Ton

Bloomberg: Mobius Says QE3 ‘Very Good’ for Emerging-Market Equities

Standard Chartered’s Bindra Sees Hong Kong Hyperinflation Risk

Emerging Stocks Set for Longest Run of Weekly Gains in 15 Months

Terseret Regional, IHSG Dibuka Turun 0,55%

Pertumbuhan Ekonomi AS Melambat, IHSG Terkoreksi 5 Poin

Inilah Saham Pilihan Senin (30/1)

Rekomendasi Saham
Laju IHSG Kembali Terganjal

Inilah Saham Berpotensi Melemah Hari Ini

KTT Uni Eropa Bakal Teken Dana Permanen Krisis?

Soal Perda Miras, Saham Industri Bir Tak Goyah

Laba Akhir Tahun MICE Naik 80%, Siap Menuju Rp800

GEMA Berpotensi Menuju Level Rp 750

Cermati Saham BULL

Asing Bidik Saham GZCO?

Naik 180%, BEI Suspensi Lagi Saham SQMI

Penjualan Alat Berat UNTR Capai 8.467 Unit

Trading Buy BMRI, BBRI dan SMCB

MAPI Hadirkan 7 Merek Baru pada 2011

Bapepam-LK Akan Atur Laporan Efek Beragun Aset

Anak usaha Indofood CBP bikin pabrik US$ 130 juta

5 Tips Mendiversifikasi Portofolio

Produk RDPT persiapan masuk ke pasar

Ini strategi ekspansi emiten ritel di Tahun Naga

Pasar SUN semarak, harga kian tinggi

TINS alokasikan Rp 1,6 triliun untuk beli kapal

CTRA cari lahan untuk bangun dua rumahsakit

KREN genjot pertumbuhan pendapatan 40% tahun ini

Lagi, Pefindo pangkas peringkat utang BLTA

Transaksi obligasi pemerintah naik 51% di 2011

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