Tuesday, January 31, 2012

Laporan & Rumor Saham Indonesia 31-01 (Refresh)



Meski Asing Net Sell, IHSG Naik 0,6% ke 3.941,69
http://pasarmodal.inilah.com/read/detail/1824950/meski-asing-net-sell-ihsg-naik-06-ke-394169

Ikuti Bursa Regional, IHSG Tambah 26 Poin
http://finance.detik.com/read/2012/01/31/161122/1830560/6/ikuti-bursa-regional-ihsg-tambah-26-poin

Tekanan Jual Tak Cukup Gempur IHSG ke Zona Merah
http://pasarmodal.inilah.com/read/detail/1824962/tekanan-jual-tak-cukup-gempur-ihsg-ke-zona-merah

Anak Usaha DOID Catat Produksi 34,7 Juta Ton
http://pasarmodal.inilah.com/read/detail/1824968/anak-usaha-doid-catat-produksi-347-juta-ton

SUGI Rencana Akuisisi Dua Blok Migas di 2012
http://pasarmodal.inilah.com/read/detail/1824953/sugi-rencana-akuisisi-dua-blok-migas-di-2012

Mandiri Pimpin Kredit Sindikasi US$650 jt ke ANTM
http://pasarmodal.inilah.com/read/detail/1824944/mandiri-pimpin-kredit-sindikasi-us650-jt-ke-antm

Kimia Farma Rencana Swap Saham dengan Bio Farma
http://pasarmodal.inilah.com/read/detail/1824918/kimia-farma-rencana-swap-saham-dengan-bio-farma



Bloomberg: Unilever Indonesia Drops to 4-Week Low After Rating Downgrade

Emerging Stocks to Perform ‘Very Well,’ JPMorgan’s Mowat Says

Indonesia Sells 1.32 Tln Rupiah of Islamic Debt, Beating Target 


1st SESSION JCI on 31.01.2012
(By: Gita Adiwoso - D'Origin )


@3915.63 (+0.47 pts) (+0.01 %)
(H:3940.74 ; L:3911.21 )
Value: 1.892 T (NG 173 B ) 
Volume: 2.794 B (NG 879 M  )
Foreign Nett Sell: 202 B      
USD/IDR: 8993 (On Shore)  
                    9010. (Off Shore)


JCI for today:
Support:      3908 ; 3878
Resistance:  3952 ; 3986


6 MARKET DRIVEN BY SECTOR
MANUFACTUR (+0.39%) (446.666 B )
FINANCE. (-0.27%) (421.711 B )
INFRASTRUC (-0.08%) (351.686 B )
TRADE. (+0.29%) (290.905 B )
MINING. (-0.29%) (231.664 B )
PROPERTY. (-0.16%) (123.525 B )


7 NETT BUY STOCKs BY FOREIGNers
JSMR @ 4341 (30.88 B )
ASII. @ 77896 (22.35 B )
PTBA. @ 20182 (15.74 B )
SMGR @ 11182 (8.96 B )
ASRI. @ 480 (6.82 B )
BBKP. @ 616 (6.23 B )
MAPI. @ 5736 (4.73 B )


7 NETT SELL STOCKs BY FOREIGNers
BMRI. @ 6686. (81.61 B )
BBRI. @ 6879. (54.34 B )
TLKM @ 6863. (42.67 B )
INTP. @ 16874 (35.02 B )
ITMG. @ 36851 (28.84 B )
UNTR @ 27987 (25.99 B )
BBCA. @ 7918. (19.55 B )


8 MOST ACTIVE STOCKsBY VALUE
ASII. @ 78100 (+1.29%)
BMRI. @ 6650. (0.00%)
BBRI. @ 6800. (-1.44%)
UNTR @ 28100 (+0.89%)
GEMA @ 360. (-14.28%)
JSMR @ 4375. (+3.55%)
TLKM @ 6850. (-0.72%)
SMGR @11150 (+2.76%)


8 MOST ACTIVE STOCKs BY VOLUME
GEMA @ 360 (199.857 Lot)
BIPI. @ 235 (143.882 Lot)
MITI. @ 70. (141.574 Lot)
BIPP. @ 79. (131.729 Lot)
APIC. @ 230 (120.614 Lot)
ELTY. @ 137. (106.856 Lot)
BIPI-W @ 86 (84.447 Lot)
KBRI. @ 65. (72.383 Lot)




RTRS-INDONESIA'S BANK TABUNGAN NEGARA PLANS TO HOLD RIGHTS  ISSUE TO SELL UP TO 14 PCT STAKE IN 2012-GOVT OFFICIAL

Sesi I
Bursa Asia Tancap Gas, IHSG Kurang Ngebut 
http://finance.detik.com/read/2012/01/31/120529/1830128/6/bursa-asia-tancap-gas-ihsg-kurang-ngebut

Utang BLTA Jatuh Tempo Capai US$418 Juta
http://pasarmodal.inilah.com/read/detail/1824824/utang-blta-jatuh-tempo-capai-us418-juta

Bank Sinarmas Rencana Rights Issue Q2-2012
http://pasarmodal.inilah.com/read/detail/1824829/bank-sinarmas-rencana-rights-issue-q2-2012

Rumor Asiariver menyebabkan saham DGIK melompat
http://investasi.kontan.co.id/news/rumor-asiariver-menyebabkan-saham-dgik-melompat

Penjualan 2011 capai target, saham UNTR positif
http://investasi.kontan.co.id/news/penjualan-2011-capai-target-saham-untr-positif

287 Ribu Rekening Investor Terancam Diblokir 
http://finance.detik.com/read/2012/01/31/111028/1830069/6/287-ribu-rekening-investor-terancam-diblokir

Bank Sentral Asia Ragukan Fed Jaga Bunga Rendah
http://pasarmodal.inilah.com/read/detail/1824811/bank-sentral-asia-ragukan-fed-jaga-bunga-rendah

Kreditor Swasta Yunani Bakal Rugi 70%?
http://pasarmodal.inilah.com/read/detail/1824818/kreditor-swasta-yunani-bakal-rugi-70


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, Amazon.com, Broadcom 

Unilever Indonesia Cut to Underperform vs Neutral at Macquarie

Asian Stocks Advance on Greek Debt Deal Talks, Japan Data

Garuda Indonesia to Invest 1.8T Rupiah in Citilink, Daily Says

Adira Dinamika Plans to Sell 3.5T Rupiah of Bonds, Bisnis Says

*FITCH: APAC LIQUIDITY STUDY SHOWS RELIANCE UPON DOMESTIC BANKIN

Rupiah Gains for Second Month as Rating Lifts Demand for Bonds

Duta Graha Gains Most in Five Months After Stake Purchase Report. Asia River Plans to Increase Stake in Duta Graha, Daily Reports

Daiwa Cuts Indonesia GDP Growth 2012 Forecast to 5.8% Y/y

Rubber Futures Gain as Much as 1.3% in Tokyo, Reversing Losses

Indonesia’s December Coal Exports Fall 3.9% to 28.4 Million Tons.     *INDONESIA 2011 COAL EXPORTS RISE 12.4% TO 312M TONS: MINISTRY

Laguna Cipta Plans to Sell New Shares to Enter Oil Business

*PALM OIL FALLS AS MUCH AS 0.5% TO 3,068 RINGGIT PER TON

Indonesia’s Sulfindo May Abandon Sale Plan on Insufficient Bids

IMF’s Singh Says He Doesn’t See a Hard Landing Likely in China 


Adira Dinamika, Garuda, Timah, Vale: Indonesia Equity Preview
http://www.bloomberg.com/news/2012-01-31/adira-dinamika-garuda-timah-vale-indonesia-equity-preview.html

Sentimen Regional Pacu IHSG Dibuka Naik 0,37%
http://pasarmodal.inilah.com/read/detail/1824784/sentimen-regional-pacu-ihsg-dibuka-naik-037

Inilah Saham Pendorong Rebound Indeks Hari Ini
http://pasarmodal.inilah.com/read/detail/1824768/inilah-saham-pendorong-rebound-indeks-hari-ini

Rekomendasi Saham
IHSG Masih Dibayangi Kelesuan 
http://finance.detik.com/read/2012/01/31/073614/1829917/6/ihsg-masih-dibayangi-kelesuan

Inilah Saham Pilihan Selasa (31/1)
http://pasarmodal.inilah.com/read/detail/1824705/inilah-saham-pilihan-selasa-311

FPNI Rencana Private Placement?
http://pasarmodal.inilah.com/read/detail/1824756/fpni-rencana-private-placement

Lahan bertambah, rezeki TBLA kian berlimpah
http://investasi.kontan.co.id/news/lahan-bertambah-rezeki-tbla-kian-berlimpah

Perusahaan Swedia Tawar Saham GEMA, Berpeluang ke Rp 750?
http://finance.detik.com/read/2012/01/31/090656/1829958/1014/perusahaan-swedia-tawar-saham-gema-berpeluang-ke-rp-750

Laguna Cipta Griya Lirik Bisnis Migas
http://pasarmodal.inilah.com/read/detail/1824713/laguna-cipta-griya-lirik-bisnis-migas

Izin SIUP Citilink kelar, saham GIAA diburu
http://investasi.kontan.co.id/news/spin-off-anak-usaha-kelar-saham-giaa-diburu

Naik 242,86%, BEI Kembali Suspensi Saham SIAP
http://pasarmodal.inilah.com/read/detail/1824776/naik-24286-bei-kembali-suspensi-saham-siap

HDFA Dibidik Bank Asing?
http://pasarmodal.inilah.com/read/detail/1824757/hdfa-dibidik-bank-asing

Bos Adira Stanley Setia Atmadja Mengundurkan Diri? 
http://finance.detik.com/read/2012/01/31/074516/1829921/6/bos-adira-stanley-setia-atmadja-mengundurkan-diri

MPPA akan lunasi utang obligasi senilai Rp 250 M
http://investasi.kontan.co.id/news/mppa-akan-lunasi-utang-obligasi-senilai-rp-250-m

Jangka Panjang, Saham Rokok Bakal Padam?
http://pasarmodal.inilah.com/read/detail/1824537/jangka-panjang-saham-rokok-bakal-padam

S&P Ingatkan Downgrade Rating Negara G20
http://pasarmodal.inilah.com/read/detail/1824794/sp-ingatkan-downgrade-rating-negara-g20

IMF: Risiko 'Hard Landing' China Turun
http://pasarmodal.inilah.com/read/detail/1824799/imf-risiko-hard-landing-china-turun

Belum Ada Tanda-tanda Market Crash
http://pasarmodal.inilah.com/read/detail/1824670/belum-ada-tanda-tanda-market-crash

Masalah Utang Yunani Masih Tekan Wall Street
http://pasarmodal.inilah.com/read/detail/1824755/masalah-utang-yunani-masih-tekan-wall-street

Sekitar 7 Broker Belum Penuhi MKBD
http://pasarmodal.inilah.com/read/detail/1824758/sekitar-7-broker-belum-penuhi-mkbd

Bapepam: Aturan MKBD Tetap Berlaku Besok
http://pasarmodal.inilah.com/read/detail/1824764/bapepam-aturan-mkbd-tetap-berlaku-besok

IMF: Bank di Asia 'Kebal' Krisis Eropa
http://finance.detik.com/read/2012/01/31/102526/1830010/5/imf-bank-di-asia-kebal-krisis-eropa

Rupiah kembali menguat di sepanjang Januari
http://investasi.kontan.co.id/news/rupiah-kembali-menguat-di-sepanjang-januari

Emas berpotensi mengukir rekor baru
http://investasi.kontan.co.id/news/emas-berpotensi-mengukir-rekor-baru

9:02 AM 1/31 Selamat Sempurna [ PDF ] Auto parts empire SMSM IJ / SMSM.JK | OUTPERFORM - Maintained | Share Price Rp1650 - Tgt. Rp1950 Auto Parts | - by Erwan TEGUH / Soegiarto HADI Our visit to the group’s main factories showed impressive vertical integration of auto-parts manufacturing. This should allow the group to capture production-supply margins, as well as ensure a stable and competitive supply of inputs for Selamat Sempurna. We maintain our DCF target price (WACC 13.4%) and OUTPERFORM rating. Catalysts remain a highly competitive operation, high ROEs and generous dividend payouts. Stock provides attractive exposure to the Indonesian heavy-equipment and auto sectors.

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