Laporan & Rumor Saham Indonesia 06-02 (Refresh)

2nd SESSION JCI on 06.02.2012
(By: Gita Adiwoso - D'Origin)

@ 3974.78(-41.16 pts) (-1.02 %)
(H:4040.08 ; L:3957.54)
Value: 6.199 T (NG 1.638 T )
Volume: 4.375 B (NG 704 M )
Foreign Nett Sell: 475  B
Incl. Crossing
PTRO @ 36000 ~ 1.043 T (F vs F)
SMGR @ 11400 ~ 99 B (F vs F)
USD/IDR: 8984 (On Shore)
                     8975 (Off Shore)

JCI for tomorrow:
Support:      3941 ; 3902
Resistance:  3997 ; 4025

6 MARKET DRIVEN BY SECTOR
MINING. (-0.71%) (1.719 T )
FINANCE. (-1.23%) (1.718 T )
MANUFACTUR (-1.47%) (979.753 B )
INFRASTRUC. (-0.51%) (628.342 B )
TRADE. (-0.90%) (539.153 B )
PROPERTY (-1.23%). (377.839 B )

7 NETT BUY STOCKs BY FOREIGNers
ITMG. @ 39451 (82.44 B )
SMGR @ 11446 (66.09 B )
ADRO @ 1957. (60.49 B )
BBCA. @ 8032. (32.03 B )
LSIP. @ 2511. (30.27 B )
SIMP. @1365. (27.63 B )
BUMI. @ 2534. (24.87 B )

7 NETT SELL STOCKs BY FOREIGNers
BBNI. @ 3452. (331.36 B )
BMRI. @ 6465. (313.45 B )
ASII. @ 77626 (118.09 B )
UNTR @ 28405 (72.75 B )
INDY. @ 2380. (41.43 B )
TBIG. @ 2505. (24.17 B )
INTP. @ 16886 (21.85 B )

8 MOST ACTIVE STOCKs BY VALUE
BMRI. @ 6400. (-2.29%)
BBNI. @ 3425. (-4.19%)
ASII. @ 77000 (-2.22%)
BBRI. @ 7000. (-2.09%)
UNTR. @ 28000 (-4.27%)
TLKM. @ 6800. (-1.44%)
SMGR @ 11400. (+0.44%)

8 MOST ACTIVE STOCKs BY VOLUME
BNBR. @ 51. (314.107 Lot)
ENRG. @ 188 (243.534 Lot)
ELTY. @ 131. (198.230 Lot)
DEWA @ 87. (167.268 Lot)
TMPI. @ 144 (160.412 Lot)
BBNI. @ 3425 (154.79 Lot)
BHIT. @ 285 (128.047 Lot)
ASRI. @ 540 (107.286 Lot)

BLOOMBERG:*BUMI PLC RESHUFFLE AIMED AT STRENGTHENING BOARD: BAKRIE GROUP; *BAKRIE SEEKS LONDON-BASED CEO, CFO FOR BUMI, SPOKESMAN SAYS

*YAWADWIPA SAYS EXPRESSED INTEREST IN BUYING BANK MUTIARA

HSBC's Goldberg Favors China, Brazil, Russia Equities

Indonesia Will Keep Interest Rate Unchanged This Week, HSBC Says

Kotecha Favors Commodity Currencies, Won, Rupee, Rupiah

Aksi Jual, Paksa IHSG Jauhi Level 4.000
http://pasarmodal.inilah.com/read/detail/1827094/aksi-jual-paksa-ihsg-jauhi-level-4000

Terpangkas Poin, IHSG Lengser dari Level 4.000
http://finance.detik.com/read/2012/02/06/160719/1835386/6/terpangkas-poin-ihsg-lengser-dari-level-4000

ASII, UNTR, & BBRI sebabkan indeks loyo di sesi II
http://investasi.kontan.co.id/news/asii-untr-bbri-sebabkan-indeks-loyo-di-sesi-ii

BNI Tetap Ingin Akuisisi Bahana Securities
http://pasarmodal.inilah.com/read/detail/1827100/bni-tetap-ingin-akuisisi-bahana-securities

BNI Kaji Terbitkan Obligasi 'Subdebt' di 2012
http://pasarmodal.inilah.com/read/detail/1827078/bni-kaji-terbitkan-obligasi-subdebt-di-2012

Aneh, Jika IHSG Terus Naik
http://pasarmodal.inilah.com/read/detail/1827096/aneh-jika-ihsg-terus-naik

BNI Beri Pinjaman Rp4,36 Triliun ke Waskita Karya
http://pasarmodal.inilah.com/read/detail/1826962/bni-beri-pinjaman-rp436-triliun-ke-waskita-karya

Waskita Karya Rencana IPO 2013
http://pasarmodal.inilah.com/read/detail/1826969/waskita-karya-rencana-ipo-2013

Partai Koalisi Yunani Sikapi Syarat Utang Hari Ini
http://pasarmodal.inilah.com/read/detail/1827048/partai-koalisi-yunani-sikapi-syarat-utang-hari-ini


*SIAM CITY PLANS PLANT FOR WOOD REPLACEMENT PRODUCT IN INDONESIA

BLOOMBERG: *INDONESIA'S 4Q GDP EXPANDED 6.50% FROM YEAR EARLIER     *INDONESIA'S 4Q GDP SHRANK 1.30% FROM PREVIOUS QUARTER     Indonesian Economy Grows Fastest Since 1996 as Investment Climbs

Petrosea Declines Most in 14 Months After Report on Share Sale

Bloomberg: ANZ's Mitra Sees Bank Indonesia Keeping Rates on Hold

Bukopin Plans to Sell 1 Trillion Rupiah of Subordinated Debt

Indika Raises 1.04 Tln Rupiah Selling Petrosea Shares: Bisnis

Rothschild Seeks Peace With Bumi’s Bakrie, Telegraph Reports

Asian Currencies Look to Weaken vs USD, BOT-Mitsubishi UFJ Says

Rupiah Falls for Second Day on Concern Indonesia Economy Slowing

China and India's Newest Exports — Air Travel: 2012 Outlook.     Asia-Pacific Airlines Oversupply Capacity, Up 14%: 2012 Outlook,     Asia-Pacific Airfares Weaken as Confidence Wanes: 2012 Outlook

Goldman Highlights 3 Stock Buys, 3 Sells to Surprise on Earnings

Nusantara Infrastructure Sales Rise 24%, Bisnis Indonesia Says

Rubber Futures Extend Gains in Tokyo, Rising as Much as 3.2%

Asia Earnings at Post-2008 High, 4% Above 2001 Trend, Citi Says

Seiring Regional, IHSG Dibuka Naik 0,38%
http://pasarmodal.inilah.com/read/detail/1826923/seiring-regional-ihsg-dibuka-naik-038

Bursa Asia Melesat, IHSG Menguat 12 Poin 
http://finance.detik.com/read/2012/02/06/093617/1834797/6/bursa-asia-melesat-ihsg-menguat-12-poin

Rekomendasi Saham
IHSG Siap Ikuti Penguatan Global 
http://finance.detik.com/read/2012/02/06/074055/1834731/6/ihsg-siap-ikuti-penguatan-global

Rencana Rombak Bumi Plc, Buy BUMI
http://pasarmodal.inilah.com/read/detail/1826916/rencana-rombak-bumi-plc-buy-bumi

[Dow Jones] Indonesia shares are likely to rise, tracking gains in most Asian markets after stocks in the U.S. ended higher Friday on upbeat jobs data, traders say. They expect the main index to find resistance at 4040 after it ended down 0.02% Friday at 4015.949. "Gains of the main index, however, may be limited due to concerns over a negative Dow Jones futures index so far and ahead of fourth-quarter GDP data later today,"  says a fund manager at a local asset management company. Bank Mandiri (BMRI.JK) and cement maker Indocement (INTP.JK) may lead gains on bargain-buying after recent falls

Meneropong Potensi Saham Batubara
http://pasarmodal.inilah.com/read/detail/1826929/meneropong-potensi-saham-batubara

Inilah Saham yang Lanjutkan Penguatan Hari Ini
http://pasarmodal.inilah.com/read/detail/1826911/inilah-saham-yang-lanjutkan-penguatan-hari-ini

BEI Cabut Suspensi Saham APOL
http://pasarmodal.inilah.com/read/detail/1826910/bei-cabut-suspensi-saham-apol

Pilih Saham Bank, Properti dan Infrastruktur
http://pasarmodal.inilah.com/read/detail/1826705/pilih-saham-bank-properti-dan-infrastruktur

BRAU Bakal Jualan Surat Utang di Luar Negeri
http://pasarmodal.inilah.com/read/detail/1826751/brau-bakal-jualan-surat-utang-di-luar-negeri

Inilah Menu Saham Pembuka Pekan
http://pasarmodal.inilah.com/read/detail/1826747/inilah-menu-saham-pembuka-pekan

SSIA MTFN POLY

SSIA::
Jakarta - Sejumlah broker asing dikabarkan bakal memborong saham PT Surya Semesta Internusa Tbk (SSIA). Ini terkait rencana perseroan yang akan membagikan dividen Rp9,5 per saham. Selain itu, perseroan juga akan mengakuisisi lahan seluas 1.000 hektar. Hal ini membuat CLSA menetapkan harga wajar SSIA di Rp1.450.  Pada perdagangan Jumat (3/2) saham SSIA ditutup stagnan di Rp900.

POLY::
Jakarta - Saham PT Asia Pacifik Fibers Tbk (POLY) berpotensi terkerek ke level Rp800 dalam waktu dekat. Hal ini seiring kabar perusahaan benang Tingkok yang berminat memborong saham perseroan. Perusahaan tekstil kakap Asia juga dikabarkan berminat masuk ke perseroan. Pada perdagangan Jumat (3/2) pekan lalu, saham POLY ditutup naik Rp1(3,41%) ke level Rp455.

MTFN::
Jakarta - Konsorsium fund manager disebut-sebut sedang memburu saham PT Capitalinc Investment Tbk (MTFN) yang dikabarkan akan berganti nama menjadi PT Kineta Petroleum Tbk. Hal ini menyusul bakal dimulainya produksi perdana migas Blok Tonga dan Blok Ibul pada awak 2012. Selain itu, fund manager asing dikabarkan berencana masuk ke Perseroan, sehingga harga sahamnya berpotensi menembus level Rp600. Pada perdagangan Jumat (6/2) pekan lalu, saham MTFN ditutup naik Rp10 (3,39%) ke level Rp305.

Berita" Dr Kontan:::

http://mobile.kontan.co.id/investasi/read/89386/Target-GIAA-kuasi-reorganisasi-rampung-Juli-2012

http://mobile.kontan.co.id/investasi/read/89380/Yield-obligasi-turun-kinerja-perbankan-tergerus

http://mobile.kontan.co.id/investasi/read/89374/BRAU-akan-menggali-utang-baru-US-500-Juta

http://mobile.kontan.co.id/investasi/read/89370/TOTL-membidik-laba-bersih-Rp-175-Miliar

http://mobile.kontan.co.id/investasi/read/89368/MNCN-menebar-dividen-laba-2011-Rp-485-miliar

http://mobile.kontan.co.id/investasi/read/89367/INDY-kembali-mengulur-tenggat-refloat-saham-PTRO

http://mobile.kontan.co.id/investasi/read/89362/LCGP-Banting-setir-ke-bisnis-migas

Jakarta - PT Sierad Produce Tbk (SIPD) resmi kantongi restu pemegang saham untuk menjaminkan aset senilai Rp600 miliar, untuk mencari tambahan pinjaman terkait rencana ekspansi. 

Inilah 6 Ruas Tol yang Tarifnya Bakal Naik: Kenaikannya berkisar 10-12 persen. http://bit.ly/xk2yFP. Jsmr and cmnp

Jakarta - PT Berau Coal Energy Tbk (BRAU) bakal menerbitkan surat utang berdenominasi dolar senilai US$500 juta, yang akan ditawarkan ke investor di pasar luar negeri.

Indika, Petrosea sale, & below the rangePosted: 04 Feb 2012 10:31 AM

PT Indika Energy Tbk (INDY), an energy integrated owned by Agus Lasmono and Wiwoho Basuki Tjokronegoro, finally set the final price for shares placement of its coal contracting unit PT Petrosea Tbk (PTRO).

Nat Rothschild to be removed from Bumi PlcPosted: 03 Feb 2012 10:35 PM

Borneo Bumi Energi & Metal Pte Ltd, a holder of less than 5% of the paid-up voting share capital of Bumi Plc, has requisitioned several changes at board of director.
Borneo Bumi Energi has proposed to remove stellar financier Nathaniel Rothschild from his current position as director of Bumi Plc.
Following the requisition, Samin Tan, a single majority owner of PT Borneo Lumbung Energi Tbk (BORN), will be proposed as chairman of Bumi Plc, while Indra Bakrie, one of member of Bakrie family, will be proposed as co-chairman.
Nalinkant Amratlal Rathod, commisioner of PT Bumi Resources Tbk and also one of the most trusted executives by Bakrie family and helped debt restructuring of Bakrie & Brothers during 1997 crisis, will be proposed as CEO, replacing Ari Saptari Hudaya.

Berita" Dr Bisnis Indonesia:::

http://m.bisnis.com/articles/ekspansi-bank-btn-targetkan-kredit-rp36-triliun

http://m.bisnis.com/articles/kinerja-asuransi-premi-lippo-insurance-tumbuh-29-percent

http://m.bisnis.com/articles/produksi-cpo-bw-plantation-tbk-catat-kenaikan-21-4-percent

http://m.bisnis.com/articles/ekspansi-bank-mandiri-incar-bank-beraset-rp10-rp15-triliun

http://m.bisnis.com/articles/nat-rothschild-dicopot-dari-direksi-bumi-plc

http://m.bisnis.com/articles/go-public-tidak-bumn-sektor-jasa-yang-ipo-tahun-ini

http://m.bisnis.com/articles/kinerja-korporasi-nusantara-infrstructure-raup-pendapatan-rp232-miliar

http://m.bisnis.com/articles/ekspansi-usaha-xl-axiata-tambah-belanja-modal-us$200-juta

http://m.bisnis.com/articles/lunasi-obligasi-duta-pertiwi-siapkan-rp500-miliar

http://m.bisnis.com/articles/mnc-bidik-laba-bersih-rp1-5-triliun

http://m.bisnis.com/articles/rupslb-garuda-belanja-pengadaan-pesawat-direstui

http://m.bisnis.com/articles/total-bangun-persada-incar-kontrak-rp4-triliun

http://m.bisnis.com/articles/inovisi-

Jakarta - PT Berau Coal Energy Tbk (BRAU) bakal menerbitkan surat utang berdenominasi dolar senilai US$500 juta, yang akan ditawarkan ke investor di pasar luar negeri.

ZP-Kimeng Research:
Clipan Finance (CFIN.IJ, BUY) - Extending growth in 2012
Clipan Finance has seen robust growth with an estimated FY ~60% YoY financing expansion to Rp4.3t in 2011F. Anticipating a subdued demand for car financing and a potential increase in NPLs, Clipan is eyeing a lower growth rate of 30% YoY in 2012. However, demand and repayments are expected to pick up within a year. We estimate Clipan to generate Rp280b in net profit in 2011F, growing by 21% YoY to Rp340b by 2012F. Maintain BUY, TP at Rp590/share.

SPECIAL MENTION:
DEWA: 85-120. It is now trading at 51% discount its Book Value and NAVs (both IDR180), far below its closest rival PT
Pama Persada of 1.37X. I expect Dewa's 2012 financial performance will be improving significantly due to higher sales
volume and better cost management. Fair value is at IDR160 based on 2013 p/e ratio of 12X. Best buy is at any levels
below IDR88 for mid-t- long-term investment.

PT Wijaya Karya (Persero) Tbk (WIKA) menuturkan rencananya untuk menjual saham hasil pembelian kembali (buy back) sebesar 176.686.500 saham. "Waktu pelaksanaan penjualan saham hasil buy back tersebut akan dilakukan terhitung mulai 14 hari dari diterbitkannya surat keterangan ini yaitu pada 3 Februari 2012," ungkap Sekretaris Perusahaan Natal Argawan Pardede dalam keterbukaan informasi di Bursa Efek Indonesia (BEI), Jakarta

Bangun Kawasan Wisata Lombok, BTDC Siap Ngutang Rp 500 Miliar 
http://finance.detik.com/read/2012/02/06/101600/1834842/1016/bangun-kawasan-wisata-lombok-btdc-siap-ngutang-rp-500-miliar

5 Fakta Mengejutkan IPO Facebook
http://finance.detik.com/read/2012/02/06/070653/1834723/6/5-fakta-mengejutkan-ipo-facebook

Lindungi Keluarga Anda dari 3 Hal Ini
http://finance.detik.com/read/2012/02/06/065214/1834720/722/lindungi-keluarga-anda-dari-3-hal-ini