Laporan & Rumor Saham Indonesia 07-02 (Refresh)

2nd SESSION JCI on 07.02.12
(By: Gita Adiwoso - D'Origin)


@3955.45 (-19.33 pts) (-0.48 %)
(H:3986.37 ; L:3929.63)
Value: 5.357 T (NG 587 B )
Volume: 4.835 B (NG 1.026 B  )
Foreign Nett Sell: 603 B   
Incl. Crossing
BIPI. @ 235 ~ 129 B (D vs D)
BMRI @ 6400 ~ 91 B (F vs F)
USD/IDR: 8935  (On Shore)
                     8992 (Off Shore)


JCI for tomorrow:
Support:      3929 ; 3896
Resistance:  3986 ; 4001


6 MARKET DRIVEN BY SECTOR
FINANCE (-0.95%) (1.721 T )
MINING. (-0.19%). (1.117 T )
MANUFACTUR (-0.59%) (994.228 B )
INFRASTRUC. (-0.10%) (501.575 B )
TRADE. (-0.78%) (439.643 B )
PROPERTY (+0.48%) (358.362 B )


7 NETT BUY STOCKs BY FOREIGNers
ADRO @ 1971. (57.78 B )
LSIP. @ 2573 (33.55 B )
ITMG. @ 39334 (30.73 B )
ASRI. @ 547. (25.01 B )
SIMP. @ 1368. (18.17 B )
UNTR. @ 28039 (17.81 B )
TLKM. @ 6839. (16.34 B )


7 NETT SELL STOCKs BY FOREIGNers
BMRI. @ 6340. (271.43 B )
BBNI. @ 3383. (138.50 B )
ASII. @ 75885 (128.80 B )
BBRI. @ 6907. (95.46 B )
INDY. @ 2302. (41.26 B )
BUMI. @2471. (36.67 B )
INCO. @ 3847. (35.62 B )


8 MOST ACTIVE STOCKs BY VALUE
BMRI. @ 6400. (0.00%)
ASII. @ 75650 (-1.75%)
BBNI. @ 3425. (0.00%)
BUMI. @ 2475. (-1.98%)
BBRI. @ 6850. (-2.14%)
TLKM. @ 6850. (+0.73%)
ADRO. @ 1980. (+2.06%)
UNTR. @ 28050 (+0.17%)


8 MOST ACTIVE STOCKs BY VOLUME
ENRG. @ 191. (608.166 Lot)
ELTY. @ 131. (290.181 Lot)
BNBR. @ 50. (258.720 Lot)
ASRI. @ 550 (145.518 Lot)
BMRI. @ 6400 (127.448 Lot)
BBNI. @ 3425 (110.407 Lot)
MYRX @ 315. (102.355 Lot)
BUMI. @ 2475 (100.590 Lot)

Bloomberg: Russian Rail Plans to Build Coal Line in Indonesia: Reuters Link

Vale Indonesia’s Bahudopi Base Camp Burnt by Mob: Bisnis Link

*DJ Alam Sutera Realty Started At Buy, IDR590 Target - DB
*DJ Bumi Serpong Damai Started At Buy, IDR1,360 Target - DB
*DJ Ciputra Development Started At Buy, IDR675 Target - DB
DJ Lippo Karawaci Started At Buy, IDR790 Target - DB

Sesi I
Saham Unggulan Kena Ambil Untung, IHSG Turun 37 Poin 
http://finance.detik.com/read/2012/02/07/120619/1836114/6/saham-unggulan-kena-ambil-untung-ihsg-turun-37-poin

Buka Tahun 2012, Obligasi Rp 10 Triliun Siap Meluncur 
http://finance.detik.com/read/2012/02/07/121240/1836122/6/buka-tahun-2012-obligasi-rp-10-triliun-siap-meluncur

BRI Incar 5 Juta Transaksi SMS Banking di 2012
http://pasarmodal.inilah.com/read/detail/1827391/bri-incar-5-juta-transaksi-sms-banking-di-2012

Arab Saudi tak Biarkan Minyak di Atas US$100
http://pasarmodal.inilah.com/read/detail/1827388/arab-saudi-tak-biarkan-minyak-di-atas-us100

BRI Incar 5 Juta Transaksi SMS Banking di 2012
http://pasarmodal.inilah.com/read/detail/1827391/bri-incar-5-juta-transaksi-sms-banking-di-2012

Jepang Siap Intervensi Lagi Lawan Penguatan Yen
http://pasarmodal.inilah.com/read/detail/1827414/jepang-siap-intervensi-lagi-lawan-penguatan-yen

Perusahaan Tommy Soeharto Pailit di Singapura 
http://finance.detik.com/read/2012/02/07/103028/1835985/6/perusahaan-tommy-soeharto-pailit-di-singapura

BLOOMBERG: *S&P REPORT: INDON COS. BETTER PLACED THAN IN PAST CRISES

*BUMI FALLS 14% IN LONDON TRADING :BUMI LN

Indonesia Coal Sector Rated Overweight at Credit Suisse

Indika Energy Agrees to Sell as Much as 28.75% of Petrosea

Toyo Engineering Acquires Stake in Indonesia’s IKPT:Company Link

Bank Negara Indonesia Plans Subordinated Debt Offer, Bisnis Says

Astra Sedaya Finance May Raise Bond Sale to 5 Tln Rupiah: Daily

Astra Agro Lestari Raised to Hold From Sell at UOB Kay Hian

Rupiah Drops for Third Day After Global Funds Cut Stock Holdings

Goldman Lifts Asian Stocks Forecast, Sees China as ���Strongest’

REMINDER AGENDA 07 Februari BUMI CITRA PERMAI WARRANT, RASIO 1:1 TRADE (mulai perdagangan bcip-r), LELANG LIMA SERI SUN TARGET INDIKATIF 8 T,  3-yr note auction, consumer credit; Earnings from BP, Coca-Cola, Toyota, UBS, Disney, Hartford Financial, Panera Bread

Bank Negara Indonesia, Bumi, Petrosea: Indonesia Equity Preview
http://www.bloomberg.com/news/2012-02-07/bank-negara-indonesia-bumi-petrosea-indonesia-equity-preview.html

Lawan Arus, IHSG Dibuka Naik 0,05%
http://pasarmodal.inilah.com/read/detail/1827383/lawan-arus-ihsg-dibuka-naik-005

Investor Akumulasi Saham Murah, IHSG Naik Tipis
http://finance.detik.com/read/2012/02/07/093543/1835936/6/investor-akumulasi-saham-murah-ihsg-naik-tipis

Rekomendasi Saham
IHSG Siap Keluar dari Kejatuhan
http://finance.detik.com/read/2012/02/07/080720/1835875/6/ihsg-siap-keluar-dari-kejatuhan

Inilah Daftar Saham Pilihan Selasa (7/2)
http://pasarmodal.inilah.com/read/detail/1827280/inilah-daftar-saham-pilihan-selasa-72

Saham ASIA Diburu Fund Manager?
http://pasarmodal.inilah.com/read/detail/1827353/saham-asia-diburu-fund-manager

REKOMENDASI SAHAM
Ini dia tiga rekomendasi saham yang patut disimak
http://investasi.kontan.co.id/news/ini-dia-tiga-rekomendasi-yang-patut-disimak

IHSG Koreksi Lagi, Saham Bank Bisa Dilirik
http://pasarmodal.inilah.com/read/detail/1827235/ihsg-koreksi-lagi-saham-bank-bisa-dilirik

Inilah Saham Berpotensi Terkoreksi Hari Ini
http://pasarmodal.inilah.com/read/detail/1827373/inilah-saham-berpotensi-terkoreksi-hari-ini

Harga Naik Tajam, BEI Suspensi Saham ERTX
http://pasarmodal.inilah.com/read/detail/1827378/harga-naik-tajam-bei-suspensi-saham-ertx

IMF: Eropa Memburuk, Ekonomi China Bisa Anjlok
http://pasarmodal.inilah.com/read/detail/1827361/imf-eropa-memburuk-ekonomi-china-bisa-anjlok

Bailout Yunani Tertunda, Saham Asia 'Mundur'
http://pasarmodal.inilah.com/read/detail/1827355/bailout-yunani-tertunda-saham-asia-mundur

SDRA Siap Bayar Kupon Bunga Obligasi Rp7,25 M
http://pasarmodal.inilah.com/read/detail/1827283/sdra-siap-bayar-kupon-bunga-obligasi-rp725-m

Pemilik VOKS Lakukan Crossing Capai 8,07% Saham
http://pasarmodal.inilah.com/read/detail/1827267/pemilik-voks-lakukan-crossing-capai-807-saham

Penurunan Yield Obligasi Jatuhkan Saham Bank
http://pasarmodal.inilah.com/read/detail/1827248/penurunan-yield-obligasi-jatuhkan-saham-bank

Waskita incar Rp 1 triliun dari IPO
http://investasi.kontan.co.id/news/waskita-incar-rp-1-triliun-dari-ipo

Reksadana saham bisa cetak return 15%
http://investasi.kontan.co.id/news/reksadana-saham-bisa-cetak-return-15

Agenda akuisisi emiten
Emiten bank siapkan agenda akuisisi
http://investasi.kontan.co.id/news/emiten-bank-siapkan-agenda-akuisisi

BBNI: 3,400-4,200. OVERSOLD. 2012 earnings per share may rise by 30% to IDR377 from a forecast of IDR290 at the end of 2011. It is now trading at a p/e ratio of 9.1 X 2012 earnings per share, far below the banking industrial average p/e ratio of 14X. At that average, BBNI should be fairly valued at 14 X IDR377 which is equal with IDR5,278. 2011 net profit could rise by 34% to IDR5.5 trillion from IDR4.1 trillion at the end of 2010. Best buy is at any levels below IDR3,500.

Fr DBS VICKERS::: Sales of Honda 2Ws are facing challenges.  Honda (ASII’s partner) has maintained its leading market position with sales of 382K units (+35% m-o-m, +15% y-o-y). Honda’s market share has improved by 6 ppts to 59% from 53% in 2011. However, Honda 2W sales performance is facing challenges as its main competitor Yamaha is scheduled to launch a slew of new models (i.e new Mio – automatic scooter model), starting this month. (selengkapnya email)