2nd SESSION JCI on 21.02.12
(By: Gita Adiwoso - D'Origin)
IHSG @ 4002.95(+22.69 pts) (+0.57 %)
(H:4008.22 ; L:3980.16)
Value: 4.671 T (NG 926 B )
Volume: 4.831 B (NG 1.724 B )
Foreign Nett Buy: 79 B
Incl. Crossing:
JAWA @ 345 ~ 520 B (D vs D)
USD/IDR: 9040 (On Shore)
9045 (Off Shore)
JCI for tomorrow:
Support: 3970 ; 3939
Resistance: 4026 ; 4040
6 MARKET DRIVEN BY SECTOR
FINANCE ( +0.93%) ( 1.323 T )
MANUFACTUR ( -0.29%) (816.514 B )
AGRI ( +0.71%) (662.491 B )
MINING ( +0.80%) (597.037 B )
INFRASTRUC ( +0.25%) (580.066 B )
PROPERTY ( +0.15%) (397.031 B )
7 NETT BUY STOCKs BY FOREIGNers
BMRI. @ 6437 ( 113.40 B )
BBNI. @ 3613 (57.52 B )
INDY. @ 2656 (32.67 B )
BBRI. @ 6878 (30.00 B )
ASII. @ 74176 (20.73 B )
ANTM @ 1967 (11.34 B )
MNCN. @1492 (10.87 B )
7 NETT SELL STOCKs BY FOREIGNers
BBCA @ 7494 (100.06 B )
INDF. @ 4887 (29.14 B )
KLBF. @ 3484 (22.55 B )
INTP. @ 17202 (19.92 B )
GGRM @ 53990 (14.93 B )
PTBA. @ 20797 (14.55 B )
PGAS. @ 3717. (12.96 B )
8 MOST ACTIVE STOCKs BY VALUE
BMRI. @ 6450 (+0.78%)
BBNI. @ 3600 (+1.40%)
BBCA @ 7550. (+1.34%)
INDY. @ 2700 (+5.88%)
BBRI. @ 6900 (+1.47%)
ASII. @ 73800 (-0.20%)
INCO. @ 3700 (+4.22%)
TLKM @ 7050 (+0.71%)
8 MOST ACTIVE STOCKs BY VOLUME
ELTY @ 136 (563.845 Lot)
ENRG @ 192 (381.423 Lot)
LCGP @ 138 (338.411 Lot)
PNLF. @ 138 (256.718 Lot)
DILD. @ 310 (179.333 Lot)
BBNI. @ 3600 (167.015 Lot)
TMPI. @ 168. (144.675 Lot)
INDY. @ 2700 (142.095 Lot)
1st SESSION JCI on 21.02.12
(By: Gita Adiwoso - D'Origin)
IHSG @3998.59 (+18.34 pts) (+0.46 %)
(H: 4008.22 ; L: 3980.16)
Value: 1.948 T (NG 168 B )
Volume: 1.948 B (NG 53 M )
Foreign Nett Buy: 87 B
USD/IDR: 9045 (On Shore)
9050 (Off Shore)
JCI for today:
Support: 3970 ; 3939
Resistance: 4026 ; 4040
6 MARKET DRIVEN BY SECTOR
FINANCE (+0.57%) (817.823 B )
MANUFACTUR (+0.04%) (273.545 B )
MINING. (+0.30%) (270.579 B )
INFRASTRUC (+0.20%) (216.833 B )
PROPERTY (+0.12%) (216.833 B )
TRADE. (+1.97%) (122.624 B )
7 NETT BUY STOCKs BY FOREIGNers
BMRI. @ 6445. (56.87 B )
BBNI. @ 3617. (55.04 B )
BBRI. @ 6868. (17.87 B )
ASII. @ 74419 (15.86 B )
INDY. @ 2577. (13.50 B )
UNTR. @ 30028 (10.62 B )
TLKM @ 7051. (7.15 B )
7 NETT SELL STOCKs BY FOREIGNers
BBCA. @ 7487 (65.82 B )
INDF. @ 4890 (12.82 B )
GGRM @ 54224 (7.42 B )
PTBA. @ 20856 (6.49 B )
SMGR @ 11218 (6.18 B )
ASRI. @ 598. (4.95 B )
ADRO @1984. (4.66 B )
8 MOST ACTIVE STOCKs BY VALUE
BBNI. @ 3600. (+1.40%)
BMRI. @ 6400 (0.00%)
BBCA. @ 7500 (+0.67%)
BBRI. @ 6850 (+0.73%)
ASII. @ 74100 (+0.20%)
TRAM @ 930. (+1.08%)
INCO. @ 3625 (+2.11%)
TLKM. @ 7050 (+0.71%)
8 MOST ACTIVE STOCKs BY VOLUME
LCGP. @ 135. (233.752 Lot)
DILD . @ 310. (143.894 Lot)
ENRG. @ 191. (139.564 Lot)
TRAM @ 930 (12.724 Lot)
PNLF. @ 143. (110.808 Lot)
BBNI. @ 3600 (108.245 Lot)
BRAU @ 435 (98.637 Lot)
DOID. @ 690 (90.776 Lot)
Bank Tabungan Pensiunan [ PDF]
Muted impact from conversion
BTPN IJ / BTPN.JK | NEUTRAL - Maintained | Share Price Rp3400 - Tgt. Rp3850
Banks | - by Mulya CHANDRA, CFA / Soegiarto HADI
BTPN’s US$16m loan from IFC is being converted to equity by the issuance 177m new BTPN shares. This will result in a 3% EPS dilution and 0.6% pts bump-up in Tier-1 CAR. In the grand scheme of things, however, its impact on the financials and business outlook is minimal. Post-conversion, IFC becomes a 3% shareholder of BTPN. Taking into account the effects of the dilution and debt reduction, our CY12-13 EPS forecasts decrease slightly, while our GGM-based target price is trimmed by 1.3%. Maintain Neutral.
BRAU
(CC)Berau Energy : 10% non preemptive right issue (BRAU, Rp425, Buy, TP: Rp660)
▪ Berau Coal Energy (BRAU IJ) is seeking an approval from its shareholders with regard to transfer authority to board of commissioner for 3.4bn new shares issuance or nearly 10% of its outstanding shares (10% non pre-emptive right issue). The EGM will be held on March 6, 2012.
Media Nusantara Citra [ PDF]
In a better light
MNCN IJ / MNCN.JK | NEUTRAL - Upgrade | Share Price Rp1470 - Tgt. Rp1550
Media - Integrated | - by Erwan TEGUH / Irenne ACHMAD
Management’s affirmation that sister company MNC Sky Vision’s IPO is on track for June improves our perception of its overall risk. This is a near-term catalyst, while others are in-line 1Q results and notable increase in audience share. Upgrade to Neutral from Trading Sell. Given our experience with management’s aggressive guidance in the past, we keep our forecasts unchanged for now. However, as the listing lowers the risk perception of MNCN, we trim our cost of equity, cutting WACC from 13.8% to 13%, raising our DCF-based target price.
PTBA:::
Jakarta - PT Tambang Batubara Bukit Asam Tbk (PTBA) memproyeksikan dapat meraih laba bersih sekitar Rp3 triliun pada 2011.
Direktur Utama PTBA Milawarma mengatakan laba tersebut naik sekitar 50% dibandingkan pencapaiannya di 2010 sekitar Rp2 triliun. "Laba tersebut tumbuh karena ada dukungan dari pertumbuhan ekonomi Indonesia sekitar 6% dan volume penjualan naik sekitar 5%," ujarnya ketika ditemui di Gedung Kementerian BUMN, Senin (20/2/2012).
Menurutnya, tahun ini perseroan mengincar pertumbuhan laba bersih 20% dan mematok pendapatan sekitar Rp15 triliun yang akan ditopang oleh pengangkutan batubara dari kereta api. Kenaikan pendapatan tersebut akan berasal dari volume penjualan yang diperkirakan berjumlah sekitar 18,6 juta ton dengan produksi 16,3 juta ton.
Berita" dr Bisnis Indonesia::
http://m.bisnis.com/articles/kinerja-usaha-laba-bri-tembus-rp14-14-triliun
http://m.bisnis.com/articles/ekspansi-usaha-astra-agro-bersiap-masuk-bisnis-kebun-karet
http://m.bisnis.com/articles/united-tractors-targetkan-pendapatan-tumbuh-15-percent-1
http://m.bisnis.com/articles/siantar-top-catat-penjualan-rp504-1-miliar
http://m.bisnis.com/articles/ekspansi-btek-akusisi-bat-masih-terkatung-katung
http://m.bisnis.com/articles/rups-argha-karya-pergantian-ibrahim-risjad-dipercepat
http://m.bisnis.com/articles/kinerja-usaha-pendapatan-bunga-meroket-laba-btn-rp1-1-triliun
http://m.bisnis.com/articles/aksi-korporasi-ifc-ingin-konversi-piutang-jadi-saham-btpn
http://m.bisnis.com/articles/kinerja-usaha-bank-saudara-proyeksikan-aset-naik-53-percent
http://m.bisnis.com/articles/kinerja-usaha-bukit-asam-bidik-pendapatan-rp15-triliun
http://m.bisnis.com/articles/hanson-internasional-saham-apinus-dilepas-rp10-5-miliar-dikantongi
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RUMOR 21 Februari 2012
Peritel Asing Bidik CSAP
SAHAM PT Catur Sentosa Adiprana Tbk (CSAP) disebut-sebut bakal dikerek menembus level Rp 500 dalam waktu dekat. Seorang pelaku pasar menuturkan, perseroan sukses mendapatkan kontrak penjualan keramik dan bahan bangunan global untuk dijual di Indonesia. Selain itu, kabarnya, peritel Asia Tenggara menjajaki pembelian saham CSAP. Dalam perdagangan kemarin, saham CSAP naik Rp 5 (2%) menjadi Rp 250. (coy)
BNII Menuju Rp 600?
SEJUMLAH Fund manager dikabarkan bakal memborong saham PT Bank International Indonesia Tbk (BNII). Hal itu dipicu kabar Maybank Berhad, pemegang saham mayoritas, akan melepas 17% saham BNII pada harga Rp 600 per saham. Ini dalam rangka memenuhi ketentuan kepemilikan saham publik sebesar 20%. Saham BNII dalam perdagangan kemarin naik Rp 5 (1%) menjadi Rp 485
Berita" dr Kontan:::
http://mobile.kontan.co.id/news/2011-penjualan-hero-naik-sebesar-17-jadi-rp-89-t/2012/02/20
http://mobile.kontan.co.id/news/manajer-investasi-asing-serbu-pasar-indonesia/2012/02/20
http://mobile.kontan.co.id/news/hero-torehkan-kenaikan-laba-bersih-23-di-2011/2012/02/20
http://mobile.kontan.co.id/news/asii-anggarkan-capex-rp-15-triliun-di-2012/2012/02/20
http://mobile.kontan.co.id/news/okas-targetkan-produksi-amonium-nitrat-140.000-mt/2012/02/20
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Berita dr Investor Daily::
JAKARTA- Presiden Direktur PT Schroder Investment Management Indonesia, Michael Tjoajadi, mengatakan fundamental ekonomi Indonesia masih positif meski sentimen negatif global memicu perusahaan investasi asing membidik pangsa pasar domestik.
http://www.investor.co.id/marketandcorporatenews/schroder-perusahaan-investasi-asing-bidik-pasar-domestik/30370
PGAS:: JAKARTA - Perusahaan Gas Negara Tbk (PGN) menandatangani perjanjian jual beli gas dari PT Indogas Kriya Dwiguna (IKD) sebesar 20 BBTUD (British Thermal Unit per Day) untuk masa dua tahun.
http://www.investor.co.id/energy/pgn-beli-gas-pt-indogas-selama-2-tahun/30230
http://www.investor.co.id/property/jsi-investasi-rp-1-triliun-bangun-setiabudi-skygarden/30281
http://www.investor.co.id/moneyandbanking/bni-bank-terbaik-manajemen-tunai-se-asean/30159
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