Laporan & Rumor Saham Indonesia 09-11 (Refresh)

2nd SESSION JCI on 09.11.11
@3857.36 (+51.71 pts) (+1.35 %) (H:3859.09 ; L:3806.47 )
Value:    5.503  T (NG 894 B )  
Volume: 3.777 B (NG 446 M )
Foreign Nett Buy: 843  B      
USD/IDR: 8890

6 MARKET DRIVEN BY SECTOR
FINANCE.  ( +1.57%) (1.727 T)
MANUFACTUR (+1.39%) (1.378 T)
MINING.    ( +1.38%) (959.624 B )
TRADE.    ( +1.89%) (604.966 B )
INFRASTRUC ( +0.33%) (497.098 B )
CONSUMER.  ( +1.40%) (450.128 B )

6 NETT BUY STOCKs BY FOREIGNers
ASII.    @ 70.270 (231.89 B )
BMRI.  @ 7350.  (215.22 B )
UNTR. @ 25996 (147.56 B )
BBRI.    @ 6963 (144.14 B )
ACES.  @ 3550 (43.81 B )
PGAS. @ 3147.  (37.51 B )

6 NETT SELL STOCKs BY FOREIGNers
INDF.    @ 5055 (62.52 B )
BBNI.    @ 3996. (42.65 B )
INTP.    @ 15525 (17.75 B )
BBTN.  @ 1643.  (10.46 B )
BJBR.  @ 1016.  (9.05 B )
ANTM @ 1715.  (5.79 B )

8 MOST ACTIVE STOCKs BY VALUE
BMRI.  @ 7400. (+2.06 %)
ASII.    @ 70800 (+3.35 %)
BBRI.  @ 7050.  (2.92%)
BUMI.  @ 2375.  (0.00%)
UNTR.@ 26150 (+3.97%)
BBNI.  @ 4025.  (+1.89%)
BBCA @ 8300.  (+1.22%)
BORN @ 870.    (-1.13%)

8 MOST ACTIVE STOCKs BY VOLUME
PNLF.  @ 120. (371.419 M)
ENRG. @ 159. (310.807 M)
BORN @ 870 (176.123 M)
BHIT.  @ 250. (150.707 M)
BUMI. @ 2375 (140.324 M)
TMPI. @ 124. (136.884 M)
BKSL @ 270 (133.859 M)
BNBR @ 52.    (124.045 M)

Bloomberg: Telkomsel Workers May Go on Strike Tomorrow, Labor Union Says

SHINHAN BANK BUYS INDONESIAN BANK, KOREA ECONOMIC DAILY SAYS

S&P REVISES INDONESIA BICRA TO GROUP '7' FROM GROUP '8

S&P UPGRADES BAKRIE SUMATERA TO 'CCC+'; OUTLOOK NEGATIVE

Bloomberg: JSW Energy Posts Unexpected 1.09 Billion-Rupee Quarterly Loss

GLOBAL PALM RESOURCES 3Q REV 91.4B RUPIAH

Rupiah Rises for a Second Day on Optimism Inflows Will Increase

OPEC to Account for 51 Percent of Oil Supply by 2035, IEA Says

Asing Net Buy Rp842 M, IHSG Menguat 1,3%
http://pasarmodal.inilah.com/read/detail/1794722/asing-net-buy-rp842-m-ihsg-menguat-13

Asing minati aset domestik, rupiah perkasa hingga sore ini
http://investasi.kontan.co.id/v2/read/1320833340/82297/Asing-minati-aset-domestik-rupiah-perkasa-hingga-sore-ini-

Diserbu Dana Asing Rp 800 Miliar, IHSG Menghijau 
http://finance.detik.com/read/2011/11/09/161033/1763890/6/diserbu-dana-asing-rp-800-miliar-ihsg-menghijau

Pancing Dana Asing Dengan Perbanyak IPO
http://finance.detik.com/read/2011/11/09/153329/1763845/6/pancing-dana-asing-dengan-perbanyak-ipo

Bapepam Akui Minat IPO Masih Rendah
http://finance.detik.com/read/2011/11/09/164334/1763920/6/bapepam-akui-minat-ipo-masih-rendah

Seharian IHSG Ogah Sentuh Zona Merah
http://pasarmodal.inilah.com/read/detail/1794731/seharian-ihsg-ogah-sentuh-zona-merah

RIGS Raup Pinjaman US$9,5 Juta
http://pasarmodal.inilah.com/read/detail/1794711/rigs-raup-pinjaman-us95-juta

Bapepam: Krisis Global Tekan Minat IPO
http://pasarmodal.inilah.com/read/detail/1794747/bapepam-krisis-global-tekan-minat-ipo

Pefindo Tetapkan Peringkat BUVA Jadi "BBB+"
http://pasarmodal.inilah.com/read/detail/1794738/pefindo-tetapkan-peringkat-buva-jadi-bbb

BNI Securities bidik investor ritel Jepang
http://investasi.kontan.co.id/v2/read/1320827903/82283/BNI-Securities-bidik-investor-ritel-Jepang-

Victoria Sekuritas tangani aksi korporasi senilai Rp 3 triliun di 2012
http://investasi.kontan.co.id/v2/read/1320827149/82282/Victoria-Sekuritas-tangani-aksi-korporasi-senilai-Rp-3-triliun-di-2012-

Jadwal Emiten Yang Akan Bagi Dev Bulan November::: 
10 November CUM DEV INDY 48 (??), 
11 november Cum dev bnga 7,95, 
14 November cum dev ssia 4,5, 
16 November cum Dev BBLD 30 
17 November SELAMAT SEMPURNA (SMSM) DIVIDEND, RP 50, 
22 November INDO KORDSA DIVIDEND, RP 75 CUM 
28 November Cum dev ADRO US$0,00235, PTBA cum dev Rp 103,46 

Bloomberg: Astra Gains to Two-Month High in Jakarta on Car Sales Optimism

Bloomberg: Palm Oil May Drop as Rally to Seven-Week High Prompts Selling

Bloomberg; Indonesia 2011 Bank Lending May Be 24% More Than 2010, Bi Says

Bloomberg; China May Lower Reserve Ratio in Coming Months, RBS Says

Asing net buy 659 M

1st SESSION JCI on 09.11.11
@3848.61 (+42.96 pts) (+1.12 %) (H:3849.99 ; L:3806.47 )
Value:  2.792 T (NG 786 B ) 
Volume: 1.956 B (NG  313 M )
Foreign Nett Buy:  338 B     
USD/IDR: 8890

JCI for today:
Support:      3805 ; 3763
Resistance: 3875 ; 3900

6 MARKET DRIVEN BY SECTOR
FINANCE ( +1.31%) (736.381 B )
MINING.  ( +0.83%) (590.593 B )
MANUFACTUR ( +1.22%) (668.096 B )
TRADE. ( +1.54 %) (334.230 B )
INFRASTRUC ( +0.38%) (281.724 B )
CONSUMER.    ( +1.40%) (209.438 B )

6 NETT BUY STOCKs BY FOREIGNers
ASII.  @ 69902 (107.27 B )
UNTR @ 25882 (83.63 B )
BMRI.  @ 7288.  (50.29 B )
BBRI.  @ 6895.  (50.29 B )
BUMI.  @ 2403.  (26.21 B )
BBCA @ 8329.  (19.41 B )

6 NETT SELL STOCKs BY FOREIGNers
INDF.    @ 5100 (14.83 B )
INDY.    @ 2551 (8.90 B )
INTP.    @ 15608 (6.07 B )
BBNI.    @ 3993 (5.54 B )
BSDE.  @ 957.  (2.43 B )
ANTM @ 1713.  (1.97 B )

8 MOST ACTIVE STOCKs BY VALUE
BUMI.    @ 2375 (0.00%)
ASII.      @ 70150(+2.40%)
BBRI.    @ 7000 (+2.19%)
BMRI.    @7350.  (+1.37%)
BBNI.    @  4000 (+1.26%)
UNTR.  @ 26150 (+3.97%)
BORN.  @  890.    (+1.13%)
TRAM @ 870.    (+1.16%)

8 MOST ACTIVE STOCKs BY VOLUME
ENRG.  @ 159 (218.546 M)
PNLF.  @ 118.  (139.774 M)
BORN.  @ 890 (121.424 M)
BHIT.    @ 255.  (118.679 M)
BUMI.    @ 2375(101.744 M)
TRAM @ 870 (79.957 M)
BNBR.  @ 51.    (65.563 M)
ELTY.  @ 117.  (48.237 M)

Asing Bertahan, IHSG Sesi I Ditutup Naik 1,12%. Net foreign buy Rp337,55 miliar
http://pasarmodal.inilah.com/read/detail/1794620/asing-bertahan-ihsg-sesi-i-ditutup-naik-112

Sesi I
Investor Kembali Pede, IHSG Menanjak 43 poin
http://finance.detik.com/read/2011/11/09/120410/1763610/6/investor-kembali-pede-ihsg-menanjak-43-poin

Yes! Bursa Eropa Diprediksi akan Reli
http://pasarmodal.inilah.com/read/detail/1794660/yes-bursa-eropa-diprediksi-akan-reli

Bank Saudara Targetkan Laba Rp89 M di 2011
http://pasarmodal.inilah.com/read/detail/1794648/bank-saudara-targetkan-laba-rp89-m-di-2011

PTBA Bayar Dividen Interim Rp238,38 Miliar
http://pasarmodal.inilah.com/read/detail/1794639/ptba-bayar-dividen-interim-rp23838-miliar

IMF Ingatkan Risiko Perekonomian Dunia
http://pasarmodal.inilah.com/read/detail/1794631/imf-ingatkan-risiko-perekonomian-dunia

GMR Singapura Beli 12% Saham IPO Golden Energy
http://pasarmodal.inilah.com/read/detail/1794601/gmr-singapura-beli-12-saham-ipo-golden-energy

Ups! PTBA Somasi Adaro
http://pasarmodal.inilah.com/read/detail/1794597/ups-ptba-somasi-adaro

DSSA Fokus Tuntaskan Proyek Mulut Tambang
http://pasarmodal.inilah.com/read/detail/1794625/dssa-fokus-tuntaskan-proyek-mulut-tambang

BNI Pisahkan Rekening Nasabah dan Sekuritas
http://finance.detik.com/read/2011/11/09/144151/1763790/6/bni-pisahkan-rekening-nasabah-dan-sekuritas

*DJ Dian Swastatika CEO: GMR Energy To Pay $500 Mln For Stake In Golden Energy *DJ Dian Swastatika Gets Shareholders' OK To Sell 30% Stake In Coal Mine To GMR

11:33 AM 11/9 Jakarta - PT Bukit Asam (Persero) Tbk (PTBA) melakukan somasi terhadap PT Adaro Energy Tbk (ADRO) terkait transaksi pembelian saham PT Mustika Indah Permai (MIP) dan tumpang tindih lahan. Dalam pengumuman kuasa hukum PTBA ke publik Rabu (9/11) disebutkan Adaro dalam keterbukaannya ke BEI pada intinya menyampaikan bahwa wilayah IUP MIP tidak tumpang tindih dengan wilayah izin pertambangan pihak mana pun, khususnya PTBA. PTBA menegaskan fakta hukum yang disampaikan Adaro kepada pihak-pihak terkait tidak benar, tidak akurat, dan sepihak dan hanya sepengetahuan Adaro saja dengan mengatakan PTBA tidak memiliki izin pertambangan/Kuasa Pertambangan (KP) sehubungan dengan telah dicabutnya ijin KP Eksploitasi PTBA. Ditambahkan, (selengkapnya email)

11:49 AM 11/9 http://investasi.kontan.co.id/v2/read/1320812948/82248/BYAN-dan-White-Energy-mencari-investor-strategis-untuk-pengembangan-pabrik

Agenda 09 November Rups TBLA, Rups DSSA, ERATEX DJAJA RUPSLB, • China CPI and PPI (Oct): We expect 5.4%Y (6.1%Y in Sep) and 5.7%Y (6.5%Y in Sep) respectively, suggesting abating overall inflation pressures.

Investor masih berburu saham BUMI
http://investasi.kontan.co.id/v2/read/1320809375/82243/Investor-masih-berburu-saham-BUMI-

Rencana membagikan dividen menyebabkan saham PTBA diincar
http://investasi.kontan.co.id/v2/read/1320809750/82244/Rencana-membagikan-dividen-menyebabkan-saham-PTBA-diincar-

Rupiah menguat karena spekulasi asing buru aset domestik
http://investasi.kontan.co.id/v2/read/1320809301/82242/Rupiah-menguat-karena-spekulasi-asing-buru-aset-domestik-

Bank Saudara Rencana Terbitkan Obligasi Rp200 M
http://pasarmodal.inilah.com/read/detail/1794584/bank-saudara-rencana-terbitkan-obligasi-rp200-m

BMTR Jual Saham MNC ke Indonesia Media Partners
http://pasarmodal.inilah.com/read/detail/1794579/bmtr-jual-saham-mnc-ke-indonesia-media-partners

OPEC: Permintaan Minyak Munculkan Risiko Downside
http://pasarmodal.inilah.com/read/detail/1794576/opec-permintaan-minyak-munculkan-risiko-downside

PTBA Somasi Adaro Karena Rebut Lahan Tambang 
http://finance.detik.com/read/2011/11/09/104053/1763441/6/ptba-somasi-adaro-karena-rebut-lahan-tambang

Harga kontrak minyak reli, saham MEDC dan ENRG ikut menanjak
http://investasi.kontan.co.id/v2/read/1320808790/82239/Harga-kontrak-minyak-reli-saham-MEDC-dan-ENRG-ikut-menanjak- 

Fr Bahana:::; Recommendation & valuation:  Retain OVERWEIGHT on solid growth
As a whole, we believe lower rates would have limited impact on interest incomes stemming from the government bond exposure, particularly as we expect most banks’ to be able to manage their earnings assets portfolio well in response to downward trend in interest rates.  Lower interest rates would continue to support loan growth, allowing earnings to grow at CAGR of 20% in 2011-12.  At this stage of the cycle, we maintain our sector OVERWEIGHT with BBRI, BBNI and BBCA as our top picks (exhibit 1)

Japfa Comfeed Indonesia (JPFA.IJ, HOLD) - Higher cost & lower DOC price hit profit
In 9M11, the company’s net profit declined by 10% y/y to Rp541b, though sales grew by 15% y/y to Rp11.9t. While net profit was below expectations, sales were in line with our expectation. Management will issue a bond (maximum Rp1.5t) to cover the refinancing of an old bond (Rp500b) and capital expenditure of Rp1t next year (35% for poultry feed; 40% for DOC; and 25% for fish feed). As we cut net profit assumption and change FY12 capital expenditure assumption, we downgrade TP to Rp4,300 (from Rp4,720). We retain the HOLD recommendation. (kim eng)

Bloomberg: Bukit Asam to Pay Interim Dividend of 103.46 Rupiah a Share

Bloomberg: Palm Oil Gains as Much as 0.7% to 3,065 Ringgit a Metric Ton

Bloomberg; Asian Stocks Rise as Berlusconi Offers to Quit, China CPI Eases

Bloomberg: China May Lean More Towards Pro-Growth With CPI Drop, BofA Says

Bloomberg; *EVOLUTION MAY SEEK M&A IN CHINA, PNG, INDONESIA, KLEIN SAYS

Bloomberg; China Oct. CPI +5.5% y/y vs Est. +5.5%, Slowest Since May

Bloomberg; Gas Negara Agrees on Higher Price for Santos Gas, Kontan Says

Bloomberg: Asia Divergence on Monetary Policy This Week: Standard Chartered

Bloomberg: Rubber Futures Advance as Much as 1.2% in Tokyo

Ikuti Bursa Lain, IHSG Dibuka Naik 0,59%
http://pasarmodal.inilah.com/read/detail/1794564/ikuti-bursa-lain-ihsg-dibuka-naik-059

Inilah Menu Saham Pilihan Rabu (9/11)
http://pasarmodal.inilah.com/read/detail/1794444/inilah-menu-saham-pilihan-rabu-911

Rekomendasi Saham
IHSG Siap Ikuti Penguatan Regional Setelah Berlusconi Mundur
http://finance.detik.com/read/2011/11/09/074245/1763336/6/ihsg-siap-ikuti-penguatan-regional-setelah-berlusconi-mundur

Rencana Mundur PM Italia Dongkrak Saham Asia
http://pasarmodal.inilah.com/read/detail/1794535/rencana-mundur-pm-italia-dongkrak-saham-asia

IHSG Bertenaga, Pilih Saham Berkapitalisasi Besar
http://pasarmodal.inilah.com/read/detail/1794416/ihsg-bertenaga-pilih-saham-berkapitalisasi-besar

Naik Tajam, BEI Awasi Saham MAYA
http://pasarmodal.inilah.com/read/detail/1794548/naik-tajam-bei-awasi-saham-maya

Antam Rencana Terbitkan Obligasi Rp4 Triliun
http://pasarmodal.inilah.com/read/detail/1794542/antam-rencana-terbitkan-obligasi-rp4-triliun

Gren Sejahtera Rencana Lepas 35% Saham ke Publik
http://pasarmodal.inilah.com/read/detail/1794540/gren-sejahtera-rencana-lepas-35-saham-ke-publik

Rencana Buyback, Cermati Saham DOID
http://pasarmodal.inilah.com/read/detail/1794531/rencana-buyback-cermati-saham-doid

Ayo Beli! Bandar Sedang Memburu Saham TKIM
http://pasarmodal.inilah.com/read/detail/1794532/ayo-beli-bandar-sedang-memburu-saham-tkim

ABM Investama anggarkan capex Rp 2,86 triliun di 2012
http://investasi.kontan.co.id/v2/read/1320806677/82231/ABM-Investama-anggarkan-capex-Rp-286-triliun-di-2012-

2012, target produksi batubara Atlas 4,5 juta ton
http://investasi.kontan.co.id/v2/read/1320804600/82225/2012-target-produksi-batubara-Atlas-45-juta-ton-

Latinusa menargetkan penjualan naik 20% - 30% di 2012
http://investasi.kontan.co.id/v2/read/1320804000/82224/Latinusa-menargetkan-penjualan-naik-20-30-di-2012-

AMFG tingkatkan produksi kaca mobil
http://investasi.kontan.co.id/v2/read/1320803400/82223/AMFG-tingkatkan-produksi-kaca-mobil-

BNII menawarkan dua jenis obligasi dengan kupon menarik
http://investasi.kontan.co.id/v2/read/1320796800/82207/BNII-menawarkan-dua-jenis-obligasi-dengan-kupon-menarik-

9:25 AM 11/9 Trades of the Day... Fundamentally: CIMB mempertahankan rating sektor property pada OVERWEIGHT dengan memilih BSDE dan CTRA sebagai top picks kami, dengan target harga Rp1200 dan Rp700. Kami menilai 2012 akan melihat presales slowdown namun FY12-13 akan lebih baik karena earning recognition dari backlogs. Mayoritas saham property yang kami cover melaporkan result 9M11 diatas ekspektasi, kecuali LPKR. On average, laba 9M11 naik 53% yoy. Ada 2 indikator yang kami lihat apakah ada bubble di Jakarta: 1) property value to income, 2) housing debt to value (LTV). Poin pertama dirancukan oleh daya beli sementara poin kedua menunjukan LTV sudah mencapai 80%, kesimpulannya masih jauh dari bubble.
9:28 AM 11/9 ASRI- We maintain our BUY call and raise our TP from Rp530 to Rp600 as we revise up our EPS for 2011 and 2012 by 8% and 22%, respectively. The EPS upgrade is driven by: - strong pre-sales performance - better gross margin - higher launch price for Pasar Kemis Our TP is derived by applying lower discount of 25% to Serpong project and 30% discount for Pasar Kemis and other projects, without incorporating its up-coming capital-raising proposals: the issuance of bonds and non-preemptive rights At current price, ASRI is trading at 47% discount to its NAV of Rp843/share

Dow. 12170.18. +101.79+0.84% Nasdaq. 2727.49. +32.24. +1.20% S&P 500.1275.92. +14.80. +1.17% FTSE. 5567.34. +56.52. +1.03% Dax. 5961.44. +32.76. +0.55% CAC40. 3143.30. +39.70. +1.28% Oil. 96.94. +1.42. +1.49% Gold. 1785.800 -5.300. -0.30% IDR. 8920(source: yahoo finance) Euro. 1.3837 TLKM. 34.05. +0.02+0.06%Rp7593 ISAT. 28.94. +0.10+0.35%Rp5163 BumiPLC.818.500.+3.500. +0.429% EIDO. 30.790.+0.390. +1.283% Timah. 22225. +375. +1.71%. Nickel. 18455. -70. -0.38% CPOJan 3045RM+32RM+1.06%$978 Corn. 660.500+7.250.+1.11% SoybeanOil. 51.850+0.650. +1.27% Wheat. 657.000.+18.250+2.86% Coal 4Nov 116.94vs.117.89(28 Okt)