Bank Nagari Jual 20% Saham di Bursa September 2011
http://www.detikfinance.com/read/2011/05/12/162712/1638384/6/bank-nagari-jual-20-saham-di-bursa-september-2011
Saham Tambang Berjatuhan, IHSG Hampir Tinggalkan Level 3.800
http://www.detikfinance.com/read/2011/05/12/160723/1638366/6/saham-tambang-berjatuhan-ihsg-hampir-tinggalkan-level-3800
Regional Seret IHSG Ditutup Turun 0,76%
http://pasarmodal.inilah.com/read/detail/1506472/regional-seret-ihsg-ditutup-turun-076
Koreksi sektor tambang dan perbankan menumbangkan IHSG 0,77% di sore ini
http://investasi.kontan.co.id/v2/read/1305191975/67356/Koreksi-sektor-tambang-dan-perbankan-menumbangkan-IHSG-077-di-sore-ini
Indonesia Refrains From Raising Key Interest Rate as Economic Growth Eases
http://www.bloomberg.com/news/2011-05-12/indonesia-refrains-from-raising-key-interest-rate-as-economic-growth-eases.html
CLSA Asia-Pacific naikkan proyeksi, saham MAPI cetak rekor hari ini
http://investasi.kontan.co.id/v2/read/1305191528/67355/CLSA-Asia-Pacific-naikkan-proyeksi-saham-MAPI-cetak-rekor-hari-ini
ANTA Umumkan Rencana Go Private 16 Mei 2011
http://pasarmodal.inilah.com/read/detail/1506392/anta-umumkan-rencana-go-private-16-mei-2011
Bank DKI akan IPO Awal Semester 1 2012
http://pasarmodal.inilah.com/read/detail/1506122/bank-dki-akan-ipo-awal-semester-1-2012
BLOOMBERG: MITRA ADIPERKASA GAINS TO RECORD AS CLSA RAISES PRICE ESTIMATE
Coal to Gain From Southeast Asia Demand Growth, Analyst Says
BLOOMBERG: *INDONESIA BANKS LOAN GROWTH AS OF APRIL AT 23.8% YOY, BI SAYS.
INDONESIA INFLATION PRESSURE RISK REMAINS HIGH. STRONGER RUPIAH SO FAR NOT
AFFECTING EXPORTS
RUMORS: PHILIP MORRIS IS EYEING A MAJORITY STAKE IN RMBA; PRICE OFFER AT 3.5 PBV OR 1,085/SHARE. (BV: IDR310)
BNBR: 65-90. First quarter financial performance (which is still on limited audit on Vallar's presence) may be better than most analysts' forecast due to lower debt costs and higher revenue contribution from units. On a two-year outlook, BNBR is the cheapest shares of a diversified company. Its fair value based on a simple PBV valuation should be at IDR130. Its equity capital has increased dramatically by the end of December 2010 due to higher prices of shares of its units. BNBR has a 25% stake in BUMI PLC (now is still Vallar Plc) which owns a controlling shareholding in Bumi Resources and the would-be-unit BRMS. Best buy is at any levels below ID66.
Kerek pendapatan jadi Rp 12,3 triliun, GJTL melejit ke level tertinggi 20 tahun
http://investasi.kontan.co.id/v2/read/1305180987/67326/Kerek-pendapatan-jadi-Rp-123-triliun-GJTL-melejit-ke-level-tertinggi-20-tahun
BCA Bagi Dividen Rp112,5/saham
http://economy.okezone.com/read/2011/05/12/278/456289/bca-bagi-dividen-rp112-5-saham
Holcim Bantah Rencana Go Private
http://www.detikfinance.com/read/2011/05/12/124344/1638105/6/holcim-bantah-rencana-go-private?f9911023
Jahja Setiaatmadja diangkat jadi Presiden Direktur BBCA
http://keuangan.kontan.co.id/v2/read/1305179255/67319/Jahja-Setiaatmadja-diangkat-jadi-Presiden-Direktur-BBCA
DIVIDEN
Kali ini, dividen yang dibagikan WIKA lebih besar yaitu menjadi 35%
http://investasi.kontan.co.id/v2/read/1305180256/67324/Kali-ini-dividen-yang-dibagikan-WIKA-lebih-besar-yaitu-menjadi-35
Bloomberg: Gajah Rises to Highest in Almost 20 Years After Report on Sales
Bloomberg: CLSA's Fishwick Says Indonesia Should Raise Rates
Bloomberg: Energi Mega Rises to 16-Month High After Gas Sales Contract
Bloomberg: Delta Dunia Drops Most in Six Weeks After Rights Offer Plan
Palm Oil Falls as Much as 0.5% to 3,254 Ringgit Per Metric Ton
Telkom Indonesia Cut to 'Underperform' at CIMB-GK Securities
Adira, Benakat Petroleum, Energi Mega: Indonesia Equity Preview
http://www.bloomberg.com/news/2011-05-12/adira-benakat-petroleum-energi-mega-indonesia-equity-preview.html
Indonesia Stocks: Aneka Tambang, Energi Mega, Gajah Tunggal
http://www.bloomberg.com/news/2011-05-12/indonesia-stock-movers-aneka-tambang-delta-dunia-energi-mega.html
Cermati Saham Bakrie, Astra, dan 3 Sektor Lain
http://pasarmodal.inilah.com/read/detail/1505412/cermati-saham-bakrie-astra-dan-3-sektor-lain
Asing Keluar, IHSG Sesi I Berakhir Turun 0,42%
http://pasarmodal.inilah.com/read/detail/1505352/asing-keluar-ihsg-sesi-i-berakhir-turun-042
Koreksi tujuh sektor menyeret IHSG jatuh 0,40% di sesi pertama
http://investasi.kontan.co.id/v2/read/1305177738/67316/Koreksi-tujuh-sektor-menyeret-IHSG-jatuh-040-di-sesi-I
Bursa Regional 'Terbakar', IHSG Melemah 15 Poin
http://www.detikfinance.com/read/2011/05/12/120443/1638056/6/bursa-regional-terbakar-ihsg-melemah-15-poin
Gajah Tunggal (GJTL) membidik pendapatan Rp 12,31 triliun pada 2011, naik 25% dibandingkan 2010 sebesar Rp 9,85 triliun. Pertumbuhan pendapatan akan ditopang meningkatnya permintaan pasar domestik, ditambah kenaikan harga jual ban. Tahun ini, GJTL menyiapkan belanja modal sebesar USD 15-25 juta.
Pelat Timah Nusantara (NIKL) berencana meningkatkan kapasitas produksi baja tipis berlapis timah (tinplate) sebanyak 30 ribu ton. Ekspansi tersebut membutuhkan dana sebesar Rp 150 miliar. Dengan ekspansi, kapasitas kami bertambah menjadi 130 ribu ton menjadi 160 ribu ton. Saat ini, proses sedang berjalan masih sekitar 30-40% dan tahun depan diharapkan kapasitas bisa maksimal. Tahun ini, perseroan menargetkan pertumbuhan volume penjualan naik 10% menjadi 115 ribu ton.
Peletakan batu pertama (ground breaking) pabrik berteknologi blast furnace Krakatau Steel (KRAS) akan dilakukan pada akhir Juli 2011. Pematangan lahan untuk pabrik berkapasitas 1,2 juta ton per tahun di Cilegon itu saat ini sudah mencapai sekitar 20% dan diharapkan tuntas pada kuartal I 2014 atau kuartal II 2014.
Ekadharma International (EKAD) berencana membagi saham bonus yang berasal dari kapitalisasi agio saham. Saham bonus akan diberikan dengan nilai nominal Rp 50/lembar saham dengan rasio 4:1. Rencana tersebut akan dimintakan persetujuan dalam RUPSLB yang akan diselenggarakan pada 26 Mei 2011.
Tower Bersama Infrastructure (TBIG) tidak berniat untuk memangkas utang perseroan pada tahun ini yang mencapai USD 275 juta karena dinilai masih aman. Rasio utang terhadap ekuitas (DER) masih 130% sehingga saat ini perseroan memiliki peluang untuk menambah pinjaman.
Bank Tabungan Negara (BBTN) menunjuk tiga perusahaan sekuritas untuk menjamin pelaksanaan emisi (underwriter) obligasi perseroan senilai Rp2 triliun yang akan diterbitkan pada kuartal II-2011. Ketiga underwriter tersebut yakni, PT Bahana Securities, PT Danareksa Sekuritas, dan PT CIMB Securirtes.
Hanson International (MYRX) melakukan pengikatan jual beli saham dengan PT Usahaprima Bhaktiputera terkait rencana pembelian 60%
Bakrieland Development (ELTY) berencana menambah investasi bisnis hotel bintang dua. Sebagai langkah awal,perseroan membuka Grand Elty Hotel di Tenggarong, Kalimanan Timur. Tahun depan, perseroan akan membuka hotel Elty di Bandung yang memiliki konsep budget hotel dan menyasar kelas menengah bawah.
PT Golden Energy Mines, perusahaan tambang yang juga salah satu anak usaha Dian Swastatika Sentosa (DSSA) kemungkinan akan melakukan IPO pada tahun ini. Rencananya Group Sinarmas akan melepas sekitar 20%-40% kepemilikan sahamnya melalui kombinasi penjualan strategis dan IPO, ditargetkan akan rampung pada Agustus 2011.
Rupert Murdoch, konglomerat asal AS, akan membeli sedikitnya 5% saham Visi Media Asia. Murdoch siap membeli saham Visi Media dalam IPO pada Juni-Juli 2011. Sesuai rencana, IPO Visi Media dijadwalkan pada akhir kuartal II-2011 dan menargetkan perolehan dana Rp 800 miliar – Rp 1 triliun. Perseroan siap melepas 20-25% saham ke publik.
Dari catatan detikFinance, saat ini sudah ada sekitar delapan emiten yang siap menyerap tambahan modal dengan cara menerbitkan saham baru.
Hal serupa akan dilakukan PT Indomobil Sukses Internasional Tbk (IMAS) dengan harga penawaran di kisaran Rp 7.500-9.500 per lembar. Perseroan mengincar Rp 3,28 triliun dari aksi korporasi ini.
Sebelumnya, PT Kresna Graha Sekurindo Tbk (KREN) juga berniat rights issue di harga Rp 700 per dengan mengincar dana Rp 106,288 miliar. Perseroan menerbitkan 151,84 juta lembar saham baru.
Sementara PT Asuransi Bina Dana Arta Tbk (ABDA) akan rights issue senilai Rp 106,916 miliar dengan harga penawaran Rp 310 per lembar.
Salah satu anak usaha PT Astra Internasional Tbk (ASII), PT United Tractor Tbk (UNTR) akan melangsungkan rights issue dengan nilai total Rp 6,06 triliun. Harga penawaran sebesar Rp 15.050 per lembar.
PT Indosprings Tbk (INDS) juga akan menggelar hajatan serupa dengan target dana Rp 285 miliar. Harga penawaran dilakukan di Rp 1.520 per lembar.
Selain itu, ada dua emiten yang berniat rights issue tetapi belum mengeluarkan prospektus, yaitu PT Chandra Asri Petrochemical Tbk (TPIA) dan PT Pembangunan Jaya Ancol Tbk (PJAA).
Teken kontrak jual gas, saham ENRG melaju ke level tertinggi 16 bulan
http://investasi.kontan.co.id/v2/read/1305169914/67295/Teken-kontrak-jual-gas-saham-ENRG-melaju-ke-level-tertinggi-16-bulan
BCA Beli Saham Dinamika Usaha Jaya
http://pasarmodal.inilah.com/read/detail/1505032/bca-beli-saham-dinamika-usaha-jaya
ADES Akan Akhiri Kontrak Lisensi dengan Coca Cola
http://pasarmodal.inilah.com/read/detail/1505002/ades-akan-akhiri-kontrak-lisensi-dengan-coca-cola
Delta Dunia Rights Issue Rp 850-1.200 per Saham
http://www.detikfinance.com/read/2011/05/12/103603/1637964/6/delta-dunia-rights-issue-rp-850-1200-per-saham?f9911023
Meski laba bersih UNSP diprediksi turun, analis tetap berikan rekomendasi BUY
http://investasi.kontan.co.id/v2/read/1305170902/67297/Meski-laba-bersih-UNSP-diprediksi-turun-analis-tetap-berikan-rekomendasi-BUY
Analis: Pasar menanti bunga acuan, rupiah berpeluang konsolidasi hari ini
http://investasi.kontan.co.id/v2/read/1305172170/67302/Analis-Pasar-menanti-bunga-acuan-rupiah-berpeluang-konsolidasi-hari-ini
Harga Jagung, Kedelai dan Gandum Turun
http://www.detikfinance.com/read/2011/05/12/103125/1637957/4/harga-jagung-kedelai-dan-gandum-turun?f9911023
Sentimen inflasi di China bebani bursa Asia
http://www.bisnis.com/market/saham/23466-sentimen-inflasi-di-china-bebani-bursa-asia
Utang Pemerintah Naik Lagi Jadi Rp 1.697 Triliun
http://www.detikfinance.com/read/2011/05/12/115800/1638049/4/utang-pemerintah-naik-lagi-jadi-rp-1697-triliun
IHSG Mei Optimis Menuju 4000
http://pasarmodal.inilah.com/read/detail/1504422/ihsg-mei-optimis-menuju-4000
Jakarta Composite Index, a benchmark that measures all stocks price at Indonesia Stock Exchange (IDX), is estimated to test a new level today in the range of 3,805-3,872. Here are stock recommendations as quoted from Bisnis.com.
Panin Sekuritas:
In the short term, the JCI tends to be mixed with a room to experience further gain relatively limited. The support-resistance level is 3,818-3,867. Top picks: JPFA, GJTL, ASRI, and BBRI.
Reliance Securities:
With candlestick pattern of white marubozu and RSI indicator which is still showing a rise momentum, we see the JCI today may record gain in the movement range of 3,820-3,850. Stocks to watch: UNTR and ANTM.
Sinarmas Sekuritas:
The JCI today technically tends to move higher in the range of 3,813-3,850. Anticipating the announcement of BI Rate may boost the index. Stocks to watch: ASII, INCO, BBRI, and ASRI.
e-Trading Securities:
The index may move in the range of 3,805-3,872 after showing a candlestick pattern of white marubozu, indicating a continuation of bullish signal. Stocks to watch: UNTR, BJBR, and SGRO.
http://www.wisnuwijaya.com/2011/05/stock-recommendations-today_12.html
Fundamentally:
CIMB mempertahankan rating Bank Rakyat Indonesia (BBRI) pada UNDERPERFORM dengan target harga Rp6600 berdasarkan metode GGRM, karena pertumbuhan kredit yang dibawah rata-rata dan menurunnya NIM. Contrarian call kami memiliki resiko apabila rencana rights issue BBRI disetujui pemerintah. Kami memprediksi BBI harus memperlambat kredit dan harus lebih fokus pada corporate loans, sehingga kehilangan premium yang dimiliki saat ini.
CIMB menurunkan rating Telekomunikasi Indonesia (TLKM) dari neutral menjadi UNDERPERFORM dengan target harga Rp7400 (dari Rp8900) dan menurunkan laba inti FY11-13 sebesar 14-16% karena: 1) 1Q11 result dan guidance yang lemah, 2) capital management initiatives yang kurang, 3) rencana untuk investasi ke Kamboja akan mengganggu
BI Diproyeksikan Tahan BI Rate!
http://economy.okezone.com/read/2011/05/11/20/455997/bi-diproyeksikan-tahan-bi-rate
Bloomberg: Adira Dinamika Increases Bond Sale to 2.5 Tln Rupiah, Daily Says
Tunggu Konfirmasi, Pilih Tambang-Bank
http://pasarmodal.inilah.com/read/detail/1503132/tunggu-konfirmasi-pilih-tambang-bank
BUMI Masih 'Up Trend' ke Level Rp3.900
http://pasarmodal.inilah.com/read/detail/1503932/bumi-masih-up-trend-ke-level-rp3900
Inilah Rekomendasi Saham Kamis (12/5)
http://pasarmodal.inilah.com/read/detail/1503432/inilah-rekomendasi-saham-kamis-125
BPS: Masih Ada Peluang Deflasi pada Mei
http://www.investor.co.id/macroeconomics/bps-masih-ada-peluang-deflasi-pada-mei/11742
Harga komoditas anjlok, Dow Jones dan S&P 500 tumbang hingga 1%
http://investasi.kontan.co.id/v2/read/1305155976/67275/Harga-komoditas-anjlok-Dow-Jones-dan-SP-500-tumbang-hingga-1
Mei, Harga Batu Bara Acuan Turun Jadi USD117,61/Ton
Direktorat Jenderal Mineral dan Batubara (Ditjen Minerba) Kementerian ESDM menetapkan harga Batubara Acuan (HBA) Mei 2011 menjadi USD117,61 per ton, atau turun USD4,41 per ton dari USD122,02 per ton pada April 2011.
Rumor Investor Daily (12 Mei )
GREN: Perusahaan industri India akan mengakuisisi GREN, selain itu perseroan berencana membangun pabrik pemintal kapas dr sutra
TKIM: perseroan akan mengakuisisi PT Kertas Kraft Aceh dgn dukungan dana dr sinarmas
Rupert Mardoch, konglomerat asal Amerika Serikat akan membeli sedikitnya 5% saham PT Visi Media Asia (milik Bakrie) penawaran umum perdana pada Juni-Juli 2011
AKARTA. Ace Hardwere International Tbk (ACES) berencana membagikan 50% laba bersihnya sebagai dividen. Maklum, kinerja emiten berkode saham ACES ini naik signifikan di akhir 2010 dibanding tahun sebelumnya.Pendapatan ACES tahun lalu mencapai Rp 1,3 triliun. Dengan pendapatan sebesar itu, laba bersih yang diperoleh mencapai Rp 177,8 miliar. Laba bersih tahun lalu itu meningkat 15% dibanding tahun sebelumnya.Artinya, dividen yang akan dibagikan ACES mencapai Rp 88 miliar. “Tahun ini kami menargetkan pertumbuhan kinerja hingga 20%,” ujar Helen Tanzil, Corporate Secretary ACES, Rabu.
ASII gained the most in 10 weeks in Jakarta trading as Standard & Poor's assigned the company a BBB- long-term corporate credit rating with a stable outlook.
Stocks tumbled 1 percent after three days of gains as a hike in oil and gas inventories triggered a selloff in commodities amid worries of a slowdown in global growth.
☑ Dow. 12630.03. -130.33 -1.02%
Nasdaq. 2845.06. -26.83. -0.93%
S&P 500. 1342.08. -15.08. -1.11%
FTSE. 5976.00. -42.89. -0.71%
Dax. 7495.05. -6.47. -0.09%
CAC40. 4058.08. +5.57. +0.14%
☑ Oil. 98.66. -5.22. -5.03%
Gold. 1501.400. -15.500-1.02%
Rupiah. 8547.5
Euro. 1.4198
TLKM. 35.90. +0.23+0.64% Rp 7671
ISAT. 30.29. +0.07+0.23%.Rp 5178
Vallar. 1,350.00. -8.00. -0.59%
EIDO. 31.75. +0.00. +0.00%
Timah. 29000. -700. -2.36%
Nickel. 24250. -600. -2.41%
CPOJuli3269RM+11RM+0.34%$1092
Corn. 677.250 -30.000. -4.24%
SoybeanOil.56.300. -0.500. -0.88%
Wheat. 759.000 -39.750. -4.98%
Coal 6 May 122.71 vs.122.27(29 Apr)
Thursday, May 12, 2011
@Top Picks: Buy on Weakness In Uptrend Momentum (to Finnish Impulse 3 Minor)
Buy on Weakness 1-3% penurunan: JPFA/ GJTL/ ASII / GGRM/ ITMG/ ARTI/ Banking (BJBR/BBTN/BMRI/BBRI) / ADRO/ TBLA/ LSIP / Bakrie (BUMI/ DEWA/USNP/ENRG/ELTY)/ Property (ASRI/BSDE/CTRA/KIJA)
Wednesday, May 11, 2011
@ASII (+5.50%) / BBRI (+7.14%) & ENRG (+23.19%) : Apakah Masih Bullish Continuation?
13/05: HOLD BUY ASII (58.950)/ ENRG (183 Done +6.55%)/ BBRI (6.250)/ TRUB (72Done = +5.55%) + 76/ BWPT 1.170/ BTPN 2.800/ BBNI 3.900/ JPFA 3.625 (Done = +2.07%) & 3.700 (Done = +7.43%/BORN 1690/BMTR (range trading 700-770) BNBR (83-85 tgt 96/132): http://hitsaham.blogspot.com/2011/05/asii-enrg-apakah-masih-bullish.html HOLD BUY: ITMG (47.000): http://hitsaham.blogspot.com/2011/05/buying-power-selling-power.html HOLD BUY: BBRI (6.150)/ BDMN (6.050)/ BJBR (1.230/1.240): http://hitsaham.blogspot.com/2011/05/banking-average-buy-menjelang-bi-rate.html
ASII (+5.50%) + ENRG (+23.19%) + BBRI (+7.14%) + MNCN (+3.57%) + TRUB (+10.8%) = +50.2% (Average: +10.04/saham) Gross Profit
ASII: Total Gain 4 posisi (1-4) = Gross +5.50% sejak 20 April
(1) Buy jika breakout diatas 53.900 target 54.400 stop loss 53.400 = +0.74%
(2) buy jika breakout 54.400 target 55.100 stop loss 53.800 = +1.28%
(3) buy jika breakout 55.150 target 55.800 stop loss 54.600 = 1.17%
(4) Buy jika breakout diatas 56.200 target 57.500 = +2.31% (Today)
(5) Sell jika breakout 53.500 target 52.800;
(6) Buy 52.800 target 54.400 stop loss dibawah 52.300.
11/05 Sesi 2:
1) Buy jika breakout diatas 58.950 target 60.250 stop loss dibawah 56.950
2) Buy jika breakout 60.700 target 63.500 stop loss dibawah 59.800.
http://hitsaham.blogspot.com/2011/04/asii-potensi-rebound-masih-terbuka.html
ENRG: Total Gross 3 posisi (1-2-4) = Gross +23.19%, sejak 21 April
1) Buy 139/140 target 145 stop loss dibawah 135 = +4.31%2) Buy jika tembus diatas 145 target 149/159 = +9.65%
3) Sell jika tembus dibawah 135 target 130
4) Buy 130 target 142 stop loss dibawah 126 = +9.23%
11/05 Sesi 2:
1). Buy target 195 (TARGET BULL FLAG) stop loss dibawah 178
2). Buy target 300 (TARGET SAUCER) stop loss dibawah 158
http://hitsaham.blogspot.com/2011/04/blog-post_21.html
1) Buy 6.450/6.500 target 6.600 = +2.32%
2) Buy jika tembus diatas 6.600 target 6.850/6.900 stop loss dibawah 6.400
3) Buy jika tembus 7.000 target 7.350 stop loss dibawah 6.800;
4) Sell jika tembus dibawah 6.350 = +4.72%
11/05 Sesi 2:
1) Buy jika tembus 6.250 target 6.600 stop loss dibawah 6.000
2) Buy jika tembus 6.650 target 7.000 stop loss dibawah 6.250
http://hitsaham.blogspot.com/2011/04/bbri-potensi-breakout-uptrend-channel.html
MNCN: Total 1 posisi = Gross +3.57%
1) Buy jika breakout 840 target 870 stop loss dibawah 800 = +3.57%
2) Buy 820 target 840 stop loss dibawah 800;
3) Buy jika breakout 880 target 920 stop loss dibawah 840;
4) Buy jika breakout 920 target 970 stop loss dibawah 880;
5) Buy jika breakout 970 target 1.040 stop loss dibawah 940:
6) Sell jika breakout dibawah 770 target 680.
http://hitsaham.blogspot.com/2011/04/mncn-signal-reversal-bullish-membuka.html
@TRUB: Total 3 posisi (1 - 2 - 4) = Gross +10.8%
1) Buy 62/63 target 66/67 stop loss dibawah 61 = +6.45%
2) Sell jika tembus dibawah 61 target 58 = -3.22%
3) Buy 58 target 61/64 stop loss dibawah 55
4) Buy jika breakout 66 target 71 stop loss dibawah 61 = +7.57%
21/05 Sesi 2:
1) Buy 72 target 76 stop loss dibawah 68
2) Buy jika tembus 76 target 80/81 stop loss dibawah 70.
http://hitsaham.blogspot.com/2011/04/trub-signal-bullish-continuation-yang.html
HOLD BUY: BWPT 1.170/BTPN 2.800/BBNI 3.900/JPFA 3.625 & 3.700/
http://hitsaham.blogspot.com/2011/04/buy-bwpt-bhit-jpfa-bbni-bbri-bbtn-btpn.html
HOLD BUY: BORN 1690/BMTR (range trading 700-770) BJBR (Loss)
http://hitsaham.blogspot.com/2011/04/buy-bmri-bjbr-bmtr-bnbr-born.html
Laporan & Rumor Saham Indonesia 11-05 (Refresh)
Indonesia's second largest coal mining contractor PT Delta Dunia Makmur Tbk (DOID) aims to raise Rp1.3 trillion by issuing a 1.53 billion new shares in July. Delta Dunia offers the exercise price of its new shares in the range of Rp850-Rp1,200 per share. Each holder of 500 existing shares will entitle 79-112 preemptive rights or 79-112 new shares to be issued by Delta Dunia, parent company of PT Bukit Makmur Mandiri Utama (BUMA).
PSDN Jual Saham Aneka Widya Graha
http://pasarmodal.inilah.com/read/detail/1503472/psdn-jual-saham-aneka-widya-graha
Inflasi China Picu Rupiah Meroket ke 8.526
http://pasarmodal.inilah.com/read/detail/1503422/inflasi-china-picu-rupiah-meroket-ke-8526
Bentuk JV, AKR Corporindo Bangun Jalan Tambang di Kalimantan
http://economy.okezone.com/read/2011/05/11/278/455988/bentuk-jv-akr-corporindo-bangun-jalan-tambang-di-kalimantan
IDB Siap 'Guyur' US$ 3,3 Miliar ke RI
http://www.detikfinance.com/read/2011/05/11/171100/1637531/4/idb-siap-guyur-us--33-miliar-ke-ri
Coal miner
PT Indo Tambangraya Megah Tbk (ITMG), that is controlled by Thai Banpu Plc, experienced a 41.77% increase in net profit for the first quarter of this year on the back of higher net sales. Indo Tambang posted US$95.23 million net profit or US$0.08 per share in 1Q 2011 from US$67.17 million or US$0.06 per share in 1Q 2010. Operating profit increased 25.82% to US$117.43 million from US$93,33 million, reflecting a higher margin to 25.07% from 23.17%. Indo Tambang booked a 16.24% increase in net sales to US$468.33 million from US$402.89 billion. Enel Trade SpA made a US$48.67 million of coal purchase from Indo Tambang, counting 10.4% of consolidated total sales.Banpu Minerals (Singapore) Pte Ltd controls 65% shareholding in Indo Tambang, President Director Hartono Widjaja owns 0.01% stake, and public shareholders own 34.99%
Euforia Kenaikan Dow Dukung IHSG di Zona Positif
http://pasarmodal.inilah.com/read/detail/1502972/euforia-kenaikan-dow-dukung-ihsg-di-zona-positif
Menanjak 37 Poin, IHSG Naik Paling Tinggi di Asia. Asing net buy Rp 354 miliar
http://www.detikfinance.com/read/2011/05/11/160533/1637468/6/menanjak-37-poin-ihsg-naik-paling-tinggi-di-asia
Makin Optimis, IHSG Melejit 37 Poin
http://economy.okezone.com/read/2011/05/11/278/455946/makin-optimis-ihsg-melejit-37-poin
Inilah 10 Top Foreign Buy Hari Ini
http://pasarmodal.inilah.com/read/detail/1503142/inilah-10-top-foreign-buy-hari-ini
Inilah 10 Top Foreign Sell Hari Ini
http://pasarmodal.inilah.com/read/detail/1503172/inilah-10-top-foreign-sell-hari-ini
Jakarta - PT Energi Mega Persada Tbk (ENRG) memasok gas ke PT PLN (Persero) sebesar 4.990 BBTU dengan masa kontrak 6 enam tahun terhitung mulai Mei tahun ini dan berakhir di Mei 2017. Gas yang disalurkan tersebut berasal dari Blok Gelam TAC, Jambi. Blok tersebut diharapkan dapat mulai memproduksi dan menyalurkan gasnya ke PLN pada Oktober 2011. Rata-rata produksi gas di blok tersebut sekitar 2,5 juta kaki kubik per hari. Sementara harga jualnya sebesar US$ 4,9 per MMBTU. Perjanjian itu juga termasuk eskalasi harga jual gas sebesar 3% per tahun. "Kami berharap untuk dapat meningkatkan harga jual gas secara berkala menjadi di atas US$ 4 per MMBTU dalam 24 bulan ke depan," kata Presiden Direktur ENRG Imam Agustino dalam siaran persnya, Rabu (11/5/2011).Emiten berkode ENRG itu melalui anka-anak usahanya menguasai 100% kepemilikan di blok Gelam TAC, Jambi. Selama 2010 lalu, blok Gelam telah memproduksi hampir 300 barel minyak per hari.
Gajah Tunggal,Tbk
(GJTL IJ; BUY; TP IDR 2,850 ):
OSK Nusadana
1Q11 results review - Non operating income boost bottom line GJTL 1Q11 net income came in at IDR332bn (+99.3% q-o-q or +34.6% y-o-y), above our expectation which comprised of 32.1% of our full year estimate, boosted by higher forex gain of IDR128bn (vs IDR40bn in 2011f forecast) and higher equity income from associate company of IDR57bn (+53.5% q-o-q or +291.8% y-o-y; vs IDR18bn in 2011f). However gross margin came in at 14.8% (vs 17.9% in 4Q10), lower than our estimate’s 19.6% for 2011f.
Raw material price put pressure on gross margin. Given GJTL’s purchasing policy of using previous month average spot price and around one month average inventory days, rubber price benchmark for GJTL raw material manufacturing expense increased approximately by 35% q-o-q from USD3.57/kg in 4Q10 to USD4.83/kg in 1Q11. In the same period, oil price also increased by 12.4%. With raw material consist of 77% production cost (FY10 basis; 37% natural rubber and 67% oil derivatives) and only around 8% ASP increased, 1Q11 gross margin declined to 14.8% in 1Q11. We revise up our rubber and oil price assumption to USD5.25/kg and USD95/barrel, respectively for 2011 onward which bring down our 2011f gross margin forecast to 16.2% from 19.6% previously. Nevertheless we expect the gross margin to be better in 2Q11 as GJTL applied another price increase in April.
∙ Higher than expected non operating income. The lower gross profit is offset by higher than expected forex gain of IDR128bn which mainly came from USD435m bond as IDR strengthen by 3.04% from end of 4Q10 to end of 1Q11. Another positive surprise also came from higher than expected Polychem (ADMG IJ) net income which contributed IDR57bn to GJTL. We revise our USD assumption to IDR8,750/USD for 2011 and onward which will bring our 2011f forex gain forecast to IDR108bn. We also increase the expected equity in net income from associate company item to IDR105bn.
From Maxi (analis BNI Securities);
*Kinerja SSIA mencatat perkembangan yg sgt signifikan pada 1Q11 Pendapatan meningkat tajam menjadi Rp976,8 milyar pada 1Q11 dari Rp325,4 milyar pada 1Q10
Pada tahun ini SSIA menjual tanah kawasan industri Rp519,4 milyar. Laba bersih melonjak tajam menjadi Rp127,7 milyar dari Rp3,3 milyar
Dolar Gamang, Rupiah Menguat ke Rp8.546/USD
http://economy.okezone.com/read/2011/05/11/278/455931/dolar-gamang-rupiah-menguat-ke-rp8-546-usd
Bloomberg: Indonesia Coal Producers ‘Optimistic’ on Exports, AsiaPulse Says
Anindya Bakrie: IPO Visi Asia Media Q2-2011
http://pasarmodal.inilah.com/read/detail/1502642/anindya-bakrie-ipo-visi-asia-media-q2-2011
JP Morgan: ASRI Take Profit at Rp 400
JPFA & GJTL calon masuk msci indnesia index; weighting 0.15 each.
REMINDER::12 May 2011 Rups BAYU, WIKA, FASW, MEGA, BRPT, BBCA, SMDR, PENGUMUMAN BI RATE, Akhir penawaran IPO Buana Listya Tama 105-175, Cum Dev TOTL 14,67, Cum Dev BPFI 10, Cum Dev LPGI 112
12 May 2011 Rups BAYU, WIKA, FASW, MEGA, BRPT, BBCA, SMDR, Pengumuman BI Rate, Akhir penawaran IPO Buana Listya Tama 105-175, Cum Dev BPFI 10, Cum Dev LPGI 112
13 May 2011 Rups TRAM, BNII, PBRX (stock split 1:4), NIPS. Toko Gunung Agung, Listing Ipo Metropolitan Land, Akhir Penawaran Obligasi Subordinasi I BNII
16 May 2011 Rups JPFA, MBAI, Cum Dev AKSI 1
18 May 2011 Rups HMSP, EPMT, PYFA, KKGI, PTSP, Pembangunan Graha Lestari, CPIN, BBNI, PGLI, BBKP, ADRO -mengikuti tender PLTU 2 x 1000 US$ 3 miliar megawatt di Kalimantan Selatan. PLN akan melakukan prakualifikasi ulang untuk proyek ini karena jumlah peserta tendernya kurang. Prakualifikasi ulang ini akan berjalan pada 18 Mei 2011.
Standard & Poor’s tetapkan peringkat utang di BBB-, saham ASII melaju 3,7%
http://investasi.kontan.co.id/v2/read/1305100489/67228/Standard-Poors-tetapkan-peringkat-utang-di-BBB-saham-ASII-melaju-37
Analis Pun Memilih Saham Bakrie
http://pasarmodal.inilah.com/read/detail/1502172/analis-pun-memilih-saham-bakrie
Bapepam Restui Bakrie & Brothers Kuasi Reorganisasi
http://www.detikfinance.com/read/2011/05/11/134938/1637288/6/bapepam-restui-bakrie-brothers-kuasi-reorganisasi
Top Pick Saham Pilihan CIMB (idx 4.370)
ASRI TP 380
BBKP TP 1.200
BMRI TP 9.300
BBTN TP 2.800
BORN TP 2.250
CTRA TP 460
GGRM TP 55.000
ITMG TP 60.900
INDF TP 6.200
HRUM TP 12.000
SGRO Outperform dr Netral
Bapepam Restui Bakrie & Brothers Kuasi Reorganisasi
Ketua Bapepam-LK Nurhaida, menilai setiap emiten dapat melakukan kuasi reorganisasi, termasuk Bakrie & Brothers (BNBR), asalkan memenuhi syarat yang ditentukan.
Jp Morgan: ( Brau ) the cheapest valuation on coal in 15X Pe. The completed tender offer its gonna be intersting to go private after bumi plc announce . Tp 750. Another story from clsa : switching born to brau.
JPFA: 3,400-4,800. Japfa should benefit from the increased consumers' purchasing power that could support well its core business: the upstream and downstream poultry feed. It is now trading at a p/e ratio of only 6.2X its 2011 prospective earnings compared with closest rival CPIN of 10.4X. On the PBV terms, JPFA is now trading at a pbv ratio of only 2.3X which looks more attractive than CPIN OF 6.08X. Dividend per share may be at IDR200/share compared with IDR60/share of CPIN. My 12-month target is at IDR4,500
Bank Mandiri & BNI Siap Biaya proyek PLN Rp 15 Triliun
http://www.detikfinance.com/read/2011/05/11/132757/1637256/5/bank-mandiri-bni-siap-biaya-proyek-pln-rp-15-triliun
Akuisisi perusahaan 4G lokal, BTEL butuh dana US$ 100 juta
http://investasi.kontan.co.id/v2/read/1305095282/67208/Akuisisi-perusahaan-4G-lokal-BTEL-butuh-dana-US-100-juta
ASII, UNTR, dan BBRI menjadi tiga bluechips yang bikin indeks garang
http://investasi.kontan.co.id/v2/read/1305091133/67201/ASII-UNTR-dan-BBRI-menjadi-tiga-bluechips-yang-bikin-indeks-garang
Astra Angkat IHSG Sesi I Ditutup Naik 0,5%
http://pasarmodal.inilah.com/read/detail/1501912/astra-angkat-ihsg-sesi-i-ditutup-naik-05
Inflasi China Melambat, IHSG Melaju 19 Poin
http://www.detikfinance.com/read/2011/05/11/120404/1637168/6/inflasi-china-melambat-ihsg-melaju-19-poin
UBS AG Singapore Naikkan Kepemilikan di CMNP
http://pasarmodal.inilah.com/read/detail/1502122/ubs-ag-singapore-naikkan-kepemilikan-di-cmnp
Eksplorasi INCO April Telan Biaya US$414,48 Juta
http://pasarmodal.inilah.com/read/detail/1501932/eksplorasi-inco-april-telan-biaya-us41448-juta
RUPST TBIG setuju membagikan dividen 34,86% dari laba bersih 2010
http://investasi.kontan.co.id/v2/read/1305089726/67197/RUPST-TBIG-setuju-membagikan-dividen-3486-dari-laba-bersih-2010
Holcim Indonesia (SMCB) menginvestasikan Rp 1,2 miliar untuk mengembangkan pola distribusi dengan membangun Concrete Products Manufacture di Jawa Timur. CPM Holcim ke-24 yang didirikan di kawasan Manukan, Surabaya itu diproyeksikan akan melayani lebih dari 150 ritel Holcim di Jatim. Pembangunan CPM juga untuk membantu mewujudkan kebutuhan rumah yang mencapai 8 juta. Sebagai target didirikannya CPM di Surabaya,Holcim tidak akan memfokuskan pada penjualan, tapi pada distribusi merata dan produk Holcim mudah didapat.
Bank Rakyat Indonesia (BBRI) telah menyalurkan kredit pemilikan apartemen (KPA) senilai hampir Rp500 miliar di Apartemen Kemang Village, Jakarta Selatan. Perseroan kembali menyasar KPA untuk menara (tower) apartemen Kemang Village yang baru dengan target pencapaian Rp150 miliar.
Malindo Feedmill (MAIN) membukukan laba bersih Rp 40,5 miliar pada selama kuartal I-2011, meningkat 132% dibandingkan periode sama tahun lalu Rp 17,4 miliar. Lonjakan laba dipicu naiknya penjualan hingga 42,4% menjadi Rp 650,8 miliar. Pabrik pakan ternak perseroan di Cikande, Serang, Banten juga mulai beroperasi dan membuat kapasitas produksi naik 2 kali lipat. Perseroan juga akan masuk bisnis hilir dengan memproduksi makanan olahan, seperti nugget dan sosis.
Adaro Energy (ADRO) melunasi hutang penyertaan 25% sahamnya di proyek IndoMet Coal dengan mengucurkan dana USD357.777juta atau sekitar Rp3.2triliun pada kuartal I/2011. Dana tersebut mengalir sebagai investasi ke tujuh perusahaan asosiasi hasil patungan Adaro dengan BHP Biliton yang memiliki 75% sisa saham.
Rumor akuisisi Bank of Tokyo membuat saham SDRA terjungkal
http://investasi.kontan.co.id/v2/read/1305087418/67188/Rumor-akuisisi-Bank-of-Tokyo-membuat-saham-SDRA-terjungkal
JAKARTA, May 11 - Following is a list of events in Indonesia as well as news stories and press reports which may influence financial markets.
PRESS DIGEST
- HOLCIM INDONESIA AND BARITO PACIFIC PLAN TO DELIST FROM IDX IN 2011
The delisting plan of the two big cap Indonesian companies Holcim Indonesia and Barito Pacific from Indonesian Stock Exchange was recovered late yesterday from the most widely accessed Indonesian online news portal, detik.com. While covering the interview with Eddy Sugito, IDX Listed Companies Evaluation Director, on the voluntary suspension of Anta Tour due to its delisting plan, it was indicated in the coverage that the two companies, Holcim and Barito, have also submitted their plans to delist from the exchange. The similar news on Anta Tour suspension and the issues of companies delisting had also been covered in a few local media the same day, but only detik.com apparently did mention the delisting plan of the two other. Knowledgeable sources from the two companies declined to comment. Barito's plan of delisting, however, had been rumored in early March this year, while the news on Holcim delisting after the acquisition of Semen Cibinong was for the first time strongly to resurface. PT Holcim Indonesia, a cement producer, was unchanged at 2,150 rupiah yesterday and PT Barito Pacific (BRPT.JK), the nation’s largest producer of the petrochemical, gained 4.67 percent to 1,120 rupiah. (DetikFinance, http://www.detikfinance.com/read/2011/05/10/163242/1636561/6/bei-pertanyakan-rencana-delisting-anta-tour)
Harga di kuartal I relatif tinggi, ECM Libra naikkan proyeksi harga CPO
http://investasi.kontan.co.id/v2/read/1305087856/67190/Harga-di-kuartal-I-relatif-tinggi-ECM-Libra-naikkan-proyeksi-harga-CPO
Bumi Plc siap tender offer, saham BRAU melayang tinggi
http://investasi.kontan.co.id/v2/read/1305086970/67186/Bumi-Plc-siap-tender-offer-saham-BRAU-melayang-tinggi
Berencana bayar dividen, saham INTP dongkrak laju sektor industri dasar
http://investasi.kontan.co.id/v2/read/1305086622/67185/Berencana-bayar-dividen-saham-INTP-dongkrak-laju-sektor-industri-dasar
Cadangan Devisa RI Naik Lagi Jadi US$ 115,8 Miliar
http://www.detikfinance.com/read/2011/05/11/103455/1637034/5/cadangan-devisa-ri-naik-lagi-jadi-us--1158-miliar
Inflasi China Turun Jadi 5,3%
http://economy.okezone.com/read/2011/05/11/213/455720/inflasi-china-turun-jadi-5-3
BLOOMBERG: *INDONESIA CONSIDERING LOWERING MAXIMUM PALM OIL EXPORT TAX RATE
BLOOMBERG: *INDONESIA CONSIDERING USING LOCAL PALM OIL PRICE FOR BENCHMARK
BBCA bakal terbitkan obligasi Rp 2 triliun
http://investasi.kontan.co.id/v2/read/1305086032/67183/BBCA-bakal-terbitkan-obligasi-Rp-2-triliun
Saham ANTM melesat seiring lonjakan harga nikel
http://investasi.kontan.co.id/v2/read/1305086263/67184/Saham-ANTM-melesat-seiring-lonjakan-harga-nikel
BLOOMBERG: BANK CENTRAL ASIA MAY SELL SUBDEBT IN Q3 OR Q4, DIRECTOR SAYS
BLOOMBERG: BANK INDONESIA MAINTAINS `TIGHT' MONETARY POLICY STANCE :BI IJ
Bloomberg: Indocement Gains, Boosting Industry Index, After Dividend Plan
REMINDER:::UNSP: Vallar Plc disebut” akan membeli 15% saham UNSP, dan masuknya Vallar diduga bakal menambah cash flow UNSP setelah membeli PT Domba Mas, Laba Bersih 1Q diprediksi meroket 300% menjadi Rp 192 Miliar, karena lonjakan harga karet dn CPO
UNSP is now trading at a 32% discount to its book value and more than a 69.5% discount to its NAVs. It is now trading at a p/e ratio of 17X its 2011 prospective earnings. Fair value based on an industrial PBV ratio of 2.2X is at IDR1,266 per share on a p/e ratio is at IDR522. It's a buy at any levels below 405.
REMINDER::: Cum Dev PANS idr 80 tgl 08 Juni 2011
SIAMCEMENT HAS FILED A LETTER TO THE THAI STOCK EXCHANGE REGARDING ITS PLAN TO BUY MAJORITY IN TWO INDONESIAN COMPANIES, NAMELY PT KOKOH INTI AREBAMA TBK (KOIN) AND PT KERAMIKA INDUSTRI ASOSIASI (KIAS). IT WILL COMPLETE THE ACQUISITION IN LATE MAY. Bookmark
Rumor proses pelepasan 10% ADRO ke grup Astra dikabarkan tetap berjalan. ADRO dikabarkan bakal melepas 10% sahamnya di harga Rp 2.800 (Disc on).
Rumours: Bank of Tokyo akuisisi Bank Saudara (SDR) melalui tender offer di harga Rp300, senilai 2 kali nilai buku. Pelaksana aksi korporasi ini adalah UBS dan Kresna Securities. Disclaimer ON
PT Delta Dunia Makmur Tbk (DOID), parent of Indonesia's second largest coal mining contractor PT Bukit Makmur Mandiri Utama (BUMA), is nigh to launch a preemptive rights issue in a bid to put down its leverage. For sure, Delta Dunia, which is indirectly owned by Texas Pacific Group, Government of Singapore's Investment Corporation, and China Investment Corporation, urgently requires an equity injection to underpin its expansion strategy.If you compare with the leverage of PT United Tractors Tbk (UNTR), parent of Indonesia's largest coal mining contractor PT Pamapersada Nusantara, DOID's debt to equity ratio (DER) is 5 folds higher than United Tractors's DER, a measure that calculates a company's leverage.In tandem with the proposed rights issue.
BLOOMBERG: BANK INDONESIA SEES `PROBABILITY' OF `SLIGHT DEFLATION' IN MAY
Optimisme UNTR meski terkendala pasokan
http://investasi.kontan.co.id/v2/read/1305079275/67155/Optimisme-UNTR-meski-terkendala-pasokan
Aneka, Berlian Laju, Inco, Indocement: Indonesia Equity Preview
http://www.bloomberg.com/news/2011-05-11/aneka-berlian-laju-inco-indocement-indonesia-equity-preview.html
TMPO targetkan laba bersih naik 60% di 2011
http://investasi.kontan.co.id/v2/read/1305082035/67169/TMPO-targetkan-laba-bersih-naik-60-di-2011
Rekomendasi Saham TA & FA:
http://investasi.kontan.co.id/v2/rekomendasi
Rekomendasi: Saham apa yang menarik hari ini?
http://www.bisnis.com/market/saham/23276-rekomendasi-saham-apa-yang-menarik-hari-ini
Ancora Energi dan AIR Teken Jual Beli RKBM
http://pasarmodal.inilah.com/read/detail/1057732/ancora-energi-dan-air-teken-jual-beli-rkbm
Hanson Beli 60% Saham Usahaprima Bhaktiputera
http://pasarmodal.inilah.com/read/detail/1501022/hanson-beli-60-saham-usahaprima-bhaktiputera
BLOOMBERG: *BANK INDONESIA MUST RAISE RATES AT `SOME POINT:' BRODJONEGORO
Salim Ivomas dan Buana Listya siap masuk bursa
http://investasi.kontan.co.id/v2/read/1305078434/67146/Salim-Ivomas-dan-Buana-Listya-siap-masuk-bursa
Indonesia Stocks Expected To Open Higher
http://news.ino.com/headlines/?newsid=51020111933
Data Ekonomi China Dongkrak Saham Asia
http://pasarmodal.inilah.com/read/detail/1500942/data-ekonomi-china-dongkrak-saham-asia
Bloomberg: Bank DKI Plans to Offer 750 Billion Rupiah of Debt June 9-13
BLOOMBERG: INDOMOBIL SAYS TO SELL NEW SHARES IN 3.28T RUPIAH RIGHTS OFFER
KIAS Bisa Tembus Rp 200
SAHAM PT Keramika Indonesia Assosiasi Tbk (KIAS) berpeluang menembus level Rp 200 seiring kabar akan dijadikan kendaraan backdoor listing oleh perusahaan semen asal Thailand. Selain itu, bakal masuknya dana segar dari bank swasta ternama berpotensi memacu harga KIAS. Saham KIAS kemarin terpangkas Rp 1 (-1,08%) menjadi Rp 92.
Inilah Saham Pilihan Rabu (11/5/2011)
http://pasarmodal.inilah.com/read/detail/1500202/inilah-saham-pilihan-rabu-1152011
IHSG Berpeluang Tembus Level 3.830
http://economy.okezone.com/read/2011/05/10/278/455641/ihsg-berpeluang-tembus-level-3-830
BI Menahan Agar Penguatan Rupiah Tak Terlalu Cepat
http://pasarmodal.inilah.com/read/detail/1499872/bi-menahan-agar-penguatan-rupiah-tak-terlalu-cepat
Penjualan Properti Cowell Capai Rp175 Miliar
http://www.investor.co.id/home/penjualan-properti-cowell-capai-rp175-miliar/11658
Harga Minyak Naik karena Banjir Ancam Kilang AS
http://www.investor.co.id/marketandcorporatenews/harga-minyak-naik-karena-banjir-ancam-kilang-as/11654
Telkom Segera Luncurkan 3 Program Baru Speedy
http://www.investor.co.id/telecommunication/telkom-segera-luncurkan-3-program-baru-speedy/11657
Sampoerna Strategic Resmi Akuisisi 85% Saham Bank Dipo
http://economy.okezone.com/read/2011/05/10/278/455620/sampoerna-strategic-resmi-akuisisi-85-saham-bank-dipo
Tender Offer Vallar Efektif
http://economy.okezone.com/read/2011/05/11/278/455680/tender-offer-vallar-efektif
BI Rate Masih Aman di 6,75%
http://economy.okezone.com/read/2011/05/11/20/455686/bi-rate-masih-aman-di-6-75
Trades of the Day...
Fundamentally:
CIMB mempertahankan rating Astra International (ASII) pada NEUTRAL dengan target harga Rp62000 masih berdasarkan metode SOP atau 13.5x FY12 PER. Dampak pertama dari bencana di Jepang mulai terasa pada bulan April, dengan wholesales hanya sekitar 62k unit, -24% mom dan 5% yoy. Hal ini akan berlanjut hingga Juni dilihat dari komentar senior management. Program discount telah dihentikan sehingga margin akan meningkat pada 2Q11.
CIMB mempertahankan rating XL Axiata (EXCL) pada NEUTRAL dengan target harga Rp7500 masih berdasarkan metode DCF (WACC 11.9%) dan tetap menjadi top pick kami untuk telco Indonesia. XL telah mengganti sejumlah senior management untuk focus pada “user experience”. XL sepertinya mampu meningkatkan kualitas service dan membangun
Branding.
CIMB mempertahankan rating London Sumatera (LSIP) pada NEUTRAL dengan target harga Rp3200 atau sekitar 15x CY12 PER. Katalis akan datang dari listing dari SIMP dan dividend upside. SIMP ditawarkan pada Rp1060-1700. Sejak announcement ini, IFAR telah turun 17% sementara LSIP naik 14%, INDF telah naik 20%. Meskipun tidak ada dampak finansial, apabila SIMP ternyata dihargai pada rentang atas, LSIP sepertinya akan diuntungkan.
PSDN Jual Saham Aneka Widya Graha
http://pasarmodal.inilah.com/read/detail/1503472/psdn-jual-saham-aneka-widya-graha
Inflasi China Picu Rupiah Meroket ke 8.526
http://pasarmodal.inilah.com/read/detail/1503422/inflasi-china-picu-rupiah-meroket-ke-8526
Bentuk JV, AKR Corporindo Bangun Jalan Tambang di Kalimantan
http://economy.okezone.com/read/2011/05/11/278/455988/bentuk-jv-akr-corporindo-bangun-jalan-tambang-di-kalimantan
IDB Siap 'Guyur' US$ 3,3 Miliar ke RI
http://www.detikfinance.com/read/2011/05/11/171100/1637531/4/idb-siap-guyur-us--33-miliar-ke-ri
Coal miner
PT Indo Tambangraya Megah Tbk (ITMG), that is controlled by Thai Banpu Plc, experienced a 41.77% increase in net profit for the first quarter of this year on the back of higher net sales. Indo Tambang posted US$95.23 million net profit or US$0.08 per share in 1Q 2011 from US$67.17 million or US$0.06 per share in 1Q 2010. Operating profit increased 25.82% to US$117.43 million from US$93,33 million, reflecting a higher margin to 25.07% from 23.17%. Indo Tambang booked a 16.24% increase in net sales to US$468.33 million from US$402.89 billion. Enel Trade SpA made a US$48.67 million of coal purchase from Indo Tambang, counting 10.4% of consolidated total sales.Banpu Minerals (Singapore) Pte Ltd controls 65% shareholding in Indo Tambang, President Director Hartono Widjaja owns 0.01% stake, and public shareholders own 34.99%
Euforia Kenaikan Dow Dukung IHSG di Zona Positif
http://pasarmodal.inilah.com/read/detail/1502972/euforia-kenaikan-dow-dukung-ihsg-di-zona-positif
Menanjak 37 Poin, IHSG Naik Paling Tinggi di Asia. Asing net buy Rp 354 miliar
http://www.detikfinance.com/read/2011/05/11/160533/1637468/6/menanjak-37-poin-ihsg-naik-paling-tinggi-di-asia
Makin Optimis, IHSG Melejit 37 Poin
http://economy.okezone.com/read/2011/05/11/278/455946/makin-optimis-ihsg-melejit-37-poin
Inilah 10 Top Foreign Buy Hari Ini
http://pasarmodal.inilah.com/read/detail/1503142/inilah-10-top-foreign-buy-hari-ini
Inilah 10 Top Foreign Sell Hari Ini
http://pasarmodal.inilah.com/read/detail/1503172/inilah-10-top-foreign-sell-hari-ini
Jakarta - PT Energi Mega Persada Tbk (ENRG) memasok gas ke PT PLN (Persero) sebesar 4.990 BBTU dengan masa kontrak 6 enam tahun terhitung mulai Mei tahun ini dan berakhir di Mei 2017. Gas yang disalurkan tersebut berasal dari Blok Gelam TAC, Jambi. Blok tersebut diharapkan dapat mulai memproduksi dan menyalurkan gasnya ke PLN pada Oktober 2011. Rata-rata produksi gas di blok tersebut sekitar 2,5 juta kaki kubik per hari. Sementara harga jualnya sebesar US$ 4,9 per MMBTU. Perjanjian itu juga termasuk eskalasi harga jual gas sebesar 3% per tahun. "Kami berharap untuk dapat meningkatkan harga jual gas secara berkala menjadi di atas US$ 4 per MMBTU dalam 24 bulan ke depan," kata Presiden Direktur ENRG Imam Agustino dalam siaran persnya, Rabu (11/5/2011).Emiten berkode ENRG itu melalui anka-anak usahanya menguasai 100% kepemilikan di blok Gelam TAC, Jambi. Selama 2010 lalu, blok Gelam telah memproduksi hampir 300 barel minyak per hari.
Gajah Tunggal,Tbk
(GJTL IJ; BUY; TP IDR 2,850 ):
OSK Nusadana
1Q11 results review - Non operating income boost bottom line GJTL 1Q11 net income came in at IDR332bn (+99.3% q-o-q or +34.6% y-o-y), above our expectation which comprised of 32.1% of our full year estimate, boosted by higher forex gain of IDR128bn (vs IDR40bn in 2011f forecast) and higher equity income from associate company of IDR57bn (+53.5% q-o-q or +291.8% y-o-y; vs IDR18bn in 2011f). However gross margin came in at 14.8% (vs 17.9% in 4Q10), lower than our estimate’s 19.6% for 2011f.
Raw material price put pressure on gross margin. Given GJTL’s purchasing policy of using previous month average spot price and around one month average inventory days, rubber price benchmark for GJTL raw material manufacturing expense increased approximately by 35% q-o-q from USD3.57/kg in 4Q10 to USD4.83/kg in 1Q11. In the same period, oil price also increased by 12.4%. With raw material consist of 77% production cost (FY10 basis; 37% natural rubber and 67% oil derivatives) and only around 8% ASP increased, 1Q11 gross margin declined to 14.8% in 1Q11. We revise up our rubber and oil price assumption to USD5.25/kg and USD95/barrel, respectively for 2011 onward which bring down our 2011f gross margin forecast to 16.2% from 19.6% previously. Nevertheless we expect the gross margin to be better in 2Q11 as GJTL applied another price increase in April.
∙ Higher than expected non operating income. The lower gross profit is offset by higher than expected forex gain of IDR128bn which mainly came from USD435m bond as IDR strengthen by 3.04% from end of 4Q10 to end of 1Q11. Another positive surprise also came from higher than expected Polychem (ADMG IJ) net income which contributed IDR57bn to GJTL. We revise our USD assumption to IDR8,750/USD for 2011 and onward which will bring our 2011f forex gain forecast to IDR108bn. We also increase the expected equity in net income from associate company item to IDR105bn.
From Maxi (analis BNI Securities);
*Kinerja SSIA mencatat perkembangan yg sgt signifikan pada 1Q11 Pendapatan meningkat tajam menjadi Rp976,8 milyar pada 1Q11 dari Rp325,4 milyar pada 1Q10
Pada tahun ini SSIA menjual tanah kawasan industri Rp519,4 milyar. Laba bersih melonjak tajam menjadi Rp127,7 milyar dari Rp3,3 milyar
Dolar Gamang, Rupiah Menguat ke Rp8.546/USD
http://economy.okezone.com/read/2011/05/11/278/455931/dolar-gamang-rupiah-menguat-ke-rp8-546-usd
Bloomberg: Indonesia Coal Producers ‘Optimistic’ on Exports, AsiaPulse Says
Anindya Bakrie: IPO Visi Asia Media Q2-2011
http://pasarmodal.inilah.com/read/detail/1502642/anindya-bakrie-ipo-visi-asia-media-q2-2011
JP Morgan: ASRI Take Profit at Rp 400
JPFA & GJTL calon masuk msci indnesia index; weighting 0.15 each.
REMINDER::12 May 2011 Rups BAYU, WIKA, FASW, MEGA, BRPT, BBCA, SMDR, PENGUMUMAN BI RATE, Akhir penawaran IPO Buana Listya Tama 105-175, Cum Dev TOTL 14,67, Cum Dev BPFI 10, Cum Dev LPGI 112
12 May 2011 Rups BAYU, WIKA, FASW, MEGA, BRPT, BBCA, SMDR, Pengumuman BI Rate, Akhir penawaran IPO Buana Listya Tama 105-175, Cum Dev BPFI 10, Cum Dev LPGI 112
13 May 2011 Rups TRAM, BNII, PBRX (stock split 1:4), NIPS. Toko Gunung Agung, Listing Ipo Metropolitan Land, Akhir Penawaran Obligasi Subordinasi I BNII
16 May 2011 Rups JPFA, MBAI, Cum Dev AKSI 1
18 May 2011 Rups HMSP, EPMT, PYFA, KKGI, PTSP, Pembangunan Graha Lestari, CPIN, BBNI, PGLI, BBKP, ADRO -mengikuti tender PLTU 2 x 1000 US$ 3 miliar megawatt di Kalimantan Selatan. PLN akan melakukan prakualifikasi ulang untuk proyek ini karena jumlah peserta tendernya kurang. Prakualifikasi ulang ini akan berjalan pada 18 Mei 2011.
Standard & Poor’s tetapkan peringkat utang di BBB-, saham ASII melaju 3,7%
http://investasi.kontan.co.id/v2/read/1305100489/67228/Standard-Poors-tetapkan-peringkat-utang-di-BBB-saham-ASII-melaju-37
Analis Pun Memilih Saham Bakrie
http://pasarmodal.inilah.com/read/detail/1502172/analis-pun-memilih-saham-bakrie
Bapepam Restui Bakrie & Brothers Kuasi Reorganisasi
http://www.detikfinance.com/read/2011/05/11/134938/1637288/6/bapepam-restui-bakrie-brothers-kuasi-reorganisasi
Top Pick Saham Pilihan CIMB (idx 4.370)
ASRI TP 380
BBKP TP 1.200
BMRI TP 9.300
BBTN TP 2.800
BORN TP 2.250
CTRA TP 460
GGRM TP 55.000
ITMG TP 60.900
INDF TP 6.200
HRUM TP 12.000
SGRO Outperform dr Netral
Bapepam Restui Bakrie & Brothers Kuasi Reorganisasi
Ketua Bapepam-LK Nurhaida, menilai setiap emiten dapat melakukan kuasi reorganisasi, termasuk Bakrie & Brothers (BNBR), asalkan memenuhi syarat yang ditentukan.
Jp Morgan: ( Brau ) the cheapest valuation on coal in 15X Pe. The completed tender offer its gonna be intersting to go private after bumi plc announce . Tp 750. Another story from clsa : switching born to brau.
JPFA: 3,400-4,800. Japfa should benefit from the increased consumers' purchasing power that could support well its core business: the upstream and downstream poultry feed. It is now trading at a p/e ratio of only 6.2X its 2011 prospective earnings compared with closest rival CPIN of 10.4X. On the PBV terms, JPFA is now trading at a pbv ratio of only 2.3X which looks more attractive than CPIN OF 6.08X. Dividend per share may be at IDR200/share compared with IDR60/share of CPIN. My 12-month target is at IDR4,500
Bank Mandiri & BNI Siap Biaya proyek PLN Rp 15 Triliun
http://www.detikfinance.com/read/2011/05/11/132757/1637256/5/bank-mandiri-bni-siap-biaya-proyek-pln-rp-15-triliun
Akuisisi perusahaan 4G lokal, BTEL butuh dana US$ 100 juta
http://investasi.kontan.co.id/v2/read/1305095282/67208/Akuisisi-perusahaan-4G-lokal-BTEL-butuh-dana-US-100-juta
ASII, UNTR, dan BBRI menjadi tiga bluechips yang bikin indeks garang
http://investasi.kontan.co.id/v2/read/1305091133/67201/ASII-UNTR-dan-BBRI-menjadi-tiga-bluechips-yang-bikin-indeks-garang
Astra Angkat IHSG Sesi I Ditutup Naik 0,5%
http://pasarmodal.inilah.com/read/detail/1501912/astra-angkat-ihsg-sesi-i-ditutup-naik-05
Inflasi China Melambat, IHSG Melaju 19 Poin
http://www.detikfinance.com/read/2011/05/11/120404/1637168/6/inflasi-china-melambat-ihsg-melaju-19-poin
UBS AG Singapore Naikkan Kepemilikan di CMNP
http://pasarmodal.inilah.com/read/detail/1502122/ubs-ag-singapore-naikkan-kepemilikan-di-cmnp
Eksplorasi INCO April Telan Biaya US$414,48 Juta
http://pasarmodal.inilah.com/read/detail/1501932/eksplorasi-inco-april-telan-biaya-us41448-juta
RUPST TBIG setuju membagikan dividen 34,86% dari laba bersih 2010
http://investasi.kontan.co.id/v2/read/1305089726/67197/RUPST-TBIG-setuju-membagikan-dividen-3486-dari-laba-bersih-2010
Holcim Indonesia (SMCB) menginvestasikan Rp 1,2 miliar untuk mengembangkan pola distribusi dengan membangun Concrete Products Manufacture di Jawa Timur. CPM Holcim ke-24 yang didirikan di kawasan Manukan, Surabaya itu diproyeksikan akan melayani lebih dari 150 ritel Holcim di Jatim. Pembangunan CPM juga untuk membantu mewujudkan kebutuhan rumah yang mencapai 8 juta. Sebagai target didirikannya CPM di Surabaya,Holcim tidak akan memfokuskan pada penjualan, tapi pada distribusi merata dan produk Holcim mudah didapat.
Bank Rakyat Indonesia (BBRI) telah menyalurkan kredit pemilikan apartemen (KPA) senilai hampir Rp500 miliar di Apartemen Kemang Village, Jakarta Selatan. Perseroan kembali menyasar KPA untuk menara (tower) apartemen Kemang Village yang baru dengan target pencapaian Rp150 miliar.
Malindo Feedmill (MAIN) membukukan laba bersih Rp 40,5 miliar pada selama kuartal I-2011, meningkat 132% dibandingkan periode sama tahun lalu Rp 17,4 miliar. Lonjakan laba dipicu naiknya penjualan hingga 42,4% menjadi Rp 650,8 miliar. Pabrik pakan ternak perseroan di Cikande, Serang, Banten juga mulai beroperasi dan membuat kapasitas produksi naik 2 kali lipat. Perseroan juga akan masuk bisnis hilir dengan memproduksi makanan olahan, seperti nugget dan sosis.
Adaro Energy (ADRO) melunasi hutang penyertaan 25% sahamnya di proyek IndoMet Coal dengan mengucurkan dana USD357.777juta atau sekitar Rp3.2triliun pada kuartal I/2011. Dana tersebut mengalir sebagai investasi ke tujuh perusahaan asosiasi hasil patungan Adaro dengan BHP Biliton yang memiliki 75% sisa saham.
Rumor akuisisi Bank of Tokyo membuat saham SDRA terjungkal
http://investasi.kontan.co.id/v2/read/1305087418/67188/Rumor-akuisisi-Bank-of-Tokyo-membuat-saham-SDRA-terjungkal
JAKARTA, May 11 - Following is a list of events in Indonesia as well as news stories and press reports which may influence financial markets.
PRESS DIGEST
- HOLCIM INDONESIA AND BARITO PACIFIC PLAN TO DELIST FROM IDX IN 2011
The delisting plan of the two big cap Indonesian companies Holcim Indonesia and Barito Pacific from Indonesian Stock Exchange was recovered late yesterday from the most widely accessed Indonesian online news portal, detik.com. While covering the interview with Eddy Sugito, IDX Listed Companies Evaluation Director, on the voluntary suspension of Anta Tour due to its delisting plan, it was indicated in the coverage that the two companies, Holcim and Barito, have also submitted their plans to delist from the exchange. The similar news on Anta Tour suspension and the issues of companies delisting had also been covered in a few local media the same day, but only detik.com apparently did mention the delisting plan of the two other. Knowledgeable sources from the two companies declined to comment. Barito's plan of delisting, however, had been rumored in early March this year, while the news on Holcim delisting after the acquisition of Semen Cibinong was for the first time strongly to resurface. PT Holcim Indonesia, a cement producer, was unchanged at 2,150 rupiah yesterday and PT Barito Pacific (BRPT.JK), the nation’s largest producer of the petrochemical, gained 4.67 percent to 1,120 rupiah. (DetikFinance, http://www.detikfinance.com/read/2011/05/10/163242/1636561/6/bei-pertanyakan-rencana-delisting-anta-tour)
Harga di kuartal I relatif tinggi, ECM Libra naikkan proyeksi harga CPO
http://investasi.kontan.co.id/v2/read/1305087856/67190/Harga-di-kuartal-I-relatif-tinggi-ECM-Libra-naikkan-proyeksi-harga-CPO
Bumi Plc siap tender offer, saham BRAU melayang tinggi
http://investasi.kontan.co.id/v2/read/1305086970/67186/Bumi-Plc-siap-tender-offer-saham-BRAU-melayang-tinggi
Berencana bayar dividen, saham INTP dongkrak laju sektor industri dasar
http://investasi.kontan.co.id/v2/read/1305086622/67185/Berencana-bayar-dividen-saham-INTP-dongkrak-laju-sektor-industri-dasar
Cadangan Devisa RI Naik Lagi Jadi US$ 115,8 Miliar
http://www.detikfinance.com/read/2011/05/11/103455/1637034/5/cadangan-devisa-ri-naik-lagi-jadi-us--1158-miliar
Inflasi China Turun Jadi 5,3%
http://economy.okezone.com/read/2011/05/11/213/455720/inflasi-china-turun-jadi-5-3
BLOOMBERG: *INDONESIA CONSIDERING LOWERING MAXIMUM PALM OIL EXPORT TAX RATE
BLOOMBERG: *INDONESIA CONSIDERING USING LOCAL PALM OIL PRICE FOR BENCHMARK
BBCA bakal terbitkan obligasi Rp 2 triliun
http://investasi.kontan.co.id/v2/read/1305086032/67183/BBCA-bakal-terbitkan-obligasi-Rp-2-triliun
Saham ANTM melesat seiring lonjakan harga nikel
http://investasi.kontan.co.id/v2/read/1305086263/67184/Saham-ANTM-melesat-seiring-lonjakan-harga-nikel
BLOOMBERG: BANK CENTRAL ASIA MAY SELL SUBDEBT IN Q3 OR Q4, DIRECTOR SAYS
BLOOMBERG: BANK INDONESIA MAINTAINS `TIGHT' MONETARY POLICY STANCE :BI IJ
Bloomberg: Indocement Gains, Boosting Industry Index, After Dividend Plan
REMINDER:::UNSP: Vallar Plc disebut” akan membeli 15% saham UNSP, dan masuknya Vallar diduga bakal menambah cash flow UNSP setelah membeli PT Domba Mas, Laba Bersih 1Q diprediksi meroket 300% menjadi Rp 192 Miliar, karena lonjakan harga karet dn CPO
UNSP is now trading at a 32% discount to its book value and more than a 69.5% discount to its NAVs. It is now trading at a p/e ratio of 17X its 2011 prospective earnings. Fair value based on an industrial PBV ratio of 2.2X is at IDR1,266 per share on a p/e ratio is at IDR522. It's a buy at any levels below 405.
REMINDER::: Cum Dev PANS idr 80 tgl 08 Juni 2011
SIAMCEMENT HAS FILED A LETTER TO THE THAI STOCK EXCHANGE REGARDING ITS PLAN TO BUY MAJORITY IN TWO INDONESIAN COMPANIES, NAMELY PT KOKOH INTI AREBAMA TBK (KOIN) AND PT KERAMIKA INDUSTRI ASOSIASI (KIAS). IT WILL COMPLETE THE ACQUISITION IN LATE MAY. Bookmark
Rumor proses pelepasan 10% ADRO ke grup Astra dikabarkan tetap berjalan. ADRO dikabarkan bakal melepas 10% sahamnya di harga Rp 2.800 (Disc on).
Rumours: Bank of Tokyo akuisisi Bank Saudara (SDR) melalui tender offer di harga Rp300, senilai 2 kali nilai buku. Pelaksana aksi korporasi ini adalah UBS dan Kresna Securities. Disclaimer ON
PT Delta Dunia Makmur Tbk (DOID), parent of Indonesia's second largest coal mining contractor PT Bukit Makmur Mandiri Utama (BUMA), is nigh to launch a preemptive rights issue in a bid to put down its leverage. For sure, Delta Dunia, which is indirectly owned by Texas Pacific Group, Government of Singapore's Investment Corporation, and China Investment Corporation, urgently requires an equity injection to underpin its expansion strategy.If you compare with the leverage of PT United Tractors Tbk (UNTR), parent of Indonesia's largest coal mining contractor PT Pamapersada Nusantara, DOID's debt to equity ratio (DER) is 5 folds higher than United Tractors's DER, a measure that calculates a company's leverage.In tandem with the proposed rights issue.
BLOOMBERG: BANK INDONESIA SEES `PROBABILITY' OF `SLIGHT DEFLATION' IN MAY
Optimisme UNTR meski terkendala pasokan
http://investasi.kontan.co.id/v2/read/1305079275/67155/Optimisme-UNTR-meski-terkendala-pasokan
Aneka, Berlian Laju, Inco, Indocement: Indonesia Equity Preview
http://www.bloomberg.com/news/2011-05-11/aneka-berlian-laju-inco-indocement-indonesia-equity-preview.html
TMPO targetkan laba bersih naik 60% di 2011
http://investasi.kontan.co.id/v2/read/1305082035/67169/TMPO-targetkan-laba-bersih-naik-60-di-2011
Rekomendasi Saham TA & FA:
http://investasi.kontan.co.id/v2/rekomendasi
Rekomendasi: Saham apa yang menarik hari ini?
http://www.bisnis.com/market/saham/23276-rekomendasi-saham-apa-yang-menarik-hari-ini
Ancora Energi dan AIR Teken Jual Beli RKBM
http://pasarmodal.inilah.com/read/detail/1057732/ancora-energi-dan-air-teken-jual-beli-rkbm
Hanson Beli 60% Saham Usahaprima Bhaktiputera
http://pasarmodal.inilah.com/read/detail/1501022/hanson-beli-60-saham-usahaprima-bhaktiputera
BLOOMBERG: *BANK INDONESIA MUST RAISE RATES AT `SOME POINT:' BRODJONEGORO
Salim Ivomas dan Buana Listya siap masuk bursa
http://investasi.kontan.co.id/v2/read/1305078434/67146/Salim-Ivomas-dan-Buana-Listya-siap-masuk-bursa
Indonesia Stocks Expected To Open Higher
http://news.ino.com/headlines/?newsid=51020111933
Data Ekonomi China Dongkrak Saham Asia
http://pasarmodal.inilah.com/read/detail/1500942/data-ekonomi-china-dongkrak-saham-asia
Bloomberg: Bank DKI Plans to Offer 750 Billion Rupiah of Debt June 9-13
BLOOMBERG: INDOMOBIL SAYS TO SELL NEW SHARES IN 3.28T RUPIAH RIGHTS OFFER
KIAS Bisa Tembus Rp 200
SAHAM PT Keramika Indonesia Assosiasi Tbk (KIAS) berpeluang menembus level Rp 200 seiring kabar akan dijadikan kendaraan backdoor listing oleh perusahaan semen asal Thailand. Selain itu, bakal masuknya dana segar dari bank swasta ternama berpotensi memacu harga KIAS. Saham KIAS kemarin terpangkas Rp 1 (-1,08%) menjadi Rp 92.
Inilah Saham Pilihan Rabu (11/5/2011)
http://pasarmodal.inilah.com/read/detail/1500202/inilah-saham-pilihan-rabu-1152011
IHSG Berpeluang Tembus Level 3.830
http://economy.okezone.com/read/2011/05/10/278/455641/ihsg-berpeluang-tembus-level-3-830
BI Menahan Agar Penguatan Rupiah Tak Terlalu Cepat
http://pasarmodal.inilah.com/read/detail/1499872/bi-menahan-agar-penguatan-rupiah-tak-terlalu-cepat
Penjualan Properti Cowell Capai Rp175 Miliar
http://www.investor.co.id/home/penjualan-properti-cowell-capai-rp175-miliar/11658
Harga Minyak Naik karena Banjir Ancam Kilang AS
http://www.investor.co.id/marketandcorporatenews/harga-minyak-naik-karena-banjir-ancam-kilang-as/11654
Telkom Segera Luncurkan 3 Program Baru Speedy
http://www.investor.co.id/telecommunication/telkom-segera-luncurkan-3-program-baru-speedy/11657
Sampoerna Strategic Resmi Akuisisi 85% Saham Bank Dipo
http://economy.okezone.com/read/2011/05/10/278/455620/sampoerna-strategic-resmi-akuisisi-85-saham-bank-dipo
Tender Offer Vallar Efektif
http://economy.okezone.com/read/2011/05/11/278/455680/tender-offer-vallar-efektif
BI Rate Masih Aman di 6,75%
http://economy.okezone.com/read/2011/05/11/20/455686/bi-rate-masih-aman-di-6-75
Trades of the Day...
Fundamentally:
CIMB mempertahankan rating Astra International (ASII) pada NEUTRAL dengan target harga Rp62000 masih berdasarkan metode SOP atau 13.5x FY12 PER. Dampak pertama dari bencana di Jepang mulai terasa pada bulan April, dengan wholesales hanya sekitar 62k unit, -24% mom dan 5% yoy. Hal ini akan berlanjut hingga Juni dilihat dari komentar senior management. Program discount telah dihentikan sehingga margin akan meningkat pada 2Q11.
CIMB mempertahankan rating XL Axiata (EXCL) pada NEUTRAL dengan target harga Rp7500 masih berdasarkan metode DCF (WACC 11.9%) dan tetap menjadi top pick kami untuk telco Indonesia. XL telah mengganti sejumlah senior management untuk focus pada “user experience”. XL sepertinya mampu meningkatkan kualitas service dan membangun
Branding.
CIMB mempertahankan rating London Sumatera (LSIP) pada NEUTRAL dengan target harga Rp3200 atau sekitar 15x CY12 PER. Katalis akan datang dari listing dari SIMP dan dividend upside. SIMP ditawarkan pada Rp1060-1700. Sejak announcement ini, IFAR telah turun 17% sementara LSIP naik 14%, INDF telah naik 20%. Meskipun tidak ada dampak finansial, apabila SIMP ternyata dihargai pada rentang atas, LSIP sepertinya akan diuntungkan.
Commodity (Copper / Nickel / Oil) Market Analysis
Analysis: Too early to call a bear market for copper
(Reuters) - An exodus of investors from the copper market could see prices slip to the $8,000 a ton mark before heading back toward record highs later this year as stronger demand from China and Japan becomes visible.
Read More: http://www.reuters.com/article/2011/05/10/businesspro-us-copper-prices-idUSTRE74922R20110510
REFILE-Nickel outlook least promising due to supply -BNP Paribas
SYDNEY May 10 (Reuters) - BNP Paribas on Tuesday singled out nickel as the lone price under performer this year among base metals commodities, despite seeing a supply deficit for the second year running. The bank's senior metals markets strategist Stephen Briggs forecast each of the major London Metal Exchange-traded metals to finish the fourth quarter of 2011 higher than when they started, except for nickel, which Briggs said is headed for an 11 percent drop.
Read More: http://af.reuters.com/article/energyOilNews/idAFL3E7GA0GF20110510
Special report: What triggered oil's greatest rout
(Reuters) - When oil prices fell below $120 a barrel in early New York trade last Thursday, a few big companies that are major oil consumers started buying around
Read More: http://www.reuters.com/article/2011/05/09/us-financial-oil-rout-idUSTRE7480AI20110509 \]
Goldman Sees Commodity Recovery as Slump Erases $99 Billion
May 9 (Bloomberg) -- The commodities rout that knocked off $99 billion of market value last week is driving out speculators and leading Goldman Sachs Group Inc., which forecast the plunge, to predict a possible recovery.
Read More: http://www.businessweek.com/news/2011-05-09/goldman-sees-commodity-recovery-as-slump-erases-99-billion.html
(Reuters) - An exodus of investors from the copper market could see prices slip to the $8,000 a ton mark before heading back toward record highs later this year as stronger demand from China and Japan becomes visible.
Read More: http://www.reuters.com/article/2011/05/10/businesspro-us-copper-prices-idUSTRE74922R20110510
REFILE-Nickel outlook least promising due to supply -BNP Paribas
SYDNEY May 10 (Reuters) - BNP Paribas on Tuesday singled out nickel as the lone price under performer this year among base metals commodities, despite seeing a supply deficit for the second year running. The bank's senior metals markets strategist Stephen Briggs forecast each of the major London Metal Exchange-traded metals to finish the fourth quarter of 2011 higher than when they started, except for nickel, which Briggs said is headed for an 11 percent drop.
Read More: http://af.reuters.com/article/energyOilNews/idAFL3E7GA0GF20110510
Special report: What triggered oil's greatest rout
(Reuters) - When oil prices fell below $120 a barrel in early New York trade last Thursday, a few big companies that are major oil consumers started buying around
Read More: http://www.reuters.com/article/2011/05/09/us-financial-oil-rout-idUSTRE7480AI20110509 \]
Goldman Sees Commodity Recovery as Slump Erases $99 Billion
May 9 (Bloomberg) -- The commodities rout that knocked off $99 billion of market value last week is driving out speculators and leading Goldman Sachs Group Inc., which forecast the plunge, to predict a possible recovery.
Read More: http://www.businessweek.com/news/2011-05-09/goldman-sees-commodity-recovery-as-slump-erases-99-billion.html
@Early Signal For Technical Rebound This Week
IHSG
DJIA
OIL
GOLD
USDIDR: Remains under pressure for attack 8.500, 8.000 (year-end)
EURUSD
Tuesday, May 10, 2011
@Banking: Average Buy Menjelang BI Rate (12 Mei)
The Other Choices: BMRI/BBTN/SDRA (target Rp 260)
BBRI: Oversold, Sell Power Masih Dominan. Average buy di area lingkaran warna ungu, stop loss di lingkaran warna merah. Target & stop loss terlampir.
BDMN: Oversold, meski Sell Power Masih Dominan. Average buy di area lingkaran warna ungu, stop loss di lingkaran warna merah. Target & stop loss terlampir.
BJBR: Very Oversold in downtrend. meski Sell Power Masih Dominan. Average buy di area lingkaran warna ungu, stop loss di lingkaran warna merah. Target & stop loss terlampir.
BBRI: Oversold, Sell Power Masih Dominan. Average buy di area lingkaran warna ungu, stop loss di lingkaran warna merah. Target & stop loss terlampir.
@ITMG > Buying Power = Selling Power = Consolidation For A Potential Breakouts
ITMG: Konsolidasi dalam pola wave koreksi a-b-c minor 2, sebelum menuju wave impulse 3, jika breakout resist line untuk target Rp 52.000, namun jika ditutup dibawah 46.500 akan membatalkan skenario bull. Buy 47.000-47.100 target 47.800; 2) Buy jikatembus diatas 48.000 (neckline) target 48.950 stop loss dibawah 46.500.
Laporan & Rumor Saham Indonesia 10-05 (Refresh)
Inilah Daftar Saham 'Top Foreign Buy' Hari Ini
http://pasarmodal.inilah.com/read/detail/1499362/inilah-daftar-saham-top-foreign-buy-hari-ini
Inilah Daftar 'Top Foreign Sell' Hari Ini
http://pasarmodal.inilah.com/read/detail/1499312/inilah-daftar-top-foreign-sell-hari-ini
Indocement Optimis Penjualan Naik 10% Lebih
http://pasarmodal.inilah.com/read/detail/1499402/indocement-optimis-penjualan-naik-10-lebih
Saham Lapis 2&3 Topang IHSG Berakhir di Zona Hijau
http://pasarmodal.inilah.com/read/detail/1499072/saham-lapis-23-topang-ihsg-berakhir-di-zona-hijau
Harga Minyak Menjinak, IHSG Rebound ke 3.800. Asing mencatat net sell Rp 336 miliar
http://www.detikfinance.com/read/2011/05/10/160622/1636547/6/harga-minyak-menjinak-ihsg-rebound-ke-3800
Astra angkat IHSG 0,40% ke 3.800,52
http://www.bisnis.com/market/saham/23220-astra-angkat-ihsg-040-ke-380052
Hore! Indeks kembali ke level 3.800]
http://investasi.kontan.co.id/v2/read/1305018898/67098/Hore-Indeks-kembali-ke-level-3.800
Rupiah masih menunjukkan keperkasaannya hingga sore ini\
http://investasi.kontan.co.id/v2/read/1305018553/67096/Rupiah-masih-menunjukkan-keperkasaannya-hingga-sore-ini
INTP akan bagi-bagi dividen sebesar 30% dari laba bersih 2010
http://investasi.kontan.co.id/v2/read/1305019101/67099/INTP-akan-bagi-bagi-dividen-sebesar-30-dari-laba-bersih-2010
BEI Pertanyakan Rencana Delisting Anta Tour
http://www.detikfinance.com/read/2011/05/10/163242/1636561/6/bei-pertanyakan-rencana-delisting-anta-tour
Awal Semester II
2 Perusahaan Akan Listing di BEI
http://economy.okezone.com/read/2011/05/10/278/455386/2-perusahaan-akan-listing-di-bei
Liliana Bambang, an analyst at JPMorgan Chase & Co., downgraded Gresik to “underweight” from “overweight,” citing “over-optimistic assumptions” in earnings consensus.
JP Morgan upgrade harga saham INDF menjadi Rp 8.000
Harga Saham Perdana Salim Dinilai Kemahalan
http://pasarmodal.inilah.com/read/detail/1498312/harga-saham-perdana-salim-dinilai-kemahalan
Perluas Jaringan Internet, First Media Bidik Pendapatan Rp 1 Triliun
http://www.detikfinance.com/read/2011/05/10/153035/1636499/6/perluas-jaringan-internet-first-media-bidik-pendapatan-rp-1-triliun
Sucorinvest : Prospek batubara cerah, rekomendasi beli PTBA
http://investasi.kontan.co.id/v2/read/1305017333/67091/Sucorinvest-Prospek-batubara-cerah-rekomendasi-beli-PTBA-
AKRA berencana akuisisi tambang batubara senilai Rp 700 miliar
http://investasi.kontan.co.id/v2/read/1305016531/67089/AKRA-berencana-akuisisi-tambang-batubara-senilai-Rp-700-miliar
AKR Corporindo Bagi Dividen Total Rp 32 per Lembar
http://www.detikfinance.com/read/2011/05/10/144057/1636419/6/akr-corporindo-bagi-dividen-total-rp-32-per-lembar
Melonjak 1,79%, saham INDF pimpin lonjakan di sektor consumer goods
http://investasi.kontan.co.id/v2/read/1305016059/67087/Melonjak-179-saham-INDF-pimpin-lonjakan-di-sektor-consumer-goods
BLOOMBERG: *AKR CORPRINDO PLANS TO BUY COAL MINE THIS YEAR, DIRECTOR SAYS. *AKR CORPRINDO MAY SPEND 700B RUPIAH FOR COAL MINE TAKEOVER
May 10 (Reuters) - Indonesia's domestic car sales, an indicator of consumer demand in Southeast Asia's biggest economy, declined 7 percent from a year earlier to 60,702 units in April, automotive association data showed on Tuesday. Domestic car sales in April were led by Toyota , Daihatsu and Mitsubishi , according to the Indonesian Automotive Association (Gaikindo). Astra International , the country's largest automotive distributor, has said it expects car production to fall 15 percent in the second quarter from a year ago due to part shortages from Japan after its devastating tsunami.
Bloomberg: Palm Oil Stockpiles, Output Reach 6-Month High in Malaysia
Bloomberg: Indofood Gains, Leading Consumer Stocks, as Unit Sets IPO Price
Jakarta - Vallar Investment UK Limited sudah mulai melakukan penawaran tender (tender offer) terhadap 3,4 miliar lembar (9,74%) saham PT Berau Coal Energy Tbk (BRAU) di harga Rp 540 per lembar. Kepala Biro PKP Sektor Riil Bapepam-LK, Anis Baridwan mengatakan, tender offer Vallar terhadap saham Berau telah aktif sejak kemarin."Tender offer Vallar kemarin aktifnya. Sudah efektif kemarin dan harganya Rp 540 per lembar," ujar Anis di Plaza Bapindo, Jakarta, Selasa (10/5/2011).
SOBI Nego di IDR 3500 258.227 lot
Harga Komoditas Mulai Pulih, IHSG Naik Tipis 8 Poin
http://www.detikfinance.com/read/2011/05/10/120611/1636267/6/harga-komoditas-mulai-pulih-ihsg-naik-tipis-8-poin
Saham Bakrie Dukung IHSG Sesi I Ditutup Naik 0,19%. Foreign Net Sell senilai Rp384,4 miliar.
http://pasarmodal.inilah.com/read/detail/1498082/saham-bakrie-dukung-ihsg-sesi-i-ditutup-naik-019
Indeks sesi I masih bertahan di zona hijau, kian mendekati level 3.800
http://investasi.kontan.co.id/v2/read/1305004665/67049/Indeks-sesi-I-masih-bertahan-di-zona-hijau-kian-mendekati-level-3.800
XL Ubah Tugas dan Wewenang Direksi]
http://pasarmodal.inilah.com/read/detail/1498022/xl-ubah-tugas-dan-wewenang-direksi
Sempat Ketahan Kasus KS, IPO Minnapadi Jalan Lagi
http://www.detikfinance.com/read/2011/05/10/121744/1636274/6/sempat-ketahan-kasus-ks-ipo-minnapadi-jalan-lagi
Bloomberg: Indonesian Mining Law Overhaul May Deter Investment, S&P Says
HD Finance Cetak Laba Bersih Rp7,3 M April 2011
http://pasarmodal.inilah.com/read/detail/1497692/hd-finance-cetak-laba-bersih-rp73-m-april-2011
Makinta: Sidomulya Selaras kemungkinan IPO Juli 2011
http://investasi.kontan.co.id/v2/read/1305001827/67040/Makinta-Sidomulya-Selaras-kemungkinan-IPO-Juli-2011
Saham berbasis CPO menjadi incaran, AALI pimpin kenaikan sektor agrikultur
http://investasi.kontan.co.id/v2/read/1305001586/67038/Saham-berbasis-CPO-menjadi-incaran-AALI-pimpin-kenaikan-sektor-agrikultur
Belum juga serahkan laporan keuangan, TRUB dikenai sanksi Rp 50 juta
http://investasi.kontan.co.id/v2/read/1305000598/67034/Belum-juga-serahkan-laporan-keuangan-TRUB-dikenai-sanksi-Rp-50-juta
Sucorinvest : Harga CPO masih akan naik, rekomendasi BUY saham SGRO
http://investasi.kontan.co.id/v2/read/1304998399/67025/Sucorinvest-Harga-CPO-masih-akan-naik-rekomendasi-BUY-saham-SGRO
Hasil RUPS AKRA , Dividen sebesar Rp32/saham. Termasuk dividen interim sebesar Rp30/sahan. Sehingga sisa dividen yg akan di bagikan sebesar Rp2/saham
Incar Rp 5,3 Triliun, Salim Ivomas IPO Rp 1.700 per Saham
http://www.detikfinance.com/read/2011/05/10/114918/1636247/6/incar-rp-53-triliun-salim-ivomas-ipo-rp-1700-per-saham
Sidomulyo Selaras IPO 30% Juli 2011
http://www.detikfinance.com/read/2011/05/10/112337/1636221/6/sidomulyo-selaras-ipo-30-juli-2011
Kresna Securities Rights Issue Rp 700 per Lembar, Diskon 12,5%
http://www.detikfinance.com/read/2011/05/10/104314/1636180/6/kresna-securities-rights-issue-rp-700-per-lembar-diskon-125
*DJ Indofood Agri Resources: PT SIMP Indicative IPO Price Range At IDR1,060 To
*DJ Indofood Agri: Unit PT SIMP To Launch IPO In Second Quarter
*DJ Indofood Agri: Unit PT SIMP To Sell Up To 3.16 Bln Shares In Indonesia IPO
*DJ Indofood Agri Resources: PT SIMP Indicative IPO Price Range At IDR1,060 To
*DJ Indonesia Econ Min: No Plan So Far To Raise Subsidized Fuel Prices
Alam Sutera, Astra Agro, Medco Energi: Indonesia Equity Preview
http://www.bloomberg.com/news/2011-05-10/alam-sutera-astra-agro-medco-energi-indonesia-equity-preview.html
Data PDB dan dana asing membuat rupiah semakin perkasa
http://investasi.kontan.co.id/v2/read/1304997229/67021/Data-PDB-dan-dana-asing-membuat-rupiah-kian-perkasa
VALLAR MAY ASK BUMI TO INCREASE STAKE IN DEWA TO 40% FROM 18.31% AT PRESENT. DEWA NOW TRADES AT 0.69 BOOK VALUE (IDR171); OFFER PRICE MAY BE AT 1.5X PBV OR IDR256/SHARE; STRONG BUY DEWA
Listing Perdana, Saham HD Finance Naik 30%
http://pasarmodal.inilah.com/read/detail/1497572/listing-perdana-saham-hd-finance-naik-30
*S&P REPORT DISCUSSES CO. IMPACT OF INDONESIA'S MINING LAW
Bloomberg: Palm Oil Gains as Much as 0.4% to 3,251 Ringgit Per Metric Ton
dileep: Bumi's coal reserves and resource is. ca 13 billion tons. Reserves alone are 2.9 billion tons. That's equal to 45 years (at actual annual 2010 prodn of 60 m tons). If we take reserves & resource of ca 13 billion tons its then equivalent to over 200 years of 60 mt 2010 production rate or 113 years of projected prodn capability of 100 m tons/year in 2013.
ADMG: 2011 P/E RATIO 2.25x; 1Q NET PROFIT IDR198 BILLION VS FULLYEAR 2010 NET PROFIT OF IDR28 BILLION; FY 2011 NET PROFIT COULD HIT IDR800 BILLION VS IDR28 BILLION IN 2010. TP 1000; STATUS BUY AT ANY LEVELS
JAKARTA (Dow Jones)--Indonesia-based agribusiness firm PT Salim Ivomas Pratama, or SIMP, has set an indicative offer price of between IDR1,060 and IDR1,700 a share for its planned initial public offering of 3.16 billion shares, an official at one of the underwriters told Dow Jones Newswires Tuesday.
valsa adistri: DB: BISI net profit Q12011 jumps 150%, Target price IDR2,000
BNBR: 70-90. I have recommended to buy these shares since it was at IDR63. First quarter financial performance may be better than most analysts' forecast due to lower debt costs and higher revenue contribution from units. BNBR yesterday said it has filed a plan to eliminate the firm's accumulated deficit and revalue its assets and liabilities to Indonesian capital market regulator Bapepam. The "quasi reorganization", which is to restructure the company's equity, would better reflect the company's real value and allow the firm to distribute dividends to shareholders in future. On a two-year outlook, BNBR is the cheapest shares of a diversified holding company. Its fair value based on a simple PBV valuation, should the quasi-reorganization works well, should be at IDR130. Its equity capitalBookmark
GMT [Dow Jones] Indonesian shares are likely higher, helped by a steady rupiah and after stocks in the U.S. finished higher overnight, traders say. They expect the main index to top 3800 after it ended down 0.3% yesterday at 3785.450. "Higher commodity prices should also inspire investors to buy commodity-related stocks after recent falls," says a trader with a local securities firm. Coal producer Bumi (BUMI.JK) and palm oil producer London Sumatra (LSIP.JK) may lead gains on bargain buying.
Indonesia Stocks May Halt Losing Streak
http://news.ino.com/headlines/?newsid=50920111773
Trades of the Day...
Fundamentally:
CIMB menaikan rating sektor plantation dari neutral menjadi TRADING BUY karena production upside setelah 1Q11 yang baik. Saham agri telah underperform pada bulan April namun mulai rebound pada May. Produksi yang kuat dan 4% valuation discount terhadap market memberi alasan. Top picks kami adalah SGRO, LSIP, BWPT
CIMB mempertahankan rating International Nickel Indonesia (INCO) pada OUTPERFORM dengan target harga Rp5800 (dari Rp6000) dengan metode DCF (WACC 10.4%) dengan sejumlah katalis: 1) produksi yang kuat, 2) projek Karebbe tepat waktu, 3) valuasi pada 25% discount terhadap moving average 3yr, 4) cash flow yang kuat dan dividend upside.
CIMB mempertahankan rating Modern Internasional (MDRN) pada OUTPERFORM dengan target harga Rp3000 dengan metode DCF (WACC 11.4%). 7eleven saat ini memberi kontribusi Rp50bn atau 26% dari penjualan, dengan margin naik ke 7% dan net gearing turun 2% ke 64%.
Laba bersih RUIS naik 225% di kuartal I 2011
http://investasi.kontan.co.id/v2/read/1304991007/67005/Laba-bersih-RUIS-naik-225-di-kuartal-I-2011
INDX beli kapal tongkang senilai US$ 7,5 juta
http://investasi.kontan.co.id/v2/read/1304988763/67002/INDX-beli-kapal-tongkang-senilai-US-75-juta
Inilah Saham Pilihan Selasa (10/5/2011)
http://pasarmodal.inilah.com/read/detail/1496662/inilah-saham-pilihan-selasa-1052011
Bloomberg: Alam Sutera to Invest 2-3 Trillion Rupiah This Year, Daily Says
BLOOMBERG: *XL AXIATA RATED NEW `BUY,' PRICE EST. 7,150 RUPIAH AT BNP
Agenda 10 May 2011 Rups KBLV, TMPO, COWL, HEXA, INTP, AKRA, Vallar Plc expects to complete a stake increase in BUMI, Listing HD Finance, Mulai penawaran IPO Buana Listya Tama 105-175, Mulai Penawaran Obligasi Subordinasi I BNII.
Rumor Investor Daily (10 Mei 2011)
AISA: akan membeli salam mie dan mie qaromah, selain itu wilmar disebut” tengah menguji tuntas untuk membeli 15% saham perseroan
SSIA: akan stock split 1:5 pd tgl 23 Mei 2011, selain itu kabar Nestle dan anak usaha Astray g siap membeli lahan perseroan dlm wkt dekat
MTDL: tengah diminati perusahaan penyedia teknologi informasi Singapura rumor akan diakuisisi di harga Rp 250
BNBR: akan melalukan kuasi reorganisasi dgn menghapus deficit senilai Rp 38,2 T (27,7 T merupakan deficit akibat kerugian investasi krisis tahun 2008)
Kuasi reorganisasi bertujuan merestrukturisasi modal perusahaan dn menilai kembali asset dan kewajiban”nya
BORN: dua perusahaan asal Tiongkok, General Nice dn Zhonglian Resources Company Ltd membeli batubara kokas sebanyak dua juta ton dari BORN, pembelian sekitar 55,5% dr target penjualan BORN thn ini sebesar 3,6 juta ton
ENRG: 1Q pendapatan 421 miliar melonjak 64% vs 257 miliar. Laba usaha sebelum penyusutan dan amortisasi (EBITDA) meroket 159% dr 75 miliar menjadi 194,6 miliar, akibat kenaikan harga minyak mentah,
Kontan :
RUIS: 1Q 3,6 miliar atau naik 227,3% yoy
JAKARTA. PT Hambali Dina Mitra (HDM) akan melakukan penawaran tender (tender offer) terhadap saham milik PT Dynaplast Tbk (DYNA). Rencananya, perusahaan akan membeli saham milik DYNA yang beredar di pasar sebanyak 104.635.793 lembar. Harga penawaran tender itu di patok Rp 4.500 per saham. "Hal ini kami lakukan dalam rangka mengubah status perusahaan terbuka menjadi perusahaan tertutup," ujar Tirtadjaja Hambali, Direktur Utama HDM, melalui keterbukaan informasi yang ada di Bursa efek Indonesia (BEI). [ Dyah Megasari ] KONTAN Mon, 09 May 2011 ( 17:21:53 WIB )
http://pasarmodal.inilah.com/read/detail/1499362/inilah-daftar-saham-top-foreign-buy-hari-ini
Inilah Daftar 'Top Foreign Sell' Hari Ini
http://pasarmodal.inilah.com/read/detail/1499312/inilah-daftar-top-foreign-sell-hari-ini
Indocement Optimis Penjualan Naik 10% Lebih
http://pasarmodal.inilah.com/read/detail/1499402/indocement-optimis-penjualan-naik-10-lebih
Saham Lapis 2&3 Topang IHSG Berakhir di Zona Hijau
http://pasarmodal.inilah.com/read/detail/1499072/saham-lapis-23-topang-ihsg-berakhir-di-zona-hijau
Harga Minyak Menjinak, IHSG Rebound ke 3.800. Asing mencatat net sell Rp 336 miliar
http://www.detikfinance.com/read/2011/05/10/160622/1636547/6/harga-minyak-menjinak-ihsg-rebound-ke-3800
Astra angkat IHSG 0,40% ke 3.800,52
http://www.bisnis.com/market/saham/23220-astra-angkat-ihsg-040-ke-380052
Hore! Indeks kembali ke level 3.800]
http://investasi.kontan.co.id/v2/read/1305018898/67098/Hore-Indeks-kembali-ke-level-3.800
Rupiah masih menunjukkan keperkasaannya hingga sore ini\
http://investasi.kontan.co.id/v2/read/1305018553/67096/Rupiah-masih-menunjukkan-keperkasaannya-hingga-sore-ini
INTP akan bagi-bagi dividen sebesar 30% dari laba bersih 2010
http://investasi.kontan.co.id/v2/read/1305019101/67099/INTP-akan-bagi-bagi-dividen-sebesar-30-dari-laba-bersih-2010
BEI Pertanyakan Rencana Delisting Anta Tour
http://www.detikfinance.com/read/2011/05/10/163242/1636561/6/bei-pertanyakan-rencana-delisting-anta-tour
Awal Semester II
2 Perusahaan Akan Listing di BEI
http://economy.okezone.com/read/2011/05/10/278/455386/2-perusahaan-akan-listing-di-bei
Liliana Bambang, an analyst at JPMorgan Chase & Co., downgraded Gresik to “underweight” from “overweight,” citing “over-optimistic assumptions” in earnings consensus.
JP Morgan upgrade harga saham INDF menjadi Rp 8.000
Harga Saham Perdana Salim Dinilai Kemahalan
http://pasarmodal.inilah.com/read/detail/1498312/harga-saham-perdana-salim-dinilai-kemahalan
Perluas Jaringan Internet, First Media Bidik Pendapatan Rp 1 Triliun
http://www.detikfinance.com/read/2011/05/10/153035/1636499/6/perluas-jaringan-internet-first-media-bidik-pendapatan-rp-1-triliun
Sucorinvest : Prospek batubara cerah, rekomendasi beli PTBA
http://investasi.kontan.co.id/v2/read/1305017333/67091/Sucorinvest-Prospek-batubara-cerah-rekomendasi-beli-PTBA-
AKRA berencana akuisisi tambang batubara senilai Rp 700 miliar
http://investasi.kontan.co.id/v2/read/1305016531/67089/AKRA-berencana-akuisisi-tambang-batubara-senilai-Rp-700-miliar
AKR Corporindo Bagi Dividen Total Rp 32 per Lembar
http://www.detikfinance.com/read/2011/05/10/144057/1636419/6/akr-corporindo-bagi-dividen-total-rp-32-per-lembar
Melonjak 1,79%, saham INDF pimpin lonjakan di sektor consumer goods
http://investasi.kontan.co.id/v2/read/1305016059/67087/Melonjak-179-saham-INDF-pimpin-lonjakan-di-sektor-consumer-goods
BLOOMBERG: *AKR CORPRINDO PLANS TO BUY COAL MINE THIS YEAR, DIRECTOR SAYS. *AKR CORPRINDO MAY SPEND 700B RUPIAH FOR COAL MINE TAKEOVER
May 10 (Reuters) - Indonesia's domestic car sales, an indicator of consumer demand in Southeast Asia's biggest economy, declined 7 percent from a year earlier to 60,702 units in April, automotive association data showed on Tuesday. Domestic car sales in April were led by Toyota , Daihatsu and Mitsubishi , according to the Indonesian Automotive Association (Gaikindo). Astra International , the country's largest automotive distributor, has said it expects car production to fall 15 percent in the second quarter from a year ago due to part shortages from Japan after its devastating tsunami.
Bloomberg: Palm Oil Stockpiles, Output Reach 6-Month High in Malaysia
Bloomberg: Indofood Gains, Leading Consumer Stocks, as Unit Sets IPO Price
Jakarta - Vallar Investment UK Limited sudah mulai melakukan penawaran tender (tender offer) terhadap 3,4 miliar lembar (9,74%) saham PT Berau Coal Energy Tbk (BRAU) di harga Rp 540 per lembar. Kepala Biro PKP Sektor Riil Bapepam-LK, Anis Baridwan mengatakan, tender offer Vallar terhadap saham Berau telah aktif sejak kemarin."Tender offer Vallar kemarin aktifnya. Sudah efektif kemarin dan harganya Rp 540 per lembar," ujar Anis di Plaza Bapindo, Jakarta, Selasa (10/5/2011).
SOBI Nego di IDR 3500 258.227 lot
Harga Komoditas Mulai Pulih, IHSG Naik Tipis 8 Poin
http://www.detikfinance.com/read/2011/05/10/120611/1636267/6/harga-komoditas-mulai-pulih-ihsg-naik-tipis-8-poin
Saham Bakrie Dukung IHSG Sesi I Ditutup Naik 0,19%. Foreign Net Sell senilai Rp384,4 miliar.
http://pasarmodal.inilah.com/read/detail/1498082/saham-bakrie-dukung-ihsg-sesi-i-ditutup-naik-019
Indeks sesi I masih bertahan di zona hijau, kian mendekati level 3.800
http://investasi.kontan.co.id/v2/read/1305004665/67049/Indeks-sesi-I-masih-bertahan-di-zona-hijau-kian-mendekati-level-3.800
XL Ubah Tugas dan Wewenang Direksi]
http://pasarmodal.inilah.com/read/detail/1498022/xl-ubah-tugas-dan-wewenang-direksi
Sempat Ketahan Kasus KS, IPO Minnapadi Jalan Lagi
http://www.detikfinance.com/read/2011/05/10/121744/1636274/6/sempat-ketahan-kasus-ks-ipo-minnapadi-jalan-lagi
Bloomberg: Indonesian Mining Law Overhaul May Deter Investment, S&P Says
HD Finance Cetak Laba Bersih Rp7,3 M April 2011
http://pasarmodal.inilah.com/read/detail/1497692/hd-finance-cetak-laba-bersih-rp73-m-april-2011
Makinta: Sidomulya Selaras kemungkinan IPO Juli 2011
http://investasi.kontan.co.id/v2/read/1305001827/67040/Makinta-Sidomulya-Selaras-kemungkinan-IPO-Juli-2011
Saham berbasis CPO menjadi incaran, AALI pimpin kenaikan sektor agrikultur
http://investasi.kontan.co.id/v2/read/1305001586/67038/Saham-berbasis-CPO-menjadi-incaran-AALI-pimpin-kenaikan-sektor-agrikultur
Belum juga serahkan laporan keuangan, TRUB dikenai sanksi Rp 50 juta
http://investasi.kontan.co.id/v2/read/1305000598/67034/Belum-juga-serahkan-laporan-keuangan-TRUB-dikenai-sanksi-Rp-50-juta
Sucorinvest : Harga CPO masih akan naik, rekomendasi BUY saham SGRO
http://investasi.kontan.co.id/v2/read/1304998399/67025/Sucorinvest-Harga-CPO-masih-akan-naik-rekomendasi-BUY-saham-SGRO
Hasil RUPS AKRA , Dividen sebesar Rp32/saham. Termasuk dividen interim sebesar Rp30/sahan. Sehingga sisa dividen yg akan di bagikan sebesar Rp2/saham
Incar Rp 5,3 Triliun, Salim Ivomas IPO Rp 1.700 per Saham
http://www.detikfinance.com/read/2011/05/10/114918/1636247/6/incar-rp-53-triliun-salim-ivomas-ipo-rp-1700-per-saham
Sidomulyo Selaras IPO 30% Juli 2011
http://www.detikfinance.com/read/2011/05/10/112337/1636221/6/sidomulyo-selaras-ipo-30-juli-2011
Kresna Securities Rights Issue Rp 700 per Lembar, Diskon 12,5%
http://www.detikfinance.com/read/2011/05/10/104314/1636180/6/kresna-securities-rights-issue-rp-700-per-lembar-diskon-125
*DJ Indofood Agri Resources: PT SIMP Indicative IPO Price Range At IDR1,060 To
*DJ Indofood Agri: Unit PT SIMP To Launch IPO In Second Quarter
*DJ Indofood Agri: Unit PT SIMP To Sell Up To 3.16 Bln Shares In Indonesia IPO
*DJ Indofood Agri Resources: PT SIMP Indicative IPO Price Range At IDR1,060 To
*DJ Indonesia Econ Min: No Plan So Far To Raise Subsidized Fuel Prices
Alam Sutera, Astra Agro, Medco Energi: Indonesia Equity Preview
http://www.bloomberg.com/news/2011-05-10/alam-sutera-astra-agro-medco-energi-indonesia-equity-preview.html
Data PDB dan dana asing membuat rupiah semakin perkasa
http://investasi.kontan.co.id/v2/read/1304997229/67021/Data-PDB-dan-dana-asing-membuat-rupiah-kian-perkasa
VALLAR MAY ASK BUMI TO INCREASE STAKE IN DEWA TO 40% FROM 18.31% AT PRESENT. DEWA NOW TRADES AT 0.69 BOOK VALUE (IDR171); OFFER PRICE MAY BE AT 1.5X PBV OR IDR256/SHARE; STRONG BUY DEWA
Listing Perdana, Saham HD Finance Naik 30%
http://pasarmodal.inilah.com/read/detail/1497572/listing-perdana-saham-hd-finance-naik-30
*S&P REPORT DISCUSSES CO. IMPACT OF INDONESIA'S MINING LAW
Bloomberg: Palm Oil Gains as Much as 0.4% to 3,251 Ringgit Per Metric Ton
dileep: Bumi's coal reserves and resource is. ca 13 billion tons. Reserves alone are 2.9 billion tons. That's equal to 45 years (at actual annual 2010 prodn of 60 m tons). If we take reserves & resource of ca 13 billion tons its then equivalent to over 200 years of 60 mt 2010 production rate or 113 years of projected prodn capability of 100 m tons/year in 2013.
ADMG: 2011 P/E RATIO 2.25x; 1Q NET PROFIT IDR198 BILLION VS FULLYEAR 2010 NET PROFIT OF IDR28 BILLION; FY 2011 NET PROFIT COULD HIT IDR800 BILLION VS IDR28 BILLION IN 2010. TP 1000; STATUS BUY AT ANY LEVELS
JAKARTA (Dow Jones)--Indonesia-based agribusiness firm PT Salim Ivomas Pratama, or SIMP, has set an indicative offer price of between IDR1,060 and IDR1,700 a share for its planned initial public offering of 3.16 billion shares, an official at one of the underwriters told Dow Jones Newswires Tuesday.
valsa adistri: DB: BISI net profit Q12011 jumps 150%, Target price IDR2,000
BNBR: 70-90. I have recommended to buy these shares since it was at IDR63. First quarter financial performance may be better than most analysts' forecast due to lower debt costs and higher revenue contribution from units. BNBR yesterday said it has filed a plan to eliminate the firm's accumulated deficit and revalue its assets and liabilities to Indonesian capital market regulator Bapepam. The "quasi reorganization", which is to restructure the company's equity, would better reflect the company's real value and allow the firm to distribute dividends to shareholders in future. On a two-year outlook, BNBR is the cheapest shares of a diversified holding company. Its fair value based on a simple PBV valuation, should the quasi-reorganization works well, should be at IDR130. Its equity capitalBookmark
GMT [Dow Jones] Indonesian shares are likely higher, helped by a steady rupiah and after stocks in the U.S. finished higher overnight, traders say. They expect the main index to top 3800 after it ended down 0.3% yesterday at 3785.450. "Higher commodity prices should also inspire investors to buy commodity-related stocks after recent falls," says a trader with a local securities firm. Coal producer Bumi (BUMI.JK) and palm oil producer London Sumatra (LSIP.JK) may lead gains on bargain buying.
Indonesia Stocks May Halt Losing Streak
http://news.ino.com/headlines/?newsid=50920111773
Trades of the Day...
Fundamentally:
CIMB menaikan rating sektor plantation dari neutral menjadi TRADING BUY karena production upside setelah 1Q11 yang baik. Saham agri telah underperform pada bulan April namun mulai rebound pada May. Produksi yang kuat dan 4% valuation discount terhadap market memberi alasan. Top picks kami adalah SGRO, LSIP, BWPT
CIMB mempertahankan rating International Nickel Indonesia (INCO) pada OUTPERFORM dengan target harga Rp5800 (dari Rp6000) dengan metode DCF (WACC 10.4%) dengan sejumlah katalis: 1) produksi yang kuat, 2) projek Karebbe tepat waktu, 3) valuasi pada 25% discount terhadap moving average 3yr, 4) cash flow yang kuat dan dividend upside.
CIMB mempertahankan rating Modern Internasional (MDRN) pada OUTPERFORM dengan target harga Rp3000 dengan metode DCF (WACC 11.4%). 7eleven saat ini memberi kontribusi Rp50bn atau 26% dari penjualan, dengan margin naik ke 7% dan net gearing turun 2% ke 64%.
Laba bersih RUIS naik 225% di kuartal I 2011
http://investasi.kontan.co.id/v2/read/1304991007/67005/Laba-bersih-RUIS-naik-225-di-kuartal-I-2011
INDX beli kapal tongkang senilai US$ 7,5 juta
http://investasi.kontan.co.id/v2/read/1304988763/67002/INDX-beli-kapal-tongkang-senilai-US-75-juta
Inilah Saham Pilihan Selasa (10/5/2011)
http://pasarmodal.inilah.com/read/detail/1496662/inilah-saham-pilihan-selasa-1052011
Bloomberg: Alam Sutera to Invest 2-3 Trillion Rupiah This Year, Daily Says
BLOOMBERG: *XL AXIATA RATED NEW `BUY,' PRICE EST. 7,150 RUPIAH AT BNP
Agenda 10 May 2011 Rups KBLV, TMPO, COWL, HEXA, INTP, AKRA, Vallar Plc expects to complete a stake increase in BUMI, Listing HD Finance, Mulai penawaran IPO Buana Listya Tama 105-175, Mulai Penawaran Obligasi Subordinasi I BNII.
Rumor Investor Daily (10 Mei 2011)
AISA: akan membeli salam mie dan mie qaromah, selain itu wilmar disebut” tengah menguji tuntas untuk membeli 15% saham perseroan
SSIA: akan stock split 1:5 pd tgl 23 Mei 2011, selain itu kabar Nestle dan anak usaha Astray g siap membeli lahan perseroan dlm wkt dekat
MTDL: tengah diminati perusahaan penyedia teknologi informasi Singapura rumor akan diakuisisi di harga Rp 250
BNBR: akan melalukan kuasi reorganisasi dgn menghapus deficit senilai Rp 38,2 T (27,7 T merupakan deficit akibat kerugian investasi krisis tahun 2008)
Kuasi reorganisasi bertujuan merestrukturisasi modal perusahaan dn menilai kembali asset dan kewajiban”nya
BORN: dua perusahaan asal Tiongkok, General Nice dn Zhonglian Resources Company Ltd membeli batubara kokas sebanyak dua juta ton dari BORN, pembelian sekitar 55,5% dr target penjualan BORN thn ini sebesar 3,6 juta ton
ENRG: 1Q pendapatan 421 miliar melonjak 64% vs 257 miliar. Laba usaha sebelum penyusutan dan amortisasi (EBITDA) meroket 159% dr 75 miliar menjadi 194,6 miliar, akibat kenaikan harga minyak mentah,
Kontan :
RUIS: 1Q 3,6 miliar atau naik 227,3% yoy
JAKARTA. PT Hambali Dina Mitra (HDM) akan melakukan penawaran tender (tender offer) terhadap saham milik PT Dynaplast Tbk (DYNA). Rencananya, perusahaan akan membeli saham milik DYNA yang beredar di pasar sebanyak 104.635.793 lembar. Harga penawaran tender itu di patok Rp 4.500 per saham. "Hal ini kami lakukan dalam rangka mengubah status perusahaan terbuka menjadi perusahaan tertutup," ujar Tirtadjaja Hambali, Direktur Utama HDM, melalui keterbukaan informasi yang ada di Bursa efek Indonesia (BEI). [ Dyah Megasari ] KONTAN Mon, 09 May 2011 ( 17:21:53 WIB )
Benjamin Graham Enterprising Investor Screen – How Does It Work?
In Brief
A hardcore value investing screen based on buying with a significant Margin of Safety but not as demanding as his set of Defensive Screen criteria. Despite the name, this is not a growth screen.
Background
In Benjamin Graham’s 1947 work, “The Intelligent Investor,” he describes how his approach would be applied by two different types of investors—those that are “defensive” (i.e. those investors unable to devote much time to the process or inexperienced with investing) and those that are “enterprising” (with greater market experience and more time for portfolio management).
Read More: http://www.dailymarkets.com/stock/2011/05/07/benjamin-graham-enterprising-investor-screen-how-does-it-work/
A hardcore value investing screen based on buying with a significant Margin of Safety but not as demanding as his set of Defensive Screen criteria. Despite the name, this is not a growth screen.
Background
In Benjamin Graham’s 1947 work, “The Intelligent Investor,” he describes how his approach would be applied by two different types of investors—those that are “defensive” (i.e. those investors unable to devote much time to the process or inexperienced with investing) and those that are “enterprising” (with greater market experience and more time for portfolio management).
Read More: http://www.dailymarkets.com/stock/2011/05/07/benjamin-graham-enterprising-investor-screen-how-does-it-work/
A Indicator That Richard Wyckoff Would Add To His Tool Chest.
If Richard Wyckoff was alive in the computer era what further tools would he offered us. In Wyckoff time charts were done by pen and paper, live prices came over a ticker wire and communications was delayed considerably. What could Wyckoff conjured up to further show off price and volume relationships if he had access to a computer?
Read More: http://www.dailymarkets.com/stock/2011/05/08/a-indicator-that-richard-wyckoff-would-add-to-his-tool-chest/
Read More: http://www.dailymarkets.com/stock/2011/05/08/a-indicator-that-richard-wyckoff-would-add-to-his-tool-chest/
Monday, May 9, 2011
Laporan & Rumor Saham Indonesia 09-05 (Refresh)
Jadwal Pembagian Deviden Bulan Mei 2011
09 May 2011 Cum Dev INTA 56
11 May 2011 Cum Dev TCID 340, Cum Dev EXCL 107, Cum Dev SMCB 23, Cum Dev TRST 20
12 May 2011 Cum Dev TOTL 14,67, Cum Dev BPFI 10, Cum Dev LPGI 112
16 May 2011 Cum Dev Majapahit Securities 1
19 May 2011 Cum Dev MKPI 125
20 May 2011 Cum Dev TOTL 14,67, Cum Dev AALI 640, Cum Dev Buana Finance 35
23 May 2011 Cum Dev AUTO 434,
24 May 2011 Cum Dev Tigaraksa Satria 51
27 May 2011 Cum Dev ADRO 20,50, Cum Dev ASGR 25, Cum Dev DLTA 10.500, Cum Dev BBRI 70,04, Cum Dev Jkt Setiabudi Int 8, Cum Dev ASII 1130
30 May 2011 Cum Dev HRUM 244
31 May 2011 Cum Dev UNTR 270
Saham Bluechip Tekan IHSG Turun 0,34%
http://pasarmodal.inilah.com/read/detail/1495652/saham-bluechip-tekan-ihsg-turun-034
Terhadang Profit Taking, IHSG Terkoreksi 13 Poin. Foreign net sell senilai Rp 87,886 miliar
http://www.detikfinance.com/read/2011/05/09/160731/1635700/6/terhadang-profit-taking-ihsg-terkoreksi-13-poin
Wah, indeks semakin menjauh dari level 3.800
http://investasi.kontan.co.id/v2/read/1304933244/66968/Wah-indeks-semakin-menjauh-dari-level-3.800
BNBR Akui Lakukan Kuasi Reorganisasi Q3-2011
http://pasarmodal.inilah.com/read/detail/1495722/bnbr-akui-lakukan-kuasi-reorganisasi-q3-2011
Indonesia Stocks: Astra Agro Lestari, Energi Mega, Gas Negara
http://www.bloomberg.com/news/2011-05-09/indonesia-stocks-astra-agro-lestari-energi-mega-gas-negara.html
Medco, International Nickel, Timah: Indonesia Equity Preview
http://www.bloomberg.com/news/2011-05-09/medco-international-nickel-timah-indonesia-equity-preview.html
Rupiah Gains for 2nd Day After Global Funds Lift Stock Holdings
http://www.bloomberg.com/news/2011-05-09/rupiah-gains-for-2nd-day-after-global-funds-lift-stock-holdings.html
Bloomberg: Mandiri Tunas Finance Sells IDR 48 billion 8.6% 1-Year Bonds
JPMorgan pangkas rekomendasi, saham PGAS sempat melorot 1,2%
http://investasi.kontan.co.id/v2/read/1304913082/66905/JPMorgan-pangkas-rekomendasi-saham-PGAS-sempat-melorot-12
Saham ASGR melesat ke level tertinggi dalam 11 tahun
http://investasi.kontan.co.id/v2/read/1304924454/66935/Saham-ASGR-melesat-ke-level-tertinggi-dalam-11-tahun
Research Today: Bakrieland, a landed opportunity
Sarina and Nick Cashmore looked at Bakrieland (ELTY IJ) as an attractive inflation hedge. ELTY’s stock price has been such a big laggard. At low single digit, Bakriland’s ROE is lower than its peers’. This is partly due to a series of capital raising, which translated into higher equity base. However, the potential is massive. The company owns 16,000 ha of land but trades at a 25% discount to book value. Big leverage to rising property prices in greater Jakarta area.In term of access, the local government has started construction of an access road that will open mid 2012. Monetizing assets will be the key to improving ROA and price performance. Valuation looks very attractive at 0.8x P/B. NAV is Rp460/share, (CLSA/KZ )
BBLD mau diakuisisi ama texas pacific group
BBLD PLANS TO GIVE 90% OF ITS 2010 NET PROFIT FOR DIVIDEND PAYMENT (IDR58.5/SHARE) AHEAD OF A POSSIBLE ACQUISITION BY A GIANT INVESTMENT BANK.
Panin Sekuritas Bagi Dividen Rp 80 per Saham
http://www.detikfinance.com/read/2011/05/09/150725/1635601/6/panin-sekuritas-bagi-dividen-rp-80-per-saham
BEI Minta Penjelasan Bank Mega soal Pembobolan Rp 80 Miliar
http://www.detikfinance.com/read/2011/05/09/150314/1635592/6/bei-minta-penjelasan-bank-mega-soal-pembobolan-rp-80-miliar
Fokus Bangun Pabrik, IPO Wika Beton Molor
http://www.detikfinance.com/read/2011/05/09/141135/1635505/6/fokus-bangun-pabrik-ipo-wika-beton-molor
BII Tambah Besaran Subdebt Jadi Rp 1,5 Triliun
http://www.detikfinance.com/read/2011/05/09/100957/1635238/6/bii-tambah-besaran-subdebt-jadi-rp-15-triliun
Sambut Penerapan Cabotage, Buana Listya Upgrade Kapal
http://www.detikfinance.com/read/2011/05/09/105153/1635278/6/sambut-penerapan-cabotage-buana-listya-upgrade-kapal
Rekomendasi Saham
Katalis Penggerak IHSG Pekan Ini
http://www.detikfinance.com/read/2011/05/09/072813/1635124/6/katalis-penggerak-ihsg-pekan-ini
Bloomberg: Indonesia’s Refined Tin Exports Rise to 9,708.45 Tons in April
Bloomberg; Holcim Indonesia Cut to 'Hold' at Danareksa Securities
Bloomberg: Gas Negara Cancels Sumatra Pipeline Project on Supply Shortage
Bloomberg: Indonesia Lowers Coal Benchmark Price for May to $117.61 a Ton
Bloomberg: Tiga Pilar Gains, Reversing One-Week Drop, as 2010 Profit Rises
Bloomberg: Palm Oil Gains as Much as 0.6% to 3,215 Ringgit Per Metric Ton
Bloomberg: Rupiah Gains After Global Funds Add to Indonesia Stock Holdings
Anak Usaha TBIG Terima Panggilan Pengadilan Niaga
http://pasarmodal.inilah.com/read/detail/1495262/anak-usaha-tbig-terima-panggilan-pengadilan-niaga
EMTK Gadaikan SCTV Biayai Akuisisi Indosiar
http://pasarmodal.inilah.com/read/detail/1494882/emtk-gadaikan-sctv-biayai-akuisisi-indosiar
Revenue ADRO Bisa Naik 200%
http://pasarmodal.inilah.com/read/detail/1493262/revenue-adro-bisa-naik-200
Saham BIPI Bisa Naik Tiga Kali Lipat
http://pasarmodal.inilah.com/read/detail/1492982/saham-bipi-bisa-naik-tiga-kali-lipat
ASII Bantah Beli Saham ADRO
http://pasarmodal.inilah.com/read/detail/1491912/asii-bantah-beli-saham-adro
Saham BIPI Diminati Perusahaan asal China
http://pasarmodal.inilah.com/read/detail/1493852/saham-bipi-diminati-perusahaan-asal-china
Asuransi Laris, ASBI Akan Melesat ke Rp600
http://pasarmodal.inilah.com/read/detail/1490712/asuransi-laris-asbi-akan-melesat-ke-rp600
Tiga Emiten PE Catatkan Untung pada Kuartal I 2011
http://pasarmodal.inilah.com/read/detail/1492422/tiga-emiten-pe-catatkan-untung-pada-kuartal-i-2011
PANS tangani obligasi MNC Securities Rp 300 miliar
http://investasi.kontan.co.id/v2/read/1304929713/66957/PANS-tangani-obligasi-MNC-Securities-Rp-300-miliar
Rencana relokasi pabrik oleh Komatsu membuat saham UNTR berlari
http://investasi.kontan.co.id/v2/read/1304913839/66908/Rencana-relokasi-pabrik-oleh-Komatsu-membuat-saham-UNTR-berlari
Skybee capai kesepakatan awal beli 60% saham Kaswall Dinamika Indonesia
http://investasi.kontan.co.id/v2/read/1304905186/66887/Skybee-capai-kesepakatan-awal-beli-60-saham-Kaswall-Dinamika-Indonesia
ADHI menangkan tender senilai US$ 131,9 juta
http://investasi.kontan.co.id/v2/read/1304903684/66885/ADHI-menangkan-tender-senilai-US-1319-juta
Dianggap kurang menarik, konversi saham FREN tidak laku
http://investasi.kontan.co.id/v2/read/1304900986/66881/Dianggap-kurang-menarik-konversi-saham-FREN-tidak-laku
TMAS catatkan laba bersih di kuartal I 2011 mencapai Rp19,60 miliar
http://investasi.kontan.co.id/v2/read/1304899028/66879/TMAS-catatkan-laba-bersih-di-kuartal-I-2011-mencapai-Rp1960-miliar
INDY tambahan modal sebesar 10%
http://investasi.kontan.co.id/v2/read/1304732661/66828/INDY-tambahan-modal-sebesar-10-
09 May 2011 Cum Dev INTA 56
11 May 2011 Cum Dev TCID 340, Cum Dev EXCL 107, Cum Dev SMCB 23, Cum Dev TRST 20
12 May 2011 Cum Dev TOTL 14,67, Cum Dev BPFI 10, Cum Dev LPGI 112
16 May 2011 Cum Dev Majapahit Securities 1
19 May 2011 Cum Dev MKPI 125
20 May 2011 Cum Dev TOTL 14,67, Cum Dev AALI 640, Cum Dev Buana Finance 35
23 May 2011 Cum Dev AUTO 434,
24 May 2011 Cum Dev Tigaraksa Satria 51
27 May 2011 Cum Dev ADRO 20,50, Cum Dev ASGR 25, Cum Dev DLTA 10.500, Cum Dev BBRI 70,04, Cum Dev Jkt Setiabudi Int 8, Cum Dev ASII 1130
30 May 2011 Cum Dev HRUM 244
31 May 2011 Cum Dev UNTR 270
Saham Bluechip Tekan IHSG Turun 0,34%
http://pasarmodal.inilah.com/read/detail/1495652/saham-bluechip-tekan-ihsg-turun-034
Terhadang Profit Taking, IHSG Terkoreksi 13 Poin. Foreign net sell senilai Rp 87,886 miliar
http://www.detikfinance.com/read/2011/05/09/160731/1635700/6/terhadang-profit-taking-ihsg-terkoreksi-13-poin
Wah, indeks semakin menjauh dari level 3.800
http://investasi.kontan.co.id/v2/read/1304933244/66968/Wah-indeks-semakin-menjauh-dari-level-3.800
BNBR Akui Lakukan Kuasi Reorganisasi Q3-2011
http://pasarmodal.inilah.com/read/detail/1495722/bnbr-akui-lakukan-kuasi-reorganisasi-q3-2011
Indonesia Stocks: Astra Agro Lestari, Energi Mega, Gas Negara
http://www.bloomberg.com/news/2011-05-09/indonesia-stocks-astra-agro-lestari-energi-mega-gas-negara.html
Medco, International Nickel, Timah: Indonesia Equity Preview
http://www.bloomberg.com/news/2011-05-09/medco-international-nickel-timah-indonesia-equity-preview.html
Rupiah Gains for 2nd Day After Global Funds Lift Stock Holdings
http://www.bloomberg.com/news/2011-05-09/rupiah-gains-for-2nd-day-after-global-funds-lift-stock-holdings.html
Bloomberg: Mandiri Tunas Finance Sells IDR 48 billion 8.6% 1-Year Bonds
JPMorgan pangkas rekomendasi, saham PGAS sempat melorot 1,2%
http://investasi.kontan.co.id/v2/read/1304913082/66905/JPMorgan-pangkas-rekomendasi-saham-PGAS-sempat-melorot-12
Saham ASGR melesat ke level tertinggi dalam 11 tahun
http://investasi.kontan.co.id/v2/read/1304924454/66935/Saham-ASGR-melesat-ke-level-tertinggi-dalam-11-tahun
Research Today: Bakrieland, a landed opportunity
Sarina and Nick Cashmore looked at Bakrieland (ELTY IJ) as an attractive inflation hedge. ELTY’s stock price has been such a big laggard. At low single digit, Bakriland’s ROE is lower than its peers’. This is partly due to a series of capital raising, which translated into higher equity base. However, the potential is massive. The company owns 16,000 ha of land but trades at a 25% discount to book value. Big leverage to rising property prices in greater Jakarta area.In term of access, the local government has started construction of an access road that will open mid 2012. Monetizing assets will be the key to improving ROA and price performance. Valuation looks very attractive at 0.8x P/B. NAV is Rp460/share, (CLSA/KZ )
BBLD mau diakuisisi ama texas pacific group
BBLD PLANS TO GIVE 90% OF ITS 2010 NET PROFIT FOR DIVIDEND PAYMENT (IDR58.5/SHARE) AHEAD OF A POSSIBLE ACQUISITION BY A GIANT INVESTMENT BANK.
Panin Sekuritas Bagi Dividen Rp 80 per Saham
http://www.detikfinance.com/read/2011/05/09/150725/1635601/6/panin-sekuritas-bagi-dividen-rp-80-per-saham
BEI Minta Penjelasan Bank Mega soal Pembobolan Rp 80 Miliar
http://www.detikfinance.com/read/2011/05/09/150314/1635592/6/bei-minta-penjelasan-bank-mega-soal-pembobolan-rp-80-miliar
Fokus Bangun Pabrik, IPO Wika Beton Molor
http://www.detikfinance.com/read/2011/05/09/141135/1635505/6/fokus-bangun-pabrik-ipo-wika-beton-molor
BII Tambah Besaran Subdebt Jadi Rp 1,5 Triliun
http://www.detikfinance.com/read/2011/05/09/100957/1635238/6/bii-tambah-besaran-subdebt-jadi-rp-15-triliun
Sambut Penerapan Cabotage, Buana Listya Upgrade Kapal
http://www.detikfinance.com/read/2011/05/09/105153/1635278/6/sambut-penerapan-cabotage-buana-listya-upgrade-kapal
Rekomendasi Saham
Katalis Penggerak IHSG Pekan Ini
http://www.detikfinance.com/read/2011/05/09/072813/1635124/6/katalis-penggerak-ihsg-pekan-ini
Bloomberg: Indonesia’s Refined Tin Exports Rise to 9,708.45 Tons in April
Bloomberg; Holcim Indonesia Cut to 'Hold' at Danareksa Securities
Bloomberg: Gas Negara Cancels Sumatra Pipeline Project on Supply Shortage
Bloomberg: Indonesia Lowers Coal Benchmark Price for May to $117.61 a Ton
Bloomberg: Tiga Pilar Gains, Reversing One-Week Drop, as 2010 Profit Rises
Bloomberg: Palm Oil Gains as Much as 0.6% to 3,215 Ringgit Per Metric Ton
Bloomberg: Rupiah Gains After Global Funds Add to Indonesia Stock Holdings
Anak Usaha TBIG Terima Panggilan Pengadilan Niaga
http://pasarmodal.inilah.com/read/detail/1495262/anak-usaha-tbig-terima-panggilan-pengadilan-niaga
EMTK Gadaikan SCTV Biayai Akuisisi Indosiar
http://pasarmodal.inilah.com/read/detail/1494882/emtk-gadaikan-sctv-biayai-akuisisi-indosiar
Revenue ADRO Bisa Naik 200%
http://pasarmodal.inilah.com/read/detail/1493262/revenue-adro-bisa-naik-200
Saham BIPI Bisa Naik Tiga Kali Lipat
http://pasarmodal.inilah.com/read/detail/1492982/saham-bipi-bisa-naik-tiga-kali-lipat
ASII Bantah Beli Saham ADRO
http://pasarmodal.inilah.com/read/detail/1491912/asii-bantah-beli-saham-adro
Saham BIPI Diminati Perusahaan asal China
http://pasarmodal.inilah.com/read/detail/1493852/saham-bipi-diminati-perusahaan-asal-china
Asuransi Laris, ASBI Akan Melesat ke Rp600
http://pasarmodal.inilah.com/read/detail/1490712/asuransi-laris-asbi-akan-melesat-ke-rp600
Tiga Emiten PE Catatkan Untung pada Kuartal I 2011
http://pasarmodal.inilah.com/read/detail/1492422/tiga-emiten-pe-catatkan-untung-pada-kuartal-i-2011
PANS tangani obligasi MNC Securities Rp 300 miliar
http://investasi.kontan.co.id/v2/read/1304929713/66957/PANS-tangani-obligasi-MNC-Securities-Rp-300-miliar
Rencana relokasi pabrik oleh Komatsu membuat saham UNTR berlari
http://investasi.kontan.co.id/v2/read/1304913839/66908/Rencana-relokasi-pabrik-oleh-Komatsu-membuat-saham-UNTR-berlari
Skybee capai kesepakatan awal beli 60% saham Kaswall Dinamika Indonesia
http://investasi.kontan.co.id/v2/read/1304905186/66887/Skybee-capai-kesepakatan-awal-beli-60-saham-Kaswall-Dinamika-Indonesia
ADHI menangkan tender senilai US$ 131,9 juta
http://investasi.kontan.co.id/v2/read/1304903684/66885/ADHI-menangkan-tender-senilai-US-1319-juta
Dianggap kurang menarik, konversi saham FREN tidak laku
http://investasi.kontan.co.id/v2/read/1304900986/66881/Dianggap-kurang-menarik-konversi-saham-FREN-tidak-laku
TMAS catatkan laba bersih di kuartal I 2011 mencapai Rp19,60 miliar
http://investasi.kontan.co.id/v2/read/1304899028/66879/TMAS-catatkan-laba-bersih-di-kuartal-I-2011-mencapai-Rp1960-miliar
INDY tambahan modal sebesar 10%
http://investasi.kontan.co.id/v2/read/1304732661/66828/INDY-tambahan-modal-sebesar-10-
What’s Next For The S&P 500, Gold, & Oil
By J. W. Jones on May 7, 2011 |
The price action in precious metals and oil this past week has been breathtaking. The last time we have seen this much volatility in commodity prices was amidst the financial crisis in 2008 and the early part of 2009. Does this mean we are at the brink and risk assets are going to decline precipitously? Obviously that question cannot be answered with any certainty, but the underlying price action in the S&P 500 has been relatively strong compared to gold, silver, and oil.
Read More: http://www.dailymarkets.com/options/2011/05/06/what%E2%80%99s-next-for-the-sp-500-gold-oil/
The price action in precious metals and oil this past week has been breathtaking. The last time we have seen this much volatility in commodity prices was amidst the financial crisis in 2008 and the early part of 2009. Does this mean we are at the brink and risk assets are going to decline precipitously? Obviously that question cannot be answered with any certainty, but the underlying price action in the S&P 500 has been relatively strong compared to gold, silver, and oil.
Read More: http://www.dailymarkets.com/options/2011/05/06/what%E2%80%99s-next-for-the-sp-500-gold-oil/
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