JPFA Gabungkan Dua Anak Usaha
http://pasarmodal.inilah.com/read/detail/1671732/jpfa-gabungkan-dua-anak-usaha
BEI akan Panggil Manajemen MIRA
http://pasarmodal.inilah.com/read/detail/1671322/bei-akan-panggil-manajemen-mira
Inilah Daftar 'Top Foreign Buy' Selasa (5/7)
http://pasarmodal.inilah.com/read/detail/1670972/inilah-daftar-top-foreign-buy-selasa-57
Lelang SUN oversubcribed hampir lima kali
http://investasi.kontan.co.id/v2/read/1309868078/72036/Lelang-SUN-oversubcribed-hampir-lima-kali
Medco Menang Tender PLTG Batam Rp 179 Miliar
http://finance.detik.com/read/2011/07/05/194029/1675345/1034/medco-menang-tender-pltg-batam-rp-179-miliar?f9911023
Bloomberg: Indonesia’s April Palm Oil Exports Gain to 1.69 Million Tons
BLOOMBERG: *VALE SAYS INDONESIA, AFRICA FOCUS FOR POTENTIAL ACQUISITIONS
2nd session on JCI 05.07.11
@ 3,924.127 (-29.390pts) (-0.743%)
H: 3,958.118 ; L: 3,905.726
Value: 6.49 T (NG 3.17 T )
Volume: 759 M (NG 1.29 B )
Foreign Nett Buy: 80 B
5 most active stocks by value:
KLBF @ 3,625 (+1.40%)
BUMI @ 2,975 (0.00%)
ASII @ 66,300 (-3.21%)
BBRI @ 6,700 (-2.90%)
BMRI @ 7,200 (0.00%)
5 most active stocks by volume:
KIJA @ 149 (+10.37%)
BNBR @ 67 (+1.52%)
BKSL @ 134 (0.00%)
ENRG @ 205 (0.00%)
COWL @ 149 (+7.97%)
5 most up:
MFIN @ 960 (+15.66%)
PEGE @ 275 (+14.58%)
GTBO @ 150 (+13.64%)
PTSN @ 92 (+12.20%)
TFCO @ 660 (+11.86%)
5 most down:
APIC @ 132 (-29.03%)
LMSH @ 5,250 (-9.48%)
LPPS @ 138 (-8.00%)
JECC @ 500 (-7.41%)
RAJA @ 630 (-5.97%)
5 Leading Movers:
CPIN @ 2,125 (+1.92%)
TSPC @ 2,450 (+1.31%)
KLBF @ 3,625 (+0.59%)
EXCL @ 6,000 (+0.49%)
HEXA @ 7,700 (+0.44%)
5 Lagging Movers:
ASII @ 66,300 (-10.4%)
BBRI @ 6,700 (-5.71%)
INDF @ 5,800 (-2.05%)
UNVR @ 14,800 (-1.78%)
BBCA @ 7,850 (-1.43%)
Rgds, Nadya Isnaeni Data administrator Research Dept BNI Securities
Terpangkas 29 Poin, IHSG Bertahan di Level 3.900
http://finance.detik.com/read/2011/07/05/160611/1675099/6/terpangkas-29-poin-ihsg-bertahan-di-level-3900
Aksi Profit Taking Merahkan IHSG. Net foreign buy Rp80 miliar
http://pasarmodal.inilah.com/read/detail/1670702/aksi-profit-taking-merahkan-ihsg
Saham BBRI Teraktif Diperdagangkan Selasa (5/7)
http://pasarmodal.inilah.com/read/detail/1670742/saham-bbri-teraktif-diperdagangkan-selasa-57
Atlas Energy Lepas 17 Saham Lewat IPO
http://finance.detik.com/read/2011/07/05/162034/1675113/6/atlas-energy-lepas-17-saham-lewat-ipo
BUMI belum dapatkan pembeli potensial untuk konversi obligasi
http://investasi.kontan.co.id/v2/read/1309850206/71998/BUMI-belum-dapatkan-pembeli-potensial-untuk-konversi-obligasi
Bangun Ciputra World II tahap pertama, CTRP siapkan investasi Rp 1,1 triliun
http://investasi.kontan.co.id/v2/read/1309845668/71985/Bangun-Ciputra-World-II-tahap-pertama-CTRP-siapkan-investasi-Rp-11-triliun
Produksi Minyak ENRG Naik 1.924 Barel
http://pasarmodal.inilah.com/read/detail/1670012/produksi-minyak-enrg-naik-1924-barel
05 Juli Cum dev MDRN 10, cum dev mapi 20, cum dev bsde 6, cum dev mbto 10, cum right issue lpps 3:4 (140), cum dev KKGI 50, cum Reverse stock lpps 2:1, DJ Indonesia Aims To Raise IDR7 Tln Via Bond Auction
Koreksi di Saham Unggulan Bikin IHSG Menciut 12 Poin
http://finance.detik.com/read/2011/07/05/120622/1674766/6/koreksi-di-saham-unggulan-bikin-ihsg-menciut-12-poin
Jakarta - PT Matahari Department Store Tbk (LPPF), perusahaan yang dulunya bernama PT Pacific Utama Tbk, berniat merger dengan PT Meadow Indonesia (MI). Rencana ini akan dibawa ke rapat umum pemegang saham (RUPS) keduanya pada 22 Agustus 2011 untuk dimintai persetujuan. Seperti dikutip dari keterangan tertulis perseroan, Selasa (5/7/2011), jumlah dari penurunan kepemilikan saham (dilusi) yang dimiliki oleh setiap pemegang saham Matahari akibat penggabungan ini adalah maksimum sebesar 4,28%.
Sesi Dua : BOW Saham Lapis Dua
http://pasarmodal.inilah.com/read/detail/1669202/sesi-dua-bow-saham-lapis-dua
Keseringan Subsidi, RI Sulit Dapat 'Investment Grade'
http://finance.detik.com/read/2011/07/05/114126/1674731/4/keseringan-subsidi-ri-sulit-dapat-investment-grade
BLOOMBERG: *ASTRA DROPS MOST IN SIX WEEKS AS FOUR-DAY RALLY SEEN EXCESSIVE
Jajaran direksi diganti, saham IDKM berlari lincah
http://investasi.kontan.co.id/v2/read/1309840829/71975/Jajaran-direksi-diganti-saham-IDKM-berlari-lincah
Dapat pinjaman Rp 1,5 triliun, saham CTRP melonjak 1,18%
http://investasi.kontan.co.id/v2/read/1309840534/71974/Dapat-pinjaman-Rp-15-triliun-saham-CTRP-melonjak-118
5 Top Net Buy asing hari ini : TLKM, ADRO, KLBF, BMRI, BBRI. 5 Top Net Sell asing : BDMN, UNTR, BORN, INDF, CFIN
CMNP.JK : Rajawali Corporation plans to buy shares in PT Citra Marga Nusphala Tbk (CMNP) became the majority in order to strengthen the company in this line of business infrastructure.
JAKARTA. PT Ciputra Property Tbk (CTRP) sudah memasuki tahap akhir negosiasi untuk memperoleh pinjaman senilai Rp 1,5 triliun - Rp 1,7 triliun. Pinjaman tersebut akan digunakan untuk penyelesaian proyek Ciputra World I di kawasan Kuningan, Jakarta Selatan.
Asing lepas kepemilikan, saham ASII terjungkal hebat
http://investasi.kontan.co.id/v2/read/1309839101/71971/Asing-lepas-kepemilikan-saham-ASII-terjungkal-hebat
Berencana mengoperasikan pabrik di Jatim, saham JTPE melonjak tinggi
http://investasi.kontan.co.id/v2/read/1309836208/71961/Berencana-mengoperasikan-pabrik-di-Jatim-saham-JTPE-melonjak-tinggi
BEI Suspen Perdagangan PSDN dan SAIP
http://pasarmodal.inilah.com/read/detail/1669102/bei-suspen-perdagangan-psdn-dan-saip
BLOOMBERG: *INDONESIA RAISES 2012 GDP GROWTH TO AS MUCH AS 7%: LAWMAKER. *INDONESIA FORECASTS 2012 BUDGET DEFICIT OF UP TO 1.9% OF GDP.
Bloomberg: Medco Energi International Sells USD 50 Mln 5-Year Bond
Bumi, Krakatau Steel, United Tractors: Indonesia Equity Preview
*DJ Semen Gresik Target Raised To IDR10,700 From IDR9,500 By Citi Group
Bloomberg: Jasuindo Advances to Six-Week High After Report on New Plant
Bumi Plc, London-based company, has agreed to issue 11.74 million voting ordinary shares to purchase 676.65 million shares in PT Bumi Resources Tbk (BUMI) or 3.3%. In an official statement filed to London Stock Exchange on June 30, the additional shares swap is part of a step-up transactions. Following the shares swap, Bumi Plc's shareholding in BUMI will increase to 32.1% from 28.9%. Assuming to Bumi Plc's closing price at 11.35 pound sterling on July 4, the shares swap equal to Rp2,689 per share BUMI
BPD Jawa Barat & Banten - Growing through loans TP 1500 - MACQUARIE RESEARCH
Thai-based company SCG Building Materials Company Limited aims to hold a cash offer for 550 million shares or 6.53% stake of ceramics maker PT Keramika Indonesia Asosiasi Tbk (KIAS) at Rp85 per share or Rp46.75 billion. In an official statement today, SCG Company has mandated PT CIMB Securities Indonesia to arrange the cash offer during July 5 to August 3.
0200 GMT [Dow Jones] Indonesia shares are likely to fall, as weakness in several regional bourses so far may prompt investors to take profit, traders say. They expect the main index to trade in a 3930-3970 range, after it ends up 0.7% Monday at a new record closing high of 3953.517. "There may be some healthy correction after recent sharp gains, but expected further foreign buying may limit losses on the main index," says a fund manager at a local asset management company. Note, foreigners were net buyers of around IDR2 trillion worth of shares in the previous seven sessions. Car maker Astra (ASII.JK) and Bank Rakyat (BBRI.JK) may lead falls on profit taking after their recent sharp gains
Rekomendasi FA/TA Harian:
Bloomberg: Krakatau Steel to Spend $120 Million to Raise Output, Daily Says
Bloomberg: United Tractors Targets 2011 Sales of 7,500 Units, Bisnis Says
Bloomberg: Tin’s Bear Market Bottoming as Shortages Boost Profit for Timah
RUMOR PASAR
MICE Backdoor Listing
PT MULTI Indocitra Tbk (MICE ) disebut-sebut akan diakuisisi Roda Mas sebagai kendaraan backdoor listing. Roda Mas kabarnya akan beli 60,44% saham MICE milik PT Buana Graha Utama di kisaran Rp 850- 1.000. Selanjutnya, MICE akan berubah jadi Roda mas. Kabar ini ditengarai jadi faktor pendongkrak saham MICE beberapa hari terakhir. Kemarin, saham MICE naik Rp 80 (13,3%) ke level Rp 680.
Inilah Rekomendasi Saham Pilihan Selasa (5/7)
Investor Besar Bertahap Beli Saham ADRO
IHSG besok diprediksi kembali menguat
Saham Konsumer Pilihan Hari Ini
Profit Taking Bakal Gerus IHSG
ADRO resmi masuk ke proyek PLTU Pemalang
EMTK: Pergantian direksi IDKM karena kinerja jeblok
MTFN segera memecah nilai saham dengan rasio 1:5
ASRI mendorong pendapatan berulang
MEDC tandatangani perjanjian jual-beli minyak dengan anak usaha Mitsubishi
First Media (KBLV IJ) is divesting 49% share of Link Net to CVC for Rp2.4tn. KBLV is reported to be selling 49% shares of Link Net to CVC Partners Asia Pacific for Rp2.4tn. Link Net contains the core business of KBLV, including its cable TV and internet business. Annualizing 1Q11 earnings, the deal is valued at 9.8x EBITDA.
Fundamentally:
CIMB mempertahankan rating NEUTRAL untuk Indofood CBP (ICBP) dengan target harga Rp5900 (dari Rp5800) berdasarkan metode DCF (WACC 14.4%). Kami tidak mengubah angka kami meskipun dengan net cash position yang lebih tinggi. Turunnya harga gandum dan sedikit naiknya harga tepung Bogasari membantu margin mie, yang offset oleh lambatnya volume growth karena naiknya GDP/capita dan konsumsi yang sudah tinggi. Outlook dari dairy (Indolakto) masih baik dengan pertumbuhan 5x lebih cepat dari mie, namun dihalangi oleh keterbatasan kapasitas dan short term cost pressure. Sepertinya juga ada peluang akuisisi. Kami lebih memilih INDF dari ICBP karena exposure ke bahan pokok.
US markets on holiday in the independence day.
Dow. 12582.77. Closed Closed
Nasdaq. 2816.03. Closed. Closed
S&P 500. 1339.67. Closed. Closed
FTSE. 6017.54. +27.78. +0.46%
Dax. 7442.96. +23.52. +0.32%
CAC40. 4003.11. -4.24. -0.11%. Oil. 94.97. +0.03. +0.03%
Gold. 1495.500.+12.900.+0.87%
Rupiah. 8517.5.
Euro. 1.4547
TLKM. 34.45. Closed closed. Rp7336
ISAT. 29.91. Closed closed Rp5095
BumiPLC 1140.00. -26.00. -2.23%
EIDO. 32.760. Closed. Closed
Timah. 25600. +100. +0.39%
Nickel. 23120. +30. +0.13%
CPOSep3054RM+18RM+0.59%$1017
Corn. 597.750. Closed. Closed
SoybeanOil.56.300. Closed. Closed
Wheat. 612.250. Closed. Closed