The Last Update of CTA Analysis Until October 30th. Happy Zhuan & Good Luck All

Long - Term View of IHSG (2011 - 2013 - 2015): The Anticipation For A Golden Opportunity Ahead???

                                          
                                                             ++++++++++++++++ 


After "Inside Job" The Movie. The film takes place over a 24-hour period at a large investment bank, loosely modeled on Lehman Brothers, and focuses on the financial crisis of 2007–2010. The film follows the actions taken by a group of employees during the financial collapse. Release Oct 21th in US.

Laporan & Rumor Saham Indonesia 20-10 (Refresh)

2nd session JCI on 20.10.11
3622.77(-62.53pts)(-1.69%)
(H: 3684.84 ; L: 3593.65 )
Value:    3.31T. (NG 401 B )
Volume: 3.55B (NG 490 M )
Foreign Nett Sell:  193B
USD/IDR : 8815.    (On Shore)
               8887.5  (Off Shore)

6 MARKET DRIVEN BY SECTOR
FINANCE.        (-1.98%)(885.140 B )
MINING.          (-2.89%)(707.169 B )
MANUFACTUR(-1.85%)(623.027 B )
INFRASTRUC.  (-0.10%)(614.634 B )
PROPERTY.  (-1.79%)(230.935 B )
CONSUMER.  (-0.97%)(166.408 B )

6 NETT BUY STOCKs BY FOREIGN
TLKM.  @7195.  (44.27 B )
JSMR.  @3791.  (36.00 B )
PGAS.  @2882 (30.90 B )
BUMI.    @2099. (19.15 B )
BBKP.    @637.    (18.77 B )
BBNI.      @3841.  (14.29 B )

6 NETT SELL STOCKs BY FOREIGN
BBCA.    @7578.  (73.29 B )
BBRI.      @6311.    (73.04 B )
ADRO.  @1904.  (66.22 B )
BMRI.    @6413.    (52.60 B )
SMGR.  @8653.  (37.04 B )
ASRI.    @460.      (19.84 B )

8 MOST ACTIVE STOCKs BY VALUE
BBCA.    @7650.  (-2.54%)
PGAS.  @2900.  (+2.65%)
ADRO.  @1900.  (-4.04%)
BBRI.      @6300.  (-2.32%)
ASII.      @67800 (-2.16%)
BMRI.    @6400.  (-3.03%)
BUMI.    @2100.    (-3.44%)
ENRG.    @160.      (-4.19%)

8 MOST ACTIVE STOCKs BY VOLUME
ENRG.    @160.    (664.154 M )
CFIN-W @118.    (253.609 M )
CFIN.      @450.  (183.192 M )
ELTY.    @114.    (167.272 M )
BKSL.    @285.  (158.397 M )
ASRI.    @460.  (134.973 M )
APIC.      @370.  (124.171 M )
TRAM.  @800.  (111.092 M )

Futures AS mengalami penurunan setelah data ekonomi keluar dengan jumlah klaim pengangguran 403K klaim, sedikit turun dibanding minggu lalu 409K namun hsl ini diatas est yg mengharapkan penurunan hingga 401K. Bursa Eropa masih berada di zona merah dengan tekanan di sektor perbankan atas berita Paris & Berlin msh belum mencapai kesepakatan atas peningkatan zona Eropa.
Earning:
 AT&T jatuh pd perdagangan pre-market setelah perusahaan melaporkan earning dibawah est dgn jmlh pengguna yg berkurang.
 Nokia melaporkan penurunan laba usaha, namun penjualan terbantu dengan model2 yg simpel.
 microsoft, Chipotle Mexican Grill, Sandisk, & Seagate Tech akan mengeluarkan earning setelah market tutup.

Data ekonomi berikutnya:
 existing home sales est 4.94M; prev 5.03M
 philly fed manufacturing index est -9.0; prev -17.5
 CB leading index est 0.3%; prev 0.3%

Market run:
Dow fut 11436 (-8)
Nas fut 2315 (-3)
Nki 8690 (+5)
Oil 85.57
Xau 1618.60

Bloomberg:     Palm Oil Falls as Much as 2.4% to 2,824 Ringgit a Metric Ton

PGAS MAY BE ON PRIVATE PLACEMENT AT 3,200/SHARE FOR 2.7% STAKE

*DJ Indonesia 3Q FDI +15.7% On Year To IDR46.4 Tln - Source
*DJ Indonesia Jan-Sept Domestic, Foreign Investment +20.9% On Year To IDR181.0
*DJ Indonesia 3Q Domestic, Foreign Investment +15.3% On Year To IDR65.4T - Source

BANK PANIN 2011 EPS IDR66; NOW TRADES AT P/E RATIO OF 10.2X 2011 EPS VS BANKING AVERAGE OF 15.5. AT BANKING AVERAGE, PNBN SHOULD BE FAIRLY VALUED AT IDR1,023/SHARE

Deviden Grup Astra:
AALI Rp 300, cum 24 oct'11ASII Rp 600, cum 26 okt'11AUTO Rp 30, cum 27 oct'11UNTR Rp 185, cum 27 oct'11

Inilah Target Harga Saham Hingga Rilis Keuangan
http://pasarmodal.inilah.com/read/detail/1787347/inilah-target-harga-saham-hingga-rilis-keuangan

Lima Tips Hadapi Pasar Saham Jeblok
http://finance.detik.com/read/2011/10/20/111004/1748416/479/lima-tips-hadapi-pasar-saham-jeblok

Pilih AKRA Untuk Jangka Panjang
http://pasarmodal.inilah.com/read/detail/1787327/pilih-akra-untuk-jangka-panjang

Ayo Beli, BEKS Bakal Menuju Rp3.400
http://pasarmodal.inilah.com/read/detail/1785933/ayo-beli-beks-bakal-menuju-rp3400

REMINDER::: (10/12/2011 11:42:56 AM): LABA BERSIH ENERGI MEGA (ENRG) SEPANJANG SEMBILAN BULAN PERTAMA DIPERKIRAKAN MENCAPAI RP58 MILYAR ATAU NAIK SIGNIFIKAN DIBANDING RUGI BERSIH RP50 MILYAR DITAHUN SEBELUMNYA KARENA MENINGKATNYA PENJUALAN GAS DAN MINYAK. TARGET HARGA RP220

Berita RUPS UNSP 20/10 : UNSP akan menggadaikan sbagian aset, shm, tagihan, lahan, inventaris UNSP dan dan anak perusahaan dengan nilai gadai Rp4,2T untk mendptkan pinjaman sebesar USD250juta.  Dana trsebut akn dgunkn unt refinancing utang sebesar USD185juta yg jatem pd nov 2011,  dan utang anak usaha sebesar USD30juta,sisanya unt modal kerja.

Agenda 20 Oktober  Rups ERTX, Rups Unsp, Rups Alfa, Cum Dev IGAR 25, Cum Reverse Stock MYOH 8:121 Oktober  BUMI said in a letter to the Capital Market Supervisory Agency (Bapepam) today that the company invites an extraordinary meeting of shareholders, BUMI RESOURCES RUPLSB, Rups DEWA,  TRIMEGAH SECURITIES RUPSLB, Mulai Penawaran Ipo Atlas Resources 1500-1900, Rups First Media

Bloomberg: Central Omega Plans 983.7 Billion Rights Offer for Expansion

Bloomberg: *RUBBER FUTURES EXTEND LOSSES IN TOKYO, DROPPING AS MUCH AS 4.8%

Bloomberg: Asia Shares Extend Losses to 1-Week Low as Hong Kong Opens Down

Bloomberg: Semen Gresik 9-Month Net May Have Gained 5%-10%, Daily Reports

Bloomberg: Telkom Indonesia Plans $1.5 Bln for Capital Expenditures: Kontan

Bloomberg: Toyota to Build Plants in Indonesia, Thailand, Asahi Says

Bloomberg: Garuda to Increase Shanghai-Jakarta Flight Frequency: Daily Link

JAKARTA (IFT) – PT Bank Mandiri Tbk (BMRI) mencatatkan pertumbuhan laba bersih di atas 30% menjadi sekitar Rp 8,3 triliun pada kuartal III 2011 dibanding periode yang sama tahun lalu, ungkap direksi bank. Kenaikan laba itu disumbangkan pertumbuhan pendapat­an ope­rasional  berupa penyalur­an kre­dit yang meningkat 27%.

[Dow Jones] Indonesian shares are likely to fall, weighed by losses in most Asian markets and a weaker IDR, traders say. They expect the main index to find support at 3650 after it ended up 1.8% Wednesday at 3685.306. "Overall, I expect the market to consolidate in a very tight range amid continuing global economic uncertainty," says a fund manager at a local asset management company. Bank Mandiri (BMRI.JK) and automaker Astra (ASII.JK) may lead the market's decline on profit-taking after their recent gains. (edhi.pranasidhi@dowjones.com)

Inilah Rekomendasi Saham Pilihan Kamis (20/10)
http://pasarmodal.inilah.com/read/detail/1787158/inilah-rekomendasi-saham-pilihan-kamis-2010

IHSG Diperkirakan Menguat Terbatas
http://economy.okezone.com/read/2011/10/20/278/517791/ihsg-diperkirakan-menguat-terbatas 

DKFT Tawarkan Harga PUT Rp1.000
http://pasarmodal.inilah.com/read/detail/1787287/dkft-tawarkan-harga-put-rp1000

Cermati Saham META
http://pasarmodal.inilah.com/read/detail/1787276/cermati-saham-meta

Adaro Energy Disomasi PTBA
http://economy.okezone.com/read/2011/10/19/278/517624/adaro-energy-disomasi-ptba

Walau Ajrut-ajrutan, BEI Paling Menawan
http://pasarmodal.inilah.com/read/detail/1787211/walau-ajrut-ajrutan-bei-paling-menawan

Saham MAIN Dikerek ke Rp2.000
http://pasarmodal.inilah.com/read/detail/1787275/saham-main-dikerek-ke-rp2000

Aksi Jual, Paksa Wall Street Memerah
http://pasarmodal.inilah.com/read/detail/1787267/aksi-jual-paksa-wall-street-memerah

PTBA Harap Ground Breaking Desember
http://pasarmodal.inilah.com/read/detail/1787049/ptba-harap-ground-breaking-desember

'Risk Appetite' Terus Bangkitkan Rupiah
http://pasarmodal.inilah.com/read/detail/1787059/risk-appetite-terus-bangkitkan-rupiah

Merek Ternama Minati Grand Metropoitan
http://pasarmodal.inilah.com/read/detail/1787128/merek-ternama-minati-grand-metropoitan

Market Jangan Berharap Banyak pada KTT Eropa
http://pasarmodal.inilah.com/read/detail/1787176/market-jangan-berharap-banyak-pada-ktt-eropa

Singapura Terbaik untuk Berbisnis, RI di Peringkat 129
http://finance.detik.com/read/2011/10/20/083642/1748248/4/singapura-terbaik-untuk-berbisnis-ri-di-peringkat-129

Fren kembali terbitkan surat utang baru
http://investasi.kontan.co.id/v2/read/1319070743/80470/Fren-kembali-terbitkan-surat-utang-baru-

KIK EBA BBTN ditetapkan 8,75%
http://investasi.kontan.co.id/v2/read/1319069029/80467/Imbal-hasil-KIK-EBA-BBTN-ditetapkan-875-

Harga kontrak minyak mendekati level terendah dalam sepekan
http://investasi.kontan.co.id/v2/read/1319068793/80466/Harga-kontrak-minyak-mendekati-level-terendah-dalam-sepekan-

Pembangunan pabrik INTP terhadang pembebasan lahan
http://investasi.kontan.co.id/v2/read/1319036348/80460/Pembangunan-pabrik-INTP-terhadang-pembebasan-lahan-

Fundamentally:CIMB mempertahankan rating Mayora Indah (MYOR) pada UNDERPERFORM dengan target harga Rp17400 1x PEG atau 20x FY12 PER. Margin pada 3Q11 masih tertekan karena kompetisi dan harga bahan baku (FIFO) yang mahal khususnya harga gula, namun dioffset oleh penjualan yang meningkat. Gross margin 3Q turun 50bp dengan average sales per bulan Rp790bn. Penjualan 2012 ditargetkan akan melewati Rp10tr dengan margin yang membaik. Pada 2008, gross & operating margins sekitar 19.3% & 8.8% atau hampir serupa dengan target tahun ini sekitar 18.7% & 7.8%.

Cement   [  PDF  ]Yes, it's a rebound - but is it sustainable?NEUTRAL - Maintained- by Lydia TOISUTAStrong growth in 9M11 cement sales volume, partly due to low base effects, provides a small boost, but it does not remove longer-term concerns over weaker margins and profit growth. We believe investors will do better to wait a while for more attractive valuations. Valuations have turned a little too rich for our liking after the cement sector outpaced the index last week. While we still like the sector’s exposure to the growing middle class and infrastructure projects, it lacks near-term catalysts; NEUTRAL kept. Top picks are Holcim, Indocement.  

[Dow Jones] The HSI is down 1.5% at 18,029.06, tracking the decline on Wall Street Wednesday, and as investor sentiment flip-flops regarding the outcome of this weekend's EU summit, billed as critical to stemming Europe's debt crisis. "There is still high level of uncertainty regarding the outcomes of European debt crisis," says Haitong International. 41 of 46 blue chips are lower in another session of macro-driven and indiscriminate selloff; those falling more than 4.0% include Esprit (0330.HK), Li & Fung (0494.HK), Chalco (2600.HK) and China Life (2628.HK). China Unicom (0762.HK) bucks trend to rise 0.3% at HK$15.46 due to its strong 3G subscriber take-up in September. Market volume is modest HK$7.99 billion; any index support from 18,000 is likely only psychological. (robert.li@dowjones.com)

[Dow Jones] Singapore shares have weak offshore cues and could open lower after Wall Street's weak session and as regional markets open in the red; negative factors remain Europe, where reports suggest leaders are still at loggerheads over the EFSF and the U.S., where the Fed's beige book has sparked increased worries over the U.S. economy. On Wednesday, the benchmark STI closed down 0.2% at 2720.21, its second straight session of falls. Analysts tip 2680 as support for the STI with any upside likely to be capped at 2790. Property stocks may be in focus after the government Wednesday said it continues to monitor the domestic real estate market closely, and will take more measures to temper high housing costs if needed, as current low global interest rates are likely to keep property demand high; within the sector, Keppel Land (K17.SG) may draw interest after its 3Q net profit rose 6.6% on year to S$58 million, helped by higher contributions from its property investment and trading businesses, and changes in accounting policy.

Dow Jones] The Nikkei is down 0.6% at 8719.40 following the DJIA's overnight slide after a gloomy assessment of the U.S. economy from the Federal Reserve, while investors await further developments in the European debt crisis, says Yumi Nishimura, senior market analyst at Daiwa Securities. U.S. corporate earnings results have thus far "not shown a major negative surprise that could pull the market sharply lower," she says, while adding, "It's hard to find a direction." The index's near-term downside is tipped at 8650. 30 of 33 Topix subindexes are lower, led by major exporters such as Fanuc (6954.TO), down 1.6% at Y11,970, and Honda Motor (7267.TO), down 1.6% at Y2,336. Thai flooding-affected Nikon (7731.TO) is down 2.3% at Y1,677, and TDK (6762.TO) is off 3.5% at Y2,721. NEC (6701.TO) is up 1.8% at Y171 on a Nikkei report of a brighter-than-expected group operating profit. Embattled Olympus (7733.TO) is up 1.5% at Y1,410 after dropping 44% over the prior four sessions. (kosaku.narioka@dowjones.com)

 [Dow Jones] Spot gold comes under pressure with prices falling 0.9% in early Asia trade amid weaker regional stock markets and selloffs in base metals. An elusive resolution to the euro-zone's debt crisis weighs on market sentiment ahead of a much-anticipated weekend meeting of the region's policymakers. "Every day that goes by without resolving the issue of too much debt in the global financial system, is a day closer to financial contagion," says bullion dealer GoldCore. Meanwhile, some banks have cut their precious metals forecasts for 2011 and 2012 citing significant deterioration in the economic environment and a sharp spike in the level of uncertainty. Spot gold falls to $1,627.50, the lowest in the session so far; it is now at $1,630/oz, down $12.70 from its previous close. (arpan.mukherjee@dowjones.com)

[Dow Jones] The Kospi quickly recovers from an early 0.2% decline to be last up 0.6% at 1866.29, with recently outperforming carmakers leading the way. Local institutions are net buying KRW36.8 billion worth of shares, while foreigners are net selling KRW4.7 billion worth. Investors are now somewhat immune to significantly negative news, and "losses in the U.S. markets (overnight) were not a response to more such news, but due to ongoing worries over the eurozone crisis," says Woori Investment & Securities analyst Lee Kyoung-min; more stable moves in the USD/KRW following news Wednesday that Korea agreed with Japan to expand their bilateral currency swap agreement to $70 billion from $13 billion are also a positive, adds Lee, tipping a 1830-1870 band for the rest of the session. Kia Motors (000270.SE) is +1.5% at KRW75,100 on earnings expectations, while Hana Financial (086790.SE) is down 2.5% at KRW36,650 following robust gains of late and amid mounting pressures on its global peers to recapitalize.

[Dow Jones] Nymex crude is up slightly in extremely thin electronic trading after a 2.5% drop Wednesday. Crude will likely to remain around its current levels in Asia today, as negative factors such as the Fed's bleak economic outlook and the recent downgrades of some European sovereign debt ratings have already been factored in, says broker Yutaka Shoji in its note. November Nymex crude, due expire later today, is up 29 cents at $86.40/bbl on Globex; December crude is 8 cents higher at $86.37/bbl. December ICE Brent is up 68 cents at $109.07/bbl. (mari.iwata@dowjones.com)

[Dow Jones] China shares are set to keep consolidating amid worries over a slowing economy. The benchmark Shanghai Composite Index is likely to stay in a narrow 2350-2400 range after it ends down 0.3% at 2377.51 Wednesday. "Without sufficient fund inflows, the stock market will remain weak in the short term," says Shenyin Wanguo Securities analyst Qian Qimin. UBS Securities says "in addition to the continued focus on the European debt crisis and the dimmer global economic outlook, the slowdown in (China's) property sales and the meltdown of the Wenzhou underground lending market aroused renewed concerns about a hard landing and a blowout of systemic risks in the banking sector." The Shenzhen Composite Index fell 0.6% to 1004.20 Wednesday.

[Dow Jones] The EUR/USD falls as hedge funds and other investors who had bought the pair on earlier expectations for an augmentation of the EFSF possibly to around Y2 trillion, are now trimming those bets after European leaders Wednesday poured water on such speculation, and on cues from weak Asian share markets, a dealer at a Japanese bank in Singapore says. "This is a classic risk-off environment, with weaker equities and commodities also dragging on the risk-sensitive currencies like the euro," he says. "Players who had gone long recently are now scaling back those bets before the Sunday (European leaders) summit, as there's still so much uncertainty." The EUR/USD is at 1.3748, down from an earlier high of 1.3783. The dealer says if no more positive news emerges on the European bailout plans, the EUR/USD could head to around 1.3500 by the end of the week.

@IHSG & DJIA: Intraday (Accumulation Phase) Still Support Neutral Trend

IHSG:

DJIA:

USDIDR:

VIX Index:

BUMI:

ASRI:
BMRI:
POLY:

Laporan & Rumor Saham Indonesia 19-10 (Refresh)

2nd session JCI on 19.10.11
3685.30(+63.27pts)(+1.74%)
(H: 3697.38 ; L: 3622.57 )
Value:    4.85T (NG 1.31 T )
Volume: 2.09 B (NG 1.32 )
Foreign Nett Buy:  211 B
Incl. Crossing:
BORN @1250 ~ IDR 442 B (D vs D)
USD/IDR : 8795.  (On Shore)
          8817.5(Off Shore)

6 MARKET DRIVEN BY SECTOR
MINING.        (+2.79%)(1526.961 B )
FINANCE.      (+1.56%)(904.165 B )
MANUFACTUR(+1.75%)(803.627 B )
PROPERTY(+2.06%)(730.109 B )
INFRASTRUC (+1.63%)(506.091 B )
CONSUMER.  (+1.08%)(231.739 B )

6 NETT BUY STOCKs BY FOREIGN
PGAS.      @2134.  (65.20 B )
BUMI.        @2825. (59.08 B )
ASII.          @69154(44.13 B )
ADRO.      @1961.    (28.53 B )
SMGR.      @8890. (24.57 B )
INDF.          @5489. (22.30 B )

6 NETT SELL STOCKs BY FOREIGN
BBCA.      @7851.  (43.54 B )
BORN.      @988.    (16.60 B )
INCO.        @3254. (15.74 B )
JSMR.      @3708.  (11.39 B )
MEDC.      @2232.  (9.44 B )
UNTR.      @23186 (8.87 B )

8 MOST ACTIVE STOCKs BY VALUE
BUMI.      @2175.  (+7.40%)
ASRI.      @475.    (+10.46%)
BMRI.      @6600.  (+3.12%)
ASII.        @69300(+1.83%)
BKSL.      @295.    (+3.50%)
ADRO.    @1980.  (+5.31%)
PGAS.      @2825. (+5.60%)
ENRG.      @167.    (+5.03%)

8 MOST ACTIVE STOCKs BY VOLUME
ENRG.      @167.    (868.581 M )
BKSL.      @295.    (548.221 M )
ASRI.      @475.    (503.332 M )
ELTY.      @117.      (366.384 M )
STAR.    @183.    (327.270 M )
KIJA.        @173.      (219.011 M )
BUMI.      @2175.  (171.921 M )
CFIN-W.  @84.      (122.899 M )

*DJ Indika Energy Target Cut To IDR4,300 From IDR6,300 By Deutsche Bank
*DJ Bukit Asam Target Cut To IDR26,600 From IDR32,100 By Deutsche Bank
*DJ Indo Tambangraya Mega Target Cut To IDR56,900 From IDR66,900 By Deutsche Ba
*DJ Adaro Energy Target Cut To IDR3,100 From IDR4,000 By Deutsche Bank
*DJ Harum Energy Target Cut To IDR9,900 From IDR10,900 By Deutsche Bank

10 saham terbesar yang diborong asing pada perdagangan hari ini adalah BUMI, menduduki posisi teratas dengan mencatatkan pembelian asing sebanyak 30,21 juta saham. Urutan kedua terbesar saham yang dibeli asing adalah
ENRG sebanyak 21,18 juta saham.Urutan ketiga terhadap saham
PGAS yang dibeli asing sebanyak 20,97 juta saham, diikuti
ADRO sebanyak 14,55 juta saham,
BBKP 4,56 juta saham,
BNBR 4,36 juta saham,
CMNP 4,08 juta saham,
MASA 3,31 juta saham,
BTEL 3,23 juta saham dan
INDF 3,06 juta saham.

Pembelian Asing Picu IHSG Menguat 1,7%
http://pasarmodal.inilah.com/read/detail/1787029/pembelian-asing-picu-ihsg-menguat-17

IHSG Rebound 63 Poin Berkat Saham Tambang 
http://finance.detik.com/read/2011/10/19/160647/1747866/6/ihsg-rebound-63-poin-berkat-saham-tambang

Investor getol mengoleksi ASII, BMRI dan PGAS di sesi sore
http://investasi.kontan.co.id/v2/read/1319016488/80434/Investor-getol-mengoleksi-ASII-BMRI-dan-PGAS-di-sesi-sore-

Macquarie naikkan proyeksi, saham ASRI mencetak rekor tertinggi
http://investasi.kontan.co.id/v2/read/1319011994/80418/Macquarie-naikkan-proyeksi-saham-ASRI-mencetak-rekor-tertinggi-

Inilah 10 Top Net Foreign Buy Saham Rabu (19/10)
http://pasarmodal.inilah.com/read/detail/1787043/inilah-10-top-net-foreign-buy-saham-rabu-1910

Inilah 10 Top Net Foreign Sell Saham Rabu (19/10)
http://pasarmodal.inilah.com/read/detail/1787047/inilah-10-top-net-foreign-sell-saham-rabu-1910

Saham TMPI Teraktif Diperdagangkan Rabu (19/10)
http://pasarmodal.inilah.com/read/detail/1787052/saham-tmpi-teraktif-diperdagangkan-rabu-1910

Unilever Dapat Utang Rp 1,2 Triliun
http://finance.detik.com/read/2011/10/19/122508/1747550/6/unilever-dapat-utang-rp-12-triliun

JSMR Masih Tunggu Lahan, Garap Tol Surabaya
http://pasarmodal.inilah.com/read/detail/1786984/jsmr-masih-tunggu-lahan-garap-tol-surabaya

PTBA Harap Ground Breaking Desember
http://pasarmodal.inilah.com/read/detail/1787049/ptba-harap-ground-breaking-desember

'Risk Appetite' Terus Bangkitkan Rupiah
http://pasarmodal.inilah.com/read/detail/1787059/risk-appetite-terus-bangkitkan-rupiah

Pelaku Pasar Inginkan Stabilitas Politik
http://pasarmodal.inilah.com/read/detail/1787061/pelaku-pasar-inginkan-stabilitas-politik

Bursa Eropa Naik Respon Jerman dan Prancis
http://pasarmodal.inilah.com/read/detail/1787013/bursa-eropa-naik-respon-jerman-dan-prancis

FREN Terbitkan MTN Rp500 Miliar
http://pasarmodal.inilah.com/read/detail/1787021/fren-terbitkan-mtn-rp500-miliar

PGAS Masih Evaluasi Tambah Saham di CBM Lematang
http://pasarmodal.inilah.com/read/detail/1787028/pgas-masih-evaluasi-tambah-saham-di-cbm-lematang

JAKARTA. Sore ini, saham PT Perusahaan Gas Negara Tbk (PGAS) reli paling tajam dalam tiga pekan terakhir. Saham distributor bahan bakar terbesar di Indonesia ini melejit 6,54% ke level Rp 2.850 per saham hingga pukul 15.57 WIB. Ini kenaikan terbesarnya sejak 27 September lalu.Saham PGAS diburu setelah perseroan menyebut akan menambah saham di blok gas Lematang. Saat ini, perseroan baru memegang 5% saham blok Lematang. Hari ini, Direktur Keuangan PGAS Riza Pahlevi Tabrani menyebut, perusahaan akan menerbitkan obligasi atau mencari pinjaman bank untuk membantu mendanai pembelian saham tersebut.

*DJ Goldman Sachs Strategist: Some Risk EU Summit Could Disappoint FX Markets
*DJ Goldman Sachs Chief FX Strategist: Reserve Managers Nervous On US Dollar Holdings
*DJ Goldman Strategist Forecasts Australian Dollar At US$0.9500 End 2011
*DJ Goldman Sachs Strategist: Australian Dollar To Continue To Attract Reserve

Oct. 19 (Bloomberg) -- PT Berau Coal Energy denied a report in the Daily Telegraph that the company may merge with PT Bumi Resources. The U.K. newspaper said in a report today that Bumi Plc is seeking a 4 billion-pound ($6 billion) merger between the two Indonesian companies.
“Berau denies that there is any possible merger with Bumi Resources pending or under consideration,” Thomas Shreve, a director at the Jakarta-based company, said in an e-mail.

Indorama Kantongi Restu Beli 50% PolyPrima
http://www.imq21.com/news/read/43538/20111019/143256/Indorama-Kantongi-Restu-Beli-50-PolyPrima.html?utm_source=twitterfeed&utm_medium=twitter

Jakarta - PT Semen Gresik Tbk (SMGR) memperkirakan laba bersih hanya naik tipis sekitar 5%-10% hingga September 2011. Direktur Utama PT Semen Gresik Tbk Dwi Soejipto menuturkan, kenaikan laba bersih itu naik tipis karena biaya produksi seperti batu bara dan listrik naik sekitar 5%-10% per ton. Perseroan juga belum dapat menaikkan harga jual. Selain itu, pendapatan perseroan juga diperkirakan naik sekitar 12% hingga September 2011."Biaya produksi naik karena batu bara dan listrik naik tetapi harga jual tidak bisa naik," ujar Dwi, Rabu (19/10).

*DJ Fitch: Indonesia Bond Plan Wouldn't Protect Financial Account, Reserves
*DJ Fitch Analyst: Risk Of Sudden Capital Outflows Weighs On Indonesia Ratings

REMINDER::: 21 Oktober  BUMI said in a letter to the Capital Market Supervisory Agency (Bapepam) today that the company invites an extraordinary meeting of shareholders, BUMI RESOURCES RUPLSB, Rups DEWA,  TRIMEGAH SECURITIES RUPSLB, Mulai Penawaran Ipo Atlas Resources 1500-1900, Rups First Media

Bloomberg: Rupiah Drops on Concern Reforms Will Slow Amid Cabinet Reshuffle

Bloomberg: TPG’s Indonesian Partner Said to Raise Country’s Biggest Fund

Bloomberg: Astra Advances to Five-Week High After September Car Sales Gain

Bloomberg: Adaro Rises, Leading Mining Stocks, After Bukit Enim Purchase

Sambut Kabar Positif Eropa, IHSG Menguat 34 Poin 
http://finance.detik.com/read/2011/10/19/093634/1747310/6/sambut-kabar-positif-eropa-ihsg-menguat-34-poin

Penjualan kendaraan naik, ASII maju ke level tertinggi dalam lima pekan
http://investasi.kontan.co.id/v2/read/1318993146/80380/Penjualan-kendaraan-naik-ASII-maju-ke-level-tertinggi-dalam-lima-pekan-

Rencana Buyback Saham, Mantain Buy BUMI
http://pasarmodal.inilah.com/read/detail/1786839/rencana-buyback-saham-mantain-buy-bumi

Oct. 19 (Bloomberg) -- Bumi Plc is seeking a 4 billion-pound ($6 billion) merger between Indonesia’s PT Bumi Resources and PT Berau Coal Energy, the Daily Telegraph reports without citing a source for the information.  * There would be ‘daunting’ regulatory obstacles to the deal,     Telegraph says, cites unnamed people with knowledge of the  situation. * A combined business would benefit from operational as well as administrative synergies, Telegraph reports.

Akuisisi Bukit Enim, saham ADRO pimpin reli di sektor pertambangan
http://investasi.kontan.co.id/v2/read/1318993716/80382/Akuisisi-Bukit-Enim-saham-ADRO-pimpin-reli-di-sektor-pertambangan-

Saham TINS reli setelah para produsen berencana menopang harga timah
http://investasi.kontan.co.id/v2/read/1318996301/80386/Saham-TINS-reli-setelah-para-produsen-berencana-menopang-harga-timah-

Bernanke: Fed Siap Perangi Gelembung Aset
http://pasarmodal.inilah.com/read/detail/1786873/bernanke-fed-siap-perangi-gelembung-aset

SBY: Dunia Mengalami Krisis Ekonomi Baru
http://finance.detik.com/read/2011/10/19/113453/1747452/4/sby-dunia-mengalami-krisis-ekonomi-baru

CPO rebound terpicu optimisme penanganan krisis Eropa
http://investasi.kontan.co.id/v2/read/1318997974/80391/CPO-rebound-terpicu-optimisme-penanganan-krisis-Eropa-

 REMINDER:::: JAKARTA (Dow Jones)--PT Energi Mega Persada (ENRG.JK) said Thursday that it will start supplying 2.5 million standard cubic feet per day of gas from its Gelam TAC Block in Jambi on Sumatra island to state electricity company PLN by the end of this week. Energi Mega will sell the gas at $4.9 per million British thermal units, it said in a statement. The contract, which is for six years, also stipulates a 3% annual price increase. The agreement came amid rising demand for gas in Indonesia. PLN has been eager to lock in gas supplies to reduce its dependancy on costlier diesel and coal.

Alam Sutra Realty (ASRI)
We upgrade our earnings and NAV forecasts, by including Pasar Kemis launches and market value in our calculations, as the company moves closer to receiving approval for its masterplan. As a result, we upgrade our TP by 18% to Rp560/share. Maintain Outperform.
Source: Macquarie

SSIA 2011 NET PROFIT MAY RISE BY 100% TO IDR235 BILLION FROM IDR115 BILLION A YEAR EARLOER ON HIGHER SALES. NOW TRADES AT 5.2X 2011 EARNINGS AN 4.3X 2012 EARNINGS. TP: IDR 780

 PT Ancora Indonesia Resources Tbk (OKAS), a resources and explosive maker that is founded by stellar figure investment banker Gita Wirjawan, has sealed a US$25 million loan facility from Standard Bank Plc.

REMINDER:::: Jakarta - Saham PT Clipan Tbk (CFIN) dikabarkan bakal dikerek bandar ke level Rp650 dalam waktu dekat. Hal ini seiring kabar akan masuknya investor strategis asing ke perseroan. Selain itu, penerbitan obligasi untuk ekspansi usaha juga menjadi sentimen positif ke saham CFIN.

Rukun Raharja (RAJA) dikabarkan akan segera dibli oleh raja batubara China untuk dipakai sebagai vehicle (kendaraan) perusahaan China tersebut untuk mengakuisisi sebua tambang batubara besar di Kalimantan. Negara Panda tersebut berkepentingan untuk memperoleh sumber batubara langsung untuk menutupi kebutuhan batubara di negerinya yang terus meningkat. Tahun ini China diperkirakan membutuhkan sekitar 300 juta ton batubara berbagai jenis. Raja tampaknya akan ditawarkan diharga 2,5 kali nilai buku perusahaan atau sebesar Rp760 per saham

Bloomberg: Timah Delays Plan to Resume Tin Shipments as Prices Decline. *TIMAH TO WAIT UNTIL PRICES REACH $25,000/T TO RESUME EXPORTS

Bloombrg: China Aug. Leading Index 159.5 vs July 158.6: Conference Board

Bloomberg: Unilever Indonesia Gets 1.2 Trillion Rupiah Loan From Affiliate

Bloomberg: Citi Says Indonesia Reshuffle Impact Muted, Favors Large Caps

Bloomberg: Bank Danamon Targets 25% Loan Growth Next Year, Post Reports

Bloomberg: Rubber in Tokyo Falls 0.3% to 312.2 Yen a Kilogram

Bloomberg: International Nickel Indonesia Cut to Hold at BNP Paribas

Bloomberg: Kalbe Farma Cut to Reduce at BNP Paribas, PT 3,000 Rupiah 

[Dow Jones] Indonesia's cabinet reshuffle shouldn't have too much of an impact on the economy and stock market, says Citigroup; "the macro stability is there and the crucial post of finance minister remains with Agus Martowardjojo, which is positive for macro-economic stability." The house believes coordination among the various ministries was the bigger challenge for the government in order to streamline the bureaucracy for business people and the economy. Its top Conviction Buys in this case remain big caps with strong earnings fundamentals such as Bank Mandiri (BMRI.JK), Bank Rakyat (BBRI.JK), Indocement (INTP.JK), United Tractors (UNTR.JK), Adaro (ADRO.JK), Indomegah (ITMG.JK) and Jasa Marga (JSMR.JK). (i-made.sentana@dowjones.com)

Inilah Menu Saham Pilihan Rabu (19/10)
http://pasarmodal.inilah.com/read/detail/1786717/inilah-menu-saham-pilihan-rabu-1910

Inilah Saham-saham Penggerak Pasar Hari Ini
http://pasarmodal.inilah.com/read/detail/1786838/inilah-saham-saham-penggerak-pasar-hari-ini

Rekomendasi Saham
IHSG Kena Imbas Positif Kabar dari Eropa
http://finance.detik.com/read/2011/10/19/074402/1747249/6/ihsg-kena-imbas-positif-kabar-dari-eropa

Persaingan ketat tahan laju SMGR
http://investasi.kontan.co.id/v2/read/1318988658/80371/Persaingan-ketat-tahan-laju-SMGR-

BRMS gunakan dividen untuk lunasi utang
http://investasi.kontan.co.id/v2/read/1318984666/80366/BRMS-gunakan-dividen-untuk-lunasi-utang-

Lelang SUN oversubscribed hampir 3 kali
http://investasi.kontan.co.id/v2/read/1318941416/80343/Lelang-SUN-oversubscribed-hampir-3-kali-

UNTR Tuntaskan Akuisisi Duta Sejahtera
http://pasarmodal.inilah.com/read/detail/1786833/untr-tuntaskan-akuisisi-duta-sejahtera

GDP China: Pukulan Telak Saham Batu Bara?
http://pasarmodal.inilah.com/read/detail/1786671/gdp-china-pukulan-telak-saham-batu-bara

Ups! Moody's Pangkas Rating Kredit Spanyol
http://pasarmodal.inilah.com/read/detail/1786832/ups-moodys-pangkas-rating-kredit-spanyol

Aksi Perancis-Jerman Angkat Saham Asia
http://pasarmodal.inilah.com/read/detail/1786830/aksi-perancis-jerman-angkat-saham-asia

Ayo Cermati, Fund Manager Asing Buru Saham COWL?
http://pasarmodal.inilah.com/read/detail/1786827/ayo-cermati-fund-manager-asing-buru-saham-cowl

Tunggu Saham Batu Bara Turun Maksimal!
http://pasarmodal.inilah.com/read/detail/1786681/tunggu-saham-batu-bara-turun-maksimalADRO 

Rogoh US$46 Juta Akuisisi 46% Saham BEE
http://pasarmodal.inilah.com/read/detail/1786612/adro-rogoh-us46-juta-akuisisi-46-saham-bee

Garuda Terima Boeing Berteknologi Sky Interior
http://pasarmodal.inilah.com/read/detail/1786705/garuda-terima-boeing-berteknologi-sky-interior

Bandar Akan Kerek Saham MTFN ke Rp600?
http://pasarmodal.inilah.com/read/detail/1786826/bandar-akan-kerek-saham-mtfn-ke-rp600

Oct 18 (Reuters) - Indonesia's central bank expects loan growth to ease slightly to 23 to 24 percent in 2012 as the global economic slowdown weighs on domestic growth, Deputy Governor Halim Alamsyah said on Tuesday. Bank Indonesia Governor Darmin Nasution said last week the 2011 full-year loan growth was seen at 24 to 25 percent.

Bumi Seeks $6 Bln Merger Between PT Bumi, PT Berau: Telegraph 2011-10-19 01:54:10.187 GMT By Blanche Gatt Oct. 19 (Bloomberg) -- Bumi Plc is seeking a 4 billion- pound ($6 billion) merger between Indonesia’s PT Bumi Resources and PT Berau Coal Energy, the Daily Telegraph reports without citing a source for the information. * There would be ‘daunting’ regulatory obstacles to the deal, Telegraph says, cites unnamed people with knowledge of the situation. * A combined business would benefit from operational as well as administrative synergies, Telegraph reports.

8:59 AM 10/19 Bumi Seeks $6 Bln Merger Between PT Bumi, PT Berau: Telegraph 2011-10-19 01:54:10.187 GMT By Blanche Gatt Oct. 19 (Bloomberg) -- Bumi Plc is seeking a 4 billion- pound ($6 billion) merger between Indonesia’s PT Bumi Resources and PT Berau Coal Energy, the Daily Telegraph reports without citing a source for the information. * There would be ‘daunting’ regulatory obstacles to the deal, Telegraph says, cites unnamed people with knowledge of the situation. * A combined business would benefit from operational as well as administrative synergies, Telegraph reports.

8:59 AM 10/19 *Indonesia Government Has IDR240T Cash It Can Use To Stabilize Bond Market - Official

9:02 AM 10/19 Astra Agro Lestari [ PDF ] September production rebounds AALI IJ / AALI.JK | UNDERPERFORM - Maintained | Share Price Rp19000 - Tgt. Rp19500 Commodities | - by Erwan TEGUH / Erisca Wiraatmadja AALI’s production rebound in Sep – following a weak Aug due to the festive holidays – is more relief than a cause for celebration. While its share price has recovered of late, rerating catalysts remain scarce and the bearish global growth outlook is a major concern. AALI is back on track to meeting our full-year production forecast but our rating stays at UNDERPERFORM as does our target price pegged to 12x P/E, its 5-year trading mean. With its subpar production and lacklustre CPO prices, a further de-rating in its valuation cannot be ruled out.

9:06 AM 10/19 Dow. 11.577.05.+180.05.+1.58% Nasdaq. 2657.43. +42.51. +1.63% S&P 500.1225.38. +24.52. +2.04% FTSE. 5410.35. -26.35. -0.48% Dax. 5877.41. +17.98. +0.31% CAC40. 3141.10. -24.96. -0.79% Oil. 88.37. +1.99. +2.30% Gold. 1657.400-19.200. -1.15% IDR. 8853(source: yahoo finance) Euro. 1.3737 TLKM. 32.93. +0.57+1.76%.Rp7288 ISAT. 27.73. +0.30+1.09% Rp4910 BumiPLC.730.500. -25.500. -3.373% EIDO. 29.380.+0.720. +2.512% Timah. 21325. +450. +2.16%. Nickel. 19065. +310 +1.65% CPOJan 2835RM -41RM -1.43%$926 Corn. 644.500+3.500. +0.55% SoybeanOil.52.700. -0.200. -0.38% Wheat. 625.250.+1.000. +0.16% Coal14Okt 120.79vs.121.14(7 Okt) 

[Dow Jones]The EUR/USD will likely keep an upward bias in Asian trade, after sizeable buying by a major U.S. bank pushes it up to a session high at 1.3774, says an FX dealer at a major Japanese trust bank. "Going into the Tokyo fixing, we had that supportive flow, and we're still seeing it rather well bid," she says. The EUR/USD could rise to around 1.3850 later, she adds; the pair is last at 1.3761.

[Dow Jones] China shares are higher, tracking gains on Wall Street, led by oil firms and coal miners on the back of firmer oil prices, say analysts. The Shanghai Composite Index is up 0.3% at 2390.24, with analysts putting initial resistance at 2400, then 2450. "Today's rise looks more like a technical rebound after Tuesday's slump, and the Shanghai index is likely to resume its downward trend if it can't remain above the 2400 level as sentiment remains fragile after sharp losses over the previous two months," says Huatai Securities analyst Zhou Lin.

The Bear News Are Coming...

Don't Buy Into Europe's Latest Rescue Effort – The Continent's Banks Are About to Go Bust
The latest plan to preserve the European Union (EU) and save the global banking sector is to force European banks to increase their equity capital. The goal, of course, is to restore confidence and stability. But if that's the case, then why are so many analysts and savvy investors still nervous? To put it bluntly, because they know it won't work. As it stands, the capital shortage is about 200 billion euros ($277 billion) according to the International Monetary Fund (IMF). I think it's more like 1 trillion euros ($1.4 trillion) by the time you factor in all the cross holdings and the daisy chain of exposure that makes the entire banking system there look like Swiss cheese.

READ MORE: http://moneymorning.com/2011/10/17/dont-buy-into-europes-latest-rescue-effort-the-continents-banks-are-about-to-go-bust/

Can We Escape From The Trading Range?
For several months US stocks have traded within a range of 1120 - 1220, give or take a few points. Active traders who have played this range have done very well so far. It has been a big challenge for two reasons:
       1. Whenever the market is at the bottom of the range, it looks to many that a crash is imminent.
       2. Whenever we hit the top of the range, it seems like euphoria -- an excessive reaction to events.

READ MORE: http://www.econmatters.com/2011/10/can-we-escape-from-trading-range-guest.html

Market Volatility Down, Good For Stocks
The CBOE Volatility Index (VIX) is generally regarded as the “fear gauge” of Wall Street, measuring implied volatility of S&P 500 Index options. The highest VIX readings occur when investors become nervous and anticipate huge equity declines, generally as a result of some crisis as shown on the chart below.

READ MORE: http://www.econmatters.com/2011/10/market-volatility-down-good-for-stocks.html

BAD NEWS's Coming   
* French 10-yr spread over bunds climbed to euro-era record as Moody’s said the nation’s Aaa credit rating is under pressure from deterioration in debt metrics and the potential for additional liabilities from the Europe’s debt crisis
    * China’s economy grew 9.1% in the third quarter from a year earlier, the slowest pace since 2009
    * U.K. inflation accelerated to 5.2%, matching a record high set in September
    * German investor confidence fell to -48.3 in October, the lowest in almost three years
    * Bank of America said to move derivatives from its Merrill Lynch unit to subsidiary flush with insured deposits; move said to divide FDIC, Fed
    * Citigroup closing proprietary-trading unit that incurred losses in 3Q as regulators prepare to restrict banks from making bets with shareholder cash
    * Parliamentary debate in Greece due to start today on new round of austerity measures amid public protests, labor-union unrest
    * Borrowing costs rose at auctions of Greek and Belgian bills;
    * Spanish borrowing costs little changed at bill sales

@IHSG vs Global Markets: An Overbought Pattern In Neutral Trend >>> Downturn Limited

IHSG:

 
DJIA:

 
HSI:

DAX Jerman:GOLD:

VIX Index:

Laporan & Rumor Saham Indonesia 18-10 (Refresh)

2nd session JCI on 18.10.11
3622.02(-106.98pts)(-2.86%)
(H: 3728.00 ; L: 3580.76 )
Value:    4.09T (NG 368 B )
Volume:  1.29 B (NG 449 M )
Foreign Nett Sell: 33 B
USD/IDR : 8815.      (On Shore)
                    8831.25 (Off Shore)

6 MARKET DRIVEN BY SECTOR
MINING.      (-4.98%) (1095.675 B )
FINANCE.  (-3.66%)(873.269 B )
MANUFACTUR(-1.89%)(766.389 B )
PROPERTY.  (-3.87%)(570.002 B )
INFRASTRUC(-1.57%)(486.132 B )
CONSUMER.  (-0.84%)(273.717 B )

6 NETT BUY STOCKs BY FOREIGN
ASII.      @67871 (55.45 B )
ADRO.  @1884.  (25.79 B )
PGAS.  @2670.  (22.42 B )
BBNI.      @3759.  (21.29 B )
BKSL.    @290.    (19.74 B )
BUMI.    @2037.  (14.07 B )

6 NETT SELL STOCKs BY FOREIGN
BMRI.    @6422 (107.18 B )
BBCA.    @7740.(38.02 B )
HRUM.  @7519.  (30.39 B )
BBRI.      @6399. (28.46 B )
JSMR.  @3686. (25.02 B )
TLKM.  @7093. (18.80 B )

8 MOST ACTIVE STOCKs BY VALUE
BUMI.    @2025. (-7.95%)
BMRI.    @6400 (-5.18%)
BKSL.    @285.    (-1.72%)
ASII.      @68050(-1.37%)
BBRI.      @6400 (-4.47%)
ENRG.    @159.    (-7.01%)
TLKM.  @7150.  (+0.70%)
ADRO.  @1880.  (-4.08%)

8 MOST ACTIVE STOCKs BY VOLUME
BKSL.    @285.  (817.313 M )
ENRG.    @159.    (805.244 M )
KIJA.      @168.    (370.813 M )
ELTY.    @114.    (355.154 M )
BNBR.    @51.        (270.351 M )
BUMI.    @2025 (195.183 M )
ASRI.    @430.  (192.288 M )
DEWA.  @77.      (190.755 M )

Terseret Regional, IHSG Melemah 2,8%
http://pasarmodal.inilah.com/read/detail/1786553/terseret-regional-ihsg-melemah-28

248 Saham Terkoreksi, IHSG Jatuh 106 Poin 
http://finance.detik.com/read/2011/10/18/161214/1746883/6/248-saham-terkoreksi-ihsg-jatuh-106-poin

Saham BKSL Teraktif Diperdagangkan Selasa (18/10)
http://pasarmodal.inilah.com/read/detail/1786577/saham-bksl-teraktif-diperdagangkan-selasa-1810

Raih Kredit US$25 Juta, Ancora Siap Akuisisi
http://pasarmodal.inilah.com/read/detail/1786574/raih-kredit-us25-juta-ancora-siap-akuisisi

Asing Paling Banyak Lepas Saham BLTA Hari Ini
http://pasarmodal.inilah.com/read/detail/1786568/asing-paling-banyak-lepas-saham-blta-hari-ini

Inilah 10 Top Net Foreign Buy Saham Selasa (18/10)
http://pasarmodal.inilah.com/read/detail/1786559/inilah-10-top-net-foreign-buy-saham-selasa-1810

BRMS Raup Dividen US$40,8 Juta dari Newmont
http://pasarmodal.inilah.com/read/detail/1786544/brms-raup-dividen-us408-juta-dari-newmont

Q3, BCA Targetkan KPR Lebih dari Rp15 T
http://pasarmodal.inilah.com/read/detail/1786485/q3-bca-targetkan-kpr-lebih-dari-rp15-t

Menkeu Perancis: Rating Kredit Tidak dalam Bahaya
http://pasarmodal.inilah.com/read/detail/1786496/menkeu-perancis-rating-kredit-tidak-dalam-bahaya

Laba Makin Besar, Perbankan Raup Rp 38,8 Triliun dalam 8 Bulan 
http://finance.detik.com/read/2011/10/18/071236/1746307/5/laba-makin-besar-perbankan-raup-rp-388-triliun-dalam-8-bulan

TV One Cs Listing di Bursa Saham 15 November 
http://finance.detik.com/read/2011/10/18/135128/1746740/6/tv-one-cs-listing-di-bursa-saham-15-november

Hingga akhir September, JSPT cetak pendapatan Rp 750 miliar
http://investasi.kontan.co.id/v2/read/1318926138/80315/Hingga-akhir-September-JSPT-cetak-pendapatan-Rp-750-miliar-

Perlambatan ekonomi China menyebabkan saham INCO dan ADRO terjungkal
http://investasi.kontan.co.id/v2/read/1318925425/80313/Perlambatan-ekonomi-China-menyebabkan-saham-INCO-dan-ADRO-terjungkal-

Batal diakuisisi Lotte, saham MPPA melorot ke level terendah dua minggu
http://investasi.kontan.co.id/v2/read/1318923664/80308/Batal-diakuisisi-Lotte-saham-MPPA-melorot-ke-level-terendah-dua-minggu-

Harga CPO turun ke level terendah dalam sepekan terakhir
http://investasi.kontan.co.id/v2/read/1318922672/80306/Harga-CPO-turun-ke-level-terendah-dalam-sepekan-terakhir-

Nilai akuisisi APLN terhadap TMI senilai Rp 150,34 miliar
http://investasi.kontan.co.id/v2/read/1318919018/80290/Nilai-akuisisi-APLN-terhadap-TMI-senilai-Rp-15034-miliar-

1st session JCI on 18.10.11
3618.51(-110.49pts)(-2.96%)
(H: 3728.00 ; L: 3605.11 )
Value:    1.89T.  (NG 80 B )
Volume: 2.99 B (NG 27 M )
Foreign Nett Sell: 33 B
USD/IDR : 8815.        (On Shore)
           8852.50. (Off Shore)

6 MARKET DRIVEN BY SECTOR
MINING.        (-4.45%)(548.956 B )
FINANCE.      (-3.68%)(353.546 B )
PROPERTY(-3.35%)(339.871 B )
MANUFACTUR(-2.29%)(286.085 B )
INFRASTRUC.  (-1.92%)(216.794 B )
CONSUMER.    (-2.17%)(64.556 B )

6 NETT BUY STOCKs BY FOREIGN
ASII.              @67901 (40.37 B )
PGAS.          @2682.  (16.62 B )
BKSL.            @292.    (16.31 B )
BUMI.            @2058.  (15.77 B )
ADRO.          @1897.  (12.60 B )
BBNI.              @3762.  (7.16 B )

6 NETT SELL STOCKs BY FOREIGN
BMRI.          @6486.  (54.50 B )
BBRI.            @6451.    (20.56 B )
TLKM.        @7071.    (15.73 B )
GGRM.        @54648 (11.81 B )
INCO.          @3276.    (10.51 B )
BORN.        @960.      (7.69 B )

8 MOST ACTIVE STOCKs BY VALUE
BUMI.          @2050.  (-6.81% )
BKSL.        @295.      (+1.72%)
BMRI.          @6450.    (-4.44%)
ASII.            @68150.  (-1.23%)
ENRG.        @163.        (-4.67%)
BBRI.          @6400.    (-4.47%)
TLKM.        @7050.    (-0.70%)
TRAM.      @810.        (-3.57%)

8 MOST ACTIVE STOCKs BY VOLUME
BKSL.          @295.    (581.053 M )
ENRG.          @163.      (487.100 M )
KIJA.          @174.      (223.065 M )
BNBR.          @52.        (215.759 M )
ELTY.        @118.      (165.387 M )
DEWA.        @78.        (126.630 M )
ASRI.          @435.    (120.555 M )
BUMI.          @2050.  (108.722 M )

REMINDER Fr CC :: Land is King
Sentul City (BKSL) is Indonesia’s largest property developer strictly based on
land inventory, proportionately owning around 9,100 hectares in Sentul area,
strategically located between Jakarta and Bogor. The next biggest developer
is BSDE with around 4,500 hectares of land inventory. Big land inventory is a
blessing when property prices are on the run, eliminating any concern on land
replacement cost while allowing margin expansion. As a satellite city, Sentul
area offers unique topography being situated 300-1,100M above sea levels
with surrounding mountains and cooler weather compared with competing
developments. We start coverage with a BUY rating and TP of Rp400/share.

*DJ Bumi Resources Target Cut To IDR3100 Vs IDR4500 By Citigroup
*DJ Tambang Batubara Target Cut To IDR23,500 Vs IDR27,500 By Citigroup
*DJ Bumi Resources Target Cut To IDR3100 Vs IDR4500 By Citigroup

Agenda 18 Oktober  ASIA PACIFIC FIBERS (POLY)RUPSLB, Rups Bumi Citra Permai, Rups Jakarta Setiabudi, Rups SMDM, Pemerintah akan lelang lima seri SUN
19 Oktober  Masyarakat Energi Terbarukan Indonesia (METI) akan menyelenggarakan pertemuan para pakar dan praktisi energi terbarukan dan efisiensi energi tingkat dunia di Bali, 17-19 Oktober 2011, Rups Onyx Capital, SEMEN GRESIK (PERSERO) RUPSLB

Bloomberg: Bumi Puts M&A on Hold as BRM Deal Shelved, Rothschild Says

Bloomberg: China 3Q GDP +9.1% y/y vs Est. +9.3%; Slowest Growth in 2 Years. China Sept. Industrial Production +13.8 y/y vs Est. +13.4%. China’s Economy Grows at Slowest Pace in 2 Years

Bloomberg: China One Step Closer to Easing, McDonough Says

Bloomberg: Asian Stocks Drop Most in 2 Weeks as Europe Debt Optimism Fades

Bloomberg: Indonesia Coal Selloff Overdone, Citi Says

Bloomberg: Rubber in Tokyo Declines 2.3% to 313.8 Yen a Kilogram

Bloomberg: Visi Media Asia Seeks to Raise 640.1 Billion Rupiah in IPO

Bloomberg; Bumi Puts M&A on Hold as BRM Deal Shelved, Rothschild Says

Inilah Saham Second Liner & Bluechips Layak Beli
http://pasarmodal.inilah.com/read/detail/1786232/inilah-saham-second-liner-bluechips-layak-beli

Rekomendasi Saham
IHSG Bakal 'Terjebak' Pelemahan Bursa Global 
http://finance.detik.com/read/2011/10/18/072013/1746311/6/ihsg-bakal-terjebak-pelemahan-bursa-global

BUMI tunda penjualan BRMS
http://investasi.kontan.co.id/v2/read/1318899023/80247/BUMI-tunda-penjualan-BRMS-

Bursa Asia melorot ke level terendah dalam sebulan terakhir
http://investasi.kontan.co.id/v2/read/1318902872/80259/Bursa-Asia-melorot-ke-level-terendah-dalam-sebulan-terakhir-

BMTR jual 7,5% saham MNCN
http://investasi.kontan.co.id/v2/read/1318895292/80238/BMTR-jual-75-saham-MNCN-

Agung Podomoro Akuisisi Tiara Metropolitan Indah
http://pasarmodal.inilah.com/read/detail/1786362/agung-podomoro-akuisisi-tiara-metropolitan-indah

Morgan Stanley Upgrade Harga BISI Jadi Rp1.750
http://pasarmodal.inilah.com/read/detail/1786359/morgan-stanley-upgrade-harga-bisi-jadi-rp1750

Buruan Beli, Fund Manager Buru Saham MYOH
http://pasarmodal.inilah.com/read/detail/1786356/buruan-beli-fund-manager-buru-saham-myoh

Investor Minyak Masuk, BULL Berpeluang ke Rp300
http://pasarmodal.inilah.com/read/detail/1786355/investor-minyak-masuk-bull-berpeluang-ke-rp300

Saham ENRG Terbanyak Dibeli Asing, Senin (17/10)
http://pasarmodal.inilah.com/read/detail/1786224/saham-enrg-terbanyak-dibeli-asing-senin-1710

Saham Bank: Pilih Dividen atau Gain?
http://pasarmodal.inilah.com/read/detail/1786241/saham-bank-pilih-dividen-atau-gain

Inilah Formasi Saham Pilihan Selasa (18/10)
http://pasarmodal.inilah.com/read/detail/1786254/inilah-formasi-saham-pilihan-selasa-1810

Ketakutan Pasar (Paling Tidak) Tinggal 10%
http://pasarmodal.inilah.com/read/detail/1786250/ketakutan-pasar-paling-tidak-tinggal-10

Bank Pundi Raup Dana Right Issue II Rp382,2 M
http://pasarmodal.inilah.com/read/detail/1786208/bank-pundi-raup-dana-right-issue-ii-rp3822-m

Menkeu Jerman Berulah, Wall Street Memerah
http://pasarmodal.inilah.com/read/detail/1786312/menkeu-jerman-berulah-wall-street-memerah

IHSG Bullish, Palsu?
http://pasarmodal.inilah.com/read/detail/1786023/ihsg-bullish-palsu

Harga kontrak emas melorot seiring reli dollar AS
http://investasi.kontan.co.id/v2/read/1318897605/80241/Harga-kontrak-emas-melorot-seiring-reli-dollar-AS-

Fundamentally:
CIMB mempertahankan rating sektor banking pada NEUTRAL. Meskipun loan growth naik 24% yoy kami tidak melihat tanda-tanda positive. Forex LDR naik dari 87% ke 94% yang menjadi masalah karena ketatnya likuiditas USD. Rupiah LDR naik ke 83% dari 80%. Faktor positive seperti loan growth, NIM dan asset quality belum cukup mengkompensasi naiknya forex LDR. Kami tetap menyukai BMRI, BBNI, BBKP masing-masing dengan TP Rp9400, Rp5200, Rp1200.

CIMB mempertahankan rating Bank Tabungan Pensiunan (BTPN) pada NEUTRAL dengan target harga Rp4700. Kami memprediksi result 4Q nanti akan menurun dibandingkan 3Q. Valuasi yang mahal juga tidak memberikan upside yang cukup bagi investor. Operation cost pada 3Q turun banyak karena berhentinya ekspansi sehingga core profit 3Q sudah mencapai 83% dari target 2011. Loan growth 3Q sekitar 31% yoy, lebih rendah dari ekspektasi kami 34%. NIM bertahan di 13%, NPL dan cost of credit sekitar 1.5% dan 0.9%. BTPN juga mulai bekerjasama dengan BFIN. Setiap pinjaman BFIN, BTPN akan menyediakan 90% funding dan credit risk dibagi secara pro-rata.

[Dow Jones] The USD/IDR is higher at 8,850, from 8,820 late Monday, as risk appetite wanes following declines on Wall Street, dealers say. "Bank Indonesia is not in the market so far, and may not intervene as long as the dollar remains below IDR9,000," a dealer says. Bank Indonesia was suspected to be virtually the sole seller of dollars in the market during the bout of fund outflows from September to early this month. Dealers tip a 8,830-8,880 range for the day

[Dow Jones] The HSI is set to fall, by over 2% if cues from the ADRs of blue-chip stocks are taken, tracking losses on Wall Street as the European debt issue flares up again. The HSI has rallied 16.1% in the past eight sessions (7 up, 1 down), in part on expectations that China may ease its monetary tightening stance, "driving concerns of not wanting to 'miss any rally' before year-end," says Goldman Sachs. Still, the house's view is for gradual normalization of policies in targeted areas, so "we may see more volatility in the coming months should policy signals look less one-directional than hoped, or we get more negative surprises from developed markets." New World Development (0017.HK) may lead a decline in blue chips on its plan to raise HK$12.34 billion via a 1-for-2 rights issue; AIA (1299.HK) may underperform more on concerns over a possible stake sell-down by AIG. The HSI ends Monday +2.0% at 18,873.99.

[Dow Jones] Thai shares are likely to fall, tracking declines on Wall Street Monday and regional bourses so far, after expectations for a quick end to the European debt crisis wane. Buying interest in stocks expected to benefit from the reconstruction process after the ongoing floods end may limit downside, says Tisco Securities strategist Viwat Techapoonphol. Thai PM Yingluck Shinawatra said Monday the government will need to spend around THB100 billion for reconstruction in areas damaged by the floods. Support is pegged at 955-960, with resistance at 975; the SET index ends 1.7% higher at 971.63 Monday.

[Dow Jones] The EUR and AUD are likely to fall if China economic data due later turn out to be weaker than expected and leave investors with an impression that the global economy's slowing, says Barclays Capital chief Japan strategist Masafumi Yamamoto. China is set to release industrial output and retail sales for September as well as GDP for the third quarter at 0200 GMT. The EUR/USD is last at 1.3758, the EUR/JPY is at 105.73, the AUD/JPY is at 78.28 and the AUD/USD is at 1.0185.

[Dow Jones] Crude slips in thin electronic trading, extending overnight losses. Traders are adjusting positions as they await China's July-September GDP data due at 0200 GMT, in which a April-June slowdown is expected on China's recent monetary tightening policy to combat inflation. "Even if the slowdown is very slight, crude prices may fall sharply," as the effect on sentiment is compounded by the unclear outlook for the European debt crisis, says Nihon Unicom analyst Hiroyuki Kikukawa says. November Nymex crude is down 45 cents at $86.35/bbl on Globex; December ICE Brent is off 24 cents at $109.92/bbl.

[Dow Jones] The EUR/USD is at 1.3761, up from 1.3735 earlier this morning; the move is due to some speculators' position adjustments amid the thinly-traded market, says a senior dealer at a major bank in Tokyo. "I don't see anything fresh or important so far this morning," he says. The EUR/JPY is also higher, now at 105.75 from 105.60. Dealers tip resistance for the EUR/USD at 1.3800, and for the EUR/JPY at 106.00.(

[Dow Jones] The Nikkei is down 1.3% at 8762.15 as "excessive expectations wane" for a far-reaching resolution to the euro-zone debt crisis after German leaders downplayed the realization of such hopes at the upcoming Oct. 23 EU summit, says Hideyuki Ishiguro, supervisor at investment strategy at Okasan Securities. As investors await further developments in the crisis, they are unlikely to bet aggressively, he says, tipping the Nikkei in a 8700-8800 range for the day. A firmer JPY is also seen negative to Japan exporters; USD/JPY is at 76.84, EUR/JPY is at 105.77. 27 of 33 Topix subindexes are lower; Fanuc (6954.TO) is down 3.2% at Y11,660 and TDK (6762.TO) is down 5.0% at Y2,778. Euro-exposed Canon (7751.TO) is down 1.7% at Y3,410 and Sony (6758.TO) is down 3.5% at Y1,551. Olympus (7733.TO) is down 3.7% at Y1,497 as a dispute has emerged between recently ousted company president Michael Woodford and other executives over the prices and advisory fees paid in a series of company acquisitions.

[Dow Jones] Singapore shares are likely to open lower after U.S. shares staged their steepest drop in two weeks Monday, as hopes that European leaders can work out a resolution to the region's sovereign debt crisis at this weekend's EU summit were dampened by Germany. Investors may also take the chance to book some profit after the benchmark STI ended up 1.3% at 2778.97 Monday, taking its rally from its October 5 low to 10.2%. Keppel Land (K17.SG) and its 40%-owned K-REIT (K71U.SG) are likely to be in focus after the latter said it is planning to raise a total of S$1.58 billion (S$976.3 million in a rights issue and another S$602.6 million in debt.) The REIT proposes to price the rights units at S$0.85 each, a 17.5% discount to its S$1.03 pre-suspension price Monday, and will use proceeds to buy 87.5% in the Ocean Financial Center in Singapore. Singapore Exchange (S68.SG) trades post FY1Q results, while NOL (N03.SG) and SIA (C6L.SG) both trade following operating data.

[Dow Jones] The Kospi is down 1.5% at 1836.69 amid renewed concerns about the euro zone debt crisis, analysts say; investors will likely keep a close eye on the five-day moving average near 1834. Still, "the market's supply and demand conditions have been good since the end of September. So long as foreigners don't sell aggressively...the market is likely to see sufficient dip-buying interest," says Hyundai Securities analyst Bae Sung-young. He also notes that refiners remain cheap valuation-wise, while automakers are expected to report relatively solid 3Q earnings. Shipbuilders are among the leading decliners; Hyundai Heavy (009540.SE) falls 3% to KRW291,000, while Daewoo Shipbuilding (042660.SE) sheds 2.3% to KRW25,800. Insurance company Samsung Life (032830.SE) underperforms the broader market after news CJ CheilJedang divested a part of its stake for KRW256.5 billion. Oil refiners are mixed, with SK Innovation (096770.SE) up 0.9% at KRW161,000 and S-Oil (010950.SE) off 1.4% at KRW109,000.

[Dow Jones] Malaysia shares are likely to fall following declines on Wall Street as expectations for a quick end to the European debt crisis wane. Blue-chip stocks could see mild profit taking after the recent strong gains with the KLCI rising more 5.6% in the past two weeks. "There may be sentiment-driven selling pressure in the near term but we think it will be short-lived as long as the KLCI doesn't fall below 1400," says a local dealer. He tips support at 1450 for the day. The KLCI ends Monday up 1.6% at 1465.35. Among stocks in focus, Leader Universal Holdings (4529.KU) may rise on a MYR480.1 million buyout offer while PacificMas (4782.KU) may rise after the company says OCBC has offered MYR450 million for its units.

[Dow Jones] Philippine shares are likely to retreat tracking sharp declines on Wall Street Monday amid continued concerns over European debt problems. The benchmark PSEi may head towards 3800 support after rising 1.5% to 4214.45 Monday. "We've been going up for quite awhile and the market is really vulnerable to a correction," says April Tan, research head with CitisecOnLine.com, noting the market's 10.2% advance over the past eight sessions. She adds investors may take profit on large caps that have risen substantially in recent sessions.

[Dow Jones] LME base metals are mostly lower with copper slipping about 1.4% to $7,390.75/ton, the lowest level of the session so far. The industrial metals, considered risky assets, follow regional stock markets lower after German Chancellor Angela Merkel's representative Monday said that solution to euro-zone's debt problems could take long and continue well into next year. Besides, a weak reading of the New York Empire State Manufacturing Survey business conditions index, which came in at minus-8.48 vs the minus-4.5 expected by economists, weighs on sentiment. Base metal traders will be looking ahead to China's economic data, to be released later in the trading day, for signs of future demand growth. LME 3-month copper is at $7,432/ton, down $62.50, aluminum is at $2,195/ton, down $20, lead is at $1,975/ton, down $10, nickel is at $18,800/ton, down $170 and tin is at $21,399/ton, down $96, while zinc is at $1,905.50/ton unchanged from its previous close.

@Global Market's Technical Analysis Still Rule Against The Others

Third Time Lucky for the Technicals?
In May of 2010, immediately following the flash crash many investors started to become bearish (nervous) regarding their position in gold and equities. Once the general public became aware that the stock market could fall 10% in a matter of minutes, investors became very cautious. Suddenly protecting their capital and current positions was at the forefront of their investment process.
READ MORE: http://www.econmatters.com/2011/10/heads-up-gold-stocks-are-about-to.html

17/10: European shares pared gains after German Finmin Wolfgang Schaeuble said the EU summit on Oct. 23 would not produce a definite solution to the euro zone debt crisis. http://www.cnbc.com/id/44925847

Technical Take: S&P 500 Is Getting Close To A Top
The past few months have been very difficult to navigate for retail investors and institutional money managers. The huge week to week price swings and increased volatility have made the current market conditions exceptionally difficult to maneuver. Day traders are about the only group of market participants that outperform during periods such as we have seen since the beginning of August.

READ MORE: http://www.econmatters.com/2011/10/technical-take-s-500-is-getting-close.html

The Next Shoes to Drop
The US economy is in a recession that will probably extend into next year. This may not be cause for concern, because the stock market might already have priced-in the sort of earnings decline that recessions bring about. The reason to be concerned about downside risk in the stock market is that the recession is not widely recognized, and most analysts are still projecting growth in earnings over the next 12 months.

READ MORE: http://blog.bmgbullion.com/economy/the-next-shoes-to-drop/

Yet Another Reason Why the Euro Is Doomed
The euro crisis is already concrete in everyday life in the debtor nations, but it remains abstract in the donor nations. Imposing hardship on the northern citizenry to "save" the euro is politically impossible because the "gains" from the hardship are theoretical while the hardships will be immediate and real.

READ MORE: http://charleshughsmith.blogspot.com/

By the Numbers for the Week Ending October 14
Brief comments:  Both gold and silver advanced for the week in USD terms, but gold declined in euro terms on a sharply stronger single currency.  Note that even after a 201-basis point drop for the DXY Tues/Tues (to 77.58) ICE commercial traders kept the downward pressure on the greenback index by adding another 3,662 contracts net short the DXY.  53,000 + contracts net short is a very large stand and represents 76% of the open interest.  The “ICE coms” were rewarded with another 96-ticks lower by Friday’s close to 76.62 – a major reversal for the USD. Minor negative money flow for the largest gold and silver ETFs, barely worth mentioning.

READ MORE: http://www.gotgoldreport.com/2011/10/by-the-numbers-for-the-week-ending-october-14.html

@IHSG vs DJIA: My CTA Charts Telling You "October Rally", After Juli (Peak) & August - September Gloomy ("Cxxxx")

Dibuktikan dengan Suksesnya Rekomendasi CTA BUY NEKAD 1- 7 & satu2nya yang memprediksi kenaikan di bulan Oktober 2011 (publikasi di MNC Business Channel 95/99 - Majalah Trust - BNI Securities T.A Monthly Report (Edisi Oktober 2011)

IHSG:

DJIA:

Laporan & Rumor Saham Indonesia 17-10 (Refresh)

Bloomberg: Bakrie Sumatera Said to Ask 2011 Bondholders to Commit to Loan

Bloomberg: London Sumatra Gains to 3-Week High After Deutsche Rates ‘Buy’

Bloomberg: *ARAMCO IN TALKS ON REFINERIES IN INDONESIA, VIETNAM: HURST

Bloomberg: Rubber Climbs to Three-Week High After G-20, Thai Flood Concerns

Bloomberg: Copper May Drop as Stockpiles in China Increase: LME Preview

Bloomberg: *SENTUL CITY GAINS MOST IN NEARLY TWO MONTHS AFTER `BUY' RATING

BUMI PLC - PROPOSED ACQUISITION OF 75 PER CENT OF PT BUMI RESOURCES WILL NOT PROCEED 13:09 17Oct11 RTRS-BRIEF-Bumi halts buy of PT Bumi Resources stake amid market uncertainties

Awal Pekan, IHSG Bertahan di Atas 3.700. net foreign buy Rp164,57 miliar
http://pasarmodal.inilah.com/read/detail/1786103/awal-pekan-ihsg-bertahan-di-atas-3700

IHSG Rebound ke 3.729 
http://finance.detik.com/read/2011/10/17/160640/1746001/6/ihsg-rebound-ke-3729

Di sesi II, IHSG ditutup dengan lonjakan 1,76%
http://investasi.kontan.co.id/v2/read/1318842086/80206/Di-sesi-II-IHSG-ditutup-dengan-lonjakan-176-

Abaikan Reshuffle, IHSG Ditutup Melesat 1,68%
http://pasarmodal.inilah.com/read/detail/1786099/abaikan-reshuffle-ihsg-ditutup-melesat-168

Hore! Bursa Eropa Alami Reli
http://pasarmodal.inilah.com/read/detail/1786095/hore-bursa-eropa-alami-reli

Kejar Akuisisi, CKRA Abaikan Rights Issue
http://pasarmodal.inilah.com/read/detail/1786093/kejar-akuisisi-ckra-abaikan-rights-issue

Ups! Bumi Plc Batal Akuisisi 75% Saham BRMS
http://pasarmodal.inilah.com/read/detail/1786090/ups-bumi-plc-batal-akuisisi-75-saham-brms

BNI Belum Rencana Turunkan Bunga Kredit
http://pasarmodal.inilah.com/read/detail/1786037/bni-belum-rencana-turunkan-bunga-kredit

IHSG Konsolidasi, Pilih Saham Murah
http://pasarmodal.inilah.com/read/detail/1785595/ihsg-konsolidasi-pilih-saham-murah

Bank Pundi Serap Rp 328 Miliar dari Saham Baru 
http://finance.detik.com/read/2011/10/17/154533/1745949/6/bank-pundi-serap-rp-328-miliar-dari-saham-baru

Saban Capital Beli 5% Saham MNC Rp 692 Miliar 
http://finance.detik.com/read/2011/10/17/152633/1745887/6/saban-capital-beli-5-saham-mnc-rp-692-miliar

Laba BTPN Naik 66% Menjadi Rp 958,7 Miliar 
http://finance.detik.com/read/2011/10/16/171543/1745155/6/laba-btpn-naik-66-menjadi-rp-9587-miliar

Fitch tetapkan peringkat AA- untuk obligasi nasional jangka panjang BTPN
http://investasi.kontan.co.id/v2/read/1318843326/80210/Fitch-tetapkan-peringkat-AA-untuk-obligasi-nasional-jangka-panjang-BTPN-

Mandiri rekomendasi buy, saham BKSL meroket hingga 23,4%
http://investasi.kontan.co.id/v2/read/1318839090/80196/Mandiri-rekomendasi-buy-saham-BKSL-meroket-hingga-234-

Pembatalan rencana akuisisi bikin saham BRMS terhempas
http://investasi.kontan.co.id/v2/read/1318837091/80193/Pembatalan-rencana-akuisisi-bikin-saham-BRMS-terhempas-

Harga kontrak emas diprediksi akan menanjak seiring optimisme Eropa
http://investasi.kontan.co.id/v2/read/1318830920/80175/Harga-kontrak-emas-diprediksi-akan-menanjak-seiring-optimisme-Eropa-

CPO melaju ke level tertinggi dalam tiga pekan
http://investasi.kontan.co.id/v2/read/1318832029/80178/CPO-melaju-ke-level-tertinggi-dalam-tiga-pekan-

1st session JCI on 17.10.11
3711.92(+47.24pts)(+1.28%)
(H: 3729.64 ; L: 3665.32 )
Value:    2.45T (NG 442 B )
Volume: 4.17 B (NG 199 M )
Foreign Nett Buy: 42 B
USD/IDR : 8845 (On Shore)
          8850 (Off Shore)


6 MARKET DRIVEN BY SECTOR
MINING.        (+2.48%)(700.695 B )
INFRASTRUC(+1.24%)(402.928 B )
FINANCE.      (+1.40%)(401.926 B )
MANUFACTUR (+0.62%)(373.489 B )
PROPERTY(+2.40%)(308.198 B )
CONSUMER(-0.61%)(169.877 B )

6 NETT BUY STOCKs BY FOREIGN
ACES.      @3400 (26.80 B )
BBNI.          @3841. (25.76 B )
BBRI.          @6672 (21.35 B )
UNTR.      @23524 (17.97 B )
ADRO.      @1946. (17.69 B )
ENRG.      @173.    (11.43 B )

6 NETT SELL STOCKs BY FOREIGN
TLKM.      @7118.  (56.05 B )
GGRM.      @56790 (26.74 B )
LPKR.      @655.  (15.83 B )
INCO.        @3200(11.51 B )
BMRI.        @6738 (11.46 B )
BORN.      @1060 (11.05 B )
BUMI.        @2305 (7.57 B )

8 MOST ACTIVE STOCKs BY VALUE
ENRG.      @176.    (+5.38%)
BUMI.        @2325 (+3.33%)
BMRI.        @6700 (+1.51%)
TLKM.      @7100. (0.00%)
BKSL.      @265.    (+12.76%)
BBRI.        @6650. (+1.52%)
ADRO.      @1960.  (+3.15%)
ELTY.      @124.    (+4.20%)

8 MOST ACTIVE STOCKs BY VOLUME
ENRG.      @176.    (986.255 M )
ELTY.      @124.    (552.184 M )
BKSL.      @265.    (365.789 M )
BNBR.      @54.      (323.590 M )
DEWA.      @85.      (190.548 M )
ENRG-W @51.      (170.876 M )
KIJA.        @174.    (118.825 M )

6 NETT SELL STOCKs BY FOREIGN
TLKM.      @7118.  (56.05 B )
GGRM.      @56790 (26.74 B )
LPKR.      @655.  (15.83 B )
INCO.        @3200(11.51 B )
BMRI.        @6738 (11.46 B )
BORN.      @1060 (11.05 B )
BUMI.        @2305 (7.57 B )

8 MOST ACTIVE STOCKs BY VALUE
ENRG.      @176.    (+5.38%)
BUMI.        @2325 (+3.33%)
BMRI.        @6700 (+1.51%)
TLKM.      @7100. (0.00%)
BKSL.      @265.    (+12.76%)
BBRI.        @6650. (+1.52%)
ADRO.      @1960.  (+3.15%)
ELTY.      @124.    (+4.20%)

8 MOST ACTIVE STOCKs BY VOLUME
ENRG.      @176.    (986.255 M )
ELTY.      @124.    (552.184 M )
BKSL.      @265.    (365.789 M )
BNBR.      @54.      (323.590 M )
DEWA.      @85.      (190.548 M )
ENRG-W @51.      (170.876 M )
KIJA.        @174.    (118.825 M )

BLOOMBERG: *FITCH AFFIRMS BCA AT 'BB+'; OUTLOOK POSITIVE

Bloomberg: Asian Stocks Extend Biggest Weekly Advance Since March on Europe

BLOOMBERG: *PALM OIL FALLS AS MUCH AS 0.4% TO 2,895 RINGGIT A METRIC TON

Bloomberg: Summarecon Raises Sales Target to 2.5 Tln Rupiah, Daily Reports

BLOOMBERG: MARCH-DELIVERY RUBBER JUMPS TO 327.5 YEN/KG IN TOKYO

BCA Finance May Sell 2 Trillion Rupiah of Bonds, Bisnis Reports

Regional Pacu IHSG Dibuka Naik 0,89% Dekati 3.700
http://pasarmodal.inilah.com/read/detail/1785943/regional-pacu-ihsg-dibuka-naik-089-dekati-3700

TMAS Rencana Rights Issue Akhir 2012
http://pasarmodal.inilah.com/read/detail/1785949/tmas-rencana-rights-issue-akhir-2012

Bagi Dividen, 'Buy' INCO
http://pasarmodal.inilah.com/read/detail/1785944/bagi-dividen-buy-inco

Saham CMNP Sedang Diburu Bandar?
http://pasarmodal.inilah.com/read/detail/1785934/saham-cmnp-sedang-diburu-bandar

Ayo Beli, BEKS Bakal Menuju Rp3.400
http://pasarmodal.inilah.com/read/detail/1785933/ayo-beli-beks-bakal-menuju-rp3400

Segera Refinancing, Speculative Buy BNBR
http://pasarmodal.inilah.com/read/detail/1785939/segera-refinancing-speculative-buy-bnbr

PUDP Akan Kembangkan Properti Pulau Bintan
http://pasarmodal.inilah.com/read/detail/1785581/pudp-akan-kembangkan-properti-pulau-bintan

IHSG Akan Kembali Tembus Level Psikologis di 3.700
http://pasarmodal.inilah.com/read/detail/1785936/ihsg-akan-kembali-tembus-level-psikologis-di-3700

Resources Alam Bagi-bagi Dividen Rp 50 per Saham  
http://finance.detik.com/read/2011/10/17/101700/1745422/6/resources-alam-bagi-bagi-dividen-rp-50-per-saham

Bakrie & Brothers Harus Refinancing Utang Gara-gara Krisis Eropa  
http://finance.detik.com/read/2011/10/17/071420/1745302/6/bakrie-brothers-harus-refinancing-utang-gara-gara-krisis-eropa

Rekomendasi Saham
IHSG Siap Ikuti Gairah Bursa Regional  
http://finance.detik.com/read/2011/10/17/073118/1745309/6/ihsg-siap-ikuti-gairah-bursa-regional

Bagi dividen, INCO melaju ke level tertinggi tiga pekan
http://investasi.kontan.co.id/v2/read/1318819974/80137/Bagi-dividen-INCO-melaju-ke-level-tertinggi-tiga-pekan-

Telesindo Shop memastikan akan IPO Desember 2011
http://investasi.kontan.co.id/v2/read/1318817363/80125/Telesindo-Shop-memastikan-akan-IPO-Desember-2011-

ROTI mendapat utang Rp 200 miliar
http://investasi.kontan.co.id/v2/read/1318815603/80124/ROTI-mendapat-utang-Rp-200-miliar-

BWPT akan akuisisi lahan November
http://investasi.kontan.co.id/v2/read/1318815250/80122/BWPT-akan-akuisisi-lahan-November-

Dukungan G-20 atas Eropa mendongkrak bursa Asia
http://investasi.kontan.co.id/v2/read/1318814501/80121/Dukungan-G-20-atas-Eropa-mendongkrak-bursa-Asia-

Harga minyak masih menanjak dari posisi tertinggi dalam sebulan terakhir
http://investasi.kontan.co.id/v2/read/1318808310/80117/Harga-minyak-masih-menanjak-dari-posisi-tertinggi-dalam-sebulan-terakhir-

Refloat PTRO diperpanjang 6 bulan
http://investasi.kontan.co.id/v2/read/1318783491/80116/Refloat-PTRO-diperpanjang-6-bulan-

BNBR refinancing utang ke Credit Suisse sebelum 31 Oktober 2011
http://investasi.kontan.co.id/v2/read/1318783223/80115/BNBR-refinancing-utang-ke-Credit-Suisse-sebelum-31-Oktober-2011-

Manajemen CSAP optimistis penjualan kuartal 4 akan pulih
http://investasi.kontan.co.id/v2/read/1318737582/80109/Manajemen-CSAP-optimistis-penjualan-kuartal-4-akan-pulih-

Produksi BWPT Naik 31%
http://investasi.kontan.co.id/v2/read/1318647145/80087/Produksi-BWPT-Naik-31-

Minta persetujuan penerbitan saham baru, AMRT akan gelar RUPLB
http://investasi.kontan.co.id/v2/read/1318604601/80082/Minta-persetujuan-penerbitan-saham-baru-AMRT-akan-gelar-RUPLB-

Bapepam yakin target 25 emiten baru akan terpenuhi
http://investasi.kontan.co.id/v2/read/1318604076/80081/Bapepam-yakin-target-25-emiten-baru-akan-terpenuhi-

Kim Eng (zp):: Charoen Pokphand Indonesia (CPIN.IJ, BUY) - New loan facility a boon to expansion

Charoen Pokphand Indonesia has signed US$250m syndicated loan facilities from several banks at the end of last month. Management said half the loan is denominated in rupiah with an interest rate of JIBOR+2.75%, and the other is a US$ loan facility at LIBOR+2.75%. The poultry company targets a Rp2.5t expansion capex over the next three years. Of this amount, Rp1t each is for feed mill and DOC, and Rp500b for processed chicken. Maintain BUY.

Retail   [  PDF  ]  
Shopping: alive & spending  
OVERWEIGHT - Maintained  
- by Erwan TEGUH / Cindy EFFENDI     
--------------------------------------------------------------------------------
Strong consumption momentum is intact, we believe, thanks in part to the government’s success in limiting external woes from rattling domestic confidence. Retail plays are expected to report strong 3Q11 results while the growth outlook remains resilient for now. Retailers’ SSSG paint a different consumption pattern from previously: less seasonality and much higher discretionary spending for those catering to the middle class; and more cyclicality at the low-end. Yet all showing robust growth but at varying paces; OVERWEIGHT kept.  
(selengkapnya email)

Credit Suisse::: INCO Indonesia: US$0.01/Share Interim Dividend
INCO interim dividend will be paid on November 21, 2011. The cum- and ex-dividend dates are set on November 2 and 3 respectively. Sales commentary: INCO interim dividend will be paid based on Bank Indonesia’s mid FX rate on November 7. At the current rupiah FX, we estimate INCO interim dividend at Rp89/share, yielding 2.9%.

DBS Vickers:: Telecommunications
Prohibition on premium SMS & Broadcast service
The Indonesia Telecommunication Regulatory Body (BRTI) has ordered telecommunication operators to stop premium-rate SMS services following a recent public outcry over unwanted services that deduct credit from users with pre-paid accounts.
BRTI wants all telecommunication operators to stop offering contents through SMS broadcast, pop screen, and voice broadcast. Telco operators are also required to de-activate, unregister on all of the premium-rate SMS services by October 18, 2011.
The industry consists of about 400 content provider companies and generates around Rp4trillion (~USD 450m) in revenue annually from more than 15 million customers.

BRTI has also ordered telco operators to refund the deducted phone credits and operators must report weekly to BRTI starting October 19, 2011 through to December 31, 2011.

DBS Vickers::: Inco : Hold; Rp3,100;
Price Target : Rp5,000; INCO IJ
To distribute US$0.01/share dividend
International Nickel Indonesia (INCO) has received shareholders’ approval to distribute US$100m interim dividend or US$0.01/share (around Rp90/share), yielding 3%. This translates into a 42% payout ratio based on 1H11 net profit of US$238m, above our estimate of 35%. However, we expect weaker earnings in 2H as nickel prices have dropped by more than 25% from the peak in March11. We maintain our Hold call and Rp5,000 TP for now but may review our earnings estimate and target price due to the lower nickel prices.
 
Watch UNSP