Minus 35 Poin, IHSG Bertahan di Level 3.800
http://www.detikfinance.com/read/2011/05/03/160536/1631514/6/minus-35-poin-ihsg-bertahan-di-level-3800
Raih Izin, Tambang Batu Bara AKRA Siap Berproduksi
http://economy.okezone.com/read/2011/05/03/278/452789/raih-izin-tambang-batu-bara-akra-siap-berproduksi
Pemegang Saham Lepas Kepemilikan di Wahana Phonix
http://pasarmodal.inilah.com/read/detail/1476342/pemegang-saham-lepas-kepemilikan-di-wahana-phonix
214 Saham Lolos Kategori Daftar Efek Syariah
http://economy.okezone.com/read/2011/05/03/278/452765/214-saham-lolos-kategori-daftar-efek-syariah
Apa saja yang diharamkan MUI dalam trading?
http://investasi.kontan.co.id/v2/read/1304407923/66407/Apa-saja-yang-diharamkan-MUI-dalam-trading-
CIMB: Buy BMRI target Rp 9.300.
Bhakti Capital Cetak Laba Bersih Rp67,88 Miliar
http://pasarmodal.inilah.com/read/detail/1475872/bhakti-capital-cetak-laba-bersih-rp6788-miliar
Terbesar, BRI Salurkan KUR Rp5,3 Triliun
http://economy.okezone.com/read/2011/05/03/320/452709/terbesar-bri-salurkan-kur-rp5-3-triliun
Laba Bersih Multistrada Tumbuh 20%
http://economy.okezone.com/read/2011/05/03/278/452700/laba-bersih-multistrada-tumbuh-20
Kuartal I, Laba Bersih BSD Melejit 97,2%
http://economy.okezone.com/read/2011/05/03/278/452686/kuartal-i-laba-bersih-bsd-melejit-97-2
REMINDER:::04 May 2011 Rups MPPA
05 May 2011 Rups Elang Mahkota (EMTK), TURI, SHID
06 May 2011 Rups ASII, Cum Dev MERK 4464, Cum Dev TRIO 15
09 May 2011 Cum Dev INTA 56, Cum Right Issue UNTR 33:4 (15.050), Cum Right INDS 1:5 (1520), Rups PANS, Pertamina Likely To Restart Balikpapan Refinery, Mulai Penawaran IPO Megapolitan Land 240-300
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
11 May 2011 Rups Wahana Ottomitra, TBIG, ACES, Cum Dev TCID 340, Cum Dev EXCL 107, Cum Dev SMCB 23, Cum Dev TRST 20
Inilah Prediksi Analis untuk Sektor Telekomunikasi
http://pasarmodal.inilah.com/read/detail/1475592/inilah-prediksi-analis-untuk-sektor-telekomunikasi
Koreksi Wajar, IHSG Sesi I Turun 33,04 Poin, Asing Net Buy Rp 73 miliar
http://pasarmodal.inilah.com/read/detail/1475612/koreksi-wajar-ihsg-sesi-i-turun-3304-poin
Akumulasi Saham Yang Dekati Support-nya
http://pasarmodal.inilah.com/read/detail/1475532/akumulasi-saham-yang-dekati-support-nya
Saham Blue Chip Dilego, IHSG Jatuh 33 Poin
http://www.detikfinance.com/read/2011/05/03/120547/1631164/6/saham-blue-chip-dilego-ihsg-jatuh-33-poin
Sektor keuangan anjlok, indeks di sesi I tak berkutik
http://investasi.kontan.co.id/v2/read/1304399498/66384/Sektor-keuangan-anjlok-indeks-di-sesi-I-tak-berkutik
Harga Minyak RI Melambung ke US$ 123 Akibat Krisis Timteng
http://www.detikfinance.com/read/2011/05/03/110002/1631080/1034/harga-minyak-ri-melambung-ke-us--123-akibat-krisis-timteng
BUMI estimasi penjualan batubara bisa mencapai 14 juta ton di kuartal I
http://investasi.kontan.co.id/v2/read/1304398509/66381/BUMI-estimasi-penjualan-batubara-bisa-mencapai-14-juta-ton-di-kuartal-I
Indonesia Stocks: Bank Rakyat Indonesia, Mandiri, Indofood CBP
http://www.bloomberg.com/news/2011-05-03/indonesia-stocks-bank-rakyat-indonesia-mandiri-indofood-cbp.html
Bloomberg: Bank Rakyat, Central Asia Drop in Jakarta on Valuation Concerns
(Bloomberg) -- PT Bumi Resources sold an estimated 14 million tons of coal at an average price of more than $80 a ton in the first quarter, Dileep Srivastava, a director at the Indonesian coal producer said in an e-mailed statement today. Sales revenue is expected to “far exceed” the amount in the first quarter of 2010 because of “exponentially higher prices,” Srivastava said. Bumi expects to sell 66 million tons of coal this year, he said.
Suku Bunga Rendah, Saham TRUB Cerah
http://pasarmodal.inilah.com/read/detail/1474742/suku-bunga-rendah-saham-trub-cerah
Asiariver Tetap Beli 20% Saham Duta Graha
http://www.investor.co.id/marketandcorporatenews/asiariver-tetap-beli-20-saham-duta-graha/11077
Anak usaha ASII dapat pinjaman US$ 341 juta
http://investasi.kontan.co.id/v2/read/1304393397/66369/Anak-usaha-ASII-dapat-pinjaman-US-341-juta
Macquarie pangkas rekomendasi saham ICBP
http://investasi.kontan.co.id/v2/read/1304393636/66371/Macquarie-pangkas-rekomendasi-saham-ICBP
Pendapatan naik, laba bersih WIKA ikut terdongkrak 33,7% di kuartal I
http://investasi.kontan.co.id/v2/read/1304393286/66368/Pendapatan-naik-laba-bersih-WIKA-ikut-terdongkrak-337-di-kuartal-I
Bank Mutiara raih laba Rp40,23 miliar
http://www.bisnis.com/finansial/perbankan/22328-bank-mutiara-raih-laba-rp4023-miliar
BLOOMBERG: INDOFOOD CBP CUT TO `NEUTRAL' FROM `OUTPERFORM' AT MACQUARIE
CPIN first quarter net profit IDR653 billion; FY net profit could hit IDR3.2 tln up 45% from IDR2.2 trillion at the end of 2010. 12-month target is at IDR2400
Telkom Incar Pendapatan Music Digital Rp1,5 Triliun
http://www.investor.co.id/home/telkom-incar-pendapatan-music-digital-rp15-triliun/11056
Northstar Beli WINS di Rp 415
Northstar Pacific disebut-sebut pelaku aasar akan membeli 8% saham PT Wintermar Offshore Marine Tbk (WINS) pada harga Rp 415. Northstar diberitakan telah menunjuk JP Morgan sebagai perwakilan. Diterapkannya asas cabotage menjadi salah satu alasan Northstar masuk WINS. Selain itu, WINS dikabarkan akan membagi dividen Rp 15 per saham pada Mei mendatang.
PT Asia Pacific Fibers Tbk (POLY) dan anak usahanya membukukan pertumbuhan laba bersih sebesar 80% di kuartal pertama tahun ini. Selama tiga bulan pertama 2011, perseroan mengantongi laba bersih senilai Rp 410,708 miliar, dibanding periode yang sama tahun sebelumnya senilai Rp 227,232 miliar.Kinerja laba yang positif ditopang pendapatan usaha yang mencapai Rp 1,5 triliun, atau naik 46% dari triwulan pertama tahun lalu yang senilai Rp 1,028 triliun.
BUMI EXPECTS 2012 COAL SALES VOLUME TO HIT 80 METRIC MILLION TONS VS 66 MILLION METRIC TONS TARGETED IN 2011.
WOMF: P/E RATIO 5.2X 2011 EARNINGS VS MFIN 6.1x
WATCH ASGR...IT MAY HAVE BECOME A TARGET OF TAKE OVER AS ASTRA INTERNATIONAL (PARENT COMPANY) PLANS TO STREAMLINE BUSINESS AND FOCUES ON CORE. CHINA, EUROPE AND HONG KONG COMPANIES ARE BIDDING ASGR AT 30% PREMIUM TO THE CURRENT MARKET PRICE. (DISC ON)
Sector Update – Property – Boon from population boom
We continue to believe the market has under-appreciated the growth and profit outlook of Indonesian property developers. Inflation concerns have been exaggerated, in our view, with the market overlooking the facts that: 1) properties are dearly held as inflation hedges in Indonesia and periods of high inflation normally coincide with bigger price increases; and 2) rising income and the middle class render property demand less sensitive to inflation. The country's demographics and 2008 changes in the tax code are two structural changes that could propel profits to new highs, we believe. Above-market earnings growth and potential RNAV upgrades should provide sector catalysts. Our top picks are Alam Sutera and Ciputra Dev. A laggard that could be poised for re-rating is BSD, with catalysts from accelerated returns. (CIMB)
Outlook
Distribution volume outlook remains tepid in 2011E as there is no definite date when PGAS will receive back its allocated gas currently shifted for oil-shifting purposes. The ramp up in Jambi Merang gas production has been below expectation as well. The volume outlook is considerably better for 2012E as management revealed that PGAS has appointed a contractor for its FSRU West Java project and expects the project to be completed in 2012E, as previously expected. We maintain our Buy rating on the stock as we think the tepid earnings growth for 2011E has been factored in the share price. We expect earnings growth to resume in 2012E post the commissioning of PGAS' FSRU project. (Citigroup).
Indonesia Inflation Slows, Providing Room to Hold Benchmark Interest Rate
http://www.bloomberg.com/news/2011-05-02/indonesia-inflation-slows-providing-room-to-hold-benchmark-interest-rate.html
Rally May Run Out Of Steam For Indonesia Stocks
http://news.ino.com/headlines/?newsid=50220111642
Bloomberg: Bank Danamon PT Raised to 7,000 Rupiah vs 6,300 at Credit Suisse.
Bloomberg: Bank Mandiri PT Raised to 8,950 Rupiah vs 8,400 at Credit Suisse
Total Bangun to Pay 14.67 Rupiah a Share as Dividend, Daily Says
Gozco’s First-Quarter Net Income at 45.3 Tln Rupiah, Kontan Says
Jasa Marga to Invite Contractors for Its Projects, Bisnis Says
Bloomberg: Asian Stocks Drop as Raw Material Producers Slip, ANZ Bank Falls
Rupiah Declines on Speculation Policy Makers Will Check Gains
UNTR akuisisi dua tambang senilai Rp 2,73 triliun
http://investasi.kontan.co.id/v2/read/1304379484/66346/UNTR-akuisisi-dua-tambang-senilai-Rp-273-triliun
MLPL Diakuisisi Asing, Target Rp 500
http://pasarmodal.inilah.com/read/detail/1474562/mlpl-diakuisisi-asing-target-rp-500
Global Mediacom Raup Laba Bersih Rp282 Miliar
http://pasarmodal.inilah.com/read/detail/1473692/global-mediacom-raup-laba-bersih-rp282-miliar
Bhakti Investama Cetak Laba Bersih Rp342,95 Miliar
http://pasarmodal.inilah.com/read/detail/1473712/bhakti-investama-cetak-laba-bersih-rp34295-miliar
TBIG Raup Laba Sebelum EBITDA Rp166,7 M
http://pasarmodal.inilah.com/read/detail/1474212/tbig-raup-laba-sebelum-ebitda-rp1667-m
Kimia Farma akan Akuisisi Saham SDPC
http://pasarmodal.inilah.com/read/detail/1474692/kimia-farma-akan-akuisisi-saham-sdpc
Inilah Rekomendasi Saham Selasa (3/5)
http://pasarmodal.inilah.com/read/detail/1473002/inilah-rekomendasi-saham-selasa-35
Rekomendasi: Saham apa yang menarik hari ini?
http://www.bisnis.com/market/saham/22300-rekomendasi-saham-apa-yang-menarik-hari-ini
Kekuatan IHSG Mulai Pudar
http://www.detikfinance.com/read/2011/05/03/074740/1630940/6/kekuatan-ihsg-mulai-pudar
Tuesday, May 3, 2011
Rekomendasi Saham: DEWA
DEWA: chart menunjukkan momentum bullish dengan pola rising wedge dalam bullish broadening, menunjukkan signal peak hari ini di kisaran 92-94 pada hari ini, di tengah kondisi overbought intraday, meski target technical masih di 102 jangka pendek, selama bertahan diatas support 84.
Monday, May 2, 2011
Laporan & Rumor Saham Indonesia 02-05 (Refresh)
Sektor CPO Angkat IHSG Capai Rekor Baru
http://pasarmodal.inilah.com/read/detail/1472782/sektor-cpo-angkat-ihsg-capai-rekor-baru
Ngebut 29 Poin, IHSG Raih Rekor Baru di 3.849
http://www.detikfinance.com/read/2011/05/02/160718/1630602/6/ngebut-29-poin-ihsg-raih-rekor-baru-di-3849?f9911013
Laba bersih melonjak 89%, saham BMRI tembus rekor baru
http://investasi.kontan.co.id/v2/read/1304307554/66238/Laba-bersih-melonjak-89-saham-BMRI-tembus-rekor-baru
Meski laba melesat 537,88%, Bank Agroniaga tak bagi dividen
http://keuangan.kontan.co.id/v2/read/1304327509/66310/Meski-laba-melesat-53788-Bank-Agroniaga-tak-bagi-dividen
Laba Bersih Lippo Cikarang Melonjak 84,85%
http://economy.okezone.com/read/2011/05/01/278/451979/laba-bersih-lippo-cikarang-melonjak-84-85
Laba Bersih ELTY Menjadi Rp62,9 M di Q1-2011
http://pasarmodal.inilah.com/read/detail/1471592/laba-bersih-elty-menjadi-rp629-m-di-q1-2011
Penjualan tak tumbuh signifikan, laba bersih MRAT hanya naik 4,5% di kuartal I
http://investasi.kontan.co.id/v2/read/1304324872/66301/Penjualan-tumbuh-tipis-laba-bersih-MRAT-hanya-naik-45-di-kuartal-I
Indocement Cetak Laba Bersih Rp867,52 M di Q1-2011
http://pasarmodal.inilah.com/read/detail/1472602/indocement-cetak-laba-bersih-rp86752-m-di-q1-2011
Pendapatan Naik, TMAS Nikmati Laba Rp19,6 M
http://investasi.kontan.co.id/v2/read/1304324872/66301/Penjualan-tumbuh-tipis-laba-bersih-MRAT-hanya-naik-45-di-kuartal-I
Beban melonjak, laba bersih GDYR tergerus 43% di kuartal I
http://investasi.kontan.co.id/v2/read/1304252327/66202/Beban-melonjak-laba-bersih-GDY-tergerus-43-di-kuartal-I
Akhir Maret 2011, laba bersih ABBA melonjak 128%
http://investasi.kontan.co.id/v2/read/1304247851/66197/Akhir-Maret-2011-laba-bersih-ABBA-melonjak-128-
Harga batubara naik 16,3%, kinerja ADRO terselamatkan di kuartal I
http://investasi.kontan.co.id/v2/read/1304239642/66190/Harga-batubara-naik-163-kinerja-ADRO-terselamatkan-di-kuartal-I
Penjualan naik, laba bersih ROTI tumbuh 39,7% di kuartal I
http://investasi.kontan.co.id/v2/read/1304239205/66189/Penjualan-naik-laba-bersih-ROTI-tumbuh-397-di-kuartal-I
Tertopang laba perusahaan asosiasi, laba bersih GZCO naik 82% di kuartal I
http://investasi.kontan.co.id/v2/read/1304234300/66184/Tertopang-laba-perusahaan-asosiasi-laba-bersih-GZCO-naik-82-di-kuartal-I
Bank Bukopin Cetak Laba Rp 155,75 Miliar
http://www.detikfinance.com/read/2011/05/01/131010/1629613/5/bank-bukopin-cetak-laba-rp-15575-miliar
Wijaya Karya Cetak Laba Rp 92 Miliar, Naik 45%
http://www.detikfinance.com/read/2011/04/30/114051/1629176/6/wijaya-karya-cetak-laba-rp-92-miliar-naik-45
Lippo Karawaci Raup Laba Rp 136 Miliar
http://www.detikfinance.com/read/2011/04/30/151039/1629292/6/lippo-karawaci-raup-laba-rp-136-miliar
Laba Telkom Naik Tipis Menjadi Rp 3,82 Triliun
http://www.detikfinance.com/read/2011/04/30/101529/1629144/6/laba-telkom-naik-tipis-menjadi-rp-382-triliun
UNTR akan bagi dividen senilai Rp 270 per saham
http://investasi.kontan.co.id/v2/read/1304328995/66314/UNTR-akan-bagi-dividen-senilai-Rp-270-per-saham
Laba Bersih RAJA Naik Jadi Rp17,8 Miliar
http://pasarmodal.inilah.com/read/detail/1467922/laba-bersih-raja-naik-jadi-rp178-miliar
Pendapatan dan Kurs Ikut Naikan Laba TBLA
http://pasarmodal.inilah.com/read/detail/1467452/pendapatan-dan-kurs-ikut-naikan-laba-tbla
Kuartal I Akhirnya DEWA Raih Laba Rp7,7 Miliar
http://pasarmodal.inilah.com/read/detail/1468132/kuartal-i-akhirnya-dewa-raih-laba-rp77-miliar
BMTR akan buyback 5% saham publik
http://investasi.kontan.co.id/v2/read/1304297400/66214/BMTR-akan-buyback-5-saham-publik
GIAA gunakan laba bersih 2010 untuk kurangi saldo rugi akumulatif
http://investasi.kontan.co.id/v2/read/1304156076/66175/GIAA-gunakan-laba-bersih-2010-untuk-kurangi-saldo-rugi-akumulatif
RX downgrade ICBP menjadi Rp 5.700 dari Rp 6.000
DJ Indonesia April Core Inflation 4.62% On Year Vs 4.45% In March
April CPI -0.31% On Month; Mkt Expected -0.15%, April CPI +6.16% On Year; Mkt Expected +6.32%, April Core Inflation 4.62% On Year Vs 4.45% In March, April CPI -0.31% On Month; Mkt Expected -0.15%, April CPI +6.16% On Year; Mkt Expected +6.32%
Bapepam Will Soon Give Effective Approval To Siam Cement To Buy Keramika Industri Asosiasi; Asks Siam To Make Tender Offer Of Shares In Kias It Doesn't Have.
Bloomberg: Marubeni, Adaro Bid on $3.2 Billion Power Project, Listrik Says
Bloomberg: Mitsui Sumitomo to Invest 7 Trillion Rupiah in Sinar Mas
Hingga Juni 2011, harga batubara kemungkinan akan tertahan di US$ 126 per ton
http://investasi.kontan.co.id/v2/read/1304309207/66245/Hingga-Juni-2011-harga-batubara-kemungkinan-akan-tertahan-di-US-126-per-ton
Osama Tewas Bakal Dukung Penguatan Saham Eropa
http://pasarmodal.inilah.com/read/detail/1471742/osama-tewas-bakal-dukung-penguatan-saham-eropa
April Deflasi, IHSG Sesi I Ditutup Naik 18,7 Poin
http://pasarmodal.inilah.com/read/detail/1471542/april-deflasi-ihsg-sesi-i-ditutup-naik-187-poin
Harga Saham Perdana Jaya Agra Wattie Rp480-670
http://pasarmodal.inilah.com/read/detail/1472392/harga-saham-perdana-jaya-agra-wattie-rp480-670
Konfirmasi Mitsui Sumitomo membuat saham SMMA meroket kencang
http://investasi.kontan.co.id/v2/read/1304321144/66287/Konfirmasi-Mitsui-Sumitomo-buat-saham-SMMA-meroket-ke-level-tertinggi-12-tahun
Dikabarkan ekspansi pabrik, saham AALI melesat tajam
http://investasi.kontan.co.id/v2/read/1304312482/66264/Dikabarkan-ekspansi-pabrik-saham-AALI-melesat-tajam
United Tractors Shareholders Ok IDR465.6/Share Dividend
02 May 2011 Rups Inds, UNTR (United Tractors Shareholders Ok IDR465.6/Share Dividend), AGRO, Pengumuman Data Inflasi, Cum Dev INCO $0.0146
JAKARTA. Rapat Umum Pemegang Saham PT Bank Agroniaga Tbk (AGRO) memutuskan tidak membagikan dividen pada tahun ini. Dari laba bersih AGRO sebesar Rp 14,027 miliar, seluruhnya kembali mengalir ke kocek mereka. "Tahun ini kami tidak bagi dividen karena masih rugi secara kumulatif," kata Direktur Utama Bank Agro Kemas M. Arief, usai RUPS di Jakarta, Senin(2/5). Pada 2010 Bank Agro mencatatkan kenaikan laba hingga 537,88% dari Rp 2,199 miliar pada 2009. Laba ini bersumber dari pendapatan bunga bersih dari Rp 124,069 miliar pada Desember 2009 menjadi Rp 163,216 miliar pada akhir 2010. [ Bernadette Christina Munthe ]
TBLA VS BWPT VS GZCO: TBLA P/E RATIO 8X 2011; BWPT: 17X; GZCO: 10X
TBLA VS BWPT VS GZCO: TBLA ASSETS:3.65 TLN; BWPT: 2.45 TLN; GZCO: 2.1X
TBLA VS BWPT VS GZCO: TBLA: DIVIDEND ESTIMATES IDR18/SHARE; BWPT: 20/SHARE; GZCO 16/SHARE
TBLA VS BWPT VS GZCO: TBLA 2010 SALES IDR2.95 TLN; BWPT: IDR172 BLN; GZCO: 454.52 BLN
Bloomberg: Marubeni, Adaro Bid on $3.2 Billion Power Project, Listrik Says
Bloomberg: Astra Agro Advances Most in 11 Weeks After Report on New Plants
DJ Indonesia April Core Inflation 4.62% On Year Vs 4.45% In March
Indonesia April CPI -0.31% On Month; Mkt Expected -0.15%
Indonesia April CPI +6.16% On Year; Mkt Expected +6.32%
Indonesia April Core Inflation 4.62% On Year Vs 4.45% In March
Indonesia April CPI -0.31% On Month; Mkt Expected -0.15%
Indonesia April CPI +6.16% On Year; Mkt Expected +6.32%
BLOOMBERG: PANIN BANK PRICE EST. CUT TO 965 RUPIAH AT CREDIT SUISSE
BLOOMBERG: XL AXIATA PRICE EST. CUT TO 6,800 RUPIAH AT NOMURA
MACQUARIE RESEARCH
Monday, 02 May, 2011
Indofood CBP - Time to take profits
ICBP has reported a 1Q11A adjusted NPAT of Rp453bn, which was up 14.4% YoY, but only against a relatively easy comp, and was materially (14.7%) below our Rp531bn forecast. The result was also largely flat QoQ (Rp452bn) against a seasonally-weak quarter. Key variances from our forecast were a combination of slightly weaker noodle margins, volumes, and ASPs relative to our expectations (ICBP's noodle division comprised 85% of 1Q11A earnings). As a result, we have lowered our FY11E EPS estimates by 5.5%, reduced our valuation by 5.5% from Rp5,500 to Rp5,200, and also cut our price target to Rp5,700 (from Rp6,000).
ICBP di downgrade sama RX ke 5700 dr 6000
Nnick cashmore from CLSA bilang di cnbc kalo market indonesia masih menarik terutama saham perbankan karena menguatnya rupiah dan stabilnya inflasi
AALI to distribute IDR640/share final dividend
Astra Agro Lestari (AALI-HOLD-IDR23,150-TP:IDR25,000) will distribute final dividend of IDR640/share or 2.8% dividend yield at 9 June 2011. Previously, the company had distributed interim dividend of IDR190/share at 12 November 2010. Total dividend distributed is IDR1.3t which translates to IDR830/share or 65% dividend payout from the company's 2010 net profit of IDR 2.1t. (Investor Daily)
JAKARTA. Pagi ini, saham PT Elang Mahkota Teknologi melaju kencang. Pada pukul 10.01, saham EMTK melonjak 2,50% menjadi Rp 1.640. Aksi beli investor atas saham ini terkait dengan aksi korporasi perusahaan. EMTK berencana membeli sekitar 1,47 miliar saham PT Indosiar Karya Media (IDKM) dari publik melalui tender offer. Adapun harga sahamnya berkisar antara Rp 900 hingga Rp 1.040. [ Barratut Taqiyyah ]
RUMORS: RAJAWALI GROUP PLANS TO BUYA A MJORITY STAKE IN PLANTATION COMPANY TUNAS BARU LAMPUNG (TBLA) IN EFFORTS TO DIVERSIFY ITS INVESTMENT STRATEGY. OM PLATTER, TBLA IS TRADING AT A P/E RATIO OF ONLY 6X 2011 AND PBV 1.9x VS INDUSTRIAL AVERAGE OF 16X AND PBV AVERAGE OF 2.8; TBLA FAIR VALUE FOR ACQUISITION MAY BE AT IDR780.
Grup Sinarmas dikabarkan berminat membeli sebagian porsi kepemilikan saham PT Pudjiadi Prestige Tbk (PUDP). Grup Sinarman berniat mengembangkan bisnis properti lewat akuisisi ini.
Adaro Energy Still challenging, but normalizing - by Erindra Krisnawan (ADRO IJ / ADRO.JK, NEUTRAL - Maintained, Rp2,200- Tgt. Rp2,600, Coal Mining) 1Q11 performance improved from its low in 4Q10 (which was affected by poor weather). Core earnings grew a strong 98% qoq to US$110m, just in line with our expectation at 20% of our FY11 estimate and consensus; we are expecting stronger earnings from the other quarters. While ADRO has underperformed the market and coal peers YTD, it is still the most expensive coal stock in the sector, at 14.8x 2011 P/E (vs. sector average of 13x). Despite improving earnings, the results suggest no real upside to earnings. We thus maintain our earnings estimates and price target of Rp2,600 (NAV-based).
Bank Bukopin Strong earnings - by Mulya Chandra CFA (BBKP IJ / BBKP.JK, OUTPERFORM - Maintained, Rp720- Tgt. Rp1,200, Banks) 1Q11 net profit surged 38% yoy, ahead of our expectation at 26% of our FY11 forecasts, on stronger-than-expected loan growth and improving costs. Average yields improved to 10.3% from 10.1% as the bank shifted its focus to higher-yielding loans, following a sharp drop in Bulog cheap-rice loans in its portfolio. Loans, excluding Bulog cheap-rice loans, surged 38% yoy. More contributions are expected from its new business from Taspen, and the finalisation of the subsidised mortgage programme as well as liaison with Jamsostek. We upgrade our FY11-13 EPS estimates by 7-8%, on improving yield and cost-ratio assumptions.
Summarecon Agung Outreach has begun - by Lydia Toisuta (SMRA IJ / SMRA.JK, NEUTRAL - Maintained, Rp1,260 - Tgt. Rp1,350, Property Dev & Invt) 1Q11 core profit of Rp58bn met our forecast and consensus, at 16% of our FY11 forecast (assuming 18% seasonality for 1Q). However, we have to cut our EPS estimates by 9% for FY11 and 1% for FY12-13 to adjust for higher operating expenses (too conservative previously), partially offset by higher margin estimates for its rental segment. We raise our DCF-based target price to Rp1,350 (WACC 12%) from Rp1,200 on the back of higher margins for rentals. Our new target price implies a 25% discount to RNAV. While the company promises high profitability, investors have factored this in, we believe, going by its recent premium.
http://pasarmodal.inilah.com/read/detail/1472782/sektor-cpo-angkat-ihsg-capai-rekor-baru
Ngebut 29 Poin, IHSG Raih Rekor Baru di 3.849
http://www.detikfinance.com/read/2011/05/02/160718/1630602/6/ngebut-29-poin-ihsg-raih-rekor-baru-di-3849?f9911013
Laba bersih melonjak 89%, saham BMRI tembus rekor baru
http://investasi.kontan.co.id/v2/read/1304307554/66238/Laba-bersih-melonjak-89-saham-BMRI-tembus-rekor-baru
Meski laba melesat 537,88%, Bank Agroniaga tak bagi dividen
http://keuangan.kontan.co.id/v2/read/1304327509/66310/Meski-laba-melesat-53788-Bank-Agroniaga-tak-bagi-dividen
Laba Bersih Lippo Cikarang Melonjak 84,85%
http://economy.okezone.com/read/2011/05/01/278/451979/laba-bersih-lippo-cikarang-melonjak-84-85
Laba Bersih ELTY Menjadi Rp62,9 M di Q1-2011
http://pasarmodal.inilah.com/read/detail/1471592/laba-bersih-elty-menjadi-rp629-m-di-q1-2011
Penjualan tak tumbuh signifikan, laba bersih MRAT hanya naik 4,5% di kuartal I
http://investasi.kontan.co.id/v2/read/1304324872/66301/Penjualan-tumbuh-tipis-laba-bersih-MRAT-hanya-naik-45-di-kuartal-I
Indocement Cetak Laba Bersih Rp867,52 M di Q1-2011
http://pasarmodal.inilah.com/read/detail/1472602/indocement-cetak-laba-bersih-rp86752-m-di-q1-2011
Pendapatan Naik, TMAS Nikmati Laba Rp19,6 M
http://investasi.kontan.co.id/v2/read/1304324872/66301/Penjualan-tumbuh-tipis-laba-bersih-MRAT-hanya-naik-45-di-kuartal-I
Beban melonjak, laba bersih GDYR tergerus 43% di kuartal I
http://investasi.kontan.co.id/v2/read/1304252327/66202/Beban-melonjak-laba-bersih-GDY-tergerus-43-di-kuartal-I
Akhir Maret 2011, laba bersih ABBA melonjak 128%
http://investasi.kontan.co.id/v2/read/1304247851/66197/Akhir-Maret-2011-laba-bersih-ABBA-melonjak-128-
Harga batubara naik 16,3%, kinerja ADRO terselamatkan di kuartal I
http://investasi.kontan.co.id/v2/read/1304239642/66190/Harga-batubara-naik-163-kinerja-ADRO-terselamatkan-di-kuartal-I
Penjualan naik, laba bersih ROTI tumbuh 39,7% di kuartal I
http://investasi.kontan.co.id/v2/read/1304239205/66189/Penjualan-naik-laba-bersih-ROTI-tumbuh-397-di-kuartal-I
Tertopang laba perusahaan asosiasi, laba bersih GZCO naik 82% di kuartal I
http://investasi.kontan.co.id/v2/read/1304234300/66184/Tertopang-laba-perusahaan-asosiasi-laba-bersih-GZCO-naik-82-di-kuartal-I
Bank Bukopin Cetak Laba Rp 155,75 Miliar
http://www.detikfinance.com/read/2011/05/01/131010/1629613/5/bank-bukopin-cetak-laba-rp-15575-miliar
Wijaya Karya Cetak Laba Rp 92 Miliar, Naik 45%
http://www.detikfinance.com/read/2011/04/30/114051/1629176/6/wijaya-karya-cetak-laba-rp-92-miliar-naik-45
Lippo Karawaci Raup Laba Rp 136 Miliar
http://www.detikfinance.com/read/2011/04/30/151039/1629292/6/lippo-karawaci-raup-laba-rp-136-miliar
Laba Telkom Naik Tipis Menjadi Rp 3,82 Triliun
http://www.detikfinance.com/read/2011/04/30/101529/1629144/6/laba-telkom-naik-tipis-menjadi-rp-382-triliun
UNTR akan bagi dividen senilai Rp 270 per saham
http://investasi.kontan.co.id/v2/read/1304328995/66314/UNTR-akan-bagi-dividen-senilai-Rp-270-per-saham
Laba Bersih RAJA Naik Jadi Rp17,8 Miliar
http://pasarmodal.inilah.com/read/detail/1467922/laba-bersih-raja-naik-jadi-rp178-miliar
Pendapatan dan Kurs Ikut Naikan Laba TBLA
http://pasarmodal.inilah.com/read/detail/1467452/pendapatan-dan-kurs-ikut-naikan-laba-tbla
Kuartal I Akhirnya DEWA Raih Laba Rp7,7 Miliar
http://pasarmodal.inilah.com/read/detail/1468132/kuartal-i-akhirnya-dewa-raih-laba-rp77-miliar
BMTR akan buyback 5% saham publik
http://investasi.kontan.co.id/v2/read/1304297400/66214/BMTR-akan-buyback-5-saham-publik
GIAA gunakan laba bersih 2010 untuk kurangi saldo rugi akumulatif
http://investasi.kontan.co.id/v2/read/1304156076/66175/GIAA-gunakan-laba-bersih-2010-untuk-kurangi-saldo-rugi-akumulatif
RX downgrade ICBP menjadi Rp 5.700 dari Rp 6.000
DJ Indonesia April Core Inflation 4.62% On Year Vs 4.45% In March
April CPI -0.31% On Month; Mkt Expected -0.15%, April CPI +6.16% On Year; Mkt Expected +6.32%, April Core Inflation 4.62% On Year Vs 4.45% In March, April CPI -0.31% On Month; Mkt Expected -0.15%, April CPI +6.16% On Year; Mkt Expected +6.32%
Bapepam Will Soon Give Effective Approval To Siam Cement To Buy Keramika Industri Asosiasi; Asks Siam To Make Tender Offer Of Shares In Kias It Doesn't Have.
Bloomberg: Marubeni, Adaro Bid on $3.2 Billion Power Project, Listrik Says
Bloomberg: Mitsui Sumitomo to Invest 7 Trillion Rupiah in Sinar Mas
Hingga Juni 2011, harga batubara kemungkinan akan tertahan di US$ 126 per ton
http://investasi.kontan.co.id/v2/read/1304309207/66245/Hingga-Juni-2011-harga-batubara-kemungkinan-akan-tertahan-di-US-126-per-ton
Osama Tewas Bakal Dukung Penguatan Saham Eropa
http://pasarmodal.inilah.com/read/detail/1471742/osama-tewas-bakal-dukung-penguatan-saham-eropa
April Deflasi, IHSG Sesi I Ditutup Naik 18,7 Poin
http://pasarmodal.inilah.com/read/detail/1471542/april-deflasi-ihsg-sesi-i-ditutup-naik-187-poin
Harga Saham Perdana Jaya Agra Wattie Rp480-670
http://pasarmodal.inilah.com/read/detail/1472392/harga-saham-perdana-jaya-agra-wattie-rp480-670
Konfirmasi Mitsui Sumitomo membuat saham SMMA meroket kencang
http://investasi.kontan.co.id/v2/read/1304321144/66287/Konfirmasi-Mitsui-Sumitomo-buat-saham-SMMA-meroket-ke-level-tertinggi-12-tahun
Dikabarkan ekspansi pabrik, saham AALI melesat tajam
http://investasi.kontan.co.id/v2/read/1304312482/66264/Dikabarkan-ekspansi-pabrik-saham-AALI-melesat-tajam
United Tractors Shareholders Ok IDR465.6/Share Dividend
02 May 2011 Rups Inds, UNTR (United Tractors Shareholders Ok IDR465.6/Share Dividend), AGRO, Pengumuman Data Inflasi, Cum Dev INCO $0.0146
JAKARTA. Rapat Umum Pemegang Saham PT Bank Agroniaga Tbk (AGRO) memutuskan tidak membagikan dividen pada tahun ini. Dari laba bersih AGRO sebesar Rp 14,027 miliar, seluruhnya kembali mengalir ke kocek mereka. "Tahun ini kami tidak bagi dividen karena masih rugi secara kumulatif," kata Direktur Utama Bank Agro Kemas M. Arief, usai RUPS di Jakarta, Senin(2/5). Pada 2010 Bank Agro mencatatkan kenaikan laba hingga 537,88% dari Rp 2,199 miliar pada 2009. Laba ini bersumber dari pendapatan bunga bersih dari Rp 124,069 miliar pada Desember 2009 menjadi Rp 163,216 miliar pada akhir 2010. [ Bernadette Christina Munthe ]
TBLA VS BWPT VS GZCO: TBLA P/E RATIO 8X 2011; BWPT: 17X; GZCO: 10X
TBLA VS BWPT VS GZCO: TBLA ASSETS:3.65 TLN; BWPT: 2.45 TLN; GZCO: 2.1X
TBLA VS BWPT VS GZCO: TBLA: DIVIDEND ESTIMATES IDR18/SHARE; BWPT: 20/SHARE; GZCO 16/SHARE
TBLA VS BWPT VS GZCO: TBLA 2010 SALES IDR2.95 TLN; BWPT: IDR172 BLN; GZCO: 454.52 BLN
Bloomberg: Marubeni, Adaro Bid on $3.2 Billion Power Project, Listrik Says
Bloomberg: Astra Agro Advances Most in 11 Weeks After Report on New Plants
DJ Indonesia April Core Inflation 4.62% On Year Vs 4.45% In March
Indonesia April CPI -0.31% On Month; Mkt Expected -0.15%
Indonesia April CPI +6.16% On Year; Mkt Expected +6.32%
Indonesia April Core Inflation 4.62% On Year Vs 4.45% In March
Indonesia April CPI -0.31% On Month; Mkt Expected -0.15%
Indonesia April CPI +6.16% On Year; Mkt Expected +6.32%
BLOOMBERG: PANIN BANK PRICE EST. CUT TO 965 RUPIAH AT CREDIT SUISSE
BLOOMBERG: XL AXIATA PRICE EST. CUT TO 6,800 RUPIAH AT NOMURA
MACQUARIE RESEARCH
Monday, 02 May, 2011
Indofood CBP - Time to take profits
ICBP has reported a 1Q11A adjusted NPAT of Rp453bn, which was up 14.4% YoY, but only against a relatively easy comp, and was materially (14.7%) below our Rp531bn forecast. The result was also largely flat QoQ (Rp452bn) against a seasonally-weak quarter. Key variances from our forecast were a combination of slightly weaker noodle margins, volumes, and ASPs relative to our expectations (ICBP's noodle division comprised 85% of 1Q11A earnings). As a result, we have lowered our FY11E EPS estimates by 5.5%, reduced our valuation by 5.5% from Rp5,500 to Rp5,200, and also cut our price target to Rp5,700 (from Rp6,000).
ICBP di downgrade sama RX ke 5700 dr 6000
Nnick cashmore from CLSA bilang di cnbc kalo market indonesia masih menarik terutama saham perbankan karena menguatnya rupiah dan stabilnya inflasi
AALI to distribute IDR640/share final dividend
Astra Agro Lestari (AALI-HOLD-IDR23,150-TP:IDR25,000) will distribute final dividend of IDR640/share or 2.8% dividend yield at 9 June 2011. Previously, the company had distributed interim dividend of IDR190/share at 12 November 2010. Total dividend distributed is IDR1.3t which translates to IDR830/share or 65% dividend payout from the company's 2010 net profit of IDR 2.1t. (Investor Daily)
JAKARTA. Pagi ini, saham PT Elang Mahkota Teknologi melaju kencang. Pada pukul 10.01, saham EMTK melonjak 2,50% menjadi Rp 1.640. Aksi beli investor atas saham ini terkait dengan aksi korporasi perusahaan. EMTK berencana membeli sekitar 1,47 miliar saham PT Indosiar Karya Media (IDKM) dari publik melalui tender offer. Adapun harga sahamnya berkisar antara Rp 900 hingga Rp 1.040. [ Barratut Taqiyyah ]
RUMORS: RAJAWALI GROUP PLANS TO BUYA A MJORITY STAKE IN PLANTATION COMPANY TUNAS BARU LAMPUNG (TBLA) IN EFFORTS TO DIVERSIFY ITS INVESTMENT STRATEGY. OM PLATTER, TBLA IS TRADING AT A P/E RATIO OF ONLY 6X 2011 AND PBV 1.9x VS INDUSTRIAL AVERAGE OF 16X AND PBV AVERAGE OF 2.8; TBLA FAIR VALUE FOR ACQUISITION MAY BE AT IDR780.
Grup Sinarmas dikabarkan berminat membeli sebagian porsi kepemilikan saham PT Pudjiadi Prestige Tbk (PUDP). Grup Sinarman berniat mengembangkan bisnis properti lewat akuisisi ini.
Adaro Energy Still challenging, but normalizing - by Erindra Krisnawan (ADRO IJ / ADRO.JK, NEUTRAL - Maintained, Rp2,200- Tgt. Rp2,600, Coal Mining) 1Q11 performance improved from its low in 4Q10 (which was affected by poor weather). Core earnings grew a strong 98% qoq to US$110m, just in line with our expectation at 20% of our FY11 estimate and consensus; we are expecting stronger earnings from the other quarters. While ADRO has underperformed the market and coal peers YTD, it is still the most expensive coal stock in the sector, at 14.8x 2011 P/E (vs. sector average of 13x). Despite improving earnings, the results suggest no real upside to earnings. We thus maintain our earnings estimates and price target of Rp2,600 (NAV-based).
Bank Bukopin Strong earnings - by Mulya Chandra CFA (BBKP IJ / BBKP.JK, OUTPERFORM - Maintained, Rp720- Tgt. Rp1,200, Banks) 1Q11 net profit surged 38% yoy, ahead of our expectation at 26% of our FY11 forecasts, on stronger-than-expected loan growth and improving costs. Average yields improved to 10.3% from 10.1% as the bank shifted its focus to higher-yielding loans, following a sharp drop in Bulog cheap-rice loans in its portfolio. Loans, excluding Bulog cheap-rice loans, surged 38% yoy. More contributions are expected from its new business from Taspen, and the finalisation of the subsidised mortgage programme as well as liaison with Jamsostek. We upgrade our FY11-13 EPS estimates by 7-8%, on improving yield and cost-ratio assumptions.
Summarecon Agung Outreach has begun - by Lydia Toisuta (SMRA IJ / SMRA.JK, NEUTRAL - Maintained, Rp1,260 - Tgt. Rp1,350, Property Dev & Invt) 1Q11 core profit of Rp58bn met our forecast and consensus, at 16% of our FY11 forecast (assuming 18% seasonality for 1Q). However, we have to cut our EPS estimates by 9% for FY11 and 1% for FY12-13 to adjust for higher operating expenses (too conservative previously), partially offset by higher margin estimates for its rental segment. We raise our DCF-based target price to Rp1,350 (WACC 12%) from Rp1,200 on the back of higher margins for rentals. Our new target price implies a 25% discount to RNAV. While the company promises high profitability, investors have factored this in, we believe, going by its recent premium.
James Altucher: The Dow’s Going to 20,000 But DON’T Buy Stocks
Among all the regular guests on The Daily Ticker (nee Tech Ticker), few have been as consistently bullish as James Altucher of Formula Capital. (See: "It's Paid to Be Bullish": James Altucher Demands Apology from Mish, Roubini)
Heading into Friday major averages were up 9 of 11 sessions and hovering near the highest levels since Spring 2008. So you might think Altucher would be ready to declare "victory" and turn cautious. Instead, he is upping the ante on his bullish call, predicting the Dow will hit 20,000 and the S&P will eclipse 2000 before the current rally runs its course.
Read More: http://finance.yahoo.com/blogs/daily-ticker/james-altucher-dow-going-20-000-don-t-142821798.html;_ylt=Apnci9EyJuq4SkPNgcTJIyZO7sMF;_ylu=X3oDMTFjbWVhczNzBHBvcwMzBHNlYwNGUERhaWx5VGlja2VyQmxvZwRzbGsDamFtZXNhbHR1Y2hl
Heading into Friday major averages were up 9 of 11 sessions and hovering near the highest levels since Spring 2008. So you might think Altucher would be ready to declare "victory" and turn cautious. Instead, he is upping the ante on his bullish call, predicting the Dow will hit 20,000 and the S&P will eclipse 2000 before the current rally runs its course.
Read More: http://finance.yahoo.com/blogs/daily-ticker/james-altucher-dow-going-20-000-don-t-142821798.html;_ylt=Apnci9EyJuq4SkPNgcTJIyZO7sMF;_ylu=X3oDMTFjbWVhczNzBHBvcwMzBHNlYwNGUERhaWx5VGlja2VyQmxvZwRzbGsDamFtZXNhbHR1Y2hl
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