Tuesday, June 7, 2011

Laporan & Rumor Saham Indonesia 07-06 (Refresh)

 2nd Session on 07.06.11
@3842.95 (+8.75 pts) (+0.22 %) (H:3843.20 ; L: 3815.55)
Value:  3.34 T (NG 580 B )    
Volume: 7.05 B (NG  1.71 B )
(Incl. Crossing LPKR @ 665 ~ IDR 199 B )
Foreign Nett sell:  376 B       
USD/IDR: 8513

6 MOST ACTIVE BY VALUE
BUMI     @3450    (0.00%)
TLKM   @7500    (-1.31%)
UNTR   @23150   (+1.75%)
DEWA   @116   .      (+7.40%)
ASII   .   @59600  (+0.50%)
BBRI   .  @6400    (+0.78%)

6 MOST ACTIVE BY VOLUME
DEWA   .    @116   (+7.40%)
ELTY   .    @165   (+2.48%)
BNBR   .     @79    (+1.28%)
ENRG-W  @73    (+1.38%)
BHIT   .       @255 (+6.25%
ELTY-W  @31    (+3.33%)

6 MARKET DRIVEN BY SECTOR
TRADE.         (+2.56%)
PROPERTY (+1.36%)
MISC-IND.    (+0.523%)
FINANCE (+0.27%)
AGRI.              (-0.42%)
BASIC-IND.  (-0.34%)

SMSM bagi dividen final senilai Rp 43,190 miliar
http://investasi.kontan.co.id/v2/read/1307442422/69574/SMSM-bagi-dividen-final-senilai-Rp-43190-miliar

Bukopin Siapkan Rp100 M Biayai KPR di Tangsel
http://pasarmodal.inilah.com/read/detail/1582162/bukopin-siapkan-rp100-m-biayai-kpr-di-tangsel

Dow Futures Tarik IHSG Berakhir ke Zona Hijau. Net foreign sell sebesar Rp376,53 miliar
http://pasarmodal.inilah.com/read/detail/1581822/dow-futures-tarik-ihsg-berakhir-ke-zona-hijau

IHSG Rebound Tipis 8 Poin di Menit Terakhir 
http://www.detikfinance.com/read/2011/06/07/161011/1655062/6/ihsg-rebound-tipis-8-poin-di-menit-terakhir

Bayan Bagi Dividen Rp80 per Saham
http://pasarmodal.inilah.com/read/detail/1582172/bayan-bagi-dividen-rp80-per-saham

Berencana merger, saham AHAP meroket ke level tertinggi dalam 21 bulan
http://investasi.kontan.co.id/v2/read/1307437727/69558/Berencana-merger-saham-AHAP-meroket-ke-level-tertinggi-dalam-21-bulan

Raih Pinjaman, KIAS Bayar Utang ke Bank Panin
http://pasarmodal.inilah.com/read/detail/1581642/raih-pinjaman-kias-bayar-utang-ke-bank-panin

Analis : Secara teoritis, harga BEKS setelah right issue Rp 133 per saham
http://investasi.kontan.co.id/v2/read/1307435443/69553/Analis-Secara-teoritis-harga-BEKS-setelah-right-issue-Rp-133-per-saham

Tiga analis beri rekomendasi buy, saham GJTL berlari kencang
http://investasi.kontan.co.id/v2/read/1307435895/69554/Tiga-analis-beri-rekomendasi-buy-saham-GJTL-berlari-kencang

KIAS dan dua anak usaha gaet pinjaman dari bank Singapura
http://investasi.kontan.co.id/v2/read/1307436587/69555/KIAS-dan-dua-anak-usaha-gaet-pinjaman-dari-bank-Singapura

Berencana merger, saham AHAP meroket ke level tertinggi dalam 21 bulan
http://investasi.kontan.co.id/v2/read/1307437727/69558/Berencana-merger-saham-AHAP-meroket-ke-level-tertinggi-dalam-21-bulan

Bloomberg: Inco to Shut Nickel Furnace for Five-Month Overhaul in October 

BORN We maintain OUTPERFORM at target price of Rp2,000/share based on 15x 2011E P/E. (CS-Credit Suisse)

BKSL --2010, laba bersih Sentul City naik 25 kali lipat, Salah satu anak usaha grup Bakrie akan merealisasikan pembayaran akuisisi PT Bukit Jonggol Asri pada Oktober 2010 sehingga menjadi mayoritas. Kabar tersebut membuat saham PT Sentul City Tbk (BKSL) akan ditarik ke level Rp200-Rp250 dalam waktu dekat.

MSCI REBALANCING FOR BUMI HAS INCREASED BY 0.9456% OR BUMI MAY RECEIVE SOME MORE INFLOWS OF AROUND $300 MILLION NET BUY IN COMING SESSIONS.

BLOOMBERG: *INDONESIA SELLS 7T RUPIAH OF DEBT IN AUCTION

BTEL Tidak Bagi Dividen 2010
http://pasarmodal.inilah.com/read/detail/1581342/btel-tidak-bagi-dividen-2010

56% Laba Tembaga Mulia untuk dividen
http://www.bisnis.com/market/saham/26264-56-laba-tembaga-mulia-untuk-dividen

Asuransi Harta Aman Gains Most in 21 Months on Expansion Report. Asuransi Harta Aman Plans New Share Sale, Merger: Kontan Link

Rambah batubara, BULL kantongi kontrak US$ 320 juta
http://investasi.kontan.co.id/v2/read/1307428200/69534/Rambah-batubara-BULL-kantongi-kontrak-US-320-juta

Pilih pengembangan usaha, APLN tak bagi dividen
http://investasi.kontan.co.id/v2/read/1307424625/69524/Pilih-pengembangan-usaha-APLN-tak-bagi-dividen

China Holdings Ltd. has expressed interst to invest in Indonesia. The company will have a series of investment discussions with Bakrieland Development (ELTY) and Ciputra Group. (disclaimer is on)

Hot RUMORS : Goldman Sachs Upgrade ANTM

PT ANEKA Tambang Tbk (ANTM) telah membeli perusahaan tambang batubara Sarolangun di Jambi senilai Rp 92,5 miliar. Hasil produksi akan dipasok ke pembangkit listrik di Sulawesi dan proyek kimia alumina di pabrik Tayan. Sejalan dengan itu, Goldman Sachs menaikkan target harga ANTM menjadi Rp 2.650.

*DJ Indika Energy Target Cut To IDR4,025 Vs IDR4,140 By BoA-ML
*DJ Indika Energy Cut To Neutral From Buy By BoA-Merrill Lynch

1st session on JCI 07.06.11
@ 3,821.391 (-12.810pts) (-0.334%)
H: 3,832.321 ; L: 3,815.552
Value: 1.81 T (NG 218 B )
Volume: 3.63 B (NG 873 M )
Foreign Nett Sell: 133 B

5 most active stocks by value:
BUMI @ 3,425 (-0.72%)
TLKM @ 7,450 (-1.97%)
DEWA @ 116 (+7.41%)
UNTR @ 23,050 (+1.32%)
BBRI  @ 6,350 (0.00%)

5 most active stocks by volume:
DEWA @ 116 (+7.41%)
BNBR @ 78 (0.00%)
ENRG @ 210 (0.00%)
ELTY @ 163 (+1.24%)
BHIT @ 240 (0.00%)

5 most up:
AHAP @ 200 (+25.00%)
PTSP @ 580 (+16.00%)
ACES @ 2,800 (+7.69%)
SMDM @ 157 (+7.53%)
DEWA @ 116 (+7.41%)

5 most down:
SIAP @ 91 (-8.08%)
PUDP @ 500 (-7.41%)
PJAA @ 800 (-6.98%)
MEGA @ 3,425 (-5.98%)
FISH @ 1,950 (-3.70%)

5 Leading Movers:
BYAN @ 19,050 (+1.96%)
UNTR @ 23,050 (+1.32%)
BRMS @ 740 (+1.20%)
BBNI @ 3,800 (+0.54%)
GJTL @ 2,950 (+0.41%)

5 Lagging Movers:
TLKM @ 7,450 (-3.56%)
BBCA @ 7,050 (-2.87%)
ADRO @ 2,425 (-1.88%)
SMGR @ 9,350 (-1.40%)
MEGA @ 3,425 (-1.39%)

Rgds,
Nadya Isnaeni Data administrator Research Dept BNI Securities

Source: Valbury Securities Research Daily 07-06

07 Juni 2011 Rups Tembaga Mulia Semanan, BYAN, Jaya Kontruksi Manggala, WINS, APLN, BTEL, Cum Dev SMDR 160, Cum Dev TRAM

08 Juni 2011 Rups MBAI, JPFA, KREN, SMRA, Smar,Renuka Colindo, MRAT, Pembangunan Jaya ANcol, JRPT, INDY, ARGO, Maskapai Reasurance, ASBI  Cum Dev PANS 80

09 Juni 2011 RDG BI Rate, Rups Asbi, Davo, Rmba, HD Capital,  Taisho Pharmachetical, Akpi, AMRT, ASRI, Bram, SGRO, Elty, INAF, PTBA, MAIN, Bipp, Listing IPO Salim Ivomas, Indo Kodsa, Cum Dev Wahana Otto Multiartha 14,  Cum Dev ADMF 954,14,  Cum Dev Pool Advista T 60,  Pool Advista Indonesia 140,  Cum Dev Wika 16,68

Bloomberg: JFE Shoji to Spend 500 Mln Yen on Indonesia Steel Capacity

Bloomberg: Bank Tabungan Negara Sets 8.625%-9.125% Rate for June Bond Sale

Asing Kabur, IHSG Sesi I Ditutup Turun 0,33%. Net foreign sell sebesar Rp134 miliar
http://pasarmodal.inilah.com/read/detail/1580722/asing-kabur-ihsg-sesi-i-ditutup-turun-033

Sesi Dua, Cermati Saham Sektor Konsumsi
http://pasarmodal.inilah.com/read/detail/1580632/sesi-dua-cermati-saham-sektor-konsumsi

Saham Komoditas Dilepas, IHSG Terkoreksi 12 Poin  
http://www.detikfinance.com/read/2011/06/07/120630/1654709/6/saham-komoditas-dilepas-ihsg-terkoreksi-12-poin

Survei Goldman, Nikkei akan kalahkan bursa Asia lainnya ke 10.000-11.000
http://investasi.kontan.co.id/v2/read/1307422364/69516/Survei-Goldman-Nikkei-akan-kalahkan-bursa-Asia-lainnya-ke-10.000-11.000

Investor asing masih melakukan aksi jual bluechips di sesi I
http://investasi.kontan.co.id/v2/read/1307424280/69523/Investor-asing-masih-melakukan-aksi-jual-bluechips-di-sesi-I

Indonesia Stocks: Bank Negara Indonesia, Bayan Resources, Energi
http://www.bloomberg.com/news/2011-06-07/indonesia-stocks-bank-negara-indonesia-bayan-resources-energi.html

Kantongi pinjaman dari Wells Fargo, saham BBNI menjadi incaran investor
http://investasi.kontan.co.id/v2/read/1307419989/69512/Kantongi-pinjaman-dari-Wells-Fargo-saham-BBNI-menjadi-incaran-investor

Adanya kemungkinan dilusi membuat saham KRAS bermain di area negatif
http://investasi.kontan.co.id/v2/read/1307418612/69508/Adanya-kemungkinan-dilusi-membuat-saham-KRAS-bermain-di-area-negatif

BTN Terbitkan Obligasi Rp2 Triliun
http://pasarmodal.inilah.com/read/detail/1580312/btn-terbitkan-obligasi-rp2-triliun

CMNP MAY GET NEW TOLL ROAD PROJECTS IN MANILA WORTH $1.2 BILLION (IDR10.3 TLN)

*DJ Golden Energy Mines Expects To Raise Above IDR4T From IPO
*DJ Golden Energy Mines To Sell 20% Stake Via IPO In 3Q - Spokesman

Hasil RUPS BTEL tidak membagikan deviden

DEWA: 104-142. It has been moving as expected but any failures to break above resistance of 111 will create an automatic correction, with simple support of 104 becoming a good entry point. Dharma Henwa has a similar business with DOID. Dewa is now trading at a pbv ratio of only 0.79X (BV: IDR173/Share) Vs DOID of 59X (BV:IDR20/Share). Dewa's assets as of March 31 were at IDR4.01 trillion vs Doid's IDR7.6 trillion. 1Q net profit of DEWA was at IDR66 billion vs DOID's IDR168 billion. On p/e ratio, DEWA is now trading at a p/e ratio of 9.1X VS DOID of 13X. DEWA's liabilities (DEBTS) were at IDR1.04 trillion VS DOID's liabilities of IDR7.5 trillion. DEWA's equity capital was at IDR3 trillion vs DOID's IDR136 billion. DEWA DER is now at 0.35X VS DOID's 55X.

ADMG may be added to LQ45 list of stock investment on sound performance & improved liquidity.

Rubber May Extend Rally From Four-Month Low: Technical Analysis

Bloomberg: Bayan Gains to Record After Obtaining Loan to Acquire Companies

Bayan Resources Raih Pinjaman US$185 Juta
http://pasarmodal.inilah.com/read/detail/1580032/bayan-resources-raih-pinjaman-us185-juta

Bloomberg: Manulife Asset’s Wang Favors Indonesian and Chinese Bonds

Pasar Domestik Kuat, Garuda Yakin Raup Laba Lagi
http://www.detikfinance.com/read/2011/06/07/072123/1654461/6/pasar-domestik-kuat-garuda-yakin-raup-laba-lagi

ASIA RIVER ADVISORY MAY BUY 20% OF DGIK SHARES AT 1X BOOK VALUE OF IDR177/SHARE

Goldman memberikan rekomendasi overweight untuk Malaysia dan Indonesia
http://investasi.kontan.co.id/v2/read/1307406397/69480/Goldman-memberikan-rekomendasi-overweight-untuk-Malaysia-dan-Indonesia

BLOOMBERG: *MALAYSIA, INDONESIA STOCKS RAISED TO `OVERWEIGHT' AT GOLDMAN. *THAI STOCKS WEIGHTING CUT AT GOLDMAN ON ECONOMY, VALUATIONS

Bloomberg: Bank Negara Indonesia Lowered to ‘Neutral’ at Goldman Sachs. *BANK NEGARA INDONESIA PRICE EST. 4,300 RUPIAH AT GOLDMAN SACHS. *BANK NEGARA INDONESIA PRICE EST. CUT 6.5% AT GOLDMAN SACHS

Bloomberg: Indonesia’s Bank Central Asia Raised to ‘Buy’ at Goldman Sachs.  *BANK CENTRAL ASIA PRICE EST. RAISED TO 8,400 RUPIAH AT GOLDMAN

Bloomberg: Krakatau Steel Seeks 4.18 Trillion Rupiah Loan, Daily Reports

Saham GJTL Berpeluang Menuju Rp3.000
http://pasarmodal.inilah.com/read/detail/1579942/saham-gjtl-berpeluang-menuju-rp3000

Saham WICO Berpotensi Menuju Rp100
http://pasarmodal.inilah.com/read/detail/1579922/saham-wico-berpotensi-menuju-rp100

Beli Tambang Batubara, Cermati Saham ANTM
http://pasarmodal.inilah.com/read/detail/1579902/beli-tambang-batubara-cermati-saham-antm

Inilah Saham Pilihan Selasa (7/6)
http://pasarmodal.inilah.com/read/detail/1579292/inilah-saham-pilihan-selasa-76

Tertekan, IHSG Tetap Berpeluang Rebound
http://economy.okezone.com/read/2011/06/07/278/465256/tertekan-ihsg-tetap-berpeluang-rebound

Sanggupkah Rupiah Menembus Level Rp8.500/USD?
http://economy.okezone.com/read/2011/06/07/278/465249/sanggupkah-rupiah-menembus-level-rp8-500-usd

Margin GJTL kian kontet karena karet meroket
http://investasi.kontan.co.id/v2/read/1307411133/69489/Margin-GJTL-kian-kontet-karena-karet-meroket

Bosan disuspensi, PNSE akan pecah nominal saham
http://investasi.kontan.co.id/v2/read/1307408943/69484/Bosan-disuspensi-PNSE-akan-pecah-nominal-saham

Kemungkinan OPEC naikkan kuota produksi bikin harga minyak melorot
http://investasi.kontan.co.id/v2/read/1307404898/69477/Kemungkinan-OPEC-naikkan-kuota-produksi-bikin-harga-minyak-melorot

DJ Salim Ivomas IPO Almost 2 Times Oversubscribed - Report

DOID- citing a person it didn't identify, Investor Daily reported that DOID will likely sell the new shares @ Rp1,200/share, raising $215mn. Initially, the price range for the right issue was set at Rp850-1,200 per share

SMSM- declared final dividend of Rp30/share (2.5% yield). Including interim dividend, the company distributes total dividend of Rp95/share (8% yield)

Ciputra Development    [  PDF  ]
Realising best case - by Lydia Toisuta
(CTRA IJ / CTRA.JK, OUTPERFORM - Maintained, Rp415 - Tgt. Rp505, Property Devt & Invt)
Ciputra Property has signed a 20-year lease agreement with Lotte Shopping Plaza Indonesia for its Ciputra World Jakarta retail space, under construction. This should be positively viewed as it would reduce project development risks, improve project IRR and increase cash flows. The agreement will leave Ciputra Development (and Ciputra Property) with a secured 100% lease rate, a certain growth rate (fixed rates after the initial three years) and steady cash flows (Rp115bn-120bn annually for FY13-15). We raise our earnings estimates by 3-6% for FY12-13 on the back of changes to our Ciputra World Jakarta retail  calculations and assumptions. Accordingly, we raise our DCF-based (WACC 12%) target price to Rp505 (from Rp500), still implying a 40% discount to RNAV. We continue to expect catalysts from its ability to execute marketing sales, higher rentals and persistent presales strength.

Hari Ini pemerintah bakal lelang SUN senilai Rp 5 triliun

JAKARTA. Perusahaan manajemen perhotelan PT Pudjiadi And Sons Tbk (PNSE) akan memecah nilai nominal saham alias stock split dari Rp 500 per saham menjadi Rp 25. Pemecahan ini juga akan menambah jumlah saham 20 kali lebih banyak, dari 129,72 juta menjadi sekitar 2,594 miliar saham. "Ini akan mulai berlaku setelah BEI menyetujui," kata Ariyo Tedjo, Direktur PNSE, Senin (6/6). Kata Ariyo, transaksi saham PNSE saat ini kurang likuid di pasar. Manajemen PNSE berharap, stock spilt bisa mendorong para investor lebih melirik saham ini. Selain itu menurut Aryo beberapa kali PNSE terkena suspen dari otoritas bursa. "Karena kurang likuid, kami sering kena suspen oleh BEI," ujar Ariyo, kepada KONTAN, Senin (6/6).

Stocks closed lower for the fourth-consecutive trading session Monday, led by weakness in banks and energy, as investors turned cautious over a slowdown in the recovery.
Dow.      12089.96.  -61.30.   -0.5%
Nasdaq.   2702.56.  -30.22.   -1.11%
S&P 500. 1286.17.  -13.99.   -1.08%
FTSE.       5863.16. +8.15.    +0.14%
Dax.        7084.57.  -24.46.   -0.34%
CAC40.    3863.40.  -27.28.   -0.7%. Oil.           98.79.     -1.43.     -1.43%
Gold.       1545.500+3.100.  +0.20%
Rupiah.   8505
Euro.       1.4577

TLKM.  35.18. -0.53. -1.48%.Rp 7480
ISAT.    30.16. -0.19. -0.63%.Rp 5130 Vallar.  1192.00 -3,00. -0,25%.
EIDO.   31.49.    -0.04. -0.13%

Timah.      26100.   -340.       -1.29%
Nickel.      22600.   -200.       -0.88%

CPOAgt 3388RM-33RM-0.96%$1125
Corn.         732.000. -22.000. -2.92%
SoybeanOil.58.030. -0.700.   -1.19%
Wheat.      744.000. -29.750 -3.84%

Coal 3 Jun 119.34 vs.119.47 (27May)

Nantikan Seminar & Workshop ”Investing By Using Advanced Technical Analysis” Di Akhir Tahun 2011

The 1st In Indonesia: System Trading Saham (termasuk instrumen investasi lainnya) yang telah teruji selama 5 tahun terakhir, menggunakan Advanced Technical Analysis CTA, akan diperkenalkan di akhir tahun ini.

Seminar & Workshop ”How To Invest Using Advanced Technical Analysis”, untuk mengukur Risk & Reward (Minimalkan Resiko Maksimalkan Keuntungan) suatu saham dalam Short Term (Intraday & 1 - 4 Minggu) - Medium (3 - 12 Bulan) - Long Term (3 - 5 - 10 tahun), bahkan saham perdana (IPO) yang pertama di Indonesia. System Trading dari gabungan Astrology (Solar system & Moon Cycle), E.W, W.D. Gann, Montecarlo, Market Profile.

Note: System Trading ini bisa diaplikasikan dengan instrumen investasi lainnya (Forex, Stock Index, Options, ETF).

Monday, June 6, 2011

Charles Nenner And Harry Dent Jr 2012 Cycle Bears – Part One

Charles Nenner and Harry Dent Jr have both stood tall on their soap box and loudly proclaimed the Dow Jones is heading south to a new cycle low in 2012/13. We are going to watch this show closely, examining cycles in currencies, stocks, bonds and commodities to find supporting evidence as to the likelyhood of this scenario occurring. Our website will be live soon, so you can run your own cycles to construct your own conclusions.

A quick review of 2012/13 doomers.

Read More: http://www.dailymarkets.com/stock/2011/05/25/charles-nenner-and-harry-dent-jr-2012-cycle-bears-part-one/

Next Rilis: Prospek Saham Metal 1-2 Pekan Ini: JPRS/ NIKL/ KRAS/ INCO/ ANTM/ TINS

Laporan & Rumor Saham Indonesia 03-06 (Refresh)

07 Juni 2011 Rups Tembaga Mulia Semanan, BYAN, Jaya Kontruksi Manggala, WINS, APLN, BTEL,
Cum Dev SMDR 160, Cum Dev TRAM

08 Juni 2011 Rups MBAI, JPFA, KREN, SMRA, Smar,Renuka Colindo, MRAT, Pembangunan Jaya ANcol, JRPT, INDY, ARGO, Maskapai Reasurance, ASBI  Cum Dev PANS 80

09 Juni 2011 RDG BI Rate, Rups Asbi, Davo, Rmba, HD Capital,  Taisho Pharmachetical, Akpi, AMRT, ASRI, Bram, SGRO, Elty, INAF, PTBA, MAIN, Bipp, Listing IPO Salim Ivomas, Indo Kodsa, Cum Dev Wahana Otto Multiartha 14,  Cum Dev ADMF 954,14,  Cum Dev Pool Advista T 60,  Pool Advista Indonesia 140,  Cum Dev Wika 16,68

2nd session on JCI 06.06.11
@ 3,834.201 (-9.819pts) (-0.255%)
H: 3,843.739 ; L: 3,819.599
Value: 3.32 T (NG 655 B )
Volume: 4.05 B (NG 590 M )
Foreign Nett Sell: 251 B

5 most active stocks by value:
BUMI @ 3,450 (+2.98%)
ADRO @ 2,475 (+1.02%)
TLKM @ 7,600 (-0.65%)
PGAS @ 3,975 (-2.45%)
BMRI  @ 7,000 (-1.40%)

5 most active stocks by volume:
ENRG @ 210 (0.00%)
DEWA @ 108 (0.00%)
BNBR @ 78 (0.00%)
ELTY @ 161 (-1.23%)
BHIT @ 240 (+6.67%)

5 most up:
WICO @ 92 (+22.67%)
AHAP @ 160 (+17.65%)
PUDP @ 540 (+12.50%)
FORU @ 122 (+9.91%)
DGIK @ 129 (+7.50%)

5 most down:
PTSP @ 500 (-16.67%)
JKON @ 720 (-10.00%)
GSMF @ 85 (-9.57%)
SONA @ 2,900 (-7.94%)
LMSH @ 5,200 (-7.14%)

5 Leading Movers:
BUMI @ 3,450 (+2.44%)
GGRM @ 45,400 (+1.81%)
ASII @ 59,300 (+1.67%)
BYAN @ 18,550 (+1.57%)
INTP @ 17,550 (+1.52%)

5 Lagging Movers:
BBRI @ 6,350 (-4.31%)
PGAS @ 3,975 (-2.85%)
BMRI @ 7,000 (-2.72%)
BBNI @ 3,775 (-1.63%)
TLKM @ 7,600 (-1.19%)

Rgds,
Nadya Isnaeni Data administrator Research Dept BNI Securities

PRIOR TO BUMI PLC LISTING ON FT100, BUMI RESOURCES SHARES PRICE MUST HIT IDR4,200?? SO THAT VALLAR'S ASSETS COULD MEET REQUIREMENT FOR LISTING.

Minim Sentimen Positif, IHSG Menipis 9 Poin 
http://www.detikfinance.com/read/2011/06/06/160713/1654206/6/minim-sentimen-positif-ihsg-menipis-9-poin

Investor Spekulatif, IHSG Ditutup Turun 0,25%. Net foreign sell sebesar Rp251,88 miliar.
http://pasarmodal.inilah.com/read/detail/1578042/investor-spekulatif-ihsg-ditutup-turun-025

Inilah 10 Top Foreign Buy Saham Senin (6/6)
http://pasarmodal.inilah.com/read/detail/1578262/inilah-10-top-foreign-buy-saham-senin-66

Inilah 10 Top Foreign Sell Senin (6/6)
http://pasarmodal.inilah.com/read/detail/1578132/inilah-10-top-foreign-sell-senin-66

Saham BHIT Teraktif Diperdagangkan Senin (6/6)
http://pasarmodal.inilah.com/read/detail/1578142/saham-bhit-teraktif-diperdagangkan-senin-66

AALI, INCO, dan DGIK bergerak tidak wajar hari ini
http://investasi.kontan.co.id/v2/read/1307354309/69448/AALI-INCO-dan-DGIK-bergerak-tidak-wajar-hari-ini

Krakatau Steel Seleksi Pemasok Batubara Berkalori Tinggi 
http://www.detikfinance.com/read/2011/06/06/170631/1654267/6/krakatau-steel-seleksi-pemasok-batubara-berkalori-tinggi

Target Setoran Dividen BUMN Turun Lagi Jadi Rp 25 Triliun 
http://www.detikfinance.com/read/2011/06/06/135836/1653996/4/target-setoran-dividen-bumn-turun-lagi-jadi-rp-25-triliun

Carrefour berencana tender offer saham ALFA di harga Rp 4.500
http://investasi.kontan.co.id/v2/read/1307346552/69425/Carrefour-berencana-tender-offer-saham-ALFA-di-harga-Rp-4.500

BISI berencana bagikan dividen sebesar Rp 30 miliar
http://investasi.kontan.co.id/v2/read/1307350544/69435/BISI-berencana-bagikan-dividen-sebesar-Rp-30-miliar

Cek tiga emiten yang membuat indeks loyo di sesi sore
http://investasi.kontan.co.id/v2/read/1307352623/69442/Cek-tiga-emiten-yang-membuat-indeks-loyo-di-sesi-sore

Permintaan dollar AS surut, rupiah bertahan di level terkuat tujuh tahun
http://investasi.kontan.co.id/v2/read/1307353727/69445/Permintaan-dollar-AS-surut-rupiah-bertahan-di-level-terkuat-tujuh-tahun


1st session on JCI 06.06.11
@ 3,831.036 (-12.984pts) (-0.338%)
H: 3,843.739 ; L: 3,825.078
Value: 1.30 T (NG 215 B )
Volume: 1.80 B (NG 84 M )
Foreign Nett Buy: 18 B

5 most active stocks by value:
BUMI @ 3,425 (+2.24%)
PGAS @ 3,950 (-3.07%)
ENRG @ 210 (0.00%)
ADRO @ 2,450 (0.00%)
BBRI  @ 6,400 (-1.54%)

5 most active stocks by volume:
DEWA @ 108 (0.00%)
ENRG @ 210 (0.00%)
BNBR @ 78 (0.00%)
ELTY @ 163 (0.00%)
BUMI @ 3,425 (+2.24%)

5 most up:
CEKA @ 1,150 (+9.52%)
WICO @ 82 (+9.33%)
KOIN @ 285 (+7.55%)
LAMI @ 220 (+7.32%)
FORU @ 118 (+6.31%)

5 most down:
PTSP @ 500 (-16.67%)
GSMF @ 85 (-9.57%)
BAEK @ 1,700 (-6.59%)
MYTX @ 131 (-5.07%)
APLI @ 200 (-4.76%)

5 Leading Movers:
ASII @ 59,400 (+2.14%)
GGRM @ 45,500 (+2.04%)
BUMI @ 3,425 (+1.83%)
BYAN @ 18,500 (+1.37%)
ICBP @ 5,150 (+0.69%)

5 Lagging Movers:
PGAS @ 3,950 (-3.57%)
BBRI @ 6,400 (-2.87%)
BMRI @ 7,000 (-2.72%)
BBCA @ 7,100 (-1.44%)
TLKM @ 7,600 (-1.19%)

Rgds,
Nadya Isnaeni Data administrator Research Dept BNI Securities

Agenda 06 Juni 2011 Rups Esti, BRMS, Smsm, , Pudp, KRAS, , (PTBA?),  BISI, ICON, Pan Pacifik Int, Cum Dev MEGA 3,450, Cum Bonus MEGA 500.000:73.043, Cum Dev BBCA 70,  Cum Dev Fasw 45,  Cum Dev WIKA 16,68

Perdagangan Lesu, IHSG Terkoreksi 12 Poin
http://www.detikfinance.com/read/2011/06/06/120436/1653880/6/perdagangan-lesu-ihsg-terkoreksi-12-poin

Lokal Minggir, IHSG Sesi I Ditutup Turun 0,33%. Net foreign buy sebesar Rp18,03 miliar
http://pasarmodal.inilah.com/read/detail/1576792/lokal-minggir-ihsg-sesi-i-ditutup-turun-033

BTN Tawarkan Surat Utang Rp 2 Triliun
http://www.detikfinance.com/read/2011/06/06/101426/1653739/6/btn-tawarkan-surat-utang-rp-2-triliun

Rumor Asiariver mendorong saham DGIK ke level tertinggi dalam enam minggu
http://investasi.kontan.co.id/v2/read/1307329926/69371/Rumor-Asiariver-mendorong-saham-DGIK-ke-level-tertinggi-dalam-enam-minggu

Tiga Sektor Saham 'Oversold' Untuk Sesi Dua
http://pasarmodal.inilah.com/read/detail/1576772/tiga-sektor-saham-oversold-untuk-sesi-dua

Lippo Karawaci Raih Peringkat B+
http://pasarmodal.inilah.com/read/detail/1576752/lippo-karawaci-raih-peringkat-b

BNI Raih Pinjaman US$50 Juta dari Bank AS
http://pasarmodal.inilah.com/read/detail/1576532/bni-raih-pinjaman-us50-juta-dari-bank-as

Saham Batu Bara Menarik Sesuai Karakteristiknya
http://pasarmodal.inilah.com/read/detail/1575592/saham-batu-bara-menarik-sesuai-karakteristiknya

CLSA XL AXIATA 1 June 2011
Indonesia Telecoms
Reuters EXCL.JK
Bloomberg EXCL IJ
Priced on 1 June 2011
Jakarta Comp @ 3,837.8
12M hi/lo Rp7,100/3,600
12M price target Rp7,600
±% potential +30%

REMINDER:::JAKARTA. Mengamankan pasokan gas merupakan misi utama PT Perusahaan Gas Negara Tbk (PGAS) saat ini. Pasokan gas PGAS minus karena jatah gasnya dari Conoco Phillips kini dialihkan untuk Chevron. Untuk mengamankan pasokan, PGAS tengah membangun dua terminal liquefied natural gas (LNG). Perinciannya terminal di Teluk Jakarta, Jawa Barat berkapasitas 1,5 metric ton per annum (MTPA) dan terminal di Belawan, Sumatera Utara berkapasitas 1,5 MTPA-3 MTPA. Andrew Argado, Analis E-Trading Securities menilai, PGAS harus aktif mencari sumber baru untuk mengatasi masalah kekurangan pasokan. Dia yakin, cadangan gas alam di Indonesia masih berlimpah. Apalagi, PGAS menguasai 93% distribusi dan 51% transmisi gas di negeri ini.

Dividen KRAS tahun 2010 sebesar Rp 6/saham dibayarkan pada 15 Juli 2011. 

Saham PT Perusahaan Gas Negara (PGAS) hari ini dilanda aksi jual. Pada pukul 10.18, saham PGAS tercatat melorot 1,2% menjadi Rp 4.175. Ini merupakan penurunan paling besar sejak 21 April lalu. Anjloknya saham PGAS terjadi setelah rekomendasi sahamnya dipangkas. Asal   tahu saja, JPMorgan hari ini menurunkan rekomendasi saham PGAS dari sebelumnya overweight menjadi underweight.

REMINDER::BYAN:
-Net Prof naik 443% jadi 740,7M
-Pertama kali akan bagi deviden
-perseroan bisa menuntaskan menyelesaikan uji tuntas (due diligence) terkait akuisisi Australia kangaroo resources juni 2011
-perjanjian jual beli asset dgn kangaroo 28 desember 2010
-Kangaroo akan membeli asset berupa sembilan konsensi batubara di Kalimantan timur dgn cadangan batubara sebanyak 3,8 m metric ton
-sebagai gantinya kangaroo akan menerbitka saham baru dibeli oleh Bayan, shg BYAN perusahaan milik Dato’s Low Tuch Kwang akan menguasai mayoritas di Kangooroo

Ganti Nama, Saham INCO Direkomendasi 'Buy'
http://pasarmodal.inilah.com/read/detail/1576142/ganti-nama-saham-inco-direkomendasi-buy

Laju Saham HRUM, Tergantung Arah Market
http://pasarmodal.inilah.com/read/detail/1575582/laju-saham-hrum-tergantung-arah-market

Duta Graha, Inco, Sumalindo Lestari: Indonesia Equity Preview
http://www.bloomberg.com/news/2011-06-06/duta-graha-inco-sumalindo-lestari-indonesia-equity-preview.html

Bloomberg: PT Inco Output to Drop on Plan to Rebuild Furnace, Kontan Says 

Bloomberg: Sumalindo to Sell Stake in Power Unit, Bisnis Indonesia Reports

Bloomberg: Asiariver to Buy Stake in Duta Graha, Investor Daily Reports

IHSG Diproyeksikan "Cerah" di Awal Pekan
http://economy.okezone.com/read/2011/06/06/278/464779/ihsg-diproyeksikan-cerah-di-awal-pekan

JAKARTA. PT International Nickel Indonesia Tbk (INCO) akan mengikuti jejak induk usahanya mengganti nama. Penggantian nama perusahaan ini dilakukan menyusul akuisisi induk usaha INCO oleh Vale SA pada 2007 lalu. Dengan demikian, nama INCO akan berubah menjadi PT Vale Indonesia Tbk."Ya, kami akan ganti nama, tapi sebelumnya kami akan minta persetujuan pemegang saham," ungkap Tony Wenas, Direktur Utama INCO di Jakarta, pekan lalu. INCO segera akan menggelar Rapat Umum Pemegang Saham Luar Biasa (RUPSLB). Sekadar informasi, induk usaha INCO sudah berganti nama menjadi Vale Canada Limited. Vale yang merupakan perusahaan tambang asal Kanada menguasai sekitar 58,73% saham INCO, sementara porsi saham publik mencapai 20,49%.

Reignwood pledges 16% ENRG
Thai-based conglomerate Reignwood International Investment (Group) Company Limited, which is founded in 1984 by Thai-Chinese businessman Chanchai Ruayrungruang, has pledged 6.4 billion shares or nearly 16% of total equity of oil and gas company PT Energi Mega Persada Tbk (ENRG) to The Siam Commercial Bank Public Company LImited. Assuming the market price on Wednesday at Rp210, Reignwood has pledged Rp1.34 trillion of Energi Mega shares on May 19. However, there is no clarity from Reignwood about the pledge purpose. Despite the pledge, Energi Mega soared 8.25% on Wednesday to Rp210, sending a 25% monthly gain to investors. Two sources familiar with the deal said using loan facility from Siam Bank.

Rumor Pasar
Saham BPFI Berpeluang Menuju Rp350
http://pasarmodal.inilah.com/read/detail/1576042/saham-bpfi-berpeluang-menuju-rp350

Saham JTPE Sedang Diburu Fund Manager
http://pasarmodal.inilah.com/read/detail/1576032/saham-jtpe-sedang-diburu-fund-manager

Inilah Pilihan Saham Senin (6/6)
http://pasarmodal.inilah.com/read/detail/1575062/inilah-pilihan-saham-senin-66

ADRO lirik truk Komatsu
http://investasi.kontan.co.id/v2/read/1307319600/69349/ADRO-lirik-truk-Komatsu

RENCANA IPO
Anak usaha KRAS batal IPO tahun ini
http://investasi.kontan.co.id/v2/read/1307318400/69345/Anak-usaha-KRAS-batal-IPO-tahun-ini

PROYEKSI EMITEN PERKEBUNAN
Emiten sawit belum terimbas moratorium
http://investasi.kontan.co.id/v2/read/1307319000/69347/-Emiten-sawit-belum-terimbas-moratorium

Data lapangan kerja AS mengecewakan, bursa Asia bergerak turun
http://investasi.kontan.co.id/v2/read/1307321744/69353/Data-lapangan-kerja-AS-mengecewakan-bursa-Asia-bergerak-turun

Tiga bulan pertama 2011, laba bersih IMAS tumbuh 21,7%
http://investasi.kontan.co.id/v2/read/1307287540/69342/Tiga-bulan-pertama-2011-laba-bersih-IMAS-tumbuh-217

RENCANA RIGHT ISSUE
AHAP berencana right issue pada kuartal ketiga
http://investasi.kontan.co.id/v2/read/1307271725/69331/-AHAP-berencana-right-issue-pada-kuartal-ketiga

Trades of the Day...
Fundamentally:
CIMB menaikan rating United Tractors (UNTR) dari neutral menjadi OUTPERFORM dengan target harga Rp27500 (dari Rp26100) berdasarkan 16x PER post rights EPS. Kami melihat overhang dari rights issue dan masalah supply telah priced in. kami memangkas FY11-13 EPS forecasts sebesar 2-6% karena dilusi. Pada 13.3x PER saat ini kami melihat valuasinya masih menarik. Katalis akan datang dari berita akuisisi/investasi berikutnya.

Stocks finished lower for the fifth-consecutive week Friday after the disappointing government jobs report in addition to other weak economic news throughout the week indicated signs of a slowdown.

Dow.      12151.26.  -97.29.   -0.79%
Nasdaq.   2732.78.  -40.53.   -1.46%
S&P 500. 1300.16.  -12.78.   -0.97%
FTSE.       5855.01. +7.09.    +0.12%
Dax.        7109.03.  +34.91.   +0.49%
CAC40.    3890.68.  +0.81.     +0.02%Oil.           100.22.    -0.18.       -0.18%
Gold.       1524.400.+9.700.   +0.63%
Rupiah.   8520
Euro.       1.4637

TLKM.  35.71. -0.14. -0.39%.  Rp 7606
ISAT.    30.35.+0.20.+0.66%. Rp 5171 Vallar.  1195. +6,00.+0,50%.
EIDO.   31.53.+0.12.+0.38%

Timah.      26440.   +20.       +0.08%
Nickel.      22800.   +80.       +0.35%

CPOAgt 3421RM+18RM+0.52%$1139
Corn.         754.000. -12.500. -1.63%
SoybeanOil.58.730. -0.180.   -0.31%
Wheat.      773.750.+4.000.  +0.52%

Coal 3 Jun 119.34 vs.119.47(27May)

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