Tuesday, August 16, 2011

Laporan & Rumor Saham Indonesia 16-08 (Refresh)

Saham Komoditas Dilepas, IHSG Menipis 6 Poin    
http://finance.detik.com/read/2011/08/16/160853/1704989/6/saham-komoditas-dilepas-ihsg-menipis-6-poin

Indeks mendadak loyo di penutupan sesi II
http://investasi.kontan.co.id/v2/read/1313485866/75558/Indeks-mendadak-loyo-di-penutupan-sesi-II

Terimbas Regional, IHSG Berakhir di Zona Merah. net foreign buy Rp9,03 miliar.
http://pasarmodal.inilah.com/read/detail/1765881/terimbas-regional-ihsg-berakhir-di-zona-merah

Saham NIKL Teraktif Diperdagangkan Selasa (16/8)
http://pasarmodal.inilah.com/read/detail/1765886/saham-nikl-teraktif-diperdagangkan-selasa-168

Inilah Daftar 'Top Foreign Sell' Selasa (16/8)
http://pasarmodal.inilah.com/read/detail/1765893/inilah-daftar-top-foreign-sell-selasa-168

Indosat Naikkan Pelanggan Blackberry 40%
http://pasarmodal.inilah.com/read/detail/1765871/indosat-naikkan-pelanggan-blackberry-40

Jelang Libur, IHSG Terkoreksi
http://pasarmodal.inilah.com/read/detail/1765890/jelang-libur-ihsg-terkoreksi

*DJ Indonesia Govt Sells IDR9.4 Tln Bonds At Auction Vs IDR7 Tln Target

SEKILAS Ttg DKFT:::   http://investasi.kontan.co.id/v2/read/1244788740/15600/Kisah-DKFT-Menjajal-Bisnis-Pertambangan

*DJ Indonesia Pres: To Reduce Govt Debt Ratio To 24% Of GDP Vs 25% Targeted In
*DJ Indonesia Pres: To Issue Bonds In Domestic Market To Help Finance Deficit
*DJ Indonesia Pres: To Raise Civil Servant Salaries By Average 10% In 2012
*DJ Indonesia Pres: To Gradually Limit Consumption Of Subsidized Fuels
*DJ Indonesia Pres: 2012 Total Fuel Subsidies Likely IDR123.6 Tln Vs IDR129.7 T
*DJ Indonesia Pres: 2012 Total Subsidies Likely IDR208.9 Tln Vs IDR237.2 Tln Ta
*DJ Indonesia Pres: 2012 Budget Spending Likely IDR1,419 Tln Vs IDR1,321 Tln Ta
*DJ Indonesia Pres: 2012 Budget Revenue Likely IDR1,293 Tln Vs IDR1,170 Tln Tar
*DJ Indonesia Pres: 2012 Budget Deficit Likely 1.5% Of GDP Vs 2.1% Targeted In
*DJ Indonesia Pres: 2012 Oil Output Likely 950,000 B/D Vs 945,000 B/D Targeted
*DJ Indonesia Pres: Indonesia Crude Price Likely $90/Bbl 2012 Vs $95/Bbl Expect
*DJ Indonesia Pres: Dollar To Average IDR8,800 In 2012 Vs IDR8,700 Expected In
*DJ Indonesia Pres: 2012 Inflation Likely 5.3% Vs 5.65% Expected In 2011
*DJ Indonesia President: 2012 Econ Growth Likely 6.7% Vs 6.5% Likely In 2011


Investor Pesimis Hentikan Reli Bursa Eropa
http://pasarmodal.inilah.com/read/detail/1765839/investor-pesimis-hentikan-reli-bursa-eropa

KIJA Rights Issue 6,03 Miliar Saham
http://pasarmodal.inilah.com/read/detail/1765794/kija-rights-issue-603-miliar-saham

Analis Minta Pemerintah Realisasikan Infrastruktur
http://pasarmodal.inilah.com/read/detail/1765756/analis-minta-pemerintah-realisasikan-infrastruktur

Akhir tahun, AISA targetkan laba bersih bisa mencapai Rp 100 miliar
http://investasi.kontan.co.id/v2/read/1313478665/75545/Akhir-tahun-AISA-targetkan-laba-bersih-bisa-mencapai-Rp-100-miliar


1st session on JCI 16.08.11
@ 3,982.607 (+22.585pts) (+0.570%)
H: 3,996.371 ; L: 3,960.113
Value: 2.89 T (NG 256 B )
Volume: 89 M (NG 212 B )
Foreign Nett Buy: 88 B

5 most active stocks by value:
BUMI @ 2,750 (+1.85%)
BBRI @ 6,800 (+3.03%)
BMRI @ 7,400 (+1.37%)
ASII @ 70,650 (+0.93%)
ADRO @ 2,375 (+1.06%)

5 most active stocks by volume:
BNBR @ 68 (+4.62%)
KIJA @ 200 (+4.71%)
ENRG @ 200 (-4.76%)
LMAS @ 54 (+3.85%)
NIKL @ 370 (-2.63%)

5 most up:
INPP @ 255 (+34.92%)
LPCK @ 2,300 (+19.17%)
GTBO @ 118 (+18.00%)
CNKO @ 118 (+13.46%)
CNTX @ 6,000 (+11.11%)

5 most down:
AMAG @ 275 (-9.84%)
PJAA @ 1,010 (-9.01%)
ASDM @ 460 (-6.12%)
INCI @ 260 (-5.45%)
ENRG @ 200 (-4.76%)

5 Leading Movers:
BBRI @ 6,800 (+5.71%)
ASII @ 70,650 (+3.07%)
BMRI @ 7,400 (+2.70%)
JSMR @ 4,100 (+1.39%)
BUMI @ 2,750 (+1.21%)

5 Lagging Movers:
INDF @ 6,350 (-1.03%)
BBNI @ 4,300 (-0.53%)
CPIN @ 2,700 (-0.48%)
ENRG @ 200 (-0.47%)
UNTR @ 24,550 (-0.43%)
Rgds, Nadya Isnaeni Data administrator Research Dept BNI Securities

Bloomberg: Bank Indonesia Says Its Confident 2011 Economy Can Expand 6.6%

Indonesia Stocks: Adaro Energy, International Nickel, Jababeka
http://www.bloomberg.com/news/2011-08-16/indonesia-stocks-adaro-energy-international-nickel-jababeka.html

Pidato SBY Pacu IHSG Sesi 1 Naik Dekati 4.000. net foreign buy Rp88,64 miliar. http://pasarmodal.inilah.com/read/detail/1765746/pidato-sby-pacu-ihsg-sesi-1-naik-dekati-4000

Sesi I
Melaju 22 Poin, IHSG Lirik Lagi Level 4.000
http://finance.detik.com/read/2011/08/16/120635/1704696/6/melaju-22-poin-ihsg-lirik-lagi-level-4000

BBRI, ASII, dan BMRI menjadi tiga bluechips yang paling diburu investor sesi I
http://investasi.kontan.co.id/v2/read/1313471959/75529/BBRI-ASII-dan-BMRI-menjadi-tiga-bluechips-yang-paling-diburu-investor-sesi-I

Lima Sektor Saham Untuk Sesi Dua
http://pasarmodal.inilah.com/read/detail/1765741/lima-sektor-saham-untuk-sesi-dua

BORN akan private placement dengan investor asal Australia?
http://investasi.kontan.co.id/v2/read/1313470214/75525/BORN-akan-private-placement-dengan-investor-asal-Australia

Gencar berekspansi, AISA akan gelar rights issue di kuartal IV tahun ini
http://investasi.kontan.co.id/v2/read/1313467695/75520/Gencar-berekspansi-AISA-akan-gelar-rights-issue-di-kuartal-IV-tahun-ini

Produksi CPO AALI Naik 24,1% per Juli 2011
http://pasarmodal.inilah.com/read/detail/1765732/produksi-cpo-aali-naik-241-per-juli-2011

Asuransi Multiartha Rights Issue 1,43 Miliar Saham
http://pasarmodal.inilah.com/read/detail/1765721/asuransi-multiartha-rights-issue-143-miliar-saham

Perbankan RI Untung Rp 37 Triliun di Semester I-2011 
http://finance.detik.com/read/2011/08/16/114212/1704676/5/perbankan-ri-untung-rp-37-triliun-di-semester-i-2011

REMINDER::: Lap Keu BNBR akan direlease tgl 18/19 Agustus 2011; BNBR Diharapkan Cetak Laba Bersih sebanyak Rp24 milyar dibanding rugi bersih ditahun2 sebelumnya.


Bloomberg: Bank Indonesia Says Its Confident 2011 Economy Can Expand 6.6%

Indonesia Stocks: Adaro Energy, International Nickel, Jababeka
http://www.bloomberg.com/news/2011-08-16/indonesia-stocks-adaro-energy-international-nickel-jababeka.html

Pidato SBY Pacu IHSG Sesi 1 Naik Dekati 4.000. net foreign buy Rp88,64 miliar. http://pasarmodal.inilah.com/read/detail/1765746/pidato-sby-pacu-ihsg-sesi-1-naik-dekati-4000

Sesi I
Melaju 22 Poin, IHSG Lirik Lagi Level 4.000
http://finance.detik.com/read/2011/08/16/120635/1704696/6/melaju-22-poin-ihsg-lirik-lagi-level-4000

BBRI, ASII, dan BMRI menjadi tiga bluechips yang paling diburu investor sesi I
http://investasi.kontan.co.id/v2/read/1313471959/75529/BBRI-ASII-dan-BMRI-menjadi-tiga-bluechips-yang-paling-diburu-investor-sesi-I

Lima Sektor Saham Untuk Sesi Dua
http://pasarmodal.inilah.com/read/detail/1765741/lima-sektor-saham-untuk-sesi-dua

BORN akan private placement dengan investor asal Australia?
http://investasi.kontan.co.id/v2/read/1313470214/75525/BORN-akan-private-placement-dengan-investor-asal-Australia

Gencar berekspansi, AISA akan gelar rights issue di kuartal IV tahun ini
http://investasi.kontan.co.id/v2/read/1313467695/75520/Gencar-berekspansi-AISA-akan-gelar-rights-issue-di-kuartal-IV-tahun-ini

Produksi CPO AALI Naik 24,1% per Juli 2011
http://pasarmodal.inilah.com/read/detail/1765732/produksi-cpo-aali-naik-241-per-juli-2011

Asuransi Multiartha Rights Issue 1,43 Miliar Saham
http://pasarmodal.inilah.com/read/detail/1765721/asuransi-multiartha-rights-issue-143-miliar-saham

Perbankan RI Untung Rp 37 Triliun di Semester I-2011 
http://finance.detik.com/read/2011/08/16/114212/1704676/5/perbankan-ri-untung-rp-37-triliun-di-semester-i-2011

REMINDER::: Lap Keu BNBR akan direlease tgl 18/19 Agustus 2011; BNBR Diharapkan Cetak Laba Bersih sebanyak Rp24 milyar dibanding rugi bersih ditahun2 sebelumnya.


Bloomberg: Adaro Gains, Leading Mining Stocks, as Profit More Than Doubled

Bloomberg; Palm Oil Gains as Much as 0.4% to 3,081 Ringgit a Metric Ton

Indosat, Medco Energi, Wijaya Karya: Indonesia Equity Preview
http://www.bloomberg.com/news/2011-08-16/indosat-medco-energi-wijaya-karya-indonesia-equity-preview.html

Lanjutkan Reli, IHSG Dibuka Naik 0,51% ke 3.980,42
http://pasarmodal.inilah.com/read/detail/1765656/lanjutkan-reli-ihsg-dibuka-naik-051-ke-398042

ADRO Catatkan Laba Bersih Naik 103,8%
http://pasarmodal.inilah.com/read/detail/1765652/adro-catatkan-laba-bersih-naik-1038

Mencoba ke 4.000, Inilah Pendorong IHSG Hari Ini
http://pasarmodal.inilah.com/read/detail/1765642/mencoba-ke-4000-inilah-pendorong-ihsg-hari-ini

GIAA Jual Mesin ke TNI AU Senilai Rp27,21 M
http://pasarmodal.inilah.com/read/detail/1765658/giaa-jual-mesin-ke-tni-au-senilai-rp2721-m

Analis Targetkan Harga Saham ADRO di Rp2.800
http://pasarmodal.inilah.com/read/detail/1765646/analis-targetkan-harga-saham-adro-di-rp2800

Mandiri Tetap Kaji Akuisisi Bank Kelas Menengah
http://pasarmodal.inilah.com/read/detail/1765649/mandiri-tetap-kaji-akuisisi-bank-kelas-menengah

Rencana akuisisi, saham KIJA terbang ke level tertinggi 7 bulan
http://investasi.kontan.co.id/v2/read/1313464793/75516/Rencana-rights-issue-saham-KIJA-terbang-ke-level-tertinggi-7-bulan

Diramal tembus Rp 100 dalam jangka pendek, saham SRSN melaju
http://investasi.kontan.co.id/v2/read/1313463812/75514/Diramal-tembus-Rp-100-dalam-jangka-pendek-saham-SRSN-melaju

Keperkasaan rupiah pagi ini terbesar dalam seminggu terakhir
http://investasi.kontan.co.id/v2/read/1313464434/75515/Keperkasaan-rupiah-pagi-ini-terbesar-dalam-seminggu-terakhir

Rumor lepas saham ke perusahaan dunia bikin saham DAVO reli
http://investasi.kontan.co.id/v2/read/1313463478/75513/Rumor-lepas-saham-ke-perusahaan-dunia-bikin-saham-DAVO-reli

BWPT tambah lahan hingga 15.000 ha
http://investasi.kontan.co.id/v2/read/1313460054/75509/BWPT-tambah-lahan-hingga-15.000-ha
 

Bloomberg: Wijaya Receives 500 Billion Rupiah Loan From IKB, Daily Reports

Bloomberg: Jababeka Seeks to Raise 1.5 Trillion Rupiah From Rights Offer

Bloomberg: Emerging Stocks Soar as Morgan Stanley Adds to Highest Since ‘09

Bloomberg; FX: Standard Chartered Significantly Long INR, KRW, IDR, and BRL

BLOOMBERG: *INDONESIA COMMODITIES EXPORTS KEEPING FOREX HIGH, CASTLE SAYS.     *INDONESIA MUST INVEST IN INFRASTRUCTURE, CASTLE SAYS     *INDONESIAN BONDS 'VERY SOLID,' CASTLE SAYS

Inilah Daftar Saham Pilihan Selasa (16/8)
http://pasarmodal.inilah.com/read/detail/1765544/inilah-daftar-saham-pilihan-selasa-168

Rekomendasi: Saham apa yang menarik hari ini?
http://www.bisnis.com/articles/rekomendasi-saham-apa-yang-menarik-hari-ini-48

Rekomendasi Saham
IHSG Masih Bisa Lanjutkan Penguatan
http://finance.detik.com/read/2011/08/16/073023/1704400/6/ihsg-masih-bisa-lanjutkan-penguatan

IHSG Jajaki Level 4.000!
http://economy.okezone.com/read/2011/08/16/278/492484/ihsg-jajaki-level-4-000

INILAH.COM, Jakarta - Sejumlah Fund Manager kabarnya sedang giat mengakumulasi saham PT Indo Acidatama Tbk (SRSN) yang diprediksi bisa menembus level p100 dalam jangka pendek. Hal ini dipicu kabar adanya perusahaan asal Timur Tengah yang siap mendanai ekspansi perseroan. Apalagi seorang pelaku pasar menyebutkan, perusahaan etanol dan CPO terbesar di dunia sedang mengincar perseroan. Pada perdagangan kemarin, saham SRSN ditutup naik Rp5 ke level Rp57.

INILAH.COM, Jakarta - Beredar kabar bahwa Metal One, salah satu investor asing pemegang saham PT Pelat Timah Nusantara (NIKL) akan menambah porsi kepemilikannya. Pembelian akan dilakukan melalui pembelian di market dengan target harga beli di level Rp 500. Rencana ini akan direalisasikan secepatnya, sehingga porsi kepemilikan Metal One akan bertambah 5% lagi dalam jajaran pemegang saham NIKL. Metal One melirik NIKL setelah kinerja korporasi semester awal 2011 dinilai sangat baik. Ditunjang dengan harga komoditi yang bergerak cukup signifikan, diharapkan NIKL akan memperoleh laba usaha yang tumbuh kira-kira 30% pada 2011.

INILAH.COM, Jakarta - PT Davomas Abadi Tbk (DAVO) kabarnya segera melepas kepemilikan saham kepada perusahaan consumer goods ternama dunia. Berdasarkan kabar yang beredar di pasar, perusahaan itu akan menyuntikkan dana ke DAVO untuk mengembangkan usaha. Kabar ini akan dimanfaatkan bandar untuk mengerek DAVO ke level Rp200. Pada perdagangan kemarin, saham DAVO ditutup naik Rp2 ke level Rp64.

Saham MAPI Paling Menawan
http://pasarmodal.inilah.com/read/detail/1765565/saham-mapi-paling-menawan

Bursa Jepang-Korea Menguat, Australia Tergelincir
http://pasarmodal.inilah.com/read/detail/1765620/bursa-jepang-korea-menguat-australia-tergelincir

Laba Anak Usaha Bank Mandiri Capai Rp686 M
http://pasarmodal.inilah.com/read/detail/1765532/laba-anak-usaha-bank-mandiri-capai-rp686-m

Inilah Ramalan IHSG Menurut Astronacci
http://pasarmodal.inilah.com/read/detail/1765562/inilah-ramalan-ihsg-menurut-astronacci

ISAT Serap Capex Rp2,5 T di Semester I
http://pasarmodal.inilah.com/read/detail/1765609/isat-serap-capex-rp25-t-di-semester-i

Lippo Siapkan Kuburan Mewah di Surabaya dan Medan 
http://finance.detik.com/read/2011/08/16/070953/1704392/1016/lippo-siapkan-kuburan-mewah-di-surabaya-dan-medan

APLN naikkan target penerbitan obligasi
http://investasi.kontan.co.id/v2/read/1313456604/75503/APLN-naikkan-target-penerbitan-obligasi

Biar harga lebih murah, margin ASRI tetap berlimpah
http://investasi.kontan.co.id/v2/read/1313456440/75501/Biar-harga-lebih-murah-margin-ASRI-tetap-berlimpah

Capex RUIS sudah terealisasi 70%
http://investasi.kontan.co.id/v2/read/1313454695/75497/Capex-RUIS-sudah-terealisasi-70

Pasca akuisisi MOPU, RUIS targetkan penambahan pendapatan 1,71% tahun ini
http://investasi.kontan.co.id/v2/read/1313454929/75496/Pasca-akuisisi-MOPU-RUIS-targetkan-penambahan-pendapatan-171-tahun-ini

Harga minyak turun dari posisi tertinggi
http://www.bisnis.com/articles/harga-minyak-turun-dari-posisi-tertinggi

Agung Podomoro Akuisisi JW Marriot Bali Rp300 Miliar
http://economy.okezone.com/read/2011/08/16/278/492494/agung-podomoro-akuisisi-jw-marriot-bali-rp300-miliar

APLN Klaim Obligasinya Oversubscribe 4 Kali
http://economy.okezone.com/read/2011/08/16/278/492491/apln-klaim-obligasinya-oversubscribe-4-kali

16/08: Daily Trading Strategy FX/ Stock Index Futures / Commodity

DOWJONES NEWSWIRE: By Mahdianto and Hilman

Monday, August 15, 2011

Weekend Update for S&P 500 and Mega Bears For "Real"

ChartMatters: Weekend Update for S&P 500 and Mega Bears For "Real"
Below is the latest weekend update from Serge Perreault, a Chartered Accountant and market technician located near Montreal, Canada. Serge has been following the U.S. market in a series of weekly charts. Below is his update on the S&P 500 followed by my regular weekend update on the 3 'real' mega bears: The S&P 500 broke its uptrend support, thus confirming a downtrend from November 2010, on 66% above-average volume and on falling and breaking-support momentum.
Read More: http://www.econmatters.com/2011/08/chartmatters-weekend-update-for-s-500.html

ChartMatters: Global Markets Week In Review - Bear Cubs

The world selloff continued last week, with six of the seven world markets we've been tracking finishing the week with a loss. The FTSE was the solitary market with a gain, and it has now taken over the top spot in table of percentage declines from interim highs. In fact, four of the seven are now in secular bear territory, down 20% or more from their interim highs: The DAX, Nikkei, Hang Seng and Shanghai. And the BSE Sensex, down 19.83, is only a hair's breadth away from joining the other bear cubs

Read More: http://www.econmatters.com/2011/08/chartmatters-global-markets-week-in.html

Lack of Panic Suggests More Market Downside to Come – And Buying Opportunities After That
According to the Bloomberg News, the recent sell-off has scraped a staggering $3 trillion from U.S. markets and a whopping $8 trillion from global markets between July 22 and Monday of this week. And still the pros aren't panicking, which suggests to me there's more downside ahead - a lot more. Indeed, I see the very real possibility that we could re-test the bear-market lows of March 2009.

Read More; http://moneymorning.com/2011/08/12/lack-of-panic-suggests-more-market-downside-to-come-and-buying-opportunities-after-that/

Shah Gilani: We Haven't Hit Bottom, Yet

U.S. markets took a huge hit on Monday (August 7th), with the Dow sliding more than 630 points. But while many investors lost their shirts, Shah Gilani and his Capital Wave Forecast service made gains of 455% (twice), 371% and 197%. What's his secret? And what's ahead for the markets in the next few days and weeks? Learn the answers below…

Read More: http://moneymorning.com/2011/08/12/shah-gilani-we-havent-hit-bottom-yet/

Laporan & Rumor Saham Indonesia 15-08 (Refresh)

Meski Asing Jual, IHSG Tetap Menguat 1,79%. net foreign sell Rp1,5 miliar
http://pasarmodal.inilah.com/read/detail/1765436/meski-asing-jual-ihsg-tetap-menguat-179

IHSG Kembali Dekati Level 4.000 
http://finance.detik.com/read/2011/08/15/161015/1704114/6/ihsg-kembali-dekati-level-4000

Siapa saja bluechips yang paling diburu sore ini?
http://investasi.kontan.co.id/v2/read/1313400195/75468/Siapa-saja-bluechips-yang-paling-diburu-sore-ini

Saham Energi dan Keuangan Dorong Wall Street Naik
http://pasarmodal.inilah.com/read/detail/1765564/saham-energi-dan-keuangan-dorong-wall-street-naik

Pendapatan ISAT Dorong Laba Bersih Jadi Rp681,9 M
http://pasarmodal.inilah.com/read/detail/1765474/pendapatan-isat-dorong-laba-bersih-jadi-rp6819-m

Inilah Daftar 'Top Foreign Buy' Senin (15/8)
http://pasarmodal.inilah.com/read/detail/1765478/inilah-daftar-top-foreign-buy-senin-158

Inilah Daftar 'Top Foreign Sell' Senin (15/8)
http://pasarmodal.inilah.com/read/detail/1765467/inilah-daftar-top-foreign-sell-senin-158

Saham NIKL Teraktif Diperdagangkan Senin (15/8)
http://pasarmodal.inilah.com/read/detail/1765456/saham-nikl-teraktif-diperdagangkan-senin-158

Inilah Hasil Pertemuan Pilot dan Manajemen Garuda
http://pasarmodal.inilah.com/read/detail/1765446/inilah-hasil-pertemuan-pilot-dan-manajemen-garuda

Bank Mandiri Siap Sediakan Dirkeu Garudahttp://pasarmodal.inilah.com/read/detail/1765507/bank-mandiri-siap-sediakan-dirkeu-garuda

BJBR Targetkan Kredit Capai 20% di Akhir 2011
http://pasarmodal.inilah.com/read/detail/1765448/bjbr-targetkan-kredit-capai-20-di-akhir-2011

Yes! Ekonomi Indonesia belum Berpotensi Buble
http://ekonomi.inilah.com/read/detail/1765517/yes-ekonomi-indonesia-belum-berpotensi-buble

Menteri BUMN Minta Telkom Belajar ke Indosat 
http://finance.detik.com/read/2011/08/15/173353/1704226/6/menteri-bumn-minta-telkom-belajar-ke-indosat

Pemerintah Masih Ingin Dirut Indosat Diganti 
http://finance.detik.com/read/2011/08/15/174846/1704235/6/pemerintah-masih-ingin-dirut-indosat-diganti

Bank Mandiri 'Guyur' Rp 40 Triliun ke BUMN 
http://finance.detik.com/read/2011/08/15/202602/1704327/5/bank-mandiri-guyur-rp-40-triliun-ke-bumn

BCA Yakin Bisa Kucurkan Kredit Korporasi Rp 64 Triliun
http://finance.detik.com/read/2011/08/15/182617/1704262/5/bca-yakin-bisa-kucurkan-kredit-korporasi-rp-64-triliun

BRI, Mandiri dan BPD Jatim Suntik Jasa Marga Rp 8 Triliun 
http://finance.detik.com/read/2011/08/15/163021/1704133/5/bri-mandiri-dan-bpd-jatim-suntik-jasa-marga-rp-8-triliun

Aksi penarikan investor, surutkan dana kelolaan dan kinerja reksadana indeks
http://investasi.kontan.co.id/v2/read/1313412721/75482/Aksi-penarikan-investor-surutkan-dana-kelolaan-dan-kinerja-reksadana-indeks

INDS dapat pinjaman Rp 172 miliar
http://investasi.kontan.co.id/v2/read/1313398228/75464/INDS-dapat-pinjaman-Rp-172-miliar

Fitch naikkan peringkat utang nasional jangka panjang PGAS jadi AAA
http://investasi.kontan.co.id/v2/read/1313397879/75463/Fitch-naikkan-peringkat-utang-nasional-jangka-panjang-PGAS-jadi-AAA


Agenda Agustus
15 Agustus  Cum dev Plaza Indonesia 2,5,  cum clpi 27,8, Rupslb CNKO, TRUB
18 Agustus  Rups INCF, Elty, BUMI will publish the material transaction and shares buyback program, lap keu BNBR
19 Agustus  RUPSLB SAIP, kren, cum dev BRNA 90, Lap Keu BNBR
22 Agustus  Cum dev Lppf 14,0,  rupslb BDMN, rups lppf,  NUSANTARA INFRASTRUCTURE RUPSLB, cum dev AKRA 200, Lap Keu BUMI
23 Agustus  Rupslb ERTX, CNTX, BRMS,  BUMI RESOURCES RUPSLB (Bumi said that it plans to seek shareholders' approval on August 23 to buy back shares I assume that the buyback shares size will reach around 3% or around 623 million shares (1.24 million lots) from the market within the usual 18-month period)
24 Agustus  Rups BDMN,  Cum dev PNSE 60, Lap Keu INDF
25 Agustus  cum Dev KREN 9,05
26 Agustus  Rups BIPI,

Harga Logam Dorong Bursa Eropa Positif
http://pasarmodal.inilah.com/read/detail/1765412/harga-logam-dorong-bursa-eropa-positif

Besok, pemerintah bakal lelang SUN senilai Rp 7 triliun
http://investasi.kontan.co.id/v2/read/1313396268/75461/Besok-pemerintah-bakal-lelang-SUN-senilai-Rp-7-triliun

Saham AALI pimpin kenaikan di sektor agrikultur
http://investasi.kontan.co.id/v2/read/1313396521/75462/Saham-AALI-pimpin-kenaikan-di-sektor-agrikultur

Lepas Taro Snack, saham UNVR terbang 1,8%
http://investasi.kontan.co.id/v2/read/1313395548/75458/Lepas-Taro-Snack-saham-UNVR-terbang-18

INILAH.COM, Jakarta - PT Truba Alam Manunggal Engineering Tbk (TRUB) mendapatkan kontrak senilai US$16 juta plus Rp25 miliar hingga semester pertama 2011.

Sekretaris Perusahaan PT Truba Alam Manunggal Engineering Tbk Gamala Katoppo mengatakan, nilai kontrak US$16 juta plus Rp25 miliar itu didapatkan dari empat proyek. Proyek itu antara lain pembangunan smelter PT International Nickel Tbk (INCO), PT Krakatau Daya Listrik, PT Daewoo dan PT Krakatu Steel Tbk (KRAS). Keempat proyek tersebut termasuk proyek jasa konstruksi. "Untuk pembangunan smelter Inco sudah mulai dikerjakan tahun ini, dan diharapkan selesai pada akhir tahun depan," tambah Gamala, Senin (15/8).

Dalam laporan keuangan publikasinya Senin (15/8) dijelaskan kerugian perseroan pada semester 1-2011 ini dipicu kehadiran beban bunga sebesar Rp76,36 miliar, yang sebelumnya tidak ada. Perusahaan juga mencatatkan kerugian usaha sebesar Rp3,19 miliar pada tengah tahun 2011 setelah rugi Rp7,01 miliar tahun lalu. Penjualan juga turun menjadi Rp588,94 miliar pada semester 1-2011 dari Rp692,82 miliar tahun lalu.

*S&P Exec: See No Double Dip US Recession Yet But Risks Higher
*S&P Exec: Asia Likely To Grow Even If US Slips Into Mild Recession
*S&P: China, India, Indonesia Equity Markets More Resilient On Local Demand
 *DJ S&P: See Opportunities In Asia Defensive Stocks, Banks, Food Companies

TP MASA fr CC (Mandiri Sec) Rp 710
 *Indonesia Investment Chief: Posco, Hankook Tire, Caterpillar Interested In Tapping Tax Facility

 *DJ Indonesia Finance Minister: To Issue Regulation On Tax Holiday Today
REMINDER BNBR::: BAPEPAM THURSDAY RECEIVED BNBR'S LETTER OF REQUEST TO CONDUCT QUASI REORGANIZATION WHICH INCLUDES ASSETS REVALUING.
AFTER QUASI REORGANIZATION, BNBR FINANCIAL PEFORMANCE WILL BE POSITIVE AS IT WILL BE ALLOWED TO ERASE DEBTS BUT REDUCED ITS ASSETS AFTER QUASI, BNBR WILL BE ABLE TO GIVE DIVIDEND

REMINDER::: BNBR akan release lap keu tgl 19 Agustus

TRST NOW TRADES AT P/E RATIO OF 6.6X 2011 FORWARD EARNINGS, FAR BELOW ASIAN CHEMICAL INDUSTRIAL AVERAGE P/E RATIO OF 14.4X. AT THAT AVERAGE, TRST SHOULD BE FAIRLY VALUED TA IDR1400. BEST BUY AT ANY LEVELS BELOW IDR700.

JAKARTA. Saham PT Radiant Utama Interinsco (RUIS) terbang cukup tinggi
  hari ini. Pada pukul 14.03, saham RUIS melesat 7,58% menjadi Rp 355. Bahkan   sebelumnya, saham RUIS sempat bertengger di posisi Rp 375 atau naik 11,94%.  Data Bloomberg menunjukkan, sejumlah broker yang memburu saham ini adalah  Waterfront Securities senilai Rp 602,52 juta, CIMB Securities senilai Rp 515,25 juta, dan Indo Premier Securities senilai Rp 461,14 juta.
       Salah seorang sumber KONTAN membisikkan, melonjaknya saham RUIS terkait  aksi korporasi perusahaan. "RUIS tengah dibidik oleh investor asal Arab untuk  diakuisisi," kata sang sumber yang namanya tak mau disebut. Sayang, ia tak mau  mengelaborasi lebih jauh mengenai rumor ini.


REMINDER::: AKRA akan bagi dev idr 200 cum 22 Agt 2011

REMINDER LPCK::: laba sebelum pajak yang terangkat naik menjadi Rp 116,21 miliar di paruh awal tahun ini dibandingkan periode yang sama tahun sebelumnya sebesar Rp 42,24 miliar. Itu artinya, laba sebelum pajak LPCK sudah melonjak 175,11%.
Pos pendapatan usaha LPCK itu terdiri dari pendapatan penjualan tanah industri, penjualan rumah hunian & rumah toko (ruko), pengelolaan kota dan pendapatan lain-lain.

PT Tiga Pilar Sejahtera Food Tbk (AISA) has agreed to acquire production facility and brand of Taro Snack from PT Unilever Indonesia Tbk (UNVR) at the consideration price of more than Rp200 billion. Tiga Pilar will acquire production facilities located in Gunung Putri, Bogor, and Meda, North Sumatra.
Corporate Secretary Yulianni Liyuwardi at Tiga Pilar said Unilever is considering that Taro Snack is not a strategic product. "This is different from us that produces snack," she said as quoted by Investor Daily today.
According to her, Taro Snack will be accretive acquisition for Tiga Pilar as the brand will scout middle to up class consumers, while Tiga Pilar's products are maintain its middle to low class consumers.

REMINDER::: TP MYOR fr CIMB Rp 17.400

Fitch Ratings has affirmed PT Perusahaan Gas Negara's (PGN) long-term foreign-and local-currency issuer default ratings (IDRs) at BB+ and simultaneously revised the outlooks to Positive from Stable. PGN's national long-term rating has also been upgraded to AAA(idn) from AA+(idn). The outlook is stable. These rating actions follow a review of PGN's operating and financial profiles, including the impact from a potential significant increase to its gas purchase costs. "PGN's ratings reflect its dominant position in Indonesia's gas distribution sector and positive domestic demand dynamics. The company has maintained a very strong financial profile for its ratings, with strong free cash generation, low financial leverage and solid liquidity," said Shahim Zubair,

REMINDER::: AKRA akan bagi dev idr 200 cum 22 Agt 2011


1st session on JCI 15.08.11
@ 3,915.595 (+25.069pts) (+0.644%)
H: 3,923.310 ; L: 3,890.802
Value: 1.78 T (NG 197 B )
Volume: 2.26 B (NG 79 M )
Foreign Nett Sell: 63 B

5 most active stocks by value:
BMRI @ 7,250 (+0.69%)
LPCK @ 1,910 (+23.23%)
ASII @ 67,800 (+0.97%)
CPIN @ 2,700 (+3.85%)
BUMI @ 2,650 (0.00%)

5 most active stocks by volume:
ENRG @ 205 (0.00%)
KIJA @ 190 (+6.15%)
BKSL @ 210 (+6.06%)
BNBR @ 65 (0.00%)
BIPI @ 101 (+6.32%)

5 most up:
GTBO @ 99 (+23.75%)
LPCK @ 1,910 (+23.23%)
TRUS @ 530 (+12.77%)
RUIS @ 365 (+10.61%)
SMDM @ 145 (+9.85%)

5 most down:
PTRO @ 35,000 (-12.50%)
CNTX @ 5,300 (-8.62%)
PJAA @ 1,000 (-6.54%)
ACES @ 3,025 (-5,47%)
MFMI @ 290 (-4.92%)

5 Leading Movers:
ASII @ 67,800 (+3.07%)
BBCA @ 8,050 (+2.85%)
BBNI @ 4,300 (+2.16%)
CPIN @ 2,700 (+1.92%)
BDMN @ 5,500 (+1.46%)

5 Lagging Movers:
PGAS @ 3,300 (-2.12%)
GGRM @ 54,650 (-0.67%)
PTRO @ 35,000 (-0.58%)
INDF @ 6,400 (-0.51%)
EXCL @ 5,250 (-0.49%)
Rgds, Nadya Isnaeni Data administrator Research Dept BNI Securities

Lokal Beli, IHSG Sesi 1 Ditutup Naik 0,64%. net foreign sell Rp64,24 miliar.
http://pasarmodal.inilah.com/read/detail/1765324/lokal-beli-ihsg-sesi-1-ditutup-naik-064

Naik 25 Poin, IHSG Kembali ke Level 3900
http://finance.detik.com/read/2011/08/15/121015/1703840/6/naik-25-poin-ihsg-kembali-ke-level-3900

Saham Penggerak Sesi Dua: Properti-Perkebunan
http://pasarmodal.inilah.com/read/detail/1765323/saham-penggerak-sesi-dua-properti-perkebunan

Bapepam Cabut Izin Usaha Mega Capital
http://pasarmodal.inilah.com/read/detail/1765295/bapepam-cabut-izin-usaha-mega-capital

Davomas Rugi Rp14,56 Miliar
http://pasarmodal.inilah.com/read/detail/1765314/davomas-rugi-rp1456-miliar

BEI Buka Suspensi Saham LPCK
http://pasarmodal.inilah.com/read/detail/1765275/bei-buka-suspensi-saham-lpck

Ini Dia Daftar Pemberi Utang ke Pemerintah Indonesia 
http://finance.detik.com/read/2011/08/15/121013/1703836/4/ini-dia-daftar-pemberi-utang-ke-pemerintah-indonesia

Ingin Fokus di Bisnis Utama, Unilever Lepas Taro ke Tiga Pilar 
http://finance.detik.com/read/2011/08/15/110825/1703753/6/ingin-fokus-di-bisnis-utama-unilever-lepas-taro-ke-tiga-pilar

Kenaikan 159 saham tahan indeks di zona hijau pada sesi I
http://investasi.kontan.co.id/v2/read/1313385025/75431/Kenaikan-159-saham-tahan-indeks-di-zona-hijau-pada-sesi-I

Melonjak lebih dari 2%, saham TINS mengekor pergerakan harga timah dunia
http://investasi.kontan.co.id/v2/read/1313380703/75418/Melonjak-lebih-dari-2-saham-TINS-mengekor-pergerakan-harga-timah-dunia


15 Agustus Cum dev Plaza Indonesia 2,5, cum clpi 27,8, Rupslb CNKO, TRUB

Suryamas Dutamakmur Lakukan Kuasi Reorganisasi
http://pasarmodal.inilah.com/read/detail/1765266/suryamas-dutamakmur-lakukan-kuasi-reorganisasi

Bank Dunia Ingatkan Zona Bahaya Baru di Pasar\
http://pasarmodal.inilah.com/read/detail/1765271/bank-dunia-ingatkan-zona-bahaya-baru-di-pasar


Plantation: London Sumatra (LSIP.IJ) announced its CPO production increased by 25.2% y/y to 199.4k tons, driven mainly by higher FFB harvest (+15% y/y) and purchases from third party. Yield for CPO grew by 7.5% y/y to 8.6 tons per ha.
Consumer: Corporate Secretary of Tiga Pilar Sejahtera Food (TPS Food, or AISA.IJ) indicated that the company will acquire Taro Snack factories and machineries located in Bogor (West Java) and Medan (North Sumatra) from Unilever (UNVR.IJ). The operational takeover will take place gradually, TPS Food expects revenue contribution from Taro Snack to kick in starting beginning of 2012. No further details are available on the above.

Mining: Inco (INCO.IJ) announced that its CEO, Tony Wenas, has tendered his resignation from the company. (Kim eng - zp)

PT Myoh Technology Tbk today announces a proposed 8-for-1 reverse stock with PT Kresna Graha Sekurindo Tbk as the standby buyer for the odd lots.
In an official announcement today, following the reverse stock, Myoh's nominal price will rise to Rp200 per share from Rp25.Myoh Tehnologi will seek approval from shareholders meeting scheduled on September 12 2011. Post reverse stock, the company's outstanding stocks will recede to 210.13 million shares from 1.68 billion shares. Portfolio shares will shrink to 289.88 million from 2.32 billion shares as well. Myoh Tehnology plans to issue rights soon after the company completes the reverse stock. The rights issue will be held at the theoretical price at Rp100 per share. 

Mayora Indah    [  PDF  ]
Sales growth focus - by Erwan Teguh / Irenne Achmad
(MYOR IJ / MYOR.JK, OUTPERFORM - Upgraded, Rp14,700 - Tgt. Rp17,400, Food & Beverages)
Upgrade to Outperform with an unchanged target price. On the back of strong Jul sales and margin expansion from lower operating expense, we upgrade our FY11-13 core earnings forecasts by 0.3-2.2%. Although our gross margin expectation for 2H11 is cut slightly from 21% to 20% due to high commodity prices, lower selling expense raises our EBIT margin estimate. (selengkapnya lewat email)

RUMORS: PWON ON PRIVATE PLACEMENT ATY IDR1,260/SHARE TO SINGAPORE KEPPEL LAND. 


Bloomberg; Emerging Markets to Beat Developed Markets in 2H: Morgan Stanley

Bloomberg: Tiga Pilar Rises to 2-Week High After Report on Snack Purchase

Akuisisi merek Taro, saham AISA melonjak ke level tertinggi dua pekan
http://investasi.kontan.co.id/v2/read/1313378191/75413/Akuisisi-merek-Taro-saham-AISA-melonjak-ke-level-tertinggi-dua-pekan

Diversifikasi usaha, saham APLI meroket 4% lebih
http://investasi.kontan.co.id/v2/read/1313378679/75414/Diversifikasi-usaha-saham-APLI-meroket-4-lebih


Bloomberg: Darma Henwa Sells Coal Vista Resources to Thionville Financier

Bloomberg: Morgan Stanley Raises EM Stocks Weighting to Most in 2 1/2 Years

Bloomberg: Nippon Indosari Cancels Plan to Sell Bonds, Bisnis Reports

Bloomberg: Fidelity's Yeung Sees `Attractive' Opportunities in Asia

Bloomberg: Tiga Pilar Buys Taro Snack Brand From Unilever, Daily Reports



DEWA Jual Saham Coal Vista Resources
http://pasarmodal.inilah.com/read/detail/1765247/dewa-jual-saham-coal-vista-resources
 

IHSG Hari Ini Diprediksi Lanjutkan Reli
http://pasarmodal.inilah.com/read/detail/1765243/ihsg-hari-ini-diprediksi-lanjutkan-reli

INILAH.COM, Jakarta - Saham PT Radiant Utama Iterinsco Tbk (RUIS) berpotensi menembus level Rp500-700 dalam waktu dekat. Kabarnya, investor asal Arab Saudi berniat menjalin kerjasama dalam pengelolaan proyek blok migas perseroan di Sumatera. selain itu, dikabarkan investor strategis Timur Tengah tersebut juga sedang menjajaki menjadi pemilik mayoritas saham RUIS. Pada perdagangan Jumat pekan lalu, saham RUIS stagnan di level Rp330.

INILAH.COM, Jakarta - Bank Australia dikabarkan sedang menjajaki akan membeli 7% saham PT Bank Saudara Tbk (SDRA) milik salah satu pendiri melalui private placement. Harga pelaksanaan sekitar Rp230-280 per saham yang mencerminkan PER 2011 di 10,9-14 kali. Seorang pelaku pasar menyatakan, transaksi akan dilakukan pada September mendatang. Hal ini itu mendorong beberapa konsorsium broker lokal dan asing mengerek SDR. Saham SDRA pada perdagangan Jumat pekan lalu naik Rp3 ke level Rp193.

INILAH.COM, Jakarta - PT Delta Dunia Makmur Tbk (DOID) disebut-sebut menyiapkan dana Rp500 miliar untuk membeli kembali (buyback) saham di pasar pada akhir Agustus 2011. Manajemen menilai harga saham saat ini sudah undervalue dan jenuh jual. Harga saham DOID kini mencapai Rp850, di bawah harga rights issue Rp900. Sebelum menggelar buyback, manajemen akan meminta persetujuan pemegang saham. Pada perdagangan akhir pekan lalu, saham DOID ditutup stagnan di level Rp850.

Rekomendasi Saham
IHSG Dapat 'Angin Segar' Penguatan Global
http://finance.detik.com/read/2011/08/15/074215/1703616/6/ihsg-dapat-angin-segar-penguatan-global

IHSG Siap Menguat di Awal Pekan Ini!
http://economy.okezone.com/read/2011/08/15/278/492013/ihsg-siap-menguat-di-awal-pekan-ini

Kolom Aidil Akbar
IHSG Anjlok, Apa Yang Harus Kita Lakukan?
http://finance.detik.com/read/2011/08/15/064827/1703599/722/ihsg-anjlok-apa-yang-harus-kita-lakukan

Laba tinggi berkat rajin ekspansi
http://investasi.kontan.co.id/v2/read/1313370613/75395/Laba-tinggi-berkat-rajin-ekspansi-

Nazaruddin Pulang, IHSG Pun Terguncang
http://pasarmodal.inilah.com/read/detail/1765161/nazaruddin-pulang-ihsg-pun-terguncang

Bursa Asia Menguat, Setelah Pekan yang Buruk
http://pasarmodal.inilah.com/read/detail/1765224/bursa-asia-menguat-setelah-pekan-yang-buruk

Saham Pilihan Satu Bulan ke Depan
http://pasarmodal.inilah.com/read/detail/1765209/saham-pilihan-satu-bulan-ke-depan

ANTM:Showa Denko Tetap Berkomitmen untuk CGA Tayan
http://pasarmodal.inilah.com/read/detail/1765100/antmshowa-denko-tetap-berkomitmen-untuk-cga-tayan

UNVR Realisasikan Capex Rp870 M
http://pasarmodal.inilah.com/read/detail/1765079/unvr-realisasikan-capex-rp870-m

BEI Masih Menunggu Upaya APOL
http://pasarmodal.inilah.com/read/detail/1765060/bei-masih-menunggu-upaya-apol

SRO Fokus Selesaikan STP dan Data Warehouse
http://pasarmodal.inilah.com/read/detail/1765047/sro-fokus-selesaikan-stp-dan-data-warehouse

Inilah Pilihan Saham Senin (15/8)
http://pasarmodal.inilah.com/read/detail/1765108/inilah-pilihan-saham-senin-158

Pasar Layak Cemas atas Italia?
http://pasarmodal.inilah.com/read/detail/1765162/pasar-layak-cemas-atas-italia

Cermati Saham Berbasis Pasar Domestik
http://pasarmodal.inilah.com/read/detail/1764918/cermati-saham-berbasis-pasar-domestik

GMR beli Golden Energy US$ 450 Juta-550 Juta
http://investasi.kontan.co.id/v2/read/1313373615/75402/GMR-beli-Golden-Energy-US-450-Juta-550-Juta

APLI mulai produksi PET akhir September
http://investasi.kontan.co.id/v2/read/1313370005/75393/APLI-mulai-produksi-PET-akhir-September

Impor India kerek harga minyak sawit
http://investasi.kontan.co.id/v2/read/1313368239/75392/Impor-India-kerek-harga-minyak-sawit

Sepanjang pekan lalu, bursa AS tergerus hingga 1,7%
http://investasi.kontan.co.id/v2/read/1313366909/75388/Sepanjang-pekan-lalu-bursa-AS-tergerus-hingga-17

Antam mulai cari dana proyek SGA Mempawah di akhir tahun
http://investasi.kontan.co.id/v2/read/1313366443/75387/Antam-mulai-cari-dana-proyek-SGA-Mempawah-di-akhir-tahun

DSSA akan lepas 30% saham Golden Energy ke perusahaan India
http://investasi.kontan.co.id/v2/read/1313310542/75376/DSSA-akan-lepas-30-saham-Golden-Energy-ke-perusahaan-India

CMNP bidik lima ruas tol di kawasan Jabodetabek
http://investasi.kontan.co.id/v2/read/1313297462/75371/CMNP-bidik-lima-ruas-tol-di-kawasan-Jabodetabek

Rasio emas mencapai level tertinggi 23 tahun terhadap indeks S&P
http://investasi.kontan.co.id/v2/read/1313227107/75358/Rasio-emas-mencapai-level-tertinggi-23-tahun-terhadap-indeks-SP

Sunday, August 14, 2011

Workshop CTA Level II - III September 2011: Terdaftar 10 Orang; Level IV: Terdaftar 9 Orang

Perhatian Kepada Calon Peserta, Harap Transfer untuk WORKSHOP LEVEL II / III / IV setelah 1 September 2011 (Level II - Jakarta) & 14 September (Level III - Surabaya). Kepada Yang Telah Melakukan Transfer, Saya Sudah Terima Dananya. Soal Tempat Akan Di Informasikan Selanjutnya di Blog Ini. Terima Kasih. Happy Zhuan & Sukses Trading. Harap Maklum.

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