Laporan & Rumor Saham Indonesia 20 - 9 (Refresh)

IHSG-Rupiah Melemah Bersama. Foreign net sell Rp 784,926 miliar 
http://finance.detik.com/read/2011/09/20/160807/1726643/6/ihsg-rupiah-melemah-bersama

Aksi Beli Selektif Redam Koreksi IHSG Lebih Lanjut
http://pasarmodal.inilah.com/read/detail/1776404/aksi-beli-selektif-redam-koreksi-ihsg-lebih-lanjut

PENUTUPAN IHSG SESI II
Mendadak bangkit, indeks ditutup dengan penurunan tipis 0,08%
http://investasi.kontan.co.id/v2/read/1316509669/77860/Mendadak-bangkit-indeks-ditutup-dengan-penurunan-tipis-008

Agustus, ELSA Raih Kontrak US$108 Juta
http://pasarmodal.inilah.com/read/detail/1776392/agustus-elsa-raih-kontrak-us108-juta

BEI Harap Anggota Bursa Jaga Daya Saing
http://pasarmodal.inilah.com/read/detail/1776390/bei-harap-anggota-bursa-jaga-daya-saing

Ekspansi, Grup Barito Butuh Dana US$50 Juta
http://pasarmodal.inilah.com/read/detail/1776346/ekspansi-grup-barito-butuh-dana-us50-juta

Chandra Asri Terus Evaluasi 'Rights Issue'
http://pasarmodal.inilah.com/read/detail/1776362/chandra-asri-terus-evaluasi-rights-issue

Rebound, Bursa Eropa Cuekin Downgrade Italia
http://pasarmodal.inilah.com/read/detail/1776373/rebound-bursa-eropa-cuekin-downgrade-italia

Solusi Tunas Pratama Targetkan Pendapatan Rp300 M
http://pasarmodal.inilah.com/read/detail/1776312/solusi-tunas-pratama-targetkan-pendapatan-rp300-m

Realisasi capex LPPF saat ini belum mencapai 30%
http://investasi.kontan.co.id/v2/read/1316506666/77850/Realisasi-capex-LPPF-saat-ini-belum-mencapai-30

Merger Matahari-Meadow efektif akhir September
http://investasi.kontan.co.id/v2/read/1316505667/77847/Marger-Matahari-Meadow-efektif-akhir-September

Wah, CDS Indonesia menanjak tergiring sentimen Eropa
http://investasi.kontan.co.id/v2/read/1316497070/77828/Wah-CDS-Indonesia-menanjak-tergiring-sentimen-Eropa

Waduh, bursa emerging market terjatuh ke level terendah dalam 14 bulan
http://investasi.kontan.co.id/v2/read/1316498492/77831/Waduh-bursa-emerging-market-terjatuh-ke-level-terendah-dalam-14-bulan

Blok Libya Medco Siap Beroperasi Lagi Bulan Depan 
http://finance.detik.com/read/2011/09/20/145411/1726487/6/blok-libya-medco-siap-beroperasi-lagi-bulan-depan

REMINDER::: LIPPO GROUP MAY SELL MPPA STAKE TO AMERICAN RETAIL GROUP (ARG) AT IDR1,890/SHARE. ARG is the US retail division of family-owned Brenninkmeyer, a Dutch conglomerate. ARG has sold off all of its 600-plus retail stores in the US, including the Anchor Blue, Eastern Mountain Sports, Maurices (to Dress Barn), and Miller's Outpost chains, among others, but maintains extensive retail operations in continental Europe (C&A) and Brazil. ARG PLANS TO INVEST IN ASIA VIA INDONESIA.

BUY BKSL waiting merrilynch riset target price 550

Terpuruk 1% lebih, IHSG masih enggan beranjak dari zona merah
http://investasi.kontan.co.id/v2/read/1316494968/77823/Terpuruk-1-lebih-IHSG-masih-enggan-beranjak-dari-zona-merah

Saham Perdana Solusi Ditawarkan Rp3.200-3.800
http://pasarmodal.inilah.com/read/detail/1776287/saham-perdana-solusi-ditawarkan-rp3200-3800

Dolar Terus Menguat, Tembus Rp 9.050 
http://finance.detik.com/read/2011/09/20/102215/1726137/6/dolar-terus-menguat-tembus-rp-9050

IHSG Masih Koreksi, Investor Wait & See Dulu
http://pasarmodal.inilah.com/read/detail/1776299/ihsg-masih-koreksi-investor-wait-see-dulu

CIMB Niaga Raih Peringkat Teratas Swasta Listed
http://pasarmodal.inilah.com/read/detail/1776285/cimb-niaga-raih-peringkat-teratas-swasta-listed

Saham Perdana SMR Utama Ditawarkan di Harga Rp600
http://pasarmodal.inilah.com/read/detail/1776249/saham-perdana-smr-utama-ditawarkan-di-harga-rp600

Wow! Utang Pemerintah Tembus Rp 1.744,34 Triliun 
http://finance.detik.com/read/2011/09/20/114231/1726225/4/wow-utang-pemerintah-tembus-rp-174434-triliun

Diversifikasi ke Tambang Emas, Agis Gandeng Partner Strategis 
http://finance.detik.com/read/2011/09/20/102201/1726136/6/diversifikasi-ke-tambang-emas-agis-gandeng-partner-strategis

Jual saham TPIA, saham BRPT melonjak ke level tertinggi delapan bulan
http://investasi.kontan.co.id/v2/read/1316493364/77819/Jual-saham-TPIA-saham-BRPT-melonjak-ke-level-tertinggi-delapan-bulan

Berniat menerbitkan right issue dan obligasi, saham CFIN tersungkur
http://investasi.kontan.co.id/v2/read/1316490743/77812/Berniat-menerbitkan-right-issue-dan-obligasi-saham-CFIN-tersungkur

Ekspansi ke sektor biji besi mendorong saham KRAS hingga 1% lebih
http://investasi.kontan.co.id/v2/read/1316491066/77813/Ekspansi-ke-sektor-biji-besi-mendorong-saham-KRAS-hingga-1-lebih-

Saham INCO terseret penurunan harga nikel dunia
http://investasi.kontan.co.id/v2/read/1316489867/77809/Saham-INCO-terseret-penurunan-harga-nikel-dunia

CFIN sudah ajukan dua dokumen ke Bapepam-LK
http://investasi.kontan.co.id/v2/read/1316490450/77810/CFIN-sudah-ajukan-dua-dokumen-ke-Bapepam-LK

Siam Cement beli 30% saham Chandra Asri
http://investasi.kontan.co.id/v2/read/1316489162/77808/Siam-Cement-beli-30-saham-Chandra-Asri

Sept. 20 (Bloomberg) -- PT Medco Energi Internasional plans
to resume operation of its Area 47 oil block in Libya next
month, President Director Lukman Mahfoedz said in Jakarta today

Alam Sutera (ASRI IJ) – raising FY11 target to 56% YoY growth over 2010.  8M11 sales reached Rp1.9tn, hence already surpassing their FY11 target of Rp1.75tn. ASRI has increased FY11 sales target to Rp2.2 - 2.5tn, translating into 37% to 56% YoY increase from FY10.   (CLSA - kz)
 
Menkeu sudah memerintahkan PIP dan institusi pendamping untuk beli saham dan obligasi serta menjaga rupiah dari kejatuhan. PIP dan institusi pendamping dikabarkan menyiapkan sekitar Rp12 trilyun untuk operasi pasar yang akan dimulai sore ini.

*DJ Barito Shares Up 5.5% At IDR950 After News Of Sale Of 7.1% Stake In Chandra

BRPT TO RAISE IDR877 BILLION FROM SELLING 7.1% TPIA
2011 NET PROFIT MAY RISE TO IDR1.1 TRILLION VS IDR 559 BILLION IN NET LOSS IN 2010

Agenda 20 September  Rups KIJA, SURYAMAS DUTAMAKMUR (SMDM) RUPSLB,  MATAHARI DEPARTMENT STORE (MPPA) RUPSLB,

BLOOMBERG: *INDONESIA STOCKS MAY LAG BEHIND REGIONAL PEERS: CREDIT SUISSE. *INDONESIA STOCKS MAY LAG BEHIND REGIONAL PEERS.     Philippine, Indonesia Stocks Most Crowded Trade: Credit Suisse

Bloomberg: Bukit Asam to Raise Stake in Railway Venture to 30%, Daily Says

Bloomberg: *PALM OIL FUTURES DROP AS MUCH AS 0.6% TO 3,023 RINGGIT A TON

Bloomberg: Rubber Futures Slump as Much as 3.5% in Tokyo

Bloomberg; Asia Currencies at Six-Month Low on Europe Woes, Growth Concern

Bloomberg: FX: Asian Currencies May Fall More, BOT-Mitsubishi UFJ Say

Bloomberg: Siam Cement’s SCG Chemicals Unit Buys Stake in Chandra Asri. *SCG CHEMICALS BUYS CHANDRA ASRI STAKE AT 4,088 RUPIAH/SHR

Bloomberg: Rupiah Drops as Foreign Funds Dump Assets, S&P Cuts Italy Rating

Bloomberg: Hanwha Chemical Says No Longer in Talks to Buy Indonesia Company

Bloomberg; BofAML Raises Dollar End-2011 Forecasts vs Most Asian Currencies

Inilah Saham Pilihan Selasa (20/9)
http://pasarmodal.inilah.com/read/detail/1776100/inilah-saham-pilihan-selasa-209

Rekomendasi Saham
IHSG Masih dalam Tekanan 
http://finance.detik.com/read/2011/09/20/074418/1726033/6/ihsg-masih-dalam-tekanan

Sektor Bank & Semen Jadi Penolong Tekanan IHSG
http://pasarmodal.inilah.com/read/detail/1776231/sektor-bank-semen-jadi-penolong-tekanan-ihsg

Diincar Fund Manager, LTLS Berpotensi ke Rp1.500
http://pasarmodal.inilah.com/read/detail/1776229/diincar-fund-manager-ltls-berpotensi-ke-rp1500

Jadi Target Akuisisi, Cermati Saham HADE
http://pasarmodal.inilah.com/read/detail/1776228/jadi-target-akuisisi-cermati-saham-hade

Pilih Saham yang Diburu Asing!
http://pasarmodal.inilah.com/read/detail/1776065/pilih-saham-yang-diburu-asing

Bursa Asia Tergelincir Setelah Downgrade Italia
http://pasarmodal.inilah.com/read/detail/1776221/bursa-asia-tergelincir-setelah-downgrade-italia

Saatnya Bargain Hunting Saham Penggerak
http://pasarmodal.inilah.com/read/detail/1776073/saatnya-bargain-hunting-saham-penggerak

Wuih, CPIN Raih Kredit Sindikasi US$250 Juta
http://pasarmodal.inilah.com/read/detail/1776088/wuih-cpin-raih-kredit-sindikasi-us250-juta

Inilah Daftar 'Net Foreign Buy' Senin (19/9)
http://pasarmodal.inilah.com/read/detail/1776052/inilah-daftar-net-foreign-buy-senin-199

INTA Lebih Lirik Bisnis Tambang Batubara
http://pasarmodal.inilah.com/read/detail/1776183/inta-lebih-lirik-bisnis-tambang-batubara

Hanya Intervensi BI Bisa Redam Rupiah
http://pasarmodal.inilah.com/read/detail/1776048/hanya-intervensi-bi-bisa-redam-rupiah

HERO Rencana Naikkan Likuiditas Transaksi Saham
http://pasarmodal.inilah.com/read/detail/1776002/hero-rencana-naikkan-likuiditas-transaksi-saham

Buntut Askrindo, izin dua MI dicabut
http://investasi.kontan.co.id/v2/read/1316484723/77792/Buntut-Askrindo-izin-dua-MI-dicabut

KBRI terbitkan HMETD karena tak sanggup bayar utang
http://investasi.kontan.co.id/v2/read/1316484125/77790/KBRI-terbitkan-HMETD-karena-tak-sanggup-bayar-utang

Ekonom : Harus banyak perusahaan IPO untuk mencegah penggelembungan nilai
http://investasi.kontan.co.id/v2/read/1316483925/77789/Ekonom-Harus-banyak-perusahaan-IPO-untuk-mencegah-penggelembungan-nilai

Kondisi tak tentu, saatnya jual SUN
http://investasi.kontan.co.id/v2/read/1316479713/77781/Kondisi-tak-tentu-saatnya-jual-SUN

Harga minyak melorot setelah S&P pangkas peringkat utang Italia
http://investasi.kontan.co.id/v2/read/1316480837/77782/Harga-minyak-melorot-setelah-SP-pangkas-peringkat-utang-Italia

Danareksa urus emisi obligasi Rp 1 triliun
http://investasi.kontan.co.id/v2/read/1316477696/77777/Danareksa-urus-emisi-obligasi-Rp-1-triliun

Schroder: Tahun ini kinerja reksadana saham akan sulit ungguli IHSG
http://investasi.kontan.co.id/v2/read/1316441905/77768/Schroder-Tahun-ini-kinerja-reksadana-saham-akan-sulit-ungguli-IHSG

Kembangkan sektor cooking coal, KRAS akan bentuk anak usaha baru
http://investasi.kontan.co.id/v2/read/1316435400/77757/Kembangkan-sektor-cooking-coal-KRAS-akan-bentuk-anak-usaha-baru

IMAS tambah kepemilikan 24,5% saham di IMG Sejahtera
http://investasi.kontan.co.id/v2/read/1316427099/77744/IMAS-tambah-kepemilikan-245-saham-di-IMG-Sejahtera

OPEC: Hingga akhir tahun, minyak akan bertahan di level sekarang ini
http://investasi.kontan.co.id/v2/read/1316425692/77740/OPEC-Hingga-akhir-tahun-minyak-akan-bertahan-di-level-sekarang-ini

 Trades of the Day...
Fundamentally:
CIMB mempertahankan rating sektor perbankan pada NEUTRAL. Outlook akan membaik apabila forex LDR kembali turun dalam beberapa bulan kedepan, dengan kenaikan RRR pada forex deposit dari 1% ke 8%. Top picks kami tetap pada BMRI & BBKP dengan TP Rp9300 dan Rp1320.

Coal :China’s second biggest coal producers suspended.
What is happening?
China’s benchmark thermal-coal price at Qinhuangdao port rose for the first time in 12 weeks after the nation’s second-biggest coal producer was ordered to suspend underground mining in Shanxi province following deaths.
What is our view?
This event will be bullish for coal price globally in short term and will benefit  Indonesia coal companies such as; HRUM,PTBA,BRAU,ADRO,ITMG

London-listed company Bumi Plc today announces a lower conversion price on its US$2.01 billion convertible bonds (CB) that will be issued in return for 20.85 billion shares or 75.1% stake in non-coal company PT Bumi Resources Minerals Tbk (BRMS), a subsidiary of PT Bumi Resources Tbk (BUMI).
In a prospectus published today, the conversion price is set at 11.80 pound sterling per share, a 25.69% lower than the previous plan at 15.88 pound sterling per share.

By Andrew Janes
    Sept. 20 (Bloomberg) -- Indonesia’s rupiah dropped below
9,000 per dollar for the first time since Feb. 7.
    The currency has weakened more than 5 percent this month
and traded as low as 9,003 earlier today, according to data
compiled by Bloomberg.

Dow.      11401.01.  -108.08.  -0.94%
Nasdaq.   2612.83.  -9.48.      -0.36%
S&P 500. 1204.09.  -11.92.    -0.98%
FTSE.       5259.56.  -108.85.  -2.03%
Dax.         5415.91.  -157.60.  -2.83%
CAC40.     2940.00.  -91.08.    -3.00%

Oil.             85.70.   -2.26.       -2.25%
Gold.       1781.000 -33.700.   -1.86%

IDR.      9045.(Source: yahoo finance)
Euro.  1.3676

TLKM.  33.21. -0.49.-1.43%. Rp7510  ISAT.    31.33. -1.17 -3.60%. Rp5668
BumiPLC.983.000. -1.500.  -0.152% 

EIDO.        28.890. -1.620.  -5.310%

Timah.      22775. -550.      -2.37%.  Nickel.      20915. -800.      -3.68% 

CPONov3041RM-29RM-0.94%$980
Corn.          692.250+0.250.+0.04%
SoybeanOil.55.840. -1.020.  -1.79%
Wheat.      673.000.-15.250. -2.22%

Coal 16Sep 123.57vs.124.32(2 Sept)

It Ain't Get Better, But Getting Worse; @IHSG >>> Bear Attack 200 Day MA

IHSG

RUPIAH

DJIA

GOLD in RUPIAH

What It Takes to Become a Millionaire

The idea of becoming a millionaire may seem like a pipe dream.
When it comes to retirement, most Americans doubt they've saved or invested enough to retire comfortably, let alone reach that million-dollar milestone. A new AP-CNBC poll finds nearly one-third (31 percent) of U.S. residents believe they would need a minimum savings of $100,000 to $500,000 if retiring this year in order to be confident of living comfortably in retirement, and 22 percent believe the minimum is $1 million or more to retire comfortably.

Read More: http://www.cnbc.com/id/44559645

http://www.bankrate.com/calculators/savings/saving-million-dollars.aspx

Market Setting Up For Pre-Fed Meeting Rally And Post-Fed Meeting Decline
Financial markets have fully absorbed most of the hits that I have expected would come its way in September. For this reason, global equity markets may exhibit a positive technical bias in the context of a “relief rally” between now and the next Fed meeting on September 20-21. For this reason I expect to have closed out all bearish positions before the close today.

Read More: http://seekingalpha.com/article/293674-market-setting-up-for-pre-fed-meeting-rally-and-post-fed-meeting-decline

The Looming Bear Market: What You Can do That Washington Can't and Wall Street Won't
I just finished a battery of media appearances on Fox Business, Bloomberg, BNN and CNBC Asia, and without exception I was asked about two things: President Barack Obama's jobs bill and the U.S. Federal Reserve's "QE3."

read More: http://moneymorning.com/2011/09/19/the-looming-bear-market-what-you-can-do-that-washington-cant-and-wall-street-wont/

What Wall Street doesn’t want us to know about oil prices
The top six financial institutions in this country own assets equal to more than 60 percent of our gross domestic product and possess enormous economic and political power. One of the great questions of our time is whether the American people, through Congress, will control the greed, recklessness and illegal behavior on Wall Street, or whether Wall Street will continue to wreak havoc on our economy and the lives of working families.

Read more: http://www.washingtonpost.com/opinions/what-wall-street-doesnt-want-us-to-know-about-oil-prices/2011/09/14/gIQAiOodVK_story.html

Laporan & Rumor Saham Indonesia 19-09 (Refresh)

2nd SESSION on JCI 19.09.11
@3755.05 (-80.12pts) (-2.08 %) (H:3834.08 ; L: 3739.51)
Value:  3.09 T (NG 487 B )  
Volume: 3.23 B (NG  555 M )
Foreign Nett Sell:  95 B      
USD/IDR: 8840

JCI for today:
Support:       3710 ; 3670
Resistance:    3800 ; 3850

6 MARKET DRIVEN BY SECTOR
FINANCE (-2.87%) (772.501 B )
MANUFACTURE (-2.31%) (722.616 B )
MINING (-1.62%) (615.156 B )
TRADE (-1.53%) (402.701 B )
INFRASTRUC (-1.11%) (361.894B )
MISC-IND (-1.63%) (284.491 B )

6 NETT BUY STOCKs BY FOREIGN
MAPI @5200 (18.71B )
BMRi @6350 (18.15B )
ADRo @1940 (15.63B )
BUMI @2650 (15.09B )
HRUM @8100 (13.81 B )
EXCL @5050 (12.15B )

6 Nett Sell Foreign Stock:
BBRI.  @6150. (53.79 B )
PGAS @2575 (39.38 B )
INDF.  @5400. (21.93 B )
INTP.  @13350 (17.51 B )
PTBA @17600 (10.28 B )
ICBP.  @5300.  ( 9.07 B )

6 MOST ACTIVE BY VALUE
BUMI @2650 (-1.85%).  (271.43 B )
BMRI @6350 (-4.51%).  (239.89B )
BBRi. @6150 (-4.65%).  (180.84 B )
ASII.  @65000 (-1.37%) (161.21 B )
PGAS@2575 (-3.74%). (92.82 B )
MAPI @5200 (+5.58%). (85.32 B )

6 MOST ACTIVE BY VOLUME
ENRG @165 (-7.3%). (422.046 M )
TMPI @205 (+3.02%) (327.623 M )
ELTY @131(-2.96%). (160.599 M )
BNBR @60 (-3.23%0 ( 149.577 M )
ELTY-W @4 (-33.33%) ( 128.304 M )
BUMI @2650 (-1.85%) ( 101.748 M )

Awal Pekan, Eksternal Tekan IHSG Dekati 3.700
http://pasarmodal.inilah.com/read/detail/1775987/awal-pekan-eksternal-tekan-ihsg-dekati-3700

Penuh Tekanan Jual, IHSG Terjungkal 80 Poin 
http://finance.detik.com/read/2011/09/19/160854/1725763/6/penuh-tekanan-jual-ihsg-terjungkal-80-poin

Hanya 22 saham yang naik, indeks tersungkur di penutupan sore
http://investasi.kontan.co.id/v2/read/1316423232/77733/Hanya-22-saham-yang-naik-indeks-tersungkur-di-penutupan-sore

Saham PNIN Teraktif Diperdagangkan Senin (19/9)
http://pasarmodal.inilah.com/read/detail/1775995/saham-pnin-teraktif-diperdagangkan-senin-199

Akhir 2011, KS Lahirkan Krakatau Natural Resources
http://pasarmodal.inilah.com/read/detail/1775996/akhir-2011-ks-lahirkan-krakatau-natural-resources

Skeptis atas Eropa, Rupiah Terjungkal (Lagi)
http://pasarmodal.inilah.com/read/detail/1775997/skeptis-atas-eropa-rupiah-terjungkal-lagi

Hatta: Pelemahan Rupiah Hanya Sementara, Jangan Panik
http://finance.detik.com/read/2011/09/19/162852/1725803/6/hatta-pelemahan-rupiah-hanya-sementara-jangan-panik

Trikomsel Tambah Saham Publik Awal Tahun Depan 
http://finance.detik.com/read/2011/09/19/144849/1725491/6/trikomsel-tambah-saham-publik-awal-tahun-depan

OPEC: Hingga akhir tahun, minyak akan bertahan di level sekarang ini
http://investasi.kontan.co.id/v2/read/1316425692/77740/OPEC-Hingga-akhir-tahun-minyak-akan-bertahan-di-level-sekarang-ini

Dikabarkan tambah capex, saham MAPI cetak rekor tertinggi
http://investasi.kontan.co.id/v2/read/1316423976/77736/Dikabarkan-tambah-capex-saham-MAPI-cetak-rekor-tertinggi

Penggabungan usaha bakal bebani keuangan LPPF
http://investasi.kontan.co.id/v2/read/1316423106/77734/Penggabungan-usaha-bakal-bebani-keuangan-LPPF-

OKAS sudah kantongi fasilitas pinjaman US$ 25 juta
http://investasi.kontan.co.id/v2/read/1316423054/77731/OKAS-sudah-kantongi-fasilitas-pinjaman-US-25-juta

Join operation ADHI - Goldstar raih proyek senilai US$ 931,48 juta
http://investasi.kontan.co.id/v2/read/1316421733/77728/Join-operation-ADHI-Goldstar-raih-proyek-senilai-US-93148-juta

Solusi Tunas incar dana IPO sebesar Rp 300 miliar
http://investasi.kontan.co.id/v2/read/1316419047/77724/Solusi-Tunas-incar-dana-IPO-sebesar-Rp-300-miliar

Penjualan Asing Makin Tekan Akhir Sesi I IHSG. net foreign sell Rp43,7 miliar.
http://pasarmodal.inilah.com/read/detail/1775885/penjualan-asing-makin-tekan-akhir-sesi-i-ihsg
 
Investor Waspada Krisis Utang Eropa, IHSG Lesu 
http://finance.detik.com/read/2011/09/19/120429/1725307/6/investor-waspada-krisis-utang-eropa-ihsg-lesu

BBRI, UNVR, dan ASII menjadi bluechip penggerus indeks terbesar di sesi I
http://investasi.kontan.co.id/v2/read/1316409716/77708/BBRI-UNVR-dan-ASII-menjadi-bluechip-penggerus-indeks-terbesar-di-sesi-I

Koreksi Berlanjut, Cermati Saham Kriteria Khusus
http://pasarmodal.inilah.com/read/detail/1775874/koreksi-berlanjut-cermati-saham-kriteria-khusus

Krisis Utang Euro Picu Saham Eropa Bakal Anjlok
http://pasarmodal.inilah.com/read/detail/1775906/krisis-utang-euro-picu-saham-eropa-bakal-anjlok

Naik Tajam, Saham Agis Diawasi
http://pasarmodal.inilah.com/read/detail/1775902/naik-tajam-saham-agis-diawasi

Trikomsel Rencana Tambah Modal Awal 2012
http://pasarmodal.inilah.com/read/detail/1775921/trikomsel-rencana-tambah-modal-awal-2012

Biayai proyek PLTU Sumsel-5, DSSA jual aset senilai Rp 129 miliar
http://investasi.kontan.co.id/v2/read/1316408727/77706/Biayai-proyek-PLTU-Sumsel-5-DSSA-jual-aset-senilai-Rp-129-miliar

Our annual flagship event of the year is opening today: the 18th CLSA Investor Forum (IF) in Hong Kong. Months of hard work went into the preparations of theconference. This year promises to be the largest and hopefully the most interesting of IFs just yet.
Over 600 senior executives from over 210 corporates will participate in the week-long conference. And a record 1700 investors from all around the world will join the event. We have scheduled over 3440 meetings (2700 private meetings).
Whats the big deal? What is the IF offering?

From Indonesia, there will be a contingent of nine companies
    * Astra International (ASII IJ) As the largest listed conglomerate in Indonesia, ASII is the proxy to Indonesia.
    * Bank Central Asia (BBCA IJ) BBCA is the transaction bank in the country best deposit taking franchise.
    * Bank Rakyat Indonesia (BBRI IJ) Largest micro-finance lender in the country
    * Bank Mandiri (BMRI IJ) One of the best run SOE bank. Closing in on BCA on deposit taking franchise.
    * Media Nusantara Citra (MNCN IJ) The largest integrated media company in Indonesia
    * Lippo Karawaci (LPKR IJ) LPKR is one of the countrys largest listed property developers and the only with a national chain of hospitals.
    * Adaro Energy (ADRO IJ) ADRO is Indonesias 2nd largest coal player. We recently

We recently put a negative call on ADRO for uncertainty surrounding its 2 new coal acquisitions
# BUMI Resources (BUMI IJ) Indonesias largest coal mine. Very leveraged into coal spot prices and a deleveraging play.
# Indofood (INDF IJ) One of the largest consumer plays in the country. Dominant presence in instant noodles and flour. (clsa -kz)

*DJ Bank Indonesia Likely Sold $50 Mln At IDR8,870 - Dealers
*DJ Bank Indonesia Bought IDR1.73 Tln Government Bonds Friday

UNSP: 350-500. Full year net profit could exceed IDR950 billion (EPS: IDR70), up 18% from IDR806 billion at the end of 2010. It is now trading at a p/e ratio of only 5.28X 2011 earnings, far below the industrial average p/e ratio of 15X. At that average UNSP should be fairly valued at IDR1,100. Best buy is at any levels below IDR370.

PT Mitra Adiperkasa Tbk (MAPI) pemegang merek swalayan Metro mengikuti non-deal roadshow yang diselenggarakan CLSA, di Paris, Perancis, Jumat (16/9). Demikian mengutip keterbukaan informasi yang diterbitkan BEI, hari ini. Perseroan akan memperkenalkan kepada investor sebagai perusahaan ritel terkemuka di Indonesia. Selama ini MAPI telah mengakuisisi produk-produk berkualitas dalam dan luar negeri. Pada bulan Juli lalu, perseroan menggandeng Marks & Spencer Food untuk melebarkan bisnis menjadi 12 buah gerai di Jakarta, Bandung, Surabaya, Bali dan Medan.

Agenda ::: 19 September Rups KIAS
20 September Rups KIJA, SURYAMAS DUTAMAKMUR (SMDM) RUPSLB, MATAHARI DEPARTMENT STORE (MPPA) RUPSLB,
21 September Rups KBRI, BATAVIA PROSPERINDO FINANCE (BPFI) RUPSLB, rupslb Indonesia paradise property, Sidang FOMC
22 September rups argo pantes, BANK PUNDI INDONESIA RIGHT ISSUE, RASIO 6:5 (100) CUM , Rups ADMF, Rups Tanah Laut, CATUR SENTOSA ADIPRANA (CSAP) DIVIDEND, RP 2 CUM
23 September rups CFIN, Skedul Pembayaran Hutang Yunani
26 September Rups AMAG,
27 September Cum Right Issue KIJA 219:500 (250), INCO RUPSLB, RUPSLB KIAS 

Bloomberg: Garuda’s Citilink Says Airbus A320 Flights to Start Sept. 23

Bloomberg: Global Land to Build 3 Trillion Rupiah Resort, Kontan Reports

Intan Baruprana Finance Rencana IPO 2013
http://pasarmodal.inilah.com/read/detail/1775819/intan-baruprana-finance-rencana-ipo-2013

IPO, Solusi Tunas Pratama Lepas 16,5% Saham
http://pasarmodal.inilah.com/read/detail/1775824/ipo-solusi-tunas-pratama-lepas-165-saham

BCA Beli 75% Saham Dinamika Usaha Jaya
http://pasarmodal.inilah.com/read/detail/1775826/bca-beli-75-saham-dinamika-usaha-jaya

Telkom Siap Jual Beberapa Anak Usaha di Bursa 
http://finance.detik.com/read/2011/09/19/101012/1725208/6/telkom-siap-jual-beberapa-anak-usaha-di-bursa

Hingga Agustus, PTPP baru dapat kontrak baru sebesar Rp 6,3 triliun
http://investasi.kontan.co.id/v2/read/1316403342/77691/Hingga-Agustus-PTPP-baru-dapat-kontrak-baru-sebesar-Rp-63-triliun

Saham AALI dan LSIP tergerus pada transaksi pagi ini
http://investasi.kontan.co.id/v2/read/1316404353/77695/Saham-AALI-dan-LSIP-tergerus-pada-transaksi-pagi-ini

Investor kembali mengoleksi emas
http://investasi.kontan.co.id/v2/read/1316407016/77701/Investor-kembali-mengoleksi-emas

DJ UPDATE: Moody's: Indonesia Repatriation Rule Is Negative For Coal, Palm-Oil
   --Indonesia's export proceeds repatriation rule credit negative for coal,
  crude palm oil exporters
      --Rule will hit hardest marginal, unlisted and unrated exporters
      --Rule will disadvantage foreign creditors and make them less willing to
  invest in Indonesian corporate debt  
  By I Made Sentana     Of DOW JONES NEWSWIRES  
    
JAKARTA (Dow Jones)--Bank Indonesia's planned rule requiring companies to bring all foreign exchange proceeds to onshore banks is credit negative for Indonesian major coal and palm-oil exporters, potentially reducing their   access to cross-border debt financing,(selengkapnya email)

Bloomberg: *PALM OIL FUTURES LOSE AS MUCH AS 1.1% TO 3,043 RINGGIT PER TON

Bloomberg: Asian Stocks Fall on Concern Europe Woes Will Slow World Growth

Bloomberg: Indomobil Expects to Double Coal Output Next Year, Kontan Says

Bloomberg: Bumi to Sell Stake in Metal Mining Unit For 17.5t Rupiah

Bloomberg: Intraco Plans to Sell 1.3 Trillion Rupiah of Bonds, Daily Says

Bloomberg: Bank Indonesia’s Sarwono Confirms Rupiah Intervention: WSJ Link

Inilah Pilihan Saham Senin (19/9)
http://pasarmodal.inilah.com/read/detail/1775603/inilah-pilihan-saham-senin-199

Rekomendasi Saham
Investor Masih Waspada, IHSG Berpotensi Menguat 
http://finance.detik.com/read/2011/09/19/074125/1725119/6/investor-masih-waspada-ihsg-berpotensi-menguat

Analis: Indeks berpotensi melanjutkan penguatan akhir pekan
http://investasi.kontan.co.id/v2/read/1316397638/77678/Analis-Indeks-berpotensi-melanjutkan-penguatan-akhir-pekan

Inilah Faktor Penekan IHSG Hari Ini
http://pasarmodal.inilah.com/read/detail/1775810/inilah-faktor-penekan-ihsg-hari-ini

Pilih Saham Penggerak Pasar!
http://pasarmodal.inilah.com/read/detail/1775600/pilih-saham-penggerak-pasar

Rupiah mendekati level terlemah dalam tujuh bulan terakhir
http://investasi.kontan.co.id/v2/read/1316398166/77680/Rupiah-mendekati-level-terlemah-dalam-tujuh-bulan-terakhir

Bumi Plc Bayar 75,1% Saham BUMI di BRM dengan CB
http://pasarmodal.inilah.com/read/detail/1775811/bumi-plc-bayar-751-saham-bumi-di-brm-dengan-cb

Rencana Akuisisi CamGSM, 'Buy' Telkom
http://pasarmodal.inilah.com/read/detail/1775812/rencana-akuisisi-camgsm-buy-telkom

Daewoo Naikkan Target Price UNSP ke Rp550
http://pasarmodal.inilah.com/read/detail/1775806/daewoo-naikkan-target-price-unsp-ke-rp550

Financial Engineering Bakrie 1 Level Lebih Tinggi
http://pasarmodal.inilah.com/read/detail/1775656/financial-engineering-bakrie-1-level-lebih-tinggi

Citra Bumi Sentosa Tender Offer Saham AIMS
http://pasarmodal.inilah.com/read/detail/1775616/citra-bumi-sentosa-tender-offer-saham-aims

PNIN Targetkan Laba Bersih Akhir 2011 Rp 700 M
http://pasarmodal.inilah.com/read/detail/1775793/pnin-targetkan-laba-bersih-akhir-2011-rp-700-m

Diincar Investor Asing, Cermati Saham DAVO
http://pasarmodal.inilah.com/read/detail/1775805/diincar-investor-asing-cermati-saham-davo

ASRI bangun kondotel Rp 500 miliar di Bali
http://investasi.kontan.co.id/v2/read/1316397621/77679/ASRI-bangun-kondotel-Rp-500-miliar-di-Bali

Saham eksportir Asia dilanda aksi jual, bursa Asia tergerus
http://investasi.kontan.co.id/v2/read/1316396484/77676/Saham-eksportir-Asia-dilanda-aksi-jual-bursa-Asia-tergerus

REPO BNBR
BNBR bayar repo ke Recapital Rp 30 miliar
http://investasi.kontan.co.id/v2/read/1316393154/77672/BNBR-bayar-repo-ke-Recapital-Rp-30-miliar

Indomobil mulai mengeduk batubara
http://investasi.kontan.co.id/v2/read/1316389371/77668/Indomobil-mulai-mengeduk-batubara

Nilai kontrak baru ADHI capai Rp 8,2 triliun
http://investasi.kontan.co.id/v2/read/1316341485/77659/Nilai-kontrak-baru-ADHI-capai-Rp-82-triliun

Selain IPO, Solusi Tunas juga ingin terbitkan obligasi
http://investasi.kontan.co.id/v2/read/1316328232/77656/Selain-IPO-Solusi-Tunas-juga-ingin-terbitkan-obligasi

KPIG berniat bangun resor senilai Rp 3 triliun
http://investasi.kontan.co.id/v2/read/1316322537/77654/KPIG-berniat-bangun-resor-senilai-Rp-3-triliun

Tuscany menargetkan Apexindo bisa kembali go public
http://investasi.kontan.co.id/v2/read/1316236675/77640/Tuscany-menargetkan-Apexindo-bisa-kembali-go-public

Trades of the Day... Fundamentally: CIMB mempertahankan rating Ace Hardware pada OUTPERFORM dengan target harga Rp3700. Aug SSSG naik ke all time high 44.6% (YTD SSG naik ke 18.5% dari 15.6%), dan mendorong penjualan ke Rp241bn atau rekor tertinggi. Hal ini didukung oleh lonjakan volume dan tidak adanya discount. Dengan leading indicator dari consumer confidence dan perumahan yang baik, kami masih bullish untuk saham ini. Ada store expansion 2.2k sqm pada Aug, 18% YTD.

London-listed company Bumi Plc today announces a lower conversion price on its US$2.01 billion convertible bonds (CB) that will be issued in return for 20.85 billion shares or 75.1% stake in non-coal company PT Bumi Resources Minerals Tbk (BRMS), a subsidiary of PT Bumi Resources Tbk (BUMI). In a prospectus published today, the conversion price is set at 11.80 pound sterling per share, a 25.69% lower than the previous plan at 15.88 pound sterling per share. Referring to sale and purchase agreement signed on June 10 2011, Bumi Resources will sell 75.1% stake in BRMS to Bumi Plc at Rp840.16 per share or Rp17.52 trillion. Bumi Resources will hold an extraordinary of shareholders meeting on October 21 2011.

PT Delta Dunia Makmur Tbk (DOID), parent of Indonesia's second largest coal contractor PT Bukit Makmur Mandiri Utama (BUMA), reported a flat coal production in the first 8 months of this year. Delta Dunia produced 22.7 million tons of coal in 8M 2011, a 0.44% increase from 8M 2010. In August 2011, Delta Dunia produced 2.9 million tons of coal, a drop from 3.1 million tons in August 2010. Despite a stagnancy in coal production, Delta Dunia's overburden removal rose 15.62% to 186.7 million bank cubic meter (bcm) in 8M 2011 from 160.9 million bcm in 8M 2010. Overburden removal in August reached 30.9 million bcm from 27.3 million bcm.

@Bear Market Rally (C)ontinue + Distribution: IHSG vs DJIA

IHSG:

DJIA: