Tuesday, November 1, 2011

Laporan & Rumor Saham Indonesia 01-11 (Refresh)


Agenda 02 November  VOKSEL ELECTRIC RUPSLB, Sidang FOMC,  Cum Right Issue Panin Financial 6:1 (125), GMTD cum dev Rp 38, cum dev INCO US$0.01/Share,  FOMC meeting, Germany Auction: OBL 1.25% 2016 Tap,  ASGR cum deviden = 12

2nd session JCI on 01.11.11
3685.01(-105.83pts)(-2.79%)
(H: 3790.11 ; L: 3681.34 )
Saham (+)30; Saham(-)236; Saham(:)49
Value:    4.13T
Volume:  4.88 B
Foreign Nett Sell:  59.28 B
USD/IDR : 8900 (On Shore)
          8942.5 (Off Shore)

6 MARKET DRIVEN BY SECTOR
MINING.            (-3.81%)(1578.915 B )    
MANUFACTUR(-3.30%)(719.078 B )
FINANCE.        (-2.75%)(680.991 B )
INFRASTRUC(-1.42%)(565.191 B )
CONSUMER.  (-2.28%)(243.682 B )
PROPERTY.  (-2.37%)(176.351 B )

6 NETT BUY STOCKs BY FOREIGNers
TLKM.      @7468.  (49.90 B )
HRUM.      @7954.  (48.48 B )
ADRO.      @2040. (27.99 B )
BMRI.        @7006.  (20.61 B )
BUMI.        @2252.  (18.95 B )
UNTR.      @24249(17.14 B )

6 NETT SELL STOCKs BY FOREIGNers
BORN.      @929.  (298.25 B )
INDF.        @5069 (36.55 B )
ICBP.        @5033. (25.88 B )
ASII.        @67922(24.70 B )
CPIN.        @2602. (22.98 B )
ANTM.    @1741.  (12.04 B )

8 MOST ACTIVE STOCKs BY VALUE
BORN.      @870.  (-15.53%)
BUMI.      @2150. (-8.51%)
BMRI.      @6800 (-4.89%)
ASII.        @66500(-3.62%)
ADRO.    @1990.  (-1.72%)
PGAS.    @2925.  (-0.84%)
HRUM.    @7850.  (0.00%)
BBRI.        @6550.  (-2.96%)

8 MOST ACTIVE STOCKs BY VOLUME
ENRG.      @151.  (607.971 M )
BORN.      @870 (603.550 M )
ELTY.      @111.    (210.706 M )
BNBR.      @52.    (180.229 M )
BUMI.      @2150 (148.322 M )
BKSL.      @270.  (132.955 M )
PNLF.      @119.    (115.982 M )
DEWA.    @75.    (96.245 M )

Delta Dunia (DOID IJ). Revenue Rp6,841bn (+19% YoY, +11% QoQ), 73% of consensus 2011 estimates. Operating profit Rp770bn (-36% YoY, +201% QoQ), 63% of consensus 2011 estimates. Earnings -12bn (-103% YoY, -80% QoQ), vs consensus Rp320b 2011 estimates.clsa _sell

JP Morgan (BK) To Upgrade HRUM to Outperform with target price Rp11,000 implies 2012F 13x P/E

Regional Memerah, IHSG Melemah 2,7%. net foreign sell Rp59,2 miliar
http://pasarmodal.inilah.com/read/detail/1791743/regional-memerah-ihsg-melemah-27

Tekanan Krisis Eropa Kembali Pangkas IHSG 105 Poin 
http://finance.detik.com/read/2011/11/01/161127/1757511/6/tekanan-krisis-eropa-kembali-pangkas-ihsg-105-poin

Mitrabahtera Raih Kontrak Baru di Bontang
http://pasarmodal.inilah.com/read/detail/1791759/mitrabahtera-raih-kontrak-baru-di-bontang

BNBR Harap Utang Turun Jadi Rp5,5T pada 2011
http://pasarmodal.inilah.com/read/detail/1791715/bnbr-harap-utang-turun-jadi-rp55t-pada-2011

Anak usaha AISA bekerjasama dengan Bunge Agribusiness
http://investasi.kontan.co.id/v2/read/1320140820/81562/Anak-usaha-AISA-bekerjasama-dengan-Bunge-Agribusiness-

Atlas Resources pangkas jumlah saham yang akan ditawarkan dalam IPO
http://investasi.kontan.co.id/v2/read/1320139236/81558/Atlas-Resources-pangkas-jumlah-saham-yang-akan-ditawarkan-dalam-IPO-

Produksi BORN di akhir September sudah mencapai 2,1 juta ton
http://investasi.kontan.co.id/v2/read/1320140178/81561/Produksi-BORN-di-akhir-September-sudah-mencapai-21-juta-ton-

COWL mencetak kenaikan laba bersih sebesar 3 kali lipat
http://investasi.kontan.co.id/v2/read/1320137923/81554/COWL-mencetak-kenaikan-laba-bersih-sebesar-3-kali-lipat-


ASII Masih Catat Kapitalisasi Terbesar BEI
http://pasarmodal.inilah.com/read/detail/1791695/asii-masih-catat-kapitalisasi-terbesar-bei

Asia Tertekan, Bursa Eropa akan Melemah
http://pasarmodal.inilah.com/read/detail/1791683/asia-tertekan-bursa-eropa-akan-melemah

Beli Bumi Plc, BORN Utang US$1 M ke Stanchart
http://pasarmodal.inilah.com/read/detail/1791673/beli-bumi-plc-born-utang-us1-m-ke-stanchart

Indonesia’s Inflation Slowed in October, Giving Scope for Further Rate Cut
http://www.bloomberg.com/news/2011-11-01/indonesia-s-october-consumer-prices-fall-0-12-from-month-ago.html


BORN debt levels after borrowing $1 billion to buy Bumi PLC stake will increase to 0.64X from 0.34X as of June 30; compared with ADARO OF 1.2X AND INDY OF 1.26X;
BORN DER REMAINS THE LOWEST AMONG TOP BIG COAL PRODUCERS


Sesi I
Deflasi Oktober Tak Mampu Selamatkan IHSG 
http://finance.detik.com/read/2011/11/01/121016/1757255/6/deflasi-oktober-tak-mampu-selamatkan-ihsg

IHSG meminimalisir penurunan setelah Indonesia mencatatkan deflasi pada Oktober
http://investasi.kontan.co.id/v2/read/1320121027/81522/IHSG-meminimalisir-penurunan-setelah-Indonesia-mencatatkan-deflasi-pada-Oktober-


[Dow Jones] Coal producer PT Borneo Lumbung (BORN.JK) are down 2.9% at IDR1,000 in moderate volume following news it plans to buy a 23.8% stake in London-listed Bumi PLC for $1.0 billion from the Bakrie family, traders say.  Meanwhile, shares of Bumi Resources (BUMI.JK), which is 29.18% owned by Bumi PLC, are down 1.1% at IDR2,325 and Bakrie & Brothers (BNBR.JK) is unchanged at IDR52. The Bakrie family has a 47% stake in BUMI PLC. Borneo will get $1 billion syndicated loans to finance the stake buy. "There are fears that Borneo's debt levels will increase significantly after the purchase of Bumi PLC," says a fund manager at a local securities firm. As of June 30, Borneo's debt-to-equity ratio was at 0.34X. It had IDR2.5 trillion in total liabilities, compared with IDR7.32 trillion in equity value. Analysts say,
that the debt level will increase to IDR11.3 trillion or a DER of 0.64X.  

Harga Emas Perhiasan Turun Picu Deflasi 0,12% Selama Oktober
http://finance.detik.com/read/2011/11/01/110823/1757193/4/harga-emas-perhiasan-turun-picu-deflasi-012-selama-oktober?f990101mainnews

Wow! Laba Bersih BORN Naik 406,94%
http://pasarmodal.inilah.com/read/detail/1791621/wow-laba-bersih-born-naik-40694

Trading Empat Saham pada Sesi Dua
http://pasarmodal.inilah.com/read/detail/1791643/trading-empat-saham-pada-sesi-dua

Pakuwon Jati Beli Saham Elite Prima Hutama
http://pasarmodal.inilah.com/read/detail/1791640/pakuwon-jati-beli-saham-elite-prima-hutama

Survey Reuters: Investor Jauhi Saham Beli Obligasi
http://pasarmodal.inilah.com/read/detail/1791636/survey-reuters-investor-jauhi-saham-beli-obligasi

Ekspor RI Tembus US$ 17,82 Miliar di September, Naik 46% 
http://finance.detik.com/read/2011/11/01/113837/1757215/4/ekspor-ri-tembus-us--1782-miliar-di-september-naik-46


*DJ Indonesia Oct CPI -0.12% On Month; 0.17% Expected
*DJ Indonesia Oct Core Inflation +4.43% On Year Vs+4.93% On Year In Sep
*DJ Indonesia Oct CPI +4.42% On Year; +4.80% Expected


Saham BWPT mencatatkan kenaikan didorong kinerja positif perusahaan
http://investasi.kontan.co.id/v2/read/1320118197/81512/Saham-BWPT-mencatatkan-kenaikan-didorong-kinerja-positif-perusahaan-

Rekomendasi saham dipangkas, saham INDF tergerus hingga 2,86%
http://investasi.kontan.co.id/v2/read/1320118816/81516/Rekomendasi-saham-dipangkas-saham-INDF-tergerus-hingga-286-

Laba bersih capai Rp 3,03 triliun, saham UNVR diburu investor
http://investasi.kontan.co.id/v2/read/1320117678/81509/Laba-bersih-capai-Rp-303-triliun-saham-UNVR-diburu-investor-

Astaga! Laba Multipolar Anjlok 97,91%
http://pasarmodal.inilah.com/read/detail/1791599/astaga-laba-multipolar-anjlok-9791

Saham HRUM Bakal Tembus Rp10 Ribu Akhir 2011
http://pasarmodal.inilah.com/read/detail/1791592/saham-hrum-bakal-tembus-rp10-ribu-akhir-2011

Modernland Rencana Rights Issue 3,2 Miliar Saham
http://pasarmodal.inilah.com/read/detail/1791591/modernland-rencana-rights-issue-32-miliar-saham

Kupon Bunga Clipan Finance 8,75-10,25%
http://pasarmodal.inilah.com/read/detail/1791589/kupon-bunga-clipan-finance-875-1025

Glencore Batal, Renaissance Masuk Bantu Bakrie
http://pasarmodal.inilah.com/read/detail/1791585/glencore-batal-renaissance-masuk-bantu-bakrie

Ayo Beli! Saham PYFA Berpotensi Menuju Rp240
http://pasarmodal.inilah.com/read/detail/1791565/ayo-beli-saham-pyaf-berpotensi-menuju-rp240


11/1 Agenda November 01 November KARWELL INDONESIA RUPSLB, FOMC meeting, Pengumuman Data Inflasi, Lelang SUN 

Tekanan Global Bikin IHSG Menciut 19 Poin
http://finance.detik.com/read/2011/11/01/093612/1757085/6/tekanan-global-bikin-ihsg-menciut-19-poin

Analis: IHSG berpotensi melanjutkan koreksi kemarin
http://investasi.kontan.co.id/v2/read/1320113427/81497/Analis-IHSG-berpotensi-melanjutkan-koreksi-kemarin-


REMINDER::: JAKARTA. PT Adaro Energy Tbk (ADRO) berhasil mencatatkan kinerja yang   positif di kuartal III 2011. Hal itu tercermin pada pos laba bersih yang  meningkat hingga 96% di akhir September lalu. Perusahaan tambang batubara ini  mencetak laba bersih sebesar US$ 376,04 juta di sembilan bulan pertama 2011  dari Rp 191,37 juta di periode yang sama tahun lalu.

Rumor: Investor Dubai akan melakukan private placement pada PT Harum Energy (HRUM) sebesar 15% sahamnya di harga Rp8,900 terkait dengan performa kinerja perseroan yang diperkirakan pada tahun 2012, keuntungan bersih 2H2012 akan meningkat hingga 300%. Target harga wajar HRUM di Rp10,000 untuk akhir tahun 2011 menurut Nick casmore dari CLSA Securities

PT Matahari Putra Prima Tbk: ’s nine-month net income fell to 75.03 billion rupiah from 5.7 trillion rupiah a year earlier, the Indonesian retail company said in an e- mailed statement in Jakarta yesterday. The company posted net sales of 6.53 trillion rupiah compared with 6.52 trillion rupiah in the same period last year.

Rekomendasi Saham
IHSG Kembali Dapat Tekanan Jual 
http://finance.detik.com/read/2011/11/01/072903/1757003/6/ihsg-kembali-dapat-tekanan-jual

Rencana referendum Yunani menyebabkan bursa Asia memerah
http://investasi.kontan.co.id/v2/read/1320111396/81490/Rencana-referendum-Yunani-menyebabkan-bursa-Asia-memerah-

MF Global Bangkrut Gara-gara Krisis Eropa, Wall Street Merosot 
http://finance.detik.com/read/2011/11/01/070211/1756986/6/mf-global-bangkrut-gara-gara-krisis-eropa-wall-street-merosot

ETF dan reksadana indeks janjikan keuntungan lumayan
http://investasi.kontan.co.id/v2/read/1320111858/81493/ETF-dan-reksadana-indeks-janjikan-keuntungan-lumayan-

Renaissance beri utang ke BNBR
http://investasi.kontan.co.id/v2/read/1320111016/81489/Renaissance-beri-utang-ke-BNBR-

UNSP akan lunasi utang US$ 185 juta
http://investasi.kontan.co.id/v2/read/1320105909/81483/UNSP-akan-lunasi-utang-US-185-juta-

Inilah Menu Saham Pilihan Selasa (1/11)
http://pasarmodal.inilah.com/read/detail/1791476/inilah-menu-saham-pilihan-selasa-111

Support 3.740 Kuat, IHSG Bisa Bertenger di 3.900
http://pasarmodal.inilah.com/read/detail/1791433/support-3740-kuat-ihsg-bisa-bertenger-di-3900

Waspadai Reversal Turun di November
http://pasarmodal.inilah.com/read/detail/1791383/waspadai-reversal-turun-di-november

IHSG Akan Alami Reli Palsu?
http://pasarmodal.inilah.com/read/detail/1791375/ihsg-akan-alami-reli-palsu

Ayo Berburu Gain di Saham BHIT
http://pasarmodal.inilah.com/read/detail/1791429/ayo-berburu-gain-di-saham-bhit

Inflasi RI & Manufaktur China Siap Angkat Rupiah
http://pasarmodal.inilah.com/read/detail/1791402/inflasi-ri-manufaktur-china-siap-angkat-rupiah

Pilih Saham dengan Kinerja Positif
http://pasarmodal.inilah.com/read/detail/1791357/pilih-saham-dengan-kinerja-positif

Inflasi Terkendali, Saham Properti-Bank Menarik
http://pasarmodal.inilah.com/read/detail/1791441/inflasi-terkendali-saham-properti-bank-menarik

Inilah Aksi Korporasi Mandiri di Akhir 2011
http://pasarmodal.inilah.com/read/detail/1791454/inilah-aksi-korporasi-mandiri-di-akhir-2011

Alam Sutera [ PDF ] Basking in high returns ASRI IJ / ASRI.JK | OUTPERFORM - Maintained | Share Price Rp435 - Tgt. Rp600 Property | - by Lydia TOISUTA Alam Sutera’s 9M11 results were below expectations as our recognition assumption turned out to be too aggressive. Also, its non preemptive rights issue remains an overhang. But these negatives are offset by rapid earnings growth and high returns. At 64% of our full-year forecast, 9M11 net profit was below our expectations but above market. We cut our FY11 estimate but raise FY12-13 as we assume later profit recognition. We roll forward our DCF-based target price (45% discount to RNAV) to end-12. Maintain OUTPERFORM.

Trades of the Day... Fundamentally: CIMB mempertahankan rating Astra International (ASII) pada OUTPERFORM dengan target harga Rp77200 berdasarkan 13.6x FY13 PER. Laba inti 9M11 sebesar Rp13.1tr mencapai 75% dari angka FY11 kami. Sepertinya penjualan 4Q11 akan melambat karena banjir di Thailand. CIMB mempertahankan rating Astra Agro Lestari (AALI) pada UNDERPERFORM dengan target harga Rp17600 berdasarkan 12x FY13 earnings. Sales volume AALI sedikit dibawah prediksi kami, namun biaya mulai meningkat dan menekan margin. Result 9M11 dibawah angka kami dan consensus sebesar 6-10%

11/1 CIMB mempertahankan rating Harum Energy (HRUM) pada OUTPERFORM dengan target harga Rp8325 berdasarkan 11x FY12 PER meskipun core earning 9M11 hanya 67% dari angka FY11 kami. 3Q11 produksi sebesar 2.7Mt (+17.4% qoq) dan sales sebesar 2.9Mt (+29% qoq) dengan ASP yang stabil sebesar US$95.7/ton. Pertumbuhan produksi HRUM masih tercepat disektornya, 3yr CAGR sebesar 27% (vs sector average 9%) CIMB mempertahankan rating Bumi Serpong Damai (BSDE) pada OUTPERFORM dengan target harga 2012 sebesar Rp1200. Core earning 9M11 sekitar 71% dari angka kami. Harga lahan di BSD telah naik 20% CAGR sejak 2008. Rencana jangka panjang dalam unlock asset value akan mendukung margin dan menjadikan BSDE salah satu top pick kami
9:14 AM 11/1 CIMB sedang mereview rating Timah (TINS) dari target harga lama sebesar Rp3400 berdasarkan metode DCF. Core earning 9M11 sekitar 53% dari angka kami dan mengecewakan karena lemahnya ASP logam timah di $25,970/ton sehingga rata-rata tahun ini sekitar $27,102/ton atau 7.1% lebih rendah dari prediksi kami. Sepertinya struktur biaya TINS yang baru belum bisa mengoffset pelemahan ASP dan produks

9:18 AM 11/1 SINGAPORE, Nov 1 (Reuters) - Indonesian coal miner Borneo Lumbung Energi , which is backed by investor Samin Tan, has agreed to buy an effective 23.8 percent stake in London-listed Bumi Plc from Bakrie Group in a $1 billion deal, sources told Reuters on Tuesday. The deal would help Bakrie pay off the bulk of its $1.35 billion loan, according to the sources, who are close to the deal but could not be identified because it was not public. "The deal was signed last night," one of the sources said. Standard Chartered is advising Borneo and is also arranging the financing, while Credit Suisse is advising the Bakrie Group the sources said. The companies involved could not be immediately reached for comments. Tan controls 75 percent of Borneo

The Halloween Party is Just The (B)eginning Of Crash or The New (B)ull Market

Jim Rogers Says New Greece Deal Can't Save Europe
"Greece is bankrupt, but others are too, and these haircuts will have to come back and be wider," said Rogers. But until more stringent and widespread action is taken to alleviate not just Europe's debt but that in the United States, the crisis will continue.
READ MORE: http://moneymorning.com/2011/10/30/jim-rogers-says-new-greece-deal-cant-save-europe/

Gold Prices Back on Track for $2,500 an Ounce
Having overcome a slight pullback heading into the fall gold prices now appear to have resumed their upward trajectory and will likely hit $2,500 an ounce next year - if not sooner.
READ MORE: http://moneymorning.com/2011/10/26/gold-prices-back-on-track-for-2500-an-ounce/

The Unfortunate Truth About An Overbought Stock Market

With interest rates at or near all time lows and the recent rally we have seen in the stock market, it does not make sense that QE III would be initiated during this meeting. It is possible that if QE III is not announced the U.S. Dollar could rally and put pressure on risk assets such as the S&P 500 in the short to intermediate term. If this sequence of events played out, a correction would be likely. The following is a daily chart of the S&P 500 with possible correction targets in place:
READ MORE: http://www.econmatters.com/2011/10/unfortunate-truth-about-overbought.html

Goldman Summarizes The "Frightful Week Ahead"

Given this uncertainty, we monitor two things. First, the European policy process obviously remains key, and we will be monitoring developments into the Nov. 3-4 G-20 Summit in Cannes and the Nov. 7 Eurogroup meeting in Brussels closely.
READ MORE: http://www.zerohedge.com/news/goldman-summarizes-frightful-week-ahead

Why the latest eurozone bail-out is destined to fail within weeks
http://www.telegraph.co.uk/finance/comment/liamhalligan/8857518/Why-the-latest-eurozone-bail-out-is-destined-to-fail-within-weeks.html

Italy: Beginning of The Euro Financial Cliff?

http://www.econmatters.com/2011/10/italy-beginning-of-euro-financial-cliff.html

How Are Large Speculators Positioned
Right or wrong, non-commercial is not buying this rally. They have actually increased their net short position and simply increased their hedge over the past few weeks to manage short term upside risk. If they were truly behind this move you would expect a sharp reduction not expansion in their overall position.
READ MORE: http://macrostory.com/2011/10/31/how-are-large-speculators-positioned/

Frontrunning: October 31
    * Azumi Pledges More Action After Yen Intervention (Bloomberg)
    * Japan to buy more EFSF bonds-Europe fund chief (Reuters)
    * Draghi in Battle Mode From Day One at ECB (Bloomberg)
    * Berlusconi Stays Defiant as Europe’s Crisis Focuses on Italy Reform Effort (Bloomberg)
    * Hu starts key trip to Europe (China Daily)
    * Europe will not offer China concessions for aid: Juncker (Reuters)
    * Europe Might Have Blown Last Chance to End Its Crisis (Bloomberg)
    * Schäuble calls for EU lead on Tobin tax (FT)
    * UK faces "economic suicide" if on EU margins – Clegg (Reuters)

Monday, October 31, 2011

Brief Report of Indonesia Earnings Q3 2011

Seiring Penjualan, Laba GZCO Jadi Rp129,35 M
http://pasarmodal.inilah.com/read/detail/1791396/seiring-penjualan-laba-gzco-jadi-rp12935-m

SCMA Raih Laba Bersih Rp671,1 M
http://pasarmodal.inilah.com/read/detail/1791481/scma-raih-laba-bersih-rp6711-m

Asas Cabotage Antar BULL Raih Laba Rp753 M
http://pasarmodal.inilah.com/read/detail/1791446/asas-cabotage-antar-bull-raih-laba-rp753-m

Wuih, Naik 111,59%, Laba Metland Jadi Rp105,62 M
http://pasarmodal.inilah.com/read/detail/1791439/wuih-naik-11159-laba-metland-jadi-rp10562-m

BII Cetak Kenaikan Laba Bersih 34%
http://pasarmodal.inilah.com/read/detail/1791399/bii-cetak-kenaikan-laba-bersih-34


Laporan Keuangan Q3-2011
Laba ASII Naik Jadi Rp13,4 Triliun
http://pasarmodal.inilah.com/read/detail/1791359/laba-asii-naik-jadi-rp134-triliun


Andalkan Domestik, Laba INTP Capai Rp2,5 T
http://pasarmodal.inilah.com/read/detail/1791377/andalkan-domestik-laba-intp-capai-rp25-t


Menanjak 64%, Laba Antam Capai Rp 1,5 Triliun.
http://finance.detik.com/read/2011/10/31/180214/1756796/6/menanjak-64-laba-antam-capai-rp-15-triliun


Pendapatan melonjak, laba bersih BWPT melejit 65%
http://investasi.kontan.co.id/v2/read/1320050046/81430/Pendapatan-melonjak-laba-bersih-BWPT-melejit-65-

AGRO cetak kenaikan laba bersih mencapai 213,7% sampai kuartal III 2011
http://investasi.kontan.co.id/v2/read/1320052905/81443/AGRO-cetak-kenaikan-laba-bersih-mencapai-2137-sampai-kuartal-III-2011-

Kuartal ketiga, UNVR torehkan laba bersih Rp 3,026 triliun
http://investasi.kontan.co.id/v2/read/1320051999/81438/Kuartal-ketiga-UNVR-torehkan-laba-bersih-Rp-3026-triliun-


Laba Bersih INCO Turun 3% Jadi US$319,9 Juta
http://pasarmodal.inilah.com/read/detail/1791312/laba-bersih-inco-turun-3-jadi-us3199-juta

Laba Bersih Elnusa Melesat 283%
http://pasarmodal.inilah.com/read/detail/1791318/laba-bersih-elnusa-melesat-283

*DJ Gudang Garam Jan.-Sep. Net Profit IDR3.839 Tln Vs IDR3.067 Tln

HRUM mencatatkan pertumbuhan laba bersih 3q11 secara signifikan sekitar 93,36% menjadi Rp1,310 triliun

Laba Bersih BATA Terkikis 4,16%
http://pasarmodal.inilah.com/read/detail/1791263/laba-bersih-bata-terkikis-416

Laba Bersih Indosiar Naik 310,95%
http://pasarmodal.inilah.com/read/detail/1791299/laba-bersih-indosiar-naik-31095

JAKARTA. PT Energi Mega Persada Tbk (ENRG) berhasil mencetak laba bersih di sembilan bulan pertama tahun ini yaitu sebesar Rp 40,062 miliar. Padahal pada tahun lalu, perusahaan minyak dan gas ini masih membukukan kerugian hingga Rp 150,44 miliar.

JAKARTA. Laba bersih konsolidasi PT Ciputra Development Tbk (CTRA) melonjak 73% hingga akhir kuartal ketiga tahun ini. Laporan keuangan CTRA yang dirilis hari ini (31/10) menyebutkan, perseroan membukukan laba bersih konsolidasi mencapai Rp 376,426 miliar dalam sembilan bulan di 2011, dibanding periode yang sama tahun lalu sejumlah Rp 217,523 miliar.

 Jakarta - PT Lippo Cikarang Tbk (LPCK) mencatatkan kenaikan laba bersih konsolidasi sebesar 200,47% pada kuartal 3-2011 menjadi Rp148,03 miliar dari Q3-2011 sebesar Rp49,27 miliar. Dalam laporan publikasinya ke BEI, manajemen LPCK menyampaikan kenaikan laba bersih Q3-2011 Perseroan ini disebabkan kenaikan tajam pendapatan usaha menjadi Rp611,24 miliar dari Rp305,92 miliar pada Q3-2010.

Jakarta - PT Ramayana Lestari Sentosa Tbk (RALS) pada kuartal III 2011 meraih pendapatan Rp4,04 triliun dan laba bersih 343,2 miliar. Demikian mengutip keterbukaan informasi yang diterbitkan BEI, Senin (31/10). Pendapatan bersih itu naik dari periode yang sama 2010 sebesar Rp3,8triliun.

Jakarta - PT Gajah Tunggal Tbk (GJTL) mencatatkan penurunan laba bersih sebesar 10,84% pada kuartal 1-2011 menjadi Rp592,13 miliar dari Rp664,15 miliar pada Q3-2010.

Pelanggan Naik, Laba Bersih ISAT Jadi Rp992 M
http://pasarmodal.inilah.com/read/detail/1791241/pelanggan-naik-laba-bersih-isat-jadi-rp992-m

Penjualan turun, laba bersih NIKL turun 82% di kuartal III
http://investasi.kontan.co.id/v2/read/1320045478/81415/Penjualan-turun-laba-bersih-NIKL-turun-82-di-kuartal-III-

Naik 82%, Timah Cetak Laba Bersih Rp860 Miliar
http://pasarmodal.inilah.com/read/detail/1791161/naik-82-timah-cetak-laba-bersih-rp860-miliar

Bank Mandiri Raup Laba Rp 9,4 Triliun, Naik 47%
http://finance.detik.com/read/2011/10/31/103300/1756160/5/bank-mandiri-raup-laba-rp-94-triliun-naik-47

Laba WIKA Naik Tipis Menjadi Rp 231 Miliar
http://finance.detik.com/read/2011/10/31/120835/1756378/6/laba-wika-naik-tipis-menjadi-rp-231-miliar

MBSS Raup Laba Bersih Rp285,95 Miliar
http://pasarmodal.inilah.com/read/detail/1791160/mbss-raup-laba-bersih-rp28595-miliar

ELTY Catatkan Kenaikan Laba Bersih 17,1%
http://pasarmodal.inilah.com/read/detail/1791143/elty-catatkan-kenaikan-laba-bersih-171

Laba Bersih GDYR Turun 17,92%
http://pasarmodal.inilah.com/read/detail/1791153/laba-bersih-gdyr-turun-1792

Surya Semesta Internusa: 9M11 net profit of Rp183b, +340% yoy, driven by robust sales of Rp2.1t (+84% yoy). Net margin also improved to 8.4% in 9M11 from 3.5% in 9M10. The biggest contribution to the strong bottom line growth came from the industrial estate business. In 9M11, the company sold 220ha industrial land, of which 186ha have been booked in 3Q11. For FY11, the company is optimistic of booking sales of Rp2.5t with net profit of Rp200b. (Source: Investor Daily)

Bank Jabar Banten: Flat 3Q11 net earnings. Bank Jabar Banten (BJBR) posted flat 3Q11 net profit growth of 0.4% yoy to Rp791b. Net interest income grew 15.3% yoy but was offset by operating expense which rose 33% yoy. Net interest margin declined to 6.76% (2010: 7.32%). Deposits grew at a faster 26% ytd due to branch expansion which attracted deposits, compared with loan growth at 18% ytd. Hence, the loan-to-deposit ratio declined from 71% in 2010 to 68% in 3Q11. (Source: BJBR, UOB Kay Hian)

- BBRI laba naik 56% mjd 10,4T

- NISP laba naik 18% mjd 522,2M

- BBNI laba naik 37% mjd 4,06T

- BDMN laba naik 11% mjd 2,4T

- BBTN laba naik 4,3% mjd 707M

- BBCA laba naik 25,3% mjd 7,7T

- BNGA laba naik 32,5% mjd 2,37T

- LPKR laba naik 38% mjd 481M

- APLN laba naik 133,9% mjd 522,9M

- PGAS catat laba 4,5T

- GIAA laba naik 57% mjd 308M

- JSMR laba naik 7,3% mjd 1,04T

- TLKM laba turun 6,4% mjd 8,3T

- EXCL laba naik 5% mjd 2,2T

- KLBF laba naik 18,1% mjd 1,06T

- SMGR laba naik 9,8% mjd 2,7T

- SMCB laba naik 19% mjd 740,4M

- PTBA laba naik 67% mjd 2,32T

- ADHI laba turun 59,9% mjd 30,2M

- PTPP laba naik 30,8% mjd 60,9M

- INDF laba naik 3,4% mjd 2,3T

- ICBP laba naik 19,2% mjd 1,53T

- SIMP laba naik 107% mjd 1,27T

- IMAS laba naik 60,4% mjd 652,8M

- INTA laba naik 50% mjd 68,1M

- AKRA catat laba 2,13T vs laba 225,3M (FR Q32010)

- TBIG catat pendapatan 689M

- SMSM laba naik 42% mjd 160,9M

- AALI laba naik 51% mjd 1,93T

- SGRO laba naik 85% mjd 468,6M

- SMAR laba naik 85% mjd 1,4T

- LSIP laba naik 104% mjd 1,31T

- MAPI laba naik 61% mjd 238M

- WINS laba naik 39% mjd 134,6M

- MIDI laba naik 210% mjd 18,3M

- AMRT laba naik 48,5% mjd 226,3M

- MNCN laba naik 78% mjd 837,3M

- SSIA laba naik 336% mjd 183M

- ADMF laba naik 11% mjd 1,2T

- JPRS laba turun 20,7% mjd 26,7M

- TRIO laba naik 35,6% mjd 212,9M

- MITI laba 6,07M vs rugi 490,7jt (FR Q32010)

- KDSI laba naik 34% mjd 10,4M

- JECC laba naik 490% mjd 23,6M

- BPFI laba naik 19% mjd 20,1M

- LCGP rugi 484,2jt vs laba 622,7jt (FR Q32010)

Laba MEDC naik 15,27% dr periode yg sama.
SDRA (bank saudara) bukukan kenaikan 69.57%
Laba BKSL naik 396.7%
BULL meraih kenaikan laba 213.95%

The Special of 4.000's Article. @Bear Market Raly Ahead of The (C)raziest & (W)ildest 2012 Than 2008???

Bahan Pelajaran Untuk Workshop CTA Level Intermediate "Duel Maut Trading System" 26-27 Nov 2011

IHSG: Overbought in Wave 5/5 dalam A, Fase Akumulasi, Trend Netral Bullish
DJIA: ALternative Count of E.W
 
USDIDR:

 
VIX Index:

CRUDE OIL:

Laporan & Rumor Saham Indonesia 31-10 (Refresh)

Saham BTEL Terbanyak Dibeli Asing, Senin (31/10)
http://pasarmodal.inilah.com/read/detail/1791432/saham-btel-terbanyak-dibeli-asing-senin-3110

Inilah Daftar'Net Foreign Sell' Senin (31/10)
http://pasarmodal.inilah.com/read/detail/1791419/inilah-daftarnet-foreign-sell-senin-3110

Tahun depan, Martina Berto alokasikan belanja modal Rp 100 miliar
http://investasi.kontan.co.id/v2/read/1320072264/81475/Tahun-depan-Martina-Berto-alokasikan-belanja-modal-Rp-100-miliar-


Agenda November
01 November  KARWELL INDONESIA RUPSLB, FOMC meeting, Pengumuman Data Inflasi, Lelang SUN
02 November  VOKSEL ELECTRIC RUPSLB, Sidang FOMC,  Cum Right Issue Panin Financial 6:1 (125), GMTD cum dev Rp 38, cum dev INCO US$0.01/Share,  FOMC meeting, Germany Auction: OBL 1.25% 2016 Tap,  ASGR cum deviden = 12
03 November  ECB Interest Rate Decision and press conference  G20 heads of state summit,  French summit and Spanish Auction: Bono Auction
04 November  Rups Myoh, Portugal Parliament to vote on 2012 budget
07 November  Rups KRAS, meeting of Eurogroup finance Ministers
08 November  Rups PTIS,  cum dev KKGI 50, mulai penawaran IPO Visi Media Asia,  ECOFIN Council meeting
09 November  Rups TBLA,  Rups DSSA
10 November  HOTEL SAHID JAYA RUPSLB, akhir penawaran IPO Visi Media Asia,  EU Semi – annual economic forecasts published, CUM DEV INDY 48,  BI RATE


Sst.. BRI akan Lepas 14% Saham AGRO
http://pasarmodal.inilah.com/read/detail/1791348/sst-bri-akan-lepas-14-saham-agro


2nd SESSION on 31.10.11
@3790.84 (-39.11 pts) (-1.02 %) (H:3830.87 ; L: 3758.49)
Value:  3.53 T.  (NG 190 B )  
Volume: 4.33 B (NG  66 M )
Foreign Nett Sell:  2 B      
USD/IDR: 8850

6 MARKET DRIVEN BY SECTOR
MANUFACTUR ( -1.28%) (937.756 B)
MINING.    ( -2.43%) (709.168 B)
FINANCE. ( -0.25%) (705.610 B)
INFRASTRUC ( -0.99%) (592.363 B)
CONSUMER.  ( -1.62%).  (358.756 B)
TRADE.          ( -1.03%).  (321.147 B)

6 NETT BUY STOCKs BY FOREIGN
TLKM. @ 7411.  (45.99 B )
SMGR @ 9464. (27.00 B )
PGAS. @ 2995.  (18.41 B )
BBNI.    @ 4009. (16.35 B )
BBKP.  @ 679.    (13.65 B )
ITMG.  @ 44435(13.28 B )

6 NETT SELL STOCKs BY FOREIGN
ASII.    @ 68683(28.26 B )
HRUM @ 7926 (21.78 B )
BBRI.  @ 6693 (18.61 B )
INDY.  @ 2850 (16.39 B )
BMRI.  @ 7141 (14.80 B )
EXCL.  @ 4990 (10.35 B )

8 MOST ACTIVE STOCKs BY VALUE
ASII.      @ 69000 (-1.28%)
BBRI.    @ 6750 (-0.73%)
BUMI.    @ 2350 (-4.08%)
PGAS.  @ 2950 (-3.27%)
INDF.      @ 5250 (-2.77%)
BMRI.    @ 7150 (-0.69%)
TLKM.  @ 7400 (-0.67%)
BBNCA @ 8100 (+1.25%)

8 MOST ACTIVE STOCKs BY VOLUME
STAR @ 104 (535.884 M)
ENRG. @ 164 (446.325 M)
BHIT.  @ 250 (195.558 M)
INAF.  @ 127.  (194.599 M)
BNBR @ 52.    (186.053 M)
ELTY @ 116.  (163.016 M)
BKSL @ 285 (100.042 M)
PNLF. @ 121.  (95.605 M)

Regional Negatif, IHSG Terkoreksi 1,02%
http://pasarmodal.inilah.com/read/detail/1791304/regional-negatif-ihsg-terkoreksi-102

Sembilan Sektor Merah, IHSG Tinggalkan 3.800 
http://finance.detik.com/read/2011/10/31/160832/1756695/6/sembilan-sektor-merah-ihsg-tinggalkan-3800

Empat Dimensi IHSG Versi Astronacci
http://pasarmodal.inilah.com/read/detail/1790967/empat-dimensi-ihsg-versi-astronacci

Yen Diintervensi, Rupiah Terjungkal
http://pasarmodal.inilah.com/read/detail/1791334/yen-diintervensi-rupiah-terjungkal

Saham STAR Teraktif Diperdagangkan Senin (31/10)
http://pasarmodal.inilah.com/read/detail/1791339/saham-star-teraktif-diperdagangkan-senin-3110

AGRO target kantongi laba bersih Rp 100 miliar di 2012
http://investasi.kontan.co.id/v2/read/1320053100/81445/AGRO-target-kantongi-laba-bersih-Rp-100-miliar-di-2012-


*DJ Global Financial Mkt Regulation "Very Important" To Germany's Merkel -offic
*DJ Germany Expects G-20 Plan To Promote Local Debt Mkts - German official
*DJ Germany To Raise Doha Round At G-20 In Cannes - German Govt Official
*DJ German Govt Wants G-20 To Maintain Toronto Debt Goals - German Govt Offiici

RTRS-Glencore no longer in debt talks with Indonesia's Bakrie-sources
SINGAPORE/JAKARTA, Oct 31 (Reuters) - Commodity trader Glencore is no longer in talks to provide financing to Indonesian conglomerate Bakrie group, which is close to a deal on Monday with Indonesian investors to help avert a default on a $1.345 billion loan, two sources with direct knowledge of the deal said.

Penjualan ENRG Naik 59%
http://pasarmodal.inilah.com/read/detail/1791233/penjualan-enrg-naik-59

Citra borneo akan IPO tahun depan
http://investasi.kontan.co.id/v2/read/1320044157/81410/Citra-borneo-akan-IPO-tahun-depan-

Soros : Umur dana penyelamatan Eropa hanya satu hari, tiga bulan
http://internasional.kontan.co.id/v2/read/1320044818/81413/Soros-Umur-dana-penyelamatan-Eropa-hanya-satu-hari-tiga-bulan-

2012, Sektor Services & Resources Akan IPO
http://economy.okezone.com/read/2011/10/31/278/522684/2012-sektor-services-resources-akan-ipo

BI Disarankan Tahan BI Rate di 6,25%
http://economy.okezone.com/read/2011/10/31/20/522589/bi-disarankan-tahan-bi-rate-di-6-25

*DJ Bank Tabungan Negara Cut To Neutral From Buy By GS
*DJ Astra Agro Lestari Target Raised To IDR23,000 Vs IDR19,700 By GS
*DJ Perusahaan Gas Negara Target Raised To IDR3600 Vs IDR3500 -MS
*DJ Perusahaan Gas Negara Raised To Overweight Vs Equalweight -MS

1st SESSION on 31.10.11
@3765.12 (-64.83 pts) (-1.69 %) (H:3830.87 ; L: 3762.27)
Value: .  937 B (NG 190 B )  
Volume: 1.38 B (NG  66 M )
Foreign Nett Sell:  33 B      
USD/IDR: 8825 / 8853

6 MARKET DRIVEN BY SECTOR
MANUFACTUR ( -2.16%) (444.273 B )
MINING.  ( -2.28%) (356.810 B )
FINANCE ( -1.42%) (316.419 B )
INFRASTRUC ( 1.16%) (280.005 B )
TRADE.  ( -1.38%) (185.421 B )
CONSUMER ( -2.07%) (180.733 B )

6 NETT BUY STOCKs BY FOREIGN
BBNI.    @ 4016 (14.00 B )
SMGR @ 9447 (13.04 B )
BTEL.  @ 298.  (10.97 B )
PGAS. @ 2999 (10.51 B )
BORN. @ 1044 (7.60 B )
MEDC. @ 2275 (6.75 B )

6 NETT SELL STOCKs BY FOREIGN
BBRI.  @ 6671. (18.99 B )
INDF.  @ 5208 (17.63 B )
ASII.  @ 68609 (14.67 B )
INDY. @ 2876. (4.95 B )
GGRM @ 58698 (3.95 B )
BJBR @ 984.  (3.72 B )

8 MOST ACTIVE STOCKs BY VALUE
BBRI.    @ 6650.  (-2.20%)
INDF.      @ 5150.  (-4.63%)
ASII.      @ 67750 (3.07%)
BUMI.    @ 2350.  (-4.08%)
PGAS.  @ 2975.  (-2.45%)
TRAM. @ 870.    (-2.24%)
STAR. @ 110.      (-9.83%)
BMRI.  @ 7050.  (-2.08%)

8 MOST ACTIVE STOCKs BY VOLUME
STAR.  @ 110. (339.404 M)
ENRG.    @ 164 (207.318 M)
BHIT.      @ 250(154.239 M)
BNBR.    @ 52.  (95.166 M)
INAF.      @ 125. (91.010 M)
ELTY.    @ 117.  (83.103 M)
TRAM.  @ 870 (59.698 M)
STAR-W @ 13 (56.801 M)

Asing Jual, IHSG Sesi I Ditutup Anjlok 1,69%. net foreign sell Rp33,14 miliar.
http://pasarmodal.inilah.com/read/detail/1791200/asing-jual-ihsg-sesi-i-ditutup-anjlok-169

Nilai Transaksi Minim, IHSG Ambles 64 Poin 
http://finance.detik.com/read/2011/10/31/120401/1756359/6/nilai-transaksi-minim-ihsg-ambles-64-poin

ASII, BBRI, dan GGRM merupakan bluechips penggerus indeks di sesi I
http://investasi.kontan.co.id/v2/read/1320037999/81403/ASII-BBRI-dan-GGRM-merupakan-bluechips-penggerus-indeks-di-sesi-I-

Sesi Dua : Cermati Saham Tambang, Semen & Bank
http://pasarmodal.inilah.com/read/detail/1791197/sesi-dua-cermati-saham-tambang-semen-bank

Didera aksi jual, saham-saham produsen batubara anjlok
http://investasi.kontan.co.id/v2/read/1320034893/81392/Didera-aksi-jual-saham-saham-produsen-batubara-anjlok-

CPO tergelincir karena spekulasi panen kedelai meningkat
http://investasi.kontan.co.id/v2/read/1320037921/81402/CPO-tergelincir-karena-spekulasi-panen-kedelai-meningkat-

Saham Garuda Belum Bisa Terbang
http://pasarmodal.inilah.com/read/detail/1791175/saham-garuda-belum-bisa-terbang

25% Emiten Belum Penuhi Standar Akuntansi
http://pasarmodal.inilah.com/read/detail/1791187/25-emiten-belum-penuhi-standar-akuntansi

UNTR Catatkan Pendapatan Naik 43%
http://pasarmodal.inilah.com/read/detail/1791171/untr-catatkan-pendapatan-naik-43

Tifico Fiber akan Lakukan Kuasi Reorganisasi
http://pasarmodal.inilah.com/read/detail/1791154/tifico-fiber-akan-lakukan-kuasi-reorganisasi

CNA Jual Saham Laguna Cipta Griya
http://pasarmodal.inilah.com/read/detail/1791166/cna-jual-saham-laguna-cipta-griya

Bank Asing Paling Berani Kasih Bunga Kredit Rendah 
http://finance.detik.com/read/2011/10/31/115330/1756270/5/bank-asing-paling-berani-kasih-bunga-kredit-rendah

Saham GIAA melejit ke level tertinggi dalam sebulan terakhir
http://investasi.kontan.co.id/v2/read/1320034269/81390/Saham-GIAA-melejit-ke-level-tertinggi-dalam-sebulan-terakhir-

REMINDER::: 01 November  KARWELL INDONESIA RUPSLB, FOMC meeting, Pengumuman Data Inflasi, Lelang SUN

Pemerintah berencana melakukan lelang 5 Surat Utang Negara (SUN) guna memenuhi sebagian dari target pembiayaan dalam APBN 2011 dengan target indikatif yang dilelang sebesar Rp6 triliun, lelang tersebut akan dilakukan pada 1 November 2011. Dan settlement akan dilaksanakan pada tanggal 3 November 2011. Surat utang tersebut memiliki nominal per unit sebesar Rp1 juta.

*DJ Bank Rakyat Target Raised To IDR9000 Vs IDR8100 By Credit Suisse
*DJ Bank Negara Indonesia Target Raised To IDR5100 Vs IDR4680-CS

DJ PREVIEW: Indonesia Oct CPI Likely +4.80% On Year, +0.17% On Month

Citibank, BI Rate Akan Kembali Turun
Chief Country Officer Citibank Indonesia, Tigor M Siahaan memprediksi Bank Indonesia kembali menurunkan suku bunga acuan atau BI Rate. "Saya rasa BI Rate dalam posisi akan ada penurunan lagi," ujar Tigor kepada VIVAnews.com di Jakarta.Menurut dia, penurunan BI Rate yang dilakukan BI merupakan kejutan yang tidak diantisipasi bank. Namun, karena kondisi fundamental ekonomi di dalam negeri yang baik, kebijakan BI itu tidak mengganggu operasional bank. Selain itu, Tigor menjelaskan, krisis di Eropa juga mulai tertangani dengan adanya kesepakatan yang baik. Hasil lainnya yang perlu dinanti yaitu keputusan G-20. Tigor percaya dengan kondisi fundamental ekonomi yang baik akan bisa melalui gejolak saat ini.

Agenda ::: 31 Oktober  Listing IPO Atlas Resources, Jean Claude Trichet Leaves ECB, to be replaced by Mario Draghi OECD releases pre G-20 summit economic forecasts Belgium OLO Auction.

Bank Mandiri: Net profit grows 47% yoy. Net profit in 3Q11 grew 47% yoy on higher net interest income and non interest income. Loans rose 28% yoy, faster than deposit growth. As a result, the loan-to-deposit ratio increased to 76.3% from 69.6% in 3Q10. Net interest margin in 9M11 was 5.23% (9M10: 5.35%). Non-performing loans were relatively stable at 2.41% (3Q10: 2.48%). (Source: BMRI, Bisnis Indoensia)

(BBLD) akan membagi dividen interim tahun 2011 sejumlah Rp 43,084 miliar atau setara Rp 30 per saham Batas akhir perdagangan saham dengan hak dividen atau cum dividen di pasar reguler dan pasar negosiasi hingga 16 November 2011. Sementara, cum dividen di pasar tunai hingga 21 November mendatang.


Bank Mandiri, Kalbe Farma: Indonesia Equity Preview
http://www.bloomberg.com/news/2011-10-31/bank-mandiri-kalbe-farma-timah-indonesia-equity-preview.html

Dayaindo Resources Nine-Month Net Income 70.39 Billion Rupiah
http://www.bloomberg.com/news/2011-10-30/dayaindo-resources-nine-month-net-income-70-39-billion-rupiah.html

Tin Producers in Indonesia to Extend Export Ban to Yearend to Boost Prices
http://www.bloomberg.com/news/2011-10-30/tin-producers-in-indonesia-to-extend-export-ban-to-yearend-to-boost-prices.html

Indonesia Bonds Head for Biggest Gain Since March After Rate Cut
http://www.bloomberg.com/news/2011-10-31/indonesia-bonds-head-for-biggest-gain-since-march-after-rate-cut.html


IHSG 4.000, Inilah Target Saham Tambang dan Bank
http://pasarmodal.inilah.com/read/detail/1790933/ihsg-4000-inilah-target-saham-tambang-dan-bank

Inilah Menu Saham Pilihan Awal Pekan
http://pasarmodal.inilah.com/read/detail/1790969/inilah-menu-saham-pilihan-awal-pekan

Inilah Saham Melemah Hari Ini
http://pasarmodal.inilah.com/read/detail/1791133/inilah-saham-melemah-hari-ini

IHSG Dibuka Melemah 0,04%
http://pasarmodal.inilah.com/read/detail/1791138/ihsg-dibuka-melemah-004


IHSG Melemah Tipis Terkena Profit Taking 
http://finance.detik.com/read/2011/10/31/093639/1756092/6/ihsg-melemah-tipis-terkena-profit-taking

Kinerja Tumbuh Tinggi, Saham ANTM Menuju Rp 2.500?
http://finance.detik.com/read/2011/10/28/091834/1754514/1014/kinerja-tumbuh-tinggi-saham-antm-menuju-rp-2500

Atlas Resources Patok Harga IPO Rp 1.500 per Lembar 
http://finance.detik.com/read/2011/10/31/091406/1756067/6/atlas-resources-patok-harga-ipo-rp-1500-per-lembar

Pemerintah Cicil Bunga Utang Rp 122,2 Triliun di 2012
http://forum.detik.com/duh-pemerintah-cicil-bunga-utang-rp-122-2-triliun-di-t303080.html

Lepas Saham Blok Anaguid, Medco Kantongi US$ 50,5 Juta 
http://finance.detik.com/read/2011/10/30/151823/1755848/1034/lepas-saham-blok-anaguid-medco-kantongi-us--505-juta

Bukopin Gandeng China UnionPay Genjot Commercial Banking
http://finance.detik.com/read/2011/10/29/120935/1755419/5/bukopin-gandeng-china-unionpay-genjot-commercial-banking

MAPI akan akuisisi lima brand baru di 2012
http://investasi.kontan.co.id/v2/read/1320029407/81376/MAPI-akan-akuisisi-lima-brand-baru-di-2012-

APLN bukukan pendapatan Rp 2,7 triliun di kuartal ketiga
http://investasi.kontan.co.id/v2/read/1320028577/81371/APLN-bukukan-pendapatan-Rp-27-triliun-di-kuartal-ketiga-

Bursa Asia melorot akibat yen perkasa ke level rekor
http://investasi.kontan.co.id/v2/read/1320026183/81367/Bursa-Asia-melorot-akibat-yen-perkasa-ke-level-rekor-

Garuda mencari capex US$ 300 juta
http://investasi.kontan.co.id/v2/read/1320022263/81362/Garuda-mencari-capex-US-300-juta-

Optimisme investor menyebabkan harga kontrak minyak menanjak
http://investasi.kontan.co.id/v2/read/1320020485/81360/Optimisme-investor-menyebabkan-harga-kontrak-minyak-menanjak-

Awal pekan ini, IHSG diperkirakan muram
http://investasi.kontan.co.id/v2/read/1319974319/81346/Awal-pekan-ini-IHSG-diperkirakan-muram-

Pekan ini, harga obligasi pemerintah diperkirakan naik tipis
http://investasi.kontan.co.id/v2/read/1319952197/81343/Pekan-ini-harga-obligasi-pemerintah-diperkirakan-naik-tipis-

Bisnis data jadi andalan emiten telekomunikasi
http://investasi.kontan.co.id/v2/read/1319880208/81331/Bisnis-data-jadi-andalan-emiten-telekomunikasi-

Michael Tjoajadi: bursa saham akan fluktuatif di 2012
http://investasi.kontan.co.id/v2/read/1319872817/81328/Michael-Tjoajadi-bursa-saham-akan-fluktuatif-di-2012-

Saham VIVA Menarik untuk Jangka Menengah
http://pasarmodal.inilah.com/read/detail/1790963/saham-viva-menarik-untuk-jangka-menengah

Alat Berat Laku Keras, Pendapatan INTA Capai Rp2 T
http://pasarmodal.inilah.com/read/detail/1790991/alat-berat-laku-keras-pendapatan-inta-capai-rp2-t

Pendapatan LPKR Nyaris Sentuh Rp3T
http://pasarmodal.inilah.com/read/detail/1790983/pendapatan-lpkr-nyaris-sentuh-rp3t

Cermati! Saham INKP Bakal Diburu Bandar
http://pasarmodal.inilah.com/read/detail/1791121/cermati-saham-inkp-bakal-diburu-bandar

Buruan Beli, Saham INTA Bakal Menuju Rp1.000
http://pasarmodal.inilah.com/read/detail/1791118/buruan-beli-saham-inta-bakal-menuju-rp1000

BKSL::: net profit = 120.241.287.958 vs 24.204.935.885 (+496.7 %)

8:40 AM 10/31 PT Intiland Development Tbk (DILD) membukukan penurunan laba bersih hingga 64%, sepanjang triwulan III-2011. Direktur Pengelolaan Modal dan Investasi Intiland Archied Noto Pradono mengatakan, hingga triwulan III 2011 perseroan membukukan laba bersih sebesar Rp105,31 miliar atau turun bila dibandingkan periode yang sama 2010 sebesar Rp293,06 miliar


Fundamentally:
CIMB mempertahankan rating Indofood Sukses Makmur (INDF) pada NEUTRAL dengan target harga Rp6400. Tekanan terhadap harga CPO mengganggu agribisnis sementara harga gandum menekan margin Bogasari. Kompetisi yang semakin ketat mengganggu kemampuan untuk pass on cost. Laba inti 9M11 sesuai ekspektasi kami, 77% dari angka FY11 kami. 3Q gross margin naik 20bp ke 27.3% karena naiknya margin mie instant. Hanya 40% dari capex Rp5.2tr yang telah digunakan pada 3Q11

CIMB menaikan rating United Tractors (UNTR) dari neutral menjadi OUTPERFORM target harga Rp32300 berdasarkan target PER CY13 sebesar 13x dari 11.6x sebelumnya. Penjualan alat berat yang kuat pada 9M11 sebesar 6,396 (+55% yoy, 83% dari angka FY11) dengan margin sebesar 20.7%. Kami menaikan target volume tahun ini menjadi 8500 unit. Laba inti 3Q11 mencapai Rp1.8tr (76% dari angka FY11 kami)

CIMB mempertahankan rating Telekomunikasi Indonesia (TLKM) pada NEUTRAL dengan target harga Rp7800. Meskipun valuasi saat ini cukup menarik namun fixed line yang melambat serta resiko pembayaran yang terlalu mahal untuk Telkomsel menjadi kekhawatiran kami. Pendapatan TLKM akan dipengaruhi oleh penghentian sms premium. Segment ini memiliki kontribusi 5-10% terhadap pendapatan.  Laba inti 3Q11 sebesar Rp3.2tr sesuai dengan ekspektasi kami.

Dow. 12231.11 +22.56. +0.18% Nasdaq. 2737.15. -1.48. -0.05% S&P 500.1285.08. +0.50. +0.04% FTSE. 5702.24. -11.58. -0.20% Dax. 6346.19. +8.35. +0.13% CAC40. 3348.63. -19.98. -0.59% Oil. 93.32. -0.64. -0.68% Gold. 1747.200 -0.500. -0.03% IDR. 8803(source: yahoo finance) Euro. 1.4148 TLKM. 33.93. -0.23 -0.67%. Rp7467 ISAT. 30.09. +0.31+1.04%.Rp5298 BumiPLC.745.000 +5.000. +0.676% EIDO. 31.160. -0.730. -2.289% Timah. 21975. +100. +0.46%. Nickel. 19690. -110. -0.56% CPOJan 2972RM -8RM -0.27% $969 Corn. 655.000+3.500. +0.54% SoybeanOil. 51.770.-0.340. -0.65% Wheat. 644.500.+0.500. +0.08% Coal28Okt 117.89vs.118.10(21 Okt)

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