Laporan & Rumor Saham Indonesia 15-11 (Refresh)

JADWAL 16 November
BANK BUMI ARTA RUPSLB, Listing IPO Visi Media Asia,  cum Dev BBLD 30,
cumRight Issue MYOH 6:1 (420), BoJ Monetary Policy Meeting, Weekly mortgage apps, CPI, industrial production, housing market index, oil  inventories, Fed's Lacker speaks, Fed's Rosengren speaks, LA auto show; Earnings from Abercrombie & Fitch, Target, Applied Materials, Limited Brands, NetApp

17 November
SELAMAT SEMPURNA (SMSM) DIVIDEND, RP 50, Rups BRPT, Rups TIRT, French and Spanish Auction: Obligadon Auction, Housing starts, jobless claims, Philadelphia Fed survey, Fed's Pianalto speaks, Motorola Mobility votes on Google acquisition, GM IPO 1-year anniversary; Earnings from Dollar Tree, GameStop, Ross Stores, Sears, Gap, Marvell Tech

2nd session JCI on 15.11.11
3813.84(-19.19pts)(-0.50%)
(H: 3833.13 ; L: 3799.45 )
Value:    2.36T (NG 380 B )
Volume: 2.63B (NG 396 M )
Foreign Nett Buy: 4 B
Incl. Crossing:
BMTR @790 ~ IDR 119 B (D vs D)
USD/IDR : 8985.    (On Shore)
                    8997.5 (Off Shore)
JCI for tomorrow:
Support:      3784; 3737        
Resistance: 3856; 3875

6 MARKET DRIVEN BY SECTOR
FINANCE.        (-1.05%)(559.557 B )
MANUFACTUR(-0.56%)(419.339 B )
MINING.            (-0.82%)(418.630 B )
INFRASTRUC(+0.03%)(322.361 B )
PROPERTY.  (+0.05%)(145.037 B )
CONSUMER.  (-0.13%)(126.884 B )

6 NETT BUY STOCKs BY FOREIGNers
ASII.          @71176.  (33.18 B )
AALI.        @22571.  (22.68 B )
TLKM.      @7447.  (18.95 B )
BBRI.        @6890.  (17.07 B )
IMAS.      @13221.  (9.69 B )
BDMN.      @4825.  (8.19 B )

6 NETT SELL STOCKs BY FOREIGNers
BBCA.      @8125.    (56.29 B )
BMRI.      @7149.    (52.59 B )
ADRO.    @2010.    (34.39 B )
BBNI.        @3923.    (18.58 B )
EXCL.      @5011.      (18.38 B )
PNLF.      @114.        (17.51 B )

8 MOST ACTIVE STOCKs BY VALUE
BMRI.      @7150.    (-2.05%)
ASII.        @71300.  (-0.97%)
UNTR.    @26050. (-2.06%)
BBCA.      @8150.    (-1.21%)
BBRI.        @6900.  (-0.71%)
TLKM.    @7450.  (-0.66%)
ADRO.    @2000.  (-2.43%)
BUMI.      @2250.  (0.00%)

8 MOST ACTIVE STOCKs BY VOLUME
PNLF-W.  @31.    (602.647 M )
PNLF.        @113.  (424.035 M )
ENRG.      @161.  (405.481 M )
BHIT.        @250. (104.267 M )
BNBR.      @51.    (80.320 M )
TRAM.    @830. (77.429 M )
SIPD.        @57.    (62.292 M )
TMPI.        @123.  (51.722 M )

Investor Kurang Bergairah, IHSG Menipis 19 Poin 
http://finance.detik.com/read/2011/11/15/160824/1767867/6/investor-kurang-bergairah-ihsg-menipis-19-poin

IHSG Koreksi, Investor 'Wait and See'
http://pasarmodal.inilah.com/read/detail/1796842/ihsg-koreksi-investor-wait-and-see

Turun 0,7%, Net Buy Asing Gagal Selamatkan IHSG
http://pasarmodal.inilah.com/read/detail/1796836/turun-07-net-buy-asing-gagal-selamatkan-ihsg

Inilah 10 Top Net Foreign Buy Saham Selasa (15/11)
http://pasarmodal.inilah.com/read/detail/1796841/inilah-10-top-net-foreign-buy-saham-selasa-1511

Pemegang Saham Setujui LPKR Buyback Saham
http://pasarmodal.inilah.com/read/detail/1796780/pemegang-saham-setujui-lpkr-buyback-saham

Mandala Multifinance Raup Pinjaman US$25 Juta
http://pasarmodal.inilah.com/read/detail/1796775/mandala-multifinance-raup-pinjaman-us25-juta

Bapepam: Sukuk Korporasi Peluang Hadapi Krisis
http://pasarmodal.inilah.com/read/detail/1796837/bapepam-sukuk-korporasi-peluang-hadapi-krisis

Yield Melonjak, Saham Eropa Bakal Loyo
http://pasarmodal.inilah.com/read/detail/1796769/yield-melonjak-saham-eropa-bakal-loyo

Ini Dia 6 Siasat BI 'Jinakkan' Krisis Global 
http://finance.detik.com/read/2011/11/15/160846/1767862/5/ini-dia-6-siasat-bi-jinakkan-krisis-global

Setuju menjual menara, saham ISAT melesat
http://investasi.kontan.co.id/v2/read/1321344720/82759/Setuju-menjual-menara-saham-ISAT-melesat-

PER UNTR ca. 16.98 ; PER INTA ca. 11.97. 16.98 + 11.97 = 14.475. P INTA [650] dgn. PER ca. 11.97. PER 14.475 => [14.475 : 11.97] * 650 => IDR 786.027.

Indofood (INDF IJ), Uninspiring flour business, TP Rp5,600,
Underperform
INDF’s 9M11 earnings of Rp2.3tn ($257.6m) came below ours and consensus’ expectations at 68, 70% respectively. Intensifying competition in flour business, declining palm oil price trend, and lack of near term catalyst are key reasons behind our unchanged U-PF rating. After adjusting for its 9M11 results, we forecast INDF to post an uninspiring 11%
Cagr EPS over 2010-13CL, lower than its peers. We arrived at Rp5,600 YE12 TP, on SOTP-based valuation, implying 14-12x 2012-13 P/E. Maintain Underperform.
Source: CLSA

1st session JCI on 15.11.11
3807.28(-25.76pts)(-0.67%)
(H: 3833.13 ; L: 3806.800)
Value:    978 B (NG 172 B )
Volume: 1.55 B (NG 270 M )
Foreign Nett Buy: 85 B
Incl. Crossing:
BMTR @790 ~ IDR 119 B (D vs D)
USD/IDR : 8985 (On Shore)
                    9010. (Off Shore)

6 MARKET DRIVEN BY SECTOR
FINANCE.    (-1.18%)(180.608 B )
MINING.        (-1.14%)(169.897 B )
MANUFACTUR(-0.68%)(144.720 B )
INFRASTRUC.  (-0.06%). (125.305 B )
AGRI.            (+1.03%)(63.382 B )
PROPERTY(-0.51%)(61.286 B )

6 NETT BUY STOCKs BY FOREIGNers
ASII.        @71454. (19.78 B )
TLKM.    @7466.  (11.41 B )
AALI.      @22522. (9.00 B )
BBRI.      @6892.    (8.22 B )
UNTR.    @26443. (7.77 B )
BBTN.    @1434.    (4.38 B )

6 NETT SELL STOCKs BY FOREIGNers
PNLF.      @114.      (11.80 B )
BBNI.        @3938.  (8.29 B )
ADRO.    @2027. (7.92 B )
BBCA.    @8137.  (5.74 B )
INDY.      @2312.  (5.19 B )
HRUM.    @7899.  (4.74 B )

8 MOST ACTIVE STOCKs BY VALUE
TRAM.    @820.    (-2.38%)
ASII.        @71200(-1.11%)
ENRG.      @163.      (+0.61%)
BMRI.      @7150.  (-2.05%)
UNTR.    @26500(-0.37%)
PNLF.      @114.      (0.00%)
BBRI.        @6850. (-1.43%)
AALI.      @22650(+3.18%)

8 MOST ACTIVE STOCKs BY VOLUME
PNLF-W. @32.    (455.235 M )
ENRG.      @163.  (285.182 M )
PNLF.        @114.    (283.140 M )
BHIT.        @245.  (86.383 M )
TRAM.    @820.  (67.893 M )
SIPD.        @56.    (49.974 M )
TMPI.        @122.  (44.345 M )
BNBR.        @51.      (41.420 M )

Saham AGRI Kurangi Tekanan IHSG di Akhir Sesi I
http://pasarmodal.inilah.com/read/detail/1796740/saham-agri-kurangi-tekanan-ihsg-di-akhir-sesi-i

BMRI, ASII, dan BBRI menjadi bluechips yang paling banyak dijual di sesi I
http://investasi.kontan.co.id/v2/read/1321334040/82742/BMRI-ASII-dan-BBRI-menjadi-bluechips-yang-paling-banyak-dijual-di-sesi-I-

Sesi I
Terkoreksi 25 Poin, IHSG Masih Bertahan di 3.800
http://finance.detik.com/read/2011/11/15/120632/1767619/6/terkoreksi-25-poin-ihsg-masih-bertahan-di-3800

IHSG: Konsentrasi di Saham Big Cap!
http://pasarmodal.inilah.com/read/detail/1796508/ihsg-konsentrasi-di-saham-big-cap

Kejutan Besar dari Warren Buffet
http://finance.detik.com/read/2011/11/15/104313/1767529/6/kejutan-besar-dari-warren-buffet

Rupiah terdepresiasi untuk kali pertama dalam tiga hari
http://investasi.kontan.co.id/v2/read/1321331576/82737/Rupiah-terdepresiasi-untuk-kali-pertama-dalam-tiga-hari-

Harga kontrak CPO melonjak ke level tertinggi dalam empat bulan
http://investasi.kontan.co.id/v2/read/1321332651/82739/Harga-kontrak-CPO-melonjak-ke-level-tertinggi-dalam-empat-bulan-

Saham TINS mencatatkan penurunan mengikuti pergerakan harga timah
http://investasi.kontan.co.id/v2/read/1321329418/82728/Saham-TINS-mencatatkan-penurunan-mengikuti-pergerakan-harga-timah-

Impor CPO China diprediksi naik, saham AALI dan LSIP menjadi incaran
http://investasi.kontan.co.id/v2/read/1321328410/82723/Impor-CPO-China-diprediksi-naik-saham-AALI-dan-LSIP-menjadi-incaran-

PGAS fr DBS Vickers:::
Perusahaan Gas Negara : Buy; Rp3,100;Price Target : Rp4,150; PGAS IJ                          
The worst is over
Succeeds in passing on higher gas cost from Santos contract.  Key catalysts: Completion of LNG terminal and new gas supply contracts to boost gas volume.  Attractive valuation with 5% yield; maintain Buy and Rp4,150 TP.

Borneo Lumbung Energi (BORN IJ): key points from company visit
�� Borneo’s spokesman Mr. Scott Merrilees acknowledges that the all the points brought up by Mr. Nat Rothschild are valid and need addressing. As an ex equity research analyst and commodity banker he sees tremendous value that could be
unlocked in Bumi Plc while improving corporate governance.
�� But operationally, BORN is not all well and good. The company may come short of its 3.6mn tons sales volume guidance for the year 2011, although only slightly.
�� Average selling price is definitely softening. From US$254, US$255, and US$230 in 1Q, 2Q, and 3Q, they are now looking at US$215-220 per ton. The level may even be lower by year-end, conservatively looking at USD170/ton for 2012.
�� Indian steel makers have regained their confidence to negotiate the coaking coal price lower by US$10-15/ton, from a seller market situation six months ago. Japan steel makers start to blame the Thailand floods for not accepting coaking coal deliveries. So coaking coal prices are likely to soften further.
�� But there will be share buyback to show confidence on their bold move to buy Bumi Plc.
�� We have no rating on BORN, but judging from both fundamental and tactical developments, investors could be better off with direct exposure into Bumi Resources. For BORN to perform, BUMI needs to perform first.
 
Agenda 15 November LIPPO KARAWACI RUPSLB, MYOH TECHNOLOGY REVERSE STOCK RASIO 1:8 CUM , Fed's Bullard speaks, Fed's Evans speaks, PPI, retail sales, Empire state mfg survey, Fed's Williams speaks, business inventories, Fed's Lacker speaks, Fed's Fisher speaks, Amazon's tablet ships, credit card default rates reported; Earnings from Home Depot, Wal-Mart, Staples, TJX, Beazer Homes, Dell, Italy- Deadline to review uses and goals of structural funds in conjunction with EU, 

Bloomberg; Morgan Stanley Sees 39% Gain for Emerging Stocks by End-2012

Bloomberg: Borneo Lumbung Said to Begin Marketing $1 Billion Loan Tomorrow

Bloomberg; Asian Stocks Fall as Rising Italian Yields Stoke Crisis Concern

Rekomendasi Analis Saham
http://pasarmodal.inilah.com/read/detail/1796734/rekomendasi-analis-saham

Indosat Rencana Jual Menara ke Tower Bersama
http://pasarmodal.inilah.com/read/detail/1796703/indosat-rencana-jual-menara-ke-tower-bersama

IMF Ingatkan Bank China Bisa Berisiko Sistemik
http://pasarmodal.inilah.com/read/detail/1796737/imf-ingatkan-bank-china-bisa-berisiko-sistemik

Multistrada Arah: Indomobil and Northstar Will Exercise Their Rights
Indomobil Sukses (IMAS, Not Rated) and Northstar Pacific Partners will exercise their rights in the upcoming MASA rights issue. MASA is calling an EGM on December 5, 2011 to obtain shareholders approval to issue 3.06 bn new shares (33.3% of listed shares) at Rp500 per share – raising Rp1.53 tn (US$170 mn).  (Credit Suisse)

PT Panin Financial Tbk (PNLF), membukukan laba bersih Q3 2011 703 miliar naik sebesar 30% dibandingkan Q3 2010 548 miliar. Proyeksi laba bersih full year PNLF bisa mencapai 1 triliun dengan EPS Rp 40,- PE ratio 3 kali. Target Price Full Year Rp 300.

BKSL NOW TRADES AT A P/E RATIO OF 52X 2011 EARNINGS, FAR ABOVE INDUSTRIAL AVERAGE P/E RATIO OF 15X

*DJ Subsidized-Fuel Prices May Be Raised By IDR1,000/Liter From IDR4,500 - Depu
*DJ Indonesian Government To Propose To House To Raise Subsidized-Fuel Prices

BLOOMBERG: *BANK INDONESIA CUTS 2012 GDP FORECAST TO 6.5% VS 6.7%: WARJIYO. *BANK INDONESIA CUTS 2012 GDP FORECAST TO 6.5% VS 6.7%: WARJIYO.

BLOOMBERG: *MORGAN STANLEY FAVORS CHINA MOST AMONG ASIAN STOCK MARKETS. *CHINA WON'T CUT RATES UNTIL FIRST HALF OF 2012, GARNER SAYS

Bloomberg; Palm Oil Erases Losses, Climbs 0.4% to 3,209 Ringgit a Ton

Bloomberg; Tower Bersama Said Close to Buying Indosat Cell-Phone Towers

Terpukul Kondisi Eropa, IHSG Dibuka Turun 0,58%
http://pasarmodal.inilah.com/read/detail/1796666/terpukul-kondisi-eropa-ihsg-dibuka-turun-058

Rekomendasi Saham
IHSG Ikuti Koreksi Global
http://finance.detik.com/read/2011/11/15/072826/1767404/6/ihsg-ikuti-koreksi-global

Inilah Saham Rawan Profit Taking
http://pasarmodal.inilah.com/read/detail/1796655/inilah-saham-rawan-profit-taking

Inilah Menu Saham Pilihan Selasa (15/11)
http://pasarmodal.inilah.com/read/detail/1796542/inilah-menu-saham-pilihan-selasa-1511

Borneo Lumbung Energi Rencana Buyback Saham
http://pasarmodal.inilah.com/read/detail/1796650/borneo-lumbung-energi-rencana-buyback-saham

BRI Salurkan Kredit Rp8 T ke Industri Kreatif
http://pasarmodal.inilah.com/read/detail/1796487/bri-salurkan-kredit-rp8-t-ke-industri-kreatif

Layak Dilirik, Saham DAVO Diburu Fund Manager
http://pasarmodal.inilah.com/read/detail/1796639/layak-dilirik-saham-davo-diburu-fund-manager

BBTN Rencana Terbitkan Obligasi Rp2 Triliun
http://pasarmodal.inilah.com/read/detail/1796486/bbtn-rencana-terbitkan-obligasi-rp2-triliun

Akumulasi! ENRG Bakal Menuju Rp300
http://pasarmodal.inilah.com/read/detail/1796637/akumulasi-enrg-bakal-menuju-rp300

TINS mengincar produksi 50.000 ton timah
http://investasi.kontan.co.id/v2/read/1321321481/82696/TINS-mengincar-produksi-50.000-ton-timah-

Negosiasi alot, rencana BWPT akuisisi lahan baru tertunda
http://investasi.kontan.co.id/v2/read/1321321050/82694/Negosiasi-alot-rencana-BWPT-akuisisi-lahan-baru-tertunda-

Kejar target 2011, Indofarma akan merilis 12 obat baru
http://investasi.kontan.co.id/v2/read/1321317947/82683/Kejar-target-2011-Indofarma-akan-merilis-12-obat-baru-

Imbal hasil sukuk global sekitar 4,25%
http://investasi.kontan.co.id/v2/read/1321318453/82687/Imbal-hasil-sukuk-global-sekitar-425-

Menuju Investment Grade, RI Jual Sukuk US$1 M
http://pasarmodal.inilah.com/read/detail/1796647/menuju-investment-grade-ri-jual-sukuk-us1-m

Riset Fed: 50% Kemungkinan AS Resesi di 2012
http://pasarmodal.inilah.com/read/detail/1796653/riset-fed-50-kemungkinan-as-resesi-di-2012

Demonstran: "Kami Akan Tutup Wall Street Kamis"
http://pasarmodal.inilah.com/read/detail/1796673/demonstran-kami-akan-tutup-wall-street-kamis

Imbal Hasil Surat Utang Eropa Melonjak, Wall Street Merosot 
http://finance.detik.com/read/2011/11/15/064446/1767388/6/imbal-hasil-surat-utang-eropa-melonjak-wall-street-merosot

Harga minyak merosot tersengat sentimen Italia
http://investasi.kontan.co.id/v2/read/1321318036/82684/Harga-minyak-merosot-tersengat-sentimen-Italia-

Dow. 12078.98. -74.70. -0.61% Nasdaq. 2657.22. -21.53. -0.80% S&P 500.1251.78. -12.07. -0.95% FTSE. 5519.78. -26.34. -0.47% Dax. 5985.02. -72.01. -1.19% CAC40. 3108.95. -40.43. -1.28% Oil. 98.14. -0.85. -0.86% Gold. 1781.400 -6.700. -0.37% IDR. 8967.5(source: yahoo finance) Euro. 1.3626 TLKM. 33.18. -0.30 -0.90%.Rp7439 ISAT. 28.30. -0.22 -0.77% Rp5076 BumiPLC.879.500.+6.000.+0.686% EIDO. 29.900. -0.500. -1.645% Timah. 21425. -325. -1.49%. Nickel. 17565. -535. -2.96% CPOJan 3195RM+60RM+1.88%$1020 Corn. 643.250 -4.500. -0.69% SoybeanOil. 51.220.+0.240 +0.47% Wheat. 638.250. -7.750. -1.20% Coal 11Nov 115.40vs.116.94(4 Nov)

Trades of the Day... Fundamentally: CIMB mempertahankan rating Unilever Indonesia (UNVR) pada TRADING BUY dengan target harga Rp20300 berdasarkan 34.4-30.0x 2012-13 PER atau 2x PEG. Pertumbuhan penjualan sebesar 15% tahun depan sepertinya sangat mungkin, ditambah UNVR telah memulai customer (retailer) collaboration dan technology development centre, salah satu dari 6 centre di dunia. Melalui centre ini, pedagang bisa access global database milik UNVR, mempelajari pola beli konsumen, trend terbaru dan kesempatan. Dengan menggunakan software khusus, pedagang juga bisa mendesign sebuah toko. Sejauh ini, AMRT, RALS dan Carrefour telah menggunakan program ini. Supermarket/minimarket sekitar 43% dari total trade Indonesia

CIMB mempertahankan rating Astra International (ASII) pada OUTPERFORM dengan target harga Rp77200 berdasarkan 13.6x 2013 PER. Model terbaru Avanza dan Xenia telah diluncurkan dengan harga lebih mahal Rp6-15 juta dari sebelumnya (menyamai harga Nissan Livina), namun backlog order (indent) terus berdatangan. Toyota dan Daihatsu memprediksi kenaikan volume 15-20%. ASII sepertinya akan mampu mempertahankan market share 56%

MEDC & ENRG (CC) Oil and Gas: New oil law to benefit local. players ∙ The Indonesian government plans to add a new clause to the oil and gas law that will give Indonesian oil and gas companies (state-owned and provate) the top priority in acquiring the stake over expired contracts of foreign companies, according to senior official ∙ According to the Ministry of Energy, as quoted in Jakarta Globe, 13 oil and gas blocks are set to expire from 2013 to 2020. Among them is the largest gas-producing block in Mahakam, operated by Total E&P, in 2017. CNOOC’s Southeast Sumatra block and Chevron Pacific’s East Kalimanatan block will also expire within the decade ∙ We view the update positively and local oil and gas firms such as Medco Energi (MEDC) and Energi Mega will benefit from the new law

3 Days For The Last Early Bird. Just Be Survival & Win As We Did In August - Until Now

Lokasi Untuk Sementara : Golden Boutique Hotel - Melawai Jl. Melawai No. 6-8, Blok M Jakarta Selatan 12160 - Indonesia Tel. +62 21 7234 555

Click Untuk Memperbesar

Workshop CTA V: CTA Terakhir di tahun 2011.

Tempat Terbatas & Minimal Kuota 10 Peserta (*). Terdaftar: 5 orang.

W.S CTA on Request (VI) di Surabaya:  Januari 2012, Siapkan diri anda dari sekarang, minimal 15 orang.

W.S CTA VII (The 1st Advanced) I (Rp 5.000.000,00) & II (Rp 5.000.000,00) di Februari - Maret 2012

Baca Selengkapnya di:

http://hitsaham.blogspot.com/2011/11/bagaimana-kapan-terjadinya-armagedon.html

Market Dare U...The Bear Is In The House???

Europe’s Crash Landing
The situation in Europe gets more depressing by the day. Policymakers have waited too long and now events are beyond their control. The only way to avert a disorderly breakup and another Great Depression is by deploying the European Central Bank (ECB) to backstop the debt of the individual countries, and even that might not work.
READ MORE: http://www.philstockworld.com/2011/11/13/europe%E2%80%99s-crash-landing/

Could The Debt Crisis Come To The U.S.?
Much of the volatility impacting global markets of late is the result of the European sovereign debt issues. Italy is the latest country to see its bond rates soar.
READ MORE: http://disciplinedinvesting.blogspot.com/2011/11/could-debt-crisis-come-to-us.html

The Global Super-Rich Stash: Now $25 Trillion
Another super-slick global financial analysis firm has just tallied how much net worth is sloshing around in the pockets of the world’s most spectacularly wealthy. So when will the time finally come to stop the counting — and start the taxing?
READ MORE: http://www.ourfuture.org/blog-entry/2011114512/global-super-rich-stash-now-25-trillion

Krugman: There is No Recovery
Three to 6 months from now, his Keynesian view will be totally demolished, from a price inflation perspective and a manipulated recovery perspective.
READ MORE: http://www.economicpolicyjournal.com/2011/11/krugman-there-is-no-recovery.html

Get Ready For The Return Of $100 Oil
Oil prices rose about 5 percent this week to finish only a dollar short of regaining triple-digit status. Since dipping below $80 per barrel on October 3, West Texas Intermediate (WTI) prices have increased almost 28 percent. This increase is nearly twice that of the S&P 500 Index, up 15 percent since October 3, but reinforces a recent trend for oil prices—as equities go, so goes oil.
READ MORE: http://www.econmatters.com/2011/11/get-ready-for-return-of-100-oil-guest.html

Advance Look At This Week's Key Event: Is Europe's Latest Velvet Revolution Credible?From Goldman Sachs
Last week was another milestone in terms of escalating sovereign tensions in the Eurozone. For several days it was not clear who would lead the next Greek government. Similar uncertainty regarding the future of the Italian government triggered a severe BTP sell-off, which then led to a clearinghouse margin call for Italian debt.
READ MORE: http://www.zerohedge.com/news/advance-look-weeks-key-event-europes-latest-velvet-revolution-credible

Moody's Says EFSF Unable To Support EU Bonds, Sends EURUSD Lower
READ MORE: http://www.zerohedge.com/news/moodys-says-efsf-unable-support-eu-bonds-sends-eurusd-lower

@IHSG (Intraday Oversold) vs DJIA (Golden Cross)

IHSG:

DJIA:

VIX Index:

USDIDR:

HSI:

Laporan & Rumor Saham Indonesia 14-11 (Refresh)

2nd session JCI on 14.11.11
3833.04(+54.15pts)(+1.43%)
(H: 3833.23 ; L: 3779.34 )
Value:    3.01T. (NG 185 B )
Volume: 3.68 B (NG 251 M )
Foreign Nett Buy: 276 B
USD/IDR : 8950.    (On Shore)
                    8972.5 (Off Shore)

JCI for tomorrow:
Support:      3796; 3730
Resistance: 3856; 3922

6 MARKET DRIVEN BY SECTOR
MANUFACTUR (+2.11%)(741.686 B )
MINING.    (+0.77%)(634.385 B )
FINANCE.  (+1.47%)(564.047 B )
INFRASTRUC. (+0.51%)(329.840 B )
PROPERTY.    (+1.01%)(273.245 B )
CONSUMER.    (+1.14%)(238.049 B )  

6 NETT BUY STOCKs BY FOREIGNers
ASII.      @71396.  (155.42 B )
BMRI.    @7250.    (91.89 B )
TLKM  @7470.    (17.52 B )
PTBA.  @17899.  (16.49 B )
ASRI.    @463.      (15.68 B )
ITMG.    @44601.  (15.50 B )

6 NETT SELL STOCKs BY FOREIGNers
BUMI.    @2256.    (31.95 B )
INDY.      @2346.  (30.26 B )
INDF.      @4941.  (29.77 B )
ADRO.  @2063.  (17.53 B )
HRUM    @8009.  (15.45 B )
BBCA.    @8195.    (14.50 B )

8 MOST ACTIVE STOCKs BY VALUE
ASII.        @72000 (+3.59%)
UNTR.    @26600 (+4.51%)
BMRI.      @7300.  (+2.09%)
BUMI.      @2250.  (-1.09%)
ASRI.      @460.      (+2.22%)
ENRG.    @162.      (+4.51%)
INDF.        @4925.  (+1.02%)
BBRI.      @6950.  (+1.46%)

8 MOST ACTIVE STOCKs BY VOLUME
ENRG.    @162.  (954.635 M )
ASRI.      @460.  (333.668 M )
PNLF-W@28.    (275.452 M )
PNLF.      @114.  (272.174 M )
APIC.      @225.  (137.205 M )
BNBR.      @51.    (100.973 M )
ENRG-W@46.    (91.112 M )
ELTY.      @115.  (89.837 M )

Asing Net Buy, IHSG Bisa Menguat 1,4%
http://pasarmodal.inilah.com/read/detail/1796417/asing-net-buy-ihsg-bisa-menguat-14

Marak Aksi Beli, IHSG Menanjak ke 3.833
http://finance.detik.com/read/2011/11/14/161000/1767116/6/marak-aksi-beli-ihsg-menanjak-ke-3833

Saham TMPI Teraktif Diperdagangkan Senin (14/11)
http://pasarmodal.inilah.com/read/detail/1796438/saham-tmpi-teraktif-diperdagangkan-senin-1411

Saham BUMI Terbanyak Dijual Asing, Senin (14/11)
http://pasarmodal.inilah.com/read/detail/1796466/saham-bumi-terbanyak-dijual-asing-senin-1411

Harapan dari Yunani & Italia Angkat Bursa Asia
http://pasarmodal.inilah.com/read/detail/1796463/harapan-dari-yunani-italia-angkat-bursa-asia

BII Gunakan 15-20% Capex untuk Upgrade Sistem
http://pasarmodal.inilah.com/read/detail/1796460/bii-gunakan-15-20-capex-untuk-upgrade-sistem

Wall Street Awal Pekan Diindikasi Dibuka Mixed
http://pasarmodal.inilah.com/read/detail/1796470/wall-street-awal-pekan-diindikasi-dibuka-mixed

Jumlah IPO 2011 Lebih Kecil dari 2010?
http://pasarmodal.inilah.com/read/detail/1796416/jumlah-ipo-2011-lebih-kecil-dari-2010

Dana IPO Erajaya Untuk Lunasi 'Promissory Notes'
http://pasarmodal.inilah.com/read/detail/1796434/dana-ipo-erajaya-untuk-lunasi-promissory-notes

LPEI Raih Ijin Terbitkan Obligasi Rp10,5 T
http://pasarmodal.inilah.com/read/detail/1796425/lpei-raih-ijin-terbitkan-obligasi-rp105-t

Bursa Bangladesh Anjlok, Investor Kembali Mengamuk 
http://finance.detik.com/read/2011/11/14/175623/1767222/6/bursa-bangladesh-anjlok-investor-kembali-mengamuk

Indonesia Eximbank Terbitkan Surat Utang Rp 10,5 Triliun 
http://finance.detik.com/read/2011/11/14/160520/1767109/6/indonesia-eximbank-terbitkan-surat-utang-rp-105-triliun

Berita” BKSL
BKSL::: net profit = 120.241.287.958 vs 24.204.935.885 (+496.7 %)
REMINDER Fr CC :: Land is King Sentul City (BKSL) is Indonesia’s largest property developer strictly based on land inventory, proportionately owning around 9,100 hectares in Sentul area, strategically located between Jakarta and Bogor. The next biggest developer is BSDE with around 4,500 hectares of land inventory. Big land inventory is a blessing when property prices are on the run, eliminating any concern on land replacement cost while allowing margin expansion. As a satellite city, Sentul area offers unique topography being situated 300-1,100M above sea levels with surrounding mountains and cooler weather compared with competing developments. We start coverage with a BUY rating and TP of Rp400/share.

‎​Company: Sentul City (BKSL IJ, Singapore Property) Event: Neutral - Site visit Recommendation Non-rated Share Price/Mkt. cap: Rp295 / US$1.04bn Target Price: - What you should do: The stock has performed quite well this year, up by +173% YTD. Now at Rp295, it is 7% away from its 52-week high. Appraised value according to the company reached Rp16.3tr by YE10 (or Rp179k/sqm assuming the 9,100ha or Rp519/sh). At current price, the company’s P/BV was 1.6x (book value on land alone) and discount to RNAV at 43% based on YE10 price. We estimate RNAV based on liquidated value, arriving at Rp11.6tr (20% disc to current price).

IGAR bayar dividen interim senilai Rp 25 per saham
JAKARTA. PT Champion Pacific Indonesia Tbk (IGAR) akan membayarkan dividen interim tahun buku 2011 senilai Rp 25 per saham atau total Rp 972,205 juta, pada 8 November mendatang. Pembagian dividen interim tersebut didasarkan pertimbangan kinerja perseroan yang bagus di tahun ini. Per 27 September 2011, perseroan membukukan laba bersih senilai Rp 25,527 miliar. 

1st session JCI on 14.11.11
3820.67(+41.78pts)(+1.10%)
(H: 3824.80 ; L: 3779.34)
Value:    1.54T (NG 93 B )
Volume: 2.17 B (NG 76 M )
Foreign Nett Buy: 85 B
USD/IDR : 8962 (On Shore)
          8953 (Off Shore)

6 MARKET DRIVEN BY SECTOR
MINING.        (+0.59%)(347.728 B )
MANUFACTUR(+1.82%)(328.026 B )
FINANCE.    (+0.71%)(246.531 B )
PROPERTY(+0.86%)(210.376 B )
INFRASTRUC. (+0.51%)(167.394 B )
CONSUMER(+1.31%)(137.801 B )

6 NETT BUY STOCKs BY FOREIGNers
BMRI.      @7247.  (43.00 B )
ASII.        @70911.  (33.06 B )
UNTR.    @25870.(11.34 B )
ASRI.    @463.      (9.85 B )
BORN.    @858.      (5.08 B )
SIMP.    @1209.    (4.66 B )

6 NETT SELL STOCKs BY FOREIGNers
INDF.    @4949.  (18.05 B )
BUMI.    @2272.  (17.56 B )
INDY.    @2377.  (7.97 B )
HRUM.  @8035.  (6.94 B )
PGAS.  @3106.  (5.13 B )
ADRO.  @2076.  (4.59 B )

8 MOST ACTIVE STOCKs BY VALUE
ASRI.    @455.      (+1.11% )
UNTR.  @26500 (+4.12%)
BMRI.    @7250.  (+1.39%)
BUMI.    @2250.  (-1.09%)
ENRG.  @160.      (+3.22%)
ASII.      @71200. (+2.44%)
INDF.      @4950.  (+1.53%)
TRAM.  @830.    (0.00%)

8 MOST ACTIVE STOCKs BY VOLUME
ENRG.    @160.  (600.992 M )
ASRI.    @455. (282.699 M )
PNLF-W@27.  (174.810 M )
PNLF.    @112.    (147.702 M )
APIC.    @225.  (131.677 M )
TRAM.  @830.  (58.226 M )
KIJA.    @160.    (56.855 M )
TMPI.    @121.    (55.087 M )

PE comparison....
Hrum. 14.98.
ITMG 11.85
INDY 11.87
BORN 8.60
BUMI 9.91
ADRO 14.86
PTBA 13.32


Blue Chip Dorong IHSG Sesi I Ditutup Naik 1,15%
http://pasarmodal.inilah.com/read/detail/1796330/blue-chip-dorong-ihsg-sesi-i-ditutup-naik-115

Meski Sepi Transaksi, IHSG Menanjak 41 Poin 
http://finance.detik.com/read/2011/11/14/120938/1766881/6/meski-sepi-transaksi-ihsg-menanjak-41-poin

Kisah Sang Milyuner yang Bangkrut Karena Krisis 
http://finance.detik.com/read/2011/11/14/114804/1766860/68/kisah-sang-milyuner-yang-bangkrut-karena-krisis

TINS Minta Ekspor Timah Dilakukan Satu Pintu'http://pasarmodal.inilah.com/read/detail/1796346/tins-minta-ekspor-timah-dilakukan-satu-pintu

TINS Prediksi Capai Produksi 50 Rb Ton di 2012
http://pasarmodal.inilah.com/read/detail/1796339/tins-prediksi-capai-produksi-50-rb-ton-di-2012

Naik Tajam, BEI Awasi Saham SRAJ
http://pasarmodal.inilah.com/read/detail/1796336/naik-tajam-bei-awasi-saham-sraj

Fitch Tetapkan Rating A- untuk Obligasi MEGA
http://pasarmodal.inilah.com/read/detail/1796343/fitch-tetapkan-rating-a-untuk-obligasi-mega

Bapepam Konversi 17 PSAK ke IFRS pada 2012
http://pasarmodal.inilah.com/read/detail/1796351/bapepam-konversi-17-psak-ke-ifrs-pada-2012

Sebulan, rata-rata imbal hasil SUN turun 56 bps
http://investasi.kontan.co.id/v2/read/1321253259/82631/Sebulan-rata-rata-imbal-hasil-SUN-turun-56-bps-

Sepekan, indeks IDMA diperkirakan akan naik tipis
http://investasi.kontan.co.id/v2/read/1321245538/82612/Sepekan-indeks-IDMA-diperkirakan-akan-naik-tipis-

Implementasi laporan keuangan standar internasional masih minim
http://investasi.kontan.co.id/v2/read/1321244564/82608/Implementasi-laporan-keuangan-standar-internasional-masih-minim-

JP Morgan:::
Economics –– US data keep supporting a 2.5% pace in H2.
• Portfolio strategy –– Heavy overweights in cash, that pays no yield, and less acute risks on US growth and Chinese inflation keep us overweight risk assets• Fixed Income –– We close tactical shorts in long end Treasuries, and keep only a value-based short in 2-year Germany.• Equities –– Both US and European companies have beaten Q3 EPS consensus by 4% on average.• Credit –– We keep a preference for long US vs. European credit.
• Foreign exchange –– Large-scale ECB bond buying should not be a negative for the euro. But we keep hedges by being long JPY.
• Commodities–– We close the short leg of our EM Asia vs. US relative trade and double up on the long leg. Be long brent, gasoil, gold, sugar, corn and wheat.
After a quite volatile week,
risk markets are net up on the week, and safe bonds are down, though by amounts that could be reversed in minutes. Let’s just call it range trading, therefore. The great majority of institutional investors we see remain quite sceptical about risk assets as the politics of fiscal consolidation in a slow-growth world continue to be quite ugly. And the Euro Area is little closer to agreement on measures to stop their debt crisis, while now more openly debating whether it is better to just shrink the currency union.

Trades of the Day...Fundamentally:
CIMB mempertahankan rating JCI pada OVERWEIGHT dengan target index 2012 tetap pada 4700 atau 13.5x CY13 PER. Earnings rata-rata naik 26% pada 3Q, namun tidak seperti 1H11, hampir sepertiga tidak mencapai ekspektasi, mayoritas dari sektor CPO, coal, contractor dan property. Sedangkan sektor consumer dan perbankan diatas ekspektasi. 2012 earnings growth telah kami pangkas menjadi 16% dari 19% karena kemungkinan global slowdown tahun depan seperti langkah BI memangkas 50bp sebagai antisipasi. Top picks kami tetap ASII, GGRM, BMRI dengan target harga Rp77200, 64200, 9400CIMB mempertahankan rating Indo Tambangraya Megah (ITMG) pada NEUTRAL dengan target harga Rp42650 berdasarkan 8.8x 2012 PER. Kami khawatir atas kondisi outlook 2012 dan karena production growth ITMG yang kalah dibandingkan peers. Laba 9M11 diatas ekspektasi kami karena stripping ratio 12x dengan production cost yang lebih rendah. 3Q11 production mencapai 17.6Mt (+31% qoq). ITMG telah lockedb in sekitar 15-20% dari volume 2012 pada harga US$100/ ton

Bloomberg: Indosat Cut to Neutral From Buy at UBS. Telkom Indonesia Cut to Neutral From Buy.     XL Axiata Raised to Buy From Neutral

Bloomberg: Timah Estimates Tin Price to Average $23,000 a Ton Next Year. Timah Expects Tin Sales to Decline to 35,500 Tons This Year

Bloomberg: Indonesia to Allow Coal Miners to Trade Domestic Supply Quotas

Bloomberg: Indonesia Plans to Price Seven-Year Global Islamic Bonds Today

Bloomberg: Rupiah Advances for Second Day as Growth Outlook Spurs Inflows

Bloomberg; Palm Oil Gains as Much as 1.2% to 3,174 Ringgit a Metric Ton

Kemajuan Eropa Pacu IHSG Dibuka Naik 0,85%
http://pasarmodal.inilah.com/read/detail/1796273/kemajuan-eropa-pacu-ihsg-dibuka-naik-085

Inilah Saham Penopang Indeks Hari Ini
http://pasarmodal.inilah.com/read/detail/1796265/inilah-saham-penopang-indeks-hari-ini

ADMF Rencana Terbitkan Obligasi Rp6 Triliun
http://pasarmodal.inilah.com/read/detail/1796278/admf-rencana-terbitkan-obligasi-rp6-triliun

DJIA Tembus 12.000, Tren IHSG Naik dan Aman
http://pasarmodal.inilah.com/read/detail/1796022/djia-tembus-12000-tren-ihsg-naik-dan-aman

Saham MEDC rebound setelah harga minyak reli signifikan
http://investasi.kontan.co.id/v2/read/1321241737/82598/Saham-MEDC-rebound-setelah-harga-minyak-reli-signifikan-

CPO diproyeksi sentuh RM 4.000, saham AALI reli 2,1%
http://investasi.kontan.co.id/v2/read/1321240819/82594/CPO-diproyeksi-sentuh-RM-4.000-saham-AALI-reli-21-

Dikabarkan jual saham, BIPI bergerak positif
http://investasi.kontan.co.id/v2/read/1321240132/82592/Dikabarkan-jual-saham-BIPI-bergerak-positif-

BI rate turun, peluang masuk obligasi korporasi
http://investasi.kontan.co.id/v2/read/1321236253/82583/BI-rate-turun-peluang-masuk-obligasi-korporasi-

REMINDER::: GTBO NOW TRADES AT A P/E RATIO OF ONLY 6.1X 2012 EARNINGS; GTBO IS A COAL PRODUCER AIMING FOR MORE BUSINESS EXPANSION

Lepas 10% saham, Alam Sutera incar Rp 730 Miliar (ID) ASRI berpotensi memperoleh dana sekitar Rp 730 miliar dari pelepasan 1,78 miliar (10%) saham tanpa hak memesan efek terlebih dahulu (non-HMETD). Kisaran harga penjualan saham minimal Rp 410, dimana perseroan akan menguunakan dana untuk membiayai ekspansi usaha guna memperluas lahannya di Pasar Kemis, Tangerang menjadi 1.000 ha sebelum akhir 2011 dari sebelumnya 700 ha. Nilai investasi sebesar Rp 300-500 miliar.

Bloomberg: Benakat Petroleum Energy Sells 2.4% Stake in Elnusa, Daily Says

Bloomberg; Rubber Futures Advance as Much as 3.9% in Tokyo

Bloomberg: Adira Dinamika to Sell 2 Trillion Rupiah of Bonds in December

Bloomberg: *ROLLS-ROYCE WINS $280 MLN ORDER FROM GARUDA INDONESIA AIRLINES

Bloomberg; Soybeans May Drop Below $11.50 a Bushel, Hanfeng Huayu Says

Bloomberg; Rothschild’s Relationship With Bakrie Family Strained, FT Says

Inilah Daftar Saham Pilihan Senin (14/11)
http://pasarmodal.inilah.com/read/detail/1796128/inilah-daftar-saham-pilihan-senin-1411

IHSG Siap Semangat Ikuti Penguatan Regional 
http://finance.detik.com/read/2011/11/14/072524/1766643/6/ihsg-siap-semangat-ikuti-penguatan-regional

Ayo Akumulasi, DKFT Berpeluang Menuju Rp4.000
http://pasarmodal.inilah.com/read/detail/1796232/ayo-akumulasi-dkft-berpeluang-menuju-rp4000

Rencana Tambah Modal, Cermati UNSP
http://pasarmodal.inilah.com/read/detail/1796234/rencana-tambah-modal-cermati-unsp

Solusi Krisis Utang Eropa Gairahkan Saham Asia
http://pasarmodal.inilah.com/read/detail/1796239/solusi-krisis-utang-eropa-gairahkan-saham-asia

Inilah Target Harga Saham Bank 2011 & 2012
http://pasarmodal.inilah.com/read/detail/1796061/inilah-target-harga-saham-bank-2011-2012

Saham Bank Diuntungkan BI Rate
http://pasarmodal.inilah.com/read/detail/1796045/saham-bank-diuntungkan-bi-rate

Oktober, BNI Salurkan Kredit Jalan Tol Rp11,02 T
http://pasarmodal.inilah.com/read/detail/1796107/oktober-bni-salurkan-kredit-jalan-tol-rp1102-t

Astra Agro Rencana Bangun 4 Pabrik Baru
http://pasarmodal.inilah.com/read/detail/1796138/astra-agro-rencana-bangun-4-pabrik-baru

PTIS kantongi fasilitas kredit dari Bank Permata
http://investasi.kontan.co.id/v2/read/1321174338/82555/PTIS-kantongi-fasilitas-kredit-dari-Bank-Permata-

2012, Visi Media bangun 4-6 stasiun TV baru
http://investasi.kontan.co.id/v2/read/1321175226/82556/2012-Visi-Media-bangun-4-6-stasiun-TV-baru-

Bursa Asia sepanjang pekan lalu anjlok 2,4%
http://investasi.kontan.co.id/v2/read/1321092652/82549/Bursa-Asia-sepanjang-pekan-ini-anjlok-24-

Harga CPO diperkirakan US$ 3.300 tahun depan
http://investasi.kontan.co.id/v2/read/1321233139/82573/Harga-CPO-diperkirakan-US-3.300-tahun-depan-

Analis : Emas masih dalam tren bullish
http://investasi.kontan.co.id/v2/read/1321169455/82551/Analis-Emas-masih-dalam-tren-bullish-

China siap memperbolehkan perusahaan asing listing di negaranya
http://investasi.kontan.co.id/v2/read/1321229578/82568/China-siap-memperbolehkan-perusahaan-asing-listing-di-negaranya-

•PGAS akan bagikan dividen interim Rp 10,87 per saham
•ITMG alokasikan belanja modal tahun 2012 sebesar USD 223 juta
•ITMG targetkan produksi tahun 2012 sebesar 27 juta ton/tahun
•ITMG bukukan laba bersih September 2011 naik 94,08% YoY
•PTRO mencatatkan laba bersih September 2011 USD 33,02 juta
•HRUM alokasikan capex rutin US$10 juta
•BIPI jual 2,4% saham ELSA Rp 37,5 miliar
•ASII ekspansi jaringan otomotif
•ASII akan menaikkan anggaran belanja modal pada 2012
•BATA bagikan dividen interim Rp1.446/saham
•BUDI proyeksikan penjualan tahun 2012 naik 5%-10% YoY
•SHID targetkan pendapatan usaha tahun 2012 naik 30% YoY
•Capex PJAA 2012 Rp600 miliar
•AALI akan investasi USD 100 juta
•AALI akan membangun 4 pabrik pengolahan CPO
•GJTL bidik pendapatan 25%
•PTIS mendapat fasilitas pinjaman dari BNLI USD 35 miliar
•ADMF terbitkan obligasi Rp 6 triliun
•BBNI menyalurkan kredit jalan tol Rp11.02triliun
•BSIM menargetkan kenaikan fee based income 20%
Source: www.vas.co.id