Laporan & Rumor Saham Indonesia 16-03 (Refresh)

2nd SESSION JCI on 16.03.12
(By: Gita Adiwoso - D'Origin)

IHSG @4028.53 (-11.44 pts) (-0.28 %)
(H: 4060.07 ; L: 4017.86)
Value: 4.895 T (NG 956 B )
Volume: 3.605 B (NG 223 M )
Foreign Nett Buy 518 B
Incl. Crossing:
KKGI @ 7300 ~ 595 B (F vs F)
USD/IDR: 9140 (On Shore)
9188 (Off Shore)

JCI for Monday (19.03.12):
Support: 4009 ; 3979
Resistance: 4060 ; 4090

6 MARKET DRIVEN BY SECTOR
MANUFACTUR (-1.22%) (1.185 T )
MINING. (-0.54%) (1.178 T )
TRADE. (+0.23%) (631.706 B )
FINANCE (+0.50%) (627.879 B )
INFRASTRUC (+0.41%) (574.820 B )
PROPERTY. (+0.39%) (497.495 B )

7 NETT BUY STOCKs BY FOREIGNers
BMRI. @ 6824. (109.81 B )
BBCA. @ 7873. (84.74 B )
PGAS. @ 3764. (77.02 B )
SMGR @ 12371. (56.14 B )
BBRI. @ 6768. (43.17 B )
MNCN. @ 1855. (42.21 B )
KLBF. @ 3527. (41.16 B )

7 NETT SELL STOCKs BY FOREIGNers
UNTR. @ 29234 (41.80 B )
AALI. @ 21583. (35.58 B )
KKGI. @ 7408. (32.18 B )
PTBA. @ 20184 (21.33 B )
GGRM @ 54654(20.00 B )
EXCL. @ 4470. (18.15 B )
ICBP. @ 5308. (11.09 B )

8 MOST ACTIVE STOCKs BY VALUE
ASII. @ 71000 (-2.80%)
BMRI. @ 6900. (+1.47%)
MNCN @ 1950. (+8.33%)
BHIT. @ 345. (+21.05%)
BBRI. @ 6800. (0.00%)
PGAS @ 3800. (+3.40%)
BKSL. @ 260. (+6.12%)
UNTR @ 29400 (-1.01%)

8 MOST ACTIVE STOCKs BY VOLUME
BKSL. @ 260. (972.594 Lot)
BHIT. @ 345. (925.966 Lot)
DILD. @ 305. (238.516 Lot)
ELTY. @ 131. (225.112 Lot)
ASRI. @ 610. (205.303 Lot)
MNCN. @ 1950 (172.862 Lot)
TRAM @ 960 (165.375 Lot)
GWSA @ 265 (163.048 Lot)

*MOODY'S ASSIGNS DEFINITIVE B1 TO SR NOTES OF PT BERAU COAL E

Indonesian Yields Jump as Inflation May Double: Islamic Finance

Astra Drops Most in Three Weeks After Central Bank Lending Rule

Bhakti Investama Gains Most in 4 Months After Unit IPO Report
Skyvision May Make $300 Mln-$400 Mln IPO in June: Reuters Link

Greenwood Sejahtera Gains Most Since Debut as Net Income Jumps

PT Berlian Laju Tanker Tbk's Subsidiaries Have Successfully Obtained US Court Orders

Indonesia Rupiah Weakness Due to Fuel-Price Concern, BI Says

Indonesia May Cut Budget Spending on Power Price Increase Delay

Pembangunan May Sell About 1t Rupiah of Bonds, MTN, Bisnis Says

Jasa Marga to Get 1.7 Tln-Rupiah Syndicated Loan, Bisnis Reports

*INDONESIA MAY CUT GOVT. BUDGET AFTER POWER PRICE DELAY: FINMIN
*BANK INDONESIA EXPECTS NEW LOAN RULE TO CURB CONSUMER LENDING
*BANK INDONESIA NEW LOAN RULE MAY SLOW IMPORTS OF VEHICLES: BI

StanChart Sees Scope for Further Selling in Asian Bonds

Rubber Gains 0.2% to 333.7 Yen a Kilogram, Erasing Early Fall

Palm Oil Falls as Much as 0.5% to 3,386 Ringgit a Metric Ton

Aksi Profit Taking Paksa IHSG Ambles 11 Poin
http://finance.detik.com/read/2012/03/16/160907/1869385/6/aksi-profit-taking-paksa-ihsg-ambles-11-poin

IHSG Menguji Support Psikologis 4.000
http://pasarmodal.inilah.com/read/detail/1841422/ihsg-menguji-support-psikologis-4000

Investor Asing Alihkan Saham KKGI Rp 584 Miliar
http://finance.detik.com/read/2012/03/16/135318/1869190/6/investor-asing-alihkan-saham-kkgi-rp-584-miliar

Laba Bank Tumbuh Subur, Sebulan Raup Rp 9,05 Triliun
http://finance.detik.com/read/2012/03/16/105532/1868962/5/laba-bank-tumbuh-subur-sebulan-raup-rp-905-triliun

BEI Masih Selidiki Kasus Penggelapan Dana di BPS
http://pasarmodal.inilah.com/read/detail/1841405/bei-masih-selidiki-kasus-penggelapan-dana-di-bps

Laba Bersih Smart 2011 Capai Rp1,78 T
http://pasarmodal.inilah.com/read/detail/1841400/laba-bersih-smart-2011-capai-rp178-t

Greenwood Catatkan Laba Bersih Jadi Rp207,72 M
http://pasarmodal.inilah.com/read/detail/1841393/greenwood-catatkan-laba-bersih-jadi-rp20772-m

Ayo Berburu Dividen Paling Royal!
http://pasarmodal.inilah.com/read/detail/1839711/ayo-berburu-dividen-paling-royal

DP Kredit Motor di Bank Minimal 25%, Mobil 30%
http://finance.detik.com/read/2012/03/16/152017/1869320/5/dp-kredit-motor-di-bank-minimal-25-mobil-30

Wah! DP Kredit Motor Tak Bisa Lagi Rp 500.000
http://finance.detik.com/read/2012/03/16/104130/1868954/5/wah-dp-kredit-motor-tak-bisa-lagi-rp-500000

10 Tips Supaya Cepat Kaya
http://finance.detik.com/read/2012/03/16/065528/1868794/479/10-tips-supaya-cepat-kaya

Aturan DP kendaraan dirilis, saham ASII terpangkas
http://investasi.kontan.co.id/news/aturan-dp-kkb-meluncur-saham-asii-terpapas-2/2012/03/16

JSMR meraih kredit baru Rp 1,7 triliun
http://investasi.kontan.co.id/news/jsmr-meraih-kredit-baru-rp-17-triliun/2012/03/16

Laba bersih BSDE menanjak 113% di 2011
http://investasi.kontan.co.id/news/laba-bersih-bsde-menanjak-113-di-2011

1st SESSION JCI on 16.03.12
(By: Gita Adiwoso - D'Origin)

IHSG @4038.11 (+1.86 pts) (-0.04 %)
(H: 4060.07 ; L: 4034.99)
Value: 2.223 T (NG 827 B )
Volume: 1.873 B. (NG 151 M )
Foreign Nett Buy: 174 B
Incl. Crossing:
KKGI @ 7300 ~ 584 B (F vs F)
USD/IDR: 9172 (On Shore)
9188. (Off Shore)

JCI for today:
Support: 4004 ; 3970
Resistance: 4065 ; 4095

6 MARKET DRIVEN BY SECTOR
MINING. (-0.61%) (810.986 B )
MANUFACTUR (-0.56%) (407.462 B )
TRADE. (+0.07%) (296.706 B )
PROPERTY (+0.04%) (247.084 B )
FINANCE (+0.30%) (195.850 B )
INFRASTRUC (+0.95%) (184.990 B )

7 NETT BUY STOCKs BY FOREIGNers
ASII. @ 72637 (36.04 B )
BMRI. @ 6784. (26.26 B )
BBCA @ 7855. (15.01 B )
TBIG. @ 2977. (13.74 B )
BBNI. @ 3819. (12.81 B )
KLBF. @ 3524. (12.75 B )
SMGR@ 12438 (8.45 B )

7 NETT SELL STOCKs BY FOREIGNers
UNTR. @ 29381 (17.26 B )
KKGI. @ 7480. (12.62 B )
GGRM @ 55064 (6.97 B )
ICBP. @ 5343. (6.34 B )
LPKR. @ 715. (6.00 B )
AALI. @ 22171. (4.80 B )
PTBA. @ 20272(3.85 B )

8 MOST ACTIVE STOCKs BY VALUE
ASII. @ 72050 (-1.36%)
BHIT. @ 330. (+15.78%)
BKSL. @ 255. (+4.08%)
TRAM @ 960. (+1.05%)
BMRI. @ 6800 (0.00%)
MNCN. @ 1840 (+2.22%)
BBRI. @ 6800 (0.00%)
ASRI. @ 600. (-1.63%)

8 MOST ACTIVE STOCKs BY VOLUME
BHIT. @ 330 (646.683 Lot)
BKSL. @ 255 (629.195 Lot)
ELTY. @ 133 (137.685 Lot)
TRAM@ 960 (137.685 Lot)
DILD. @ 305 (133.892 Lot)
ASRI. @ 600 (128.873 Lot)
GWSA@ 240 (65.244 Lot)
ARTI. @ 315 (64.443 Lot)

NOTES KKGI:
Yesterday KKGI conducted a placement deal worth US$60 – 90mn which has appointed RX as the sole bookrunner with a total offering 103.75mn shares of the founding shares, Adijanto Family, or 10.4% of the outstanding shares comprising base offer size of 75mn shares (7.5% of current outstanding shares) and upsize option of 28.75mn shares (2.9% of current outstanding shares)
The price range is Rp 7,300 – Rp8,000/share or equivalent to 2.4% - 10.9% discount from the last closing price of Rp8,200/share

Agenda 16 Maret
SDRA RUPSLB, SURYAINTI PERMATA RUPSLB, Rupslb Bumi Citra Permai,
CPI, Core CPI, Industrial Production,
Capacity Utilization, Mich Sentiment

Fr Credit Suisse::: Astra International (ASII, N, PT Rp65,900): Robust
February Auto Sales Volume · Indonesia saw robust auto sales in February with 4W and 2W reaching 86,407 units (+13% MoM, +24% YoY) and 666,136 units (+3% MoM, +9% YoY)
respectively, bringing 2M12 total to 162,772 units (+14% YoY) and 1.31 mn units (+3% YoY).
· ASII maintains its leadership position in the Indonesian auto market in 2M12, commanding 59% and 56% share respectively – vs 55% and 51% in 2M11. · On a side note, ASII’s main competitor in the 2W segment, Yamaha continued to post market share rebound, supported by normalizing components supply from Thailand and new product launches.

Bumi Serpong Damai [ PDF ] Family affair BSDE IJ / BSDE.JK | OUTPERFORM - Maintained | Share Price Rp1260 - Tgt. Rp1500 Property Devt & Invt | - by Lydia TOISUTA
-------------------------------------------------------------------------------- FY11
profit is 12% ahead of consensus while in line with our forecast. Its recently-acquired DUTI saved the day as the parent enlarged its opex. BSDE is still our top pick with catalysts expected from sustainable growth. We maintain our FY12-13 EPS but raise our DCF (WACC: 11%) target price to reflect lower costs of funds after repaying or refinancing its high-yield bond. Maintain Outperform.

Bank Mandiri [ PDF ] A chapter of retail and micro BMRI IJ / BMRI.JK |
OUTPERFORM - Maintained | Share Price Rp6800 - Tgt. Rp8900 Banks | - by Mulya CHANDRA, CFA
-------------------------------------------------------------------------------- Most investors that we met in our recent Singapore NDR praised Mandiri for its solid FY11 performance amid sector headwinds. Management emphasised its expansion into retail and micro as positives that should more than outweigh any concerns investors have. Management explained its several alternative solutions for unwinding its bulky variable-rate bonds and also revealed targets for loans recovery. Mandiri remains a sector proxy and one of our top picks. Our Outperform rating and GGM target price stay unchanged.

CLSA has long given special focus to ASEAN. Today our ASEAN Corporate Access Forum kicks off in Bangkok. The forum will showcase some of the best and brightest of what ASEAN has to offer. At this year’s Bangkok forum, 67 companies will be in attendance, a marked increase over last year’s 50, while over 250 investors will be attending. From Indonesia we have thirteen companies participating:
Ace Hardware (ACES IJ), AKR Corporindo (AKRA IJ), Bakrie Brothers (BNBR IJ), Bumi Serpong (BSDE IJ), Indika Energy (INDY IJ), Jasa Marga (JSMR IJ), Lippo Karawaci (LPKR IJ), Mitra Adiperkasa (MAPI IJ), Media Nusantara (MNCN IJ), Sampoerna Agro (SGRO IJ), Surya Semesta Internusa (SSIA IJ), Telekomunikasi Indonesia (TLKM IJ), Tower Bersama (TBIG IJ)

Bandar + Emiten Buru MDLN & DILD
Bagi anda pecinta property residence , Saatnya arahkan mata dan hati anda ke
saham MDLN & DILD. Mdln secara technical akan menuju resis 1 pd level Rp 500 yg di perkirakan akan tembus pd hari ini. Sejumlah pemodal local dan para bandar cukup antusias masuk dlm jumlah yg besar. Dild secara technical memasuki golden cross. Di perkirakan hari ini akan menembus support 1 pd level 325. Kedua saham ini bagai
pinang di belah dua, Jika melihat harga tertinggi MDLN bulan lalu rp 460 dan
kemarin di tutup pada RP 470. Sedadangkan DILD bulan lalu tertinggi rp 340 dan
kemarin di tutup rp 295 yg sama sekali belum naik terlalu significant, saya
lebih tertarik untk membeli DILD.

DOW 13252.76�+0.44%
NAS 3056.37�+0.51%
S&P 1402.6�+0.6%
OIL 105.36�-0.06%
GOLD 1657.8�+0.91%
NICKEL.19375. -1.02%
TIN.23700. -0.42%
CPO 3393. +0.5%
TLK.26.51 (Rp.6760)
IIT.29.59 (Rp.5420)
IDR Rp 9.160

Friday IDX Range: 4012-4078

SOS: SMRA, ASII, BBRI, MAPI, JSMR, LSIP, ICBP

BUY: SMGR, ASRI, BSDE, HEXA, ABMM, GZCO
Disclaimer ON

Greenwood Sejahtera 2011 Net Profit IDR207.72 Bln Vs IDR13.48 Bln ; EPS IDR49 Vs
IDR150

-------

Berita" Dr Koran:

MEDC:
http://m.bisnis.com/articles/aksi-emiten-medco-garap-proyek-gas-metan-batu-bara

BSDE+DUTI:
http://m.bisnis.com/articles/kinerja-emiten-bsd-and-duta-catat-pertumbuhan-signi\
fikan

SUN: http://m.bisnis.com/articles/surat-utang-pemerintah-segera-rilis-5-seri

JSMR:
http://m.bisnis.com/articles/aksi-korporasi-jasa-marga-kantongi-pinjaman-rp1-7-t\
riliun

BVIC:
http://m.bisnis.com/articles/penerbitan-obligasi-bank-victoria-akan-terbitkan-ob\
ligasi

BNII: http://m.bisnis.com/articles/bii-finance-raih-peringkat-aa-plus-idn

KKGI: http://m.bisnis.com/articles/resource-alam-tahan-rencana-akuisisi

BTPN: http://m.bisnis.com/articles/ifc-tuntaskan-konversi-utang-btpn-ke-saham

---------

BTEL:
http://mobile.kontan.co.id/news/fitch-pertimbangkan-perubahan-rating-btel/2012/0\
3/15

RAJA:
http://mobile.kontan.co.id/news/raja-menunda-akuisisi-sumber-gas-hingga-2013/201\
2/03/15

-----------

KAEF:
http://www.investor.co.id/marketandcorporatenews/rights-issue-kaef-untuk-sembila\
n-aksi-korporasi/32091

GIAA:
http://www.investor.co.id/marketandcorporatenews/bakrie-kaji-penawaran-saham-gar\
uda/32086

PROPERTI:
http://www.investor.co.id/property/harga-properti-diperkirakan-naik-10/32052

PERTAGAS:
http://www.investor.co.id/energy/dahlan-iskan-pertamina-gas-ipo-tahun-ini/32067

BBRI: http://www.investor.co.id/moneyandbanking/bri-siapkan-rp-4-t/32051

--------

Kepemilikan asing terhadap saham perbankan dan lisensi perbankan asing di
Indonesia akan dibahas dalam revisi Undang-Undang Nomor 10 Tahun 1998 tentang
Perubahan UU No 7/1992 tentang Perbankan.
http://cetak.kompas.com/read/xml/2012/03/16/03073545/Kepemilikan.Asing..Akan.Dib\
ahas

---------

Jakarta - Penjualan mobil yang dilakukan PT Astra International Tbk (ASII)
bulan Februari 2012 mencapai 50.069 unit dengan dominasi merek Toyota sebanyak
33.593 unit.

http://m.inilah.com/read/detail/1841176/penjualan-mobil-pt-astra-capai-50069-uni\
t

Dow. 13252.76+58.06. +0.44%
Nasdaq. 3056.37+15.64. +0.51%
S&P 500. 1406.60+8.32. +0.60%
FTSE. 5940.72. -4.71. -0.08%
Dax. 7144.45.+65.03.+0.92%
CAC40. 3580.21.+15.70 +0.44%

Oil. 105.11. -0.32. -0.30%
Gold. 1659.50.+16.60.+1.01%

IDR. 9173 (source: yahoo finance)
Euro. 1.3082

TLKM.29.51.-0.07. -0.24%. Rp6767
ISAT. 29.59+0.21.+0.71%.Rp5429
BumiPLC. 776.00. +2.50. +0.32%

EIDO. 30.45. +0.06. +0.20%

Timah. 23700. +0. +0.00%.
Nickel. 19260. +170. +0.87%

CPOMay3403RM+18+0.45%$1113
Corn. 669.00. +10.25.+1.56%
Soybean. 55.48. +0.68. +1.24%
Wheat. 664.75. +21.00.+3.26%

DOC. IDR 4750. +0. +0.00%

(DE/ls- 16-03-12)

D'COINS - DWAC ONLINE TRADING
Technical View
(www.dcoins.co.id - 16 Maret 2012)

DJIA naik 58,7 poin (0,44%), setelah data klaim pengangguran mingguan turun,
data manufaktur di New York naik, walau indeks harga produsen naik 0,4% pada
Februari. IHSG berpotensi menguat, dengan pola harian sell on strength. Level
support IHSG 4.021; 4.008 dan level resisten 4.078.

DWAC Online Trading System -D'COINS memaparkan beberapa saham, �dengan pola
trading, �dari sisi teknis grafik, antara lain;

1. MDLN; harga berpotensi naik menuju Rp. 520, jika berhasil menembus Rp. 485.
Level support Rp 455; 440. Buy on weakness.

2. INAF; trend harga masih naik, dengan mencoba menuju Rp. 230. Support Rp 195,
190. Resisten Rp. 210, 225. Buy on weakness

3. BHIT; potensi naik masih terbuka, menuju diatas Rp. 350. Support Rp 275, 265
Resisten Rp 295, 305. Buy on weakness

4. APLN; trend harga masih naik jika harga bertahan diatas Rp 350, dan menuju
Rp. 410. Level support Rp 360; 355. Resisten Rp 370, 395. Buy on weakness

5. CTRA; Support Rp 720, 700 Resisten Rp 750, 780. Buy on weakness

6. BSDE; Harga akan meneruskan trend naiknya, jika mampu menembus Rp. 1.300.
Support Rp 1.250, 1.210. Resisten Rp 1.300, 1.360. Buy on weakness.

7. INDY; Harga akan meneruskan trend naiknya, jika bertahan diatas Rp. 2.400.
Support Rp 2.500, 2.425. Resisten Rp 2.625, 2.675. Buy on weakness.

Saham-saham pilihan lainnya antara lain, MNCN, GZCO, IGAR, DILD, LPCK, LPKR,
ASRI, dan ETWA.

IDX-Composite 4012-4078
Pola Spinning Tops terbentuk atas IHSG mengindikasikan keraguan melanjutkan
kenaikan ditengah munculnya aksi profit taking & berpeluang tjdnya Bearish
Reversal.

Friday Stocks Pick:
SMGR 12250-12900
Pola Two White Soldiers terbentuk atas SMGR mengindikasikan Excess Demand &
Bullish Continuation. BUY 12450

ASRI 580-640
Pola Bullish Engulfing terbentuk atas ASRI mengindikasikan Bullish Reversal. BUY
600

BSDE 1220-1340
Pola White Opening Marubozu terbentuk atas BSDE mengindikasikan Bullish
Reversal. BUY 1250

SMRA 1400-1480
Pola Hangin' Man terbentuk atas SMRA mengindikasikan aksi beli yg dibayangi
profit taking. SOS above 1460

ASII 72600-73800
Pola Hangin' Man terbentuk atas ASII mengindikasikan aksi beli yg dibayangi
profit taking. SOS above 73400

BBRI 6700-6950
Pola Long Legged Doji terbentuk atas BBRI mengindikasikan keraguan melanjutkan
kenaikan. SOS above 6850

UNTR 29300-30300
Pola Gravestone Doji terbentuk atas UNTR mengindikasikan melemahnya aksi beli.
BOW below 29600

MAPI 5950-6400
Pola Hangin' Man terbentuk atas MAPI mengindikasikan aksi beli yg dibayangi
profit taking. SOS above 6250

JSMR 4775-4950
Pola Long Legged Doji terbentuk atas JSMR mengindikasikan keraguan melanjutkan
kenaikan. SOS above 4900

LSIP 2850-3050
Pola Spinning Tops terbentuk atas LSIP mengindikasikan melemahnya aksi beli
ditengah munculnya tekanan jual. SOS above 2975

ICBP 5250-5650
Pola Inverted Hammer terbentuk atas ICBP mengindikasikan melemahnya aksi beli.
BUY 5400

HEXA 10750-11150
Pola White Marubozu dgn volume moderate terbentuk atas HEXA mengindikasikan
Bullish Reversal. BUY 10900

ABMM 3700-3850
Pola Two White Soldiers terbentuk atas ABMM mengindikasikan Excess Demand &
Bullish Continuation. BUY 3775

GZCO 280-310
Pola Bullish Engulfing terbentuk atas GZCO mengindikasikan Bullish Reversal. BUY
290 (ES-MNC Securities/Disc On)

REMINDER:::
KIJA fr UBS:
Adjusted for 6m new shares from the rights issue, our price target is Rp225.
We apply a sum-of-the-parts methodology to value the power plant and dry port
using DCF, and discounted development profit and single cap-rate for its
development�and investment property businesses. We assume 1.2 beta and an 11.7%
WACC ..

DJ Indonesia To Get $1 Bln More From Natural Gas Price Hike*DJ Petronas Agrees
To Pay More For Natural Gas From Natuna B In 2012-2022

BNIS TA 1603
Signal Bearish Hook Reversal & Overbought Dapat Picu Profit Taking Lebih Lanjut.
IHSG terkoreksi ke 4.039 (range 4.065 � 4.032). Momentum kenaikan IHSG
diperkirakan terbatas, cenderung berpeluang profit taking berkat signal
overbought, candle Bearish Hook Reversal, pola Bearish Gartley, indikasi
memasuki wave koreksi iv/3, meski penutupan di atas 4.034 (3-Day MA), buy power
meningkat. Resist : 4.048/4.060/4.072./4.090. Support : 4.026/4.008/3.988/3.967
Perkiraan range : 4.000 � 4.065.

UOBKH Tech.Analysis:
Support ihsg 4,005 dalam 3 hari ke depan. Tren jangka menengah masih bullish
dengan target ihsg pada semester 1'2012 di 4275.
Focus on second liner :
JPFA - maintain BUY at 4300,take profit 4600
GIAA - Buy at 610-620, take profit 700
MAPI - buy at 6050-6100, take profit 6500
INDY - Buy 2550-2575, take profit 2800
LPCK - Buy at 1940-1950, take profit 2025.

-good luck & happy trading with UOBKH

Komentar