Laporan & Rumor Saham Indonesia 29-03 (Refresh)

2nd session on JCI 03.29.12
@ 4,105.167 (+14.594pts) (+0.357%)
H: 4,105.626 ; L: 4,063.510
Value: 4.67 T (NG 726.55 B)
Volume: 4.02 B (NG 591.49 M)
Foreign Nett Buy: 471.49 B

5 most active stocks by value:
BBRI @ 7,000 (+1.45%)
ASII @ 72,950 (+1.96%)
BMRI @ 6,800 (-0.73%)
SSIA @ 1,030 (+9.57%)
INDF @ 4,800 (-0.52%)

5 most active stocks by volume:
DILD @ 325 (+12.07%)
ELTY @ 126 (+2.44%)
KIJA @ 196 (+3.16%)
SSIA @ 1,030 (+9.57%)
ASRI @ 610 (+1.67%)

5 most up:
SQMI @ 1,860 (+24.83%)
ASRM @ 2,425 (+24.36%)
LMPI @ 310 (+24.00%)
MYOH @ 5,350 (+18.89%)
BAPA @ 175 (+15.13%)

5 most down:
KONI @ 280 (-15.15%)
TMPO @ 146 (-8.18%)
TMAS @ 188 (-5.53%)
INDR @ 2,125 (-4.49%)
FREN @ 67 (-4.29%)

5 Leading movers:
ASII @ 72,950 (+6.48%)
BBRI @ 7,000 (+2.79%)
EXCL @ 5,100 (+2.43%)
GGRM @ 54,350 (+1.76%)
MYOH @ 5,350 (+1.43%)

5 Lagging movers:
BBCA @ 8,050 (-1.40%)
PGAS @ 3,750 (-1.39%)
BMRI @ 6,800 (-1.32%)
ICBP @ 5,250 (-1.00%)
EMTK @ 4,250 (-0.97%)

Rgds,
Venia Meissalina Research Assistant BNI Securities

IHSG Berakhir Ceria Sambut Kinerja Emiten
http://pasarmodal.inilah.com/read/detail/1845749/ihsg-berakhir-ceria-sambut-kinerja-emiten

Kinerja Emiten Kinclong, IHSG Tembus 4.100
http://finance.detik.com/read/2012/03/29/160809/1880202/6/kinerja-emiten-kinclong-ihsg-tembus-4100

Jelang Puncak Demo, Investor Amankan Keuntungan
http://pasarmodal.inilah.com/read/detail/1845742/jelang-puncak-demo-investor-amankan-keuntungan

Analis: Sektor Semen China Solid
http://pasarmodal.inilah.com/read/detail/1845741/analis-sektor-semen-china-solid

Aktivitas IPO Global pun Tenggelam
http://pasarmodal.inilah.com/read/detail/1845712/aktivitas-ipo-global-pun-tenggelam

Petrosea Siap-siap Ekspansi Usaha
http://pasarmodal.inilah.com/read/detail/1845674/petrosea-siap-siap-ekspansi-usaha

Jelang BBM Naik, Harga Cabe Tembus Rp.35.000 per Kg
http://finance.detik.com/readvideo/TVRJd016STVORFl3SXpJd01USXZNRE12/jelang-bbm-naik-harga-cabe-tembus-rp35000-per-kg

3 Bulan, Wintermar Catat Kontrak US$ 172 Juta
http://finance.detik.com/read/2012/03/29/164027/1880247/6/3-bulan-wintermar-catat-kontrak-us--172-juta

Indika Selesaikan Akuisisi 85% Saham MTU April 2012
http://finance.detik.com/read/2012/03/29/162023/1880221/6/indika-selesaikan-akuisisi-85-saham-mtu-april-2012

Rajin Tarik Karcis Tol, Laba CMNP Naik 19,98%
http://finance.detik.com/read/2012/03/29/155748/1880193/6/rajin-tarik-karcis-tol-laba-cmnp-naik-1998

Gara-gara Pajak, Laba Timah Turun 4,77%
http://finance.detik.com/read/2012/03/29/153859/1880167/6/gara-gara-pajak-laba-timah-turun-477

Beban Produksi Tinggi, Indosiar Cetak Rugi Rp 98,85 Miliar
http://finance.detik.com/read/2012/03/29/150254/1880103/6/beban-produksi-tinggi-indosiar-cetak-rugi-rp-9885-miliar

BLOOMBERG: *BANK CENTRAL ASIA 2011 NET 10.8T RUPIAH; ANALYST EST 10T RUPIAH

REMINDER::: 29 Maret
Cum Right Issue RAJA 500:250 (677) (?), MEGA RUPST, PTRO RUPST DAN RUPSLB, NIKL RUPST, MANDALA MULTIFINANCE RUPSLB, Rupst EXCL, PWON STOCK SPLIT, RASIO 4:1 CUM, Initial Claims, Continuing Claims, GDP - Third Estimate, GDP Deflator - Third Estimate, SUGIH ENERGY RIGHT ISSUE, RASIO 3:180 (100) CUM,

XL Axiata Gains Most in Five Months After Dividend Pay Increase

*GLOBAL TIN CONSUMPTION MAY RISE 5%-6% THIS YEAR, TIMAH SAYS

JAKARTA. Rencana PT Indika Energy Tbk (INDY) untuk segera menyelesaikan
pengambilalihan 85% saham dan hak pemasaran batubara di PT Multi Tambangjaya
Utama (MTU) bakal segera terealisasi. "Kemungkinan akuisisi ini akan selesai di
April mendatang," kata Vice President Investor Relations INDY Retina Rosabai
saat dijumpai di Jakarta, Kamis (29/3).
Akuisisi perusahaan tambang yang berlokasi di Kalimantan Tengah ini akan
dilakukan melalui dua anak usahanya, yaitu PT Indika Resources dan Indika

JAKARTA (Dow Jones)--PT Medco Energi Internasional (MEDC.JK), Indonesia's
largest listed oil company, and two state-owned companies have made a formal
proposal to jointly acquire two of Exxon Mobil Corp.'s (XOM) dwindling
offshore gas blocks in northern Sumatra, Medco said Thursday.

JAKARTA: PT Global Mediacom Tbk mengumumkan rencana pembelian kembali saham (buyback) atas sebanyak 694 juta saham atau 5% dari modal disetor perseroan senilai maksimum Rp1,2 triliun.

Bloomberg: Intiland in Talks With Four Companies to Sell Land in Ngoro Park

*TIMAH 2011 NET INCOME AT 897B RUPIAH VS EST. 1.15T RUPIAH

BLOOMBERG: *SARATOGA SELLS STAKE IN TOWER BERSAMA, COMPANY SAYS :TBIG IJ
Bloomberg -- Saratoga Infrastruktur sold 373.17m shares of Tower Bersama Infrastructure for 2,900 rupiah each through the market on March 22

BLOOMBERG: *SEMEN GRESIK 2011 NET INCOME 3.925T RUPIAH VS 3.869T MEAN EST.

Jadwal Cum Dev
05 April Cum Dev EMTK 35,
10 April Cum Dev SDRA RP11
13 April Cum Dev IGAR 75,
17 April Cum Dev BJBR Rp 61.0721
19 April Cum Dev BDMN Rp 104.43

Bloomberg: Summarecon Gains Most in 5 Months After Profit Beats Estimates

*XL AXIATA SHAREHOLDERS APPROVE 1.1T RUPIAH DIVIDEND: SUHAIMI; *XL AXIATA CANCELS PLAN TO SELL TOWERS ON LACK OF INTEREST

DJ Petrosea Shareholder Approve $0.0029/Share Devidend

Wijaya Karya Advances to Record as CIMB Raises Price Estimate (Rp 1.000)

*MANDALA AIRLINES TO START FLIGHTS APRIL 5, SANDIAGA UNO SAYS


Pelemahan Berlanjut, Sesi I IHSG Turun 0,21%
http://pasarmodal.inilah.com/read/detail/1845635/pelemahan-berlanjut-sesi-i-ihsg-turun-021

Sesi I
IHSG Melemah 3 Poin Terkena Ambil Untung
http://finance.detik.com/read/2012/03/29/120802/1879873/6/ihsg-melemah-3-poin-terkena-ambil-untung

Bursa Asia Terbebani Koreksi Saham Komoditas
http://pasarmodal.inilah.com/read/detail/1845630/bursa-asia-terbebani-koreksi-saham-komoditas

IHSG Variatif-Melemah, Cermati Empat Saham Ini!
http://pasarmodal.inilah.com/read/detail/1845621/ihsg-variatif-melemah-cermati-empat-saham-ini

XL Axiata Bagikan Dividen 2011 Rp1,1 T
http://pasarmodal.inilah.com/read/detail/1845599/xl-axiata-bagikan-dividen-2011-rp11-t

BEI Cabut Suspensi SAFE
http://pasarmodal.inilah.com/read/detail/1845590/bei-cabut-suspensi-safe

Banyak Kabar Negatif, IHSG Terpangkas 15 Poin
http://finance.detik.com/read/2012/03/29/093625/1879673/6/banyak-kabar-negatif-ihsg-terpangkas-15-poin

Inilah Saham Pilihan Kamis (29/3/2012)
http://pasarmodal.inilah.com/read/detail/1845408/inilah-saham-pilihan-kamis-2932012

2011, Wintermar Offshore Kantongi Laba Rp133 M
http://pasarmodal.inilah.com/read/detail/1845583/2011-wintermar-offshore-kantongi-laba-rp133-m

Akumulasi Bertahap INDF, UNVR & GGRM
http://pasarmodal.inilah.com/read/detail/1845063/akumulasi-bertahap-indf-unvr-ggrm

Hati-hati, Indeks Saham Bisa Meluncur
http://pasarmodal.inilah.com/read/detail/1845451/hati-hati-indeks-saham-bisa-meluncur

Ramayana Raup Laba Bersih 2011 Rp377,59 Miliar
http://pasarmodal.inilah.com/read/detail/1845344/ramayana-raup-laba-bersih-2011-rp37759-miliar

Moody Downgrade 5 bank Portugis
http://ekonomi.inilah.com/read/detail/1845571/moody-downgrade-5-bank-portugis

10 Orang Ini Jadi Milyuner Setelah Keluar Kerja
http://finance.detik.com/read/2012/03/29/074017/1879597/4/10-orang-ini-jadi-milyuner-setelah-keluar-kerja


Indonesia Delays Talks on Mining Export Tax: Reuters Link

Asian Shares Extend Decline After U.S. Factory Orders Disappoint

Rupiah Trades Near Two-Month Low Before Fuel-Subsidy Decision

MS Lifts 2012 China GDP Growth Forecast to 9% From 8.4%

FX: Stanchart Expects USD/CNY Trading Band to Widen in 1H

Palm Oil for June Delivery Drops 0.4% to 3,458 Ringgit Per Ton

*RUBBER FUTURES EXTEND LOSSES IN TOKYO, DROPPING AS MUCH AS 2.3%; *SEPTEMBER-DELIVERY RUBBER DROPS TO 329.2 YEN/KG IN TOKYO

Agung Podomoro Plans to Sell 1T Rupiah of Bonds, Daily Reports

Citra Marga’s 2011 Net Income 357 Bln Rupiah Vs 298.2 Bln Rupiah

Adhi Karya Says 2011 Net Income 182.1b Rupiah Vs 189.4b Rupiah

Agung Podomoro, Bayan, Citra Marga: Indonesian Equity Preview
http://www.bloomberg.com/news/2012-03-29/agung-podomoro-bayan-citra-marga-indonesian-equity-preview.html

Berita² dari surat kabar:

BIPI: http://m.bisnis.com/articles/aksi-emiten-benakat-tunda-akuisisi-astrindo

BIPI: http://m.bisnis.com/articles/benakat-petroleum-bersiap-ekspansi

BIPI:
http://mobile.kontan.co.id/news/bipi-perpanjang-masa-due-diligence-akuisisi-ami/\
2012/03/28

BBRI:
http://m.bisnis.com/articles/rupst-bri-dividen-bri-disepakati-rp3-02-triliun

PANS:
http://m.bisnis.com/articles/laporan-keuangan-laba-bersih-panin-sekuritas-turun-\
16-percent

APLN:
http://m.bisnis.com/articles/laporan-keuangan-laba-bersih-podomoro-melonjak-143-\
percent

APLN:
http://mobile.kontan.co.id/news/2012-penjualan-dan-pendapatan-apln-meroket-972/2\
012/03/28

MTLA:
http://m.bisnis.com/articles/laporan-keuangan-laba-bersih-metland-membubung-127-\
percent

MAPI: http://mobile.kontan.co.id/news/
mapi-refinancing-utang-pada-akhir-2012/2012/03/28

MORGAN STANLEY:
http://www.investor.co.id/marketandcorporatenews/bei-morgan-stanley-jadi-ab-tahu\
n-ini/32873

WIKA:
http://www.investor.co.id/marketandcorporatenews/wijaya-karya-catat-penjualan-na\
ik-2854/32831

NIKL:
http://www.investor.co.id/marketandcorporatenews/penjualan-latinusa-turun-794/32\
850

PBRX:
http://www.investor.co.id/marketandcorporatenews/pan-brothers-anggarkan-capex-us\
15-juta/32830

-------

Jakarta - PT Ramayana Lestari Sentosa Tbk (RALS) mencatatkan kenaikan laba
bersih hanya 6,44% pada 2011 menjadi Rp377,59 miliar dari 2010 sebesar Rp354,75
miliar.

http://m.inilah.com/read/detail/1845344/ramayana-raup-laba-bersih-2011-rp37759-m\
iliar

-----

BYAN - PTRO: Jakarta - Salah satu anak usaha PT Bayan Resources Tbk (BYAN),
yakni PT Gunungbayan Pratamacoal (GBP) telah menandatangani amandemen kontrak
kerjasama pertambangan dengan PT Petrosea Tbk (PTRO) pada 26 Maret 2012

http://m.inilah.com/read/detail/1845349/anak-usaha-byan-ptro-amandemen-kontrak-t\
ambang

------

March 28, 2012 19:18 UTC+8
INTERVIEW: BW Plantation Expects Sales Volume To Triple By 2015
— BW Plantation executive says sales volume may more than triple by 2015 —
Average output should increase to six tons per hectare by 2015, from five today
By Edhi Pranasidhi Of DOW JONES NEWSWIRES JAKARTA (Dow Jones)–Crude palm oil
producer PT BW Plantation's (BWPT...

We raise our FY12-13 EPS by 5-6%; our higher target price, still based on 1x
EV/Sales, implying for 20.7x CY13 earnings.
------
Wijaya Karya [ PDF]
Constructing higher margins
WIKA IJ / WIKA.JK | OUTPERFORM - Maintained | Share Price Rp860 - Tgt.
Rp1000
Construction | - by Lydia TOISUTA / Linda LAUWIRA
WIKA is piggybacking the property and infrastructure boom, illustrated by the
stellar performance of its precast concrete and property arms. We are believers
in these two fast-growing businesses, which naturally deliver higher margins.
FY11 core net profit accounted for 102% of our forecast and 106% of consensus.
We finetune our FY12-13 forecasts and introduce FY14 forecasts. We upgrade our
target price, pegged to 10.9x CY13 earnings or a 10% discount to the JCI.
Maintain Outperform.

-------

29 March 2012Indonesia Company Results Note
Summarecon Agung [ PDF]
Catch and release
SMRA IJ / SMRA.JK | NEUTRAL - Maintained | Share Price Rp1500 - Tgt. Rp1650
Property Devt & Invt | - by Lydia TOISUTA
Summarecon surprised us with its faster-than-expected revenue recognition and a
significant improvement in asset turnover in FY11. However our less-bullish
longer-term outlook of flattish returns and below average earnings growth is
unchanged. FY11 core profit, up 79% yoy, formed 115% of our forecast and 120% of
consensus numbers. Our FY12-13 EPS forecasts are higher due to a change in sales
recognition accounting. Our DCF-based target price is correspondingly raised,
but our Neutral rating remains unchanged.

-------

RUMOR PASAR 29 Maret 2012

Asiariver Finalisasi Pengambilalihan DGIK

ASIARIVER Advisors Pte Ltd dikabarkan segera memfinalisasi akuisisi 36% saham PT
Duta Graha Indah Tbk (DGIK). Akuisisi tersebut akan meningkatkan kepemilikan
saham Asiariver menjadi 51% dari saat ini 15%. Private equity dari Singapura itu
pun siap tender offer. Informasi yang beredar di pasar menyebutkan, Asiariver
tertarik mengambil alih DGIK, karena harga DGIK saat ini jauh di bawah harga
buku Rp 176. Kemarin, DGIK turun Rp 3 (-3,3%) menjadi Rp 87

Akumulasi ABMM

SAHAM PT ABM Investama Tbk (ABMM) disebut-sebut berpeluang menembus level Rp
5.000 dalam jangka pendek, seiring rencana perseroan mengakuisisi tambang
batubara. Kemarin, ABMM turun Rp 50 (-1,27%) menjadi Rp 3.900

Asing Minati WICO

SAHAM PT Wicaksana Overseas International Tbk (WICO) dikabarkan mendapat
rekomendasi beli (buy) oleh para analis. Ini menyusul mencuatnya kabar perseroan
tengah dibidik perusahaan minimarket kakap Singapura. Alhasil, berdasarkan kabar
di pasar, saham WICO diprediksi menembus level Rp 100-150 dalam waktu dekat,
dibandingkan harga kemarin Rp 67

Dow -0,54% 13126,21. Nikkei -0,84%. STI -0,6%. Hangseng -1,16%. Oil 105,37. Gold
1661,56. Nickel 17575. Tinz 22425. Cpo 3500. Dow fut -14. BYAN: teken amandemen
kontrak overbunden dgn PTRO utk perpnjg jgk wkt kontrak tsb smpe tgl 31 Des 2017
& meningkatkan volume overbunden mjd 55jt BCM/th dr 36jt BCM/th; SMCB: pembgnan
pabrik di Tuban capai 18%; BBRI: bg dividen Rp125,78/shm; Laba bersih: INPC naik
20,03%; GZCO naik 3,95%; ROTI naik 16,19%; INRU trn 90,77%; CMNP naik 19,7%;
MICE naik 6,63%; MTDL naik 42,66%; UNIC naik 93,11%; MEGA naik 12,77%; RALS naik
6,4%.

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