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Rabu, 04 April 2012

Laporan & Rumor Saham Indonesia 04-04 (Refresh)

2nd session on JCI 04.04.12
@ 4,134.036 (-81.408pts) (-1.931%)
H: 4,215.079 ; L: 4,122.224
Value: 4.93 T (NG 707.82 B)
Volume: 3.72 B (NG 424.24 M)
Foreign Nett Sell: 466.79 B

5 most active stocks by value:
UNTR @ 31,100 (-4.89%)
ASII @ 74,000 (-3.58%)
PGAS @ 3,575 (-3.38%)
TLKM @ 7,300 (+0.69%)
BBRI @ 7,000 (-1.41%)

5 most active stocks by volume:
DILD @ 325 (+3.17%)
ASRI @ 600 (-4.76%)
MITI @ 85 (-5.56%)
ENRG @ 185 (-1.60%)
BKSL @ 260 (0.00)

5 most up:
APLI @ 113 (+34.52%)
HERO @ 35,500 (+19.93%)
RIMO @ 68 (+17.24%)
BUVA @ 470 (+14.63%)
POLY @ 450 (+13.92%)

5 most down:
CMPP @ 470 (-14.55%)
KONI @ 240 (-14.29%)
CENT @ 92 (-9.80%)
BTEK @ 1,090 (-9.17%)
SHID @ 510 (-8.93%)

5 Leading movers:
HERO @ 35,500 (+2.22%)
TLKM @ 7,300 (+1.15%)
GEMS @ 2,900 (+0.50%)
BYAN @ 17,900 (+0.38%)
BNII @ 470 (+0.32%)

5 Lagging movers:
ASII @ 74,000 (-12.73%)
BBCA @ 7,750 (-9.77%)
UNVR @ 19,450 (-7.85%)
UNTR @ 31,100 (-6.82%)
GGRM @ 57,250 (-4.84%)

Rgds,
Venia Meissalina Research Assistant BNI Securities

*BAYAN RESOURCES SAID TO PLAN TO SIGN LOAN AS EARLY AS NEXT WEEK
*BAYAN RESOURCES SAID TO PLAN TO SIGN ABOUT $750 MILLION LOAN
*BAYAN RESOURCES SAID TO PLAN TO SIGN LOAN WITH ABOUT 7 BANKS

Asing Net Sell, IHSG Sesi I Ditutup Turun 1,24%
http://pasarmodal.inilah.com/read/detail/1847722/asing-net-sell-ihsg-sesi-i-ditutup-turun-124

Saham Pilihan Untuk April
http://pasarmodal.inilah.com/read/detail/1847580/saham-pilihan-untuk-april

Dana Asing Keluar, IHSG Tertekan
http://pasarmodal.inilah.com/read/detail/1847733/dana-asing-keluar-ihsg-tertekan

IHSG Konsolidasi, Cermati Delapan Saham Ini
http://pasarmodal.inilah.com/read/detail/1847730/ihsg-konsolidasi-cermati-delapan-saham-ini

Asing Mulai Tarik Dana, IHSG Ambles Satu Persen
http://finance.detik.com/read/2012/04/04/120520/1884815/6/asing-mulai-tarik-dana-ihsg-ambles-satu-persen

AKR Kirim Batubara Ekspor Perdana 52.900 MT dari Kalimantan
http://finance.detik.com/read/2012/04/04/135608/1884985/6/akr-kirim-batubara-ekspor-perdana-52900-mt-dari-kalimantan

Masih Bisa Menguat, Target Jangka Pendek IHSG di 4.300
http://finance.detik.com/read/2012/04/04/140754/1885019/6/masih-bisa-menguat-target-jangka-pendek-ihsg-di-4300

Orang-orang Terkaya Dunia Siap Borong Properti US$ 74,1 Miliar
http://finance.detik.com/read/2012/04/03/092539/1883553/1016/orang-orang-terkaya-dunia-siap-borong-properti-us--741-miliar

Di Mana Harga Perumahan Termahal di Dunia?
http://finance.detik.com/read/2012/04/03/084321/1883510/1016/di-mana-harga-perumahan-termahal-di-dunia

BRI Siapkan Rp 3 Triliun untuk KPR Subsidi
http://finance.detik.com/read/2012/04/03/111612/1883666/1016/bri-siapkan-rp-3-triliun-untuk-kpr-subsidi

Indonesian Stocks: Bank Danamon, Jasa Marga, Vale Indonesia
http://www.bloomberg.com/news/2012-04-04/indonesia-stock-movers-bank-danamon-indonesia-jasa-marga.html

1st SESSION JCI on 04.04.12
(By: Gita Adiwoso - D'Origin)

IHSG @4163.25 (-52.18 pts) (-1.23 %)
(H:4215.07 ; L:4163.25)
Value: 2.299 T (NG 372 B )
Volume: 2.026 B (NG 264 M )
Foreign Nett Sell: 156 B....!!!
USD/IDR: 9163 (On Shore)
9163. (Off Shore)

JCI for today:
Support: 4125 ; 4081
Resistance: 4195 ; 4215

6 MARKET DRIVEN BY SECTOR
INFRASTRUC (-0.82%) (485.226 B )
FINANCE. (-1.31%) (459.447 B )
MANUFACTUR (-1.61%) (380.909 B )
PROPERTY (-0.43%) (320.490 B )
TRADE (-0.90%) (310.916 B )
MINING. (-1.16%) (271.982 B )

7 NETT BUY STOCKs BY FOREIGNers
ASII. @ 75835 (37.31 B )
BDMN @ 6425 (27.44 B )
BMRI. @ 7001 (23.78 B )
BORN @ 879. (19.49 B )
BHIT. @ 405. (7.77 B )
SMGR @ 12423 (7.06 B )
BWPT @ 1706 (6.69 B )

7 NETT SELL STOCKs BY FOREIGNers
PGAS @ 3615. (81.29 B )
UNTR @ 31814 (78.88 B )
TLKM @ 7274 (21.58 B )
INDF. @ 4800 (11.74 B )
BUMI. @ 2342 (10.16 B )
AKRA @ 4121. (9.92 B )
ADRO @ 1938. (9.35 B )

8 MOST ACTIVE STOCKs BY VALUE
PGAS @ 3575. (-3.37%)
TLKM @ 7350. (+1.37%)
UNTR. @ 31500 (-3.67%)
TRAM @ 930. (-3.12%)
ASII. @ 75350(-1.82%)
BBRI. @ 6950. (-2.11%)
BDMN. @ 6500. (+1.56%)
BMRI. @ 6950. (-2.11%)

8 MOST ACTIVE STOCKs BY VOLUME
DILD. @ 335 (276.074 Lot)
MITI. @ 87. (238.737 Lot)
ASRI. @ 610 (184.732 Lot)
TRAM @ 930 (184.296 Lot)
KIJA. @ 210 (165.493 Lot)
RODA. @ 360 (145.746 Lot)
MDLN. @ 490 (114.246 Lot)
BKSL. @ 260 (109.931 Lot)

Rincian Pembagian Deviden : 1. IGAR Rp.75,- cum 13 April, Payment 2 Mei 2. JASS Rp. 307 cum 23 April, Payment 30 April..3. EXCL Rp.130 cum 20 April,Payment 9 Mei..4.BBRI Rp.122.28 cum 26 April,payment 15 Mei, 5. SDRA Rp.11 cum 10 April payment 27 April 6. BJBR Rp.61 cum 17 April,Payment 4 Mei, 6. BDMN Rp. 104 cum 19 April payment 8 Mei

Dividen: EMTK Rp35/shm - cum 9 Apr; SDRA Rp11/shm - cum 10/4; IGAR Rp75/shm - cum 13/4; BJBR Rp61,0721/shm - cum 17/4; BDMN Rp104,43/shm - cum 19/4; PTRO US$0,0209/shm & EXCL Rp130/shm - cum 20/4.

BLOOMBERG: *MAYORA INDAH TO OFFER 750 BILLION RUPIAH OF BONDS

BLOOMBERG: *FITCH SOLUTIONS: NETHERLANDS & SPAIN'S CDS WIDEN AGAIN

*WORLD BANK LOWERS INDONESIA 2012 GDP FORECAST TO 6.1% FROM 6.2%

BNIS TA 0404
CTA-BNIS: IHSG ditutup di rekor tertinggi di 4.215 (Range 4.166-4.232).
Kenaikan IHSG masih terbuka dari target Inverted H&S (mendekati target ke-4 di
area 4.244-4.270) wave impulse v/3, selama 4.1.95 tidak ditembus, meski kondisi
very Overbought, risk > reward, Bearish Gartley, di tengah kerawanan profit
taking, didukung musim earning + Deviden,net buy asing utk 18 in a row ->Rp 11
T), siklus 1st Quarter Moon + Higher Solar Flux activity, Dow gagal tembus 13340
(cautious wave c/2?) Jelang data AS (06/04) & Long Holiday. Resist :
4.232/4.245/4.270/4.292. Support : 4.195/4.177/4.160/4.145.

Market Research - First Asia Capital (PC) 04/04/2012

☆ Penguatan IHSG masih berlanjut pada perdagangan kemarin. IHSG berhasil
mencetak posisi tertinggi baru sejak Agustus tahun lalu yakni di 4215,444 atau
menguat 49,372 poin (1,85%). Nilai transaksi di Pasar Reguler meningkat
signifikan mencapai Rp.6,42 triliun dari rata-rata selama tiga bulan pertama
2012 yang hanya Rp.3,65 triliun.
☆ Nilai pembelian asing mencapai Rp.1,23 triliun. Penguatan IHSG kemarin
terutama didorong aksi beli sejumlah saham unggulan seperti saham perbankan,
otomotif dan telekomunikasi.
☆ Sementara saham-saham yang mencatatkan pelemahan adalah saham sektor
energi.
☆ Aksi beli yang terus terjadi di pasar saham mencerminkan optimisme atas
prospek kinerja perekonomian tahun ini, baik domestik maupun global.
☆ Semakin dekatnya agenda pembagian dividen juga memicu aksi beli pelaku
pasar.
☆ Sementara itu pasar saham global tadi malam ditutup terkoreksi terutama
di Eropa dan AS. Indeks DJIA dan S&P500 masing-masing turun 0,5% dan 0,4%. Harga
minyak dan emas juga mengalami koreksi rata-rata di atas 1%. Koreksi ini lebih
dipicu aksi ambil untung pelaku pasar merespon pernyataan Gubernur The Fed yang
mengindikasikan rencana stimulus lanjutan yang diinginkan pasar sulit terjadi.
☆ Untuk perdagangan hari ini, aksi beli diperkirakan cenderung terbatas
mengingat IHSG sudah berada pada area overbought. IHSG diperkirakan akan
bergerak konsolidasi dan cenderung terjadi aksi ambil untung.
☆ Level support IHSG saat ini ada di 4170 dan support berikutnya di 4110.
Sedangkan resisten ada di 4230 dan 4250.

IHSG S1 4170 S2 4110 R1 4230 R2 4250

Saham Pilihan :
TLKM 7000-7600 BoW
HRUM 8300-8700 BoW
BMRI 6900-7250 SoS
BNII 450-490 Buy
BORN 850-900 BoW
PTRO 4200-4400 BoW
CPIN 2750-2875 SoS
INDF 4750-4850 BoW

Disclaimer On
First Asia Research

IDX-Composite 4177-4243
Pola Four White Soldiers terbentuk atas IDX mengindikasikan Bullish Continuation
diarea Overbought.

Wednesday Stocks Pick:
ASII 76100-77700
Pola Four White Soldiers dgn volume besar terbentuk ASII mengindikasikan Bullish
Continuation. SOS above 77250

ITMG 44400-46100
Pola Shooting Star terbentuk atas ITMG mengindikasikan menurunnya aksi beli. Buy
44950

BJBR 1130-1180
Pola Shooting Star terbentuk atas BJBR mengindikasikan menurunnya aksi beli. Buy
1150

AALI 22600-24200
Pola Shooting Star terbentuk atas AALI mengindikasikan menurunnya aksi beli. Buy
23350

BORN 840-920
Pola Long White Candle dgn volume besar terbentuk atas BORN mengindikasikan
Bullish Continuation. Buy 870

BWPT 1670-1750
Pola Two White Soldiers terbentuk atas BWPT mengindikasikan Bullish
Continuation. Buy 1710

BBCA 7950-8300
Pola Long Legged Doji terbentuk atas BBCA mengindikasikan keraguan arah
pergerakan. Buy 8050

LSIP 2850-3000
Pola White Opening Marubozu terbentuk atas LSIP mengindikasikan Bullish
Reversal. Buy 2900

BBNI 4000-4300
Pola Two White Soldiers terbentuk atas BBNI mengindikasikan Bullish
Continuation. Buy 4125

SMGR 112250-12800
Pola Two Short Candle terbentuk atas SMGR mengindikasikan Bullish Continuation.
Buy 12400

BMRI 6900-7200
Pola Two White Soldiers dgn volume besar terbentuk atas BMRI mengindikasikan
Bullish Continuation. Buy 7000

ASRI 600-680
Pola Long White Candle terbentuk atas ASRI mengindikasikan Bullish Reversal. Buy
620

JSMR 4950-5200
Pola Bullish Harami terbentuk atas JSMR mengindikasikan Bullish Reversal. Buy
5000

BSDE 1340-1470
Pola Long White Opening Marubozu dgn volume besar terbentuk atas BSDE
mengindikasikan Bullish Continuation. Buy 1400

SMRA 1730-1900
Pola Two White Soldiers dgn volume besar terbentuk atas SMRA mengindikasikan
Bullish Continuation. Buy 1800

DJIA ditutup turun 64,9 poin (0,49%), setelah pertemuan The Fed belum memberi
tanda akan adanya stimulus perekonomian, walau angka pesanan pabrik naik 1,3%
pada Februari. Sementara itu, IHSG dalam kondisi overbought jangka pendek, walau
investor asing masih posisi net buy. Level support IHSG 4.160 dan level resisten
4.254.

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

1. PTRO; dengan PER 9x, lebih rendah dari saham sektor sejenis, berpotensi naik
menuju Rp. 5.000an. Level support Rp 4.225; 4.100. Resisten Rp. 4.500; 4.700.
Buy on weakness.

2. TBLA; trend harga mencoba untuk naik kembali. Penembusan Rp. 660, akan
membawa harga menuju Rp. 750. Support Rp 620, 600. Resisten Rp. 660, 680. Buy on
weakness

3. CTRS; potensi naik masih terbuka, menuju diatas Rp. 1.600. Support Rp 1.420,
1.370 Resisten Rp 1.530, 1.600. Buy on weakness

4. INDY; trend harga masih naik jika harga bertahan diatas Rp 2.400. Level
support Rp 2.500; 2.375. Resisten Rp 2.650, 2.825. Buy on weakness

5. JSMR; Support Rp 5.000, 4.900 Resisten Rp 5.250, 5.400. Buy on weakness

6. ASRI; Harga akan meneruskan trend naiknya, jika mampu menembus Rp. 650
dengan volume kuat. Support Rp 620, 600. Resisten Rp 650, 670. Buy on
weakness.

7. TBIG; Harga akan meneruskan trend naiknya, jika bertahan diatas Rp. 2.900.
Support Rp 2.950, 2.875. Resisten Rp 3.100, 3.200. Sell on strength.

Saham-saham pilihan lainnya antara lain, META, CMNP, COWL, BBNI, MEDC, SIMP,
BBTN, BJBR, dan BSDE.


(Disclaimer On)

04-04-2012

Henan Putihrai Market Update

DJI 13199.55: -0.49%
Kospi 2043.17: -0.30%
NKY 10047.20: -0.03%
ASX 4328.500: -0.20%
Indo ETF 30.67: +0.33%
TLKM $31.36: +1.16%
ISAT $27.68: -1.14%
USD/IDR Rp9133
CPO MYR3580: +0.22%
OIL $104.00: -0.01%
NICKEL $18381: +1.25%
TIN $22959: -0.96%
GOLD $1646.73: +0.04%

▪ Laba ELTY Turun
▪ ABMM Targetkan Pendapatan Tumbuh 50%▪ ACES Catat Kenaikan
Penjualan
▪ BBRI Lakukan Kerjasama Dengan Perumnas
▪ GIAA Ekspansi Pesawat Hingga 2015

Henan Putihrai Key Calls :
JSMR ; Buy Level : 5000 – 5100 ; Target : 5450-5850; Stop Loss 4900
MDLN ; Buy Level : Break Out 495 ; Target : 520-560; Stop Loss 475

Agenda 04 April
BTPN. RUPST, HERO STOCK SPLIT, RASIO 10:1 CUM, MBA Mortgage Index, ADP
Employment Change, ISM Services, Crude Inventories
-------
DJ Jasa Marga Plans To Sell 81.6 Mln Shares Of Citra Marga - Official

JSMR: http://m.bisnis.com/articles/jasa-marga-lego-treasury-stock
-------

DOW 13199.55 -0.49%
NAS 3113.57 -0.2%
S&P 1413.38 -0.4%
OIL 104.06 -1.11%
GOLD 1647.9 -1.89%
NICKEL 18650.+2.33%
TIN.23025. -0.97%
CPO.3580. +0.22%
TLK.31.36 (Rp.7155)
IIT.27.68 (Rp. 5050)
IDR. 9125

Wednesday IDX Range: 4177-4243

SELL: GIAA, BUMI, GJTL, JPFA, ELSA

BUY: ASII, ITMG, BJBR, AALI, BORN, BWPT, BBCA, LSIP, BBNI, SMGR, BMRI, ASRI,
JSMR, BSDE, SMRA (ES-MNC Securities/Disc On)

NET INCOME (BEFORE MINORITY INTEREST)
Bumi's 2011 net income before minority interest flattens to $ 215.1 million,
compared to the 2010 net income of $ 266.1 million. Indeed, our current tax paid
this year is $ 466.6 million, increased by 86% from only $ 250.5 million total
tax paid in 2010. And our effective tax rate this year is about 42%.

NET INCOME (ADJUSTED FOR MINORITY INTEREST)After adjusting minority interest,
Bumi's 2011 net income rises from $ 207.1 million to$ 220.5 million, or equal to
increase of $ 13.4 million (or 6% increase).

EBITDA
Bumi's consolidated EBITDA (100% basis) rises by 42%, or by $ 562.8 million, to
a record high of $ 1.90 billion (from US$ 1.34 billion last year).

SALES VOLUMECoal sales volume increased by 4%, from 60.7 million tons in 2010 to
63.3 million tons in 2011.

------

META: Nusantara Infrastructure Beli 39% Saham ISAB

Jakarta - PT Nusantara Infrastructure Tbk (META) membeli 39% atau 60.174 saham
Intisentosa Alambahtera yang berlokasi di Lampung. Demikian mengutip keterbukaan
informasi di BEI, Selasa (3/4/2012). Pembelian dilakukan melalui anak usaha
perseroan ...

http://pasarmodal.inilah.com/read/detail/1847549/nusantara-infrastructure-beli-3\
9-saham-isab


--------
BUMI 2011 KEY HIGHLIGHTS

SALES REVENUE
Revenue during the 12 months of 2011 increased by 37% to $ 4 billion compared
to$ 2.92 billion during the same period of 2010. In fact, 100% revenue
(including Tata's share) is a record $ 5.98 billion in 2011 compared to $ 4.36
billion in 2010, or an increase of 37%.

GROSS PROFIT
Gross profit rises sharply by 65%, or by $ 629.8 million, to over $ 1.59 billion
in FY11 from$ 964.4 million in FY10. On full basis (including Tata) gross profit
reached $ 2.37 billion in 2011.

OPERATING INCOME - Jumps 73%Operating income increased significantly by 73% to
over $ 1.12 billion in FY11 compared to $ 651.6 million in FY10. On full basis,
operating income reached $ 1.63 billion in 2011.

INCOME BEFORE TAX – Increases 13%Income before tax in 2011 is $ 598.6 million or
an increase by 13% compared with only$ 530.5 million in 2010. This year's
adjustments in income calculation put more weights oninterest expenses and
charges and its adjustment to PSAK 50/55 fiscal calculation, but gains from
equity interest in BRMS and NNT. On full basis (including Tata), income before
tax was $ 1.11 billion in 2011.

NET INCOME (BEFORE MINORITY INTEREST)
Bumi's 2011 net income before minority interest flattens to $ 215.1 million,
compared to the 2010 net income of $ 266.1 million. Indeed, our current tax paid
this year is $ 466.6 million, increased by 86% from only $ 250.5 million total
tax paid in 2010. And our effective tax rate this year is about 42%.

GTBO: JAKARTA: Perusahaaan tambang batu bara PT Garda Tujuh Buana Tbk (GTBO)
membukukan laba bersih Rp73,86 miliar pada 2011, naik fantastis 8.704% dari
Rp839,84 juta pada tahun sebelumnya.

http://m.bisnis.com/articles/garda-tujuh-buana-raih-lonjakan-laba-8-dot-704-perc\
ent

-----------

BDMN:
http://m.bisnis.com/articles/akuisisi-danamon-saham-bdmn-langsung-melesat-41-per\
cent

INAF:
http://m.bisnis.com/articles/laporan-keuangan-laba-bersih-indofarma-naik-194-per\
cent

MLPL:
http://m.bisnis.com/articles/laporan-keuangan-laba-bersih-multipolar-anjlok-99-p\
ercent

LELANG SUN: http://m.bisnis.com/articles/lelang-sun-laris-manis-diserbu-investor

KOBEXINDO TRAKTOR:
http://m.bisnis.com/articles/ipo-kobexindo-tractors-segera-lepas-30-percent-saha\
m

------

Berita² ABMM:
-Jakarta - PT ABM Investama Tbk (ABMM) optimistis dapat meraih laba bersih
tumbuh 150% pada 2012.

http://m.inilah.com/read/detail/1847401/abmm-optimistis-raih-laba-bersih-naik-15\
0-di-2012

- PT ABM Investama Tbk (ABMM) sedang melakukan finalisasi kontrak jual beli batu
bara dengan perusahaan asal China sebesar 2 juta ton hingga 2,5 juta ton.

- PT ABM Investama Tbk (ABMM) menargetkan pertumbuhan pendapatan 50% pada 2012
dibandingkan tahun sebelumnya

- PT ABM Investama Tbk (ABMM) belum akan membagikan dividen untuk tahun buku
2011. Perusahaan baru akan membagikan dividen di 2013 mendatang dengan tahun
buku 2012

-------
PT Rajawali Nusantara Indonesia (RNI) akan menggelar penawaran saham perdana
sebanyak 30% saham dua anak usahanya yaitu PT Phapros Tbk dan PT Perkebunan
Mitra Ogan.

http://m.bisnis.com/articles/ipo-rajawali-lepas-30-percent-saham-2-anak-perusaha\
an

--------

APLN: Jakarta - PT Agung Podomoro Land Tbk (APLN) melah mengakuisisi 65% saham
PT Pandega Citraniaga yang berkedudukan di Kota Balikpapan, Kalimantan Timur.

http://m.inilah.com/read/detail/1847555/agung-podomoro-beli-65-saham-pandega

-------
Banks [ PDF]
FY11 recap: Provisioning upside
NEUTRAL - Maintained
- by Mulya CHANDRA, CFA
More banks in our universe exceeded consensus earnings expectations than met or
missed them in FY11, with upside mostly coming from provisioning. However, PPOPs
were largely in line as loans grew by 20-35% yoy, except for BRI that lagged
with 17% yoy. We mostly kept our ratings and target prices unchanged after the
latest results as similar provisioning upside is less likely to recur in 2012.
BTPN was however upgraded recently on its strong top-line. No change to our
Neutral rating, with picks of Mandiri, BNI, and Bukopin.

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