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Selasa, 10 Juli 2012

Laporan & Rumor Saham Indonesia 10-07 (Refresh)

*GERMANY'S MERKEL SPEAKING IN JAKARTA ON GROWTH
*GERMAN GROWTH WILL BE WEAKER THIS YEAR, MERKEL SAYS

*BANK INDONESIA SEES 3Q VOLATILITY IN RUPIAH ON EUROPE
*BANK INDONESIA SEES RUPIAH MORE STABLE IN 4Q: NASUTION

Asing Net Sell, IHSG hanya Naik 0,6% ke 4.009,67. Foreign net sell Rp73,1 miliar. Total Net Buy 1 Pekan Rp 243 Miliar
http://pasarmodal.inilah.com/read/detail/1881161/asing-net-sell-ihsg-hanya-naik-06-ke-400967

Aksi Borong Jelang Penutupan, IHSG Naik 24 Poin
http://finance.detik.com/read/2012/07/10/154940/1962169/6/aksi-borong-jelang-penutupan-ihsg-naik-24-poin

Asing gencar mengoleksi big cap di sesi II
http://investasi.kontan.co.id/news/asing-gencar-mengoleksi-big-cap-di-sesi-ii

IHSG Positif, Tapi Sinyalnya Tak Jelas
http://pasarmodal.inilah.com/read/detail/1881159/ihsg-positif-tapi-sinyalnya-tak-jelas

Saham PT Global Teleshop Tbk Berakhir Stagnan
http://pasarmodal.inilah.com/read/detail/1881183/saham-pt-global-teleshop-tbk-berakhir-stagnan

Bakrieland Lunasi Sukuk Seri B Senilai Rp93,6 M
http://pasarmodal.inilah.com/read/detail/1881139/bakrieland-lunasi-sukuk-seri-b-senilai-rp936-m

Saham Teknologi Bawa Bursa Eropa Naik Tipis
http://pasarmodal.inilah.com/read/detail/1881103/saham-teknologi-bawa-bursa-eropa-naik-tipis

Bapepam Tunggu Perusahaan Asing "Melantai" di BEI
http://pasarmodal.inilah.com/read/detail/1881125/bapepam-tunggu-perusahaan-asing-melantai-di-bei

Berpotensi Naik Dua Kali Lipat, Saham ALTO Berhenti Diperdagangkan
http://finance.detik.com/read/2012/07/10/164037/1962232/6/berpotensi-naik-dua-kali-lipat-saham-alto-berhenti-diperdagangkan

Astra Gro Produksi 636 Ribu Ton CPO Dalam Enam Bulan
http://finance.detik.com/read/2012/07/10/163228/1962223/6/astra-gro-produksi-636-ribu-ton-cpo-dalam-enam-bulan

Jual Saham di Bursa, Lorena Incar Rp 300 Miliar
http://finance.detik.com/read/2012/07/10/134412/1962015/6/jual-saham-di-bursa-lorena-incar-rp-300-miliar

Bhuwanatala bidik Rp 16,382 M dari rights issue
http://investasi.kontan.co.id/news/bhuwanatala-bidik-rp-16382-m-dari-rights-issue/2012/07/10

Harga minyak masih melandai
http://investasi.kontan.co.id/news/harga-minyak-masih-melandai


Indonesia Coal Swaps Drop a Third Day, Chinese Contracts Slide

*ASTRA AGRO'S 1H PALM OIL PRODUCTION RISES 7.1% TO 636,497T

*BUMI PLC SHARES RISE 1.8% IN LONDON TRADING

*INDONESIA'S JUNE TIN EXPORTS GAIN TO 9,647T FROM MAY: MINISTRY

*IMF'S LAGARDE SEES DOWNSIDE RISKS FROM U.S., EUROPE
Indonesia Economy Positive in Terms of Inflation, Growth: IMF
 

1st session on JCI 07.10.12 (Compiled by : Venia Meissalina - Research Assistant BNI Securities)

@ 3,979.144 (-5.901pts) (-0.148%)
H: 4,010.484 ; L: 3,977.607
Value: 1.5 T (NG 156 B)
Volume: 1.1 B (NG 55 M)
USD/IDR: 9,440
Foreign Nett Sell: 36 B

5 most active stocks by value:
TRAM @ 860 (+1.18%)
INDF @ 5,350 (+2.88%)
ASII @ 6,750 (0.00)
ICBP @ 6,250 (+5.93%)
UNTR @ 21,950 (-0.45%)

5 most active stocks by volume:
TRAM @ 860 (+1.18%)
ELTY @ 73 (0.00)
PNLF @ 134 (+3.08%)
ENRG @ 141 (0.00)
UNSP @ 199 (+1.02%)

5 most up:
PSDN @ 198 (+16.47%)
DPNS @ 700 (+11.11%)
ASRM @ 1,050 (+8.25%)
ICBP @ 6,250 (+5.93%)
PICO @ 290 (+5.45%)

5 most down:
SOBI @ 1,160 (-6.45%)
PRAS @ 128 (-5.19%)
INDX @ 200 (-4.76%)
VRNA @ 122 (-3.94%)
JPRS @ 370 (-3.90%)

5 Leading movers:
ICBP @ 6,250 (+2.32%)
TLKM @ 8,100 (+2.30%)
INDF @ 5,350 (+1.50%)
EXCL @ 6,000 (+0.97%)
MNCN @ 1,990 (+0.64%)

5 Lagging movers:
UNVR @ 23,200 (-3.91%)
CPIN @ 3,100 (-1.87%)
ADRO @ 1,430 (-1.82%)
BMTR @ 1,510 (-0.79%)
PTBA @ 15,200 (-0.79%)

IHSG Siang Jatuh 5 Poin. net foreign sell Rp36 miliar
http://pasarmodal.inilah.com/read/detail/1881026/ihsg-siang-jatuh-5-poin

Aksi jual 3 big cap ini menahan laju IHSG sesi I
http://investasi.kontan.co.id/news/aksi-jual-3-big-cap-ini-menahan-laju-ihsg-sesi-i

Lautandhana akan tangani IPO perusahaan perkapalan
http://investasi.kontan.co.id/news/lautandhana-akan-tangani-ipo-perusahaan-perkapalan

2012, Global Teleshop bidik laba bersih Rp 120 M
http://investasi.kontan.co.id/news/2012-global-teleshop-bidik-laba-bersih-rp-120-m/2012/07/10

IPO LORENA
Valbury bakal tangani IPO Lorena
http://investasi.kontan.co.id/news/valbury-bakal-tangani-ipo-lorena

Kalbe Farma tuntaskan akuisisi Hale International
http://investasi.kontan.co.id/news/kalbe-farma-tuntaskan-akuisisi-hale-international

Ekspansi usaha, saham ICBP mendekati level rekor
http://investasi.kontan.co.id/news/ekspansi-usaha-saham-icbp-mendekati-level-rekor/2012/07/10

Rupiah diprediksi akan bergerak flat hari ini
http://investasi.kontan.co.id/news/rupiah-diprediksi-akan-bergerak-flat-hari-ini

Kabarnya, Lippo Karawaci akan lepas saham Siloam
http://investasi.kontan.co.id/news/kabarnya-lippo-karawaci-akan-lepas-saham-siloam/2012/07/09

Menantikan Panen IPO Pada Semester Dua
http://pasarmodal.inilah.com/read/detail/1881044/menantikan-panen-ipo-pada-semester-dua

Sell on Strength Saham-saham Batu Bara
http://pasarmodal.inilah.com/read/detail/1880969/sell-on-strength-saham-saham-batu-bara

IPO Perusahaan Pelayaran Akan Raih Dana Rp125 M
http://pasarmodal.inilah.com/read/detail/1881016/ipo-perusahaan-pelayaran-akan-raih-dana-rp125-m

Pendatang Baru ALTO Naik Tajam'

http://pasarmodal.inilah.com/read/detail/1881003/pendatang-baru-alto-naik-tajam

Renegoisasi Kontrak Karya INCO, Disambut Positif
http://pasarmodal.inilah.com/read/detail/1880971/renegoisasi-kontrak-karya-inco-disambut-positif

2012, ALTO Targetkan Pendapatan Rp250 M
http://pasarmodal.inilah.com/read/detail/1881000/2012-alto-targetkan-pendapatan-rp250-m

7 Sektor di Pasar Modal Ini Paling Fluktuatif
http://finance.detik.com/read/2012/07/10/074652/1961614/6/7-sektor-di-pasar-modal-ini-paling-fluktuatif

HARGA BUYBACK EMAS ANTAM NAIK RP6.000/GRAM, HARGA JUAL NAIK RP1.000/GRAM
http://m.bisnis.com/articles/harga-buyback-emas-antam-naik-rp6-dot-000-slash-gram-harga-jual-naik-rp1-dot-000-slash-gram

Indofood CBP Advances to Record After Asahi Joint-Venture Deal

*S&P RATES KAWASAN INDUSTRI JABABEKA, PROPOSED NOTES 'B+'
*FITCH RATES INDONESIA'S JABABEKA 'B'; OUTLOOK STABLE

Global Teleshop Climbs 3.5% in Trading Debut in Jakarta

Tri Banyan Tirta Advances 50% in Trading Debut in Jakarta

Palm Oil Falls as Much as 0.3% to 3,145 Ringgit a Metric Ton

Rubber Futures Pare Gains in Tokyo After China Trade Data

Asian Shares Pare Gain After China Trade Data Points to Slowdown



10 Juli-BJBR siap membayar utang jatuh tempo senilai Rp350 miliar,-LELANG SUN,-GLOBAL TELESHOP IPO, 111.112.000 SAHAM,-TRI BANYAN TIRTA IPO, 330.000.000 SAHAM-Exercise Budi Acid Jaya Tbk 1 : 1 125-Cum Dev CTRS 25,-Cum Dev CTRP 8,-Cum Dev Indo Kordsa 50,-Cum Dev UNIC RP 90,-Cum Dev BATA RP 1230-Cum Dev BRAU US$ 0,00077-Cum Dev MYOR Rp 130

Dow -0,28% 12736,29. Nikkei +0,47%. Hangseng +0,19%. STI +0,63%. Oil 85,13. Gold 1586,75. Nickel 16400. Tinz 18500. Cpo 3125. Dow fut -9.

Hari ini ad 2 shm ipo yaitu:
1. GLOB (PT. Global Teleshop Tbk) Rp1150/shm, PER 18,44x, PBV 17,44x.

2. ALTO (PT. Tri Banyan Tirta Tbk) bergrk di bisnis air minum Rp210/shm.

Rekomendasi shm Research UOBKayHian Securities:
» PNLF TP 170
» BSDE TP 1500 (long term), utk short term TP 1270
» Trading hit n run: DKFT
» UNTR fundamental TP 30rb
» CPIN BOW 3050-3125 akumulasi, TP 3600
» Utk bln ini & bbrp bln kedpn msh di sektor consumer goods spt: CPIN, INDF, ICBP, MAPI.
» Lainnya: ASII, HRUM.

Thennia Natalia
UOBKay Hian Securities

DB: We are initiating on the Indonesian industrial property segment with a positive outlook and a preference for the east side of Jakarta industrial estate and those with sizeable landbank or with the ability to procure additional landbank. Our preferred sectoral picks are Surya Semesta (SSIA JK, target price: Rp1,320) and Bekasi Fajar (BEST JK, target price:Rp555). Our positive view is predicated on strong and stable macroeconomic and political outlook, which in our view will continue to drive domestic consumption and hence investment.

Widhi I Nugroho - Lautandhana Online Trading System (LOTS-10 July 2012)

Diperkirakan pergerakan indeks di hari ini masih akan relatif flat dikisaran 3872.13 - 4066.90 sbg support & resistance.

‎​ BMRI: Masih berpeluang terkoreksi kembali dgn menguji support kuat sementara dikisaran level 6700. S1:6850 S2:6800 R1:7000 R2:7150.

‎​ BBTN: Kondisi oversold yg telah terbentuk membuka peluang terjadinya penguatan sesaat. S1:1240 S2:1210 R1:1260 R2:1270.

‎​ UNTR: 3 black crowd, masih berpeluang terkoreksi kembali dgn support kuat sementara di level 21100. S1:22000 S2:21700 R1:22400 R2:22650.

‎​ PGAS: Masih berpeluang utk menguji level 3775 selama harga dpt bertahan di atas level 3550. S1:3525 S2:3500 R1:3625 R2:3650.

‎​ EXCL: Kekuatan jual yg relatif lemah membuka peluang terjadinya penguatan sesaat. S1:5900 S2:5750 R1:6250 R2:6350.

Market Research - First Asia Capital (PC) 10/07/2012

☆ Kemarin IHSG mengalami koreksi yang cukup dalam. IHSG terkoreksi mencapai 1,73% atau sebesar 70,152 point dan ditutup pada posisi 3985,05.
☆ Asing membukukan net sell sebesar 457,10 miliar. ASing banyak melepas saham-saham blue chip seperti BMRI, ASII dan ADRO. Selain itu saham yang baru listing yaitu MSKY juga banyak di lepas investor asing.
☆ Kembali menanjaknya yield obligasi Spanyol hingga mencapai 7% dan surat utan italia hingga ke posisi 6,1% meningkatkan kekhawatiran para investor akan perlambatan ekonomi dunia. Hal ini di dukung dengan data dari Jepang yaitu turunnya tingkat pemesanan mesin pada bulan Mei.
☆ Untuk hari ini IHSG masih akan bergerak mixed. Masih akan berlanjutnya aksi jual asing terhadap beberapa saham blue chip akan menekan indeks.
☆ IHSG masih akan bergerak melemah, namun koreksi indeks tidak akan sebesar kemarin. Investor dapat melakukan strategi trading dengan metode buy on weakness untuk saham-saham sektor konsumsi, infrastruktur dan properti.
☆ IHSG memiliki support di kisaran 3960-3940 sedangkan resisten IHSG berada di kisaran 4025-4060.

Saham Pilihan:
ICBP 5750-6100 Maintain Buy SL:5600
INTP 18000-19350 Spec Buy SL : 17500
RALS 950-1100 Trading Buy SL: 920
BBCA 7150-7550 Spec Buy SL : 7050
SMCB 2500-2700 Trading Buy SL:2425
MAPI 6750-7100 Maintain Buy SL:6650
JSMR 5400-5850 Spec Buy SL:5350

Disclaimer On

Tuesday :
Tipisnya penurunan Dow Jones, harapan akan dikeluarkannya Paket Stimulus Jilid 3 oleh The Fed yg diperkirakan akan diannounce dlm Minutes of Meeting The Fed Rabu & pernyataan Presiden Bank Sentral Eropa, Mario Draghi, yg mengatakan ECB berpeluang melanjutkan pemotongan suku bunganya serta laporan keuangan Q2/2012 Alcoa dmn Revenue & Profit lebih bagus dr perkiraan awal mjd sentimen positif untuk Bursa Indonesia mengalami REBOUND dlm waktu dekat ini.

Technically, kejatuhan IHSG Senin kemarin memang diperlukan untuk "cooling down" market yg sedang overbought & menutup GAP dilevel 3955-3970 sehingga setelah GAP tsb tertutup, IHSG akan melanjutkan KENAIKAN nya kelevel 4188 disepanjang bulan Juli ini.

Faktor lemahnya data ekonomi dr Asia dimana data Machinery Orders Jepang turun ke rekor terendah di bln Mei sementara inflasi di China melambat kelevel terendah 29 bulan terakhir yg artinya secara implisit terjadi penurunan permintaan dari Eropa & AS akan barang ekspor China & sinyal persoalan ekonomi di Eropa terutama dari naiknya yield obligasi Italy & Spanyol diatas level 7% ditengah penantian keluarnya Laporan Keuangan Emiten Q2/2012, mendorong Wall Street "terpeleset" dlm perdagangan tipis dihari Senin sebesar -36.18 poin (-0.28%) diikuti naiknya The CBOE Volatility Index sebesar +5.15% ditutup pd level 17.98.

DOW 12736.29 -0.28%
NAS 2931.77 -0.19%
S&P 1352.46 -0.16%
OIL 85.99 +1.82%
GOLD 1589.1 +0.65%
NICKEL 16400.+1.55%
TIN.18500. Unch
CPO.3126. +0.35%
TLK.34.54 (Rp.8120)
IIT.22.58 (Rp.4250)
IDR 9405

Tuesday IDX Range: 3942-4017

BUY: PGAS, ICBP, INTP, JSMR, RALS, SMCB, CTRS. BBRI. MAPI (ES/Disc On)

UNTR: PT United Tractors Tbk, sayap tambang dan alat berat Grup Astra, membeli surat utang jangka menengah (medium term notes/MTN) yang diterbitkan perusahaan afiliasinya yaitu PT Surya Artha Nusantara Finance (SAN Finance) senilai total Rp300 miliar.
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MEGAPROYEK KRAKATAU STEEL: Blast Furnace US$21,81 Juta Beroperasi Awal 2015

CILEGON--PT Krakatau Steel Tbk (KRAS) merealisasikan pembangunan megaproyek blast furnace senilai US$621,81 juta dengan target operasi pada awal 2015.
http://www.bisnis.com/articles/megaproyek-krakatau-steel-blast-furnace-us$21-81-juta-beroperasi-awal-2015
------------
PENGOLAHAN BAJA: Soal Severstal, Krakatau Steel nilai itu belum jelas

CILEGON: Direktur Utama PT Krakatau Steel Tbk (KRAS) Irvan Kamal Hakim menegaskan masih belum ada pembicaraan terkait kerja sama dengan produsen baja asal Rusia, Severstal Russian Steel.
------------
http://www.bisnis.com/articles/pengolahan-baja-soal-severstal-krakatau-steel-nilai-itu-belum-jelas
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Semester II, Adhi Karya Bakal Serap Capex Rp250 M
JAKARTA - PT Adhi Karya Tbk (ADHI) menyatakan akan menyerap seluruh belanja modal (capital expenditure/capex) tahun ini senilai Rp250 miliar pada paruh kedua tahun ini.
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Perusahaan Nikel Siap Tambah Investasi US$ 3 Miliar
JAKARTA - Presiden dan chief executive officer (CEO) PT Vale Indonesia Tbk (INCO) Nico Kanter melakukan pertemuan dengan Menteri Koordinasi Bidang Perekonomian Hatta Rajasa terkait dengan rencana investasi baru. Dalam pertemuan itu, PT Vale Indonesia menyatakan niatnya untuk menambah investasi di Indonesia.
http://www.tribunnews.com/2012/07/09/perusahaan-nikel-siap-tambah-investasi-us-3-miliar
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HAULING ROAD Bayan Reources terancam ditutup ⁠ (17:34)
PT Sylvaduta Corporation, pemegang ijin konsesi hutan produksi di Kalimantan Timur, berencana menutup akses jalan pertambangan (hauling road) empat anak usaha milik PT Bayan Resources Tbk bulan ini.
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Bank CIMB Niaga, Bank Central Asia to Buy Insurance, Kontan Says


Jasa Marga Gets 1.7T Rupiah Loan for Toll Road, Kontan Reports.


Bhakti Investama Earmarks 1T Rupiah to Buy Bank, Bisnis Reports


Japanese Stock Futures Rise as ECB May Consider Another Rate Cut

[Dow Jones] Indonesia shares end down 1.7% at 3985.045 inmoderate volume, as foreign investors sell blue chip stocks amid renewedconcern over the slow pace of job creation and economic recovery in the U.S.,traders say. They expect the market to continue to fall Tuesday and findsupport at 3960. The main index is still up 4.3% year to date. "There are fearsthat global equities may continue to undergo a correction Tuesday," says atrader with a local securities firm. Foreigners are net sellers of IDR458billion worth of shares. Among decliners, heavyweight Telkom (TLKM.JK) is down2.4% at IDR8,000 and Bank Mandiri (BMRI.JK) is also down 2.8% at IDR6,900 onprofit-taking after recent gains. (edhi.pranasidhi@dowjones.com)[Dow Jones] The USD/IDR is higher at 9,420 vs 9,405 late Fridayin Asia, in part responding to data in China signalling falling demand, a localtrader says. "It's generally negative sentiment everywhere," he says."Indonesian stocks fell today, and 10-year bonds are down 3-4 basis points." Hetips a 9,400-9,450 range Tuesday, with Bank Indonesia intervening to keep thecurrency pair from breaking the upper end of the range.(ben.otto@dowjones.com)

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