Laporan & Rumor Saham Indonesia 19-03 (Refresh)

2nd session on JCI 03.19.12
@ 4,024.733 (-3.804pts) (-0.094%)
H: 4,043.194 ; L: 4,012.542
Value: 3.64 T (NG 692.99 B)
Volume: 2.93 B (NG 523.07 M)
Foreign Nett Buy: 418.92 B

5 most active stocks by value:
ASII @ 70,500 (-0.70%)
BMRI @ 6,900 (0.00%)
BBNI @ 3,850 (+1.32%)
BHIT @ 365 (+5.80%)
MNCN @ 1,910 (-2.05%)

5 most active stocks by volume:
BHIT @ 365 (+5.80%)
BKSL @ 255 (-1.92%)
TRAM @ 950 (-1.04%)
ASRI @ 600 (-1.64%)
ELTY @ 129 (-1.53%)

5 most up:
ZBRA @ 220 (+27.91%)
SQMI @ 1,960 (+24.84%)
ASDM @ 630 (+23.53%)
SAFE @ 145 (+22.88%)
CMPP @ 700 (+20.69%)

5 most down:
DSSA @ 13,400 (-19.76%)
LPIN @ 2,700 (-12.90%)
KOIN @ 285 (-10.94%)
JECC @ 750 (-8.54%)
MYTX @ 325 (-8.45%)

5 Leading movers:
INTP @ 18,350 (+4.42%)
EMTK @ 4,500 (+1.93%)
UNTR @ 29,850 (+1.92%)
BMTR @ 1,610 (+1.90%)
SMAR @ 6,200 (+1.48%)

5 Lagging movers:
GGRM @ 52,900 (-3.52%)
UNVR @ 19,250 (-3.49%)
DSSA @ 13,400 (-2.91%)
ASII @ 70,500 (-2.31%)
INCO @ 3,350 (-1.14%)


Rgds,
Venia Meissalina
Research Assistant
BNI Securities

Bloomberg: H.M. Sampoerna Advances to 20-Year High on Profit Report

Indomobil Drops Most in 11 Weeks on New Downpayment Rule

Indocement Climbs Most in Five Months on Rising Cement Demand

Indonesia Received 19t Rupiah of Bids for Retail Sukuk

Nissan Motor to Boost Investment in Indonesia to $400m

Indonesia Auto Loans Rule to Cut Sales by 10-25%: Nomura

Palm Oil Climbs as China Buys More, Crude Boosts Biofuel Appeal

Dollar Bulls Beat Bears in Futures for Longest Stretch Since ‘99

Asing Net Buy, IHSG Sesi I Ditutup Naik Tipis
http://pasarmodal.inilah.com/read/detail/1842128/asing-net-buy-ihsg-sesi-i-ditutup-naik-tipis

Sesi I
Minim Katalis Penggerak, IHSG Bergerak Datar 
http://finance.detik.com/read/2012/03/19/120658/1870792/6/minim-katalis-penggerak-ihsg-bergerak-datar

Tarik Menarik Sentimen Warnai Sesi Dua
http://pasarmodal.inilah.com/read/detail/1842144/tarik-menarik-sentimen-warnai-sesi-dua

Mencoba Peruntungan pada Saham Infrastruktur
http://pasarmodal.inilah.com/read/detail/1842127/mencoba-peruntungan-pada-saham-infrastruktur

PIMCO: Portugal Jadi Yunani Berikutnya Akhir 2012
http://pasarmodal.inilah.com/read/detail/1842164/pimco-portugal-jadi-yunani-berikutnya-akhir-2012

Saham Sepekan Masih Tertekan?
http://pasarmodal.inilah.com/read/detail/1842109/saham-sepekan-masih-tertekan

SMGR Usul Bagi Dividen 2011 Sebesar 50%
http://pasarmodal.inilah.com/read/detail/1841891/smgr-usul-bagi-dividen-2011-sebesar-50

Wintermar Menang Tender Pengadaan Kapal Blok Tangguh Rp 500 Miliar 
http://finance.detik.com/read/2012/03/19/105322/1870667/6/wintermar-menang-tender-pengadaan-kapal-blok-tangguh-rp-500-miliar

Caplok Global Teleshop, Trikomsel Rights Issue Rp 260 Miliar
http://finance.detik.com/read/2012/03/19/103856/1870648/6/caplok-global-teleshop-trikomsel-rights-issue-rp-260-miliar

Semen Gresik Targetkan Penjualan 25,2 Juta Ton
http://finance.detik.com/readfoto/2012/03/19/113521/1870747/461/1/semen-gresik-targetkan-penjualan-252-juta-ton

Sektor Bank Pacu Indikator Keuangan Melesat
http://pasarmodal.inilah.com/read/detail/1842064/sektor-bank-pacu-indikator-keuangan-melesat

Ini Dia 10 Tambang Emas Terbesar di Dunia
http://finance.detik.com/read/2012/03/19/072209/1870492/4/ini-dia-10-tambang-emas-terbesar-di-dunia

Ini Alasan BI 'Haramkan' DP Motor Rp 500.000 
http://finance.detik.com/read/2012/03/19/084408/1870521/5/ini-alasan-bi-haramkan-dp-motor-rp-500000

Tiga Kota Favorit Tempat Tinggal Orang Kaya 
http://finance.detik.com/read/2012/03/19/125548/1870858/4/tiga-kota-favorit-tempat-tinggal-orang-kaya

BNP Paribas rekomendasikan hold, saham RALS anjlok
http://investasi.kontan.co.id/news/bnp-paribas-rekomendasikan-hold-saham-rals-anjlok/2012/03/19

CDS di level terendah 2012, harga obligasi stagnan
http://investasi.kontan.co.id/news/cds-di-level-terendah-2012-harga-obligasi-stagnan/2012/03/19

Harga nikel merosot, saham INCO ikut terpapas
http://investasi.kontan.co.id/news/harga-nikel-merosot-saham-inco-ikut-terpapas/2012/03/19

ISAT akan lunasi utang yang jatuh tempo tahun ini
http://investasi.kontan.co.id/news/isat-akan-lunasi-utang-yang-jatuh-tempo-tahun-ini

April, WEHA akan terbitkan obligasi Rp 100 miliar
http://investasi.kontan.co.id/news/april-weha-akan-terbitkan-obligasi-rp-100-miliar/2012/03/18

Perluas lahan, GZCO siapkan Rp 250 miliar
http://investasi.kontan.co.id/news/perluas-lahan-gzco-siapkan-rp-250-miliar/2012/03/17

CMNP bidik proyek jalur kereta api PTBA?
http://investasi.kontan.co.id/news/cmnp-bidik-proyek-jalur-kereta-api-ptba/2012/03/17

Bumi’s Tan to ‘Simplify’ Bumi Structure After Taking Reins: FT

Ramayana Lestari Cut to Hold at BNP Paribas, PT 810 Rupiah

Wintermar Offshore Gets $56m Contract, Investor Daily Reports

ABM Investama Seeks $250 Mln Loan to Fund Acquisition: Bisnis

Indonesian Bonds Rise Before Auction Tomorrow; Rupiah Is Steady

Cocoa Harvest in Indonesia to Decline as Palm Oil Lures Farmers

*RUBBER LOSING PLANTING AREA TO MALAYSIA, INDONESIA PALM: OLAM; Rubber Futures Advance 0.6% to 334.5 Yen/Kg in Tokyo

Sumitomo Mitsui to Help Finance Indonesia Infrastructure: Nikkei

Moody's assigns B1 to Berau Coal notesPosted: 18 Mar 2012 01:23 AM

Moody's Investors Service has assigned a definitive B1 rating to the US$500

million, 7.25%, 5-year senior notes issued by PT Berau Coal Energy Tbk (Berau).

The rating outlook is positive. The notes are unconditionally and irrevocably

guaranteed by PT Berau Coal, PT Armadian Tritunggal, Empire Capital Resources

Pte Ltd, Winchester Investment Holdings PLC and Aries Investments Limited,

Seacoast Offshore Inc and Maple Holdings Ltd.

The definitive rating on this debt obligation confirms the provisional (P)B1

bond rating assigned on 27 February 2012, based on the fact that the amount

raised from the bond issue and the covenants stated in the Offering Memorandum

Circular of 6 March 2012 are consistent with Moody's expectations.

About US$345 million of the new issue will be used to refinance Berau's existing

credit facility, and the balance will fund capital expenditure and general

corporate purposes.

-----------

SMAR profit FY11 rises, but tiny margin

PT Sinar Mas Agro Resources & Technology Tbk (SMAR), a subsidiary of Golden

Agri-Resources Ltd, that is controlled by Sinar Mas Group, today reported a

41.27% increase in net profit last year, despite a steep jump in gross profit.

SMAR, which is a CPO producer, booked Rp1.78 trillion net profit or Rp621 a

share last year from Rp1.26 trillion or Rp439 a share.

Operating profit increased 47.90% to Rp2.47 trillion last year from Rp1.67

trillion a year earlier. However, the increased made a slight decrease in

operating margin to 7.79% from 8.24%, which is too small compared to the

operating margin of PT PP London Sumatra Indonesia Tbk (LSIP), that is owned by

Salim Group and Eddy Sariaatmadja, older brother of Fofo Sariaatmadja, the owner

of Surya Citra Televisi and its parent PT Surya Citra Media Tbk (SCMA).

LSIP booked Rp2 trillion operating profit last year, a 47.05% surge from Rp1.36

trillion. But, the operating margin rose to 42.64% from 37.88%.

SMAR's gross profit jumped 139.49% to Rp7.52 trillion from Rp3.14 trillion,

while operating expenses also surged 243.54% to Rp5.05 trillion from Rp1.47

trillion. SMAR posted Rp31.68 trillion in net sales, a 56.29% increase from

Rp20.27 trillion.

Sinar Mas, that is owned by Widjaja family, controls SMAR via PT Purimas Sasmita

with 97.20% stake, while public shareholders own 2,80%.

----------

Bumi Serpong FY11 profit jumps 113%

PT Bumi Serpong Damai Tbk (BSDE) reported a 113.18% increase in net profit last

year on the back of higher net other income.

Bumi Serpong booked Rp840.78 billion net profit or Rp48.05 a share last year

from Rp394.40 billion or Rp34.35 a share a year earlier.

Operating profit increased 10.35% to Rp960.56 billion from Rp870.47 billion.

Revenue rose 13.31% to Rp2.81 trillion from Rp2.48 trillion.

Greenwood performance

Newly listed property developer PT Greenwood Sejahtera Tbk (GWSA) booked a

1,422.18% jump in net profit to Rp205.19 billion or Rp48.91 a share last year

from Rp13.48 billion or Rp149.79 a share a year earlier.

Gross profit rose 390.21% to Rp133.14 billion from Rp27.16 billion, while

operating revenue surged 173.52% to Rp258.09 billion from Rp94.36 billion.

-------

SDRA:

http://www.investor.co.id/moneyandbanking/bank-saudara-catatkan-kenaikan-aset-56\

/32174

PROPERTI:

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

---------

PTRO: Jakarta - PT Petrosea Tbk (PTRO) membukukan kenaikan laba bersih sebesar

24,6% menjadi US$52,64 juta atau setara US$0,0522 sen per saham pada 2011

dibanding pencapaian 2010 sebesar US$42,25 juta atau setara dengan US$0,0422 sen

per saham.

http://m.inilah.com/read/detail/1841671/laba-bersih-ptro-naik-246-di-2011

--------

PTRO: Jakarta - PT Petrosea Tbk (PTRO) memperkirakan nilai kontrak akan

meningkat secara substansial pada 2012.

http://m.inilah.com/read/detail/1841677/ptro-prediksi-nilai-kontrak-naik-substan\

sial

-----------

HMSP: Jakarta - PT Hanjaya Mandala Sampoerna Tbk (HMSP) berhasil membukukan

kenaikan laba bersih konsolidasi sebesar 25,54% menjadi Rp8,06 triliun dari

Rp4,42 triliun pada 2010

http://m.inilah.com/read/detail/1841667/sampoerna-cetak-laba-bersih-rp806-t-di-2\

011

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RIGS: Jakarta - Saham PT Rig Tenders Indonesia Tbk RIGS) berpotensi untuk

terkerek ke level Rp800 dalam waktu dekat.

Hal ini seiring rencana perseroan untuk menggelar roadshow ke Eropa, Asia, dan

Amerika serikat untuk mencari mitra strategis. Selain itu, perseroan dikabarkan

bakal menggelar private placement.

Berita" Lama RIGS:

-RIGS Raup Pinjaman US$9,5 Juta

-Scomi Marine Lepas 80,54% Saham RIGS

-Saham Rig Tenders Akan 'Tender Offer' Saham Sekitar Rp1.200

-RIGS Bakal Dapat Dana Segar

---------

RODA: Royal Oak Tuntaskan Akuisisi 60 Persen Saham MKG

Kontribusi MKG pada pendapatan Royal Oak sudah bisa terealisasi pada 2013

mendatang.

Rampungnya akuisisi, membuat pengembang properti ini menargetkan kontribusi MKG

pada pendapatan perseroan bisa mencapai 15-25 persen per tahun.

http://www.beritasatu.com/ekonomi/37349-royal-oak-tuntaskan-akuisisi-60-persen-s\

aham-mkg.html

------------

-----------

Agenda Minggu Ini

-Saham GIAA mulai ditawarkan

19 Maret. akhir perdagangan bcip-r,

SUGI RUPSLB, Batas wkt BLTA utk memperbaiki kelalaian blm dibayarkannya bunga

utk obligasi IV/2009 seri B dan C, NAHB Housing Market Index

20 Maret. VISI MEDIA ASIA RUPSLB, Rupslb MYRX, LELANG SUN 6Tln (ON, SPN), Debt

swap yang dilakukan Yunani dgn kreditor swastanya akan menjadi fokus perhatian.

Karena menjadi salah satu syarat pencairan dana bailout sebelum jatuh tempo

utang tanggal 20 Maret 2012. Housing Starts, Building Permits, BUY RIGS ON CORP

ACTION TO BE ANNOUNCED TUESDAY(Disc On)

21 Maret

RUKUN RAHARJA RUPSLB, Rupslb BNGA, Rupslb Champion Pacific, Alam Sutera Realty

Tbk ( ASRI ) akan launching cluster perumahan baru di alam sutera serpong,

Cluster Mentari - Sutera Sitara Harga 2,9 Milyar - 5,3 Milyar, MBA Mortgage

Index,

Existing Home Sales, Crude Inventories

22 Maret

Rupslb Buana Listya Tama (cancel),

Initial Claims, Continuing Claims, FHFA Housing Price Index, Leading Indicators

23 Maret

Pengumuman Pemenang proyek tender senilai Rp 112,1 miliar ini dijadwalkan akan

diumumkan pada

23 Maret (Tender tersebut ini dipinang oleh 24 perusahaan. Adapun kontraktor

pelat merah yang turut serta dalam tender ini di antaranya, PT Waskita Karya, PT

Adhi Karya, dan PT Wijaya Karya.), New Home Sales

---------------

Berita" Dr Koran:

WINS:

http://mobile.kontan.co.id/news/wins-raih-kontrak-penyediaan-kapal-us-56-juta/20\

12/03/18

WEHA:

http://mobile.kontan.co.id/news/april-weha-akan-terbitkan-obligasi-rp-100-miliar\

/2012/03/18

http://mobile.kontan.co.id/news/jpmorgan-naikkan-prediksi-dolar-as-tahun-ini/201\

2/03/17

CMNP+PTBA:

http://mobile.kontan.co.id/news/cmnp-bidik-proyek-jalur-kereta-api-ptba/2012/03/\

17

BRAU:

http://mobile.kontan.co.id/news/tiga-lembaga-asing-beli-obligasi-brau/2012/03/17

GIAA:

http://www.investor.co.id/marketandcorporatenews/saham-garuda-mulai-ditenderkan-\

pekan-depan/32152

Dow, S&P Log Best Weekly Gains Since Dec.

Stocks finished flat in a lackluster session Friday, but the major averages

posted impressive weekly gains, with the Dow and S&P logging their best gains

for the week since last December.

The CBOE Volatility Index, widely considered the best gauge of fear in the

market, tumbled below 15. The Vix briefly plunged to a 5-year low of 13.76

before recovering.

For the week, the Dow jumped 2.40 percent, the S&P rallied 2.43 percent, while

the Nasdaq soared 2.24 percent. All Dow components logged a gain for the week,

led by BofA and JPMorgan .

Dow. 13232.62 -20.14. -0.15%

Nasdaq. 3055.26 -1.11. -0.04%

S&P 500. 1404.17 +1.57. +0.11%

FTSE. 5965.58. +24.86 +0.42%

Dax. 7157.82. +13.37.+0.19%

CAC40. 3594.83. +14.62 +0.41%

Oil. 107.06. +1.95. +1.86%

Gold. 1655.80. -3.70. -0.22%

IDR. 9118 (source: yahoo finance)

Euro. 1.3176

TLKM.29.31.-0.20. -0.68%. Rp6681

ISAT. 29.25 -0.34. -1.15%. Rp5334

BumiPLC. 769.00. -7.00. -0.90%

EIDO. 30.37. -0.08. -0.26%

Timah. 23275. -425. -1.79%.

Nickel. 18880. -380. -1.97%

CPOMay3398RM-10+0.45%$1113

Corn. 673.00. +4.00. +0.60%

Soybean. 55.50. +0.02. +0.0.4%

Wheat. 672.00. +7.25. +1.09%

DOC. IDR 4750. +0. +0.00%

(DE/ls- 19-03-12)

-----------

Jakarta - PT Semen Gresik Tbk (SMGR) mengharapkan dapat membagikan dividen 2011

maksimal 50% dari laba bersih perseroan. Hal itu dikarenakan akan banyak belanja

modal di lima tahun mendatang.

http://m.inilah.com/read/detail/1841891/smgr-usul-bagi-dividen-2011-sebesar-50

--------

LPIN: Jakarta –Saham PT Multi Prima Sejahtera (LPIN) akan segera menuju level

Rp5.000 per lembarnya.

Salah satu pelaku pasar menyebutkan bahwa dalam waktu dekat Pacific Asia

Holdings, selaku pemegang saham mayoritas LPIN, akan menambah porsi

kepemilikannya melalui pembelian langsung di pasar.

Dengan penambahan porsi kepemilikan, Pacific Asia Holdings diprediksi akan

memiliki 30% saham LPIN dan berencana mengucurkan dana investasi untuk

pengembangan bisnisnya.

Pada tahun ini, rencana ekspansi LPIN selain penambahan beberapa line produksi

baru adalah ketertarikan korporasi untuk mengembangkan area bisnis di bidang

penyediaan bahan kimia industri .

Mengenai proyeksi peningkatan pendapatan tahun ini, pelaku pasar itu optimis

menetapkan pada level sedikitnya 20%.

Pada perdagangan Jumat (16/3/2012), total transaksi LPIN diperdagangkan senilai

lebih dari Rp 2,03 miiliar dan ditutup di level Rp 3100 per lembar saham atau

naik 475 poin (18,09%).

Mandiri Securities: Sentul City (BKSL) and Summarecon (SMRA) – Vote of

confidence for Sentul area from savvy property developer SMRA, buy BKSL. SMRA

management told us that they are looking to complete the acquisition of

200-300ha land around Sentul (bot not BKLS's), with a price of around

Rp500,000/sqm. The land will be located 3-5km away from toll access. We are

hearing that another reputable developer, Agung Sedayu, may join the foray into

developing the Sentul area relatively soon. BKSL proportionately owns around

9,100ha land in Sentul, the biggest developer in Indonesia in terms of land

bank. Our NAV estimate for BKSL of Rp992/share (vs current share price of Rp240)

assumes a conservative land price of only Rp12,355/sqm for 6,682 hectares, or

73% of BKSL's land bank inventory. Cheap as chips, BKSL stands to benefit from

any progress in Sentul area development. Buy with Rp400 PxT. BKSL initiation

report attached.

RUMOR 19 Maret 2012

Bandar Kerek SRSN

TERSIAR kabar di pasar, bandar akan mengerek saham PT Indo Acidatama Tbk (SRSN)

ke level Rp 150 dalam waktu dekat, seiring kabar saham perseroan sedang diburu

salah satu perusahaan gula nasional. Dalam perdagangan Jumat pekan lalu, saham

SRSN stagnan pada level Rp 59

Asing Minati BKSL

SAHAM PT Sentul City Tbk (BKSL) disebut-sebut sedang gencar diakumulasi beberapa

broker besar, menyusul kabar salah satu pengembang besar asal Asean berminat

menjadi pemegang saham perseroan. Selain itu, rencana BKSL mengembangkan proyek

baru di kawasan pusat bisnis Jakarta bisa menjadi momentum penguatan harga BKSL

menuju Rp 500. Saham BKSL dalam perdagangan Jumat pekan lalu naik Rp 15 (6,1%)

menjadi Rp 260

Fundamentally: CIMB mempertahankan rating JCI pada OVERWEIGHT dengan target akhir tahun 4450 berdasarkan 12.6x forward P/E pada 14-19% FY12-13 growth. Dalam jangka pendek, akan datang tekanan dari rencana kenaikan harga BBM sebesar 33%, namun outlook midterm dan longterm tetap cerah karena demand yang kuat. BI baru saja mengumumkan peraturan LTV (loan to value) untuk KPR dan Kredit kendaraan mulai efektif 15Jun12. Hal ini sejalan dengan rencana BI untuk menyalurkan kredit pada hal-hal yang lebih produktif. Dampak jangka pendek adalah perlambatan kredit pada multifinance namun secara jangka panjang adalah NPL yang lebih baik. Yang umum terjadi saat ini adalah untuk kredit mobil, 10-20% dp dengan tenor 2-3 tahun. Kredit motor 0-10% dp, 2-3 tahun.

BNIS TA 1903

Signal Two Crows & Overbought Membuka Peluang Penurunan Terbatas.

IHSG terkoreksi ke 4.028. Momentum penurunan IHSG diperkirakan terbatas, berkat

fase akumulasi, trend bullish, Intraday oversold, buying power dominan, meski

candle two crows, pola Bearish Gartley, wave koreksi iv/3, penutupan di bawah

4.040 (3-Day MA). Resist : 4.040/4.065/4.075/4.100. Support :

4.017/4.000/3.988/3.965. Perkiraan range : 4.000 – 4.050.

BBNI: Trend Netral & Pola Akumulasi, didukung Stochastic Netral, candle Tweezer

Top, Uptrend Channel, penutupan di 3.800 (Pivot Point), buy power dominan,

dukung pola konsolidasi. Resist: 3.825/3.850/3.900/3.975. Support:

3.775/3.725/3.625/3.525. Rekomendasi: 1) Sell 3.825/3.850 target 3.625 kecuali

naik diatas 3.900; 2) Buy 3.700/3.725 target 3.625 stop loss dibawah 3.825.

CPIN: Trend Bullish & Pola Akumulasi, didukung Stochastic Netral, Cup With

Handle, penutupan di atas 2.708 (Pivot Point), buy power dominan, dukung pola

konsolidasi. Resist: 2.750/2.800/2.875/2.925. Support: 2.700/2.650/2.600/2.525.

Rekomendasi: 1) Buy jika tembus diatas 2.750 target 2.850/2.875 stop loss

dibawah 2.625; 2) Buy 2.650/2.625 target 3.750 stop loss dibawah 2.525.

MNCN: Trend Bullish & Pola Akumulasi, didukung Stochastic Bullish, Candle

Bullish Marubozu, breakout Bull Flag, penutupan di atas 1.900 (Pivot Point), buy

power dominan, dukung pola kenaikan lebih lanjut. Resist:1.970/

2.000/2.050/2.100. Support: 1.930/1.900/1.880/1.850. Rekomendasi: 1) Buy target

2.050/2.000 stop loss dibawah 1.900; 2) Buy 1.880 target 1.950 stop loss dibawah

1.850.

KKGI: Trend Netral & Pola Akumulasi, didukung Stochastic Netral, Candle Long Two

Crows, Double Top, meski penutupan di bawah 7.616 (Pivot Point), sell power

dominan, dukung pola kenaikan lebih lanjut. Resist:7.500/7.650/7.750/8.000.

Support: 7.250/7.100/7.000/6.900. Rekomendasi: 1) Buy jika tembus diatas 7.600

target 8.000 stop loss dibawah 7.400; 2) Buy 7.250 target 7.600 stop loss

dibawah 7.100.