Laporan & Rumor Saham Indonesia 30-03 (Refresh)

BLOOMBERG: *TELKOM INDONESIA 2011 PROFIT 10.96T RUPIAH VS 11.57T RUPIAH EST

BLOOMBERG: *BUMI MINERALS 2011 NET 664.7B RUPIAH; ANLST EST. 758.5B RUPIAH

BLOOMBERG: *BUMI RESOURCES 2011 NET $220.5M; ANALYSTS EST $374.9M :BUMI IJ

PT Harum Energy Tbk [HRUM 8,150] membukukan pendapatan konsolidasi sepanjang 2011 sebesar Rp7,29 triliun. Jumlah tersebut meningkat 62,64% dibandingkan pendapatan selama 2010 sebesar Rp4,49 triliun. Pada periode 2011 tersebut, dengan beban pokok penjualan dan beban langsung yang tercatat Rp2,97 triliun, laba kotor Perseroan mencapai Rp2,97 triliun. Laba kotor ini meningkat 88,71% dibanding laba kotor di 2010 sebesar Rp1,58 triliun. Sementara itu, laba sebelum pajak tercatat Rp2,32 triliun dari Rp1,23 triliun di 2010.

2nd SESSION JCI on 30.03.12
(By: Gita Adiwoso - D'Origin)

IHSG @4121.55 (+16.38 pts) (+0.39 %)
(H:4129.33 ; L:4099.72)
Value:  4.883 T (NG 545 B )
Volume: 3.710 B (NG  864 M )
Foreign Nett Buy 1.189 Tn  
USD/IDR:  9139(On Shore)
                    9188(Off Shore)

JCI for next Monday:
Support:      4090 ; 4065
Resistance:  4150 ; 4177

6 MARKET DRIVEN BY SECTOR
MANUFACTUR (+0.91%) (1.279 T)
FINANCE (+0.04%) (961.340 B )
INFRASTRUC (+0.30%) (650.369 B )
MINING.  (+0.01%) (640.010 B )
TRADE. (+0.50%) (607.652 B )
PROPERTY (+0.06%) (536.597 B )

7 NETT BUY STOCKs BY FOREIGNers
ASII.  @ 73763 (227.04 B )
BBRI.  @ 6980.  (144.09 B )
BMRI. @ 6880.  (113.70 B )
BBNI.  @ 3983.  (80.50 B )
GGRM @ 54747 (69.61 B )
AALI.  @ 23264 (67.55 B )
ADRO @ 1922.  (57.97 B )

7 NETT SELL STOCKs BY FOREIGNers
ENRG.  @ 183.    (9.96 B )
MAPI.  @ 6402 (9.31 B )
MEDC.  @ 2129 (7.16 B )
TBIG.    @ 2903 (-5.28 B )
INDY.    @ 2545 (4.84 B )
BMTR. @ 1602 (4.68 B )
ELTY.  @ 124.  (4.10 B )

8 MOST ACTIVE BY VALUE
ASII.    @ 73950 (+1.37%)
BMRI.  @ 6850. (+0.73%)
BBRI.  @ 6950. (-0.71%)
UNTR @ 33000 (+1.85%)
BBCA. @ 8000 (-0.62%)
TLKM @ 7000 (-0.70%)
TRAM @ 940.  (0.00%)
BUMI.  @ 2350. (-1.05%)

8 MOST ACTIVE BY VOLUME
ELTY.  @ 123. (323.503 Lot)
TRAM @ 940(272.455 Lot)
LPKR.  @ 800(262.065 Lot)
MDLN.  @ 485(248.431 Lot)
ENRG.  @ 183. (217.011 Lot)
CNKO. @ 141. (216.018 Lot)
MITI.    @ 65.  (134.965 Lot)
DILD.    @ 320 (116.746 Lot)

Demo Marak, IHSG Naik 0,4% ke 4.121,55
http://pasarmodal.inilah.com/read/detail/1846180/demo-marak-ihsg-naik-04-ke-412155

Tak Hiraukan Kisruh BBM di Paripurna, IHSG Menguat 16 Poin
http://finance.detik.com/read/2012/03/30/161247/1881302/6/tak-hiraukan-kisruh-bbm-di-paripurna-ihsg-menguat-16-poin

Investor Asing Sangat Pede, IHSG Melaju
http://pasarmodal.inilah.com/read/detail/1846187/investor-asing-sangat-pede-ihsg-melaju

Ditawar AF, Danamon Minta Sahamnya Disuspensi
http://pasarmodal.inilah.com/read/detail/1846194/ditawar-af-danamon-minta-sahamnya-disuspensi

Penjualan Naik, Laba Martina Bertho Jadi Rp42,65 M
http://pasarmodal.inilah.com/read/detail/1846167/penjualan-naik-laba-martina-bertho-jadi-rp4265-m

Harga Emas Tinggi, Bakrie Raup Laba Rp 664 Miliar Lewat BRMS 
http://finance.detik.com/read/2012/03/30/170520/1881379/6/harga-emas-tinggi-bakrie-raup-laba-rp-664-miliar-lewat-brms

MBTO Cetak Laba Bersih Naik 16,03%
http://pasarmodal.inilah.com/read/detail/1846147/mbto-cetak-laba-bersih-naik-1603

PTBA Tak Terima Adaro Klaim Cadangan Batubara di Lahan Sengketa
http://finance.detik.com/read/2012/03/30/152407/1881243/6/ptba-tak-terima-adaro-klaim-cadangan-batubara-di-lahan-sengketa

Laba BWPT tumbuh 31,5% di 2011
http://investasi.kontan.co.id/news/laba-bwpt-tumbuh-315-di-2011/2012/03/30

Gas Negara, Jasa Marga, Medco Energi: Indonesian Equity Preview http://www.bloomberg.com/news/2012-03-30/gas-negara-jasa-marga-medco-energi-indonesian-equity-preview.html

IHSG Bergerak Sempit, Cermati Empat Saham!
http://pasarmodal.inilah.com/read/detail/1846056/ihsg-bergerak-sempit-cermati-empat-saham

Asing Net Buy, IHSG Sesi I Ditutup Naik 0,04%
http://pasarmodal.inilah.com/read/detail/1846051/asing-net-buy-ihsg-sesi-i-ditutup-naik-004

Sampoerna Agro Raup Laba Bersih Rp540,94 M di 2011
http://pasarmodal.inilah.com/read/detail/1846006/sampoerna-agro-raup-laba-bersih-rp54094-m-di-2011

Jasa Marga Raup Laba Bersih Rp1,34 Triliun di 2011
http://pasarmodal.inilah.com/read/detail/1846016/jasa-marga-raup-laba-bersih-rp134-triliun-di-2011

Bekasi Fajar Masuk Eefek Syariah
http://pasarmodal.inilah.com/read/detail/1846067/bekasi-fajar-masuk-eefek-syariah

Asia Akan Kembali Hadapi Ancaman Inflasi
http://pasarmodal.inilah.com/read/detail/1846076/asia-akan-kembali-hadapi-ancaman-inflasi

Laba Bersih PGAS Turun 5,2% di 2011
http://pasarmodal.inilah.com/read/detail/1846072/laba-bersih-pgas-turun-52-di-2011

Laba Bersih BYAN Naik Hampir 150%
http://pasarmodal.inilah.com/read/detail/1846069/laba-bersih-byan-naik-hampir-150

Laba Bersih Semen Gresik Hanya Naik 8% di 2011
http://pasarmodal.inilah.com/read/detail/1846010/laba-bersih-semen-gresik-hanya-naik-8-di-2011

Perumahan di Serpong Laris, Laba Cowell Meroket 296%
http://finance.detik.com/read/2012/03/30/105956/1880933/1016/perumahan-di-serpong-laris-laba-cowell-meroket-296

PT Midi Utama Indonesia mencatatkan kenaikan laba bersih mencapai 209,9%. Laba bersih MIDI
tahun 2011 naik menjadi Rp 31,621 miliar dari sebelumnya Rp 10,203 miliar.

2011, laba bersih CPIN naik tipis 6,44%
http://investasi.kontan.co.id/news/2011-laba-bersih-cpin-naik-tipis-644/2012/03/30

Waduh, laba bersih TRAM di 2011 hanya naik 1,56%
http://investasi.kontan.co.id/news/waduh-laba-bersih-tram-di-2011-hanya-naik-156/2012/03/30

2011, laba bersih ACES melonjak 66,7%
http://investasi.kontan.co.id/news/2011-laba-bersih-aces-melonjak-667/2012/03/30

1st session on JCI 03.30.12

@ 4,106.669 (+1.502pts) (+0.037%)

H: 4,114.358 ; L: 4,099.723

Value: 1.96 T (NG 319.63 B)

Volume: 2.09 B (NG 754.52 M)

Foreign Nett Buy: 295.46 B

5 most active stocks by value:

ASII @ 73,600 (+0.89%)

TRAM @ 940 (0.00%)

LPKR @ 820 (+3.80%)

BMRI @ 6,850 (+0.74%)

BBRI @ 6,900 (-1.43%)

5 most active stocks by volume:

TRAM @ 940 (0.00%)

LPKR @ 820 (+3.80%)

MDLN @ 490 (+1.03%)

LMPI @ 275 (-11.29%)

DILD @ 320 (-1.54%)

5 most up:

LION @ 6,200 (+19.23%)

VOKS @ 1,380 (+15.00%)

EPMT @ 820 (+7.89%)

SQMI @ 1,990 (+6.99%)

PTRO @ 4,225 (+6.96%)

5 most down:

LMPI @ 275 (-11.29%)

SAFE @ 245 (-10.91%)

UNIT @ 305 (-8.96%)

BAPA @ 160 (-8.57%)

COWL @ 270 (-5.26%)

5 Leading movers:

ASII @ 73,600 (+3.01%)

BBCA @ 8,100 (+1.40%)

BMRI @ 6,850 (+1.32%)

BDMN @ 4,600 (+1.08%)

ICBP @ 5,400 (+1.00%)

5 Lagging movers:

BBRI @ 6,900 (-2.79%)

BUMI @ 2,325 (-1.19%)

TLKM @ 7,000 (-1.15%)

BRMS @ 610 (-0.88%)

BSDE @ 1,290 (-0.60%)

Rgds,

Venia Meissalina

Research Assistant

BNI Securities

Cpin net income +6.49% menjadi Rp 2.36 T. TBLA net income +69.71% menjadi Rp 421 miliar. MBSS net income +24% menjadi 246 miliar rup. INTA net income + 42% menjadi 120 miliar rup

*GUDANG GARAM 2011 NET INCOME 4.89T RUPIAH VS 4.15T RUPIAH

Laba bersih: BWPT naik 31,5%; CTRA naik 26%; CTRP naik 2%; CTRS naik 90%; SMGR
naik 8%.

LAPORAN KEUANGAN 2011 GTBO SANGAT DAHSYAT; LABA BERSIH TAMPAKNYA DIATAS 200

MILYAR VS RP 840 JUTA PERAK DI 2010.

Dewa menderita rugi bersih sbsr US$24juta perdesember 2011 dari laba bersih
US$588,12ribu

Bisi laba turun sbsr 1,45persen menjadi Rp.148,09 milliar

Myrx meraih kenaikan laba bersih sbsr 140,06% per des'11 menjadi Rp.80,74milliar

Mppa menderita penurunan laba bersih 98persen per des'11 menjadi
Rp.105,03Milliar

Tram meraih kenaikan laba bersih sbsr 12,12% per des'11 menjadi Rp.118,76milliar

RUMOR PASAR 30 Maret 2012

Tersiar kabar di pasar, konsorsium broker lokal akan mengerek saham PT Clipan
Finance Tbk (CFIN) ke level Rp 800 dalam jangka pendek, dibandingkan harga
kemarin Rp 500. Kabarnya, mitra strategis asal Jepang berminat masuk dalam
kepemilikan saham perseroan. Selain itu, perseroan berniat ekspansi ke
pembiayaan alat berat

GTBO Private Placement?

Saham PT Garda Tujuh Buana Tbk (GTBO) disebut-sebut sedang diburu sejumlah
broker asing, menyusul berembusnya kabar perseroan bakal menggelar private
placement dengan investor India. Seorang pelaku pasar menuturkan, transaksi akan
dilakukan pada harga premium, Rp 1500 per saham. Kemarin, GTBO turun Rp 10
(-0,9%) menjadi Rp 1.090
DISCLAIMER

JSMR IJ
By Femi Adi
March 30 (Bloomberg) -- Co.'s 2011 revenue rose to 4.96t
rupiah from 4.37t rupiah a year earlier, it said in a statement
published in Bisnis Indonesia.
• Analyst est. for 2011 rev 4.84t rupiah (18 ests.)
• Net income gained to 1.33t rupiah vs est. 1.4t rupiah (19
ests.)

ADMG 2011 Net Pft IDR294.29 Bln Vs IDR27.22 Bln

ABM Investama (ABMM) 2011 Net Pft IDR412.88 Bln vs IDR127.38 Bln

Gas Negara 2011 Net Profit IDR5.93 Tln Vs IDR6.24 Tln

DKFT 2011 Net Profit IDR177.48 Bln Vs IDR4.07 Bln In NET LOSS

Delta Dunia (DOID) 2011 Net LOSS IDR352.48 Bln Vs IDR158.74 Bln LOSS

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Berita² dari surat kabar:
MPPA:
http://m.bisnis.com/articles/matahari-putra-prima-pendapatan-tumbuh-15-percent

SONA:
http://m.bisnis.com/articles/sona-topas-tourism-bukukan-kenaikan-pendapatan

PTRO:
http://m.bisnis.com/articles/kinerja-emiten-petrosea-bagi-dividen-us$21-juta

ADHI:
http://m.bisnis.com/articles/kinerja-emiten-saham-adhi-karya-stagnan-laba-turun-\
3-89-percent

http://m.bisnis.com/articles/aksi-emiten-global-mediacom-buyback-694-juta-saham

EXCL:
http://m.bisnis.com/articles/kinerja-emiten-xl-axiata-bagi-dividen-rp1-1-triliun

ASRI:
http://m.bisnis.com/articles/obligasi-alam-sutera-tetapkan-bunga-10-75-percent

LMSH+LION+CTBN:
http://m.bisnis.com/articles/kinerja-emiten-laba-naik-saham-3-emiten-positif

BLTA+BULL:
http:/mobile.kontan.co.id/news/blta-bermasalah-bull-tunda-laporan-keuangan/2012/\
03/29

PWON:
http://mobile.kontan.co.id/news/pwon-kantongi-pinjaman-sindikasi-rp-93563-miliar\
/2012/03/29

GIAA:
http://mobile.kontan.co.id/news/giaa-dukung-tiga-sekuritas-lepas-saham-garuda/20\
12/03/29

http://mobile.kontan.co.id/news/pefindo-ganjar-waskita-karya-dengan-a-/2012/03/2\
9

http://www.investor.co.id/marketandcorporatenews/penjualan-chandra-asri-naik-22/\
32985

PJAA:
http://www.investor.co.id/property/ancol-akan-garap-apartemen-north-land/32952

WIKA: http://www.investor.co.id/home/wika-bukukan-laba-bersih-naik-2442/32984

PTBA+ADRO:
http://www.ipotnews.com/m/article.php?jdl=Masuk_Ranah_Hukum__Sengketa_Adaro_PTBA\
_Bukan_Urusan_Pemerintah&level2=newsandopinion&id=1180140&img=level1_topnews_3

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RI Teken MoU Jembatan Selat Sunda dengan China http://de.tk/OvxGA

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KLBF: Jual Obat Laris Manis, Kalbe Farma Cetak Laba Rp 1,48 Triliun
http://de.tk/10e9L

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MEGA: Laba Bank Mega Tembus Rp 1,07 Triliun di 2011 http://de.tk/UfU2m

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Dow. 13145.21 +19.61. +0.15%
Nasdaq. 3095.36. -9.60. -0.31%
S&P 500. 1403.28. -2.26. -0.16%
FTSE. 5742.03. -66.96. -1.15%
Dax. 6875.15. -123.65.-1.77%
CAC40. 3381.12. -49.03. -1.43%
Oil. 102.78. -2.63. -2.50%
Gold. 1654.90. -5.60. -0.34%
IDR. 9165 (source: yahoo finance)
Euro. 1.3301
TLKM.30.15 +0.14.+0.47%. Rp6908
ISAT. 27.99 +0.23.+0.83%. Rp5131
BumiPLC. 635.00. -24.00. -3.64%
EIDO. 30.47. +0.18. +0.59%
Timah. 22530. +200. +0.90%
Nickel. 17125. -410. -2.34%
CPOJun3456RM-17 -0.49%$1127
Corn. 604.00. -16.25.-2.62%
Soybean. 53.59. -1.01. -1.85%
Wheat. 612.50. -18.25. -2.89%
DOC. IDR 4750. +0. +0.00%

(DE/ls- 30-03-12)
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Agenda 30 Maret Rupslb Leo Investments, BUMI CITRA PERMAI RUPSLB, Personal
Income, Personal Spending, PCE Prices – Core, Chicago PMI, Michigan Sentiment -
Final
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BNIS TA
Momentum Kenaikan Terbatas Menuju Target Dari Kondisi Overbought
IHSG ditutup menguat di level tertinggi sejak 8 Mei 2011 di 4.105(Range
4.063-4.105). IHSG diperkirakan dapat melanjutkan momentum kenaikan terbatas,
berkat Intraday Overbought, memasuki target Bull Flag Breakout (target
4.098-4.150), Candle Hanging Man, Higher High, wave impulse v/3, fase akumulasi
& trend bullish, buying power dominan, meski risk > reward , Bearish Gartley.
Resist : 4.119/4.134/4.150/4.175. Support : 4.085/4.063/4.034/4.010. Perkiraan
range : 4.080 - 4.135.

Bank Central Asia [ PDF]
The new mortgage bank?
BBCA IJ / BBCA.JK | NEUTRAL - Maintained | Share Price Rp8050 - Tgt. Rp10000
Banks | - by Mulya CHANDRA, CFA
While many know BCA as the top funding bank, a `mortgage bank' is not an
improper secondary title to predicate. Mortgages that grew by 54% yoy have been
BCA's main growth propellers in FY11, cementing its top position in
non-subsidised mortgages, even ahead of BTN. Core FY11 EPS was in line, forming
98% of our forecast, but ahead of consensus at 106%. Net write-backs of Rp161bn
for FY11 were mainly due to some reversals. We maintain our Neutral and GGM
target price, as its good performance is just enough to meet the market's high
expectations.
-------

Adhi Karya [ PDF]
Building up prudently
ADHI IJ / ADHI.JK | OUTPERFORM - Maintained | Share Price Rp760 - Tgt.
Rp1100
Construction | - by Lydia TOISUTA / Linda LAUWIRA
Adhi Karya is diversifying its business portfolio into areas like EPC for better
profitability and a lower risk profile. If executed well, this will help the
company lose its higher-risk reputation among investors. FY11 earnings were
broadly in line, at 97% of our forecast and 105% of consensus numbers. Margins
were healthy at 11% gross and 8.3% EBIT (vs. pre-2009 EBIT margins of 3-6%). We
tweak our CY12-13 EPS, which does not affect our target price (7.5x CY13 P/E).
Maintain Outperform.
----------

BNP Paribas Favors India, South Korea; Underweights Indonesia
By Weiyi Lim and Rishaad Salamat
March 30 (Bloomberg) -- Erwin Sanft, chief strategist for
pan-Asia equities at BNP Paribas SA, comments on Asian equities
in an interview on Bloomberg Television in Hong Kong. He is
overweight on China, India and South Korea, meaning investors
should buy more shares than are represented in benchmark
indexes. He is underweight on Indonesia, an equivalent of a sell
rating.

On India:
"India is a risk-on trade. There are problems there in
terms of what's happening in the macroeconomy.
But we cannot ignore the fact that India still has one of
the best growth economies in the world. Another great thing
about India is among large cap companies, there are many good
companies to invest."

On Indonesia:
"We are not saying this is a market you can forget about.
We are just saying it got a bit overboard. Indonesia is one of
the economies in Asia where we are going to see a return of high
inflation much faster. That will be a big drag on the Indonesia
market."

On South Korea:
"Korea is a good combination of tech, industrials. There's
a lot of stocks we like, Hyundai Heavy, the shipbuilding sector,
Hynix, technology sector."