Laporan & Rumor Saham Indonesia 13-04 (Refresh)

2nd SESSION JCI on 13.04.12
(By: Gita Adiwoso - D'Origin)

IHSG @ 4159.27 (+19.73 pts) (+0.47 %)
(H:4164.73 ; L:4138.63)
Value: 4.545 T (NG 674 B )
Volume: 4.018 B (NG 453 M )
Foreign Nett Buy: 179 B
*Incl. Crossing:
TLKM @ 7565 ~ 102 B (F vs F)
INTP @ 18581 ~ 101 B (F vs F)
USD/IDR: 9164 (On Shore)
9178. (Off Shore)

JCI for next Monday:
Support: 4125 ; 4080
Resistance: 4171 ; 4195

6 MARKET DRIVEN BY SECTOR
MINING. (+0.30%) (949.236 B )
MANUFACTUR (+0.54%) (854.629 B )
TRADE (+0.59%) (765.208 B )
FINANCE (+0.25%) (627.584 B )
PROPERTY (+0.31%) (589.445 B )
INFRASTRUC (+0.62%) (536.515 B )

7 NETT BUY STOCKs BY FOREIGNers
BMRI. @ 7018. (120.95 B )
AKRA @ 4232 (59.04 B )
SMGR @ 12334 (42.99 B )
LSIP. @ 3020. (31.30 B )
GGRM @ 59439(22.70 B )
INTP. @ 18679. (21.93 B )
ASRI. @ 611. (16.53 B )

7 NETT SELL STOCKs BY FOREIGNers
ITMG. @ 41987(106.42 B )
UNTR @ 30612(52.74 B )
HRUM @ 7543. (40.47 B )
BUMI. @ 2074 (33.26 B )
MNCN @ 1917. (22.30 B )
ADRO @ 1828 (16.13 B )
APLN. @ 379. (11.97 B )

8 MOST ACTIVE STOCKs BY VALUE
BMRI. @ 7000. (+0.71%)
ITMG. @ 41700 (-2.79%)
UNTR @ 30600(-0.97%)
AKRA@ 4275. (+5.55%)
BUMI. @ 2100. (0.00%)
SMGR@ 12300 (+1.23%)
ASII. @ 74300(+0.67%)
HRUM @ 7500. (-0.66%)

8 MOST ACTIVE STOCKs BY VOLUME
ENRG. @ 174 (495.652 Lot)
ELTY. @ 117. (411.032 Lot)
KIJA. @ 230 (352.512 Lot)
APLN. @ 380 (319.562 Lot)
TMPI. @ 162 (284.051 Lot)
BAJA. @ 320 (259.828 Lot)
MITI. @ 124 (246.108 Lot)
BKSL. @ 295 (190.673 Lot)

*INDONESIA'S MARCH DOMESTIC MOTORCYCLE SALES AT 619,678 UNITS *INDONESIA'S MARCH DOMESTIC AUTO SALES AT 87,761 UNITS

*INDONESIA MAY INTRODUCE TAX ON ORE EXPORTS IN 1ST HALF: FINMIN

BLOOMBERG: *HOLCIM INDONESIA SAYS TO PAY 55 RUPIAH/SHARE FINAL DIVIDEND

London Sumatra Gains to Record After Macquarie Price Estimate

*PALM OIL FALLS AS MUCH AS 0.2% TO 3,551 RINGGIT/METRIC TON

Citra Marga Gains to 4-Year High After Report on Sumatra Road

*BOFAML:INDONESIA MAY CUT FUEL SUBSIDY VIA PRICE RISE, RATIONING *INDONESIA SEES HIGH CHANCE OF FUEL SUBSIDY CUT

DWS Prefers Indonesian Equities as India Disappoints

Tutup Pekan, IHSG Naik Tipis 0,48%. net foreign buy Rp179 miliar
http://pasarmodal.inilah.com/read/detail/1850705/tutup-pekan-ihsg-naik-tipis-048

Tigaraksa bagi Dividen Rp 63,5 per lembar
http://finance.detik.com/read/2012/04/13/164723/1892034/6/tigaraksa-bagi-dividen-rp-635-per-lembar?f9911023

PTPP Dapat Kontrak Baru hingga Rp917,59 M
http://pasarmodal.inilah.com/read/detail/1850706/ptpp-dapat-kontrak-baru-hingga-rp91759-m

Pendapatan Matahari Putra Prima Capai Rp8,9 T
http://pasarmodal.inilah.com/read/detail/1850676/pendapatan-matahari-putra-prima-capai-rp89-t

Sesi II, investor borong saham EMTK, ASII, &EXCL
http://investasi.kontan.co.id/news/sesi-ii-investor-borong-saham-emtk-asii-excl/2012/04/13

Semua sektor positif, indeks melaju 0,48%
http://investasi.kontan.co.id/news/semua-sektor-positif-indeks-melaju-048/2012/04/13

Palm Oil 2012 Estimate Raised to 3,340 Ringgit/Ton at Macquarie

China 1Q Home Sales by Area Fall 15.5% Y/y

Indonesian Bonds Decline on Inflation Concern; Rupiah Weakens

China’s Economy Has Bottomed Out in 1Q, BofA-ML’s Lu Says

Indonesian Stocks: Bank Negara Indonesia, Citra Marga, Gresik
http://www.bloomberg.com/news/2012-04-13/indonesian-stocks-bank-negara-indonesia-citra-marga-gresik.html

Indonesia Extends Pause in Rate Cuts as Price Risk Persists
http://www.bloomberg.com/news/2012-04-12/indonesia-extends-pause-in-rate-cuts-as-inflation-risk-persists.html

PDB China Solid, IHSG Menanjak 17 Poin
http://finance.detik.com/read/2012/04/13/093655/1891504/6/pdb-china-solid-ihsg-menanjak-17-poin

Roket Korut diisukan gagal, bursa Asia bersemangat
http://investasi.kontan.co.id/news/roket-korut-diisukan-gagal-bursa-asia-bersemangat/2012/04/13

Saham Bekasi Fajar Masuk UMA
http://pasarmodal.inilah.com/read/detail/1850551/saham-bekasi-fajar-masuk-uma

Inilah Strategi Trading Jumat (13/4/2012)
http://pasarmodal.inilah.com/read/detail/1850491/inilah-strategi-trading-jumat-1342012

Tiga Sektor Saham Melejit Karena MP3EI
http://pasarmodal.inilah.com/read/detail/1850403/tiga-sektor-saham-melejit-karena-mp3ei

Cermati Saham Ramayana Lestari
http://pasarmodal.inilah.com/read/detail/1850520/cermati-saham-ramayana-lestari

Saham Komoditas Dorong Wall Street Menanjak
http://finance.detik.com/read/2012/04/13/074907/1891429/6/saham-komoditas-dorong-wall-street-menanjak

CMNP incar proyek senilai Rp 7 triliun
http://investasi.kontan.co.id/news/cmnp-incar-proyek-senilai-rp-7-triliun

SMGR siap pasok kebutuhan semen WIKA
http://investasi.kontan.co.id/news/smgr-siap-pasok-kebutuhan-semen-wika

Discount to NAV emiten properti versi CLSA:

1. ELTY 75%
2. DILD 75%
3. MDLN 70%
4. KIJA 69%
5. CTRS 59%
6. BKSL 57%
7. DUTI 51%
8. JIHD 46%
9. LPKR 45%
10. BSDE 44%
11. CTRP 42%
12. SMRA 30%
13. JRPT 23%
14. ASRI 22%
15. CTRA 21%

(Bloomberg) -- China's economy grew a less-than-forecast 8.1 percent in the first three months from a year earlier, the National Bureau of Statistics said, the slowest pace in 11 quarters.

Cardig Aero Services Tbk ( CASS IJ)Market Cap: Rp1.46tnCompany ProfileCardig
Aero Services provides 2 main services which are aviation support and food
solutions. Under aviation support, CASS operates line maintenance under PT Jas
Aero Engineering (JAE) and ground handling and cargo services under PT Jasa
Angkasa Semesta (JAS), while their catering services operates under 2
subsidiaries, PT Purantara Mitra, handling inflight catering and PT Cipta
Anugrah Sarana Catering doing industrial catering.Currently ground handling and
cargo (JAS) contributes around 79% to revenue, followed by the newly added
catering services contributing 12%, and lastly line maintenance (JAE) accounting
around 9% of revenue.Established since 1984, now CASS has presence in 11 major
airports in Indonesia, serving over 30 international and domestic carriers and
150 shippers, handling millions of international and domestic passengers. The
group also has affiliations to UPS Indonesia. OperationUnder Jasa Angkasa
Semesta (JAS), the company offers 3 main products: Cargo Handling, GH Premier,
and GH silver.1. Cargo handling still contributes the bulk of revenue
under JAS, currently accounts 54.2% or revenue in 2011 with 40% gross margin.
The cargo services has around 40% of market share while the ground handling
controls about 70% of market share with Gapura Angkasa as their biggest
competitor. Growth for this segment is around 12% for international cargo and
25% for domestic cargo.2. GH Premier, is a full ground handling services,
normally catered to high end carriers - international carriers and premium
domestic carrier, contributing around 36% to revenue, with gross margin of
25-30%. This segment is growing at 12% yoy with 5 new additional clients in the
past year supporting growth: K mile, TLA, Vladivostok, Pacific Royal and
Gatari. Premium usually charge around $1800-$2500/way/flight plus any delay
fees. (Selengkapnya email)

Apr interest rates - BI signals policy rate on hold
- by Michelle CHIA
With plans for a fuel price hike still up in the air, BI opted to stand pat on
the BI rate for the second month running. The resurgence of inflation risks has
effectively put a floor on the BI rate for the time being. However, we continue
to believe that the central bank will champion macro-prudential and liquidity
instruments, rather than a policy rate increase, to tackle the threat of higher
inflation. This stance was echoed by comments from BI policymakers to the media
and in the conference call yesterday.

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Room for further re-rating
OVERWEIGHT - Maintained
- by Erwan TEGUH / Erisca WIRAATMADJA
Unlike 2011, CPO prices have been climbing since the beginning of the year.
Production is also higher than expected thus far. Along with recent positive
news flow, stocks have room for further re-rating. Maintain Overweight. If
soybean supply from South America turns out lower than expected, there is 4-7%
upside to our CPO price assumption, boding well for the sector's earnings and
valuations. An export tax which favours the CPO sector is icing on the cake. Our
top picks are AALI and SGRO. We make no changes to our earnings, stock ratings
or target prices.
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PT Salim Ivomas Pratama, Tbk. (SIMP) and PT London Sumatra Indonesia, Tbk.
(LSIP), plan to merge.
Source closed to the deal was reportedly cited that an official statement
submitted to Indonesia Stock Exchange (IDX) by the end of April.
LSIP's board of commissioner was reported to have recently supported the
proposed merger. "Board of commissioner has supported the merger as long as it
is in line with the regulation," internal source said.
Both Salim Ivomas and Lonsum, are controlled by Salim family. PT Salim Ivomas
Pratama Tbk manages Lonsum by 56.39%, Indofood Agri Resources Ltd 8.03%, Empire
Energy Resources Pte Ltd 5.24%, and public by 30.16%.

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Delapan emiten yang tercatat di sektor advertising, printing, dan media
membukukan pendapatan akhir tahun 2011:

1. PT Media Nusantara Citra, (perusahaan milik taipan media Hary Tanoesoedibjo)
membukukan pendapatan Rp5,39 triiun, tumbuh 11,01% dari tahun sebelumnya.

2. PT Elang Mahkota Teknologi/EMTK (Perusahaan baru saja menuntaskan akusisi PT
Indosiar Karya Mandiri Tbk tahun lalu) membukukan pendapatan Rp4,14 triliun,
tumbuh 23,35%.

3. PT Star Pacific Tbk mencatatkan pertumbuhan paling kinclong sebesar 38,48%.
Pada akhir Desember 2011 pendapatan perseroan berjumlah Rp100,26 miliar.

4. PT Tempo Inti Media Tbk (TMPO) mencatatkan pertumbuhan laba bersih hingga
93,93%. Total laba bersih emiten dengan kode saham TMPO tersebut per Desember
2011 menyentuh angka 10,38 miliar.

5. PT Surya Citra Media (SCMA) pertumbuhan laba bersih 72,17%, dari Rp530,13
miliar di akhir 2010 menjadi Rp912,7 miliar di tahun berikutnya.

6. MNCN membukukan laba bersih 2011 sebesar Rp1,1 triliun, tumbuh 46,56% dari
tahun sebelumnya sebesar Rp730,22 miliar.

7. IDKM membukukan rugi bersih hingga Rp 96,84 miliar, anjlok 1267,46% dari
posisi tahun sebelumnya sebesar Rp8,3 miliar.

8. PT Star Pacific Tbk (LPLI) mengalami penurunan laba bersih hingga 149,15%.
Per 31 Desember 2011, membukukan rugi bersih Rp200,73 miliar.

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13 April 2012)

DJIA ditutup menguat 181,2 poin (1,41%), setelah ekspektasi The Fed
mempertahankan suku bunga rendah dan spekulasi data klaim pengangguran. IHSG
diperkirakan bergerak positif atas respon BI rate yang tidak berubah dan
spekulasi laporan keuangan emiten kuartal I tahun ini. IHSG memiliki level
support 4.100 dan level resisten 4.215.

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

1. BMTR; harga memasuki trend naik kembali menuju Rp 1.800an. Level support Rp
1.600; 1.560. Resisten Rp 1.670; 1.750. Buy on weakness.

2. CTRS; trend harga masih naik, mencoba menuju Rp. 2.000an. Support Rp 1.660,
1.610. Resisten Rp. 1.830, 1.900. Buy on weakness

3. CTRP; potensi naik masih terbuka, menuju diatas Rp. 800an. Support Rp 740,
720 Resisten Rp 780, 820. Buy on weakness

4. KIJA; trend harga masih naik jika harga bertahan diatas Rp 210. Level support
Rp 220; 210. Resisten Rp 240, 260. Buy on weakness

5. DILD; potensi naik masih terbuka jika berhasil melewati harga Rp. 430.
Support Rp 375, 360 Resisten Rp 400, 430. Buy on weakness

6. BSDE; Harga akan meneruskan trend naiknya, jika mampu menembus Rp. 1.430.
Support Rp 1.350, 1.290. Resisten Rp 1.420, 1.500. Buy on weakness.

7. SIMP; Potensi harga masih trend naik, jika menembus keatas Rp. 1.450.
Support Rp 1.380, 1.320. Resisten Rp 1.460, 1.530. Buy on weakness.

Saham-saham pilihan lainnya antara lain, BKSL, ADMG, BRAU, BHIT, TOTL, dan
GIAA.


(Disclaimer On)
--------------------

GIANT AWAKES

UBS stated a grim 2Q coal price due to an absence of liquidity boost from QE3
and China slowing growth. Meanwhile, copper price, the best US eco leading
indicator will surge above $9000/t, stated in Goldman reports. Sales comment:
Despite a debt problem in Euro and a slowing growth in China, investors seem
underestimate the rising growth on US eco. My Bull outlook is intact. China
still grows and Euro will be solved (eventually) even at a slower rate than
expected.

LPS and BI rate unchanged at 5.5% & 5.75% consecutively as inflation kick-in. BI
projects 2Q eco growth is slowing down to 6.4% vs. 6.5% 1QF. NIM pressure is at
ease (in view no more aggresive rate cut), but personally weight more concern on
loan growth prospect. I believe smaller banks targeting "niche" market like BJBR
is more resistance to loan growth contraction. NIM and NPL are better than BMRI
yet PB valued similar


BNIS TA 1304
Kuatnya Double Bottom Minor Dapat Picu Bullish Continuation
IHSG ditutup menguat di 4.139. Peluang Technical Rebound Kembali Terbuka Berkat Momentum penurunan masih terbuka dari Kondisi Oversold, candle Bullish Harami, penutupan di atas 4.136 (pivot point), berpeluang mengakhiri wave c/4 terutama jika breakout double top minor 4.171, trend Bullish & Fase Akumulasi.. Resist : 4.150/4.171/4.195/4.232. Support : 4.130/4.111/4.091/4.072. Perkiraan range : 4.130 - 4.180.