Laporan & Rumor Saham Indonesia 26-04 (Refresh)

2 SESSION JCI on 26.04.12
(By: Gita Adiwoso - D'Origin)

IHSG @4180.30 (+16.66 pts) (+0.40 %)
(H: 4201.06 ; L: 4163.45)
Value: 6.164 T (NG 887 B )
Volume: 5.261 B (NG 663 M )
Foreign Nett Buy: 517 B*....!!!
*Incl. Crossing:
BWPT @ 1585 ~ 367 B (F vs D)
USD/IDR: 9185 (On Shore)
9198 (Off Shore)

JCI for tomorrow:
Support: 4159 ; 4136
Resistance: 4215 ; 4233

6 MARKET DRIVEN BY SECTOR
FINANCE (+1.25%) (1.660 T )
MANUFACTUR (+0.56%) (1.278 T )
TRADE. (+0.05%) (705.047 B )
INFRASTRUC (+0.31%) (653.583 B )
AGRI. (-1.03%) (651.748 B )
PROPERTY (-0.08%) (624.524 B )

7 NETT BUY STOCKs BY FOREIGNers
BMRI. @ 7252. (356.47 B )
SMGR @ 12198 (59.40 B )
BBCA. @ 8130. (53.55 B )
BBNI. @ 4024. (38.08 B )
ITMG. @ 43022 (31.82 B )
GGRM @ 60157 (29.01 B )
BEST. @ 481. (20.73 B )

7 NETT SELL STOCKs BY FOREIGNers
BBRI. @ 6933. (145.62 B )
ASII. @ 70932 (94.18 B )
BWPT @ 1600. (77.08 B )
PTBA. @ 18262 (39.95 B )
INCO. @ 3068. (32.59 B )
PGAS. @ 3426 (21.78 B )
BSDE. @ 1413. (20.53 B )

8 MOST ACTIVE STOCKs BY VALUE
BMRI. @ 7300 (+4.28%)
BBRI. @ 6950 (+0.72%)
ASII. @ 70750 (-0.21%)
KLBF. @ 3950 (+3.26%)
TLKM @ 8000 (1.26%)
BBCA. @ 8000 (+0.62%)
BBNI. @ 4050 ((+3.84%)
UNTR. @ 30100 (-1.14%)

8 MOST ACTIVE STOCKs BY VOLUME
GREN-W @ 29 (1.219.379 Lot)
SIPD. @ 65. (873.056 Lot)
GREN. @ 156 (795.552 Lot)
STAR. @ 51. (465.475 Lot)
INAF. @ 245 (314.415 Lot)
ENRG. @ 190 (280.064 Lot)
PNLF. @ 157 (272.659 Lot)
FREN. @ 124 (236.348 Lot)

Investor Buru Saham Unggulan, IHSG Menguat 16 Poin
http://finance.detik.com/read/2012/04/26/161020/1902488/6/investor-buru-saham-unggulan-ihsg-menguat-16-poin

Asing Net Buy, IHSG Naik 0,4% ke 4.180,31. net foreign buy Rp516,3 miliar.
http://pasarmodal.inilah.com/read/detail/1855051/asing-net-buy-ihsg-naik-04-ke-418031

Kinerja Emiten dan The Fed Sukses Dongkrak IHSG
http://pasarmodal.inilah.com/read/detail/1855053/kinerja-emiten-dan-the-fed-sukses-dongkrak-ihsg

Demi Ekspansi, HD Finance Lupakan Dividen
http://pasarmodal.inilah.com/read/detail/1855041/demi-ekspansi-hd-finance-lupakan-dividen

Laporan Emiten Topang Bursa Eropa di Awal Sesi
http://pasarmodal.inilah.com/read/detail/1855032/laporan-emiten-topang-bursa-eropa-di-awal-sesi

Dahlan Iskan Lega, Akhirnya Saham Garuda Ada yang Nawar
http://finance.detik.com/read/2012/04/26/153445/1902438/6/dahlan-iskan-lega-akhirnya-saham-garuda-ada-yang-nawar

Kuartal I, TLKM cetak kenaikan laba 19,2%
http://investasi.kontan.co.id/news/kuartal-i-tlkm-cetak-kenaikan-laba-192/2012/04/26

Saham BMRI melompat ke level tertinggi 5 bulan
http://investasi.kontan.co.id/news/saham-bmri-melompat-ke-level-tertinggi-5-bulan

Sisa obligasi Adira akan terbit di kuartal empat
http://investasi.kontan.co.id/news/sisa-obligasi-adira-akan-terbit-di-kuartal-empat

Anak Usaha Summarecon Raih Pinjaman Rp530 Miliar
http://www.imq21.com/news/read/60818/20120426/130557/Anak-Usaha-Summarecon-Raih-Pinjaman-Rp530-Miliar.html

Bakrie to Develop Petrochemical Complex in Kalimantan
http://www.theindonesiatoday.com/news/industries/industries-photo/20963-bakrie-to-develop-petrochemical-industrial-estate-in-kalimantan-.html

*DJ Telekomunikasi Indonesia: 1Q Net Profit +17.5% At IDR3.32 Tln
BN: *TELKOM INDONESIA 1Q NET 3.33T RUPIAH V ANALYST EST 3.08T RUPIAH

*DJ Indonesia Finance Minister: 2013 GDP Likely 6.7%-7.3% In 2013
*DJ Indonesia Fin Min: US Dollar Likely To Average IDR8,700-IDR9,000 In 2013
*DJ Indonesia To Narrow Budget Deficit To 1.74% Of GDP In 2013 - Finance Minist

Penjualan AKR Corporindo Naik Jadi Rp5,1 Triliun
http://pasarmodal.inilah.com/read/detail/1854982/penjualan-akr-corporindo-naik-jadi-rp51-triliun

Laba Capai Rp1,5 T, ADMF Berani Bagi Dividen 50%
http://pasarmodal.inilah.com/read/detail/1854990/laba-capai-rp15-t-admf-berani-bagi-dividen-50

Saatnya Membeli Telkom
http://pasarmodal.inilah.com/read/detail/1854975/saatnya-membeli-telkom

Bursa Eropa Berpotensi Naik Merespon Fed
http://pasarmodal.inilah.com/read/detail/1854959/bursa-eropa-berpotensi-naik-merespon-fed

Indonesian Stock Movers: Bank CIMB Niaga, Mandiri, Indofarma
http://www.bloomberg.com/news/2012-04-26/indonesian-stock-movers-bank-cimb-niaga-mandiri-indofarma.html

26 April

METROPOLITAN KENTJANA RUPST DAN RUPSLB, BUANA FINANCE RUPST DAN RUPSLB, HDFA RUPST DAN RUPSLB, BNLI RUPST,

Cum Dev BBRI RP 122,281732,

Initial Claims, Continuing Claims, Pending Home Sales,

27 April

Cum Dev ITMG 2506,

Cum Right Issue TRIO 500:106, Cum Right Issue TRIO 500:35,

HMSP RUPST, DNET RUPST, IATA RUPST DAN RUPSLB, ADRO RUPST, MLPL RUPST, BATAVIA PROSPERINDO FINANCE RUPST DAN RUPSLB, INDO ACIDATAMA RUPST, GIAA RUPST, MTLA RUPST, IMAS RUPST DAN RUPSLB, ASII RUPST DAN RUPSLB, KEDAWUNG SETIA INDUSTRIAL RUPST, IATA RUPST DAN RUPSLB,

GDP-Adv., Chain Deflator-Adv, Chain Deflator-Adv., Employment Cost Index,

Michigan Sentiment – Final

Sesi I, Saham Bank Picu IHSG Naik 0,6% ke 4.192,04. Foreign net buy Rp509,4 miliar
http://pasarmodal.inilah.com/read/detail/1854932/sesi-i-saham-bank-picu-ihsg-naik-06-ke-419204

Melaju 28 Poin, IHSG Siap Nongkrong Lagi di 4.200
http://finance.detik.com/read/2012/04/26/120953/1902069/6/melaju-28-poin-ihsg-siap-nongkrong-lagi-di-4200

Seharusnya Saham CPO Ikut Terpacu!
http://pasarmodal.inilah.com/read/detail/1854907/seharusnya-saham-cpo-ikut-terpacu

XL Axiata Kurangi Nilai Nominal Dividen
http://pasarmodal.inilah.com/read/detail/1854922/xl-axiata-kurangi-nilai-nominal-dividen

Antam Baru Serap Obligasi Berkelanjutan Rp1 T
http://pasarmodal.inilah.com/read/detail/1854926/antam-baru-serap-obligasi-berkelanjutan-rp1-t

[Dow Jones] Indonesian shares end down 0.2%at 4163.643, with

concern over a pending decision on fuelconsumption restrictions keeping the

main index from tracking gains in the U.S. and Europe,a trader says. "There's

some indecision now as people wait to seehow the government will reduce the

fuel subsidy bill, and some selling onrumors that first quarter earnings won't

meet expectations," he says, tipping a4,150-4,180 range for Thursday.

Foreigners are net sellers of about IDR300billion ($32.7 million) of local

shares, while a number of blue chip stocksfall on profit-taking. Car

distributor Astra (ASII.JK) ends down 0.7%at IDR70,900, crude palm oil

producer Astra Agro Lestari (AALI.JK) drops1.3% to IDR21,900 and

telecommunications infrastructure companyIndosat (ISAT.JK) ends down 1.5% at

IDR4,825. Gainers include Bank Tabungan(BBTN.JK) which rises 3.7% to IDR1,390,

and cement maker Semen Gresik (SMGR.JK),which climbs 1.3% to IDR11,950.

*INDONESIA DEFICIT MAY RISE TO 3.5% IF NO FUEL CURBS: YUDHOYONO
*INDONESIA PRESIDENT YUDHOYONO COMMENTS ON 2012 BUDGET DEFICIT
*INDONESIA READY TO CUT FUEL SUBSIDIY SALES IN MAY: YUDHOYONO

*S&P REPORT SAYS INDONESIA'S SUBSIDY REFORMS ARE STILL EVOLVING
*S&P SEES INDONESIA NRG SUBSIDY REFORM PATH AT `PAUSE,' NOT HALT
*INDONESIA SIZEABLE NRG SUBSIDIES WEIGH ON PUBLIC FINANCE

*FITCH AFFIRMS AND WITHDRAWS PAKUWON'S RATINGS

*INDONESIA'S BANK MANDIRI TO INCREASE PUSH INTO CHINA: ZAINI

Bank CIMB Niaga Gains Most in 6 Months as 1Q Profit Gains 29%

IBK to Sign Cooperation Pact with Bank Rakyat, MoneyToday Says

Garuda Gets 1.2T Rupiah of Loan From Bank Jabar, Bisnis Says

Bank Mandiri [ PDF]
Capitalising on the momentum
BMRI IJ / BMRI.JK | OUTPERFORM - Maintained | Share Price Rp7000 - Tgt. Rp8900
Banks | - by Mulya CHANDRA, CFA
Mandiri’s loan growth of 30% yoy significantly outpaced the sector as its expansion into the micro and retail segments started to yield results. Such has also helped to sustain NIM, despite the declining bond yields and lending rates that afflicted the banking sector. Core profits were in line with our and consensus expectations at 22% and 25% of full year forecasts, respectively. Despite 1Q’s fast-paced loan growth, Mandiri is keeping its 20-22% target for the year, on expected moderation in the coming quarters. Maintain our GGM target price and Outperform rating.



BWPT IJ Placement by MS

Vendor: PT Mitra energy global, PT Wahana Platinum Indonesia, PT Fendelton Investment

Base Offer Size: 290,000,000 shares (Approx US$50MM), 100% secondary

Offer Price Range: IDR1,585 - IDR1,615 per share (-6.8% to -5.0% disc. to IDR1,700 close on April 25, 2012)

Lock up: 180 days

Offer Date: April 25, 2012

Expected Trade Date: April 26, 2012

Expected Settlement Date: May 1, 2012 (T+3)

Astra International [ PDF]
Auto picked up the slack
ASII IJ / ASII.JK | OUTPERFORM - Maintained | Share Price Rp70900 - Tgt. Rp77000
Autos | - by Erwan TEGUH / Cindy EFFENDI
The automotive business was strong across the board relative to the industry, offsetting a weaker-than-expected agribusiness and UT. The latter two should pick up the slack in 2H, when LTV may hamper the auto business. 1Q12 core meets market and our forecasts (24% of FY12). Auto margins expanded 30-70bp, growing ahead of the industry. We cut EPS by 3-4%, nevertheless, to account for higher costs at AAL and softer margins at UT. Consequently, our target price drops, still on +1 std to mean P/E (at 14x). Maintain Outperform.

KINERJA EMITEN: Pendapatan Jaya Pari Steel anjlok 63%
JAKARTA: Pendapatan PT Jaya Pari Steel Tbk, emiten baja dari Surabaya, anjlok 63,67% ke Rp95,3 miliar pada kuartal I/2012 dari Rp234,86 miliar pada periode yang sama tahun lalu.

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CIMB mempertahankan rating Astra International (ASII) pada OUTPERFORM dengan target harga Rp77000 (dari sebelumnya Rp79k) masih 1 std deviation dari average PER. Penjualan otomotif masih kuat, mengoffset perlambatan di agri & United Tractors. Sektor otomotif tumbuh 22% yoy karena naiknya margin dan launching xenia & avanza baru (vs industry: 4w naik 11%, 2w naik 3% yoy). United Tractors naik 18% yoy, ASGR naik 53%, namun AALI turun 42% yoy. Posisi net cash ASII membaik ke Rp924bn

ASII: JAKARTA: PT Astra International Tbk, emiten induk Grup Astra, mencetak laba bersih Rp4,6 triliun pada kuartal I/2012, naik 8% atau sekitar Rp300 miliar dari Rp4,3 triliun pada periode yang sama tahun lalu.

http://m.bisnis.com/articles/kinerja-emiten-kuartal-i-astra-international-raup-laba-rp4-3-triliun
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ASGR: http://m.bisnis.com/articles/astra-graphia-anggarkan-belanja-modal-rp300-miliar
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BNLI: JAKARTA: PT Bank Permata Tbk mencatatkan perolehan laba bersih Rp331 miliar sepanjang triwulan I/ 2012, tumbuh 3% dibandingkan periode yang sama tahun sebelumnya.

http://m.bisnis.com/articles/kinerja-bank-kuartal-i-permata-raih-laba-rp331-miliar

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INCO: JAKARTA: PT Vale Indonesia Tbk yang sebelumnya bernama PT International Nickel Indonesia Tbk membagikan dividen sebesar US$85 juta atau 55% dari laba bersih perseroan tahun lalu US$333,76 juta.

Direktur Utama Vale Indonesia Nico Kanter mengatakan dengan demikian pembagian dividen per saham sebesar US$$0,0086 per saham

http://m.bisnis.com/articles/kinerja-emiten-vale-indonesia-bagi-dividen-us$85-juta

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http://m.bisnis.com/articles/surat-utang-gema-graha-sarana-bersiap-emisi-obligasi
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BWPT: Widodo family & BW Plantation placement

All time high has made two controlling shareholders of CPO producer PT BW Plantation Tbk (BWPT), that is controlled by Budiono Widodo,plans to hold private placement. Tonight, both shareholders are underway to hold private placement of 7% stake to institutional investors. At what price those shares will be placed?

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INAF: http://m.bisnis.com/articles/ekspansi-indofarma-jalin-aliansi-strategis-dengan-suplier-and-distributor

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Dibuka Naik Tipis 5 Poin, IHSG Menanjak Perlahan
http://finance.detik.com/read/2012/04/26/093626/1901826/6/dibuka-naik-tipis-5-poin-ihsg-menanjak-perlahan

Seiring Bursa AS, IHSG Menguat 0,4% ke 4.180,97
http://pasarmodal.inilah.com/read/detail/1854877/seiring-bursa-as-ihsg-menguat-04-ke-418097

Rupiah dan obligasi tergerus isu inflasi
http://investasi.kontan.co.id/news/rupiah-dan-obligasi-tergerus-isu-inflasi

BTPN Catat Laba Rp 439 Miliar, Tumbuh 61%
http://finance.detik.com/read/2012/04/26/070527/1901727/5/btpn-catat-laba-rp-439-miliar-tumbuh-61

Rekomendasi Saham
Reli Wall Street Bisa Dorong IHSG
http://finance.detik.com/read/2012/04/26/073031/1901747/6/reli-wall-street-bisa-dorong-ihsg

Laba naik tipis, saham AUTO terpeleset
http://investasi.kontan.co.id/news/laba-naik-tipis-saham-auto-terpeleset/2012/04/26

Meski laba tergerus, asing gencar mengoleksi BMRI
http://investasi.kontan.co.id/news/meski-laba-tergerus-asing-gencar-mengoleksi-bmri/2012/04/26

Berniat terbitkan obligasi, saham INAF meroket 20%
http://investasi.kontan.co.id/news/berniat-terbitkan-obligasi-saham-inaf-meroket-20/2012/04/26

Kuartal I, laba bersih PTBA naik 14,4%
http://investasi.kontan.co.id/news/kuartal-i-laba-bersih-ptba-naik-144/2012/04/26

Masih bertumpu pada perumahan Alam Sutera
http://investasi.kontan.co.id/news/masih-bertumpu-pada-perumahan-alam-sutera

Masih bertumpu pada perumahan Alam Sutera
http://investasi.kontan.co.id/news/masih-bertumpu-pada-perumahan-alam-sutera

Ciputra World Jadi Sumber Berkelanjutan CTRP
http://pasarmodal.inilah.com/read/detail/1854902/ciputra-world-jadi-sumber-berkelanjutan-ctrp

Inilah Strategi Trading Saham Kamis (26/4/2012)
http://pasarmodal.inilah.com/read/detail/1854861/inilah-strategi-trading-saham-kamis-2642012

Inilah Sembilan Saham yang Dilirik Investor
http://pasarmodal.inilah.com/read/detail/1854768/inilah-sembilan-saham-yang-dilirik-investor

Seharusnya Saham CPO Ikut Terpacu!
http://pasarmodal.inilah.com/read/detail/1854907/seharusnya-saham-cpo-ikut-terpacu