Laporan & Rumor Saham Indonesia 15-05 (Refresh)
2nd SESSION JCI on 15.05.12
(By: Gita Adiwoso - D'Origin)
IHSG @ 4045.64 (-7.42 pts) (-0.18 %)
(H:4068.72 ; L:3997.77)
Value: 4.984 T(NG 529 B )
Volume: 7.525 B (NG 1.351 B )
Foreign Nett Sell: 496 B
USD/IDR: 9302 (On Shore)
9240 (Off Shore)
JCI for today:
Support: 4024 ; 3997
Resistance: 4070 ; 4095
6 MARKET DRIVEN BY SECTOR
MANUFACTUR (-0.72%) (1.149 T )
INFRASTRUC (+1.21%) (970.40 B )
FINANCE (+0.28%) (842.03 B )
MINING. (-1.51%). (658.58 B )
TRADE. (-0.29%) (634.76 B )
PROPERTY (+1.36%) (549.36 B )
7 NETT BUY STOCKs BY FOREIGNers
PGAS @ 3881. (185.78 B )
BBNI. @ 3859 (50.33 B )
TLKM @ 8095 (28.62 B )
GGRM @ 58574 (22.29 B )
INDF. @ 4853 (19.80 B )
ASRI. @ 559. (15.05 B )
MAPI. @ 6907 (8.36 B )
7 NETT SELL STOCKs BY FOREIGNers
ASII. @ 67922 (198.05 B )
SMGR@ 10819 (105.87 B )
BBRI. @ 6179. (91.43 B )
BMRI. @ 7182. (76.54 B )
ADRO @ 1693. (48.14 B )
BBCA. @ 7781. (47.77 B )
INTP. @ 17737 (26.43 B )
8 MOST ACTIVE STOCKs BY VALUE
PGAS @ 3975. (+6.71%)
ASII. @ 67950 (-0.94%)
BBRI. @ 6200. (+0.81%)
BMRI. @ 7150. (-0.69%)
UNTR. @ 26600 (-0.18%)
SMGR @ 10900 (-0.45%)
TLKM @ 8150. (+1.87%)
BBCA. @ 7800. (+0.64%)
8 MOST ACTIVE STOCKs BY VOLUME
BKSL. @ 280 (579.566 Lot)
ENRG. @ 168. (574.297 Lot)
PGAS. @ 3975 (227.488 Lot)
TRAM @ 910. (215.399 Lot)
KIJA. @ 230 (191.739 Lot)
ELTY. @ 104 (173.710 Lot)
ASRI. @ 570 (172.636 Lot)
FREN. @ 105. (146.264 Lot)
Asing Cairkan Dana Rp 567 Miliar, IHSG Menipis 7 Poin
http://finance.detik.com/read/2012/05/15/160811/1917667/6/asing-cairkan-dana-rp-567-miliar-ihsg-menipis-7-poin
Inilah 3 big cap yang paling banyak dilepas asing
http://investasi.kontan.co.id/news/inilah-3-big-cap-yang-paling-banyak-dilepas-asing
LONG WEEKEND
Kamis dan Jumat, transaksi BEI diliburkan
http://investasi.kontan.co.id/news/kamis-dan-jumat-transaksi-bei-diliburkan/2012/05/15
Pembiayaan OTOMOTIF & PROPERTI diproyeksi melambat
http://m.bisnis.com/articles/pembiayaan-otomotif-and-properti-diproyeksi-melambat
PERINGKAT LIPPO KARAWACI: Moody's tetapkan peringkat B1 denominasi dollar AS
http://m.bisnis.com/articles/peringkat-lippo-karawaci-moodys-tetapkan-peringkat-b1-denominasi-dollar-as
2012, AKRA targetkan produksi batubara 1 juta ton
http://investasi.kontan.co.id/news/2012-akra-targetkan-produksi-batubara-1-juta-ton/2012/05/15
Indofarma Kantongi Penjualan Rp168 Miliar
http://pasarmodal.inilah.com/read/detail/1861558/indofarma-kantongi-penjualan-rp168-miliar
META Selesaikan Akuisisi 39% Saham Intisentosa
http://pasarmodal.inilah.com/read/detail/1861531/meta-selesaikan-akuisisi-39-saham-intisentosa
Krakatau Gelontorkan Rp 200 Miliar Bentuk Anak Usaha Baru
http://finance.detik.com/read/2012/05/15/161403/1917671/6/krakatau-gelontorkan-rp-200-miliar-bentuk-anak-usaha-baru
DJIA Tembus Support 12.689, Siap-siap Cut Loss
http://pasarmodal.inilah.com/read/detail/1861536/djia-tembus-support-12689-siap-siap-cut-loss
Beban Pendapatan Naik 15,3%, Barito Rugi Rp206,2 M
http://pasarmodal.inilah.com/read/detail/1861515/beban-pendapatan-naik-153-barito-rugi-rp2062-m
Pan Brothers Bagi-bagi Dividen
http://pasarmodal.inilah.com/read/detail/1861525/pan-brothers-bagi-bagi-dividen
AKR Tuntaskan Akuisisi Jabal Nor
http://pasarmodal.inilah.com/read/detail/1861505/akr-tuntaskan-akuisisi-jabal-nor
AKR Beli Tanker dan 2 Kapal Tongkang
http://pasarmodal.inilah.com/read/detail/1861493/akr-beli-tanker-dan-2-kapal-tongkang
PDB Jerman Bawa Bursa Eropa Bangkit
http://pasarmodal.inilah.com/read/detail/1861500/pdb-jerman-bawa-bursa-eropa-bangkit
Sahid Tak Henti Bangun Hotel Baru
http://pasarmodal.inilah.com/read/detail/1861485/sahid-tak-henti-bangun-hotel-baru
Harga Tanah Industri Melesat 12% dalam 3 Bulan
http://finance.detik.com/read/2012/05/15/074137/1917103/1016/harga-tanah-industri-melesat-12-dalam-3-bulan
http://finance.detik.com/read/2012/05/15/160811/1917667/6/asing-cairkan-dana-rp-567-miliar-ihsg-menipis-7-poin
Inilah 3 big cap yang paling banyak dilepas asing
http://investasi.kontan.co.id/news/inilah-3-big-cap-yang-paling-banyak-dilepas-asing
LONG WEEKEND
Kamis dan Jumat, transaksi BEI diliburkan
http://investasi.kontan.co.id/news/kamis-dan-jumat-transaksi-bei-diliburkan/2012/05/15
Pembiayaan OTOMOTIF & PROPERTI diproyeksi melambat
http://m.bisnis.com/articles/pembiayaan-otomotif-and-properti-diproyeksi-melambat
PERINGKAT LIPPO KARAWACI: Moody's tetapkan peringkat B1 denominasi dollar AS
http://m.bisnis.com/articles/peringkat-lippo-karawaci-moodys-tetapkan-peringkat-b1-denominasi-dollar-as
2012, AKRA targetkan produksi batubara 1 juta ton
http://investasi.kontan.co.id/news/2012-akra-targetkan-produksi-batubara-1-juta-ton/2012/05/15
Indofarma Kantongi Penjualan Rp168 Miliar
http://pasarmodal.inilah.com/read/detail/1861558/indofarma-kantongi-penjualan-rp168-miliar
META Selesaikan Akuisisi 39% Saham Intisentosa
http://pasarmodal.inilah.com/read/detail/1861531/meta-selesaikan-akuisisi-39-saham-intisentosa
Krakatau Gelontorkan Rp 200 Miliar Bentuk Anak Usaha Baru
http://finance.detik.com/read/2012/05/15/161403/1917671/6/krakatau-gelontorkan-rp-200-miliar-bentuk-anak-usaha-baru
DJIA Tembus Support 12.689, Siap-siap Cut Loss
http://pasarmodal.inilah.com/read/detail/1861536/djia-tembus-support-12689-siap-siap-cut-loss
Beban Pendapatan Naik 15,3%, Barito Rugi Rp206,2 M
http://pasarmodal.inilah.com/read/detail/1861515/beban-pendapatan-naik-153-barito-rugi-rp2062-m
Pan Brothers Bagi-bagi Dividen
http://pasarmodal.inilah.com/read/detail/1861525/pan-brothers-bagi-bagi-dividen
AKR Tuntaskan Akuisisi Jabal Nor
http://pasarmodal.inilah.com/read/detail/1861505/akr-tuntaskan-akuisisi-jabal-nor
AKR Beli Tanker dan 2 Kapal Tongkang
http://pasarmodal.inilah.com/read/detail/1861493/akr-beli-tanker-dan-2-kapal-tongkang
PDB Jerman Bawa Bursa Eropa Bangkit
http://pasarmodal.inilah.com/read/detail/1861500/pdb-jerman-bawa-bursa-eropa-bangkit
Sahid Tak Henti Bangun Hotel Baru
http://pasarmodal.inilah.com/read/detail/1861485/sahid-tak-henti-bangun-hotel-baru
Harga Tanah Industri Melesat 12% dalam 3 Bulan
http://finance.detik.com/read/2012/05/15/074137/1917103/1016/harga-tanah-industri-melesat-12-dalam-3-bulan
Investor Amankan Portofolio, IHSG Turun 49 Poin. Foreign net sell Rp 284 B
http://finance.detik.com/read/2012/05/15/120909/1917364/6/investor-amankan-portofolio-ihsg-turun-49-poin
Berlina berkemas ekspansi kemasan
http://investasi.kontan.co.id/news/berlina-berkemas-ekspansi-kemasan
JPMorgan 'Rugi' Rp 18 Triliun, Bosnya Dapat Pesangon Rp 294 Miliar
http://finance.detik.com/read/2012/05/15/112807/1917303/5/jpmorgan-rugi-rp-18-triliun-bosnya-dapat-pesangon-rp-294-miliar
Aturan DP Tinggi, Masyarakat Beli Mobil Bekas Ketimbang Baru
http://finance.detik.com/read/2012/05/15/112837/1917302/5/aturan-dp-tinggi-masyarakat-beli-mobil-bekas-ketimbang-baru
Buy on Weakness Bluechip dan Dua Sektor Saham
http://pasarmodal.inilah.com/read/detail/1861429/buy-on-weakness-bluechip-dan-dua-sektor-saham
Perusahaan Gas Negara Raised to 'Outperform' at CIMB
Gas Negara Raises Prices by 50% Starting May 1, Daily Reports
Telkom Indonesia Cut to Neutral at HSBC, PT 8,800 Rupiah
Bank Pundi Plans Rights Offer in 4Q, Investor Daily Reports
Bloomberg: Indonesia Sub-Bituminous Coal Swaps Fall; China Prices Decline
*JPMORGAN'S MOWAT SAYS HE LIKES TECHNOLOGY, ASEAN STOCKS
Japfa Comfeed Indonesia Cut to Neutral at Kim Eng Securities
Indosat May Increase Size of Bond Sale to 3T Rupiah, Daily Says
Rupiah Drops, Bond Yields Rise to 5-Month High on Greece Concern
*PALM OIL GAINS AS MUCH AS 1.3% TO 3,190 RINGGIT/METRIC TON
Lady Gaga Jakarta Concert Won’t Be Allowed: Jakarta Post Link
Seiring Regional, IHSG Jatuh 0,7% ke 3.999
http://pasarmodal.inilah.com/read/detail/1861361/seiring-regional-ihsg-jatuh-07-ke-4021
Situasi Politik Eropa Bergejolak, IHSG Ambles 25 Poin
http://finance.detik.com/read/2012/05/15/093601/1917176/6/situasi-politik-eropa-bergejolak-ihsg-ambles-25-poin
IHSG Terjun ke 4.030, Cermati Tujuh Saham
http://pasarmodal.inilah.com/read/detail/1861251/ihsg-terjun-ke-4030-cermati-tujuh-saham
CATATAN BURSA: Saatnya berpaling ke saham kelas dua?
http://m.bisnis.com/articles/catatan-bursa-saatnya-berpaling-ke-saham-kelas-dua
Krakatau Steel Raih Kredit Sindikasi US$300 Juta
http://pasarmodal.inilah.com/read/detail/1861373/krakatau-steel-raih-kredit-sindikasi-us300-juta
KREDIT PROPERTI: BCA nilai ancaman bubble masih jauh
http://m.bisnis.com/articles/kredit-properti-bca-nilai-ancaman-bubble-masih-jauh
Pendapatan, Topang Laba BEST Capai Rp106,7 Miliar
http://pasarmodal.inilah.com/read/detail/1861378/pendapatan-topang-laba-best-capai-rp1067-miliar
Kredit BNI ke Krakatau Steel Capai Rp6,1 T
http://pasarmodal.inilah.com/read/detail/1861381/kredit-bni-ke-krakatau-steel-capai-rp61-t
April, Investasi Asing di China Turun 0,7%
http://pasarmodal.inilah.com/read/detail/1861388/april-investasi-asing-di-china-turun-07
Gawat! Yunani Harus Bayar Utang Besar Hari Ini
http://pasarmodal.inilah.com/read/detail/1861314/gawat-yunani-harus-bayar-utang-besar-hari-ini
Inilah Menu Saham Pilihan Selasa (15/5/2012)
http://pasarmodal.inilah.com/read/detail/1861229/inilah-menu-saham-pilihan-selasa-1552012
April, BNBR Miliki 2,64% Saham BUMI
http://pasarmodal.inilah.com/read/detail/1861233/april-bnbr-miliki-264-saham-bumi
Inilah Strategi Trading Saham Selasa (15/5/2012)
http://pasarmodal.inilah.com/read/detail/1861309/inilah-strategi-trading-saham-selasa-1552012
Situasi Politik Eropa Memanas, Wall Street Jatuh
http://finance.detik.com/read/2012/05/15/074642/1917105/6/situasi-politik-eropa-memanas-wall-street-jatuh
Harga Emas Terus Melorot
http://finance.detik.com/read/2012/05/15/104510/1917248/4/harga-emas-terus-melorot
JADWAL CORPORATE:
http://finance.detik.com/read/2012/05/15/120909/1917364/6/investor-amankan-portofolio-ihsg-turun-49-poin
Berlina berkemas ekspansi kemasan
http://investasi.kontan.co.id/news/berlina-berkemas-ekspansi-kemasan
JPMorgan 'Rugi' Rp 18 Triliun, Bosnya Dapat Pesangon Rp 294 Miliar
http://finance.detik.com/read/2012/05/15/112807/1917303/5/jpmorgan-rugi-rp-18-triliun-bosnya-dapat-pesangon-rp-294-miliar
Aturan DP Tinggi, Masyarakat Beli Mobil Bekas Ketimbang Baru
http://finance.detik.com/read/2012/05/15/112837/1917302/5/aturan-dp-tinggi-masyarakat-beli-mobil-bekas-ketimbang-baru
Buy on Weakness Bluechip dan Dua Sektor Saham
http://pasarmodal.inilah.com/read/detail/1861429/buy-on-weakness-bluechip-dan-dua-sektor-saham
Perusahaan Gas Negara Raised to 'Outperform' at CIMB
Gas Negara Raises Prices by 50% Starting May 1, Daily Reports
Telkom Indonesia Cut to Neutral at HSBC, PT 8,800 Rupiah
Bank Pundi Plans Rights Offer in 4Q, Investor Daily Reports
Bloomberg: Indonesia Sub-Bituminous Coal Swaps Fall; China Prices Decline
*JPMORGAN'S MOWAT SAYS HE LIKES TECHNOLOGY, ASEAN STOCKS
Japfa Comfeed Indonesia Cut to Neutral at Kim Eng Securities
Indosat May Increase Size of Bond Sale to 3T Rupiah, Daily Says
Rupiah Drops, Bond Yields Rise to 5-Month High on Greece Concern
*PALM OIL GAINS AS MUCH AS 1.3% TO 3,190 RINGGIT/METRIC TON
Lady Gaga Jakarta Concert Won’t Be Allowed: Jakarta Post Link
Seiring Regional, IHSG Jatuh 0,7% ke 3.999
http://pasarmodal.inilah.com/read/detail/1861361/seiring-regional-ihsg-jatuh-07-ke-4021
Situasi Politik Eropa Bergejolak, IHSG Ambles 25 Poin
http://finance.detik.com/read/2012/05/15/093601/1917176/6/situasi-politik-eropa-bergejolak-ihsg-ambles-25-poin
IHSG Terjun ke 4.030, Cermati Tujuh Saham
http://pasarmodal.inilah.com/read/detail/1861251/ihsg-terjun-ke-4030-cermati-tujuh-saham
CATATAN BURSA: Saatnya berpaling ke saham kelas dua?
http://m.bisnis.com/articles/catatan-bursa-saatnya-berpaling-ke-saham-kelas-dua
Krakatau Steel Raih Kredit Sindikasi US$300 Juta
http://pasarmodal.inilah.com/read/detail/1861373/krakatau-steel-raih-kredit-sindikasi-us300-juta
KREDIT PROPERTI: BCA nilai ancaman bubble masih jauh
http://m.bisnis.com/articles/kredit-properti-bca-nilai-ancaman-bubble-masih-jauh
Pendapatan, Topang Laba BEST Capai Rp106,7 Miliar
http://pasarmodal.inilah.com/read/detail/1861378/pendapatan-topang-laba-best-capai-rp1067-miliar
Kredit BNI ke Krakatau Steel Capai Rp6,1 T
http://pasarmodal.inilah.com/read/detail/1861381/kredit-bni-ke-krakatau-steel-capai-rp61-t
April, Investasi Asing di China Turun 0,7%
http://pasarmodal.inilah.com/read/detail/1861388/april-investasi-asing-di-china-turun-07
Gawat! Yunani Harus Bayar Utang Besar Hari Ini
http://pasarmodal.inilah.com/read/detail/1861314/gawat-yunani-harus-bayar-utang-besar-hari-ini
Inilah Menu Saham Pilihan Selasa (15/5/2012)
http://pasarmodal.inilah.com/read/detail/1861229/inilah-menu-saham-pilihan-selasa-1552012
April, BNBR Miliki 2,64% Saham BUMI
http://pasarmodal.inilah.com/read/detail/1861233/april-bnbr-miliki-264-saham-bumi
Inilah Strategi Trading Saham Selasa (15/5/2012)
http://pasarmodal.inilah.com/read/detail/1861309/inilah-strategi-trading-saham-selasa-1552012
Situasi Politik Eropa Memanas, Wall Street Jatuh
http://finance.detik.com/read/2012/05/15/074642/1917105/6/situasi-politik-eropa-memanas-wall-street-jatuh
Harga Emas Terus Melorot
http://finance.detik.com/read/2012/05/15/104510/1917248/4/harga-emas-terus-melorot
JADWAL CORPORATE:
5 Mei
-Rupst INAF, Rups ARTI, AKRA RUPST DAN RUPSLB, Rups PBRX, IDKM RUPST DAN RUPSLB, Rups Hotel Sahid Jaya, Rups INAF, SHID RUPST DAN RUPSLB,
-Cum Dev BMRI RP 104,9661,
-Retail Sales, Retail Sales ex-auto, CPI, Core CPI, Net Long-Term TIC Flows,
Business Inventories, NAHB Housing Market Index,
16 Mei
-Rupst BAYU, Rups Baek, Rups DVLA, CNKO RUPST, Rups JRPT, Rups LMAS, BORN RUPST DAN RUPSLB, SIDOMULYO SELARAS RUPST DAN RUPSLB, CPIN RUPST, BBCA RUPST DAN RUPSLB, PTPP Rups, Rups ACES, PEMBANGUNAN GRAHA LESTARI RUPST DAN RUPSLB, Rups ELTY, Rups Maskapai Reasuransi, HRUM RUPST,
-Cum Dev ASII 1380,
-MBA Mortgage Index, Housing Starts,
Building Permits, Industrial Production, Capacity Utilization, Crude Inventories, FOMC Minutes
[Dow Jones] Indonesia shares end down 1.5% at 4053.067 in light
volume as negative DJIA futures point to further downside in U.S. equities,
while investors continue to fret about the ongoing political turmoil in Greece,
traders say. They expect the market to find support at 4000 Tuesday. "I think
lingering concerns over global growth will continue to dampen sentiment here,
with foreign funds selling more blue chip shares amid risk aversion," says a
trader with Reliance Securities. Foreigners are net sellers of IDR132 billion
worth of shares. Among decliners, cement maker Gresik (SMGR.JK) is down 3.1% at
IDR10,950 and heavyweight Telkom (TLKM.JK) is down 2.4% at IDR8,000 on
profit-taking. The main index is still up 6.0% for the year.
(edhi.pranasidhi@dowjones.com)
[Dow Jones] The USD/IDR is higher at 9,260 vs 9,250 late Friday
in Asia as importers start to buy dollars to settle their month-end bills,
dealers say. Bank Indonesia was suspected of selling around $50 million earlier
in the day, driving the pair to 9,210 intraday low. Still, "the dollar
rebounded quickly as Bank Indonesia (suspectedly) sold dollars only to select
buyers," a dealer says. He tips the pair to trade in a 9,240-9,275 range
Tuesday. (i-made.sentana@dowjones.com)
-Rupst INAF, Rups ARTI, AKRA RUPST DAN RUPSLB, Rups PBRX, IDKM RUPST DAN RUPSLB, Rups Hotel Sahid Jaya, Rups INAF, SHID RUPST DAN RUPSLB,
-Cum Dev BMRI RP 104,9661,
-Retail Sales, Retail Sales ex-auto, CPI, Core CPI, Net Long-Term TIC Flows,
Business Inventories, NAHB Housing Market Index,
16 Mei
-Rupst BAYU, Rups Baek, Rups DVLA, CNKO RUPST, Rups JRPT, Rups LMAS, BORN RUPST DAN RUPSLB, SIDOMULYO SELARAS RUPST DAN RUPSLB, CPIN RUPST, BBCA RUPST DAN RUPSLB, PTPP Rups, Rups ACES, PEMBANGUNAN GRAHA LESTARI RUPST DAN RUPSLB, Rups ELTY, Rups Maskapai Reasuransi, HRUM RUPST,
-Cum Dev ASII 1380,
-MBA Mortgage Index, Housing Starts,
Building Permits, Industrial Production, Capacity Utilization, Crude Inventories, FOMC Minutes
[Dow Jones] Indonesia shares end down 1.5% at 4053.067 in light
volume as negative DJIA futures point to further downside in U.S. equities,
while investors continue to fret about the ongoing political turmoil in Greece,
traders say. They expect the market to find support at 4000 Tuesday. "I think
lingering concerns over global growth will continue to dampen sentiment here,
with foreign funds selling more blue chip shares amid risk aversion," says a
trader with Reliance Securities. Foreigners are net sellers of IDR132 billion
worth of shares. Among decliners, cement maker Gresik (SMGR.JK) is down 3.1% at
IDR10,950 and heavyweight Telkom (TLKM.JK) is down 2.4% at IDR8,000 on
profit-taking. The main index is still up 6.0% for the year.
(edhi.pranasidhi@dowjones.com)
[Dow Jones] The USD/IDR is higher at 9,260 vs 9,250 late Friday
in Asia as importers start to buy dollars to settle their month-end bills,
dealers say. Bank Indonesia was suspected of selling around $50 million earlier
in the day, driving the pair to 9,210 intraday low. Still, "the dollar
rebounded quickly as Bank Indonesia (suspectedly) sold dollars only to select
buyers," a dealer says. He tips the pair to trade in a 9,240-9,275 range
Tuesday. (i-made.sentana@dowjones.com)