Laporan & Rumor Saham Indonesia 14-06 (Refresh)

*BUMI SEES GROWING DEMAND FOR THERMAL COAL FROM INDONESIA
*BUMI SAYS AIMS TO BE LEADING U.K. LISTED THERMAL COAL PRODUCER
*BUMI SAYS ACCELERATING EFFORTS TO REDUCE COSTS
*BUMI CHAIRMAN SAYS DEBT RESTRUCTURING AMONG BIGGEST CONCERNS
*BUMI'S TAN SAYS MAY HAVE DEBT UPDATE IN AUG/SEPT
*BUMI'S TAN SAYS DEBT RESTRUCTURING IS CONTINUING

*BAKRIE SUMATERA EXPECTS 2012 SALES AT 7T RUPIAH: WISENA
*BAKRIE SUMATERA'S 2012 RUBBER OUTPUT SEEN RISING TO 31,000T
*BAKRIE SUMATERA EXPECTS 2012 SALES AT 7T RUPIAH: WISENA
*BAKRIE SUMATERA'S 2012 PALM OIL OUTPUT MAY RISE TO 350,000T

*ENERGI MEGA TO SELL BONDS TO REFINANCE DEBT, FUND CAPEX
*ENERGI MEGA PLANS 754B RUPIAH OF RIGHTS OFFER
*ENERGI MEGA PERSADA TO OFFER $600M OF 5-YR BONDS

2nd SESSION JCI on 14.06.12
(By: Gita Adiwoso - D'Origin)

IHSG @ 3791.62 (-68.84 pts) (-1.78 %)
(H:3860.70 ; L:3777.96)
Value: 3.578 T (NG 412 B )
Volume: 7.175 B (NG 937 M )
Foreign Nett Sell: 126 B
USD/IDR: 9430

JCI for tomorrow:
Support: 3765 ; 3734
Resistance: 3836 ; 3880

6 MARKET DRIVEN BY SECTOR
MINING. (-2.01%) (766.46 B )
MANUFACTUR (-1.51%) (677.21 B )
INFRASTRUC. (-2.06%) (602.88 B )
FINANCE (-1.57%) (557.46 B )
TRADE. (-2.15%) (538.83 B )
PROPERTY (-2.89%) (324.56 B )

7 NETT BUY STOCKs BY FOREIGNers
BBRI. @ 5925. (82.42 B )
ITMG. @ 35057 (55.28 B )
MNCN @ 2050. (148.11 B )
BSDE. @ 1246. (14.94 B )
KLBF. @ 3948. (13.11 B )
ASII. @ 6748. (10.20 B )
CPIN. @ 2695. (10.06 B )

7 NETT SELL STOCKs BY FOREIGNers
UNTR @ 22455 (87.34 B )
BUMI. @ 1052. (77.86 B )
PGAS @ 3372. (39.98 B )
BMRI. @ 6823. (31.51 B )
PTBA @ 13229 (27.08 B )
BBCA @ 7145. (26.98 B )
BKSL @ 210. (20.26 B )

8 MOST ACTIVE STOCKs BY VALUE
UNTR @ 22250 (-4.91%)
ASII. @ 6650. (-2.92%)
BBRI. @ 5950. (-1.65%)
BUMI. @ 1030. (8.85%)
PGAS @ 3325. (-5.67%)
TLKM @ 7700. (-1.91%)
BMRI. @ 6800. (-2.86%)
ITMG. @ 34700 (+1.46%)

8 MOST ACTIVE STOCKs BY VOLUME
ENRG @ 129. (953.692 Lot)
BKSL @ 210. (734.183 Lot)
BUMI. @ 1030 (387.246 Lot)
ELTY @ 72. (337.537 Lot)
ELSA. @ 177. (327.481 Lot)
UNSP. @ 172. (217.638 Lot)
TRAM @ 870 (206.999 Lot)
ENRG-W @ 20 (193.655 Lot)

Gas Negara Drops Most in 3 Weeks After UBS Downgrades to Sell. Perusahaan Gas Negara Cut to Sell at UBS, PT 3,700 Rupiah

United Tractors Raised to Buy at BNP Paribas, PT 29,600 Rupiah

Bumi Resources Falls to Three-Year Low as Coal Prices Drop

Fitch: Indonesia Consumer-Loan Asset Quality Boosted by Rules

Jasa Marga May Get 1T Rupiah Loan for Bali Toll Road, Post Says

Credit Suisse Cuts Non-Japan Asia GDP Forecasts for 2012, 2013

Palm Oil for August Delivery Drops 1.5% to 2,905 Ringgit a Ton

Rubber Futures Gain 0.5% in Tokyo, Erasing Earlier Losses

IHSG Melemah 1.2% ke 3.812,03
http://pasarmodal.inilah.com/read/detail/1871932/ihsg-melemah-05-ke-384103

HARGA BUYBACK EMAS ANTAM Naik Rp6.000/gram!
http://m.bisnis.com/articles/harga-buyback-emas-antam-naik-rp6-dot-000-slash-gram

BURSA ASIA: Rating Spanyol dipangkas, indeks MSCI Asia Pacific melemah 0,4%
http://m.bisnis.com/articles/bursa-asia-rating-spanyol-dipangkas-indeks-msci-asia-pacific-melemah-0-4-percent

Saatnya Masuk Bertahap Saham HRUM
http://pasarmodal.inilah.com/read/detail/1871771/saatnya-masuk-bertahap-saham-hrum

WIJAYA KARYA: Kontrak baru per Juni capai 42% dari target
http://m.bisnis.com/articles/wijaya-karya-kontrak-baru-per-juni-capai-42-percent-dari-target

RATING PEFINDO: Peringkat Clipan Finance "idA+"
http://m.bisnis.com/articles/rating-pefindo-peringkat-clipan-finance-ida-plus

Inilah Target Teknikal Saham Infrastruktur BUMN
http://pasarmodal.inilah.com/read/detail/1871637/inilah-target-teknikal-saham-infrastruktur-bumn

Penjualan motor turun, saham ASII fluktuatif
http://investasi.kontan.co.id/news/penjualan-motor-turun-saham-asii-fluktuatif/2012/06/14

Saham FREN merosot 2% pagi ini
http://investasi.kontan.co.id/news/saham-fren-merosot-2-pagi-ini

Potensi Downgrade Eropa & AS Picu Capital Inflow
http://pasarmodal.inilah.com/read/detail/1871739/potensi-downgrade-eropa-as-picu-capital-inflow

REKOMENDASI SAHAM: Simak SMGR, TLKM, dan MNCN
http://m.bisnis.com/articles/rekomendasi-saham-simak-smgr-tlkm-dan-mncn

Sektor Batu bara Jadi Rekomendasi
http://pasarmodal.inilah.com/read/detail/1871925/sektor-batu-bara-jadi-rekomendasi

UBS pangkas rekomendasi, saham PGAS merosot
http://investasi.kontan.co.id/news/ubs-pangkas-rekomendasi-saham-pgas-merosot/2012/06/14

MODERNLAND akan terbitkan obligasi untuk bangun kawasan industri
http://m.bisnis.com/articles/modernland-akan-terbitkan-obligasi-untuk-bangun-kawasan-industri

Ini Dia 7 Wanita Perkasa di Dunia Pasar Modal
http://finance.detik.com/read/2012/06/14/074320/1940932/6/ini-dia-7-wanita-perkasa-di-dunia-pasar-modal

Garuda Kepakkan Sayap Hingga ke AS & Selandia Baru
http://finance.detik.com/read/2012/06/14/095310/1941044/6/garuda-kepakkan-sayap-hingga-ke-as-selandia-baru

Cari Tambang Emas Baru, Antam Gelontorkan Rp 19 Miliar Sebulan
http://finance.detik.com/read/2012/06/14/110457/1941134/6/cari-tambang-emas-baru-antam-gelontorkan-rp-19-miliar-sebulan

Batal Jual Saham di Asia, Manchester United Lirik AS
http://finance.detik.com/read/2012/06/14/091429/1940999/6/batal-jual-saham-di-asia-manchester-united-lirik-as

Investor banyak melepas saham-saham CPO
http://investasi.kontan.co.id/news/investor-banyak-melepas-saham-saham-cpo/2012/06/14

Dow. 12496.38 -77.42. -0.62%

Nasdaq. 2818.61. -24.46. -0.86%

S&P 500.1314.88. -9.30. -0.70%

FTSE. 5483.81.+10.07. +0.18%

Dax. 6152.49.-8.75. -0.14%

CAC40. 3030.04.-16.87. -0.55%

Oil. 82.62. -0.70. -0.84%

Gold. 1619.40+5.60. +0.35%

IDR. 9433(source: yahoo finance)

Euro. 1.2567

TLKM. 32.70.+0.84+2.64%Rp7711

ISAT. 19.46. -0.36.-1.82% Rp3671

BumiPLC.330.00. +0.00. +0.00%

EIDO. 27.32. -0.18. -0.65%

Timah. 19400. -200. -1.02% Nickel. 16930. -55. -0.32%

CPOAgt2989RM+0RM+0.00%$941

Corn. 510.50.-12.00.-2.30%

SoybeanOil. 49.10. -0.62. -1.25%

Wheat. 640.50. -0.25. -0.04%

Coal(8Jun). 89.40 vs 91.25(1Jun)

DOC. 5000. +0. +0.00%

(DE/ls- 14-06-12)

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Agenda

14 Juni

-Rups BUMI, UNSP RUPST, INDY RUPST DAN RUPSLB, JTPE RUPST, Rups Main, Rups Atlas Resources, BTEL RUPST DAN RUPSLB, SMDM RUPST, ENRG RUPSLB, VRNA RUPST DAN RUPSLB, CMNP RUPST DAN RUPSLB, KRAS RUPST, POOL ADVISTA INDONESIA RUPST,

-PT Bank Mandiri Tbk akan kembali menggelar CFO Forum yang merupakan pertemuan antar Chief Financial Officer dari berbagai korporasi di Indonesia,

-RAJA AKAN ADA PENGUMUMAN AKSI KORPORASI KAMIS ATAU SENIN DEPAN

-Cum Dev JSPT RP 10,

-Cum Dev JRPT RP 43,

-Cum Dev KAEF RP 6,185,

-Cum Dev SCMA RP 125,

-Cum Dev Sidomulya Selaras 2,65

-ECB Merilis Bulletin bulanan tentang Data Statistik Ekonomi Eropa..

Continuing Claims,CPI, CORE CPI,Current Account Balance

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

15 Juni

-TOWR RUPST DAN RUPSLB, DUTA PERTIWI NUSANTARA RUPST, SSTM RUPST, STAR PETROCHEM RUPST DAN RUPSLB, Rups Alakasa Industri, FREN RUPST DAN RUPSLB, UNGGUL INDAH CAHAYA RUPST, RAJA RUPST, MANDALA MULTIFINANCE RUPST DAN RUPSLB, AKASHA WIRA INTERNATIONAL RUPST DAN RUPSLB, BANK WINDU KENTJANA INT L RUPST DAN RUPSLB, COLORPAK INDONESIA RUPST, GZCO RUPST, SONA RUPST, BUDI RUPST DAN RUPSLB, TANAH LAUT RUPST, APAC CITRA CENTERTEX RUPST, NIPRESS RUPST, SMMA RUPST DAN RUPSLB, TBLA RUPST, PANORAMA TRANSPORTASI RUPST, Rups AIMS, Rups Bekasi Fajar Industrial Estate, Rups Inti Agri Resources, Rupst dn Rupslb BSIM, Rups ASRI, Rups MYTX, STAR PETROCHEM RUPST DAN RUPSLB,

-BI memberlakukan kewajiban dp 30% (ruko dan rukan tdk boleh diberikan fasilitas KPR) Aturan BI hanya rumah tinggal yg boleh diberikan fasilitas KPR

-The new rules will be effective June 15 as planned, The minimum down payment will be 30 percent for mortgages and four-wheeled vehicle loans, 25 percent for motorcycles and 20 percent for commercial vehicles,

-Exercise Warant Tanah Laut 1:1 (50),

-Cum Dev JKON RP 15,

-Cum Dev BBKP RP 27 ,

-Cum Dev PEGE RP 4,

-Cum Dev RALS RP 30,

-Cum Dev CASS 3.37

-Empire Manufacturing, Net Long-Term TIC Flows, Industrial Production, Capacity Utilization, Mich Sentiment

17 Juni

-Pemilu Kedua Yunani

----------

WIKA: PT Wijaya Karya Tbk (WIKA) menargetkan total kontrak mencapai Rp32,09 triliun pada tahun ini. Kontrak tersebut terdiri atas kontrak baru sebesar Rp16,5 triliun

http://economy.okezone.com/read/2012/06/13/278/646770/wika-targetkan-kontrak-capai-rp32-09-triliun

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

WIKA: PT Wijaya Karya Tbk (WIKA) mendapatkan kontrak baru hingga akhir Mei 2012 sebesar Rp5,6 triliun. Nilai tersebut sekira 34 persen dari target kontrak baru perseroan tahun ini sebesar Rp16,5 triliun

http://economy.okezone.com/read/2012/06/13/278/646768/wika-kantongi-kontrak-rp5-6-triliun

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ITMG- will be added to the Dow Jones Emerging Markets Select Dividend Index, effective Tuesday, June 19.

The DJEMSD Index measures the stock performance of 100 leading dividend-paying emerging market companies by their dividend yield - it's a positive news for the company and should spark some interests on the stock. Maintain BUY with TP of Rp45,000

After Fitch , MOODY'S CUTS SPAIN TO BAA3 FROM A3, MAY BE CUT TO JUNK.

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

CFIN: Pefindo tegaskan peringkat A+ untuk Clipan Finance

http://investasi.kontan.co.id/news/pefindo-tegaskan-peringkat-a-untuk-clipan-finance/2012/06/13

-----------

FORU: http://investasi.kontan.co.id/news/fortune-indonesia-bagi-dividen-rp-7-per-saham

FORU: PT Fortune Indonesia Tbk (FORU), emiten jasa komunikasi pemasaran pada akhir tahun ini akan melepas sekitar 50 persen sahamnya pada anak usahanya, PT Fortune Travindo yang bernilai aset Rp 7,61 miliar

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[Dow Jones] Indonesia shares end up 0.2% at 3860.461 in moderatevolume, tracking gains on Wall Street Tuesday, traders say. Still, the mainindex retreated from the day's high of 3875.144. Traders expect the market toconsolidate Thursday in a 3840-3880 range. "Moderate profit-taking by localinstitutional funds pulled down the main index from its highs," says a traderwith a local securities firm. Foreigners are net buyers of IDR18 billion worthof shares. Among gainers, heavyweight Telkom (TLKM.JK) is up 3.3% at IDR7,900and Bank Mandiri (BMRI.JK) is up 0.7% at IDR7,000, on bargain-buying.Meanwhile, coal producer Bumi (BUMI.JK) is down 5.0% at IDR1,130 on worrieslower global coal prices would hit earnings. The main index is up 1.0%year-to-date. (edhi.pranasidhi@dowjones.com)

[Dow Jones] The USD/IDR pares early gains as Bank Indonesia wassuspected of selling dollars to support the local currency, while a successfulUSD term deposit auction weighs on the pair, dealers say. The pair is lastquoted at 9,430 after hitting the day's high at 9,480 vs 9,420 in late Asiantrade Tuesday. Three dealers say BI may have sold no more than $50 million.Bank Indonesia raised $700 million in its maiden USD term deposit auction,meeting its target, to help improve onshore dollar liquidity conditions. "Theauction was successful, and the rate offered by BI is good," one dealer says.The dealers tip the pair to stay in a 9,420-9,490 range Thursday.(andreasismar.sandiwan@dowjones.com)

RUMOR PASAR 14 Juni 2012

SSIA Private Placement?

Saham PT Surya Semesta Internusa Tbk (SSIA) dikabarkan bakal dikerek menembus Rp 1.500 dalam waktu dekat, seiring rencana perseroan mengakuisisi lahan di Banten untuk pengembangan kawasan industri. Selain itu, seorang fund manager membisikkan, perseroan akan menggelar private placement dengan investor Jepang. Kemarin, saham SSIA turun Rp 10 (-1,02%) menjadi Rp 970. (coy)

Hedge Fund Borong ADRO

BEREDAR kabar di pasar, sejumlah hedge fund asing akan memborong saham PT Adaro Energy Tbk (ADRO). Hal ini setelah Goldman Sachs memprediksi harga batubara tetap bullish, yakni sebesar US$ 115 per ton. Para hedge fund tersebut akan mem-buy back saham ADRO yang bulan lalu telah mereka jual. Kemarin, ADRO stagnan pada level Rp 1.230.

Property - Overall [ PDF ] Winds of change

OVERWEIGHT - Maintained

- by Lydia TOISUTA

Increasing upfront costs and expensive transportation are the two new factors that could affect the average Indonesian’s home purchasing decision. Developers that understand affordability when it comes to pricing their products will be winners in this game. We maintain our Overweight rating on Indonesian property players. While the stocks may have rebounded nicely post Jun 12 low, we also believe they have factored in the potential downside from the LTV change. CTRA is our top pick for its rapid presales growth in FY12 despite the relatively higher mortgage exposure.

Fundamentally:

CIMB mempertahankan rating sektor property pada OVERWEIGHT. Sektor ini telah rebound setelah sell-off kemarin yang telah factor in aturan LTV baru. CTRA adalah top picks kami karena penjualan yang kuat tahun ini. Mayoritas developer telah mengantisipasi aturan baru dengan mencegah downside. ASRI & LPKR yang memiliki sedikit porsi KPR tidak akan kesulitan mencapai target tahun ini. Sebaliknya, untuk CTRA & MTLA, 50% lebih dari buyer mereka menggunakan KPR. Kami tetap menyukai developer: 1) pre-sales growth yang tinggi, 2) resiko dilusi rendah, 3) akses dana murah, 4) return meningkat. Target harga kami untuk ASRI, BSDE, CTRA, CTRP, LPKR, MTLA, SMRA, SSIA adalah Rp780, 1600, 850, 870, 920, 650, 1800, 1450

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