Laporan & Rumor Saham Indonesia 27-06 (Refresh)

2nd SESSION JCI on 27.06.12

(By: Gita Adiwoso - D'Origin)

IHSG @ 3934.87 (+53.46 pts) (+1.37 %)

(H:3939.04 ; L:3887.09)

Value: 4.678 T (NG 633 B )

Volume: 9.825 B (NG 4.692 B )

Foreign Nett Buy: 404 B !!!

USD/IDR: 9470 (On Shore)

9480 (Off Shore)

JCI for tomorrow:

Support: 3897 ; 3867

Resistance: 3943 ; 3970

6 MARKET DRIVEN BY SECTOR

FINANCE (+1.45%) (1.128 T )

MANUFACTUR (+1.54%) (1.108 T )

INFRASTRUC. (+1.33%) (814.50 B )

MINING. (+1.18%) (653.54 B )

TRADE (+0.91%) (583.79 B )

CONSUMER (+2.16%) (339.84 B )

7 NETT BUY STOCKs BY FOREIGNers

BBRI. @ 6211. (113.73 B )

TLKM @ 8008 (78.94 B )

GGRM @ 61561 (71.68 B )

ASII. @ 6862 (62.10 B )

PTBA. @ 14890 (32.81 B )

HRUM. @ 5773 (26.32 B )

BMRI. @ 7147 (22.53 B )

7 NETT SELL STOCKs BY FOREIGNers

UNTR. @ 22009 (42.45 B )

INTP. @ 17289. (27.02 B )

JSMR. @ 5399. (20.71 B )

BSDE. @ 1144. (15.43 B )

CPIN. @ 3210. (14.26 B )

TSPC. @ 2840. (14.19 B )

BBCA. @ 7405. (14.11 B )

8 MOST ACTIVE STOCKs BY VALUE

BBRI. @ 6200. (+2.48%)

ASII. @ 6800. (+0.74%)

BMRI. @ 7150. (+2.88%)

UNTR. @ 21900(-0.90%)

TLKM @ 8000. (+2.56%)

GGRM @ 62000(+5.17%)

BBCA. @ 7450. (+1.36 %)

TRAM @ 850. (0.00%)

8 MOST ACTIVE STOCKs BY VOLUME

ENRG. @ 146 (798.687 Lot)

ARTI. @ 325 (298.292 Lot)

TMPI. @ 200(270.811 Lot)

BULL-W @ 7. (268.877 Lot)

TRAM @ 850 (262.794 Lot)

ELTY. @ 72. (251.699 Lot)

UNSP. @ 182. (197.810 Lot)

ASRI. @ 455 (184.885 Lot)

*INDONESIA STOCK INDEX MAY RISE TO 4,200-4,500 YR END: WARSITO


Indonesia’s May Palm Oil Exports Fall to 1.37m Tons: Gapki


Citra Marga Raised to Buy From Hold at Kim Eng; PT 2,500 Rupiah


Bank Central Asia 1H Lending Rises About 10% From Year Earlier


*S&P DOWNGRADES PT BAKRIE SUMATERA TO 'CC'; RTG STAYS ON CW NEG


*INDONESIA 2012 INFLATION BIAS TO LOWER END OF TARGET: SARWONO


*AGRI INTERNATIONAL RESOURCES CC AT S&P; ON CREDITWATCH NEG


*S&P DOWNGRADES AGRI INTL TO 'CC'; RTGS STAY ON CW NEG


*PALM OIL FALLS 0.3% TO 3,022 RINGGIT/METRIC TON AT 4:36 P.M


IHSG Melaju 53 Poin Didorong Dua Saham Produsen Rokok
http://finance.detik.com/read/2012/06/27/155709/1952315/6/ihsg-melaju-53-poin-didorong-dua-saham-produsen-rokok

Asing Borong hingga Rp403 M, IHSG Naik ke 3.934
http://pasarmodal.inilah.com/read/detail/1876767/asing-borong-hingga-rp403-m-ihsg-naik-ke-3934

IHSG Sulit Tembus 3.950, Jangan Agresif
http://pasarmodal.inilah.com/read/detail/1876765/ihsg-sulit-tembus-3950-jangan-agresif

Target Penjualan Batu Bara GTBO Capai 6 Juta Ton
http://pasarmodal.inilah.com/read/detail/1876756/target-penjualan-batu-bara-gtbo-capai-6-juta-ton


Bos Bursa Targetkan 500 Emiten Hingga 2015
http://finance.detik.com/read/2012/06/27/150550/1952252/6/bos-bursa-targetkan-500-emiten-hingga-2015


PENUTUPAN IHSG
Saham blue-chip menjadi sumber energi IHSG
http://investasi.kontan.co.id/news/saham-blue-chip-menjadi-sumber-energi-ihsg/2012/06/27


BEI berniat rombak satuan satu lot saham
http://investasi.kontan.co.id/news/bei-berniat-rombak-satuan-satu-lot-saham


Garda Tujuh angkat presiden direktur baru
http://investasi.kontan.co.id/news/garda-tujuh-angkat-presiden-direktur-baru


Capitalinc cari utangan untuk penuhi capex
http://investasi.kontan.co.id/news/capitalinc-cari-utangan-untuk-penuhi-capex


Dayaindo Resources ajukan pailit?
http://investasi.kontan.co.id/news/dayaindo-resources-ajukan-pailit/2012/06/27


BSDE membagikan dividen Rp 10 per saham
http://investasi.kontan.co.id/news/bsde-membagikan-dividen-rp-10-per-saham


BCA Salurkan Kredit Rp 215 Triliun Hingga Juni 2012
http://finance.detik.com/read/2012/06/27/165448/1952386/5/bca-salurkan-kredit-rp-215-triliun-hingga-juni-2012


Separuh Omzet Gudang Garam Disetorkan ke Negara Rp 22 Triliun
http://finance.detik.com/read/2012/06/27/143753/1952213/6/separuh-omzet-gudang-garam-disetorkan-ke-negara-rp-22-triliun


Gudang Garam Bagi-bagi Dividen Rp 1,9 Triliun
http://finance.detik.com/read/2012/06/27/142151/1952184/6/gudang-garam-bagi-bagi-dividen-rp-19-triliun


INDOSPRING alihkan saham Indoprima Investama
http://m.bisnis.com/articles/indospring-alihkan-saham-indoprima-investama


CALON EMITEN: Kobexindo revisi besaran saham IPO
http://m.bisnis.com/articles/calon-emiten-kobexindo-revisi-besaran-saham-ipo

HRUM

(CG) Harum Energy(HRUM.JK; Rp5,650

Valuation:

Our target price for Harum of Rp9,300 is based on a 12-month forward EV/EBITDAof 7.0x, derived from closest comp PTBA's average EV/EBITDA over the past 12months. Harum was listed only in Oct 2010.

Risks:

Risks that could prevent the shares from reaching our target price include:

a) coalprice volatility;

b ) fluctuating crude oil prices; and

c) poor weather conditions thatmight hamper coal production.

 Takeaways from Jakarta – Harum Energy (HRUM.JK) presented at our ASEANInvestor Conference in Jakarta. Below we highlight key takeaways:

 The market might have over-reacted, in our view - The possibility of cancelledorders from Chinese customers may have provoked an over-reaction. The CEO stressed that the company has proactively sought new customers from Korea and Taiwan to minimize the impact of such a possibility. Thus far, no shipment to China has been subject to a deferral. However, this would put pressure on margins as any sales diverted from China would have to be sold at spot prices, which are

substantially lower than the contracted prices to Chinese customers.

*****

Bursa Asia bergerak naik dipacu spekulasi China
http://investasi.kontan.co.id/news/bursa-asia-bergerak-naik-dipicu-spekulasi-china/2012/06/27


Saham-saham berikut layak dicermati pergerakannya
http://investasi.kontan.co.id/news/saham-saham-berikut-layak-dicermati-pergerakannya/2012/06/27


BWPT dihantui penurunan harga jual CPO
http://investasi.kontan.co.id/news/bwpt-dihantui-penurunan-harga-jual-cpo


GIAA Akan Lepas Saham Tanpa HMETD
http://pasarmodal.inilah.com/read/detail/1876623/giaa-akan-lepas-saham-tanpa-hmetd


IHSG Melaju Didukung Saham Sektor Konsumen
http://pasarmodal.inilah.com/read/detail/1876649/ihsg-melaju-didukung-saham-sektor-konsumen


BEI Fokus Pada Tujuh Pilar Pengembangan
http://pasarmodal.inilah.com/read/detail/1876653/bei-fokus-pada-tujuh-pilar-pengembangan


Lunasi Obligasi, DUTI Tak Bagikan Dividen
http://pasarmodal.inilah.com/read/detail/1876655/lunasi-obligasi-duti-tak-bagikan-dividen


Speculative Buy Sembilan Saham
http://pasarmodal.inilah.com/read/detail/1876635/speculative-buy-sembilan-saham


*INDONESIA 2012 IRON ORE EXPORTS, OUTPUT MAY FALL TO 5 MLN TONS
*INDONESIA 2012 BAUXITE EXPORTS, OUTPUT MAY FALL TO 10 MLN TONS


*INDONESIA SEEKS TO IMPORT CRUDE FROM IRAQ, WACIK SAYS :PERT IJ


Indofood CBP, Mandiri, Semen Gresik: Indonesian Equity Preview
http://www.bloomberg.com/news/2012-06-27/indofood-cbp-mandiri-semen-gresik-indonesian-equity-preview.html


Indonesian Lower-Quality Coal Swaps Rise; China Contracts Slide

Semen Gresik to Receive 1T Rupiah Loan in 2 Months, Daily Says

Asia-Pacific Coal Producers Cash Flows Likely to Weaken: S&P

Bank Mandiri Gains for First Day in 5 After Report on Expansion

Palm Oil Falls as Much as 0.6% to 3,015 Ringgit a Metric Ton

Rupiah Snaps 3-Day Drop After Global Funds Raise Bond Holdings

Coal Set for Worst Rout Since Post-Lehman Slump: Energy Market


Aksi Beli Berlanjut, IHSG Naik 40 Poin
http://finance.detik.com/read/2012/06/27/092902/1951781/6/aksi-beli-berlanjut-ihsg-naik-8-poin

Investor Masih Fokus ke Pertemuan Petinggi Eropa
http://finance.detik.com/read/2012/06/27/073529/1951706/6/investor-masih-fokus-ke-pertemuan-petinggi-eropa

BURSA ASIA Berayun antara Gain dan Merugi Dibayangi Banyak Ketidakpastian
http://m.bisnis.com/articles/bursa-asia-berayun-antara-gain-dan-merugi-dibayangi-banyak-ketidakpastian

Menaksir Gain Saham Perdana Sky Vision
http://pasarmodal.inilah.com/read/detail/1876455/menaksir-gain-saham-perdana-sky-vision

Tren IHSG Naik, Lima Saham Wajib Beli
http://pasarmodal.inilah.com/read/detail/1876449/tren-ihsg-naik-lima-saham-wajib-beli

Mau Aman? Pilih Saham TLKM
http://pasarmodal.inilah.com/read/detail/1876460/mau-aman-pilih-saham-tlkm

Volatilitas Saham CPO Atraktif untuk Trading
http://pasarmodal.inilah.com/read/detail/1876284/volatilitas-saham-cpo-atraktif-untuk-trading

Makin murah, penjualan emas di LM justru surut
http://investasi.kontan.co.id/news/makin-murah-penjualan-emas-di-lm-justru-surut/2012/06/27

Produksi sawit BWPT hanya tumbuh 0,5%
http://investasi.kontan.co.id/news/produksi-sawit-bwpt-hanya-tumbuh-05/2012/06/27

Emas masih tertekan dollar dan Eropa
http://investasi.kontan.co.id/news/emas-masih-tertekan-dollar-dan-eropa

Harga minyak disetir embargo Iran
http://investasi.kontan.co.id/news/harga-minyak-disetir-embargo-iran


27 Juni

-Cum Right Issue MTDL RASIO 5:3(batal),

-Cum Dev UNVR RP 296,

-Cum Dev JECC IDR 110,

-Cum Dev LTLS 30,

-Cum Dev SMRA 23,

-Cum dev ANTM Rp 90.99,

-Cum Dev MBTO RP 10,

-Cum Dev APLN RP 6,

-Cum Dev KBLM RP 3,

-Cum Dev TBMS 200,

-ASURANSI JASA TANIA RUPST DAN RUPSLB,

-GGRM RUPST,

-CENT RUPST,

-ULTJ RUPST,

-DUTA PERTIWI RUPST,

-BSDE RUPST,

-EVERGREEN INVESCO RUPST DAN RUPSLB,

-TIRTA RUPST,

-FKS MULTI AGRO RUPST DAN RUPSLB,

-ARPENI PRATAMA OCEAN LINE RUPST,

-BANK MAYAPADA RUPST,

-CENTRIS MULTI PERSADA P. RUPST DAN RUPSLB,

-JAKARTA KYOEI STEEL WORKS RUPST,

-BTEK RUPST DAN RUPSLB,

-KARW RUPSLB,

-TURI RUPSLB,

-GTBO RUPST DAN RUPSLB,

-INCI RUPST DAN RUPSLB,

-TRIM RUPST,

-ANCORA INDONESIA RESOURCES RUPST DAN RUPSLB

-Rupslb LCGP,

-MBA Mortgage Index, Durable Orders, Durable Orders -ex Transportation, Pending Home Sales, Crude Inventories,

BNIS TA 2706

Signal Konsolidasi & Bullish Wolfe Wave Dapat Support Kinerja IHSG. IHSG ditutup menguat di 3.881 (Range 3.889 - 3.854). IHSG diperkirakan masih berada dalam pola Konsolidasi, mendukung penutupan di atas 3.876 (3-Day MA), stochastic area Netral, candle Piercing Bullish, fase akumulasi, meski Wave koreksi c/2 turun dalam 3 naik dan trend Netral dapat batasi peluang kenaikan. Resist : 3.891/3.914/3.944/3.972. Support : 3.863/3.847/3.816/3.774. Perkiraan range : 3.850 – 3.910.

WINS:

-PT Wintermar Offshore Marine Tbk berencana akan menerbitkan saham baru tanpa Hak Memesan Efek Terlebih Dahulu (HMETD) pada semester II nanti.

-menambah 10 kapal baru di Semester II tahun ini. 10 kapal ini terdiri dari tiga kapal high values, dan tujuh middle values. Harga high values adalah 15 juta dollar per kapal dan middle values sekitar 4-5 juta dollar per kapal

-emiten pengelola armada kapal di bidang industri energi, tahun ini menargetkan raihan pendapatan sebesar Rp1,024 triliun dan pertumbuhan laba sebelum bunga, pajak penyusutan, dan amortisasi (Ebitda) sebesar 30%

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Jadwal Pembagian Deviden DKFT Rp.100,- (seratus rupiah) per lembar saham sebagai berikut :

a. Cum Dividen di Pasar Reguler dan Negosiasi : Senin, 16 Juli 2012

b. Ex Dividen di Pasar Reguler dan Negosiasi : Selasa, 17 Juli 2012

c. Cum Dividen di Pasar Tunai : Kamis, 19 Juli 2012

d. Ex Dividen di Pasar Tunai : Jumat, 20 Juli 2012

e. Pembayaran Dividen dimulai sejak : Kamis, 2 Agustus 2012

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

LAPD: PT Leyand International Tbk semakin fokus mengembangkan pembangkit listrik. Rencananya, perusahaan akan membangun pembangkit listrik di Pontianak, Kalimantan Barat dengan nilai investasi mencapai US$ 100,8 juta.

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BBTN: PT Bank Tabungan Negara (Persero) akan menerbitkan obligasi berkelanjutan tahap II sebesar Rp2 triliun pada 2013. Obligasi berkelanjutan II jika itu memungkinkan, kita akan masuk tahun ini atau tahun depan.

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APIC: PT Pasific Strategic Financial Tbk, tidak membagi dividen pada tahun buku 2011. Laba usaha akan disimpan sebagai laba ditahan dan modal kerja perseroan. Perseroan yang bergerak dalam bidang investasi ini membukukan pendapatan Rp26,94 miliar, meningkat 46% dari pendapatan tahun lalu sebesar Rp18,48 miliar.

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

DILD: PT Intiland Development Tbk akan membagikan dividen senilai Rp3 per saham setara Rp2,99 miliar untuk tahun buku yang berakhir pada 31 Desember 2011. Dividen yang akan dibagikan perseroan adalah sebesar Rp31 miliar atau mencerminkan 2,14%, Laba DILD Rp140 miliar

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ETWA: Emiten energi terbarukan, agribisnis, dan perdagangan produk kimia PT Eterindo Wahanatama Tbk mengantongi pinjaman US$3 juta (sekitar Rp28,5 miliar) dari Citibank NA cabang Indonesia, atau setara Rp28,3 miliar.

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ADMG: PT Polychem Indonesia Tbk meningkatkan kapasitas produksi etoksilat dengan pembangunan pabrik baru di Serang, Banten. pembangunan tersebut melengkapi fasilitas produksi etoksilat bakal meningkatkan kapasitas produksi hingga 2 kali lipat.

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

Ciptadana Flashnote – Sentul City (BKSL) – The Progress is Real

We talked to BKSL's business development director, Mr Andrian Budi Utama, this morning. The following are the latest positive points he gave us:

Marketing sales in 1H'12 reached Rp300 bn, forming 60% of initial FY’12 target of Rp500bn. Now the Company intends to revise the target to Rp600 bn.

Construction progress on pertamina hospital will be completed by end of this year. As this hospital will specialize in liver & kidney illness, its completion will attract more traffic to Sentul City area.

It is confirmed that Giant & Hero will set their store in the company's estate. Currently, the Company is in negotiation process with Ikea Previously, Ikea bought land in Alam Sutera to setup their store in western of Jakarta. For the southern of Jakarta, Ikea sees that Sentul City could serve as a strategic location for its store.

The Company claims that out of 6,000 finished house, around 5,000 has been occupied.

Currently BKSL is traded at 73% discount to NAV, which is still lower than its peers (on average traded at 45% discount to NAV). In a conclusion, we continue to like BKSL & reiterate our Buy call with TP of Rp440/share.

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SMGR: PT Semen Gresik Tbk sepakat membagikan dividen Rp 331 per lembar atau total Rp 1,96 triliun untuk tahun buku 2011atau setara dengan 50% dari laba bersih perseroan tahun lalu sebesar Rp 3,93 triliun.

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SMGR: PT Semen Gresik Tbk telah menyerap sekitar Rp2 triliun anggaran belanja modal (capital expenditure/capex) pada tahun ini. Dari alokasi capex Rp5 triliun pada tahun ini, perseroan telah menggunakan sekitar 40% hingga Juni 2012

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SMGR: Akhir Tahun, PT Semen Gresik Tbk berencana mengakuisisi pabrik semen di Vietnam berkapasitas 2,5 juta ton per tahun.

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SMGR: PT Semen Gresik Tbk mendapatkan standby fasilitas pinjaman sebesar Rp1 triliun dari bank lokal. Standby fasilitas pinjaman tersebut untuk modal kerja dan dana darurat.

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BTEL: PT Bakrie Global Ventura menyerap saham terbitan baru PT Bakrie Telecom Tbk sebagai pembeli siaga aksi non-preemptive rights senilai Rp150 miliar itu. Perseroan tuntas melangsungkan aksi penambahan modal tanpa hak memesan efek terlebih dahulu (non-HMETD) diharga Rp265 per saham.

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SUKUK NEGARA: Permintaan turun 29,6% ⁠ (21:11)

JAKARTA: Permintaan investor terhadap surat berharga syariah negara (SBSN) atau dikenal dengan sebutan sukuk negara pada lelang hari ini tercatat hanya Rp1,59 triliun, turun 29,6% dari lelang sebelumnya sebesar Rp2,26 triliun.

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BBNP: BANK NUSANTARA PARAHYANGAN menyetujui pembagian Dividen Rp7,09 miliar ⁠atau Rp17 per lembar saham yang rencananya akan dibayarkan pada Agustus.

Kinerja Keuangan PT BNP Tbk Kuartal I (Rp triliun) Indikator 2011 2012 Aset Rp5,425 triliun Rp6,780 triliun DPK Rp4,704 triliun Rp5,797 triliun Kredit Rp3,939 triliun Rp5,010 trliun Laba Bersih Rp18,779 miliar Rp21,343 miliar

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[Dow Jones] The USD/IDR falls to 9,450 vs 9,495 late Monday on
suspected intervention by the central bank, dealers say, adding that trade
volume is thin ahead of the EU summit. Two dealers suspected Bank Indonesia to
have sold below $50 million in the day to keep the pair from breaching the
psychologically-important 9,500 mark. "The pair is likely to stay rangebound as
investors await developments from the EU summit later this week," says a local
dealer; "BI will try to curb the pair's rising to 9,500." He tips the pair in a
9,450-9,500 range Wednesday. (andreasismar.sandiwan@dowjones.com)

[Dow Jones] Indonesian shares end 0.6% higher at 3881.401 in
light volume, led by bargain-buying from local institutional funds in most
commodity-related and telecommunication stocks after recent falls, traders say.
They expect the market to consolidate Wednesday in a 3850-3900 band. "Any
positive developments from Europe may be a good catalyst for foreigners to
return to the market and help lift the main index tomorrow," says a fund
manager at a local asset management fund. Foreigners are net sellers of IDR216
billion worth of shares. Among gainers, nickel and gold miner Antam (ANTM.JK)
is up 3.8% at IDR1,380 and coal miner Adaro (ADRO.JK) is 4.5% higher at
IDR1,390 on bargain-buying. The main index is up 1.5% year-to-date.
(edhi.pranasidhi@dowjones.com)