15:09 ADRO rumornya besok / senin akan crossing di market
BLOOMBERG: ADARO, BUMI ADVANCE AS UBS FORECASTS CHINA COAL IMPORTS TO RISE
14:47 BLTA anak usahanya oversubcribes 6x. Ada strategyc investor real asing. Confirm
Clsa tp 540
13:55 Jakarta - Laba bersih PT Modernland Realty Tbk (MDLN) pada kuartal I 2011 naik menjadi Rp27,5 miliar dari Rp2,3 miliar pada periode yang sama tahun 2010.
13:42 Foreign investors prefer BMRI, BBNI and BBTN over BBRI accounting
change — In the post strong CY10 result month (March), net foreign buying was
concentrated in BMRI, BBNI and BBTN (Fig. 1). Banking sector 2010 EPS
growth of 43% was well above 27% forecast. BMRI, BBNI and BBTN were 5-
10% above expectations. While BBRI surprised the most with 56% EPS growth,
with the stock up +12% in April, the data show no significant changes in foreign
ownership. There was marginal buying in BBCA and selling in BDMN.
13:35 Naksir INDY...:D
INDY, dgn volume siang ini 62rb lot, dan volume 10 harinya 20rb...ada tanda2 kalau bakalan break 4150.
apalagi dgn pattern ascending triangle nya...Buy yuukkk...
disclaimer On
11:58 (T) BNBR : strong resistance 70 - 74. Jk mampu bertahan di atas 74, mk next target 90, dan 140. (F) pd saat ini proses dokumentasi, diharapkan kuasi reorganisasi selesai pd Q 3, (b ) proses retrukturisasi hutang, (c) bakrie di berbagai kesempatan sangat 'concern' di BNBR. BNBR hrs bisa kembali mjd FLAGSHIP, diharapkan 2012. Semua proses restrukturisasi (organisasi, dan keuangan) selesai 2011.
11:56 CLSA. CMNP now trades at 7.1 PE11 . The stock has underperfomed its better peer JSMR which now trades at 14.8xPE. Profit in 2010 guadrupled from 2009, hence dividend is expected about Rp 60/sh (assuming payout ratio of 40%)
11:30
Jadwal Pembagian Deviden Tunai 2011
Kode Saham, Cum-date Ex-date Keterangan
TRIO Dividend 6-May-11 9-May-11 Rp15 per saham
INTA Dividend 9-May-11 10-May-11 Rp56 per saham
EXCL Dividend 11-May-11 12-May-11 Rp107 per saham
SMCB Dividend 11-May-11 12-May-11 Rp23 per saham
LPGI Dividend 12-May-11 13-May-11 Rp112 per saham
BPFI Dividend 12-May-11 13-May-11 Rp10 per saham
AALI Dividend 20-May-11 23-May-11 Rp640 per saham
TGKA Dividend 24-May-11 25-May-11 Rp51 per saham
ADRO Dividend 27-May-11 1-Jun-11 Rp20,5 per saham
BBRI Dividend 27-May-11 30-May-11 Rp70,04 per saham
HRUM Dividend 30-May-11 31-May-11 Rp244.1 per saham
UNTR Dividend 31-May-11 1-Jun-11 Rp 270 per saham
ADMF Dividend 9-Jun-11 10-Jun-11 Rp954.14 per saham
11:20 REMINDER:::CIMB mempertahankan rating NEUTRAL untuk Adaro Energy (ADRO) dengan target harga Rp2600 berdasarkan metode NAV. Laba inti 1Q11 sebesar $110mn atau naik 98% qoq (karena low base pada 4Q10 karena cuaca buruk), namun sejalan dengan ekspektasi kami, sekitar 20% dari FY11. Kami melihat earning akan menguat untuk kedepannya. ADRO masih merupakan saham coal termahal disektor ini, 14.8x FY11 PER (vs sector average 13x) (CIMB - 02 May 2011)
11:14 Indonesia 1Q GDP +6.50x% On Year; Mkt Expected +6.53%
DJ Indonesia 1Q GDP +1.50% On Quarter; Mkt Expected +1.62%
10:55 rumours INDY masuk MSCI
10:41 Bloomberg: China Coal Imports May Rise as Drought Saps Hydropower, UBS Says
10:23 Rumor: ASII akan memiliki 10% saham ADRO seiiring dengan rencana
perusahaan untuk diversifikasi ke sektor batubara. ADRO dinilai adalah
salah satu perusahaan batubara yang solid dan sangat potensial untuk 10
tahun kedepan berdasarkan kapasitas produksi dan cadangannya. Dikabarkan
ASII akan membeli saham ADRO pada harga Rp2,800.
10:19 JP Morgan: We upgrade ADRO to a higher target price at Rp4,500 prev Rp4,000 based on robust financial performance and sustainable growth on EPS. We forecast the EPS will increase double for FY2011
09:25 BUMI Tunda Pelaksanaan RUPST/RUPSLB http://pasarmodal.inilah.com/read/detail/1481192/bumi-tunda-pelaksanaan-rupstrupslb
09:07 In an earnings drive - by Mulya Chandra CFA
Despite loan seasonality, the earnings of Indonesian banks grew a remarkable 38% yoy in 1Q11, double our expectation, with Mandiri providing the main booster. On the heels of the results, we upgraded our ratings for Mandiri, Bukopin, and BTPN, while downgrading Rakyat, Jabar, and BNI for early symptoms of weaker earnings growth ahead. Consistent with our bottom-up strategy, our top picks remain Bukopin, Mandiri, BTN and Danamon for their company-specific strengths. Our main sell is Rakyat, on our belief that its valuations have run ahead of its growth potential, which could surprise on the downside. Loan growth beating consensus FY11 estimates of 20-22% should be the sector's prime re-rating catalyst
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