15:06 ATPK, CKRA, CPDW, RINA, RODA, TRUB SUSPENSI PERDAGANGAN 30 JUNI 2011 SESI II
Berdasarkan pemantauan Bursa Efek Indonesia hingga tanggal 28 Juni 2011
terdapat 3 (tiga) Perusahaan Tercatat yaitu PT Truba Alam Manunggal
Engineering Tbk, PT Citra Kebun Raya Agri Tbk dan PT Katarina Utama Tbk yang
belum menyampaikan Laporan Keuangan Auditan Tahun 2010 dan 3 (tiga) Perusahaan
Tercatat yang telah menyampaikan Laporan Keuangan namun belum melakukan
pembayaran denda atas keterlambatan penyampaian Laporan Keuangan tersebut
dengan rincian sebagai berikut:
1. PT ATPK Resources Tbk. (ATPK
2. PT Citra Kebun Raya Agri Tbk (CKRA)
3. PT Cipendawa Tbk. (CPDW)
4. PT Katarina Utama Tbk (RINA)
5. PT Royal Oak Development Asia Tbk. (RODA)
6. PT Truba Alam(TRUB)
14:27 Agenda Juli 2011
01 Juli Pengumuman data inflasi, Rups Turi, cum dev Gema 3, Cum dev mrat 11,41, cum dev asri 4,03, cum dev toto 800, cum dev rmba 26, cum dev elsa 2,66, cum right issue krenn 4:1, cum dev trim 1
04 Juli Cum dev bata 1142, cum dev taisho pharmaceutical 8500, cum dev ptba 456,37, cum dev adhi 32,3493, rups hits
05 Juli Cum dev modern international 10, cum dev mapi 20, cum dev bsde 6, cum dev mbto 10, cum dev resources alam 50, cum right issue lpps 3:4 (140), cum dev KKGI 50, cum Reverse stock lpps 2:1
06 Juli Rups Trub, turi, cum dev jsmr 105,6888, Antm 70,71, cum dev lmsh 50, cum dev lion 200, SSIA STOCK SPLIT, RASIO 4:1
07 Juli Rups Blta, Listing minna Padi 395, cum dev ptpp 14,57, cum dev bank swadesi 23, cum dev smart 150,
13:49 MIRA, TRUB, ATPK dan CPDW suspend atau di berhentikan perdagangan sahamnya untuk sementara, dengan alasan belum menyampaikan lap. Keu per Maret 2011 kepada BEI, kecuali CPDW karena ganti nama.
10:12 HOT PROGRES on BUMI: China Investment Corporation (CIC) meminta PT Bumi Resources membayar utangnya secara TUNAI jika BUMI menggunakan opsi percepatan pelunasan USD 600 juta pada Oktober tahun 2011 ini.
KOMENTAR KAMI: Pertanyaan sederhana terkait permintaan CIC agar BUMI membayar tunai adalah DARIMANA BUMI MENDAPATKAN CASH SEBANYAK ITU? Karena kalau saya lihat Laporan Keuangan Kuartal 1/2011, di akun Cash & Cash Equivalent, BUMI hanya punya USD 204,46 juta!! Lalu darimanakah sisa kekurangan tsb diambil? Apakah dari penjualan aset BUMI, penyetoran modal atau BUMI mengambil Utang kembali ke pihak lain?? (ES-MNC)
10:02 Today cum deviden:
HMSP : RP 108
MREI : Rp 25
JPFA : Rp 365
PJAA : RP 41.5
MBAI : Rp 50
JRPT : Rp 30
SGRO : Rp 108
[Reuters] UPDATE 1-Indonesia-Market Factors to watch – Last June The Five analysts offering 12 month price targets for Delta Dunia Makmur Tbk PT [DOID.JK] have a median target of 1,800, with a high estimate of 2,230 and a low estimate of 1,600. The median estimate represents a 80 % increase from the last price of 1,000. Currently trading at 10x PER and still attractive, when compared with other companies who traded an average PER of 20 x, such ADRO.JK, BYAN.JK, INDY.JK.
Kamis, 30 Juni 2011
Berita Pagi Kamis 30 Juni 2011
Window Dressing" - Penutupan 2q akan di warnai dengan window dressing pd beberapa saham yg secara hystori selalu berkepentingan untk mengatrol harga setinggi mungkin. Hal ini dilakukan oleh Emiten dan Manager investasi. Berikut ini emiten dan Fund manager yg selalu berkepentingan :
GroupSalim,
BBTN,BJBR,BDMN, BBCA,
PGAS,ANTM,PTBA,TINS,
SMGR,ITMG,ADHI,PTPP,WIKA,
AMFG,GJTL,WINS,BLTA,DOID,
INDY,MEDC GGRM,HMSP.
Window dressing sudah tampak jelas penahanannya pd saham BJBR dan BBTN dan perbankan lainnya.
-------------------------------------------------------------------------------------------
Thursday Early BIRD Edition (Edwin Sebayang-MNC Securites).
Setelah libur 1 hari, Bursa Indonesia ES perkirakan akan kembali MENGUAT dalam perdagangan Kamis (30/6) didorong faktor PENGUATAN Indeks Dow Jones selama 2 hari trading +1.21% (+217 poin) dan naiknya harga minyak mentah +5.1% (USD+4.77), emas +2.8% (USD+18.2), nikel +3.82% USD+850) & timah +2.95% (USD+745) serta telah disetujui penerapan Austerity Plan di Yunani setelah disetujui oleh Parlemen Yunani ditengah pencatatan akhir Laporan Keuangan Q2/2011.
Wall Street kembali ditutup NAIK TAJAM di hari ke-3 dmn dlm perdagangan Rabu (29/6)rata2 naik +0.6% didorong saham Sektor Keuangan, dgn Indeks Dow menguat +72 poin shg total kenaikan selama 2 hari sebesar +217 poin, setelah Parlemen Yunani meloloskan kebijakan penerapan kenaikan pajak & pengurangan anggaran selama 5 tahun, dgn perolehan suara 155 menyetujui VS 138 suara menolak, senilai Euro 28 miliar dlm kaitannya utk mendapatkan pencairan dana Bail Out bagi penyelesaian krisis utang Yunani ditengah rencana perbankan dan asuransi Uni Eropa me-roll over utang2 perusahaan Yunani spt yg telah dilakukan perbankan Perancis dan menjelang pencatatan akhir Laporan Keuangan emiten Q2/2011 serta naiknya data ekonomi perumahan Pending Home Sales lebih besar dari yg diharapkan, yaitu naik +8.2% mjd 88.8, dibandingkan April yg mencapai titik terendah dlm 7 bln terakhir.
DOW 12261.42 +0.6%
NAS 2740.49 +0.41%
S&P 1307.41 +0.83%
OIL 95.1 +2.38%
GOLD 1512.9 +0.85%
NICKEL. 23075. +2.1%
TIN.25845. +1.85%
CPO.3118. +1.56%
TLK.34.16. (7355)
IIT.29.93 ( 5155)
Thu IDX Range: 3800-3850
BUY: AKRA, INDF, BBRI, ASII, ITMG, BMRI, UNTR, JSMR, PTBA, INDF, BJBR TLKM, HRUM, INTA, ASRI, INDY (ES-MNC Securities/Disclaimer On)
GroupSalim,
BBTN,BJBR,BDMN, BBCA,
PGAS,ANTM,PTBA,TINS,
SMGR,ITMG,ADHI,PTPP,WIKA,
AMFG,GJTL,WINS,BLTA,DOID,
INDY,MEDC GGRM,HMSP.
Window dressing sudah tampak jelas penahanannya pd saham BJBR dan BBTN dan perbankan lainnya.
-------------------------------------------------------------------------------------------
Thursday Early BIRD Edition (Edwin Sebayang-MNC Securites).
Setelah libur 1 hari, Bursa Indonesia ES perkirakan akan kembali MENGUAT dalam perdagangan Kamis (30/6) didorong faktor PENGUATAN Indeks Dow Jones selama 2 hari trading +1.21% (+217 poin) dan naiknya harga minyak mentah +5.1% (USD+4.77), emas +2.8% (USD+18.2), nikel +3.82% USD+850) & timah +2.95% (USD+745) serta telah disetujui penerapan Austerity Plan di Yunani setelah disetujui oleh Parlemen Yunani ditengah pencatatan akhir Laporan Keuangan Q2/2011.
Wall Street kembali ditutup NAIK TAJAM di hari ke-3 dmn dlm perdagangan Rabu (29/6)rata2 naik +0.6% didorong saham Sektor Keuangan, dgn Indeks Dow menguat +72 poin shg total kenaikan selama 2 hari sebesar +217 poin, setelah Parlemen Yunani meloloskan kebijakan penerapan kenaikan pajak & pengurangan anggaran selama 5 tahun, dgn perolehan suara 155 menyetujui VS 138 suara menolak, senilai Euro 28 miliar dlm kaitannya utk mendapatkan pencairan dana Bail Out bagi penyelesaian krisis utang Yunani ditengah rencana perbankan dan asuransi Uni Eropa me-roll over utang2 perusahaan Yunani spt yg telah dilakukan perbankan Perancis dan menjelang pencatatan akhir Laporan Keuangan emiten Q2/2011 serta naiknya data ekonomi perumahan Pending Home Sales lebih besar dari yg diharapkan, yaitu naik +8.2% mjd 88.8, dibandingkan April yg mencapai titik terendah dlm 7 bln terakhir.
DOW 12261.42 +0.6%
NAS 2740.49 +0.41%
S&P 1307.41 +0.83%
OIL 95.1 +2.38%
GOLD 1512.9 +0.85%
NICKEL. 23075. +2.1%
TIN.25845. +1.85%
CPO.3118. +1.56%
TLK.34.16. (7355)
IIT.29.93 ( 5155)
Thu IDX Range: 3800-3850
BUY: AKRA, INDF, BBRI, ASII, ITMG, BMRI, UNTR, JSMR, PTBA, INDF, BJBR TLKM, HRUM, INTA, ASRI, INDY (ES-MNC Securities/Disclaimer On)
Selasa, 28 Juni 2011
Update News and Rumours Selasa 28 Juni 2011
14:33 Authority and to London Stock Exchange plc for 135,879,378 new Bumi Voting Ordinary Shares to be admitted to trading on the London Stock Exchange's main market for listed securities (together, "Admission"
These applications for Admission do not relate to any Bumi Voting Ordinary Shares to be allotted and issued in connection with the Bumi Resources Step-up Acquisitions (as defined in Vallar's announcement of 27 June 2011) (the "Step-Up Shares"). It is expected that applications will be made for the Step-Up Shares to be admitted to the premium listing segment of the Official List of the UK Listing Authority and admitted to trading on the London Stock Exchange's main market for listed securities on or around 5 July 2011
14:27 Bumi Plc shares, which will begin trading on June 28, replace existing shares in Vallar , Rothschild's original venture for investment in the mining sector. The listing of Bumi is the final step in Vallar's major transformation, which began last year with the Bakrie Goup and Rothschild joining forces for Vallar to take a 25 percent stake in coal miner Bumi Resources and a 75 percent stake in Berau Coal Energy . Bumi Plc has since said it aims to increase its stake in miner Bumi Resources, Asia's biggest thermal coal exporter, to up to 50 percent.
14:27 BUMI stake buy By Vallar is equal with IDR3,225, taking into account the shares Bumi Resources will get into Vallar Plc Shares and gains from CB Issue
13:59 Updated : Shanghai +1.65, Dow Fut +3, Hangseng Fut +67
11:09 ML turunin rating BUMI jd UP.. TP 2900
10:48 MDLN HAS FILED DOCUMENTS TO BAPEPAM FOR QUASI-REORGANIZATION-SOURCE
09:08 PYFA terindikasi Bandar Keliling...hati2 yaa...
disc On.
These applications for Admission do not relate to any Bumi Voting Ordinary Shares to be allotted and issued in connection with the Bumi Resources Step-up Acquisitions (as defined in Vallar's announcement of 27 June 2011) (the "Step-Up Shares"). It is expected that applications will be made for the Step-Up Shares to be admitted to the premium listing segment of the Official List of the UK Listing Authority and admitted to trading on the London Stock Exchange's main market for listed securities on or around 5 July 2011
14:27 Bumi Plc shares, which will begin trading on June 28, replace existing shares in Vallar , Rothschild's original venture for investment in the mining sector. The listing of Bumi is the final step in Vallar's major transformation, which began last year with the Bakrie Goup and Rothschild joining forces for Vallar to take a 25 percent stake in coal miner Bumi Resources and a 75 percent stake in Berau Coal Energy . Bumi Plc has since said it aims to increase its stake in miner Bumi Resources, Asia's biggest thermal coal exporter, to up to 50 percent.
14:27 BUMI stake buy By Vallar is equal with IDR3,225, taking into account the shares Bumi Resources will get into Vallar Plc Shares and gains from CB Issue
13:59 Updated : Shanghai +1.65, Dow Fut +3, Hangseng Fut +67
11:09 ML turunin rating BUMI jd UP.. TP 2900
10:48 MDLN HAS FILED DOCUMENTS TO BAPEPAM FOR QUASI-REORGANIZATION-SOURCE
09:08 PYFA terindikasi Bandar Keliling...hati2 yaa...
disc On.
Berita Pagi Selasa 28 Juni 2011
Yes, berita IPOL ada di harian Kontan, halaman 14 kolom Bisnis,
Judulnya : Indopoly Bangun Pabrik US$ 50 Juta.
Please Cek, hari ini IPOL RUPS...
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A number of shareholders in PT Bumi Resources Tbk (BUMI), Indonesia's largest thermal coal exporter, has agreed to sell an aggregate of 800.33 million shares in BUMI.
In an official statement published tonight, the shares are representing 3.9% of the issued ordinary share capital of Bumi Resources.
The shares will be swapped with 13.88 million of Bumi Plc's voting ordinary shares, so-called step-up transactions. These transactions are expected to close on or around 5 July 2011. In return, Bumi Plc's shareholding in Bumi Resources will be increased to approximately 28.9% from 25%.
As a result of the issue of Bumi Plc voting ordinary shares to the selling Bumi Resources shareholders, 5,95 million Bumi suspended voting ordinary shares, issued to the Bakrie Group on the closing of the transaction, will convert into Bumi voting ordinary shares on a one-for-one basis.
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On Tap This Week:
TUESDAY: S&P Case-Shiller home price index, consumer confidence, 5-yr note auction, IMF board to select new chief
WEDNESDAY: Weekly mortgage apps, pending home sales index, oil inventories, 7-yr note auction, farm prices, Dell analyst meeting, Fed meeting on card fees; Earnings from Family Dollar, General Mills, KB Home, Monsanto
THURSDAY: Weekly jobless claims, Fed's Bullard speaks, Chicago PMI, End of QE2, Marathon Oil split takes place
FRIDAY: Consumer sentiment, ISM mfg index, construction spending, Biden's deadline for deficit plan, HP launches TouchPad, auto sales
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Taiwan Shares Cut at Morgan Stanley; Indonesia Rating Raised
2011-06-28 00:40:11.867 GMT
By Shiyin Chen
June 28 (Bloomberg) -- Taiwanese stocks were cut to “underweight” from “equal-weight,” while shares of Indonesia and the Philippines had their ratings raised at Morgan Stanley.
The brokerage lowered its rating on Taiwan within its global emerging-market model, citing a “dramatic fall” in the market’s earnings revisions breadth, analysts led by Jonathan Garner wrote in a report today. They raised Indonesia and the Philippines to “equal-weight” from “underweight,” while cutting Colombia to “underweight” from “equalweight,”according to the report.
---------------------------------------------------------------------------
Tuesday Early BIRD Edition (Edwin Sebayang-MNC Securites).
Beruntunglah investor MNC Securities yg melakukan pembelian disaat kemarin Senin IDX turun dgn volume yg kecil krn Bursa Indonesia Selasa ini ES perkirakan akan mengalami bounce-back setelah Indek Dow naik +109 poin (+1%) semalam ditengah ekspektasi akan disetujuinya penerapan kebijakan anggaran ketat oleh Parlemen Yunani minggu ini, lebih relaks nya aturan permodalan perbankan tahun 2011 oleh BIS serta menjelang pencatatan akhir Laporan Keuangan Kuartal 2/2011.
Wall Street ditutup menguat rata2 +1% dlm perdagangan Senin dipimpin saham Sektor Keuangan, dgn Indeks Dow menguat +109 poin setelah 3 hari turun, menjelang pengambilan keputusan penting mengenai penerapan kebijakan keaikan pajak dan pemotongan anggaran Yunani dan setelah regulator perbankan mengumumkan aturan permodalan yg lebih ringan hanya 2.5% dari sebelumnya 3% dimana itu artinya tersedia lebih banyak dana utk dividen dan Buy Back saham, ditengah data Pendapatan Konsumen bln Mei naik +0.3% & Belanja Konsumen bln May tidak banyak berubah pertama kali hampir selama 1 tahun ini dgn Tingkat Tabungan naik mjd USD 591.1 miliar (YoY) dibandingkan USD 568 miliar di bln April, sementara Indeks Manufacturing Negara Bagian Midwest bln Mei sedikit mengalami kenaikan.
DOW 12043.56 +0.91%
NAS 2688.28 +1.33%
S&P 1280.09 +0.92%
OIL 90.93 -0.25%
GOLD 1496.5 -0.29%
NICKEL. 22225. +0.34%
TIN.25100 +0.7%
CPO.3050 -2.12%
TLK.33.42 (7200)
IIT.29.60 (5100 )
Tue IDX Range: 3785-3845
BUY: ITMG, BBRI, BMRI, AKRA, ASII, UNTR, PTBA, INDF, JSMR, BJBR TLKM, HRUM, INTA, ASRI, INDY (ES-MNC Securities/Disclaimer On)
Judulnya : Indopoly Bangun Pabrik US$ 50 Juta.
Please Cek, hari ini IPOL RUPS...
----------------------------------------------------------------------------
A number of shareholders in PT Bumi Resources Tbk (BUMI), Indonesia's largest thermal coal exporter, has agreed to sell an aggregate of 800.33 million shares in BUMI.
In an official statement published tonight, the shares are representing 3.9% of the issued ordinary share capital of Bumi Resources.
The shares will be swapped with 13.88 million of Bumi Plc's voting ordinary shares, so-called step-up transactions. These transactions are expected to close on or around 5 July 2011. In return, Bumi Plc's shareholding in Bumi Resources will be increased to approximately 28.9% from 25%.
As a result of the issue of Bumi Plc voting ordinary shares to the selling Bumi Resources shareholders, 5,95 million Bumi suspended voting ordinary shares, issued to the Bakrie Group on the closing of the transaction, will convert into Bumi voting ordinary shares on a one-for-one basis.
----------------------------------------------------------------------------
On Tap This Week:
TUESDAY: S&P Case-Shiller home price index, consumer confidence, 5-yr note auction, IMF board to select new chief
WEDNESDAY: Weekly mortgage apps, pending home sales index, oil inventories, 7-yr note auction, farm prices, Dell analyst meeting, Fed meeting on card fees; Earnings from Family Dollar, General Mills, KB Home, Monsanto
THURSDAY: Weekly jobless claims, Fed's Bullard speaks, Chicago PMI, End of QE2, Marathon Oil split takes place
FRIDAY: Consumer sentiment, ISM mfg index, construction spending, Biden's deadline for deficit plan, HP launches TouchPad, auto sales
----------------------------------------------------------------------------
Taiwan Shares Cut at Morgan Stanley; Indonesia Rating Raised
2011-06-28 00:40:11.867 GMT
By Shiyin Chen
June 28 (Bloomberg) -- Taiwanese stocks were cut to “underweight” from “equal-weight,” while shares of Indonesia and the Philippines had their ratings raised at Morgan Stanley.
The brokerage lowered its rating on Taiwan within its global emerging-market model, citing a “dramatic fall” in the market’s earnings revisions breadth, analysts led by Jonathan Garner wrote in a report today. They raised Indonesia and the Philippines to “equal-weight” from “underweight,” while cutting Colombia to “underweight” from “equalweight,”according to the report.
---------------------------------------------------------------------------
Tuesday Early BIRD Edition (Edwin Sebayang-MNC Securites).
Beruntunglah investor MNC Securities yg melakukan pembelian disaat kemarin Senin IDX turun dgn volume yg kecil krn Bursa Indonesia Selasa ini ES perkirakan akan mengalami bounce-back setelah Indek Dow naik +109 poin (+1%) semalam ditengah ekspektasi akan disetujuinya penerapan kebijakan anggaran ketat oleh Parlemen Yunani minggu ini, lebih relaks nya aturan permodalan perbankan tahun 2011 oleh BIS serta menjelang pencatatan akhir Laporan Keuangan Kuartal 2/2011.
Wall Street ditutup menguat rata2 +1% dlm perdagangan Senin dipimpin saham Sektor Keuangan, dgn Indeks Dow menguat +109 poin setelah 3 hari turun, menjelang pengambilan keputusan penting mengenai penerapan kebijakan keaikan pajak dan pemotongan anggaran Yunani dan setelah regulator perbankan mengumumkan aturan permodalan yg lebih ringan hanya 2.5% dari sebelumnya 3% dimana itu artinya tersedia lebih banyak dana utk dividen dan Buy Back saham, ditengah data Pendapatan Konsumen bln Mei naik +0.3% & Belanja Konsumen bln May tidak banyak berubah pertama kali hampir selama 1 tahun ini dgn Tingkat Tabungan naik mjd USD 591.1 miliar (YoY) dibandingkan USD 568 miliar di bln April, sementara Indeks Manufacturing Negara Bagian Midwest bln Mei sedikit mengalami kenaikan.
DOW 12043.56 +0.91%
NAS 2688.28 +1.33%
S&P 1280.09 +0.92%
OIL 90.93 -0.25%
GOLD 1496.5 -0.29%
NICKEL. 22225. +0.34%
TIN.25100 +0.7%
CPO.3050 -2.12%
TLK.33.42 (7200)
IIT.29.60 (5100 )
Tue IDX Range: 3785-3845
BUY: ITMG, BBRI, BMRI, AKRA, ASII, UNTR, PTBA, INDF, JSMR, BJBR TLKM, HRUM, INTA, ASRI, INDY (ES-MNC Securities/Disclaimer On)
Senin, 27 Juni 2011
Sedikit cerita mengenai IPOL
Beberapa teman menanyakan kepada saya, telah beredar kabar Rumor bahwa IPOL gagal bayar Obligasi, hati2 lho, sahamnya akan melorot seperti ELSA. benarkah?
Berdasarkan sumber saya, IPOL TIDAK mengeluarkan OBLIGASI, jadi itu cuma issue saja...
malahan IPOL meresmikan Pabrik barunya, dan berdasar sumber tersebut, besok Selasa berita tsb ada di koran.
Happy Cuan yaa,
disclaimer On.
Berdasarkan sumber saya, IPOL TIDAK mengeluarkan OBLIGASI, jadi itu cuma issue saja...
malahan IPOL meresmikan Pabrik barunya, dan berdasar sumber tersebut, besok Selasa berita tsb ada di koran.
Happy Cuan yaa,
disclaimer On.
Update news and rumours 27 Juni 2011
19:42 PGAS
Gas Negara Shareholders Approve 144.24 Rupiah a Share Dividend
2011-06-27 10:00:44.881 GMT
By Bambang Djanuarto
June 27 (Bloomberg) -- PT Perusahaan Gas Negara shareholders approved a final dividend of 144.24 rupiah a share, amounting to 60 percent of last year’s net income, President Director Hendi Prio Santoso said in Jakarta today.
Link to Company News:{PGAS IJ <Equity> CN <GO>}
For Related News and Information:
Top Stories:{TOP<GO>}
To contact the reporter on this story:
Bambang Djanuarto in Jakarta at
+62-21-2355-3022 or
bdjanuarto@bloomberg.net
To contact the editor responsible for this story:
Berni Moestafa at
+62-21-2355-3029 or
bmoestafa@bloomberg.net
19:30 TO THE INVESTMENT, ANALYST AND MEDIA COMMUNITY
We wish to advise that Bumi held its annual general meeting of shareholders on 27 Jun '11 at 10 am in Hotel Ritz Carlton, Kunningan , Jakarta.
A quorum of 89.76% of shareholders was reached. .
The AGM was followed by an Extra-ordinary general meeting of shareholders
The following resolutions were approved by shareholders in both the meetings:-
ANNUAL GENERAL MEETING OF SHAREHOLDERS
1) Approval of 2010 Annual Financials - the Income Statement and the Balance Sheet
2) Discharge of the Board of Directors and Commissioners in respect of 2010 financials
3) Approval to pay dividend in 2010 of Rp 41.78/ share representing 30% of net income of $311.2 million in FY 2010.
This amounts to a cash pay out of Rp 848 million on outstanding shares excluding treasury stock held by us of 473.2 million shares
The remaining Rp 1.98 trillion of net income is transferred to retained earnings..
4) Approval to appoint a public accountant for year ending 31 December 2011 audit for the company
EXTRA-ORDINARY GENERAL MEETING OF SHAREHOLDERS
1) New blanket approval to pledge assets to lenders (instead of usual annual renewals).
2) Approval to amend some relevant clauses in the Articles of Association.
Two prominent dailies tomorrow would be carrying the outcome of today's AGM and EGM.
Regards,
Dileep
15:15 rumours BUMI PLC WILL BE ACCEPTED LISTING ON FOOTSIE100; NO HANGOVER...BUY BUMI AND FRIENDS
15:00 Dow jones mau buat dow jones index buat indonesia... Pick nya asii.. Tlkm.. Bbca...bmri... Bbri... Unvr... Hmsp... Pgas...adro...untr... Ggrm... Bbni.. BUMI...
14:31 S+p + 3. Nasdaq + 5 dow + 25
14:27 S+p + 1.6
13:42 INILAH.COM, Jakarta - Pada tahun ini PT Modernland Tbk menargetkan sekitar Rp450 miliar dan sampai bulan Juni 2011 ini sudah mencapai sebesar Rp400 miliiar.
11:41 BUMI bagi deviden Rp 41,78/saham
11:05 Bumi AGM quorum today is 89.76%
10:39 oil 90.64
10:28 rumor: pipa gas PGAS tidak beroperasi dengan baik di jambi, para analis memprediksi pendapatan PGAS akan menyusut 7% ( sumber kontan mingguan hari ini)
10:19 reminder: hari ini RUPS BUMI jam 10
10:03 [Dow Jones] Citigroup is upbeat on Asian equities (ex-Japan) in 2H as it believes, "valuations are attractive, liquidity is plentiful and expectations are low." Asian equity strategist Markus Rosgen says he expects a 20%-25% upside from current levels to his year-end MSCI AC Asia ex-Japan index target of 695. "Given current sentiment, interest rates and valuations, we see risk as being more to the upside than to the downside, with the current summer weakness representing an attractive buying opportunity," he adds. The house's focus remains on large-caps offering value along with good price momentum and upward revisions to earnings. It notes earnings revisions for North Asia continue to be stronger than those for South Asia, and suggests investors remain overweight North Asia, cy
09:47 •ISAT akan jual 4000 Menara senilai US$500jt dananya untuk membayaR Hutang
•PGAS diminta pemerintah mengalokasikan deviden 60% dr Laba Bersih 2010, untk memenuhi target setoran deviden BUMN sebesar Rp25,7T
•WAPO mnyetujui Rencana Perseroan Untuk mendivestasi anak usaha PT Phonix Mas Persada, untk memperbaiki Kinerja keuangan kedepan
•Harga SUN diperkirakan Naik, dipicu tingginya laju inflasi
•TKIM cari pinjaman US$60jt untk mmbuat mesin kertas berkapasitan ribu 100ton pertahun
•PWON mrencanakan mengembangkan Proyek Terpadu Tunjungan Plaza 5 di suRabaya
•BTPN bayar bunga obligasi Rp24,85M
Tehnical
•GJTL posisi aligator dlm kradaan BuLish. Spec BUY target 3150-3200
•JPFA melanjutkan Tren Bullish buy Target 5000-5100 (ditambah co akan membagikan deviden 30jun)
•ASII menguji 62.150 buy on weakness
BWPT
BWPT Realisasikan Capex Rp350M
INILAH.COM, Jakarta - PT BW Plantation Tbk (BWPT) telah merealisasikan belanja modal 2011 sebesar Rp350 miiliar hingga Mei 2011.
Sekretaris Perusahaan PT BW Plantation Tbk (BWPT) Kelik Irwantono mengatakan, dana belanja modal telah digunakan untuk penambahan areal tertanam yang baru kurang lebih 4.000 hektar. Selain itu, belanja modal juga telah digunakan untuk pemeliharaan areal yang belum menghasilkan seluas 33 ribu hektar. "Realisasi belanja modal sudah sekitar Rp350 miliar," ujar Kelik, lewat pesan singkat yang diterima INILAH.COM, Minggu (26/6).
Perseroan menganggarkan belanja modal sebesar Rp550 miliar pada 2011. Dana belanja modal berasal dari kas internal, penerbitan obligasi, dan sisa hasil penawaran umum saham perdana. Belanja modal akan digunakan untuk penambahan lahan tertanam, perawatan lahan yang belum menghasilkan dan penambahan pabrik pengolahan kelapa sawit.
Seperti diketahui, perseroan mencatatkan kenaikan laba bersih sebesar Rp54,10 miliar pada kuartal pertama 2011 dibandingkan periode sama sebelumnya Rp32,19 miliar. Kenaikan laba bersih diikuti kenaikan pendapatan. Di mana perseroan mencatatkan pendapatan menjadi Rp172,54 miliar pada kuartal pertama 2011 dibandingkan periode sama sebelumnya Rp110,76 miliar.
Gas Negara Shareholders Approve 144.24 Rupiah a Share Dividend
2011-06-27 10:00:44.881 GMT
By Bambang Djanuarto
June 27 (Bloomberg) -- PT Perusahaan Gas Negara shareholders approved a final dividend of 144.24 rupiah a share, amounting to 60 percent of last year’s net income, President Director Hendi Prio Santoso said in Jakarta today.
Link to Company News:{PGAS IJ <Equity> CN <GO>}
For Related News and Information:
Top Stories:{TOP<GO>}
To contact the reporter on this story:
Bambang Djanuarto in Jakarta at
+62-21-2355-3022 or
bdjanuarto@bloomberg.net
To contact the editor responsible for this story:
Berni Moestafa at
+62-21-2355-3029 or
bmoestafa@bloomberg.net
19:30 TO THE INVESTMENT, ANALYST AND MEDIA COMMUNITY
We wish to advise that Bumi held its annual general meeting of shareholders on 27 Jun '11 at 10 am in Hotel Ritz Carlton, Kunningan , Jakarta.
A quorum of 89.76% of shareholders was reached. .
The AGM was followed by an Extra-ordinary general meeting of shareholders
The following resolutions were approved by shareholders in both the meetings:-
ANNUAL GENERAL MEETING OF SHAREHOLDERS
1) Approval of 2010 Annual Financials - the Income Statement and the Balance Sheet
2) Discharge of the Board of Directors and Commissioners in respect of 2010 financials
3) Approval to pay dividend in 2010 of Rp 41.78/ share representing 30% of net income of $311.2 million in FY 2010.
This amounts to a cash pay out of Rp 848 million on outstanding shares excluding treasury stock held by us of 473.2 million shares
The remaining Rp 1.98 trillion of net income is transferred to retained earnings..
4) Approval to appoint a public accountant for year ending 31 December 2011 audit for the company
EXTRA-ORDINARY GENERAL MEETING OF SHAREHOLDERS
1) New blanket approval to pledge assets to lenders (instead of usual annual renewals).
2) Approval to amend some relevant clauses in the Articles of Association.
Two prominent dailies tomorrow would be carrying the outcome of today's AGM and EGM.
Regards,
Dileep
15:15 rumours BUMI PLC WILL BE ACCEPTED LISTING ON FOOTSIE100; NO HANGOVER...BUY BUMI AND FRIENDS
15:00 Dow jones mau buat dow jones index buat indonesia... Pick nya asii.. Tlkm.. Bbca...bmri... Bbri... Unvr... Hmsp... Pgas...adro...untr... Ggrm... Bbni.. BUMI...
14:31 S+p + 3. Nasdaq + 5 dow + 25
14:27 S+p + 1.6
13:42 INILAH.COM, Jakarta - Pada tahun ini PT Modernland Tbk menargetkan sekitar Rp450 miliar dan sampai bulan Juni 2011 ini sudah mencapai sebesar Rp400 miliiar.
11:41 BUMI bagi deviden Rp 41,78/saham
11:05 Bumi AGM quorum today is 89.76%
10:39 oil 90.64
10:28 rumor: pipa gas PGAS tidak beroperasi dengan baik di jambi, para analis memprediksi pendapatan PGAS akan menyusut 7% ( sumber kontan mingguan hari ini)
10:19 reminder: hari ini RUPS BUMI jam 10
10:03 [Dow Jones] Citigroup is upbeat on Asian equities (ex-Japan) in 2H as it believes, "valuations are attractive, liquidity is plentiful and expectations are low." Asian equity strategist Markus Rosgen says he expects a 20%-25% upside from current levels to his year-end MSCI AC Asia ex-Japan index target of 695. "Given current sentiment, interest rates and valuations, we see risk as being more to the upside than to the downside, with the current summer weakness representing an attractive buying opportunity," he adds. The house's focus remains on large-caps offering value along with good price momentum and upward revisions to earnings. It notes earnings revisions for North Asia continue to be stronger than those for South Asia, and suggests investors remain overweight North Asia, cy
09:47 •ISAT akan jual 4000 Menara senilai US$500jt dananya untuk membayaR Hutang
•PGAS diminta pemerintah mengalokasikan deviden 60% dr Laba Bersih 2010, untk memenuhi target setoran deviden BUMN sebesar Rp25,7T
•WAPO mnyetujui Rencana Perseroan Untuk mendivestasi anak usaha PT Phonix Mas Persada, untk memperbaiki Kinerja keuangan kedepan
•Harga SUN diperkirakan Naik, dipicu tingginya laju inflasi
•TKIM cari pinjaman US$60jt untk mmbuat mesin kertas berkapasitan ribu 100ton pertahun
•PWON mrencanakan mengembangkan Proyek Terpadu Tunjungan Plaza 5 di suRabaya
•BTPN bayar bunga obligasi Rp24,85M
Tehnical
•GJTL posisi aligator dlm kradaan BuLish. Spec BUY target 3150-3200
•JPFA melanjutkan Tren Bullish buy Target 5000-5100 (ditambah co akan membagikan deviden 30jun)
•ASII menguji 62.150 buy on weakness
BWPT
BWPT Realisasikan Capex Rp350M
INILAH.COM, Jakarta - PT BW Plantation Tbk (BWPT) telah merealisasikan belanja modal 2011 sebesar Rp350 miiliar hingga Mei 2011.
Sekretaris Perusahaan PT BW Plantation Tbk (BWPT) Kelik Irwantono mengatakan, dana belanja modal telah digunakan untuk penambahan areal tertanam yang baru kurang lebih 4.000 hektar. Selain itu, belanja modal juga telah digunakan untuk pemeliharaan areal yang belum menghasilkan seluas 33 ribu hektar. "Realisasi belanja modal sudah sekitar Rp350 miliar," ujar Kelik, lewat pesan singkat yang diterima INILAH.COM, Minggu (26/6).
Perseroan menganggarkan belanja modal sebesar Rp550 miliar pada 2011. Dana belanja modal berasal dari kas internal, penerbitan obligasi, dan sisa hasil penawaran umum saham perdana. Belanja modal akan digunakan untuk penambahan lahan tertanam, perawatan lahan yang belum menghasilkan dan penambahan pabrik pengolahan kelapa sawit.
Seperti diketahui, perseroan mencatatkan kenaikan laba bersih sebesar Rp54,10 miliar pada kuartal pertama 2011 dibandingkan periode sama sebelumnya Rp32,19 miliar. Kenaikan laba bersih diikuti kenaikan pendapatan. Di mana perseroan mencatatkan pendapatan menjadi Rp172,54 miliar pada kuartal pertama 2011 dibandingkan periode sama sebelumnya Rp110,76 miliar.
Jumat, 24 Juni 2011
Update news and rumours Jum'at 24 Juni 2011
15:15 REMINDER::JAKARTA. PT Perusahaan Gas Negara Tbk (PGAS) menaikkan anggaran akuisisi
blok gas baru jadi US$ 350 juta. Sebelumnya perusahaan pelat merah tersebut
hanya menganggarkan sekitar US$ 250 juta untuk hajatan tersebut.
Kenaikan anggaran akuisisi ini menurut Direktur Utama PGAS Hendi Prio
Santoso dinilai wajar karena beberapa blok yang sedang diincar ternyata
nilainya lebih tinggi. "Yang jelas untuk akuisisi kita anggarkan US$ 350 juta,"
Selain itu, PGAS juga menyiapkan US$ 350 juta untuk dua proyek terminal
liquefied natural gas (LNG) miliknya di Teluk Jakarta, Jawa Barat dan di Medan
Belawan, Sumatra Utara.
14:36 REMINDER:::CS Indo Banks: Report- Buy BMRI, BBNI then BBRI, BTPN, Hold BBCA!
14:35 TP ICBP 6000 by KZ
14:18 KEDIRI, KOMPAS.com — Rapat umum pemegang saham perusahaan rokok PT Gudang Garam Tbk tahun buku 2010 sepakat membagikan dividen tunai sebesar
Rp 1.693.197.440.000, atau Rp 880 per lembar
13:59 Hang Seng 22,129.00 +369.88 1.70%
blok gas baru jadi US$ 350 juta. Sebelumnya perusahaan pelat merah tersebut
hanya menganggarkan sekitar US$ 250 juta untuk hajatan tersebut.
Kenaikan anggaran akuisisi ini menurut Direktur Utama PGAS Hendi Prio
Santoso dinilai wajar karena beberapa blok yang sedang diincar ternyata
nilainya lebih tinggi. "Yang jelas untuk akuisisi kita anggarkan US$ 350 juta,"
Selain itu, PGAS juga menyiapkan US$ 350 juta untuk dua proyek terminal
liquefied natural gas (LNG) miliknya di Teluk Jakarta, Jawa Barat dan di Medan
Belawan, Sumatra Utara.
14:36 REMINDER:::CS Indo Banks: Report- Buy BMRI, BBNI then BBRI, BTPN, Hold BBCA!
14:35 TP ICBP 6000 by KZ
14:18 KEDIRI, KOMPAS.com — Rapat umum pemegang saham perusahaan rokok PT Gudang Garam Tbk tahun buku 2010 sepakat membagikan dividen tunai sebesar
Rp 1.693.197.440.000, atau Rp 880 per lembar
13:59 Hang Seng 22,129.00 +369.88 1.70%
Berita Pagi Jum'at 24 Juni 2011
Stock Pick nya B7 : ENRG
215 adalah resist kuatnya, ada kemungkinan mundur dulu, atau hari ini akan di break Out...
Tetapi kalau di lihat chartsnya, dari semua saham B7, hanya ENRG lah yg masih bertahan pola uptrendnya,
Sehingga, pada akhirnya level 215 akan di lewati juga...(krn pola uptrend akan membentuk Higher Hi)
Happy Cuan,
Disclaimer On.
----------------------------------------------------------------------------
TRIM Desk: On the Menu ..
Beberapa catatan penting yang harus dicermati adalah, 1. dominasi sentimen regional, yang merupakan salah satu katalis penentu arah selanjutnya IHSG bergerak; 2. semakin sempit ruang bagi IHSG untuk melanjutkan rally penguatan, pasca kenaikan yang cukup fantastis di 2 hari sebelumnya; 3. terbentuknya signal bearish candle stick. Ketiga katalis negatif tersebut dikhawatirkan akan mematahkan trend-reversal yang telah terbentuk sejak awal pekan ini, apabila titik support 3.780 gagal menahan gempuran aksi jual yang diperkirakan akan mewarnai perdagangan di akhir pekan ini.
Untuk selanjutnya, diharapkan indikasi signal positif dari leading indicator yang tersisa dapat memberikan kesempatan bagi IHSG untuk bergerak positif menguji resistensi 3.840 sebelum serangkaian aksi profit taking mapun tekanan jual membawa IHSG merosot serta menguji support 3.790.
Stock Pick:
- BBCA: Dibutuhkan dorongan sentimen positif agar BBCA mampu melakukan penetrasi resistensi harga 7.500.
- GGRM: Waspadai potensi GGRM memasuki zona konsolidasi 46.800-47.200.
- HEXA: Dalam sisa ruang penguatan yang ada, diharapkan dapat memberikan peluang bagi HEXA kembali meng i resistensi harga 6.700.
- ISAT: Dengan memperketat stoploss harga 5.000, ISAT memiliki peluang untuk bergerak positif menembus resistensi 5.200.
- TINS: Kami perkirakan, pada perdagangan hari ini TINS akan mencoba bergerak dalam rentang harga 2.400-2.575.
- TLKM: Kami perkirakan TLKM pada perdagangan kali ini, mencoba bergerak dalam rentang harga 7.100-7.350.
----------------------------------------------------------------------------
FROM THE PRESS by CC
INITIAL ASSESMENT LPG
Initial assessment on non-subsidized LPG price increase on inflation
∙ The government reportedly plans to increase the price of 50kg non-subsidized LPG in July, followed by the 12kg later on. However, the plan is not yet finalized.
∙ The increase on 50kg LPG will mostly affect industries and the impact to consumers depends on the price pass through.
∙ However, the increase in 12kg LPG will directly impact consumer price inflation as it is consumed by households. Our estimate shows that every 10% increase on 12 kg LPG price will generate additional 0.06ppt inflation, assuming 70% of household consume subsidized LPG (3kg) and total LPG weight in CPI basket of 2.16%.
∙ Another unfavorable impact is that it could create a considerable large migration from non-subsidized LPG (12kg) to subsidized LPG (3kg). Thus, this will increase additional fiscal burden in form of higher subsidy cost.
∙ At this juncture, we maintain our inflation forecast at 5.7% in 2011.
SUBSIDIZED FUEL PRICE
Subsidized fuel price increase included in 2011 State Budget Revision
The government will discuss 2011 State Budget Revision (APBN-P 2011) on 4-26 July, focusing on the adjustment for fuel and electricity subsidy. That includes the scenario for subsidized price increase by Rp500-1,000/liter. Though budget deficit will rise from its initial 1.8% of GDP, the government pledged to keep it under 2%. On the other hand, PT Pertamina proposed that subsidized fuel quota to be raised by 2mn kl from its current quota of 38.6mn kl (Kontan, Bisnis Indonesia)
----------------------------------------------------------------------------
CMNP mengkaji opsi right issue (sumber bisnis indonesia)
----------------------------------------------------------------------------
Agenda 24 Juni 2011 Rups GGRM, RDTX, PSDN, INKP, TKIM, CNKO+vBMS, AMFG, ULTJ, BSIM, BRNA, Bukit Uluwatu, Equity Development, SKYB, BMSR , SMMA, PWON, META, ISAT, Bank Kesawan, CMPP, RICY, Panasia Indosyntex, fortune Indonesia, TMPI, AIMS, ENRG, Indonesia Prima, AMFG, Fortune Indonesia
Cum Reverse Stock Lpps 2:1 Cum Right BVIC 200:85, Cum Dev BYAN 80
----------------------------------------------------------------------------
Friday Early BIRD Edition (Edwin Sebayang-MNC Securites)..
Menjelang akan keluarnya Laporan Keuangan Semester 1/2011 diiringi berkurangnya ketidakpastian di Yunani, ES-MNC Securities menyarankan agar Investor MNC Securities utk melakukan akumulasi beli walaupun Bursa Indonesia mengalami lanjutan koreksi terbatas akibat turun tipisnya Dow Jones (-60 poin) dan turunnya harga minyak -3.71% dan emas -2% di akhir perdagangan Jumat (24/6) atas saham2 berfundamental bagus.
Adanya kesepakatan team Pemerintah Yunani dgn Inspektur EU & IMF utk menerapkan menaikkan tarif pajak dan memotong anggaran negara selama 5 tahun, akhirnya Wall Street ditutup beragam Kamis (23/6) dimana Indeks Nasdag Naik +0.66% sementara Dow Jones ditutup turun -0.50% walaupunÿ ES-MNC Securities mengamati selama sesi perdagangan sempat turun -230 poin setelah di-release nya data Klaim Pengangguran Mingguan yg diluar dugaan naik 9,000 unit mjd 429,000, jauh lebih tinggi dibandingkan minggu lalu 414,000 unit serta turunnya data Penjualan Rumah Baru bln Mei mjd 310,000 unit dari data April sebesar 323,000 unit, menyusul pernyataan melambatnya pertumbuhan ekonomi oleh The Fed.
Sementara, harga minyak mentah turun -3.71% setelah Pemerintah AS mengumumkan akan mengeluarkan 30 juta barrels ke pasar dari Cadangan Minyak Strategis sbg bagian dikeluarkannya 60 juta barrels per hari dari Agen Energi Internasional membuat harga minyak Sweet Crude turun mendekati USD 92/barrel.
Sementara harga emas turun -2% sbg dampak penguatan US Dollar atas major currencies.
DOW 12050 -0.49%
NAS 2686.75 +0.66%
S&P 1283.50 -0.28%
OIL 91.87 -3.71%
GOLD 1522.10 -2.01%
NICKEL. 22050. -045%
TIN.25200. -0.57 %
CPO.3154. -1.13 %
TLK.33.45 ( 7190)
IIT.30.29 (5210)
Fri IDX Range: 3795-3850
BUY: AKRA, UNTR, INDF, JSMR, ASII, PTBA, BBRI, BMRI, ITMG, ASII, TLKM, HRUM, BJBR, INTA, ASRI, INDY (ES-MNC Securities/Disclaimer On)
Tetapi kalau di lihat chartsnya, dari semua saham B7, hanya ENRG lah yg masih bertahan pola uptrendnya,
Sehingga, pada akhirnya level 215 akan di lewati juga...(krn pola uptrend akan membentuk Higher Hi)
Happy Cuan,
Disclaimer On.
----------------------------------------------------------------------------
TRIM Desk: On the Menu ..
Beberapa catatan penting yang harus dicermati adalah, 1. dominasi sentimen regional, yang merupakan salah satu katalis penentu arah selanjutnya IHSG bergerak; 2. semakin sempit ruang bagi IHSG untuk melanjutkan rally penguatan, pasca kenaikan yang cukup fantastis di 2 hari sebelumnya; 3. terbentuknya signal bearish candle stick. Ketiga katalis negatif tersebut dikhawatirkan akan mematahkan trend-reversal yang telah terbentuk sejak awal pekan ini, apabila titik support 3.780 gagal menahan gempuran aksi jual yang diperkirakan akan mewarnai perdagangan di akhir pekan ini.
Untuk selanjutnya, diharapkan indikasi signal positif dari leading indicator yang tersisa dapat memberikan kesempatan bagi IHSG untuk bergerak positif menguji resistensi 3.840 sebelum serangkaian aksi profit taking mapun tekanan jual membawa IHSG merosot serta menguji support 3.790.
Stock Pick:
- BBCA: Dibutuhkan dorongan sentimen positif agar BBCA mampu melakukan penetrasi resistensi harga 7.500.
- GGRM: Waspadai potensi GGRM memasuki zona konsolidasi 46.800-47.200.
- HEXA: Dalam sisa ruang penguatan yang ada, diharapkan dapat memberikan peluang bagi HEXA kembali meng i resistensi harga 6.700.
- ISAT: Dengan memperketat stoploss harga 5.000, ISAT memiliki peluang untuk bergerak positif menembus resistensi 5.200.
- TINS: Kami perkirakan, pada perdagangan hari ini TINS akan mencoba bergerak dalam rentang harga 2.400-2.575.
- TLKM: Kami perkirakan TLKM pada perdagangan kali ini, mencoba bergerak dalam rentang harga 7.100-7.350.
----------------------------------------------------------------------------
FROM THE PRESS by CC
INITIAL ASSESMENT LPG
Initial assessment on non-subsidized LPG price increase on inflation
∙ The government reportedly plans to increase the price of 50kg non-subsidized LPG in July, followed by the 12kg later on. However, the plan is not yet finalized.
∙ The increase on 50kg LPG will mostly affect industries and the impact to consumers depends on the price pass through.
∙ However, the increase in 12kg LPG will directly impact consumer price inflation as it is consumed by households. Our estimate shows that every 10% increase on 12 kg LPG price will generate additional 0.06ppt inflation, assuming 70% of household consume subsidized LPG (3kg) and total LPG weight in CPI basket of 2.16%.
∙ Another unfavorable impact is that it could create a considerable large migration from non-subsidized LPG (12kg) to subsidized LPG (3kg). Thus, this will increase additional fiscal burden in form of higher subsidy cost.
∙ At this juncture, we maintain our inflation forecast at 5.7% in 2011.
SUBSIDIZED FUEL PRICE
Subsidized fuel price increase included in 2011 State Budget Revision
The government will discuss 2011 State Budget Revision (APBN-P 2011) on 4-26 July, focusing on the adjustment for fuel and electricity subsidy. That includes the scenario for subsidized price increase by Rp500-1,000/liter. Though budget deficit will rise from its initial 1.8% of GDP, the government pledged to keep it under 2%. On the other hand, PT Pertamina proposed that subsidized fuel quota to be raised by 2mn kl from its current quota of 38.6mn kl (Kontan, Bisnis Indonesia)
----------------------------------------------------------------------------
CMNP mengkaji opsi right issue (sumber bisnis indonesia)
----------------------------------------------------------------------------
Agenda 24 Juni 2011 Rups GGRM, RDTX, PSDN, INKP, TKIM, CNKO+vBMS, AMFG, ULTJ, BSIM, BRNA, Bukit Uluwatu, Equity Development, SKYB, BMSR , SMMA, PWON, META, ISAT, Bank Kesawan, CMPP, RICY, Panasia Indosyntex, fortune Indonesia, TMPI, AIMS, ENRG, Indonesia Prima, AMFG, Fortune Indonesia
Cum Reverse Stock Lpps 2:1 Cum Right BVIC 200:85, Cum Dev BYAN 80
----------------------------------------------------------------------------
Friday Early BIRD Edition (Edwin Sebayang-MNC Securites)..
Menjelang akan keluarnya Laporan Keuangan Semester 1/2011 diiringi berkurangnya ketidakpastian di Yunani, ES-MNC Securities menyarankan agar Investor MNC Securities utk melakukan akumulasi beli walaupun Bursa Indonesia mengalami lanjutan koreksi terbatas akibat turun tipisnya Dow Jones (-60 poin) dan turunnya harga minyak -3.71% dan emas -2% di akhir perdagangan Jumat (24/6) atas saham2 berfundamental bagus.
Adanya kesepakatan team Pemerintah Yunani dgn Inspektur EU & IMF utk menerapkan menaikkan tarif pajak dan memotong anggaran negara selama 5 tahun, akhirnya Wall Street ditutup beragam Kamis (23/6) dimana Indeks Nasdag Naik +0.66% sementara Dow Jones ditutup turun -0.50% walaupunÿ ES-MNC Securities mengamati selama sesi perdagangan sempat turun -230 poin setelah di-release nya data Klaim Pengangguran Mingguan yg diluar dugaan naik 9,000 unit mjd 429,000, jauh lebih tinggi dibandingkan minggu lalu 414,000 unit serta turunnya data Penjualan Rumah Baru bln Mei mjd 310,000 unit dari data April sebesar 323,000 unit, menyusul pernyataan melambatnya pertumbuhan ekonomi oleh The Fed.
Sementara, harga minyak mentah turun -3.71% setelah Pemerintah AS mengumumkan akan mengeluarkan 30 juta barrels ke pasar dari Cadangan Minyak Strategis sbg bagian dikeluarkannya 60 juta barrels per hari dari Agen Energi Internasional membuat harga minyak Sweet Crude turun mendekati USD 92/barrel.
Sementara harga emas turun -2% sbg dampak penguatan US Dollar atas major currencies.
DOW 12050 -0.49%
NAS 2686.75 +0.66%
S&P 1283.50 -0.28%
OIL 91.87 -3.71%
GOLD 1522.10 -2.01%
NICKEL. 22050. -045%
TIN.25200. -0.57 %
CPO.3154. -1.13 %
TLK.33.45 ( 7190)
IIT.30.29 (5210)
Fri IDX Range: 3795-3850
BUY: AKRA, UNTR, INDF, JSMR, ASII, PTBA, BBRI, BMRI, ITMG, ASII, TLKM, HRUM, BJBR, INTA, ASRI, INDY (ES-MNC Securities/Disclaimer On)
Kamis, 23 Juni 2011
Update news and rumours Kamis 23 Juni 2011
15:01 European stocks declined after Federal Reserve Chairman Ben S. Bernanke cut the central bank’s growth forecast for the world’s largest economy and didn’t signal further stimulus. U.S. futures and Asian shares dropped.
14:18 Remainder
(T) ENRG : memasuki proses berikutnya.250-280, sebelum 470
13:52 Federal Reserve Chairman Ben S. Bernanke left the door open to a fresh shot of monetary stimulus should the economic rebound he’s predicting fail to materialize.
The Fed would be “prepared to take additional action, obviously, if conditions warranted,” including the purchase of more Treasury securities, Bernanke said yesterday after U.S. central bankers met in Washington.
13:34 Dividen tins rp.94,17 dpr 50% laba bersih 2010 rp.947 milliar
13:12 BUMI
(YU) "On the right track" OUTPERFORM ;Maintained; Bumi Resources RP3,100;Target: Rp4,000
• In line; maintain Outperform. 1Q11 reported profit of US$112m (down 19% yoy
due to a low effective tax rate in 1Q10) accounted for 20% of our FY11 forecast and
23% of consensus. While 1Q11 operating profit of US$219m (+44% yoy, -15% qoq)
represented 16% of our forecast and 18% of consensus estimate, volume and ASP
met expectations, offering comfort that earnings expectations for the year can be
met.
Hence, no change to our earnings forecasts. Bumi reiterated its plan to prepay
the first tranche of its CIC loan in Oct 11, implying it continues to de-leverage
despite perceived uncertainties surrounding Vallar’s latest plan to transfer a 75%
stake in BRMS in exchange for US$2.07bn CB. Following its recent price correction,
Bumi trades at 12.4x forward P/E with potential upside from earnings strength and
further de-leveraging.
Our price target remains NAV-based, at Rp4k.
11:51 RUPST CMNP: Berdasarkan RUPST, PT Citra Marga Nusaphala Persada Tbk (CMNP) Kamis, 23 Juni hanya membagikan 5% (Rp 14,9 miliar) dari Laba Bersih tahun 2010 atau hanya sekitar Rp 7,45/lembar saham
11:50 27 Juni 2011 Rups Akhir Penawaran Tender Offer DYNA (4500), Rups BUMI, SONA, PGAS, RODA, Modern land Realty, Yule, Mami, TMPI, HD Finance, LPPS, TIFICO Fiber, BBNP, CTBN, mulai buy back TLKM
Cum Dev UNVR 344, Cum dev LTLS 34, Cum Dev KLBF 70, Cum Dev BISI 10, Cum Dev GZCO 9,6, Cum Dev KRAS 6, Cum dev SCMA 35, Cum Dev SCMA 225, Cum Dev Tembaga Mulia Semanan 100
10:50 INDONESIAN GOEVRNMENT MAY SELL 40% OF KAEF TO A SINGLE STRATEGIC PARTNER; LOCAL COMPANIES AND INTERNATIONAL COMPANIES HAVE FILED BIDS; OFFER PRICE RANGE IN 260-330 OR PBV RATIO OF 1.3X-1.6X PBV VS KLBF OF 5.6X
10:02 asing nett buy 242 bio
09:56 REMINDER::: JAKARTA. PT AKR Corporindo (AKRA) berencana mengakuisisi tambang batubara
di Kalimantan Tengah, Indonesia tahun ini. Menurut Direktur AKRA V Suresh,
untuk aksi korporasi tersebut, perusahaan akan menggelontorkan dana mencapai Rp
700 miliar.
Menurut Suresh, AKRA yang merupakan perusahaan distributor minyak dan
bahan kimia itu, saat ini tengah mencari tambang yang dapat memproduksi
batubara dengan kandungan nilai kalori mencapai 5.600 hingga 6.200 kilokalori
per kilogram.
09:55 JP morgan
Sales call: buy Energi Mega Persada (ENRG) – JPM Korea shipbuilding analyst thinks that Japan quake and Shell’s FLNG decision in May has accelerated many FLNG projects in Asia and Latin America. There are 27 projects in pipelines with FLNG concept. INPEX and Petronas projects are already open since the end of last year and yards are expecting results within 2011. Also, we expect Petrobras will open its FLNG tender soon, earlier than expectation with estimated size of $2~3bn. JPM oil analyst Brynjar E Bustnes provided us with the page below on FLNG project status update.
My take – a new strategic partner in Energi’s Masela project can help unlock the true value of this big Indonesian gas reserves. There is decent chance that the project can be bigger than initial design, and implementation can be quicker, if Shell were to come into the picture.
-------------------------------------------------------------------------------
BRAU
'Berau Energy is targeting EBITDA 2011 grew 60-70% yoy'
Berau Energy (BRAU) has budgeted capex of US$126mn this year to expand their coal production up to 20Mt up by 18%yoy. BRAU aims 30Mt coal production by 2014. BRAU is targeting its FY11F EBITDA to increase by 60-70% yoy to US$560-595mn. (Bisnis Indonesia)
OIL LIFTING
'Oil lifting has only reached 906,000bpd'
A team under the Ministry of Energy and Mineral Resources, Supervision Team for Increasing Oil and Gas Production (TP3M), mentioned that Indonesian oil lifting has only reached 906,000 barel/day as of June 20
th 2011. The figure is still below 2011 target which is 970,000 barel/day. (Investor Daily)
AGRO & BBRI
Bank Agro held tender offer for 4.6% of its share ownership while BRI absorbs 3% of it.
After acquired by Bank BRI, Bank Agro held tender offer of 342.0 mn Bank Agro shares is equal to 4.6% of divested ownership. While Bank BRI absorbs 3.0% of it.
The tender offer process has been completed by the end of May11 at Rp182/share or 67.0% higher than acquisition cost by Bank BRI which was Rp109/share.
Previously, BRI has acquired 88.7% ownership of Bank Agro, translated into Rp33.0bn
CAR SALES
Chairman of Gaikindo expect in June 11 car sales volume around 65,000 unit
According to Bisnis Indonesia, Chairman of Gaikindo Johnny Darmawan expect June 11 car sales volume around 65,000 until 70,000unit.
Comment: If his expectation is correct, then there is only slightly decrease from June10. car sales in June10 was around 70,386 units.
14:18 Remainder
(T) ENRG : memasuki proses berikutnya.250-280, sebelum 470
13:52 Federal Reserve Chairman Ben S. Bernanke left the door open to a fresh shot of monetary stimulus should the economic rebound he’s predicting fail to materialize.
The Fed would be “prepared to take additional action, obviously, if conditions warranted,” including the purchase of more Treasury securities, Bernanke said yesterday after U.S. central bankers met in Washington.
13:34 Dividen tins rp.94,17 dpr 50% laba bersih 2010 rp.947 milliar
13:12 BUMI
(YU) "On the right track" OUTPERFORM ;Maintained; Bumi Resources RP3,100;Target: Rp4,000
• In line; maintain Outperform. 1Q11 reported profit of US$112m (down 19% yoy
due to a low effective tax rate in 1Q10) accounted for 20% of our FY11 forecast and
23% of consensus. While 1Q11 operating profit of US$219m (+44% yoy, -15% qoq)
represented 16% of our forecast and 18% of consensus estimate, volume and ASP
met expectations, offering comfort that earnings expectations for the year can be
met.
Hence, no change to our earnings forecasts. Bumi reiterated its plan to prepay
the first tranche of its CIC loan in Oct 11, implying it continues to de-leverage
despite perceived uncertainties surrounding Vallar’s latest plan to transfer a 75%
stake in BRMS in exchange for US$2.07bn CB. Following its recent price correction,
Bumi trades at 12.4x forward P/E with potential upside from earnings strength and
further de-leveraging.
Our price target remains NAV-based, at Rp4k.
11:51 RUPST CMNP: Berdasarkan RUPST, PT Citra Marga Nusaphala Persada Tbk (CMNP) Kamis, 23 Juni hanya membagikan 5% (Rp 14,9 miliar) dari Laba Bersih tahun 2010 atau hanya sekitar Rp 7,45/lembar saham
11:50 27 Juni 2011 Rups Akhir Penawaran Tender Offer DYNA (4500), Rups BUMI, SONA, PGAS, RODA, Modern land Realty, Yule, Mami, TMPI, HD Finance, LPPS, TIFICO Fiber, BBNP, CTBN, mulai buy back TLKM
Cum Dev UNVR 344, Cum dev LTLS 34, Cum Dev KLBF 70, Cum Dev BISI 10, Cum Dev GZCO 9,6, Cum Dev KRAS 6, Cum dev SCMA 35, Cum Dev SCMA 225, Cum Dev Tembaga Mulia Semanan 100
10:50 INDONESIAN GOEVRNMENT MAY SELL 40% OF KAEF TO A SINGLE STRATEGIC PARTNER; LOCAL COMPANIES AND INTERNATIONAL COMPANIES HAVE FILED BIDS; OFFER PRICE RANGE IN 260-330 OR PBV RATIO OF 1.3X-1.6X PBV VS KLBF OF 5.6X
10:02 asing nett buy 242 bio
09:56 REMINDER::: JAKARTA. PT AKR Corporindo (AKRA) berencana mengakuisisi tambang batubara
di Kalimantan Tengah, Indonesia tahun ini. Menurut Direktur AKRA V Suresh,
untuk aksi korporasi tersebut, perusahaan akan menggelontorkan dana mencapai Rp
700 miliar.
Menurut Suresh, AKRA yang merupakan perusahaan distributor minyak dan
bahan kimia itu, saat ini tengah mencari tambang yang dapat memproduksi
batubara dengan kandungan nilai kalori mencapai 5.600 hingga 6.200 kilokalori
per kilogram.
09:55 JP morgan
Sales call: buy Energi Mega Persada (ENRG) – JPM Korea shipbuilding analyst thinks that Japan quake and Shell’s FLNG decision in May has accelerated many FLNG projects in Asia and Latin America. There are 27 projects in pipelines with FLNG concept. INPEX and Petronas projects are already open since the end of last year and yards are expecting results within 2011. Also, we expect Petrobras will open its FLNG tender soon, earlier than expectation with estimated size of $2~3bn. JPM oil analyst Brynjar E Bustnes provided us with the page below on FLNG project status update.
My take – a new strategic partner in Energi’s Masela project can help unlock the true value of this big Indonesian gas reserves. There is decent chance that the project can be bigger than initial design, and implementation can be quicker, if Shell were to come into the picture.
-------------------------------------------------------------------------------
BRAU
'Berau Energy is targeting EBITDA 2011 grew 60-70% yoy'
Berau Energy (BRAU) has budgeted capex of US$126mn this year to expand their coal production up to 20Mt up by 18%yoy. BRAU aims 30Mt coal production by 2014. BRAU is targeting its FY11F EBITDA to increase by 60-70% yoy to US$560-595mn. (Bisnis Indonesia)
OIL LIFTING
'Oil lifting has only reached 906,000bpd'
A team under the Ministry of Energy and Mineral Resources, Supervision Team for Increasing Oil and Gas Production (TP3M), mentioned that Indonesian oil lifting has only reached 906,000 barel/day as of June 20
th 2011. The figure is still below 2011 target which is 970,000 barel/day. (Investor Daily)
AGRO & BBRI
Bank Agro held tender offer for 4.6% of its share ownership while BRI absorbs 3% of it.
After acquired by Bank BRI, Bank Agro held tender offer of 342.0 mn Bank Agro shares is equal to 4.6% of divested ownership. While Bank BRI absorbs 3.0% of it.
The tender offer process has been completed by the end of May11 at Rp182/share or 67.0% higher than acquisition cost by Bank BRI which was Rp109/share.
Previously, BRI has acquired 88.7% ownership of Bank Agro, translated into Rp33.0bn
CAR SALES
Chairman of Gaikindo expect in June 11 car sales volume around 65,000 unit
According to Bisnis Indonesia, Chairman of Gaikindo Johnny Darmawan expect June 11 car sales volume around 65,000 until 70,000unit.
Comment: If his expectation is correct, then there is only slightly decrease from June10. car sales in June10 was around 70,386 units.
Berita Pagi Kamis 23 Juni 2011
08:54 ada gempa di jepang 6.7 skala richter di pulau iwata, berpotensi tsunami
--------------------------------------------------------------------------
PERSONAL VIEW 23.06.11
Rekomendasi bagi para 'trader sejati' untuk berhati2 dengan semakin sempitnya ruang gerak saham, berbeda dengan visi investor asing & pemain konservatif yg sejak minggu lalu sudah sibuk mengakumulasikan saham2 blue chip terutama BUMN, trigger fundamental & fluktuasi yg tenang serta kobaik aksi membagi2kan dividen dibulan Juli mampu menjadi daya tarik positif.
Seperti biasanya, saham berbasis sektor Mining (PTBA, HRUM, PGAS, ANTM), Manufactur(ASII, GJTL, MASA),Financial(BMRI; BBRI; BBCA) & Infrastruktur(TLKM, JSMR, SMGR) yg akan menjadi tulang punggung transaksi saham. Pilihan saham spekulasi hari ini masih didominasi oleh group konglomerat Bakrie(BUMI, BNBR,BRAU,ENRG) & MNC(BHIT;CMNP). Saham Property (ASRI, BSDE), consumer goods (INDF, GGRM,JPFA,CPIN).
JCI for today :
Support: 3775 ; 3795
Resistance: 3856 ; 3875
USD/IDR: 8580-8605
"Selamat berkarya & berinvestasi..."
(Source: CNBC, BLOOMBERG, Kontan & BI)
----------------------------------------------------------------------------------------------
Thursday Early BIRD Edition (Edwin Sebayang-MNC Securites)..
Aksi profit taking yg melanda Dow Jones -0.66% setelah naik 4 hari berturut-turut mjd faktor penghambat penguatan Bursa Indonesia hari ini ditengah naiknya harga minyak (+1.32%), emas (+0.45%) dan nikel (+1.14%)
Setelah Dow naik 4 hari berturut-turut sebesar 293 poin, akhirnya dlm perdagangan Rabu (22/6) Dow diwarnai minor profit taking sebesar -80 poin setelah Chairman The Fed mengatakan terjadi perlambatan perbaikan ekonomi dari yg diharapkan, tetapi Bernanke tidak memberikan keterangan lanjut mengenai kelanjutan paket stimulus baru.
Sementara itu, Rapat Dewan Gubernur The Fed men-downgraded proyeksi pertumbuhan ekonomi AS sebesar -0.5% dimana tahun 2011 ekonomi AS akan tumbuh hanya 2.7%-2.9% dari sebelumnya sekitar 3.1%-3.3%akibat
Cia Yoo: akibat melemah tingkat konsumsi sbg dampak naiknya harag BBM dan Tingkat Pengangguran diperkirakan akan mencapai 8.7% pd thn 2011 dan akan sedikit naik sampai tahun 2013, begitu halnya ada sedikit kenaikan inflasi yg diperkirakan mencapai 2.3%
-2.5% pd thn 2011 sdgkan Core inflation (mengeluarkan variable energi dan makanan) thn 2011 diperkirakan mencapai 1.5%-1.8%.
Faktor negatif lainnya adlh menurut Asosiasi Bank KPR, Aplikasi KPR Mingguan turun sepanjang pekan lalu ketika permintaan pendanaan turun dan suku bunga meningkat.
Harga minyak mentah terus mengalami kenaikan mendekati USD 96/barrel, setelah supply minyak mentah turun 1.7 juta barrel selama minggu lalu.
DOW 12109.67 -0.66%
NAS 2669.19 -0.67%
S&P 1287.14 -0.65%
OIL 95.41 +1.32%
GOLD 1553.40 +0.45%
NICKEL. 22150. +1.14%
TIN.25345. -0.41%
CPO.3190. -1.54%
TLK.33.2 (7130 )
IIT.29.9 (5135 )
Thu IDX Range: 3800-3850
BOW: AKRA, ASII, PTBA, BBRI, BMRI, ITMG, UNTR, ASII, TLKM, HRUM, BJBR, INTA, ASRI, INDF, INDY (ES-MNC Securities/Disclaimer On)
----------------------------------------------------------------------------
TO OUR VALUED INVESTMENT FRATERNITY
Attached is a Media Release on the Q1'11
financials of PT Bumi Resources Tbk. for your information.
There has been a change in reporting as 3 new PSAK's as per Indonesian GAAP and 2 new management policies have been implemented on 1 January 2011.
Your attention is drawn to the enclosures which describe the changes, their impact on the books of Q1'10 and a comparison of old and new GAAP of Q1'11 vs Q1'10 numbers
for benefit of stakeholders.
A gain of $ 36m was reversed in Q1'11 as we terminated the stake sale in Gallo Oil because of the instability in Yemen; otherwise, the net income would be higher.
Operationally, the Q1'11 performance has been sound in spite of wet weather. Sales of 14 tons were achieved at a record - breaking price of $ 87.6/ton. (vs $ 62.75/ton in Q1'10). This is 39.6% higher yoy. We expect to exceed sales of 15m tons in Q2'11 at forecast $ 90/ton. For the present, we retain guidance of 66m tons in FY2011 but raise our full year average price guidance to $ 90/ton fob (from earlier $ 77/ton). Bumi expects to deleverage by a further $800 m over 2011 and targets to prepay CIC's tranche I of $ 600m, in Oct'11, (2 years early). Regards, Dileep SrivastavaDirector & Corporate Secretary
--------------------------------------------------------------------------
PERSONAL VIEW 23.06.11
Rekomendasi bagi para 'trader sejati' untuk berhati2 dengan semakin sempitnya ruang gerak saham, berbeda dengan visi investor asing & pemain konservatif yg sejak minggu lalu sudah sibuk mengakumulasikan saham2 blue chip terutama BUMN, trigger fundamental & fluktuasi yg tenang serta kobaik aksi membagi2kan dividen dibulan Juli mampu menjadi daya tarik positif.
Seperti biasanya, saham berbasis sektor Mining (PTBA, HRUM, PGAS, ANTM), Manufactur(ASII, GJTL, MASA),Financial(BMRI; BBRI; BBCA) & Infrastruktur(TLKM, JSMR, SMGR) yg akan menjadi tulang punggung transaksi saham. Pilihan saham spekulasi hari ini masih didominasi oleh group konglomerat Bakrie(BUMI, BNBR,BRAU,ENRG) & MNC(BHIT;CMNP). Saham Property (ASRI, BSDE), consumer goods (INDF, GGRM,JPFA,CPIN).
JCI for today :
Support: 3775 ; 3795
Resistance: 3856 ; 3875
USD/IDR: 8580-8605
"Selamat berkarya & berinvestasi..."
(Source: CNBC, BLOOMBERG, Kontan & BI)
----------------------------------------------------------------------------------------------
Thursday Early BIRD Edition (Edwin Sebayang-MNC Securites)..
Aksi profit taking yg melanda Dow Jones -0.66% setelah naik 4 hari berturut-turut mjd faktor penghambat penguatan Bursa Indonesia hari ini ditengah naiknya harga minyak (+1.32%), emas (+0.45%) dan nikel (+1.14%)
Setelah Dow naik 4 hari berturut-turut sebesar 293 poin, akhirnya dlm perdagangan Rabu (22/6) Dow diwarnai minor profit taking sebesar -80 poin setelah Chairman The Fed mengatakan terjadi perlambatan perbaikan ekonomi dari yg diharapkan, tetapi Bernanke tidak memberikan keterangan lanjut mengenai kelanjutan paket stimulus baru.
Sementara itu, Rapat Dewan Gubernur The Fed men-downgraded proyeksi pertumbuhan ekonomi AS sebesar -0.5% dimana tahun 2011 ekonomi AS akan tumbuh hanya 2.7%-2.9% dari sebelumnya sekitar 3.1%-3.3%akibat
Cia Yoo: akibat melemah tingkat konsumsi sbg dampak naiknya harag BBM dan Tingkat Pengangguran diperkirakan akan mencapai 8.7% pd thn 2011 dan akan sedikit naik sampai tahun 2013, begitu halnya ada sedikit kenaikan inflasi yg diperkirakan mencapai 2.3%
-2.5% pd thn 2011 sdgkan Core inflation (mengeluarkan variable energi dan makanan) thn 2011 diperkirakan mencapai 1.5%-1.8%.
Faktor negatif lainnya adlh menurut Asosiasi Bank KPR, Aplikasi KPR Mingguan turun sepanjang pekan lalu ketika permintaan pendanaan turun dan suku bunga meningkat.
Harga minyak mentah terus mengalami kenaikan mendekati USD 96/barrel, setelah supply minyak mentah turun 1.7 juta barrel selama minggu lalu.
DOW 12109.67 -0.66%
NAS 2669.19 -0.67%
S&P 1287.14 -0.65%
OIL 95.41 +1.32%
GOLD 1553.40 +0.45%
NICKEL. 22150. +1.14%
TIN.25345. -0.41%
CPO.3190. -1.54%
TLK.33.2 (7130 )
IIT.29.9 (5135 )
Thu IDX Range: 3800-3850
BOW: AKRA, ASII, PTBA, BBRI, BMRI, ITMG, UNTR, ASII, TLKM, HRUM, BJBR, INTA, ASRI, INDF, INDY (ES-MNC Securities/Disclaimer On)
----------------------------------------------------------------------------
TO OUR VALUED INVESTMENT FRATERNITY
Attached is a Media Release on the Q1'11
financials of PT Bumi Resources Tbk. for your information.
There has been a change in reporting as 3 new PSAK's as per Indonesian GAAP and 2 new management policies have been implemented on 1 January 2011.
Your attention is drawn to the enclosures which describe the changes, their impact on the books of Q1'10 and a comparison of old and new GAAP of Q1'11 vs Q1'10 numbers
for benefit of stakeholders.
A gain of $ 36m was reversed in Q1'11 as we terminated the stake sale in Gallo Oil because of the instability in Yemen; otherwise, the net income would be higher.
Operationally, the Q1'11 performance has been sound in spite of wet weather. Sales of 14 tons were achieved at a record - breaking price of $ 87.6/ton. (vs $ 62.75/ton in Q1'10). This is 39.6% higher yoy. We expect to exceed sales of 15m tons in Q2'11 at forecast $ 90/ton. For the present, we retain guidance of 66m tons in FY2011 but raise our full year average price guidance to $ 90/ton fob (from earlier $ 77/ton). Bumi expects to deleverage by a further $800 m over 2011 and targets to prepay CIC's tranche I of $ 600m, in Oct'11, (2 years early). Regards, Dileep SrivastavaDirector & Corporate Secretary
Rabu, 22 Juni 2011
Update news and rumours Rabu 22 Juni 2011
19: 41 ELTY News: PT Bakrieland Development, Indonesia’s second-biggest property developer by assets, said its partner Dubai World may pull out of a real estate project in Jakarta and expects a decision within three months. Limitless LLC, a property developer owned by Dubai World, agreed in September 2008 to invest in the project, valued at $1.7 billion at the time, and has delayed its investment following the global credit crisis, Bakrieland’s Chief Executive Officer Hiramsyah Sambudhy Thaib said as quoted by Bloomberg today.
15:52 Hari ini listing, main exchange london. ticker VLRS.LN
15:38 Bloomberg News reported that Nathaniel Rothschild & Tony Hayward have set up a new company, Vallares, ...which will be used to acquire oil and gas companies. This news should drive more ENRG
15:31 rumors mengatakan enrg akan disuntik ke vallares
15:11 Bloomberg: Bumi Resources’ First-Quarter Net Income Falls to $112 Million
Last message received on 6/22 at 1:59 PM
valsa adistri: JAKARTA. PT Berau Coal Energy Tbk (BRAU) akan membagikan dividen total senilai Rp 123,9 miliar. Itu artinya pemegang saham berhak mendapatkan Rp 3,55 per saham.
Jumlah dividen ini setara 20% dari laba bersih tahun buku 2010.
Sisa perolehan laba sekitar Rp 34,9 miliar akan digunakan sebagai dana cadangan. Sedangkan, sekitar 2,5% dari laba 2010 juga dialokasikan sebagai interm atau bonus kepada jajaran manajemen BRAU. Adapun, 21,87% lagi sebagai remunerasi dan modal perseroan.
13:53 BKSL Raih Tender Grup Bakrie Garap Jonggol
Grup Bakrie pada tahun ini melakukan kerjasama dengan PT Sentul City Tbk (BKSL) untuk menggarap properti di Bukit Jonggol Asri.
Rugi, Bukit Sentul tak bagi Dividen
PT Bukit Sentul Tbk (BKSL) tidak membagikan dividen tahun ini karena mengalami kerugian di 2010.
13:50 Harga Elpiji 50 Kg Naik Juli, 12 Kg Menyusul
Kenaikan harga elpiji 50 kg dijadwalkan akan berlaku akhir Juni 2011 sementara elpiji 12 kg akan menyusul setelahnya.
11:08 Reminder :: Besok tgl 23 Juni 2011 Cum stock split AUTO 5:1
11:06 By Berni Moestafa
June 22 (Bloomberg) -- PT Bumi Resources gained, providing
the biggest boost to the Jakarta Mining Index, after Bisnis
Indonesia reported the coal producer and its units obtained $200
million of loans from UBS AG to help fund expansion
10:41 REMINDER:Medco in Talks With Exxon Mobil Unit on Possible Gas Supply
2011-06-21 03:51:29.200 GMT
By Bambang Djanuarto
June 21 (Bloomberg) -- PT Medco Energi Internasional is in
talks with Exxon Mobil Corp.’s Indonesian unit to supply gas
from its Block-A natural-gas block to Exxon’s Arun liquefied
natural gas plant, Medco Internasional Finance Director
Syamsurizal Munaf told reporters in Jakarta today.
Medco plans to spend $500 million on captial expenditure
through 2013, Munaf said. Oil production for the year to date
has averaged 29,940 barrels per day, he said.
REMINDER::: RUPS BUMI tgl 27 Juni 2011
Berita pagi Rabu 22 Juni 2011
DBS Inst Sales " JSX would likely to move in the up trend in the rest of this week. The technical rebound of most blue chip stocks might enable it.
But this week rally might be considered as the opportunity to take the profit on several counters as next week there would be another uncertainties that come from end of QE2 programs and the impact of budget cut in European countries to the economy growth.
If there are another pull back next week, we might consider it as the opportunity to buy back the stocks as there would be greater possibility for JSX to have the rallies on first 2-3 weeks of July (3900-4000 ??)
The U.S earning season, at least, would help the U.S market to not slide on the first half of July (either it consolidate or make the rallies). It would help JSX to make the rallies.
But after the sentiment form the earning season starting to end, the last week of July there might be another negative catalist that should be factored by the global equities: U.S budget cut and increasing debt without increasing interest rate.
The plan of U.S gov to increase their debt need the budget cut as its primary requirement. It might create another growth slow down. In the other side the plan to increase the debt without increasing the interest rate might keep USD lower, it could push the oil price to increase as the there might be excessive 'hedging' activities.
After those above factors are priced in the next lower index level might help more solid rally on JSX to factor good companies performances and prospect. The solid 4000s level on JSX might be achieved on Q4."
---------------------------------------------------------------------------
Wednesday Early BIRD Edition (Edwin Sebayang-MNC Securites)..
BUY..BUY..BUY...itu adlh kalimat pertama saya dlm edisi Early BIRD pagi ini setelah Pemerintah Yunani baru saja memenangkan voting Mosi Percaya utk menghindari default shg ini mjd faktor positif pendorong Bursa Indonesia kembali menguat dlm perdagangan Rabu (22/6) & akan dgn mudah melewati level 3800 kembali , serta didorong penguatan Dow Jones 4 hari berturut-turut +293 poin, diikuti turunnya CBOE Volatility Index (Indeks Ketakutan Investor) sebesar -7% serta didorong naiknya harga oil (+0.2%), gold (+0.33%), tin (+2.62%) dan nickel (+0.92%).
Wall Street kembali NAIK dlm perdagangan Selasa (21/6) dimana Indeks Dow Jones naik +0.91%, shg selama 4 hari berturut-turut Dow naik +293 poin, setelah data penjualan Existing Home turun mjd 4.81 juta, atau lebih kecil dari perkiraan awal 4.88 juta, dan semakin jauh lebih kecil dari periode sebelumnya 5.05 juta diikuti kembali turunnya The CBOE Volatility Index (VIX), diperdagangkan dibawah level 19, jauh dibawah level tahun 2008 yang mencapai 30 s/d 40, ditengah ekspektasi Yunani bisa terhindar dari default sampai tgl 3 Juli sebelum dikucurkannya dana talangan Euro 120 milar.
DOW 12190.01 +0.91%
NAS 2687.26 +2.19%
S&P 1295.52 +1.34%
OIL 93.80 +0.18%
GOLD 1547.10 +0.33%
NICKEL. 21900. +0.92%
TIN.25450. +2.62%
CPO.3240. +1.09%
TLK 33.01 (7095 )
IIT.29.97 (5150)
Wed IDX Range: 3775-3815
BUY: ASII, PTBA, BBRI, BMRI, ITMG, UNTR, ASII, TLKM, HRUM, AKRA, BJBR, INTA, ASRI, INDF, INDY (ES-MNC Securities/Disclaimer On)
But this week rally might be considered as the opportunity to take the profit on several counters as next week there would be another uncertainties that come from end of QE2 programs and the impact of budget cut in European countries to the economy growth.
If there are another pull back next week, we might consider it as the opportunity to buy back the stocks as there would be greater possibility for JSX to have the rallies on first 2-3 weeks of July (3900-4000 ??)
The U.S earning season, at least, would help the U.S market to not slide on the first half of July (either it consolidate or make the rallies). It would help JSX to make the rallies.
But after the sentiment form the earning season starting to end, the last week of July there might be another negative catalist that should be factored by the global equities: U.S budget cut and increasing debt without increasing interest rate.
The plan of U.S gov to increase their debt need the budget cut as its primary requirement. It might create another growth slow down. In the other side the plan to increase the debt without increasing the interest rate might keep USD lower, it could push the oil price to increase as the there might be excessive 'hedging' activities.
After those above factors are priced in the next lower index level might help more solid rally on JSX to factor good companies performances and prospect. The solid 4000s level on JSX might be achieved on Q4."
---------------------------------------------------------------------------
Wednesday Early BIRD Edition (Edwin Sebayang-MNC Securites)..
BUY..BUY..BUY...itu adlh kalimat pertama saya dlm edisi Early BIRD pagi ini setelah Pemerintah Yunani baru saja memenangkan voting Mosi Percaya utk menghindari default shg ini mjd faktor positif pendorong Bursa Indonesia kembali menguat dlm perdagangan Rabu (22/6) & akan dgn mudah melewati level 3800 kembali , serta didorong penguatan Dow Jones 4 hari berturut-turut +293 poin, diikuti turunnya CBOE Volatility Index (Indeks Ketakutan Investor) sebesar -7% serta didorong naiknya harga oil (+0.2%), gold (+0.33%), tin (+2.62%) dan nickel (+0.92%).
Wall Street kembali NAIK dlm perdagangan Selasa (21/6) dimana Indeks Dow Jones naik +0.91%, shg selama 4 hari berturut-turut Dow naik +293 poin, setelah data penjualan Existing Home turun mjd 4.81 juta, atau lebih kecil dari perkiraan awal 4.88 juta, dan semakin jauh lebih kecil dari periode sebelumnya 5.05 juta diikuti kembali turunnya The CBOE Volatility Index (VIX), diperdagangkan dibawah level 19, jauh dibawah level tahun 2008 yang mencapai 30 s/d 40, ditengah ekspektasi Yunani bisa terhindar dari default sampai tgl 3 Juli sebelum dikucurkannya dana talangan Euro 120 milar.
DOW 12190.01 +0.91%
NAS 2687.26 +2.19%
S&P 1295.52 +1.34%
OIL 93.80 +0.18%
GOLD 1547.10 +0.33%
NICKEL. 21900. +0.92%
TIN.25450. +2.62%
CPO.3240. +1.09%
TLK 33.01 (7095 )
IIT.29.97 (5150)
Wed IDX Range: 3775-3815
BUY: ASII, PTBA, BBRI, BMRI, ITMG, UNTR, ASII, TLKM, HRUM, AKRA, BJBR, INTA, ASRI, INDF, INDY (ES-MNC Securities/Disclaimer On)
Selasa, 21 Juni 2011
update rumours and news Selasa 21 Juni 2011
15:01 BUMI ANALYST MEETING-21 juni 2011.. - Lautandhana Securindo..
1. Tidak ada perubahan yang signifikan atas implementasi penggunaan pencatatan akuntansi (dari GAAP menjadi IFRS). Laba bersih BUMI di 1Q11 tercatat sebesar US$ 112 juta berdasarkan IFRS, lebih rendah sebesar US$ 1 juta dengan kebijakan akuntansi yang lama;
2. Target produksi batubara perseroan juga tidak berubah (dari analyst meeting sebelumnya di April 2011). BUMI menargetkan total produksi batubara hingga 2013 dapat mencapai sebanyak 113 juta ton seiring dengan pembangunan conveyer belt baru yang diharapkan selesai tahun 2012;
3. Untuk tahun ini, volume penjualan batubara bumi diproyeksikan dapat mencapai 66 juta ton (+8,7% YoY) dengan ASP US$ 90 per ton (+26,7% YoY), sedangkan ASP untuk domestic sebesar US$ 50 per ton;
4. Untuk pengurangan pinjaman, BUMI tengah mengkaji beberapa opsi diantaranya: melakukan swap hutang CIC dengan CB atau pembayaran lebih cepat utang CIC di Oktober 2011. BUMI mengatakan masih banyak opsi opsi yang lain untuk concern penguranag hutang ini;
5. Untuk alokasi capex, BUMI menganggarkan capex sebesar US$ 150 juta hingga US$ 200 juta tahun ini, fokuskan pada maintenance cost;
6. Sekitar 45% (sebanyak 29,7 juta ton) volume penjualan batubara BUMI sudah terealisasi di 1H11 sedangkan sisanya akan terealisasi pada 2H11;
7. Saat ini BUMI ditransaksikan pada PE2012 sekitar 11x dan EV/EBITDA2012 sekitar 5x. Secara teknikal, harga saham BUMI sudah tertekan cukup dalam dan sudah berada dalam kondisi oversold. Buy on weakness.
13:43 European Shares Seen Higher, Greek Confidence Vote Due
European stocks were expected to open higher on Tuesday ahead of a vote of confidence in the government of Prime Minister George Papandreou on Tuesday evening.
13:16 BUMI Analyst Briefing - 21 Jun'11 - 10 am, Bumi office (DBS)
112 millions new Gaap. 96 millions last year
IFRS restated; no significant changes
2014 100 jt; boost by second conveyer
;operasi 2012
2003 25 jt tons
2007 50 jt tons
2014 100 jt tons
BUMI's strategy is to build overcapacity for every supply chains.
For enabling them produce more flexible
Reserves # would keep increase when BUMI do more over burden
Q2 still wet.
Q2 15-15.5 millions ton
(roughly 40-45%) at h1
ASP
ASP BUMI premium over peers $3-7 pertons
ASP Q2 11 bisa $90.
Whole the year 11 bisa $90 an
Asp $50 for domestic
2011 H1 the best ever cash margin
Cash cost $35. Plus 18% royalty from ASP
IFRS
Depreciation would be based on unit produced base vs straight line, more comparable.
More marked to market derivatives.
Adjutment of Gallo gain $39 million (NI Q1 should be higher without this exclusion.
Net Debt
Penalty early payment CIC, kecil (oct 11)
CB tidak bisa di pledged
CB and Vallar di harapkan Oct 11 masuk ke FTSE 100
Bisa saja hutang CIC di swap dengan CB, there are many alternative
$610 miilions (interest IRR19 %. For first 9 months. plus 5% penalty)
The motivation of higher CIC IRR, nobody wants to lend 1.9 bio, except equity.
BUMI calculated by lend at that level that they keep make money by getting greater IRR
Capex
It should be $400-500 miilion pa for next several years. but BUMI prefer to choose operation lease like financing
Capex cash $150-200 maximal this years
(Maintanance cost)
11:00 Medco in Talks With Exxon Mobil Unit on Possible Gas Supply
2011-06-21 03:51:29.200 GMT
By Bambang Djanuarto
June 21 (Bloomberg) -- PT Medco Energi Internasional is in
talks with Exxon Mobil Corp.’s Indonesian unit to supply gas
from its Block-A natural-gas block to Exxon’s Arun liquefied
natural gas plant, Medco Internasional Finance Director
Syamsurizal Munaf told reporters in Jakarta today.
Medco plans to spend $500 million on captial expenditure
through 2013, Munaf said. Oil production for the year to date
has averaged 29,940 barrels per day, he said.
10:36 EXPECTED TIMETABLE OF PRINCIPAL EVENTS
10.00 a.m. on Monday, 27 June 2011 Court Hearing to sanction the Scheme and confirm the Vallar
Reduction of Capital(1)
Monday, 27 June 2011 Last day of dealings in, and for registration of transfers of,
Vallar Shares
6.00 p.m. on Monday, 27 June 2011 Scheme Record Time
Tuesday, 28 June 2011 Scheme Effective Date
Tuesday, 28 June 2011 Delisting of Vallar Voting Ordinary Shares, Bumi Scheme
Admission and commencement of dealings in Bumi Scheme
Voting Ordinary Shares on the London Stock Exchange
Tuesday, 28 June 2011 Credit of Bumi Scheme Voting Ordinary Shares in
Uncertificated form to CREST accounts
10:34 prospektus bumi pls udah keluar di london
Application for admission of up to 269,700,955 Bumi Voting Ordinary Shares to the premium listing segment of the Official List and to trading on the London Stock Exchange’s main market for listed securities
10:23 Kz today - Here in Indonesia, our weather condition has substantially improved last few months. Two biggest contractor both reported good May operation figures. UT's Pama coal production rose 14% MoM to 7m tonnes in May (5M11 was 32.4m tonnes (+3% YoY), 40% of our FY11E of 82m tonnes) and Delta Dunia Coal production rose 3.7% MoM to 2.8m tonnes in May (Total 5M11 production was 13.3m tonnes) We expect acceleration in production in the 2H as we head into the dry season.
BUY Borneo (BORN IJ), Harum (HRUM IJ), and Bumi Resources (BUMI IJ).
Bank- downgrading BDMN to underperformed tp 6250 and prefer BMRI and BBNI
REMINDER::22 Juni 2011 Rups KARW, BKSL, BRAU, Inti Agri Resources, Indoexchange, Bank Maya International, MASA, IMAS, PICO, Myoh Technologi, ETWA,JIHD,Eatertainment L, Evergreen Invest, CNKO, FKS Multi Agro, Hotel Mandarine, HITS, Intiland Dev, US FOMC
23 Juni 2011 Rups KIJA, Unitex, TINS, Wahana Phoenix Mandiri, TIRT, Interdelta, CMNP, Perdana Bangun Pusaka, Cita Mineral Investindo, Bank ICB Bumiputera, TRIM, KBRI
Cum Right Chandra Asri Petromichal 100:27, Cum Dev AHAP 5, cum stock split auto 5:1
1. Tidak ada perubahan yang signifikan atas implementasi penggunaan pencatatan akuntansi (dari GAAP menjadi IFRS). Laba bersih BUMI di 1Q11 tercatat sebesar US$ 112 juta berdasarkan IFRS, lebih rendah sebesar US$ 1 juta dengan kebijakan akuntansi yang lama;
2. Target produksi batubara perseroan juga tidak berubah (dari analyst meeting sebelumnya di April 2011). BUMI menargetkan total produksi batubara hingga 2013 dapat mencapai sebanyak 113 juta ton seiring dengan pembangunan conveyer belt baru yang diharapkan selesai tahun 2012;
3. Untuk tahun ini, volume penjualan batubara bumi diproyeksikan dapat mencapai 66 juta ton (+8,7% YoY) dengan ASP US$ 90 per ton (+26,7% YoY), sedangkan ASP untuk domestic sebesar US$ 50 per ton;
4. Untuk pengurangan pinjaman, BUMI tengah mengkaji beberapa opsi diantaranya: melakukan swap hutang CIC dengan CB atau pembayaran lebih cepat utang CIC di Oktober 2011. BUMI mengatakan masih banyak opsi opsi yang lain untuk concern penguranag hutang ini;
5. Untuk alokasi capex, BUMI menganggarkan capex sebesar US$ 150 juta hingga US$ 200 juta tahun ini, fokuskan pada maintenance cost;
6. Sekitar 45% (sebanyak 29,7 juta ton) volume penjualan batubara BUMI sudah terealisasi di 1H11 sedangkan sisanya akan terealisasi pada 2H11;
7. Saat ini BUMI ditransaksikan pada PE2012 sekitar 11x dan EV/EBITDA2012 sekitar 5x. Secara teknikal, harga saham BUMI sudah tertekan cukup dalam dan sudah berada dalam kondisi oversold. Buy on weakness.
13:43 European Shares Seen Higher, Greek Confidence Vote Due
European stocks were expected to open higher on Tuesday ahead of a vote of confidence in the government of Prime Minister George Papandreou on Tuesday evening.
13:16 BUMI Analyst Briefing - 21 Jun'11 - 10 am, Bumi office (DBS)
112 millions new Gaap. 96 millions last year
IFRS restated; no significant changes
2014 100 jt; boost by second conveyer
;operasi 2012
2003 25 jt tons
2007 50 jt tons
2014 100 jt tons
BUMI's strategy is to build overcapacity for every supply chains.
For enabling them produce more flexible
Reserves # would keep increase when BUMI do more over burden
Q2 still wet.
Q2 15-15.5 millions ton
(roughly 40-45%) at h1
ASP
ASP BUMI premium over peers $3-7 pertons
ASP Q2 11 bisa $90.
Whole the year 11 bisa $90 an
Asp $50 for domestic
2011 H1 the best ever cash margin
Cash cost $35. Plus 18% royalty from ASP
IFRS
Depreciation would be based on unit produced base vs straight line, more comparable.
More marked to market derivatives.
Adjutment of Gallo gain $39 million (NI Q1 should be higher without this exclusion.
Net Debt
Penalty early payment CIC, kecil (oct 11)
CB tidak bisa di pledged
CB and Vallar di harapkan Oct 11 masuk ke FTSE 100
Bisa saja hutang CIC di swap dengan CB, there are many alternative
$610 miilions (interest IRR19 %. For first 9 months. plus 5% penalty)
The motivation of higher CIC IRR, nobody wants to lend 1.9 bio, except equity.
BUMI calculated by lend at that level that they keep make money by getting greater IRR
Capex
It should be $400-500 miilion pa for next several years. but BUMI prefer to choose operation lease like financing
Capex cash $150-200 maximal this years
(Maintanance cost)
11:00 Medco in Talks With Exxon Mobil Unit on Possible Gas Supply
2011-06-21 03:51:29.200 GMT
By Bambang Djanuarto
June 21 (Bloomberg) -- PT Medco Energi Internasional is in
talks with Exxon Mobil Corp.’s Indonesian unit to supply gas
from its Block-A natural-gas block to Exxon’s Arun liquefied
natural gas plant, Medco Internasional Finance Director
Syamsurizal Munaf told reporters in Jakarta today.
Medco plans to spend $500 million on captial expenditure
through 2013, Munaf said. Oil production for the year to date
has averaged 29,940 barrels per day, he said.
10:36 EXPECTED TIMETABLE OF PRINCIPAL EVENTS
10.00 a.m. on Monday, 27 June 2011 Court Hearing to sanction the Scheme and confirm the Vallar
Reduction of Capital(1)
Monday, 27 June 2011 Last day of dealings in, and for registration of transfers of,
Vallar Shares
6.00 p.m. on Monday, 27 June 2011 Scheme Record Time
Tuesday, 28 June 2011 Scheme Effective Date
Tuesday, 28 June 2011 Delisting of Vallar Voting Ordinary Shares, Bumi Scheme
Admission and commencement of dealings in Bumi Scheme
Voting Ordinary Shares on the London Stock Exchange
Tuesday, 28 June 2011 Credit of Bumi Scheme Voting Ordinary Shares in
Uncertificated form to CREST accounts
10:34 prospektus bumi pls udah keluar di london
Application for admission of up to 269,700,955 Bumi Voting Ordinary Shares to the premium listing segment of the Official List and to trading on the London Stock Exchange’s main market for listed securities
10:23 Kz today - Here in Indonesia, our weather condition has substantially improved last few months. Two biggest contractor both reported good May operation figures. UT's Pama coal production rose 14% MoM to 7m tonnes in May (5M11 was 32.4m tonnes (+3% YoY), 40% of our FY11E of 82m tonnes) and Delta Dunia Coal production rose 3.7% MoM to 2.8m tonnes in May (Total 5M11 production was 13.3m tonnes) We expect acceleration in production in the 2H as we head into the dry season.
BUY Borneo (BORN IJ), Harum (HRUM IJ), and Bumi Resources (BUMI IJ).
Bank- downgrading BDMN to underperformed tp 6250 and prefer BMRI and BBNI
REMINDER::22 Juni 2011 Rups KARW, BKSL, BRAU, Inti Agri Resources, Indoexchange, Bank Maya International, MASA, IMAS, PICO, Myoh Technologi, ETWA,JIHD,Eatertainment L, Evergreen Invest, CNKO, FKS Multi Agro, Hotel Mandarine, HITS, Intiland Dev, US FOMC
23 Juni 2011 Rups KIJA, Unitex, TINS, Wahana Phoenix Mandiri, TIRT, Interdelta, CMNP, Perdana Bangun Pusaka, Cita Mineral Investindo, Bank ICB Bumiputera, TRIM, KBRI
Cum Right Chandra Asri Petromichal 100:27, Cum Dev AHAP 5, cum stock split auto 5:1
Berita Pagi Selasa 21 Juni 2011
Tuesday Early BIRD Edition (Edwin Sebayang-MNC Securites)..
Penguatan Dow Jones 3 hari berturut-turut sekitar +155 poin diikuti turunnya CBOE Volatility Index (Indeks Ketakutan Investor) sebesar 8.5% diikuti light bounce back oil dan gold menjadi sentimen positif penguatan terbatas IDX dalam perdagangan Selasa ini.
Wall Street kembali rally dlm perdagangan Senin (20/6) dimana Indeks Dow Jones ditutup menguat (+0.63%) shg selama 3 hari berturut-turut Indeks Dow Jones NAIK sekitar +155 poin (+1.53%) setelah Menteri Keuangan Zona Euro memberikan waktu 2 minggu sejak Senin utk mengesahkan penerapan anggaran negara yg lebih ketat sbg imbalannya akan diberikan tambahan dana talangan (bail out) emergency sebesar Euro 12 miliar yg menjamin investor bahwa Default Utang Yunani dapat dihindari, yg dikuatirkan akan merembet ke negara Zona Euro kembali, diikuti turunnya The CBOE Volatility Index (VIX), mendekati level 20, jauh dibawah level tahun 2008 yang mencapai 30 s/d 40.
Investor di Wall Street akan fokus atas Pernyataan Kebijakan Federa Reserve yg akan diumumkan Rabu & scr seksama akan memonitor Press Konferens dr Chairman The Fed, Bernanke sesaat setelah pengumuman dimana salah satunya The Fed akan mempertahankan Fed Rate.
DOW 12080.38 +0.63%
NAS 2629.66 +0.5%
S&P 1278.35 +0.54%
OIL 93.46 +0.48%
GOLD 1541.2 +0.14%
NICKEL. 21700. +0.11%
TIN.24800. -0.82%
CPO.3205. 0%
TLK 32.38 ( 6970)
IIT.30.04 ( 5175)
Tue IDX Range: 3700-3740
BUY: BBRI, BMRI, PTBA, ITMG, UNTR, ASII, TLKM, HRUM, BJBR, INTA, ASRI, INDF, INDY, AKRA (ES-MNC Securities/Disclaimer On)
"Important Notes For MNC Securities Clients: Don't be Fooled by Rumors That IDX Would Be Down to 3,500, That's Only Match For Dumb Person"
-----------------------------------------------------------------------
PERSONAL VIEW on 21.06.11 by cynthia
Stlh diliputi kecemasan akan solusi bagi penyelesaian krisis utang Yunani, lambatnya proses perbaikan ekononomi AS, dimulainya penerapan "tightening monetary" di negara panda, China, kembali teknikal rebound melintas di kawasan market global. Ditutup di rentang positif dengan volume & value serta CBOE Volatility Index yg masih lanjut turun, para investor berharap pidato Bernanke yg akan tetap mempertahankan 'interest rates near zero' pd hari Rabu minggu ini akan mampu memberikan sentimen positif.
Smtr itu, harga komoditas bergerak fluktuatif menanti katalis yg dpt mentrigger kepastian. Emas ditutup naik $2.90 mjd $1,542 per ounce sedangkan harga minyak mentah ditutup bervariasi disebabkan oleh cadangan yg menurun, U.S. light,sweet crude naik tipis pada $93.26 per barrel, sedgkan London Brent crude turun $1.52 ditutup $111.69.
Ditutup menguat tipis 0.18% pada level 3729.12. dengan value & volume yg tipis, hanya mampu mencapai Rp.3.21 Tn dibawah rata2 transaksi harian, pergerakan IHSG didominasi oleh kenaikan saham BUMN berkapitalisasi besar. Sejak tgl 14-20 Juni'11 tercatat Nett Buy Foreign sebesar Rp. 2.04 Tn. Untuk Nilai tukar Rupiah terhadap US dolar kemarin melemah 0.12% menjadi Rp. 8618.
Berbeda dgn kondisi pesimis kemarin, hari ini investor akan memiliki keberanian dlm m'ambil keputusan bertransaksi. Regional Asia dibuka positif, sedangkan prediksi IHSG akan berada di kisaran 3707-3750 dgn pola perdagangan mirip kemarin. Didominasi oleh saham BUMN, kenaikan saham akan dipicu oleh Saham sektor Perbankan (BMRI; BBRI); Infrastruktur (TLKM; JSMR; SMGR); Consumer (INDF; CPIN; KLBF) serta Otomotif: ASII. Sedangkan saham berbasis Pertambangan yang menjadi pemicu lesu darahnya di sesi awal berubah memberikan support indeks pd lini positif (PTBA; ITMG; HRUM;UNTR).
Bagi para Bakrie's lover yg melakukan transaksi harian sebaiknya mampu menyimak & memahami 'scenario conspiracy' yg terjadi dimarket,yg sebetulnya mash menyisakan potensi utk memperoleh gain & loss yg terkadang membuat investor putus asa,pilihan sahamBUMI; BRMS; BRAU; ENRG). Saham CPO(SGRO; BWPT) & Property(ASRI; BSDE) yg layak untuk dicermati...
JCI for today:
Support: 3680 ; 3704
Resistance: 3730 ; 3751
USD/IDR: 8590-8620
"Selamat berkarya & berinvestasi...."
(Source: CNBC, BLOOMBERG, Kontan & BI)
----------------------------------------------------------------------------
Dow, S&P Post Third Straight Gain; Banks Slip CNBC.com | June 20, 2011 | 04:55 PM EDT
The Dow Jones Industrial Average gained 76.02 points, or 0.63 percent, to close at 12080.38.But the blue-chip index is still on track for the worst month since last August.
The S&P 500 6.86 points, or 0.54 percent, to end at 1,278.36.
Despite the day's rally, however, stocks are still on pace for the first losing quarter since the second quarter of 2010.
The CBOE Volatility Index, widely considered the best gauge of fear in the market, tumbled to end near 20.
"The approval of the Greek parliament is absolutely essential and it will have to arrive in a timely fashion so we can take a decision on July 3,'' said Jean-Claude Juncker, head of the EU finance ministers. Meanwhile, Moody's placed ratings of Italian Government-related issuers on review for a possible downgrade. The news comes after the firm said Friday it could downgrade Italy's rating.
The euro traded lower against the U.S. dollar, while gold gained $2.90 to end at $1,542 an ounce. Oil prices were mixed. U.S. light, sweet crude reversed its losses, gaining 25 cents to settle at $93.26 a barrel, while London Brent crude fell $1.52 to settle at $111.69.
Investors will be focusing on the Federal Reserve's policy statement, due Wednesday, and will also closely monitor Bernanke's news conference shortly after the announcement. The Fed is expected to restate itscommitment to hold interest rates near zero for an extended period amid fresh signs the U.S. recovery has lost momentum.
--------------------------------------------------------------------------------------
CLSA this morning ...Not much news flow here today. Market continue to be soft with shrinking volumes. Despite data continue to show strength in the domestic economy, negative sentiment in the regional markets has been dragging down resource names across the board here.
Have spent some
more time reading Napier's report over the weekend, I have to agree that his
overall thesis is very solid. The
structural distortion we have witnessed in the
US Treasury Market is about to unwind as he thinks the almost 2
decades long of recycling in current account surpluses in EM into US treasuries will end as most of these markets will now focus on a
stronger exchange to combat inflation. So in the
absence of foreign central bank buying, the private sector will need to step-up to fund the US$370B of Treasury Issuance per quarter to
cover net issuance which is higher unlikely without a higher yield and/or lower inflation expectations.
--------------------------------------------------------------------------------------------
Bursa d USA mengalami kenaikan setelah penyataan dari PM Luxemburg menyatakan bahwa pasti akan ada solusi untuk menangani krisis Yunani.
Kami melihat hari ini IHSG pergerakannya akan fluktuatif, dimana sampai saat ini Uni Eropa belum menemukan langkah-langkah dalam menangani krisis Yunani sehingga pasar akan harap-harap cemas dengan krisis Yunani, Secara teknikal closing IHSG menyentuh lower band dari indikator Bollinger Band tetapi dari indikator RSI mulai flat. Kisaran pergerakan 3720 – 3770.
Penguatan Dow Jones 3 hari berturut-turut sekitar +155 poin diikuti turunnya CBOE Volatility Index (Indeks Ketakutan Investor) sebesar 8.5% diikuti light bounce back oil dan gold menjadi sentimen positif penguatan terbatas IDX dalam perdagangan Selasa ini.
Wall Street kembali rally dlm perdagangan Senin (20/6) dimana Indeks Dow Jones ditutup menguat (+0.63%) shg selama 3 hari berturut-turut Indeks Dow Jones NAIK sekitar +155 poin (+1.53%) setelah Menteri Keuangan Zona Euro memberikan waktu 2 minggu sejak Senin utk mengesahkan penerapan anggaran negara yg lebih ketat sbg imbalannya akan diberikan tambahan dana talangan (bail out) emergency sebesar Euro 12 miliar yg menjamin investor bahwa Default Utang Yunani dapat dihindari, yg dikuatirkan akan merembet ke negara Zona Euro kembali, diikuti turunnya The CBOE Volatility Index (VIX), mendekati level 20, jauh dibawah level tahun 2008 yang mencapai 30 s/d 40.
Investor di Wall Street akan fokus atas Pernyataan Kebijakan Federa Reserve yg akan diumumkan Rabu & scr seksama akan memonitor Press Konferens dr Chairman The Fed, Bernanke sesaat setelah pengumuman dimana salah satunya The Fed akan mempertahankan Fed Rate.
DOW 12080.38 +0.63%
NAS 2629.66 +0.5%
S&P 1278.35 +0.54%
OIL 93.46 +0.48%
GOLD 1541.2 +0.14%
NICKEL. 21700. +0.11%
TIN.24800. -0.82%
CPO.3205. 0%
TLK 32.38 ( 6970)
IIT.30.04 ( 5175)
Tue IDX Range: 3700-3740
BUY: BBRI, BMRI, PTBA, ITMG, UNTR, ASII, TLKM, HRUM, BJBR, INTA, ASRI, INDF, INDY, AKRA (ES-MNC Securities/Disclaimer On)
"Important Notes For MNC Securities Clients: Don't be Fooled by Rumors That IDX Would Be Down to 3,500, That's Only Match For Dumb Person"
-----------------------------------------------------------------------
PERSONAL VIEW on 21.06.11 by cynthia
Stlh diliputi kecemasan akan solusi bagi penyelesaian krisis utang Yunani, lambatnya proses perbaikan ekononomi AS, dimulainya penerapan "tightening monetary" di negara panda, China, kembali teknikal rebound melintas di kawasan market global. Ditutup di rentang positif dengan volume & value serta CBOE Volatility Index yg masih lanjut turun, para investor berharap pidato Bernanke yg akan tetap mempertahankan 'interest rates near zero' pd hari Rabu minggu ini akan mampu memberikan sentimen positif.
Smtr itu, harga komoditas bergerak fluktuatif menanti katalis yg dpt mentrigger kepastian. Emas ditutup naik $2.90 mjd $1,542 per ounce sedangkan harga minyak mentah ditutup bervariasi disebabkan oleh cadangan yg menurun, U.S. light,sweet crude naik tipis pada $93.26 per barrel, sedgkan London Brent crude turun $1.52 ditutup $111.69.
Ditutup menguat tipis 0.18% pada level 3729.12. dengan value & volume yg tipis, hanya mampu mencapai Rp.3.21 Tn dibawah rata2 transaksi harian, pergerakan IHSG didominasi oleh kenaikan saham BUMN berkapitalisasi besar. Sejak tgl 14-20 Juni'11 tercatat Nett Buy Foreign sebesar Rp. 2.04 Tn. Untuk Nilai tukar Rupiah terhadap US dolar kemarin melemah 0.12% menjadi Rp. 8618.
Berbeda dgn kondisi pesimis kemarin, hari ini investor akan memiliki keberanian dlm m'ambil keputusan bertransaksi. Regional Asia dibuka positif, sedangkan prediksi IHSG akan berada di kisaran 3707-3750 dgn pola perdagangan mirip kemarin. Didominasi oleh saham BUMN, kenaikan saham akan dipicu oleh Saham sektor Perbankan (BMRI; BBRI); Infrastruktur (TLKM; JSMR; SMGR); Consumer (INDF; CPIN; KLBF) serta Otomotif: ASII. Sedangkan saham berbasis Pertambangan yang menjadi pemicu lesu darahnya di sesi awal berubah memberikan support indeks pd lini positif (PTBA; ITMG; HRUM;UNTR).
Bagi para Bakrie's lover yg melakukan transaksi harian sebaiknya mampu menyimak & memahami 'scenario conspiracy' yg terjadi dimarket,yg sebetulnya mash menyisakan potensi utk memperoleh gain & loss yg terkadang membuat investor putus asa,pilihan sahamBUMI; BRMS; BRAU; ENRG). Saham CPO(SGRO; BWPT) & Property(ASRI; BSDE) yg layak untuk dicermati...
JCI for today:
Support: 3680 ; 3704
Resistance: 3730 ; 3751
USD/IDR: 8590-8620
"Selamat berkarya & berinvestasi...."
(Source: CNBC, BLOOMBERG, Kontan & BI)
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Dow, S&P Post Third Straight Gain; Banks Slip CNBC.com | June 20, 2011 | 04:55 PM EDT
The Dow Jones Industrial Average gained 76.02 points, or 0.63 percent, to close at 12080.38.But the blue-chip index is still on track for the worst month since last August.
The S&P 500 6.86 points, or 0.54 percent, to end at 1,278.36.
Despite the day's rally, however, stocks are still on pace for the first losing quarter since the second quarter of 2010.
The CBOE Volatility Index, widely considered the best gauge of fear in the market, tumbled to end near 20.
"The approval of the Greek parliament is absolutely essential and it will have to arrive in a timely fashion so we can take a decision on July 3,'' said Jean-Claude Juncker, head of the EU finance ministers. Meanwhile, Moody's placed ratings of Italian Government-related issuers on review for a possible downgrade. The news comes after the firm said Friday it could downgrade Italy's rating.
The euro traded lower against the U.S. dollar, while gold gained $2.90 to end at $1,542 an ounce. Oil prices were mixed. U.S. light, sweet crude reversed its losses, gaining 25 cents to settle at $93.26 a barrel, while London Brent crude fell $1.52 to settle at $111.69.
Investors will be focusing on the Federal Reserve's policy statement, due Wednesday, and will also closely monitor Bernanke's news conference shortly after the announcement. The Fed is expected to restate itscommitment to hold interest rates near zero for an extended period amid fresh signs the U.S. recovery has lost momentum.
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CLSA this morning ...Not much news flow here today. Market continue to be soft with shrinking volumes. Despite data continue to show strength in the domestic economy, negative sentiment in the regional markets has been dragging down resource names across the board here.
Have spent some
more time reading Napier's report over the weekend, I have to agree that his
overall thesis is very solid. The
structural distortion we have witnessed in the
US Treasury Market is about to unwind as he thinks the almost 2
decades long of recycling in current account surpluses in EM into US treasuries will end as most of these markets will now focus on a
stronger exchange to combat inflation. So in the
absence of foreign central bank buying, the private sector will need to step-up to fund the US$370B of Treasury Issuance per quarter to
cover net issuance which is higher unlikely without a higher yield and/or lower inflation expectations.
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Bursa d USA mengalami kenaikan setelah penyataan dari PM Luxemburg menyatakan bahwa pasti akan ada solusi untuk menangani krisis Yunani.
Kami melihat hari ini IHSG pergerakannya akan fluktuatif, dimana sampai saat ini Uni Eropa belum menemukan langkah-langkah dalam menangani krisis Yunani sehingga pasar akan harap-harap cemas dengan krisis Yunani, Secara teknikal closing IHSG menyentuh lower band dari indikator Bollinger Band tetapi dari indikator RSI mulai flat. Kisaran pergerakan 3720 – 3770.
Senin, 20 Juni 2011
Update news and rumours Senin 20 Juni 2011
19:12 Remainder On Tap This Week: MONDAY: No major economic news expected TUESDAY
16:13 London -
16:13 London -
14:06 REMAINDER The Greek crisis is set to dominate an EU summit in Brussels on June 23-24
11:17 BUMI BREAKS OUT SHORT TERM VOLUME OF 3000-3050; LOOKS READY FOR A REBOUND IF VOLUMES IN 3025 BREAKS 67K LOTS
11:04 LUXEMBOURG/ATHENS (Reuters) - Euro zone finance ministers postponed a final decision on extending 12 billion euros ($17 billion) in emergency loans to Greece, saying Athens would first have to introduce harsh austerity measures.
The ministers said they expected the money, the next tranche in a 110 billion euro bailout of Greece by the European Union and the International Monetary Fund, to be paid by mid-July. Greece has said it needs the loans by then to avoid defaulting on its debt
10:36 CS : We reiterate Buy INDY on valuation and PTRO re-floating in 3Q. The 1Q11 Coal Earnings from Kideco is in-line. Disappointments are from other subsidiaries (98.5%-owned PTRO and fully-owned Tripatra ) and not consolidated yet 51%-owned MBSS. CS is forecasting average Thermal Coal benchmark prices of US$125/t 2011F (slightly above weekly NEWC spot FOB US$118.4/t as of May 27th), US$130/t 2012F, US$120/t 2013F, US$100/t 2014F and US$90/t Long-Term. INDY remains cheapest amongst SEA Coal and China Coal stocks! At Rp4,150- INDY is trading on 10.5x 2011F PER on +167% EPS Growth and implied 30% Upside to SoTP Rp5,400, we reiterate BUY INDY on valuation, integrated Coal and energy-services earnings, good operations and value-unlocking from 3Q refloating of 98.5%-owned subsidiary Petrosea (PTRO).
10:36 Deutsche Bank menaikan TP baru ASII menjadi Rp.80.500 dan tetap call BUY ASII.
Gold is up 0.8% at $1,538 per troy ounce
Berita Pagi Senin, 20 Juni 2011
PERSONAL VIEW 20.06.11 by cynthia N
Sentimen negatif yg melanda Eropa & AS menjadi faktor dominan atas penurunan market di semua sektor. Data pertumbuhan ekonomi di AS yg rendah, kusutnya penyelesaian utang Yunani serta melambatnya pertumbuhan moneter di China & Jepang-yg terburuk sejak thn 1980- menjadi trigger bagi investor berhorizon short term untuk melakukan aksi pengamanan portfolionya dan memilih untuk wait & see untuk sementara waktu ini.
Salah satu impact atas pengetatan moneter adalah turunnya harga jual emas ke level $1511,4 per troi ons penurunan sementara ini lbh disebabkan oleh spekulasi berkurangnya permintaan. Pada penutupan perdagangan akhir pekan lalu naik 0,6% ke level $1539,1 dan prediksi kenaikan permintaan di kuartal 3 nanti akan semakin meningkatkan harga jual. Harga minyak mentah tergelincir 4%-6% selama sepekan ke level $93 per barrel.
Hampir seluruh mata uang utama Asia terpangkas akibat sentimen negatuf atas krisis utang Yunani di Eropa. Nilai tukar Rupiah turun ke level Rp.8590. Anjloknya nilai tukar ini diyakini para analis akan bersifat sementara krn aliran dana ke wilayah Asia Tenggara masih akan cukup kuat hinggak akhir tahun 2011.
Dari bursa lokal pergerakan saham hari ini diprediksi masih akan ringkih terhadap guncangan dengan rentang 3670-3730, dengan level 3680 sbg level psikologis market. Akumulasi saham blue chip yang berada dibawah harga wajarnya. Sektor Perbankan (BBRI, BMRI), Consumer Goods(INDF,GGRM, UNVR) Infrastruktur(JSMR, SMGR) yg akan menjadi penahan laju penurunan indeks sedangkan saham berbasis Pertambangan(PTBA, ITMG, ANTM, TINS, PGAS) masih akan menjadi faktor yg pemicu koreksi lanjutan. Speculative stocks: Bakrie's (BUMI, ENRG, BRMS, BRAU). BOW: ASII, UNTR, BJBR, CPIN, JPFA, MAPI, RALS.
JCI for today:
Support: 3678; 3695
Resistance: 3735; 3760
USD/IDR: 8575 - 8625
"Selamat berkarya & berinvestasi...."
(Source: CNBC, BLOOMBERG, Kontan & BI)
----------------------------------------------------------------------
VERY GOOD News on MNCN: S&P naikkan peringkat utang MNCN dari B+ menjadi BB-
Setelah one of the best Foreign Brokerage House di dunia asal Swiss, UBS Securities Investment Research menaikkan Target Price MNCN menjadi Rp 1250 pada tanggal 13 Juni'11, kini giliran Standard & Poor's (S&P) Ratings Services MENAIKKAN peringkat utang jangka panjang PT Media Nusantara Citra Tbk (MNCN) dari B+ menjadi BB-, dengan prospek stabil.
Lembaga pemeringkat ini sekaligus meningkatkan peringkat guaranteed senior secured notes perseroan yang akan jatuh tempo pada 12 September 2011, dari B+ menjadi BB-. Surat utang tersebut senilai US$ 142,7 juta,
S&P berharap MNCN bisa melunasi utang senilai US$ 142,7 juta tersebut, yang mewakili 80% dari total utang perseroan.
Adapun, alasan S&P menaikkan peringkat utang MNCN seiring bertumbuhnya kinerja keuangan perseroan. Selama kuartal pertama tahun ini, pendapatan MNCN naik 23% dibanding periode tahun sebelumnya. Sementara, margin EBITDA meningkat dari 22,9% menjadi 30,5%.
S&P juga menyebut, prospek belanja iklan cukup baik di Indonesia. Kondisi ini didukung pertumbuhan ekonomi negara, dan masih rendahnya tingkat belanja iklan dari persentase PDB, yaitu 0,3%.
Presiden dan CEO MNC Group Harry Tanoesoedibjo menilai, dengan prospek ekonomi yang kuat dan pertumbuhan belanja iklan yang tinggi, perseroan memiliki sarana yang dibutuhkan untuk mempertahankan posisinya dalam industri media di Indonesia.
"MNCN sudah mengungguli pasar di tahun lalu dengan kenaikan pada pendapatan iklan sebear 31%, dibanding kenaikan pada belanja iklan sebesar 23%," ujarnya. (Edited by ES from KC, 19/6)
------------------------------------------------------------------------------------
DBS Inst Sales view on today " JSX has greater possibility to rebound today, as most of the stocks already technically over sold. The pressures on JSX on Friday was most likely triggered by excessive pressure on TLKM and BUMI, that pressure might allow the buying flow to enter to these stocks today at lower prices.
BBRI is starting to enter its attractive buying level. 6100-5850 might be the good prices to buy.
BMRI, BBNI,PGAS, PTBA, are also traded at the attractive level.
The pressure on BORN on Friday was also excessive, 1420-1350 is the good discount for buying it.
Friday decline on JSX are excessive and fast (volume was normal), a good buying level already created. The downside risk for JSX in near term might be 3680, might be easily achieved if all the big cap stocks are slightly decline together .
The other positive sentiment for global market today might also come from the G7 finance ministers meeting to discuss about the plan to give Greece the loans next month"
--------------------------------------------------------------------------------------------
Monday Early BIRD Edition (Edwin Sebayang-MNC Securites)..
Dalam perdagangan awal pekan, Senin (20/6), bbrp Good and Bad News yg akan mempengaruhi pergerakan pasar yg perlu diperhatikan investor MNC Securities dimana Good News adlh Naiknya Indeks Dow Jones sebesar +0.4% dan kembali berada diatas level 12,000, naiknya harga tambang metal spt: gold, nickel dan tin serta scr teknikal IDX saat ini berada di area Oversold sedngka Bad News adlh Goldman Sachs menurunkan perkiraan pertumbuhan ekonomi AS Q2/2011 mjd 2%, stlh sebelumnya IMF menurunkan perkiraan pertumbuhan ekonomi AS tahun 2011 mjd 2.5% dari sebelumnya 2.8% dan jg menurunkan outlook pertumbuhan 2012 menjadi 2.7% dari sebelumnya 2.9%, serta Faktor ke-3 adlh rencana Rating Agency Moody's dlm waktu 90 hari kedepan akan men-downgraded rating Italy, rating saat ini Aa2, dgn rasio utang atas GDP sebesar 120% krn mempunyai kelemahan struktural spt kakunya Pasar Tenaga Kerja akan menghambat pertumbuhan ekonomi serta kekhawatiran mengenai ketersediaan Funding ditengah tingginya utang negara tsb.
Hal lain yg0@erlu diperhatikan dgn sangat adalah bagaimana hasil pertemuan 2 hari para menteri keuangan Zona Euro di Luxembourg yg dimulai hari Minggu (19/6) untuk memutuskan apakah akan menyalurkan paket tsb, sebagai bagian Paket Bailout senilai Euro 110 miliar (USD 156 miliar) utk Yunani yg dimulai Mei 2010. Para Menkeu Eropa juga membicarakan paket ke-2 dgn total mencapai Euro 120 miliar dan melanjutkan pembiayaan Yunani tsb sampai tahun 2014.
DOW 12004.36 +0.36%
NAS 2616.48 -0.28%
S&P 1271.50 +0.30%
COAL 119.19. -0.13%
OIL 93.07 -1.97%
GOLD 1540.2 +0.67%
NICKEL. 21675. +0.32%
TIN.25005. +0.40%
CPO.3205. +0.16%
TLK 32.35 (6940 )
IIT.30.34 ( 5205)
Mon IDX Range: 3695-3735
BUY: BBRI, BMRI, PTBA, ITMG, UNTR, ASII, TLKM, HRUM, BJBR, INTA, ASRI, INDF, INDY, UNVR, AKRA, MAPI (ES-MNC Securities/Disclaimer On)
Sentimen negatif yg melanda Eropa & AS menjadi faktor dominan atas penurunan market di semua sektor. Data pertumbuhan ekonomi di AS yg rendah, kusutnya penyelesaian utang Yunani serta melambatnya pertumbuhan moneter di China & Jepang-yg terburuk sejak thn 1980- menjadi trigger bagi investor berhorizon short term untuk melakukan aksi pengamanan portfolionya dan memilih untuk wait & see untuk sementara waktu ini.
Salah satu impact atas pengetatan moneter adalah turunnya harga jual emas ke level $1511,4 per troi ons penurunan sementara ini lbh disebabkan oleh spekulasi berkurangnya permintaan. Pada penutupan perdagangan akhir pekan lalu naik 0,6% ke level $1539,1 dan prediksi kenaikan permintaan di kuartal 3 nanti akan semakin meningkatkan harga jual. Harga minyak mentah tergelincir 4%-6% selama sepekan ke level $93 per barrel.
Hampir seluruh mata uang utama Asia terpangkas akibat sentimen negatuf atas krisis utang Yunani di Eropa. Nilai tukar Rupiah turun ke level Rp.8590. Anjloknya nilai tukar ini diyakini para analis akan bersifat sementara krn aliran dana ke wilayah Asia Tenggara masih akan cukup kuat hinggak akhir tahun 2011.
Dari bursa lokal pergerakan saham hari ini diprediksi masih akan ringkih terhadap guncangan dengan rentang 3670-3730, dengan level 3680 sbg level psikologis market. Akumulasi saham blue chip yang berada dibawah harga wajarnya. Sektor Perbankan (BBRI, BMRI), Consumer Goods(INDF,GGRM, UNVR) Infrastruktur(JSMR, SMGR) yg akan menjadi penahan laju penurunan indeks sedangkan saham berbasis Pertambangan(PTBA, ITMG, ANTM, TINS, PGAS) masih akan menjadi faktor yg pemicu koreksi lanjutan. Speculative stocks: Bakrie's (BUMI, ENRG, BRMS, BRAU). BOW: ASII, UNTR, BJBR, CPIN, JPFA, MAPI, RALS.
JCI for today:
Support: 3678; 3695
Resistance: 3735; 3760
USD/IDR: 8575 - 8625
"Selamat berkarya & berinvestasi...."
(Source: CNBC, BLOOMBERG, Kontan & BI)
----------------------------------------------------------------------
VERY GOOD News on MNCN: S&P naikkan peringkat utang MNCN dari B+ menjadi BB-
Setelah one of the best Foreign Brokerage House di dunia asal Swiss, UBS Securities Investment Research menaikkan Target Price MNCN menjadi Rp 1250 pada tanggal 13 Juni'11, kini giliran Standard & Poor's (S&P) Ratings Services MENAIKKAN peringkat utang jangka panjang PT Media Nusantara Citra Tbk (MNCN) dari B+ menjadi BB-, dengan prospek stabil.
Lembaga pemeringkat ini sekaligus meningkatkan peringkat guaranteed senior secured notes perseroan yang akan jatuh tempo pada 12 September 2011, dari B+ menjadi BB-. Surat utang tersebut senilai US$ 142,7 juta,
S&P berharap MNCN bisa melunasi utang senilai US$ 142,7 juta tersebut, yang mewakili 80% dari total utang perseroan.
Adapun, alasan S&P menaikkan peringkat utang MNCN seiring bertumbuhnya kinerja keuangan perseroan. Selama kuartal pertama tahun ini, pendapatan MNCN naik 23% dibanding periode tahun sebelumnya. Sementara, margin EBITDA meningkat dari 22,9% menjadi 30,5%.
S&P juga menyebut, prospek belanja iklan cukup baik di Indonesia. Kondisi ini didukung pertumbuhan ekonomi negara, dan masih rendahnya tingkat belanja iklan dari persentase PDB, yaitu 0,3%.
Presiden dan CEO MNC Group Harry Tanoesoedibjo menilai, dengan prospek ekonomi yang kuat dan pertumbuhan belanja iklan yang tinggi, perseroan memiliki sarana yang dibutuhkan untuk mempertahankan posisinya dalam industri media di Indonesia.
"MNCN sudah mengungguli pasar di tahun lalu dengan kenaikan pada pendapatan iklan sebear 31%, dibanding kenaikan pada belanja iklan sebesar 23%," ujarnya. (Edited by ES from KC, 19/6)
------------------------------------------------------------------------------------
DBS Inst Sales view on today " JSX has greater possibility to rebound today, as most of the stocks already technically over sold. The pressures on JSX on Friday was most likely triggered by excessive pressure on TLKM and BUMI, that pressure might allow the buying flow to enter to these stocks today at lower prices.
BBRI is starting to enter its attractive buying level. 6100-5850 might be the good prices to buy.
BMRI, BBNI,PGAS, PTBA, are also traded at the attractive level.
The pressure on BORN on Friday was also excessive, 1420-1350 is the good discount for buying it.
Friday decline on JSX are excessive and fast (volume was normal), a good buying level already created. The downside risk for JSX in near term might be 3680, might be easily achieved if all the big cap stocks are slightly decline together .
The other positive sentiment for global market today might also come from the G7 finance ministers meeting to discuss about the plan to give Greece the loans next month"
--------------------------------------------------------------------------------------------
Monday Early BIRD Edition (Edwin Sebayang-MNC Securites)..
Dalam perdagangan awal pekan, Senin (20/6), bbrp Good and Bad News yg akan mempengaruhi pergerakan pasar yg perlu diperhatikan investor MNC Securities dimana Good News adlh Naiknya Indeks Dow Jones sebesar +0.4% dan kembali berada diatas level 12,000, naiknya harga tambang metal spt: gold, nickel dan tin serta scr teknikal IDX saat ini berada di area Oversold sedngka Bad News adlh Goldman Sachs menurunkan perkiraan pertumbuhan ekonomi AS Q2/2011 mjd 2%, stlh sebelumnya IMF menurunkan perkiraan pertumbuhan ekonomi AS tahun 2011 mjd 2.5% dari sebelumnya 2.8% dan jg menurunkan outlook pertumbuhan 2012 menjadi 2.7% dari sebelumnya 2.9%, serta Faktor ke-3 adlh rencana Rating Agency Moody's dlm waktu 90 hari kedepan akan men-downgraded rating Italy, rating saat ini Aa2, dgn rasio utang atas GDP sebesar 120% krn mempunyai kelemahan struktural spt kakunya Pasar Tenaga Kerja akan menghambat pertumbuhan ekonomi serta kekhawatiran mengenai ketersediaan Funding ditengah tingginya utang negara tsb.
Hal lain yg0@erlu diperhatikan dgn sangat adalah bagaimana hasil pertemuan 2 hari para menteri keuangan Zona Euro di Luxembourg yg dimulai hari Minggu (19/6) untuk memutuskan apakah akan menyalurkan paket tsb, sebagai bagian Paket Bailout senilai Euro 110 miliar (USD 156 miliar) utk Yunani yg dimulai Mei 2010. Para Menkeu Eropa juga membicarakan paket ke-2 dgn total mencapai Euro 120 miliar dan melanjutkan pembiayaan Yunani tsb sampai tahun 2014.
DOW 12004.36 +0.36%
NAS 2616.48 -0.28%
S&P 1271.50 +0.30%
COAL 119.19. -0.13%
OIL 93.07 -1.97%
GOLD 1540.2 +0.67%
NICKEL. 21675. +0.32%
TIN.25005. +0.40%
CPO.3205. +0.16%
TLK 32.35 (6940 )
IIT.30.34 ( 5205)
Mon IDX Range: 3695-3735
BUY: BBRI, BMRI, PTBA, ITMG, UNTR, ASII, TLKM, HRUM, BJBR, INTA, ASRI, INDF, INDY, UNVR, AKRA, MAPI (ES-MNC Securities/Disclaimer On)
Sabtu, 18 Juni 2011
weekend 18 Juni 2011
19.10 Vallar Plc resmi berganti nama menjadi Bumi Plc. Perusahaan saat ini masih menunggu persetujuan otoritas untuk bisa segera terdaftar sebagai salah satu dari 100 perusahaan publik terbesar di Bursa Saham London (London Stock Exchange/FTSE100). Bumi Plc yang memiliki aset Kaltim Prima Coal, Arutmin, Berau Coal, dan Bumi Resources Mineral diharapkan menjadi global coal champion pertama asal Indonesia dengan target produksi batubara mencapai 140 juta ton pada tahun 2013, atau sekitar 20 persen dari total produksi batu bara dunia. "Kami ingin global coal champion pertama di dunia adalah perusahaan batubara yang berbasis di Indonesia dan sahamnya terdaftar di London. Saat ini belum ada satu perusahaan batu bara yang bisa disebut global coal champion," kata Chairman BUMI Plc Indra U Bakrie dalam keterangan tertulisnya di Jakarta.
---------------------------------------------------------------------------
Weekend Early BIRD Edition (Edwin Sebayang-MNC Securites)..
Sepanjang minggu depan, ada 2 faktor penting yg perlu diperhatikan investor MNC Securities adlh 1) IMF baru saja menurunkan perkiraan pertumbuhan ekonomi AS tahun 2011 mjd 2.5% dari sebelumnya 2.8% dan jg menurunkan outlook pertumbuhan 2012 menjadi 2.7% dari sebelumnya 2.9%, padahal baru 2 bulan IMF menurunkan outlook pertumbuhan ekonomi AS sambil memperingatkan pemerintah AS dan Eropa utk serius mengatasi persoalan defisit anggaran mrk serta Faktor ke-2 adlh rencana Rating Agency Moody's dlm waktu 90 hari kedepan akan men-downgraded rating Italy, rating saat ini Aa2, dgn rasio utang atas GDP sebesar 120% krn mempunyai kelemahan struktural spt kakunya Pasar Tenaga Kerja akan menghambat pertumbuhan ekonomi serta kekhawatiran mengenai ketersediaan Funding ditengah tingginya utang negara tsb.
Wall Street ditutup beragam sepanjang minggu lalu ditengah tipis dan sangat volatile-nya perdagangan, ttp Indeks Dow & S&P terhindar turun 6 minggu berturut-turut, didorong berita Jerman serta Perancis menyetujui paket bail-out tranche ke-2, ditengah kekhawatiran berlanjutnya perlambatan ekonomi yg tercermin dari memburuknya Sentimen Konsumen Juni dari perkiraan semula & kemungkinan Rating Agency Moody's men-Downgrade rating kredit Italy, krn pelemahan struktural dan kemungkinan dinaikkannya suku bunga Italy.
Bbrp data ekonomi yg akan keluar di AS sepanjang minggu ini (Jun 20-24): Existing home sales, FOMC meeting, Weekly mortgage apps, oil inventories, Weekly jobless claims, new home sales, money supply, Durable goods, GDP.
DOW 12004.36 +0.36%
NAS 2616.48 -0.28%
S&P 1271.50 +0.30%
COAL 119.19. -0.13%
OIL 93.07 -1.97%
GOLD 1540.2 +0.67%
NICKEL. 21675. +0.32%
TIN.25005. +0.40%
CPO.3205. +0.16%
TLK 32.35 (6940 )
IIT.30.34 ( 5205)
Mon IDX Range: 3695-3735
BUY: BBRI, BMRI, PTBA, ITMG, UNTR, ASII, TLKM, HRUM, BJBR, INTA, ASRI, INDF, INDY, UNVR, AKRA, MAPI (ES-MNC Securities/Disclaimer On)
---------------------------------------------------------------------------
Weekend Early BIRD Edition (Edwin Sebayang-MNC Securites)..
Sepanjang minggu depan, ada 2 faktor penting yg perlu diperhatikan investor MNC Securities adlh 1) IMF baru saja menurunkan perkiraan pertumbuhan ekonomi AS tahun 2011 mjd 2.5% dari sebelumnya 2.8% dan jg menurunkan outlook pertumbuhan 2012 menjadi 2.7% dari sebelumnya 2.9%, padahal baru 2 bulan IMF menurunkan outlook pertumbuhan ekonomi AS sambil memperingatkan pemerintah AS dan Eropa utk serius mengatasi persoalan defisit anggaran mrk serta Faktor ke-2 adlh rencana Rating Agency Moody's dlm waktu 90 hari kedepan akan men-downgraded rating Italy, rating saat ini Aa2, dgn rasio utang atas GDP sebesar 120% krn mempunyai kelemahan struktural spt kakunya Pasar Tenaga Kerja akan menghambat pertumbuhan ekonomi serta kekhawatiran mengenai ketersediaan Funding ditengah tingginya utang negara tsb.
Wall Street ditutup beragam sepanjang minggu lalu ditengah tipis dan sangat volatile-nya perdagangan, ttp Indeks Dow & S&P terhindar turun 6 minggu berturut-turut, didorong berita Jerman serta Perancis menyetujui paket bail-out tranche ke-2, ditengah kekhawatiran berlanjutnya perlambatan ekonomi yg tercermin dari memburuknya Sentimen Konsumen Juni dari perkiraan semula & kemungkinan Rating Agency Moody's men-Downgrade rating kredit Italy, krn pelemahan struktural dan kemungkinan dinaikkannya suku bunga Italy.
Bbrp data ekonomi yg akan keluar di AS sepanjang minggu ini (Jun 20-24): Existing home sales, FOMC meeting, Weekly mortgage apps, oil inventories, Weekly jobless claims, new home sales, money supply, Durable goods, GDP.
DOW 12004.36 +0.36%
NAS 2616.48 -0.28%
S&P 1271.50 +0.30%
COAL 119.19. -0.13%
OIL 93.07 -1.97%
GOLD 1540.2 +0.67%
NICKEL. 21675. +0.32%
TIN.25005. +0.40%
CPO.3205. +0.16%
TLK 32.35 (6940 )
IIT.30.34 ( 5205)
Mon IDX Range: 3695-3735
BUY: BBRI, BMRI, PTBA, ITMG, UNTR, ASII, TLKM, HRUM, BJBR, INTA, ASRI, INDF, INDY, UNVR, AKRA, MAPI (ES-MNC Securities/Disclaimer On)
Jumat, 17 Juni 2011
update news and rumours Jum'at 17 Juni 2011
13:58 JAKARTA (Dow Jones)--PT Bumi Resources (BUMI.JK) booked $112 million in net
profit during the first quarter of the year, down from $132 million in the
same period last year, a company official said Friday.
The official, who declined to be named, told Dow Jones Newswires that the year
earlier profit figure had been restated according to International Financial
Reporting Standards.
He said Bumi's coal sales volume dropped to 14 million metric tons during the
January-March period from 16 million tons last year.
However, sales revenue rose to $1.23 billion from $1.02 million because the
average coal price rose to $87 a ton during the period from $63/ton a year
earlier, the source said.
Bumi will likely release its first quarter results later Friday.
11:13 BUMI 1Q Net Pft $112 Mln Vs $96.8 Mln
10:36 UBS just upgraded valuation and recommendation of ENRG to BUY with TP of Rp 270. We met with the analyst, Sebastian Tobing a few times in the past 2 months in the hope he can update his initial coverage of ENRG. UBS is bullish on ENRG's improved financial highlights (back to profit in 1Q 2011 onward), de-leveraged balance sheet (improved DER), production growth profile in the next 24 months (to reach production rate of 45 - 50 k boe/day by end of 2012), and higher realised Gas and Oil prices. UBS also expects ENRG to refinance its oustanding USD 200 mio CS loan, currently at Libor+12% to reduce the company's overall WACC in the near future. This is the 3rd Bullish Analyst Report on ENRG, after Mandiri (BUY with TP Rp 220) and BNI (BUY with TP 210). Sell BUMI switch to ENRG
10:34 UBS TP ENRG 270
10:32 regional dah plus semua
10:32 Tony Hayward’s Vallares increases IPO size to US$1.9B
Comments Twitter LinkedIn Email .Bloomberg News Jun 16, 2011 – 10:52 AM ET
By Zijing Wu and Brian Swint
Vallares Plc raised the size of its initial public offering to “at least” 1.2-billion pounds (US$1.9-billion) from 1-billion pounds, according to terms of the offer obtained by Bloomberg News.
Backed by former BP Plc Chief Executive Officer Tony Hayward, financier Nathaniel Rothschild and Goldman Sachs Group Inc. banker Julian Metherell, the investment vehicle will seek to buy a company or asset with an enterprise value of 3-billion to 8-billion pounds within two years, Hayward said last week. The shares, priced at 10 pounds each, are set to start trading in London tomorrow, the terms say.
jadi hari ini???
10:07 asing net buy 80 M
profit during the first quarter of the year, down from $132 million in the
same period last year, a company official said Friday.
The official, who declined to be named, told Dow Jones Newswires that the year
earlier profit figure had been restated according to International Financial
Reporting Standards.
He said Bumi's coal sales volume dropped to 14 million metric tons during the
January-March period from 16 million tons last year.
However, sales revenue rose to $1.23 billion from $1.02 million because the
average coal price rose to $87 a ton during the period from $63/ton a year
earlier, the source said.
Bumi will likely release its first quarter results later Friday.
11:13 BUMI 1Q Net Pft $112 Mln Vs $96.8 Mln
10:36 UBS just upgraded valuation and recommendation of ENRG to BUY with TP of Rp 270. We met with the analyst, Sebastian Tobing a few times in the past 2 months in the hope he can update his initial coverage of ENRG. UBS is bullish on ENRG's improved financial highlights (back to profit in 1Q 2011 onward), de-leveraged balance sheet (improved DER), production growth profile in the next 24 months (to reach production rate of 45 - 50 k boe/day by end of 2012), and higher realised Gas and Oil prices. UBS also expects ENRG to refinance its oustanding USD 200 mio CS loan, currently at Libor+12% to reduce the company's overall WACC in the near future. This is the 3rd Bullish Analyst Report on ENRG, after Mandiri (BUY with TP Rp 220) and BNI (BUY with TP 210). Sell BUMI switch to ENRG
10:34 UBS TP ENRG 270
10:32 regional dah plus semua
10:32 Tony Hayward’s Vallares increases IPO size to US$1.9B
Comments Twitter LinkedIn Email .Bloomberg News Jun 16, 2011 – 10:52 AM ET
By Zijing Wu and Brian Swint
Vallares Plc raised the size of its initial public offering to “at least” 1.2-billion pounds (US$1.9-billion) from 1-billion pounds, according to terms of the offer obtained by Bloomberg News.
Backed by former BP Plc Chief Executive Officer Tony Hayward, financier Nathaniel Rothschild and Goldman Sachs Group Inc. banker Julian Metherell, the investment vehicle will seek to buy a company or asset with an enterprise value of 3-billion to 8-billion pounds within two years, Hayward said last week. The shares, priced at 10 pounds each, are set to start trading in London tomorrow, the terms say.
jadi hari ini???
10:07 asing net buy 80 M
Berita Pagi Jum'at 17 Juni 2011
FROM THE PRESS by CC
*State Budget Plan deficit in 2012 is set to 1.4-1.9% of GDP
*The government and parliament have agreed to set 2012 State Budget Plan in a range of 1.4-1.9% of GDP. The figure is 0.3% higher compared to the government’s intial assumption of 1.4-1.6% of GDP to boost economic growth. Government expenditure contribution to GDP in 1Q11 reportedly was only 1% (Investor Daily, Kontan)
*Intiland: DILD to build 12 hotels worth Rp600bn
Quoted on Bisnis Indonesia, DILD through its subsidiary, PT Intiwhiz International, is to build 12 hotels with the name ‘Whiz Hotel’. The budget is set to be around Rp600bn, 30% will be funded from internal cash. Expected payback period is 8 years. (Bisnis Indonesia)
----------------------------------------------------------------------------------
Stocks to watch:
IMAS- has set the right issue price @ Rp8,000/share. Terms is 1 (new) for 3 (old). The proceeds (Rp2.7tn) will be used to reduce debt and expand its business
META- formed a consortium with Moya Holding Compay from Bahrain and Wijaya Karya which is going to target a Rp1.8tn drinking-water treatment project in East Java. In the consortium, META will own 70%, while Moya and Wika has 15% each
TPIA- due to uncertain market condition, the company decided to delay its right issue, originally scheduled to take place in 2H11
Cum Dividend:
RALS - Rp30 - 3.9% yield
INTP - Rp263 - 1.6%
MLBI - Rp21,279 - 5.7%
--------------------------------------------------------------------------------------
Last night :
Yahoo.finance..The Imf had made the release of the 12 billion euro aid tranche due on june 29 conditional on euro zone states agreeing to keet Greece funding needs for the next 12 month. I am confident that next sunday the eurogroup will be able to decide on fifth tranche of loans for greece in early july"economic and monetary affairs commissioner Olli rehn" to try calm market.
--------------------------------------------------------------------------------------
TRIM Desk: On the Menu ..
Kekhawatiran akan krisis utang Yunani yang diikuti oleh pelemahan mayoritas indeks di bursa-bursa utama Asia, mengakibatkan IHSG-pun kembali terpuruk hingga 54poin dan terperangkap dalam zona kritis support 3.720 - 3.750 dengan mengakhiri sesi perdagangan Kamis kemarin di level 3.740.
Sekalipun terjadi shifting serta bargain hunting terhadap sejumlah saham favorit, dimana tercatat pertumbuhan rasio volume perdagangan mengalami peningkatan sebesar 24% dibandingkan hari perdagangan sebelumnya. Baik leading maupun lagging indicator penunjang, belum dapat memberikan konfirmasi serta signal yang positif bagi IHSG untuk dapat kembali ke dalam zona positif di atas 3.820 atau retracement 62%.
Dengan mencermati potensi berlanjutnya tekanan jual yang masih akan membayangi, kami perkirakan IHSG pada perdagangan hari ini akan mencoba bergerak dalam interval harga 3.715-3.800.
Stock Pick:
- BBNI: Dengan basis support 3.600 serta signal positif fast moving oscillator, BBNI memiliki peluang untuk menguji penetrasi resistensi 3.700.
- BMRI: Celah harga terbuka diharapkan memberikan ruang bagi BMRI untuk dapat bergerak dalam interval 6.650-6.950.
- EXCL: Berada di area overbought stochastic, akumulasi profit yang telah didapat di saat EXCL bergerak menembus 6.300.
- INTP: INTP memiliki peluang serta potensi untuk bergerak dalam interval harga 16.700 - 17.200.
- SMCB: Secara umum SMCB tetap berada dalam kondisi bullish serta memiliki peluang menguji penetrasi resistensi harga 2.225.
- SMGR: SMGR memiliki peluang untuk bergerak dalam interval harga 9.400 - 9.800.
--------------------------------------------------------------------
Friday Early BIRD Edition (Edwin Sebayang-MNC Securites)..
Bounce-back nya Indeks Dow Jones semalam +64 poin, naiknya Oil +0.23%, Gold +0.26% ditengah rumor bahwa China akan ikut mem-bail-out kondisi Yunani dlm kunjungan PM China akhir Juni ini di Eropa, dimana negara yg paling sangat terpengaruh atas utang Yunani adlh Prancis dimana ada 3 bank yg punya eksposure langsung di Yunani sebesar USD 65 miliar yg kemungkinan di downgraded, sedangkan AS mempunyai hubungan tidak langsung berupa Cedit Swap sebesar USD 41 miliar, membuat Bursa Indonesia juga akan sedikit tenang dlm perdagangan akhir pekan ini.
Ditengah kekhawatiran atas utang negara Eropa miskin dan kelas 3, Yunani sebesar hanya USD 57 miliar, serta data aktivitas pabrik di negara bagian Mid-Atlantic AS yg scr tidak terduga turun kelevel terendah sejak Juli 2009 dan adanya naiknya defisit neraca berjalan Kuartal 1/2011 akibat naiknya import dimana tsb mewakili 3,2% GDP AS, naik dari 3% pd kuartal 4/2010, Wall Street ditutup beragam dimana Wall Street alami technical rebound +054% dlm perdagangan Kamis (16/6) dan menjelang expire-nya kontrak the quadruple witching pd hari Jumat ini.
Quadruple witching adlh ketika bbbrp kontrak stock index futures, stock index options, stock equity options & single stock futures mature pd saat bersamaan. Kontrak ini tjd setiap 3 bulan sekali, yakni: minggu ke-3 Jumat Maret, Juni, September dan Desember.
DOW 11961.52 +0.54%
NAS 2623.70 -0.28%
S&P 1267.64 +0.18%
OIL 95.03 +0.23%
GOLD 1530.1 +0.26%
NICKEL. 21605. -2.02%
TIN.24905. -0.97%
CPO.3200. -2,08%
TLK 32.93 (7065)
IIT.30.18 ( 5180)
Fri IDX Range: 3704-3780
BUY: ASII, PTBA, ITMG, TLKM, HRUM, SIMP, BBRI, BJBR, BUMI, UNTR, INTA, ASRI, INDF, INDY, BMRI, UNVR, AKRA, MAPI (ES-MNC Securities/Disclaimer On)
*State Budget Plan deficit in 2012 is set to 1.4-1.9% of GDP
*The government and parliament have agreed to set 2012 State Budget Plan in a range of 1.4-1.9% of GDP. The figure is 0.3% higher compared to the government’s intial assumption of 1.4-1.6% of GDP to boost economic growth. Government expenditure contribution to GDP in 1Q11 reportedly was only 1% (Investor Daily, Kontan)
*Intiland: DILD to build 12 hotels worth Rp600bn
Quoted on Bisnis Indonesia, DILD through its subsidiary, PT Intiwhiz International, is to build 12 hotels with the name ‘Whiz Hotel’. The budget is set to be around Rp600bn, 30% will be funded from internal cash. Expected payback period is 8 years. (Bisnis Indonesia)
----------------------------------------------------------------------------------
Stocks to watch:
IMAS- has set the right issue price @ Rp8,000/share. Terms is 1 (new) for 3 (old). The proceeds (Rp2.7tn) will be used to reduce debt and expand its business
META- formed a consortium with Moya Holding Compay from Bahrain and Wijaya Karya which is going to target a Rp1.8tn drinking-water treatment project in East Java. In the consortium, META will own 70%, while Moya and Wika has 15% each
TPIA- due to uncertain market condition, the company decided to delay its right issue, originally scheduled to take place in 2H11
Cum Dividend:
RALS - Rp30 - 3.9% yield
INTP - Rp263 - 1.6%
MLBI - Rp21,279 - 5.7%
--------------------------------------------------------------------------------------
Last night :
Yahoo.finance..The Imf had made the release of the 12 billion euro aid tranche due on june 29 conditional on euro zone states agreeing to keet Greece funding needs for the next 12 month. I am confident that next sunday the eurogroup will be able to decide on fifth tranche of loans for greece in early july"economic and monetary affairs commissioner Olli rehn" to try calm market.
--------------------------------------------------------------------------------------
TRIM Desk: On the Menu ..
Kekhawatiran akan krisis utang Yunani yang diikuti oleh pelemahan mayoritas indeks di bursa-bursa utama Asia, mengakibatkan IHSG-pun kembali terpuruk hingga 54poin dan terperangkap dalam zona kritis support 3.720 - 3.750 dengan mengakhiri sesi perdagangan Kamis kemarin di level 3.740.
Sekalipun terjadi shifting serta bargain hunting terhadap sejumlah saham favorit, dimana tercatat pertumbuhan rasio volume perdagangan mengalami peningkatan sebesar 24% dibandingkan hari perdagangan sebelumnya. Baik leading maupun lagging indicator penunjang, belum dapat memberikan konfirmasi serta signal yang positif bagi IHSG untuk dapat kembali ke dalam zona positif di atas 3.820 atau retracement 62%.
Dengan mencermati potensi berlanjutnya tekanan jual yang masih akan membayangi, kami perkirakan IHSG pada perdagangan hari ini akan mencoba bergerak dalam interval harga 3.715-3.800.
Stock Pick:
- BBNI: Dengan basis support 3.600 serta signal positif fast moving oscillator, BBNI memiliki peluang untuk menguji penetrasi resistensi 3.700.
- BMRI: Celah harga terbuka diharapkan memberikan ruang bagi BMRI untuk dapat bergerak dalam interval 6.650-6.950.
- EXCL: Berada di area overbought stochastic, akumulasi profit yang telah didapat di saat EXCL bergerak menembus 6.300.
- INTP: INTP memiliki peluang serta potensi untuk bergerak dalam interval harga 16.700 - 17.200.
- SMCB: Secara umum SMCB tetap berada dalam kondisi bullish serta memiliki peluang menguji penetrasi resistensi harga 2.225.
- SMGR: SMGR memiliki peluang untuk bergerak dalam interval harga 9.400 - 9.800.
--------------------------------------------------------------------
Friday Early BIRD Edition (Edwin Sebayang-MNC Securites)..
Bounce-back nya Indeks Dow Jones semalam +64 poin, naiknya Oil +0.23%, Gold +0.26% ditengah rumor bahwa China akan ikut mem-bail-out kondisi Yunani dlm kunjungan PM China akhir Juni ini di Eropa, dimana negara yg paling sangat terpengaruh atas utang Yunani adlh Prancis dimana ada 3 bank yg punya eksposure langsung di Yunani sebesar USD 65 miliar yg kemungkinan di downgraded, sedangkan AS mempunyai hubungan tidak langsung berupa Cedit Swap sebesar USD 41 miliar, membuat Bursa Indonesia juga akan sedikit tenang dlm perdagangan akhir pekan ini.
Ditengah kekhawatiran atas utang negara Eropa miskin dan kelas 3, Yunani sebesar hanya USD 57 miliar, serta data aktivitas pabrik di negara bagian Mid-Atlantic AS yg scr tidak terduga turun kelevel terendah sejak Juli 2009 dan adanya naiknya defisit neraca berjalan Kuartal 1/2011 akibat naiknya import dimana tsb mewakili 3,2% GDP AS, naik dari 3% pd kuartal 4/2010, Wall Street ditutup beragam dimana Wall Street alami technical rebound +054% dlm perdagangan Kamis (16/6) dan menjelang expire-nya kontrak the quadruple witching pd hari Jumat ini.
Quadruple witching adlh ketika bbbrp kontrak stock index futures, stock index options, stock equity options & single stock futures mature pd saat bersamaan. Kontrak ini tjd setiap 3 bulan sekali, yakni: minggu ke-3 Jumat Maret, Juni, September dan Desember.
DOW 11961.52 +0.54%
NAS 2623.70 -0.28%
S&P 1267.64 +0.18%
OIL 95.03 +0.23%
GOLD 1530.1 +0.26%
NICKEL. 21605. -2.02%
TIN.24905. -0.97%
CPO.3200. -2,08%
TLK 32.93 (7065)
IIT.30.18 ( 5180)
Fri IDX Range: 3704-3780
BUY: ASII, PTBA, ITMG, TLKM, HRUM, SIMP, BBRI, BJBR, BUMI, UNTR, INTA, ASRI, INDF, INDY, BMRI, UNVR, AKRA, MAPI (ES-MNC Securities/Disclaimer On)
Kamis, 16 Juni 2011
Update news and rumours Kamis 16 Juni 2011
15:35 asing net sale 120bio
15:21 Ftse- 0.5. Rebound
15:21 Pertemuan Uni Eropa tanggal 15 Juni kemarin belum menghasilkan kesepakatan mengenai program bantuan yang akan diberikan bagi Yunani. 2 negara penggerak Eropa seperti Jerman menginginkan restrukturisasi (perpanjangan jangka waktu utang), namun Perancis belum menyetujuinya.▪ Akan ada pertemuan lanjutan tanggal 19 Juni. Sehingga diperkirakan sampai 4 hari ini bursa masih sangat fluktuatif.▪ Di dalam negeri Yunani sendiri, kemarin 20.000 orang berdemonstrasi di Athena menentang pemerintahnya. Rakyat kuatir tekanan dari Uni Eropa akan mengharuskan pemerintah menjalankan austerity measure semakin ketat lagi, yang artinya ada kemungkinan mengurangi spending pemerintah (gaji pegawai negeri, dll) dan kenaikan pajak
15:15 ENRG dah quorum RUPS nya
15:11 s+p +2
14:47 TELKOM NOW TRADES AT HISTORICAL LOW P/E AVERAGE OF 8.8X 2011 EARNINGS
14:09 HRUM harga placement 9050
11:24 Moreover, Bumi is likely to
book a substantial one-off gain from the divestment as the 87% stake in BRMS is
carried at US$1.5bn on Bumi’s book. Finally, the deconsolidation of BRM would reduce
Bumi’s net debt by c. US$180m from US$4.6bn at the end of 2010.
We maintain our Hold rating on the stock with target price of Rp4,200, which is based
on 2012E EV/EBITDA of 4.8x – a 40% discount to Adaro’s target multiple.
11:05 asing nett buy 47 bio
10:58 PT Bumi Resources Tbk (BUMI) akan melakukan RUPST dan RUPSLB pada 27 Juni 2011 mendatang.
Dalam pengumumannya Jumat (10/9) disampaikan RUPST perseroan hanya membahas persetujuan atas Laporan Pertanggungjawaban Direksi sepanjang 2010. Selain itu, RUPST juga akan membahas persetujuan pengesahan neraca dan perhitungan laba/rugi 2010, serta penggunaan laba 2010.
Sementara RUPSLB mengagendakan persetujuan untuk menjaminkan atau mengagunkan atau membebani dengan hak jaminan kebendaan sebagin besar atau seluruh aset/harta kekayaan perseroan yang dimiliki langsung atau tidak langsung kepada para krediturnya, baik kreditur perseroan maupun anak perusahaan. Namun, tidak terbatas pada gadai atas sebagian atau seluruh saham-saham yang dimiliki dan dikuasai perseroan pada anak perusahaan.
secara langsung atau tidak langsung maupun efek lainnya. Juga akan dimintakan persetujuan atas fidusia atas tagihan-tagihan rekening bank, klaim asuransi, persediaan (inventory), rekening escrow perseroan dan anak usahanya. Selain itu perseroan juga akan meminta persetujuan pemegang saham atas jaminan atau agunan atau hak jaminan kebendaan lainnya atas harta kekayaan lain, baik bergerak maupun tidak bergerak milik perseroan dan anak usaha, yang dilakukan dalam rangka pembiayaan atau perolehan pinjaman dari pihak ketiga yang diberikan kepada atau diterima oleh perseroan maupun anak perusahaan, baik sekarang maupun yang akan ada di kemudian hari.
10:48 Nurico Gaman: Laporan keuangan BUMI utk 1Q11 belum keluar.Namun ada indikasi nilai penjualan 1Q11 lebih baik dari nilai penjualan 1Q10.Sementara laba bersih diperkirakan akan turun akibat kenaikan beban pembayaran hutang.Namun demikian,pertumbuhan laba bersih pada FY11 akan lebih baik dari FY10 seiring dengan target pengurangan hutang BUMI senilai US$ 1 miliar.Pada FY11,nilai penjualan BUMI akan naik menjadi US$ 5,65 ml dari US$ 4,37 ml pada FY10.Sementara laba usaha meningkat menjadi US$ 1,30 ml dari US$ 1,09 ml,sedangkan laba bersihnya naik menjadi US$ 514,1 jt dari US$ 311,2 jt pada periode yg sama.Valuasi PER 2011 BUMI sebesar 14,6x atau masih lebih rendah dari PER rata2 sektor pertambangan sekarang 16,5x.Rekomendasi BUY,Target harga Rp 4.000/saham hingga akhir tahun
10:43 Agenda RUPSLB ENRG hari ini adalah "Persetujuan untuk menjaminkan seluruh/atau sebagian aset dan kekayaan Perseroan dan atau Anak2 Perusahaan Perseroan atau untuk menerbitkan Jaminan Perusahaan dalam rangka pendanaan dan atau pendanaan kembali."
10:21 Asing net Buy 14M
10:21 INILAH.COM, Jakarta - Kinerja PT Baktie & Brothers Tbk (BNBR) diharapkan tidak terbebani utang lagi setelah proses kuasi reorganisasi selesai.
Demikian dikutip dari hasil riset E Trading Securities, Kamis (16/6). Hasil PT Bakrie & Brothers Tbk (BNBR) menargetkan kuasi organisasi bakal rampung pada kuartal III tahun ini. BNBR bisa meneruskan usahanya secara lebih baik dengan neraca yang menunjukkan nilai sekarang dan tanpa dibebani defisit."
Dengan adanya kuasi reorganisasi tersebut, defisit pembukuan keuangan BNBR akan hilang sehingga kondisi keuangan BNBR akan terlihat lebih baik. Kuasi reorganisasi akan mencatatkan nilai aset BNBR sesuai dengan kondisi sebenarnya pada saat ini. Kinerja perseroan per 31 Desember 2010,
09:47 remainder Hari RUPS ENRG jam 2
15:21 Ftse- 0.5. Rebound
15:21 Pertemuan Uni Eropa tanggal 15 Juni kemarin belum menghasilkan kesepakatan mengenai program bantuan yang akan diberikan bagi Yunani. 2 negara penggerak Eropa seperti Jerman menginginkan restrukturisasi (perpanjangan jangka waktu utang), namun Perancis belum menyetujuinya.▪ Akan ada pertemuan lanjutan tanggal 19 Juni. Sehingga diperkirakan sampai 4 hari ini bursa masih sangat fluktuatif.▪ Di dalam negeri Yunani sendiri, kemarin 20.000 orang berdemonstrasi di Athena menentang pemerintahnya. Rakyat kuatir tekanan dari Uni Eropa akan mengharuskan pemerintah menjalankan austerity measure semakin ketat lagi, yang artinya ada kemungkinan mengurangi spending pemerintah (gaji pegawai negeri, dll) dan kenaikan pajak
15:15 ENRG dah quorum RUPS nya
15:11 s+p +2
14:47 TELKOM NOW TRADES AT HISTORICAL LOW P/E AVERAGE OF 8.8X 2011 EARNINGS
14:09 HRUM harga placement 9050
11:24 Moreover, Bumi is likely to
book a substantial one-off gain from the divestment as the 87% stake in BRMS is
carried at US$1.5bn on Bumi’s book. Finally, the deconsolidation of BRM would reduce
Bumi’s net debt by c. US$180m from US$4.6bn at the end of 2010.
We maintain our Hold rating on the stock with target price of Rp4,200, which is based
on 2012E EV/EBITDA of 4.8x – a 40% discount to Adaro’s target multiple.
11:05 asing nett buy 47 bio
10:58 PT Bumi Resources Tbk (BUMI) akan melakukan RUPST dan RUPSLB pada 27 Juni 2011 mendatang.
Dalam pengumumannya Jumat (10/9) disampaikan RUPST perseroan hanya membahas persetujuan atas Laporan Pertanggungjawaban Direksi sepanjang 2010. Selain itu, RUPST juga akan membahas persetujuan pengesahan neraca dan perhitungan laba/rugi 2010, serta penggunaan laba 2010.
Sementara RUPSLB mengagendakan persetujuan untuk menjaminkan atau mengagunkan atau membebani dengan hak jaminan kebendaan sebagin besar atau seluruh aset/harta kekayaan perseroan yang dimiliki langsung atau tidak langsung kepada para krediturnya, baik kreditur perseroan maupun anak perusahaan. Namun, tidak terbatas pada gadai atas sebagian atau seluruh saham-saham yang dimiliki dan dikuasai perseroan pada anak perusahaan.
secara langsung atau tidak langsung maupun efek lainnya. Juga akan dimintakan persetujuan atas fidusia atas tagihan-tagihan rekening bank, klaim asuransi, persediaan (inventory), rekening escrow perseroan dan anak usahanya. Selain itu perseroan juga akan meminta persetujuan pemegang saham atas jaminan atau agunan atau hak jaminan kebendaan lainnya atas harta kekayaan lain, baik bergerak maupun tidak bergerak milik perseroan dan anak usaha, yang dilakukan dalam rangka pembiayaan atau perolehan pinjaman dari pihak ketiga yang diberikan kepada atau diterima oleh perseroan maupun anak perusahaan, baik sekarang maupun yang akan ada di kemudian hari.
10:48 Nurico Gaman: Laporan keuangan BUMI utk 1Q11 belum keluar.Namun ada indikasi nilai penjualan 1Q11 lebih baik dari nilai penjualan 1Q10.Sementara laba bersih diperkirakan akan turun akibat kenaikan beban pembayaran hutang.Namun demikian,pertumbuhan laba bersih pada FY11 akan lebih baik dari FY10 seiring dengan target pengurangan hutang BUMI senilai US$ 1 miliar.Pada FY11,nilai penjualan BUMI akan naik menjadi US$ 5,65 ml dari US$ 4,37 ml pada FY10.Sementara laba usaha meningkat menjadi US$ 1,30 ml dari US$ 1,09 ml,sedangkan laba bersihnya naik menjadi US$ 514,1 jt dari US$ 311,2 jt pada periode yg sama.Valuasi PER 2011 BUMI sebesar 14,6x atau masih lebih rendah dari PER rata2 sektor pertambangan sekarang 16,5x.Rekomendasi BUY,Target harga Rp 4.000/saham hingga akhir tahun
10:43 Agenda RUPSLB ENRG hari ini adalah "Persetujuan untuk menjaminkan seluruh/atau sebagian aset dan kekayaan Perseroan dan atau Anak2 Perusahaan Perseroan atau untuk menerbitkan Jaminan Perusahaan dalam rangka pendanaan dan atau pendanaan kembali."
10:21 Asing net Buy 14M
10:21 INILAH.COM, Jakarta - Kinerja PT Baktie & Brothers Tbk (BNBR) diharapkan tidak terbebani utang lagi setelah proses kuasi reorganisasi selesai.
Demikian dikutip dari hasil riset E Trading Securities, Kamis (16/6). Hasil PT Bakrie & Brothers Tbk (BNBR) menargetkan kuasi organisasi bakal rampung pada kuartal III tahun ini. BNBR bisa meneruskan usahanya secara lebih baik dengan neraca yang menunjukkan nilai sekarang dan tanpa dibebani defisit."
Dengan adanya kuasi reorganisasi tersebut, defisit pembukuan keuangan BNBR akan hilang sehingga kondisi keuangan BNBR akan terlihat lebih baik. Kuasi reorganisasi akan mencatatkan nilai aset BNBR sesuai dengan kondisi sebenarnya pada saat ini. Kinerja perseroan per 31 Desember 2010,
09:47 remainder Hari RUPS ENRG jam 2
Berita Pagi Kamis 16 Juni 2011
Delta Dunia ( Doid,jk) - Ubs sec last night has conducted a private placement. The seller is institutions client,and the buyer is CIC. The price is 1100 idr. The suspect CiC will continue to make purchase through the market,so that Cic will have right to right issue. (David- ft)$
--------------------------------------------------------------------------------------
UOBKH-BDG81 Fastbreak : Setelah mengalami kenaikan signifikan pd penutupan selasa, dalam perdagangan rabu indeks dow jones kembali anjlok ke bawah level 12000. Indeks dow jones tutup di level 11.879,27 setelah terpangkas 1,48%, sentimen negatif krisis hutang yunani kembali menghantui pasar, Moody's mengungkapkan kemungkinan memangkas peringkat utang bank-bank di Prancis, karena memiliki eksposure utang Yunani, sementara data perekonomian AS menunjukkan masalah yang cukup beragam dari tingginya harga-harga dan melemahnya pertumbuhan.
Perdagangan bursa hari ini diperkirakan akan tertekan oleh sentimen negatif, setelah gagal menembus level 3800 pada penutupan kemarin, transaksi bursa hari ini akan terpengaruh oleh anjloknya bursa regional, turunnya harga minyak hingga level $95, dan turunnya harga2 komoditas
Stockviews:
IDX range 3760 - 3800
BBRI : hold,menguji resisten 6400, buy bila terjadi pelemahan, support 6150
BUMI : sempat menembus support 3275, trading sell, resisten 3325, support 3200
ASRI : buy, suggest level 315
LSIP : buy, suggest level 2300
SMGR : buy, suggest level 9150
MYOR : long term buy, suggest level 12650
~disclaimer ON~
----------------------------------------------------------------------------------
Thursday Early BIRD Edition (Edwin Sebayang-MNC Securites)..
Akibat kejatuhan Dow Jones -178 poin, turunnya harga minyak mentah - 4%, harga nikel serta timah,di tengah demonstrasi besar di Yunani menentang pengetatan anggaran serta akan diturunkannya kredit rating dua Bank Portugis dan tiga Bank Perancis, membuat Bursa Indonesia berpeluang terkena tekanan Jual dlm perdagangan Kamis.
Wall Street dlm perdagangan Rabu (15/6) berbalik arah TURUN TAJAM rata2 -1.5% dipimpin kejatuhan saham sektor materials, energi & keuangan dimana Indeks Dow Jones berada kembali dibawah level psikologis 12.000, menyusul US Dollar terbang khawatir atas pemburukan situasi utang Yunani setelah pejabat Zona Euro gagal mencapai kesepakatan atas paket Bailout Yunani ditengah terjadinya Demonstrasi besar di Yunani yg menolak penerapan pengetatan anggaran utk menghindari KEBRANGKUTAN, memaksa PM Yunani membentuk Kabinet baru dan akibat bbrp laporan buruk ekonomi.
Sementara itu, rating agency Moody's memperingatkan akan men-downgrade rating 2 bank Portugis (Banco Espirito Santo & Banco Internacional do Funchal ) berkaitan kesulitan mencari funding, dan sebelumnya Moody's memperingatkan 3 Bank Perancis berkaitan eksposure 3 bank tsb atas krisis utang Yunani.
Data Manufacturing bulan Juni di negara bagian New York menunjukkan sektor tsb secara tidak diduga mengalami kontraksi, sbg tanda lain bahwa ekonomi AS memgalami perlambatan.
Juga Tingkat Kepercayaan Kontraktor Perumahan bln Juni tanpa diduga turun menuju level 13, level terendah sejak September'10, turun dari level 16 Di bln Mei.
DOW 11897.27 -1.48%
NAS 2631.46 -1.76%
S&P 1265.42 -1.74%
OIL 95.28 -4.11%
GOLD 1531.9 +0.49%
NICKEL. 22050. -1.19%
TIN.25150. -1.95%
CPO.3268. -0.15%
TLK 33.55 (7170)
IIT. 29.83 (5100 )
Thu IDX Range: 3750-3830
BOW: ASII, PTBA, ITMG, HRUM, SIMP, TLKM, BBRI, BJBR, BUMI, UNTR, INTA, ASRI, INDF, INDY, BMRI, UNVR, AKRA, MAPI (ES-MNC Securities/Disclaimer On)
--------------------------------------------------------------------------------------
UOBKH-BDG81 Fastbreak : Setelah mengalami kenaikan signifikan pd penutupan selasa, dalam perdagangan rabu indeks dow jones kembali anjlok ke bawah level 12000. Indeks dow jones tutup di level 11.879,27 setelah terpangkas 1,48%, sentimen negatif krisis hutang yunani kembali menghantui pasar, Moody's mengungkapkan kemungkinan memangkas peringkat utang bank-bank di Prancis, karena memiliki eksposure utang Yunani, sementara data perekonomian AS menunjukkan masalah yang cukup beragam dari tingginya harga-harga dan melemahnya pertumbuhan.
Perdagangan bursa hari ini diperkirakan akan tertekan oleh sentimen negatif, setelah gagal menembus level 3800 pada penutupan kemarin, transaksi bursa hari ini akan terpengaruh oleh anjloknya bursa regional, turunnya harga minyak hingga level $95, dan turunnya harga2 komoditas
Stockviews:
IDX range 3760 - 3800
BBRI : hold,menguji resisten 6400, buy bila terjadi pelemahan, support 6150
BUMI : sempat menembus support 3275, trading sell, resisten 3325, support 3200
ASRI : buy, suggest level 315
LSIP : buy, suggest level 2300
SMGR : buy, suggest level 9150
MYOR : long term buy, suggest level 12650
~disclaimer ON~
----------------------------------------------------------------------------------
Thursday Early BIRD Edition (Edwin Sebayang-MNC Securites)..
Akibat kejatuhan Dow Jones -178 poin, turunnya harga minyak mentah - 4%, harga nikel serta timah,di tengah demonstrasi besar di Yunani menentang pengetatan anggaran serta akan diturunkannya kredit rating dua Bank Portugis dan tiga Bank Perancis, membuat Bursa Indonesia berpeluang terkena tekanan Jual dlm perdagangan Kamis.
Wall Street dlm perdagangan Rabu (15/6) berbalik arah TURUN TAJAM rata2 -1.5% dipimpin kejatuhan saham sektor materials, energi & keuangan dimana Indeks Dow Jones berada kembali dibawah level psikologis 12.000, menyusul US Dollar terbang khawatir atas pemburukan situasi utang Yunani setelah pejabat Zona Euro gagal mencapai kesepakatan atas paket Bailout Yunani ditengah terjadinya Demonstrasi besar di Yunani yg menolak penerapan pengetatan anggaran utk menghindari KEBRANGKUTAN, memaksa PM Yunani membentuk Kabinet baru dan akibat bbrp laporan buruk ekonomi.
Sementara itu, rating agency Moody's memperingatkan akan men-downgrade rating 2 bank Portugis (Banco Espirito Santo & Banco Internacional do Funchal ) berkaitan kesulitan mencari funding, dan sebelumnya Moody's memperingatkan 3 Bank Perancis berkaitan eksposure 3 bank tsb atas krisis utang Yunani.
Data Manufacturing bulan Juni di negara bagian New York menunjukkan sektor tsb secara tidak diduga mengalami kontraksi, sbg tanda lain bahwa ekonomi AS memgalami perlambatan.
Juga Tingkat Kepercayaan Kontraktor Perumahan bln Juni tanpa diduga turun menuju level 13, level terendah sejak September'10, turun dari level 16 Di bln Mei.
DOW 11897.27 -1.48%
NAS 2631.46 -1.76%
S&P 1265.42 -1.74%
OIL 95.28 -4.11%
GOLD 1531.9 +0.49%
NICKEL. 22050. -1.19%
TIN.25150. -1.95%
CPO.3268. -0.15%
TLK 33.55 (7170)
IIT. 29.83 (5100 )
Thu IDX Range: 3750-3830
BOW: ASII, PTBA, ITMG, HRUM, SIMP, TLKM, BBRI, BJBR, BUMI, UNTR, INTA, ASRI, INDF, INDY, BMRI, UNVR, AKRA, MAPI (ES-MNC Securities/Disclaimer On)
Rabu, 15 Juni 2011
update news and rumours Rabu 15 Juni 2011
15:12 Bank Dunia menyatakan akan ada 6 negara kekuatan baru sebagai penopang ekonomi dunia. Keenam negara tersebut adalah Brasil, China, India, Indonesia, Korea Selatan, dan Rusia.
Di 2025, lebih dari 50% pertumbuhan ekonomi dunia disumbangkan oleh keenam negara kekuatan ekonomi baru ini. Bank Dunia menyatakan di 2025 keenam kekuatan baru ekonomi dunia ini akan membantu pertumbuhan ekonomi di negara-negara miskin.
Hal ini terungkap dalam laporan Bank Dunia bertajuk 'Global Development Horizons 2011'. Dalam laporan tersebut dikatakan ekonomi negara berkembang akan tumbuh rata-rata 4,7% dari 2011 sampai 2025. Sementara negara maju hanya tumbuh 2,3% saja pada perikode yang sama.
"Pertumbuhan ekonomi yang kencang di negara berkembang bakal membuat pusat perekonomian dunia berpindah ke negara-negara berkembang ini. Ekonomi negara berkembang bakal menjadi kekuatan industri baru di dunia," ujar Ekonom Bank Dunia Justin Yifu Lin seperti dikutip dari situs Bank Dunia, Rabu (15/6/2011).
Dalam laporan tersebut, ekonomi di keenam negara ini tumbuh dengan pemicu yang berbeda.
Untuk China dan Korsel, pertumbuhan ekonomi ditopang oleh arus ekspor yang cukup tinggi. Sementara untuk Brazil, Mexico, ataupun Indonesia ekonomi tumbuh karena laju konsumsi dalam negeri yang tinggi.
Justin juga mengatakan, prediksi melonjaknya ekonomi di keenam negara ini karena laju pertumbuhan sektor perdagangan di negara berkembang sangat tinggi.
15:10 bnbr mau invest USD 5 bio dalam tiga tahun mendatang untuk akuisisi dan business development
14:26 Lembaga pemeringkat Standard & Poor's memangkas outlook mereka dari "stable"
menjadi "negative". Bahkan, perusahaan-perusahaan properti Negeri Tembok
Raksasa tersebut juga menghadapi kemungkinan penurunan peringkat tahun depan.
Penjualan properti di China saat ini mulai melambat seiring kebijakan
pemerintah China yang kian galak. S&P menilai, langkah pemerintah China bakal
menggiring harga properti di Negeri Panda tersebut turun hingga 10% dalam 12
bulan ke depan. Real estate Hong Kong juga menghadapi risiko koreksi yang
tajam.
14:23 S&P downgrades China property development
14:03 Jakarta - Untuk menghindari kemungkinan terburuk, polisi menyiagakan 6 penembak jitu atau sniper saat sidang vonis Abu Bakar Ba'asyir pada Kamis (16/6) besok. 6 Sniper ini akan ditempatkan di kendaraan Polri.
"Disiagakan 6 sniper orang berdiri di kendaraan Rantis kita dengan siap tembak. Tembakan terukur dan nomor senjata, buatannya apa semua itu, anggota didata," ujar Kapolda Metro Jaya Irjen Sutarman.
11:57 IPO VIVA NEWS media menawarkan harga per saham di kisaran Rp. 260-285. Book building 13-21 Juni 2011.
Ciptadana dan Danatama sbg Underwriter nya
Jumlah saham yg akan dikeluarkan sebanyak-banyaknya 2,286 miliar lembar plus warran 4:1 sebanyak 571,5 juta lembar
Due Diligence PT Visi Media Asia Tbk.
Perseroan memiliki beberapa anak usaha: PT Asia Global Media, PT Redial Semesta & PT Lativi Media Karya (tv one), PT Viva Media Baru (viva news), PT Intermedia Capital (ANTV).
Share offered: 2286 juta lembar
Harga: 260 -285
Warrant: 571.5 juta warrant dgn exercise price 280-300 per warrant. (4 saham bonus 1 warrant)
Dividend: Max 40% net income
Digunakan utk working capital & pelunasan hutang.
Lock up periode: 8 bulan sejak pendaftaran efektif.
10:30 Coal Sector :
Strike in Australia, disrupting output
Another coal supply disruption happened in Australia. BHP Billiton’s workers downed tools yesterday for the first time in a decade. As many as 4,000 workers at BHP Billiton Mitsubishi Alliance mines in Queensland’s Bowen Basin will strike.
Earlier, floods also happened in the area around January this year.
Rio Tinto Group, Xstrata, and BHP were among companies to notify customers they would miss deliveries after the floods.
Unfortunately, coal production headwinds came when demand is very strong.
Chinahas been experiencing power blackout due to price controls and drop in hydropower generation due to drought in the country. Jiangsu, Zhejiang, Fujian and Anhui provinces are expected to face combined power shortage up to 19mn kilowatt or approximately equivalent to around 60Mt coal (assuming 75% represented by coal fired powerplant).
The power station coal prices have locally up to 840 yuan (US$130). Tight supply coupled with strong demand is favorable for coal prices.
In addition, China’s National Development and Reform Commission is studying a plan to cut the value-added tax for coal imports (currently at 17%). Looming power shortage and the possible tax cut on coal imports will encourage China’s imports.
Our coal analyst,
Herman Koeswanto, believes Indonesian coal will remain as the proxy in the region. Indonesia strategically located between China, India and Australia, offering a lower freight costs than Australia. Indonesian coal companies with the highest exposure to China market are :
Harum Energy (HRUM IJ), Bumi Resources (BUMI IJ), and Indo Tambangraya (ITMG IJ).
09:37 remainder BNBR lagi RUPS
09:28 IHSG rebound dari support 3728, namun sudah mendekati resistznce berikutnya di 3776. Jika indeks gagal menembus level resistance ini, maka kemungkinan indeks akan turun lagi bahkan bisa menuju target penurunan teoritis pola top diamond di 3670. Kenaikan diatas 3776/3780 akan mengurangi sentimen negatif di pasar. a@samuel
ASII --- BUY. Membentuk engulfing bullish dari support kuat 56000,
kemungkinan harga akan menguat menguji resistance trendline di 58650,
yang kalau ditembus akan menjadi trend naik jangka menengah dengan target teoritis ke 61000. a@samuel
BUMI - Speculative BUY. membentuk doji di support kuat 3300, sehingga
pergerakan hari ini akan menentukan arah selanjutnya. Jika hari ini tutup diatas pembukaan dan diatas 3325 maka kenaikan bisa terjadi kearah 3475-3550. a@samuel
HRUM - BUY. Rebound dari support kuat 9250, kemungkinan akan menguat dan
menguji resistance 9700 yang juga adalah level konfirmasi pola bullish
triangle. Jika mampu menembus 9700 maka trend naik dimulai dengan target
kenaikan teoritis ke 11000. a@samuel
DOID -- BUY. Rebound setelah doji dari support kuat 1070, haga cenderung
akan naik, kemungkinan menguji resistance 1150-1190. Jika level ini
terlampaui juga, maka trend naik dimulai. a@samuel
Re GS view...
Tx, NikhilAgainst book value of $1.5 bn on Bumi books for BRMS we can receive cash equivalent (through liquid CB's of plc) for $2.07 bn.12% BRMS is still retained by Bumi (value $300 m+) and Bumi denconsolidates BRMS (eliminates debt as well).Future funding of BRMS through London possibly cheaper route.Bumi now focuses on coal, raising its dominance and deleveragiing targetting offset of CIC loan via the listed CB's - expected issue late Q3'11Difficult to forecast pre event who will take the CB's - but certainly they would be liquid and easily monetized.Regards,DileepBookmark
Di 2025, lebih dari 50% pertumbuhan ekonomi dunia disumbangkan oleh keenam negara kekuatan ekonomi baru ini. Bank Dunia menyatakan di 2025 keenam kekuatan baru ekonomi dunia ini akan membantu pertumbuhan ekonomi di negara-negara miskin.
Hal ini terungkap dalam laporan Bank Dunia bertajuk 'Global Development Horizons 2011'. Dalam laporan tersebut dikatakan ekonomi negara berkembang akan tumbuh rata-rata 4,7% dari 2011 sampai 2025. Sementara negara maju hanya tumbuh 2,3% saja pada perikode yang sama.
"Pertumbuhan ekonomi yang kencang di negara berkembang bakal membuat pusat perekonomian dunia berpindah ke negara-negara berkembang ini. Ekonomi negara berkembang bakal menjadi kekuatan industri baru di dunia," ujar Ekonom Bank Dunia Justin Yifu Lin seperti dikutip dari situs Bank Dunia, Rabu (15/6/2011).
Dalam laporan tersebut, ekonomi di keenam negara ini tumbuh dengan pemicu yang berbeda.
Untuk China dan Korsel, pertumbuhan ekonomi ditopang oleh arus ekspor yang cukup tinggi. Sementara untuk Brazil, Mexico, ataupun Indonesia ekonomi tumbuh karena laju konsumsi dalam negeri yang tinggi.
Justin juga mengatakan, prediksi melonjaknya ekonomi di keenam negara ini karena laju pertumbuhan sektor perdagangan di negara berkembang sangat tinggi.
15:10 bnbr mau invest USD 5 bio dalam tiga tahun mendatang untuk akuisisi dan business development
14:26 Lembaga pemeringkat Standard & Poor's memangkas outlook mereka dari "stable"
menjadi "negative". Bahkan, perusahaan-perusahaan properti Negeri Tembok
Raksasa tersebut juga menghadapi kemungkinan penurunan peringkat tahun depan.
Penjualan properti di China saat ini mulai melambat seiring kebijakan
pemerintah China yang kian galak. S&P menilai, langkah pemerintah China bakal
menggiring harga properti di Negeri Panda tersebut turun hingga 10% dalam 12
bulan ke depan. Real estate Hong Kong juga menghadapi risiko koreksi yang
tajam.
14:23 S&P downgrades China property development
14:03 Jakarta - Untuk menghindari kemungkinan terburuk, polisi menyiagakan 6 penembak jitu atau sniper saat sidang vonis Abu Bakar Ba'asyir pada Kamis (16/6) besok. 6 Sniper ini akan ditempatkan di kendaraan Polri.
"Disiagakan 6 sniper orang berdiri di kendaraan Rantis kita dengan siap tembak. Tembakan terukur dan nomor senjata, buatannya apa semua itu, anggota didata," ujar Kapolda Metro Jaya Irjen Sutarman.
11:57 IPO VIVA NEWS media menawarkan harga per saham di kisaran Rp. 260-285. Book building 13-21 Juni 2011.
Ciptadana dan Danatama sbg Underwriter nya
Jumlah saham yg akan dikeluarkan sebanyak-banyaknya 2,286 miliar lembar plus warran 4:1 sebanyak 571,5 juta lembar
Due Diligence PT Visi Media Asia Tbk.
Perseroan memiliki beberapa anak usaha: PT Asia Global Media, PT Redial Semesta & PT Lativi Media Karya (tv one), PT Viva Media Baru (viva news), PT Intermedia Capital (ANTV).
Share offered: 2286 juta lembar
Harga: 260 -285
Warrant: 571.5 juta warrant dgn exercise price 280-300 per warrant. (4 saham bonus 1 warrant)
Dividend: Max 40% net income
Digunakan utk working capital & pelunasan hutang.
Lock up periode: 8 bulan sejak pendaftaran efektif.
10:30 Coal Sector :
Strike in Australia, disrupting output
Another coal supply disruption happened in Australia. BHP Billiton’s workers downed tools yesterday for the first time in a decade. As many as 4,000 workers at BHP Billiton Mitsubishi Alliance mines in Queensland’s Bowen Basin will strike.
Earlier, floods also happened in the area around January this year.
Rio Tinto Group, Xstrata, and BHP were among companies to notify customers they would miss deliveries after the floods.
Unfortunately, coal production headwinds came when demand is very strong.
Chinahas been experiencing power blackout due to price controls and drop in hydropower generation due to drought in the country. Jiangsu, Zhejiang, Fujian and Anhui provinces are expected to face combined power shortage up to 19mn kilowatt or approximately equivalent to around 60Mt coal (assuming 75% represented by coal fired powerplant).
The power station coal prices have locally up to 840 yuan (US$130). Tight supply coupled with strong demand is favorable for coal prices.
In addition, China’s National Development and Reform Commission is studying a plan to cut the value-added tax for coal imports (currently at 17%). Looming power shortage and the possible tax cut on coal imports will encourage China’s imports.
Our coal analyst,
Herman Koeswanto, believes Indonesian coal will remain as the proxy in the region. Indonesia strategically located between China, India and Australia, offering a lower freight costs than Australia. Indonesian coal companies with the highest exposure to China market are :
Harum Energy (HRUM IJ), Bumi Resources (BUMI IJ), and Indo Tambangraya (ITMG IJ).
09:37 remainder BNBR lagi RUPS
09:28 IHSG rebound dari support 3728, namun sudah mendekati resistznce berikutnya di 3776. Jika indeks gagal menembus level resistance ini, maka kemungkinan indeks akan turun lagi bahkan bisa menuju target penurunan teoritis pola top diamond di 3670. Kenaikan diatas 3776/3780 akan mengurangi sentimen negatif di pasar. a@samuel
ASII --- BUY. Membentuk engulfing bullish dari support kuat 56000,
kemungkinan harga akan menguat menguji resistance trendline di 58650,
yang kalau ditembus akan menjadi trend naik jangka menengah dengan target teoritis ke 61000. a@samuel
BUMI - Speculative BUY. membentuk doji di support kuat 3300, sehingga
pergerakan hari ini akan menentukan arah selanjutnya. Jika hari ini tutup diatas pembukaan dan diatas 3325 maka kenaikan bisa terjadi kearah 3475-3550. a@samuel
HRUM - BUY. Rebound dari support kuat 9250, kemungkinan akan menguat dan
menguji resistance 9700 yang juga adalah level konfirmasi pola bullish
triangle. Jika mampu menembus 9700 maka trend naik dimulai dengan target
kenaikan teoritis ke 11000. a@samuel
DOID -- BUY. Rebound setelah doji dari support kuat 1070, haga cenderung
akan naik, kemungkinan menguji resistance 1150-1190. Jika level ini
terlampaui juga, maka trend naik dimulai. a@samuel
Re GS view...
Tx, NikhilAgainst book value of $1.5 bn on Bumi books for BRMS we can receive cash equivalent (through liquid CB's of plc) for $2.07 bn.12% BRMS is still retained by Bumi (value $300 m+) and Bumi denconsolidates BRMS (eliminates debt as well).Future funding of BRMS through London possibly cheaper route.Bumi now focuses on coal, raising its dominance and deleveragiing targetting offset of CIC loan via the listed CB's - expected issue late Q3'11Difficult to forecast pre event who will take the CB's - but certainly they would be liquid and easily monetized.Regards,DileepBookmark
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