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.
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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.
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