Beberapa pemegang saham asing Bank Mayapada (MAYA) berniat melepas sekitar 30% kepemilikan sahamnya dengan total dana sekitar US$ 200-300 juta.
15:51 BUMI ada crossing 73.077 lot (T val 123.944diharga 3425
14:58 Dewa diincar empat perusahaan tambang asing setelah pihak perusahaan mendapatkan kembali kontrak untuk menambang secara penuh di KPC dan Arutmin yang selama ini juga dikelola oleh DOID.
Harga dewa sekarang relatif murah dan masih dibawah nilai buku sebesar Rp173 per saham. Due diligence untuk pembelian saham tersebut di awaki oleh Credit Suisse dan BOA Merrill Lynch. (not for publication)
14:32 BUMI ada crossing di CG di 3425
14:26 RMBA, deviden 26/saham. Dengan harga sekarang Rp 860,00 ; yield nya sekitar 3%
14:22 F net sale 303 M
14:11 regional rebound
S+p + 6. Dj + 52
14:08 Garuda Indonesia to Order 25 Planes for Budget Unit at Paris
2011-06-09 06:49:57.868 GMT
By Femi Adi and Jasmine Wang
June 9 (Bloomberg) -- PT Garuda Indonesia, the nation’s biggest airline, will announce an order for 25 single-aisle aircraft at this month’s Paris Air Show as it expands its low-cost Citilink unit.
The airline has shortlisted Boeing Co. and Airbus SAS for the order, which will also include the option to buy 25 additional planes, Chief Executive Officer Emirsyah Satar said today by phone from Jakarta. Deliveries will start from early 2014, he said. The Paris show starts on June 20.
Citilink, the operator of eight Boeing 737s, plans to add four leased Airbus A320s this year to support traffic growth that’s three times as fast as last year, Garuda Chief Financial Officer Elisa Lumbantoruan said. PT Lion Mentari Airlines, AirAisa Bhd.’s local unit, and PT Batavia Air are also expanding in Indonesia as economic growth spurs travel demand.
Garuda also plans to make a decision on a regional-jet order in the second half, Satar said. The airline is considering Bombardier Inc. and Embraer SA planes, he said. The carrier said in March that it planned to order 18 planes with fewer than 100 seats.
13:58 DEWA, ENRG, BNBR ARE ON NON-DEAL ROAD SHOW IN HONG KONG, EUROPE AND THE U.S.; ADVISED BY JPMORGAN AND BARCLAYS CAPITAL
13:50 *Bank Indonesia Keeps Benchmark Overnight Rate At 6.75%
11:34 News flash (Thomson r). Pt Bumi resources will convert its debt amounting us$ 1,9 b to the cic. Bumi Mineral Resources ( Brms.jk)shares will be convertible into CIC. News on this transaction will be announced on friday ,june 10 th. The exercise price at 850 - 925 idr. Credit suisse (csfb) who run the transaction.
11:28 RUMOURS Bumi 1Q Net Profit may rise 32% to $128 million (IDR1.1 trillion) which is slightly higher than market consensus of $125 million. (disclaimer is on). Bumi will announce its limited audited reviw on June 11. DISCLAIMER ON
11:02 asing nett sell 94 bio
10:22 Salim Ivomas Pratama (SIMP.JK, TP Rp 1856.00, OUTPERFORMINITIATION: Too good to miss ■
Same good asset at deep discount.SIMP’s IPO is merely a corporate restructuring process for the group. Currently, SIMP’s assets are exactly the same as IFAR’s. At the IPO price of Rp1,100/share, we believe that investors are given the opportunity to buy these same good assets at a deep discount. We initiate coverage on SIMP with an OUTPERFORM rating, and a target price of Rp1,856—offering 69% potential upside. ( Credit Suisse )
10:16 asing nett sell 44 bio
10:15 Bakrie Sumatera Said to Hire Three Banks for $250 Million Loan
2011-06-09 02:33:40.377 GMT
By Katrina Nicholas
June 9 (Bloomberg) -- PT Bakrie Sumatera Plantations, the
Indonesian plantation company that traces its roots back to
1911, hired three banks to help it borrow $250 million in a
five-year term loan, a person familiar with the matter said.
Proceeds will be used to refinance debt, including the
company’s $160 million of 10.75 percent notes due in November,
the person said, asking not to be identified as the details are
private.
The loan, secured against Bakrie’s palm plantation assets,
is being structured so that creditors to other parts of the
company’s business have no recourse to it, the person said.
10:05 Bumi kuat antisipasi laporan keuangan , kemungkinan tgl 11 Juni ini...
09:25 CS Indo:
Buy Outside Java Consumption, LT Cement Competition, Buy INDY despite weak 1Q, Sell BTEL!
STRATEGY: Buy Outside Java Consumption - BBRI, GGRM, ASII, INDF, SMGR
iSay: I agree to overweight Outside Java Consumption stocks, which a good proxy to both domestic consumption and global commodity boom, and hence Buy BBRI (@Rp6,500 on 11.9x 2011F PER), GGRM (@44,600 on 17.2x), ASII (@58,950 on 15.7x), INDF (@5,500 on 14.5x), SMGR (@9,650 on 14.9x). CS GEM Model Portfolio also includes 2 Indonesian stocks ie ASII and INDF.
At JCI 3,844pts, CS Indonesia Universe is trading on 14.4x 2011F PER on +27% EPS Growth, Teddy Oetomo is forecasting 8% upside to end-2011F JCI target 4,150pts (16x 2011F PER). Teddy’s market screening on valuation and earnings expectation come up with Cheap stocks- BMRI (@Rp7,100 on 13.1x 2011F PER), INDF (@5,500 on 14.5x), TLKM (@7,650 on 12.0x) & BBRI (@6,500 on 11.9x).
09:10 SMART Bagi Dividen Rp 150 per Lembar
Pemegang saham PT Sinar Mas Agro Resources and Technology Tbk (SMART) memutuskan untuk membagikan dividen sebesar Rp 150 per saham atau 34% dari laba bersih di 2010 yang sebesar Rp 1,26
09:08 Perubahan JII periode ini sbb:
9 Saham Baru: ADRO - AKRA - BORN - BTEL - ELTY - HRUM - ICBP - JPFA - KRAS
menggantikan
9 Saham Lama: BKSL - BMTR - BRPT - BWPT - DEWA - ELSA - MNCN - SGRO - WIKA
Mulai berlaku 08 Juni sd Nov 2011.
Singkatnya: more money allowed to invest in that new 9 stocks...
ÌDow 12,048 (-0.2%)- concern over the slowing economic growth continued to weight on the market
Oil (WTI) 100.7 +1.7%
Gold 1,536
Nickel 22,705 +0.4%
Tins 25,695 -0.5%
CPO RM3,313 -1.2%
TLKM 34.70 (-0.8%)=7,390
ISAT 30.54 (-0.1%)=5,200
IDR 8,518
Nikkei -0.22%
Kospi -0.19%
ASX +0.01%
Still lack of positive catalyst, perhaps IDX would have a hard time to bounce from yesterday's correction. We expect IDX to move sideways.
Today's market will be sparked by the listing of PT Salim Invomas (SIMP).
Stocks to watch:
DOID- right issue terms has been set: 100 (new) for 500 (old) @ Rp900/share.
The company will raise Rp1.22tn and the proceed will be used to fund its capital expenditure (51%), repay debt (38%) and for working capital (11%)
INDY- the company's bond-holders have agreed to restructure $185mn out of its $250mn debt by lowering the interest rate from 8.5% to 7% and extending the maturity from 2012 to 2018
SCMA- will pay interim dividend of Rp35/share on the top of the final dividend from 2010. Total dividend will be Rp260/ share or 5.4% yield. Cum date is June 27
JPFA- Bisnis.com reported that Japfa will distribute cash dividend of Rp365/share or 8.3% yield.
PBRX- will do a stock split 4 (new) for 1 (old). Cum split is June 14
Cum Dividends:
ADMF - Rp954.14 - 6.4% yield
POOL - Rp200 - 16.7% yield
WOMF - Rp14 - 3.1% yield
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