Senin 25 Juli 2011

14:02  Born downgrade neutral 1600. Csfb


13:20  HOT ISSUE...!!
CMNP
‎​Remington Gold Limited will buy 5.4% stake gradually Citra Marga Nusaphala P Tbk (CMNP) or about 108 million shares in the secondary market to increase their holdings of the previous 5.23% to 10.63% through Indopremier Securities.


11:59  Mandiri Seeks Bank-Stake Limits to Level Asean Playing Field
2011-07-25 04:35:15.727 GMT


By Daniel Ten Kate
    July 25 (Bloomberg) -- PT Bank Mandiri, Indonesia’s biggest
bank by assets, said it welcomes limits on commercial bank
stakes as it would help level the playing field with regional
rivals from markets that already cap ownership.
    “We need to have a more reciprocal policy with other
countries,” Managing Director Pahala N. Mansury said in an
interview yesterday in Bali, Indonesia. “If other banks coming
from other countries can establish their presence here, why is
that we are not allowed” to do the same in their countries?


11:39  " SARATOGA incar ELSA ". SAratoga capital yg dikendalikan oleh EDWIN soeryadjaya dan sandiaga Uno di beritakan akan membeli 37,5 kepemilikan Benakat PETROLEUM (BIPI). Sebelumnya sandiaga Uno lewat Re- Capital pernah melakukan proses bidding saham ini dan kemudian mundur. Besar kemungkinan pembelian saham elsa oleh  saratoga karena saratoga lebih memiliki capital dan relation sehingga bisa bermanfaat bagi pemegang saham Elsa. Harga saham elsa pd perdagangan pagi ini masih Flat pd harga 280.


11:32  BNI 1H net Profit IDR2.792 Tln vs IDR1.934 Tln

11:02  KRAS telah mengeluarkan laporan keuangan 1H11 dimana Revenue turun 7% menjadi Rp. 8,4 trilliun, Laba kotor turun. Laba kotor turun 52% menjadi Rp. 904 milyar. dikarenakan pendapatan lain-lain dari pengalihan aset tetap yang untung 1,09 trilliun sehingga laba sebelum pajak naik 10% menjadi 1,48 trilliun dan laba bersih menjadi 1,37 trilliun naik 37% dari 997 milyar. dengan EPS 87 naik dari 63


11:00  CMNP'S NON -PREEMPTIVE RIGHTS MAY BE OFFERED AT IDR1,600-IDR2,200/SHARE


10:25  Angka crusial... Enrg : 250... Elty : 165, dewa : 122.... Bnbr 85...


09:55  ELTY: 160-190. Second quarter net profit rose 216% to IDR152 billion from IDR48.1 billion in the first quarter due to higher sales. First half net profit almost tripled to IDR200 billion from IDR70 billion a year earlier. ELTY is ow trading at a p/e ratio of 15.8X 2011 earnings (EPS: IDR10.5), far below its historical average high of 23X. 12-month target is at IDR230. Best buy is at any levels below IDR166.

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News: BDMN(5700) right issue 1.2 billion shares,for 1000 old get 144 new shares,at Rp 4100-Rp 4800,-,cum date 7 sept. ELTY(166) net profit 1H Rp 126.1 billion,up 100.2% YoY,as sales Rp 1.04 trillion,up 94.4%,contributed by city property(57%).eps Rp 3.16. BKSL(178) may releasing non pre-emptive right issue 10% shares worth Rp 334 billion,or Rp 117,- per share,said ELTY as buyers. ASRI(395) marketing sales Rp 1.02 trillion,or 57.14% target FY11. CMNP(1250) to release non pre-emptive right issue 10% shares by private placement.net profit 1H unaudited Rp 170 billion,up 14.09% YoY.eps Rp 85,- per share.
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Monday Early BIRD Edition (Edwin Sebayang-MNC Securites).

Seiring berjalannya waktu menuju deadline pembicaraan Debt Ceiling 2 Agustus dan Ditengah data-data ekonomi AS mengenai Perumahan, Manufacturing dan GDP, sepanjang minggu depan ES menyarankan investor MNC Securities harus fokus ke Washington DC dimana segala usaha utk menghindari AS default memasuki waktu genting dimana isu utama tetap mengenai masalah kenaikan pajak  spt yg diusulkan Partai Demokrat Obama ttp justru itu yg ditentang Partai Republic.

Salah satu saham pilihan ES adalah PT AKR Corporindo Tbk membukukan laba bersih Rp 1,17 triliun atau Meroket Tajam 1.307% dibandingkan kinerja periode 1H/2010 yaitu Rp 83,61 miliar.

Dampaknya, Laba Bersih per saham (EPS) melonjak 1.245% menjadi Rp 515,32/saham dibandingkan Sem 1/2010 sebesar  Rp 38.30/saham.

Perseroan memutuskan untuk MEMBAGIKAN DIVIDEN INTERIM ke-2 senilai Rp 764,31 miliar atau Rp 200 per saham.

Perseroan berencana membayarkan dividen interim II ini pada 8 September 2011. Adapun, batas akhir perdagangan saham dengan hak dividen (cum dividen) di pasar reguler dan negosiasi hingga 22 Agustus 2011. Sementara, cum dividen di pasar tunai hingga 25 Agustus 2011.

DOW 12681.16  -0.34%
NAS 2858.83. +0.86%
S&P 1345.02  +0.09%
COAl 120.95.  +0.28 %
OIL 99.87  +0.75%
GOLD 1601.5  +0.91%
NICKEL.24150. +0.84%
TIN.28250.  -0.18%
CPO.3141.  +0.32%
TLK.35.05 (7470)
IIT.32.48  (5540)

Mon IDX Range: 4050-4150

BUY: INDY, ASII, UNTR, ANTM, PTBA, TINS, INCO, BUMI, BBRI, ASRI, AKRA, JSMR, HRUM, BJBR, INTA, (ES-MNC Securities/Disclaimer On)