selasa 5 juni 2012

16:26  (Dari riset CLSA) Saham Coal didowngrade hampir semuanya :
COAL: Jayden factors in CLSA's revised lower thermal coal price estimate
translating to a 2-18% earnings reduction. Still favours ITMG & PTBA due to their strong balance sheets and yield in these uncertain times.

Changes:
ITMG: reiterate BUY but cuts TP to 41,000 from 49,000
PTBA: upgrade to BUY from OPF but cuts TP to 17,500 from 23,500
ADRO: reiterate UPF but cuts TP to 1330 from 2000
BUMI: reiterate UPF but cuts TP to 1300 from 2400
HRUM: downgrade to UPF from BUY and cuts TP to 6200 from 9000
INDY: downgrade to OPF from BUY and cuts TP to 1930 from 3200


11:55   Australia's central bank cuts policy interest rate by quarter-point to 3.5% (MarketWatch).


10:56  MYOH STRONG BUY ON DIVESTMENT AGENDA AT 2200/SHARE


10:45  MBSS SEKARANG DIPERDAGANGKAN PADA RASIO P/E HANYA 4.4X EPS 2012; FAIR VALUE 14 X RP234 = RP3300;


10:25  LPCK CONSIDERS TO PROPOSE IDR220/SHARE FINAL DIVIDEND; 7.6% YIELD


0211 GMT  [Dow Jones] Indonesia shares are likely to open higher, helped by a recovery in most Asian markets amid speculation of a near-term rate cut in China and positive Dow Jones futures so far, traders say. They expect the main index to find resistance at 3700 after it ended down 3.8% Monday at 3654.582. "I expect gains (for the main index) to be short-lived as concerns over global growth linger," says a fund manager at a local asset management company. Bank Mandiri (BMRI.JK) and Bank Rakyat (BBRI.JK) may rise on bargain buying after recent steep falls. The main index is down 4.4% for the year.


---------------------------------------

Tuesday (05/06) Early BIRD Fundamental Prespective (Edwin Sebayang-MNC Securities)

Berita positif & mengejutkan datang setelah Wall Street tutup dimana Menteri Keuangan & Bank Sentral dari 7 negara maju dunia-G7 akan melakukan EMERGENCY TALKS hari Selasa ini berkaitan meningkatnya peringatan global atas krisis hutang yg terjadi di 17 Negara Zona Euro dgn Yunani, Irlandia & Portugal dibawah program bailout internasional, pasar keuangan dunia sdg "harap-harap cemas" atas risiko perbankan Spanyol & penantian Pemilu di Yunani tgl 17 Juni 2012 mendatang.

Dgn perkembangan positif diatas diharapkan dpt muncul suatu kesepakatan tindakan bersama (Joint Intervention) utk memecahkan masalah Zona Euro. Joint Intervention tsb juga ES harapkan terjadi di Bursa Indonesia antara emiten (dpt melakukan program buy back) & pemerintah (melalui Forum Komunikasi Investasi) disaat banyak harga saham berfundamental bagus bervaluasi sangat murah.

Wall Street ditutup beragam & jauh lebih baik ketimbang awal perdagangan dmn Dow ditutup turun tipis -17.11 poin (-0.14%) sdgkan Nasdaq ditutup naik +12.53 poin (+0.46%), diikuti turunnya The VIX sebesar -2.03% ditutup pd level 26.12, akibat mengecewakannya data factory orders yg turun 3 bulan berturut2 & melambatnya pertumbuhan Sektor Jasa China serta masih tersandera persoalan krisis hutang Eropa.

DOW 12101.46 -0.14%
NAS 2760.01 +0.46%
S&P 1278.18 +0.01%
OIL 84.2 +1.17%
GOLD 1620.1 -0.12%
NICKEL 16100. Closed
TIN.19395. Closed
CPO.2990. -1.5% 
TLK.32.45 (Rp.7620)
IIT.19.64 (Rp.3690)
IDR 9390

Tuesday IDX Range: 3622 - 3750

BOW: GGRM, TLKM, JSMR, ASII, BBNI, UNVR, MAPI, LSIP, ICBP, PGAS, BBCA, INTA, BMRI, APLN, JPFA (ES-MNC Sec/Disc On)

-----------------------------------------------------------------------------

Hot Rumours :
" Agung Sedayu masuk Bksl " Kelompok usaha agung sedayu di kabarkan akan membeli saham BKSL. Agung Sedayu akan mengembangkan property rumah mewah yg terletak di sentul. Dng masuknya agung sedayu akan menambah prospek bisnis bksl semakin cemerlang. "

DilD placement " Dild akan menyelenggarakan private placement. Pembeli placement ini di tengarai adalah kelompok usaha rokok djarum. Menurut berita yg beredar Djarum akan masuk ke dild untk mengembangkan lahan industri yg butuh modal besar. Selain djarum ada juga group panin yg menjadi pembeli.