Rabu 11 Juli 2012

15:52  asing net buy 225B


15:21  Central Bank to keep the benchmark rate steady at 5.75%


Banking: Central Bank to keep the benchmark rate steady at 5.75%
* All 20 economists surveyed by Bloomberg expect Bank Indonesia to keep BI rate at 5.75% for the fifth consecutive months on its policy meeting tomorrow.
* This is inline with our view that BI will maintain the benchmark rate at a record-low for the remaining of 2012, holding off from easing policy to also support the weakening currency.
* With no changes in the rates, we expect loan growth to remain strong. Our top pick for the sector is Bank Mandiri (BMRI.IJ) with TP at IDR8,600/share (14.9x 2012F PER; 2.6x 2012F PBV). Mandiri is trading slightly below its -1 STDEV PBV for the past 3 years despite its healthy financial measures.



10:32   REMINDER: SAHAM BTN: PEMERINTAH SINGAPURA TINGKATKAN PORSI KEPEMILIKAN
JAKARTA: Menjelang pelaksanaan penawaran umum terbatas PT Bank Tabungan Negara Tbk, Pemerintah Singapura diketahui meningkatkan kepemilikan saham pada bank yang fokus pada kredit properti tersebut.
Berdasarkan keterbukaan informasi yang disampaikan perseroan kepada Bursa Efek Indonesia, terjadi pergerakan kepemilikan pada saham dengan kode BBTN tersebut pada Juni lalu.

Pada bulan tersebut terdapat dua entitas yang memiliki porsi kepemilikan saham di atas 5%, yakni Pemerintah Indonesia melalui Kementerian BUMN sebesar 71,849% dan Government of Singapore Investment Corporation Pte Ltd (GIC), perusahaan investasi milik Singapura dengan porsi  5,113%.

BBTN:  berencana menerbitkan saham baru (rights issue) sebanyak 1.515.402.000 saham (12,91%) dengan perkiraan harga Rp1.620 per saham. Rights issue diharapkan terlaksana pada Oktober 2012.

http://www.imq21.com/news/read/68941/20120604/174439/BTN-Pasang-Harga-Rights-Issue-Rp1-620-Saham.html

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10:10  Asing net buy 42B


10:07   ADMG 1H NET PROFIT COULD RISE TO IDR250 BILLION (EPS: IDR138) VS IDR60.9 BILLION IN 1Q ON HIGHER SALES. IT NOW TRADES AT A P/E RATIO OF ONLY 2.6 X 2012 EPS VS INDUSTRIAL AVERAGE P/E RATIO OF 11 X; FAIR VALUE 11 X IDR138 OR EQUAL WITH IDR1,520. STRONG BUY BELOW IDR400


10:00  SMDR bd keliling, hati2. disc On