Indonesia 2010 CPO output growth to slow on rains-assoc

Indonesia's crude palm oil (CPO) production may grow at a slower pace of 4.5-5 percent this year, versus last year's 7.5 percent growth, as prolonged rains have affected yields, the head of the country's palm oil association said on Friday.

"On average every year production grows about 10 percent, but for this year I don't think so because production may be disturbed by extreme weather," said Fadhil Hasan, executive director of the Indonesian Palm Oil Association (GAPKI).
"For this year I think the growth may be less than that, it could be around 4.5-5 percent only," he told. Source: Reuters

Indonesia 2010 coal output may fall 6 pct on rains

* Prolonged rains to hamper miners, output seen at 300 million ton

* Reduced output may firm regional market seeing weak demand 

Coal output from Indonesia, the world's biggest exporter of thermal coal, may fall by 6 percent this year to 300 million tonnes, if unseasonal rains persist all year, which may tighten an oversupplied regional market.

Traders said the supply constraints from Indonesia could help push benchmark Australian thermal prices up to $90 a tonne, after tepid demand from buyers drove prices on Thursday to a six-month low of $87 a tonne.

"It will be difficult to achieve the initial target if rains continue," Bob Kamandanu, the chairman of the Indonesian Coal Mining Association, told Reuters on Friday, referring to a target of 320 million tonnes.

"Coal mining usually stops when it rains except producers that have good inventory management," Kamandanu said.

Rains already led to one force majeure of coal output at a unit of Indonesian coal miner PT Bayan Resources  in Kalimantan last month, affecting a 115,000 tonne August shipment to trader Vitol.

Indonesia's main coal miners include PT Bumi Resources Tbk, PT Adaro Energy Tbk, and PT Pertambangan Batubara Bukit Asam Tbk.

The coal output production figures from the association include production from illegal mines which produce around 40 million tonnes annually.

The Indonesian Meteorology, Climatology and Geophysics Agency (BMKG) said unseasonally heavy rains will continue across Indonesia for the rest of this year as La Nina weather event unfolds.

Most of Indonesia usually has a dry season in July, August and September, but agency data in July and for the first 10 days of August showed that extreme weather has hit the archipelago, with rainfall intensity above normal except in some parts of eastern province Papua. Source: Reuters

Laba Bersih PGAS Naik Tipis

Laba bersih PT Perusahaan Gas Negara Tbk (PGAS) pada semester I-2010 naik tipis 3,45% dari Rp 3,19 triliun pada semester I-2009 menjadi Rp 3,3 triliun.

Hal itu disampaikan oleh Menteri BUMN Mustafa Abubakar di Jakarta, Jumat (13/8).


Harga saham PGAS berhasil ditutup naik Rp 50 ke Rp 4.100. Broker Credit Suisse Securities Indonesia tercatat memborong 9.992 lot di harga rp 4.092 diikuti oleh Bahana Securities sebanyak 3.828 lot di harga Rp 4.094 dan Macquarie Securities Indonesia sebanyak 2.789 lot di harga Rp 4.091. Macquarie membeli saham PGAS tanpa melakukan aksi jual sama sekali, sama seperti CLSA Indonesia yang membeli 2 ribu lot di harga Rp 4.100.

Satu-satunya broker penjual terbesar dilakukan oleh Deutsche Securities Indonesia, sebanyak 12.961 lot sambil membeli 5.718 lot saham PGAS, sehingga hanya membukukan net selling 7.243 lot.

1	CS	CREDIT SUISSE SECURITIES INDONESIA	266	9,992	4,092.19	30	479	4,054.80	9,513	10,471
2	DX	BAHANA SECURITIES	136	3,828	4,094.12	5	263	4,096.20	3,565	4,091
3	RX	MACQUARIE SECURITIES INDONESIA	34	2,789	4,091.04	-	-	-	2,789	2,789
4	KZ	CLSA INDONESIA	7	2,000	4,100.00	-	-	-	2,000	2,000
5	ZP	KIM ENG SEKURITAS	44	1,201	4,091.92	4	59	4,098.31	1,142	1,260
6	AK	UBS SECURITIES INDONESIA	20	32,356	4,034.37	5	31,609	4,033.09	747	63,965
63	DB	DEUTSCHE SECURITIES INDONESIA	35	5,718	4,090.15	98	12,961	4,095.46	-7,243	18,679

Laba Bersih Timah Melonjak 633%

PT Timah Tbk, produsen timah terbesar Indonesia, berhasil membukukan lonjakan laba bersih sebesar 633,% dari Rp 42,8 miliar pada semester I-2009 menjadi Rp 314 miliar.

Demikian disampaikan Menteri BUMN Mustafa Abubakar di Jakarta, Jumat (13/8).

Menyusul beredarnya kabar soal kinerja TINS yang mengesankan itu, harga saham TINS naik Rp 75 menjadi Rp 2.425. Aksi beli banyak dilakukan oleh CIMB-GK Securities dengan memborong 19.305 lot di harga rata-rata Rp 2.400. Selain itu, Nusadana Capital Indonesia membeli 3.879 lot di harga Rp 2.396 dan Credit Suisse Securities Indonesia membeli 2.525 lot di harga Rp 2.390 tanpa menjual sama sekali.

Broker JP Morgan Securities Indonesia dan Merrill Lynch menjadi broker penjual terbesar. Merrill Lynch menjual 14.041 lot di harga rp 2.395 dan JP Morgan menjual 6.059 lot di harga Rp 2.399.

1	YU	CIMB-GK SECURITIES INDONESIA	172	19,305	2,400.14	35	1,120	2,354.24	18,185	20,425
2	DR	NUSADANA CAPITAL INDONESIA	64	3,879	2,396.33	13	895	2,372.35	2,984	4,774
3	CS	CREDIT SUISSE SECURITIES INDONESIA	32	2,525	2,390.89	-	-	-	2,525	2,525
80	BK	J.P MORGAN SECURITIES INDONESIA	11	149	2,425.00	73	6,059	2,399.67	-5,910	6,208
81	ML	MERRILL LYNCH INDONESIA	-	-	-	313	14,041	2,395.71	-14,041	14,041

 

Investor Asing Lewat JP Morgan dan Deutsche Borong GJTL

Investor asing terus memburu saham PT Gajah Tunggal Tbk melalui broker JP Morgan Securities Indonesia dan Deutsche Securities Indonesia. Akibat aksi ini, harga saham GJTL naik Rp 120 menjadi Rp 1.480 sekaligus rekor tertinggi saham ini.

JP Morgan memborong 23 ribu lot saham GJTL di harga Rp 1.420 oleh 183 nasabah dan hanya menjual 393 lot. Deutsche Securities juga membeli 20.819 lot di harga Rp 1.446.

Aksi kedua broker ini juga diikuti oleh CIMB-GK Securities Indonesia dengan membeli 25.502 lot di harga Rp 1.467 dan Phillip Securities Indonesia dengan memborong 38.989 lot namun melepas 31.431 lot, sehingga membukukan net buying 7.558 lot.

1	BK	J.P MORGAN SECURITIES INDONESIA	183	23,000	1,420.59	17	393	1,451.60	22,607	23,393
2	DB	DEUTSCHE SECURITIES INDONESIA	181	20,819	1,446.67	60	4,000	1,415.75	16,819	24,819
3	YU	CIMB-GK SECURITIES INDONESIA	207	25,502	1,467.28	94	10,323	1,439.89	15,179	35,825
4	KK	PHILLIP SECURITIES INDONESIA	440	38,989	1,452.48	208	31,431	1,462.85	7,558	70,420

 

Deutsche Securities Borong Saham BJBR

Investor asing yang menjadi klien Deutsche Securities Indonesia memborong 32.952 lot saham PT Bank BJBR Tbk (BJBR) sebanyak 32.952 lot di harga rata-rata Rp 1.285 tanpa menjual sama sekali.

Aksi ini membuat harga saham BJBR naik Rp 30 menjadi Rp 1.300. Selain Deutsche, Phillip Securities juga membeli 10.358 lot saham ini di harga rata-rata Rp 1.295.

UOB Kay Hian Securities membeli 4.127 di harga Rp 1.280 dan CLSA Indonesia juga turut membeli 2.924 lot di harga Rp 1.288 tanpa menjual sama sekali.

Broker penjual terbanyak adalah Macquarie Securities Indonesia dan Andalan Artha Advisindo Sekuritas. Macquarie membuang 25.506 lot saham ini di harga Rp 1.281 diikuti oleh AAA Sekuritas sebanyak 4.214 lot di harga Rp 1.295.

1	DB	DEUTSCHE SECURITIES INDONESIA	292	32,952	1,285.75	-	-	-	32,952	32,952
2	KK	PHILLIP SECURITIES INDONESIA	115	10,358	1,295.45	65	1,511	1,291.58	8,847	11,869
3	AI	UOB KAY HIAN SECURITIES	23	4,127	1,280.97	4	910	1,300.00	3,217	5,037
4	KZ	CLSA INDONESIA	41	2,924	1,288.82	-	-	-	2,924	2,924
73	BJ	ANDALAN ARTHA ADVISINDO SEKURITAS	-	-	-	67	4,214	1,295.18	-4,214	4,214
74	RX	MACQUARIE SECURITIES INDONESIA	-	-	-	144	25,506	1,281.84	-25,506	25,506