ABN AMRO Terus Akumulasi Saham ROTI

Investor asing melalui ABN AMRO Asia Securities Indonesia masih mengakumulasi saham Nippon Indosari Corpindo (ROTI), dengan volume 1.741 lot. Sebanyak 1.645 dibeli oleh investor asing melalui pasar negosiasi dari broker CIMB-GK Sekuritas.

Selain melalui ABN AMRO, aksi beli investor asing juga dilakukan melalui broker Deutsche Securities Indonesia dengan membeli 1.230 lot, tanpa menjual sama sekali, di harga Rp 3.151.

Akibatnya, harga saham ROTI berhasil naik Rp 125 menjadi Rp 3.200. Harga saham ROTI pernah mencapai rekor tertingginya di Rp 3.375.
 

1	HG	ABN AMRO ASIA SECURITIES INDONESIA	9	1,741	3,092.94	-	-	-	1,741	1,741
2	DB	DEUTSCHE SECURITIES INDONESIA	15	1,230	3,151.73	-	-	-	1,230	1,230
3	HD	HORTUS DANAVEST TBK.	9	114	3,196.93	-	-	-	114	114
4	OD	DANAREKSA SEKURITAS	9	113	3,172.35	2	2	3,100.00	111	115
5	SM	MILLENIUM DANATAMA SEKURITAS	6	89	3,125.00	-	-	-	89	89

26	CS	CREDIT SUISSE SECURITIES INDONESIA	-	-	-	1	130	3,150.00	-130	130
27	DP	DBS VICKERS SECURITIES INDONESIA	-	-	-	1	244	3,150.00	-244	244
28	YU	CIMB-GK SECURITIES INDONESIA	-	-	-	23	2,725	3,116.30	-2,725	2,725

JP Morgan Borong 22 Ribu Lot Saham Holcim Indonesia

Investor asing melalui JP Morgan memborong 22.475 lot saham Holcim Indonesia (SMCB) di harga rata-rata Rp 2.274 tanpa menjual sama sekali. Aksi beli ini berhasil menarik minat beli investor lokal seperti Danareksa Sekuritas yang turut membeli 16.661 lot dan Panin Sekuritas 4.705 lot.


Akibatnya, harga saham SMCB naik Rp 75 menjadi Rp 2.300. Harga saham SMCB selama ini selalu bergerak di kisaran Rp 2.200 hingga Rp 2.525.
 

1	BK	J.P MORGAN SECURITIES INDONESIA	166	22,475	2,274.02	-	-	-	22,475	22,475
2	OD	DANAREKSA SEKURITAS	232	16,661	2,274.71	20	1,218	2,262.85	15,443	17,879
3	GR	PANIN SEKURITAS TBK.	49	4,705	2,277.60	20	529	2,251.61	4,176	5,234
4	ZP	KIM ENG SEKURITAS	38	2,512	2,266.04	1	47	2,275.00	2,465	2,559
5	DR	NUSADANA CAPITAL INDONESIA	17	3,060	2,275.00	33	2,181	2,274.43	879	5,241

59	DB	DEUTSCHE SECURITIES INDONESIA	-	-	-	37	2,000	2,300.00	-2,000	2,000
60	RX	MACQUARIE SECURITIES INDONESIA	-	-	-	37	3,171	2,275.00	-3,171	3,171
61	AI	UOB KAY HIAN SECURITIES	16	1,205	2,276.76	168	13,732	2,270.34	-12,527	14,937
62	ML	MERRILL LYNCH INDONESIA	-	-	-	254	28,278	2,275.00	-28,278	28,278

Investor Lokal Borong 62 Ribu Lot Saham Adaro Energy

Investor lokal melalui BNP Paribas Peregrine memborong 62 ribu lot saham Adaro Energy. Sedangkan aksi beli investor asing terhadap saham ini berada di peringkat kedua dan ketiga, yakni melalui broker Credit Suisse Securities Indonesia yang memborong 40.864 lot dan UBS Securities Indonesia 41.070 lot.

Harga saham ADRO berhasil ditutup naik Rp 75 menjadi Rp 2.225 mendekati level tertinggi dalam setahun terakhir di posisi Rp 2.300. Jika berhasil ditembus angka Rp 2.300, saham ini bakal melaju terus mendekati Rp 2.500.

Naiknya harga minyak dunia yang tembus US$ 85 per barel mendorong harga batubara terus naik dan kini berada di sekitar US$ 100/ton. Namun, produksi batubara dan laba bersih Adaro Energy pada kuartal III-2010 tercatat menurun.
 

1	BW	BNP PARIBAS PEREGRINE	311	62,000	2,199.19	9	625	2,224.00	61,375	62,625
2	CS	CREDIT SUISSE SECURITIES INDONESIA	549	40,864	2,201.73	5	2,390	2,200.00	38,474	43,254
3	AK	UBS SECURITIES INDONESIA	150	41,070	2,196.32	137	9,581	2,210.44	31,489	50,651
4	LG	TRIMEGAH SECURITIES TBK.	126	25,187	2,200.07	42	1,286	2,202.04	23,901	26,473
5	DB	DEUTSCHE SECURITIES INDONESIA	38	11,704	2,195.73	3	38	2,175.00	11,666	11,742

94	KZ	CLSA INDONESIA	8	2,500	2,190.00	75	27,517	2,200.92	-25,017	30,017
95	DP	DBS VICKERS SECURITIES INDONESIA	-	-	-	34	27,624	2,199.65	-27,624	27,624
96	YU	CIMB-GK SECURITIES INDONESIA	39	5,200	2,200.00	152	70,179	2,195.92	-64,979	75,379

Merrill Lynch Borong 120 Ribu Lot Saham ELTY

Investor asing melalui Merrill Lynch memborong 120 ribu lot saham Bakrieland Development (ELTY) di harga rata-rata Rp 161, tanpa menjual sama sekali. Selain itu, investor asing juga tampak membeli melalui broker DBS Vickers Securities Indonesia sebanyak 40 ribu lot di harga rata-rata Rp 161.


Kedua pembelian oleh investor asing ini tampak disertai aksi jual sama sekali. Ini menandakan fase akumulasi sedang dilakukan. Sedangkan aksi jual masih diwarnai oleh investor asing melalui broker UBS Securities Indonesia yang melepas 40 ribu lot pada menit-menit terakhir perdagangan, yakni mulai pukul 15:13.

1	ML	MERRILL LYNCH INDONESIA	138	120,000	161.70	-	-	-	120,000	120,000
2	CP	VALBURY ASIA SECURITIES	125	69,841	161.94	24	8,350	161.91	61,491	78,191
3	DP	DBS VICKERS SECURITIES INDONESIA	54	40,000	161.80	-	-	-	40,000	40,000
4	FS	AMCAPITAL INDONESIA	53	24,273	162.01	22	2,201	162.05	22,072	26,474
5	RF	BUANA CAPITAL	59	20,080	163.00	2	250	161.20	19,830	20,330
6	DB	DEUTSCHE SECURITIES INDONESIA	25	11,080	161.00	-	-	-	11,080	11,080

87	KI	CIPTADANA SECURITIES	8	1,891	161.95	86	26,205	162.00	-24,314	28,096
88	YJ	LAUTANDHANA SECURINDO	37	24,600	161.94	66	57,806	162.03	-33,206	82,406
89	AK	UBS SECURITIES INDONESIA	-	-	-	36	40,000	161.51	-40,000	40,000

Saham Telkom Masih Tertekan, Meski Animo Beli Asing Mulai Ada

Setelah mengalami tekanan jual luar biasa oleh investor asing, animo investor asing terhadap saham PT Telekomunikasi Indonesia TLKM) mulai ada. Hal ini terlihat dari pembelian oleh CIMB-GK Securities Indonesia (sebagian lokal) dengan volume sebanyak 15.780 lot. Investor asing lainnya membeli melalui Macquarie Securities Indonesia, namun sifatnya trading semata. Macquarie membeli 17.035 lot dan menjual 11.857 lot.

Selebihnya, investor asing masih dominan menjual saham TLKM. Dipimpin oleh Merrill Lynch Indonesia yang melepas 65.857 lot, Credit Suisse Securities Indonesia 34.660 lot, dan UBS Securities Indonesia 13.969 lot. Akibatnya, harga saham TLKM sempat turun ke Rp 7.900 (kejadian 1.518 lot) namun akhirnya naik Rp 50 menjadi Rp 8.100. Inipun karena ada upaya mengangkat saham TLKM pada menit-menit terakhir, mulai dari menit 15:54 dari Rp 8.000 menjadi Rp 8.050 dan akhirnya ke Rp 8.100. 

1	DX	BAHANA SECURITIES	167	15,249	8,052.54	47	2,297	8,029.97	12,952	17,546
2	YU	CIMB-GK SECURITIES INDONESIA	292	15,780	8,069.29	120	3,380	7,992.59	12,400	19,160
3	KK	PHILLIP SECURITIES INDONESIA	299	6,717	8,076.43	87	662	8,051.96	6,055	7,379
4	DR	NUSADANA CAPITAL INDONESIA	243	7,037	8,048.42	68	1,061	8,061.88	5,976	8,098
5	RX	MACQUARIE SECURITIES INDONESIA	97	17,035	8,069.78	22	11,857	8,083.76	5,178	28,892

107	AK	UBS SECURITIES INDONESIA	7	4,839	8,303.66	234	13,869	8,117.39	-9,030	18,708
108	CS	CREDIT SUISSE SECURITIES INDONESIA	195	3,386	8,029.43	1140	34,660	8,038.91	-31,274	38,046
109	ML	MERRILL LYNCH INDONESIA	30	6,621	8,004.69	1888	65,857	8,035.86	-59,236	72,478

UBS Securities Borong 63 Ribu Lot Saham PGAS

Investor asing terus memburu saham Perusahaan Gas Negara. Dimotori oleh UBS Securities Indonesia yang memborong 62.669 lot yang membeli di harga rata-rata Rp 4.272. Akibatnya, harga saham PGAS untuk pertama kalinya sejak 5 April 2010 ditutup di Rp 4.325 atau naik Rp 175 (4,22%).


Harga saham PGAS pernah mencapai harga tertinggi Rp 4.400 pada 25 Maret 2010 dan Rp 4.350 pada 1 April 2010. Selain UBS, investor asing lainnya yang memburu saham PGAS adalah CIMB-GK Securities sebanyak 13.906 lot, Macquarie Securities Indonesia 9.472 lot, Credit Suisse Securities Indonesia 9.241 lot, dan DBS Vickers Securities Indonesia 9.266 lot.


Dengan ditutup pada posisi Rp 4.325 berarti saham PGAS sudah berhasil menembus angka psikologis di Rp 4.250. Kondisi ini menunjukkan saham PGAS sedang dalam tren naik dengan target harga Rp 4.500 tahap pertama dan tahap kedua Rp 4.800.

1	AK	UBS SECURITIES INDONESIA	922	62,669	4,272.40	2	2,728	4,250.00	59,941	65,397
2	ZP	KIM ENG SEKURITAS	501	40,045	4,285.59	78	9,220	4,318.60	30,825	49,265
3	YU	CIMB-GK SECURITIES INDONESIA	88	13,906	4,278.92	55	3,598	4,286.33	10,308	17,504
4	RX	MACQUARIE SECURITIES INDONESIA	200	9,472	4,273.09	-	-	-	9,472	9,472
5	CS	CREDIT SUISSE SECURITIES INDONESIA	375	9,241	4,275.86	3	510	4,231.13	8,731	9,751
6	DP	DBS VICKERS SECURITIES INDONESIA	89	9,266	4,290.66	40	3,970	4,279.28	5,296	13,236

103	OD	DANAREKSA SEKURITAS	37	2,271	4,287.37	279	10,798	4,278.03	-8,527	13,069
104	NI	BNI SECURITIES	28	513	4,266.23	238	10,215	4,278.94	-9,702	10,728
105	DX	BAHANA SECURITIES	66	7,956	4,289.44	113	28,192	4,249.58	-20,236	36,148
106	DR	NUSADANA CAPITAL INDONESIA	86	5,398	4,263.11	123	33,910	4,292.94	-28,512	39,308

Wal-Mart eyes bid for Indonesia Matahari units-sources

* Strong line-up for Matahari assets

* Bankers estimates deal to fetch between $800 mln-$1 bln

* Matahari shares up 70 pct in 2010, outpacing broader market

Wal-Mart Stores Inc (WMT.N), the world's top retailer, has joined the race to buy Indonesian retailer Matahari's (MPPA.JK) hypermarket business, stirring up competition for the $1 billion auction in Southeast Asia's biggest economy.

Wal-Mart is stepping up international growth especially in the wake of more than a year of declining U.S. same-store sales at its namesake stores.

Sources told Reuters on Thursday that Wal-Mart has hired Barclays Capital (BARC.L) to advise it on the transaction. The mandate is a coup for Barclays, which is building up its investment banking business.

Matahari is selling Hypermart, Indonesia's second-biggest hypermart chain after PT Carrefour Indonesia, to focus on its core healthcare and property assets.

One banker said he expects the deal to fetch between $800 million to $1 billion.

Wal-Mart is expected to compete in the auction with South Korea's Lotte Shopping (023530.KS) and private equity fund Carlyle Group [CYL.UL].

The auction provides an opportunity to buyout funds and global and regional retailers to get a foothold in Indonesia, where consumer spending is expected to rise alone with strong economic growth.

Matahari shares are up about 70 percent in 2010, reflecting some of those growth expectations, far outpacing a 42 percent rise in benchmark Jakarta stock index. 

It was unclear whether Wal-Mart had submitted a formal offer. Sources previously told Reuters that Lotte and Carlyle have submitted first-round bids. Source were not allowed to speak on the record because details of the auction remain private.

Wal-Mart did not respond to phone calls seeking comment, while Barclays Capital declined to comment.

Bank of America (BAC.N), which is advising Matahari on the deal, was not available for comment.

A strong line-up for Matahari's auction comes ahead of Friday's deadline set by French retailer Carrefour (CARR.PA) for the planned sale of its Southeast Asian assets in a $1 billion deal.

Japan's biggest retailer Aeon Ltd (8267.T) and private equity group Navis Capital are likely to submit second-round bids, sources previously told Reuters. Source: Reuters