PT Jaya Pari Steel Tbk (JPRS) pada kuartal I-2011 berhasil membukukan lonjakan laba bersih hingga 100,6% menjadi Rp 23,93 miliar dari tahun lalu Rp 11,93 miliar.
Lonjakan laba bersih ini tidak terlepas dari peningkatan drastis pendapatan perseroan sebesar 168,55% menjadi Rp 234,86 miliar dibandingkan dengan Rp 87,46 miliar pada kuartal I-2010.
Seiring dengan kenaikan pendapatan bersih, beban pokok penjualan naik 189,96% menjadi Rp 197,14 miliar dari Rp 67,99 miliar. Laba kotor naik 93,78% menjadi Rp 37,73 miliar dari Rp 19,47 miliar.
Wednesday, June 1, 2011
Saham-Saham yang Dominan Dibeli Asing, 31 Mei 2011
Saham-saham yang dominan dibeli asing, Selasa 31 Mei 2011.
Kode Saham Volume Jual Beli
| AALI | 1.376.500 | 127.000 | 536.000 |
| ADRO | 319.769.000 | 97.249.500 | 174.889.000 |
| AKRA | 23.057.000 | 502.500 | 6.142.500 |
| APLN | 49.678.500 | 940.000 | 31.439.500 |
| ASII | 5.592.000 | 2.782.000 | 4.102.000 |
| ASRI | 161.173.000 | 48.092.500 | 57.448.000 |
| BBKP | 46.524.000 | 0 | 2.974.500 |
| BBNI | 24.004.500 | 4.780.000 | 7.306.000 |
| BBRI | 36.828.500 | 5.610.500 | 9.206.500 |
| BHIT | 666.452.000 | 58.806.500 | 146.737.000 |
| BIPI | 15.185.000 | 0 | 5.908.000 |
| BJBR | 20.948.000 | 12.500 | 1.902.500 |
| BKSL | 41.824.500 | 0 | 8.958.500 |
| BKSW | 106.500 | 0 | 90.000 |
| BLTA | 17.959.500 | 0 | 2.764.000 |
| BMRI | 32.408.000 | 6.795.500 | 19.329.500 |
| BMTR | 31.557.500 | 127.500 | 2.506.500 |
| BNBA | 120.000 | 0 | 11.500 |
| BNBR | 883.811.500 | 6.488.500 | 220.400.500 |
| BNGA | 831.000 | 59.000 | 100.000 |
| BNII | 352.000 | 30.000 | 125.000 |
| BRAU | 97.589.000 | 0 | 4.158.000 |
| BRMS | 8.291.500 | 0 | 2.750.500 |
| BRPT | 5.156.500 | 140.500 | 554.500 |
| BTEL | 46.732.000 | 967.500 | 30.026.500 |
| BTPN | 312.000 | 0 | 20.000 |
| BULL | 35.896.000 | 2.629.000 | 8.000.000 |
| BVIC | 369.000 | 0 | 50.000 |
| BWPT | 5.724.000 | 767.500 | 1.367.500 |
| BYAN | 36.500 | 0 | 26.500 |
| CPIN | 19.233.000 | 1.366.000 | 4.661.500 |
| CTRA | 8.145.000 | 1.905.500 | 5.484.000 |
| CTRP | 4.424.000 | 91.500 | 946.500 |
| DAVO | 29.405.500 | 0 | 15.000.000 |
| DEWA | 360.986.000 | 3.500.000 | 16.259.000 |
| EKAD | 5.003.500 | 0 | 9.000 |
| ELSA | 29.433.500 | 0 | 1.266.000 |
| ELTY | 699.704.000 | 612.500 | 15.155.000 |
| EMDE | 25.664.000 | 0 | 600.000 |
| EMTK | 102.000 | 0 | 43.500 |
| ENRG | 674.894.500 | 7.891.500 | 38.475.000 |
| EXCL | 67.772.000 | 18.371.500 | 52.069.500 |
| FASW | 984.500 | 50.000 | 75.000 |
| GDST | 82.790.000 | 768.500 | 6.923.500 |
| GIAA | 43.666.000 | 90.000 | 33.634.500 |
| HEXA | 253.000 | 64.500 | 199.000 |
| ICBP | 6.614.500 | 1.915.500 | 2.605.000 |
| INDY | 12.126.000 | 5.619.500 | 8.506.000 |
| INKP | 4.656.000 | 281.000 | 640.500 |
| INRU | 225.500 | 0 | 217.500 |
| INTA | 9.149.500 | 28.000 | 900.000 |
| IPOL | 73.837.000 | 0 | 9.261.500 |
| ISAT | 4.281.500 | 2.676.500 | 3.404.000 |
| ITMG | 1.769.500 | 446.500 | 893.000 |
| JPFA | 15.050.500 | 573.000 | 5.783.500 |
| JPRS | 16.489.000 | 0 | 340.000 |
| KIJA | 5.854.000 | 0 | 2.184.000 |
| KLBF | 26.963.500 | 3.839.000 | 6.196.000 |
| KRAS | 26.949.500 | 349.500 | 19.731.000 |
| LPKR | 86.417.500 | 13.888.000 | 14.295.000 |
| MAPI | 2.221.500 | 973.500 | 1.222.500 |
| MBSS | 10.424.000 | 0 | 50.000 |
| MDRN | 396.500 | 0 | 201.000 |
| MITI | 3.954.000 | 0 | 362.000 |
| MLPL | 3.071.000 | 0 | 460.500 |
| MNCN | 24.364.500 | 7.085.500 | 9.558.500 |
| PGAS | 21.977.500 | 6.338.500 | 16.461.000 |
| PNIN | 1.247.500 | 0 | 500 |
| PNLF | 19.687.000 | 3.491.500 | 1.664.000 |
| POLY | 7.343.000 | 0 | 100.000 |
| PTPP | 5.650.500 | 1.996.500 | 3.873.500 |
| PTRO | 1.500 | 0 | 1.500 |
| PWON | 24.786.500 | 5.000 | 9.671.000 |
| RALS | 16.424.000 | 1.802.000 | 11.543.000 |
| RMBA | 210.000 | 0 | 112.500 |
| SGRO | 1.909.500 | 0 | 996.500 |
| SMCB | 14.778.500 | 330.000 | 11.744.000 |
| SMRA | 3.714.500 | 716.500 | 1.652.500 |
| SMSM | 1.797.000 | 0 | 5.000 |
| SSIA | 12.625.000 | 536.000 | 2.600.000 |
| TBIG | 9.805.500 | 1.680.000 | 5.519.500 |
| TKIM | 609.000 | 0 | 144.500 |
| TOWR | 65.500 | 0 | 6.500 |
| TPIA | 41.000 | 9.500 | 25.000 |
| TRAM | 81.235.500 | 0 | 363.500 |
| TSPC | 1.222.500 | 0 | 525.000 |
| UNSP | 145.466.500 | 6.378.000 | 9.201.500 |
| UNTR | 5.087.500 | 1.034.000 | 2.394.000 |
| WIKA | 3.325.500 | 0 | 1.639.000 |
Erry Firmansyah Jual 1,6 Juta Saham ELSA
Komisaris PT Elnusa Tbk (ELSA) Erry Firmansyah menjual 1,6 juta saham ELSA yang dimilikinya dengan posisi rugi. Ketika dibeli oleh Erry, harga saham ELSA mencapai Rp 400/saham namun pada 19 Mei 2011 saham itu dijual pada harga Rp 290/saham.
Tidak ada kejelasan kenapa Erry menjual rugi saham tersebut. Namun, sesuai ketentuan Bapepam-LK, seorang komisaris independen dilarang memiliki saham pada perusahaan yang diawasinya. Sedangkan dalam keterbukaan informasinya, Erry hanya menjelaskan tujuan penjualan saham tersebut untuk kepentingan investasi.
Tidak ada kejelasan kenapa Erry menjual rugi saham tersebut. Namun, sesuai ketentuan Bapepam-LK, seorang komisaris independen dilarang memiliki saham pada perusahaan yang diawasinya. Sedangkan dalam keterbukaan informasinya, Erry hanya menjelaskan tujuan penjualan saham tersebut untuk kepentingan investasi.
GMR bids for coal mines acquisition in Australia, Indonesia
GMR Infrastructure said it has bid for two coal assets in Australia and Indonesia, aiming to secure raw material needs for its upcoming power projects. "We have bid for one project each in Indonesia and Australia but I won't be able to give you the names as we have signed confidentiality agreements," GMR Group Chief Financial Officer A Subba Rao told media over the phone from Bangalore.
However, sources said GMR Group is among the shortlised bidders for Bandanna Energy's coal mines in Australia and is competing with other Indian entities like Aditya Birla Group, JSW Steel, JSPL along with some Chinese and Korean companies.
The company would soon begin the due-diligence of the asset and value of the bid could be anywhere beyond USD 1 billion, sources added. Rao, however, declined to comment.
Brisbane-based Bandanna Energy has 16 exploration permits for coal in the Bowen and Galilee Basins in Queensland and has commenced a strategic review late last year to develop three projects in Bowen basin.
GMR Group has embarked on a massive expansion plan to increase its power generation capacity to 10,000 MW by 2017 from 823 MW now. It will add 1,768 MW capacity this fiscal.
Asked about the bid for Indonesian coal mine, GMR Group CFO said, "It is a large asset, having a reserve in excess of 500 million tonnes". GMR is looking at a minority stake here.
"All I can say is that it is not a majority stake," Rao said but refused to comment any further.
Industry sources said the asset is located in Kalimantan province of Indonesia but the reserve size and company name could not be immediately verified. The GMR Group already has operations in Indonesia, from where it is planning to begin the production this year.
"We will begin with two million tonnes production initially. Ramping up the production will depend on whether we require coal here for our operations," he said.
In 2009, GMR Energy had acquired Indonesian coal company PT Barasentosa Lestari for USD 80 million and has reserves of 100 million tonne. According to Indonesian Coal Mining Association, India would become the largest importer of coal from the country, surpassing Japan and will be taking as much as 60 million tonnes to meet the rising demand.
By 2013, the coal imports from Indonesia is expected to be over 90 million tonnes, the Indonesian Coal Mining Association had recently said. Source: Economic Times
However, sources said GMR Group is among the shortlised bidders for Bandanna Energy's coal mines in Australia and is competing with other Indian entities like Aditya Birla Group, JSW Steel, JSPL along with some Chinese and Korean companies.
The company would soon begin the due-diligence of the asset and value of the bid could be anywhere beyond USD 1 billion, sources added. Rao, however, declined to comment.
Brisbane-based Bandanna Energy has 16 exploration permits for coal in the Bowen and Galilee Basins in Queensland and has commenced a strategic review late last year to develop three projects in Bowen basin.
GMR Group has embarked on a massive expansion plan to increase its power generation capacity to 10,000 MW by 2017 from 823 MW now. It will add 1,768 MW capacity this fiscal.
Asked about the bid for Indonesian coal mine, GMR Group CFO said, "It is a large asset, having a reserve in excess of 500 million tonnes". GMR is looking at a minority stake here.
"All I can say is that it is not a majority stake," Rao said but refused to comment any further.
Industry sources said the asset is located in Kalimantan province of Indonesia but the reserve size and company name could not be immediately verified. The GMR Group already has operations in Indonesia, from where it is planning to begin the production this year.
"We will begin with two million tonnes production initially. Ramping up the production will depend on whether we require coal here for our operations," he said.
In 2009, GMR Energy had acquired Indonesian coal company PT Barasentosa Lestari for USD 80 million and has reserves of 100 million tonne. According to Indonesian Coal Mining Association, India would become the largest importer of coal from the country, surpassing Japan and will be taking as much as 60 million tonnes to meet the rising demand.
By 2013, the coal imports from Indonesia is expected to be over 90 million tonnes, the Indonesian Coal Mining Association had recently said. Source: Economic Times
Rekomendasi Beberapa Sekuritas, 1 Juni 2011
Berikut rekomendasi beberapa sekuritas untuk perdagangan Rabu, 1 Juni 2011.
1. E-trading Securities
IHSG kemarin naik 10 poin (0,28%) ke level 3.836,96 setelah sempat diperdagangkan minus pada sesi pertama. Asing melakukan net buying Rp 506 miliar. Secara teknikal, MA 5 dan MA 20 berpotensi golden cross sementara indikator Stochastic masih bergerak uptrend. Hari ini, indeks diperkirakan masih dapat melanjutkan penguatannya di kisaran 3.813–3.868. Cermati CPIN, KLBF, dan MNCN.
2. Kresna Sekurindo
Stochastic yang golden cross mengindikasikan potensi penguatan IHSG untuk kembali mencetak rekor baru. Adapun pergerakannya di kisaran 3.810-3.875. ADRO dan PGAS menjadi sebagai saham pilihan kami.
3. Sinarmas Sekuritas
Pada perdagangan Rabu (1/6), secara teknikal, indeks cenderung bergerak menguat pada kisaran 3.821-3.850. Prediksi deflasi pada Mei 2011 dapat memberikan sentimen terhadap indeks. Saham-saham yang dapat diperhatikan AALI, BBNI, EXCL, SMCB.
Rekomendasi HD Capital, 1 Juni 2011
Berikut rekomendasi HD Capital untuk perdagangan Selasa, 1 Juni 2011.
BUY: (ADRO, BUMI, PGAS, TLKM
- Walaupun IHSG masih bergerak dalam kisaran sideways namun masih terlihat akumulasi oleh investor di beberapa saham selektif big cap dan second liner.
- IHSG close (31-05) 3.825.623(+1.697/+0.20%) (Val.Rp.3.4T)
- Support: 3.770-3.700, Resistance: 3,880-3.950
Stock picks:
1. Adaro Energy (ADRO) (BUY) (Target Rp 2.500) (close 31/05 Rp 2.425)
- Kualitas infrastruktur yang terbaik di seluruh sektor batubara, yang telah menjamin pertumbuhan produksi yang stabil selama 20 tahun memberikan gambaran bahwa perseroan dapat mencapai target produksi untuk sisa akhir tahun untuk produsen batubara kedua terbesar di Indonesia.
- Entry (1) Rp 2.400, Entry (2) Rp 2.350, Cut loss point: Rp 2.250
2. Bumi Resources (BUMI) (BUY): (Target: Rp 3.500) (Close 31/05: Rp 3.325)
- Ekspektasi pasar bahwa harga batubara akan meningkat sepanjang tahun akibat permintaan dari Cina dan Jepang serta berkurangnya utang dari debt restructuring dapat offset penurunan volume produksi.
- Exit (1) Rp 3.325, Entry (2) Rp 3.250, Cut-loss point: Rp 3.175
3. Perusahaan Gas Negara (PGAS) (BUY): (Target: Rp 4.225) (Close 31/05 Rp 4.050)
- Status bahan bakar gas sebagai alternatif yang lebih murah versus diesel (75%) untuk sektor industry dapat offset permasalahan suplai gas yang belum sepenuhnya terkuasai hingga kini.
- Entry: (1) Rp 4.050, Entry (2) Rp 3.975, Cut loss point: Rp 3.925
4. Telekomunikasi Indonesia (TLKM) (BUY): (Target: Rp 7.800) (Close 31/05 Rp 7.650)
- Iklim kompetisi bisnis yang lebih sehat sejak tahun lalu akan menguntungkan bagi TLKM yang memiliki jaringan telekomunikasi terbesar di Indonesia (50% dari pasar seluler mobile).
- Entry: (1) Rp 7.650, Entry (2) Rp 7.550, Cut loss point: Rp 7.450
Dibuat oleh:
Yuganur Wijanarko
Senior Research HD Capital (Yuganur@hdx.co.id)
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