International Coal Ventures Pvt Ltd (ICVL), set up by a clutch of PSUs to acquire overseas coal resources, has invited expressions of interest (EoI) from global consultants to conduct a feasibility study for an integrated steel plant in Indonesia. The last date for submitting the bids to the tender is July 19, 2011. ICVL has recently initiated talks to set up a three million tonne (mt) steel plant in Indonesia alongwith the SAIL at a total investment of 15,000 crore.
For ICVL, a special purpose vehicle set up by the government to acquire coal companies, mines assets and blocks abroad, this marks perhaps the first tangible progress in pursuing an overseas mineral project. While the company has bid for a few assets across the world it has not been able to close any deal so far despite having an acquisition kitty of close to 10,000 crore. The latest project is, in fact, part of growing bilateral economic relations between India and Indonesia. Earlier, ICVL had signed a MoU for developing mineral assets and processing units in central Kalimantan.
ICVL is promoted by steel majors Steel Authority of India Ltd , Rashtriya Ispat Nigam Ltd ( RINL), large miners like Coal India and NMDC Ltd and power giant NTPC Ltd. Its main objective is to supplement the current shortfall in coking coal estimated to be around 80 MT.
The feasibility study will be conducted initially in two stages, according to the tender called by ICVL.
A pre-feasibility study in stage one will be followed by a detailed feasibility study for the project in the second stage. ICVL wants to appoint a global consultant to conduct a study for mineral deposits. The consultant will also prepare a conceptual report on an integrated steel plant in Central Kalimantan. The consultant will be required to formulate a strategy for setting up a high capacity coking coal mine, iron ore, limestone and dolomite mines at prospective locations identified in Central Kalimantan province of Indonesia.
The consultant will also have to offer strategy inputs on logistics support, arrangements for flow of raw materials in Central Kalimantan and flow of surplus raw materials to India, infrastructure support and arrangements for transportation of finished goods. After discussing the strategy with ICVL, the consultant will be asked to take up exploration job.
For the steel plant the consultant would take up topographical survey, soil testing, as well as land survey and land permit. Source: Economic Times
Monday, June 27, 2011
Saham-saham yang dominan dibeli asing, 24 Juni 2011
Saham-saham yang dominan dibeli asing, Jumat 24 Juni 2011.
Kode saham Volume Jual Beli
| AALI | 1.028.000 | 486.000 | 640.500 |
| ACES | 17.500 | 0 | 17.500 |
| ADHI | 3.401.000 | 0 | 55.000 |
| ADRO | 32.325.000 | 7.291.000 | 15.892.000 |
| AKRA | 18.023.500 | 4.567.000 | 9.223.000 |
| ANTM | 18.631.000 | 1.255.500 | 4.585.500 |
| ASGR | 7.057.000 | 50.000 | 559.500 |
| ASII | 2.960.000 | 802.500 | 2.017.500 |
| AUTO | 551.500 | 5.000 | 25.000 |
| BBCA | 14.550.500 | 7.613.500 | 7.806.500 |
| BBLD | 365.000 | 0 | 200.000 |
| BBNI | 18.345.000 | 2.212.000 | 6.460.500 |
| BBRI | 23.044.000 | 667.500 | 15.452.000 |
| BBTN | 21.739.000 | 24.500 | 11.430.000 |
| BDMN | 2.310.000 | 533.000 | 1.579.000 |
| BHIT | 43.941.000 | 5.750.000 | 14.197.500 |
| BIPI | 9.330.000 | 0 | 3.074.500 |
| BISI | 4.307.500 | 0 | 300.000 |
| BJBR | 18.519.500 | 55.000 | 2.125.000 |
| BMRI | 17.992.500 | 3.604.000 | 7.597.000 |
| BNII | 720.500 | 105.000 | 220.000 |
| BSDE | 8.387.000 | 0 | 5.087.000 |
| BTEL | 19.420.500 | 1.982.500 | 3.109.000 |
| BYAN | 275.500 | 135.000 | 200.500 |
| CMNP | 11.597.500 | 42.500 | 1.474.000 |
| CPIN | 27.827.000 | 2.804.500 | 16.936.500 |
| DILD | 4.842.500 | 447.000 | 1.775.000 |
| DOID | 14.820.500 | 12.500 | 2.805.000 |
| DSSA | 53.500 | 0 | 26.000 |
| EKAD | 48.041.500 | 125.000 | 774.000 |
| ELSA | 9.253.000 | 0 | 4.079.000 |
| EMDE | 9.970.500 | 0 | 5.500.000 |
| ENRG | 340.706.000 | 7.250.000 | 66.927.500 |
| FISH | 138.000 | 0 | 129.000 |
| GGRM | 663.000 | 200.000 | 467.000 |
| GJTL | 4.283.000 | 361.500 | 1.339.500 |
| HEXA | 285.500 | 0 | 87.500 |
| HRUM | 3.073.500 | 108.500 | 1.210.500 |
| ICBP | 6.876.500 | 1.214.500 | 1.599.500 |
| IMAS | 637.000 | 0 | 105.000 |
| INCO | 2.519.000 | 504.000 | 690.000 |
| INDF | 7.488.000 | 663.000 | 4.259.000 |
| INDY | 5.140.000 | 146.000 | 2.019.500 |
| INTP | 2.987.500 | 648.000 | 2.393.500 |
| IPOL | 95.701.000 | 1.562.500 | 7.500.000 |
| ISAT | 6.967.000 | 1.949.500 | 4.131.500 |
| KAEF | 116.798.000 | 750.000 | 9.719.500 |
| KIAS | 387.500 | 0 | 7.500 |
| KIJA | 29.824.500 | 0 | 9.500.000 |
| KKGI | 148.500 | 60.000 | 128.500 |
| KLBF | 11.834.500 | 762.500 | 2.770.000 |
| KRAS | 12.352.000 | 0 | 100.000 |
| KREN | 8.984.000 | 0 | 10.000 |
| LPKR | 180.654.000 | 12.563.500 | 71.983.000 |
| LSIP | 15.357.000 | 2.372.500 | 3.089.000 |
| MAIN | 3.794.500 | 0 | 17.500 |
| MAPI | 1.654.500 | 434.000 | 880.500 |
| MASA | 9.372.000 | 651.500 | 740.000 |
| MIDI | 334.000 | 0 | 9.500 |
| MIRA | 76.851.000 | 0 | 500.000 |
| MYOR | 240.000 | 62.500 | 127.500 |
| PBRX | 16.941.500 | 0 | 500.000 |
| PGAS | 19.639.500 | 12.039.500 | 13.238.000 |
| POLY | 15.485.500 | 0 | 320.000 |
| PTPP | 3.496.000 | 0 | 1.209.000 |
| PTSP | 102.000 | 0 | 50.000 |
| PWON | 8.527.000 | 0 | 85.500 |
| RALS | 906.000 | 0 | 649.500 |
| SCMA | 55.500 | 1.000 | 43.000 |
| SGRO | 5.253.500 | 0 | 619.000 |
| SIMP | 26.852.000 | 500 | 20.698.000 |
| SMGR | 2.223.000 | 244.500 | 1.206.500 |
| TBIG | 2.177.500 | 513.000 | 633.000 |
| TBLA | 3.123.500 | 0 | 337.500 |
| TLKM | 15.086.500 | 5.024.500 | 7.965.500 |
| TURI | 38.791.500 | 410.000 | 10.804.000 |
| UNSP | 61.464.000 | 5.000.000 | 8.406.000 |
| UNTR | 4.289.500 | 202.000 | 1.345.500 |
| UNVR | 2.599.000 | 349.500 | 1.121.500 |
| WIKA | 2.415.500 | 0 | 1.304.500 |
| WINS | 7.001.000 | 0 | 600.000 |
Rekomendasi HD Capital, 27 Juni 2011
Rekomendasi HD Capital untuk perdagangan Senin, 27 Juni 2011.
BUY: (ITMG, BBRI, GJTL, TLKM)
- Koreksi minor akibat imbas regional dapat digunakan sebagai kesempatan memposisikan diri untuk technical rebound yanga akan menembus all time high IHSG di 3.880.
- Dalam proses mendekati all time high, biasanya emiten lapis dua dengan fundamental yang kuat mulai aktif.
- IHSG close (24-06) 3.848.56(+24.91/+0.65%) (Val.Rp.3.4T)
- Support: 3.810-3.770, Resistance: 3,880-3.950
Stock picks:
1. Indo Tambang Raya (ITMG) (BUY) (Target Rp 46.000) (Close 24/06 Rp 44.900)
- Kenaikan harga batubara New Castle ke $121/ton dari $119 dan penurunan minyak mentah (hal ini menurunkan harga diesel yang dipakai dalam proses produksi dan transportasi batubara) sangat menguntungkan bahwa ITMG yang mayoritas pangsa ekspor dan mempunyai biaya produksi yang paling mahal di sektornya.
- Entry (1) Rp 44.500, Entry (2) Rp 44.000, Cut loss point: Rp 43.400
2. Bank BRI (BBRI) (BUY): (Target: Rp 6.600) (Close 22/06 Rp 6.350)
- Bila terjadi pullback akibat imbas sentimen regional yang terkoreksi mendekati lower end formasi triangle rekomen akumulasi untuk antisipasi breakout yang akan terjadi dengan target proyeksi Rp 6.600.
- Entry: (1) Rp 6.350, Entry (2) Rp 6.250, Cut loss point: Rp 6.150
3. Gajah Tunggal (GJTL) (BUY): (Target: Rp 3.250) (Close 24/06 Rp 3.050)
- Valuasi PER 2011 (7x) dan profitabilitas persero cukup tinggi (ROE 2011 23%) membuat GJTL menjadi pilihan saham lapis dua yang kudu di akumulasi menjelang proses perjalanan IHSG untuk mendekati atau menembus all time high di 3.880.
- Entry: (1) Rp 3.000, Entry (2) Rp 2.925, Cut loss point: Rp 2.825
4. Telekomunikasi Indonesia (TLKM) (BUY): (Target: Rp 7.450) (Close 24/06 Rp 7.250)
- Program buy back saham oleh pemerintah di big cap index dengan valuasi PER 2011 termurah (9x) dapat menahan downside bila terjadi koreksi sehingga rekomen akumulasi untuk proses penutupan price gap atas di Rp 7.400.
- Entry: (1) Rp 7.150, Entry (2) Rp 6.950, Cut loss point: Rp 6.850
Dibuat oleh:
Yuganur Wijanarko
Senior Research HD Capital (Yuganur@hdx.co.id)
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