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Monday, July 25, 2011

Bank Negara Indonesia says H1 net profit jumps 41 pct

Bank Negara Indonesia (BNI) , Indonesia's fourth biggest lender by assets, on Monday reported first-half net profit rose 41 percent as loan growth picked up.

The lender's first half net profit was 2.73 trillion rupiah ($320.2 million), compared with 1.93 trillion rupiah in the same period a year earlier, the bank said in a statement.

BNI's net interest income rose 5 percent to 6.1 trillion rupiah, from 5.8 trillion rupiah a year ago.

BNI shares were flat in the first half of this year, underperforming the broader market which was up five percent. ($1 = 8527 Rupiah). Source: Reuters

Nissan to invest $313 mln in expanding Indonesia factory

Nissan Motor Co , Japan's No.2 carmaker, plans to invest around $313 million to expand its existing factory in Indonesia to increase output, said Takayuki Kimura, Nissan's Indonesian chief, on Monday.

Kimura said the firm plans to more than triple its output by 2013.
This is a larger expansion than it planned last year, when Nissan said it aimed to double its car production and market share in Indonesia by 2013. Source: Reuters

Rekomendasi Beberapa Sekuritas, 25 Juli 2011

Rekomendasi beberapa sekuritas untuk perdagangan Senin, 25 Juli 2011.
1. E-Trading Securities
Pada perdagangan Jumat (22/4), IHSG naik 38 poin (0,95%) ke level 4.106, tertinggi sepanjang sejarah. Asing membukukan net buying Rp 510 miliar. Secara teknikal, IHSG telah berada dalam kondisi overbought. Hari ini indeks diperkirakan menguat terbatas di kisaran 4.068-4.153. Cermati MAPI, GJTL, dan AALI.

2. Sucorinvest Central Gani
IHSG hari ini diprediksi berfluktuasi dengan potensi profit taking pada kisaran 4.088-4.121. Short term dan long term MA terlihat bullish, sementara daily weekly MACD outperform. Tapi, kenaikan indeks pada Jumat lalu diikuti penurunan volume.  Buy BBCA, MEDC, PGAS, SGRO, SMGR, sell ELTY, INCO.

Rekomendasi HD Capital, 25 Juli 2011

Rekomendasi HD Capital untuk perdagangan Senin, 25 Juli 2011
BUY: (BMRI, BUMI, INDF, BBRI)
  • Walaupun dapat terimbas efek Dow Jones yang terkoreksi, namun beberapa saham blue chips yang turun tipis Jumat lalu di saat IHSG plus dapat melawan tren profit taking Senin ini, terutama yang mempunyai agenda corporate action (dividen), tidak mengikuti laju kenaikan IHSG Jumat lalu (melawan siklus) atau menunggu hasil laporan keuangan 1H keluar. 
  • IHSG close (22-07) 4.106.64 (+38.56/+0.84%) (Val.Rp.3.4T)
  • Support: 4.056-3.996-3.870, Resistance: 4.125-4.200
 
Stock picks:
1.     Bank Mandiri (BMRI) (BUY) (Target Rp 7.900) (Close 22/07 Rp 7.600)
  • Diperkirakan sektor perbankan akan kembali bermain untuk menahan laju penurunan IHSG akibat profit taking regional, bila dililhat secara fundamental (valuasi masih 14x PER di bawah valuasi 15x PER IHSG) dan technical (jenuh jual dan tren masih positif) BMRI cukup menarik dengan target resitance atas di Rp 7.750-7.900.
  • Entry (1) Rp 7.600, Entry (2) Rp 7.600, Cut loss point: Rp 7.450
 
2.    Bumi Resources (BUMI) (BUY): (Target: Rp 3.300) (Close 22/07 Rp 3.125)
  • Sentimen positif dari proses debt restructuring dan dividen Rp 40/saham cum 27 Juli telah mengangkat BUMI untuk tutup di atas resitance gap atas Rp 3.100 pada penutupan Jumat (weekly closing) yang secara technical signifikan untuk memberikan signal menuju resistance berikutnya di Rp 3.275 (ma 50-hari) dan Rp 3.350.
  • Entry: (1) Rp 3.100, Entry (2) Rp 3.050, Cut loss point: Rp 2.950
 
3.   Bank BRI (BBRI) (BUY): (Target: Rp 6.850) (Close 22/07 Rp 6.650)
  • Keadaan yang jenuh beli di stochastic daily yang juga sudah cross up menandakan bawah koreksi yang terjadi selama beberapa hari ini mulai kehilangan momentum negatif turun sehingga berpotensi terjadinya upward retracement menuju resistance garis down-trendline pertama di Rp 6.850.
  • Entry (1) Rp 6.600, Exit (2) Rp 6.500, Cut loss point: Rp 6.400
 
4.       Indofood Sukses Makmur  (INDF) (BUY): (Target: Rp 6.150-6.300) (Close 22/07 Rp 6.000)
  • Dividen Rp 133/saham dengan cum tanggal 26 Juli, penguatan rupiah yang mengurangi beban utang dan import cost gandum dalam US$, daya beli masyarakat tinggi yang dapat menopang kenaikan harga mie merupakan katalis positif untuk akumulasi.
  • Entry: (1) Rp 5.950, Entry (2) Rp 5.850, Cut loss point: Rp 5.750
 
 
Dibuat oleh: 
Yuganur Wijanarko
Senior Research HD Capital (Yuganur@hdx.co.id)

Saham-saham yang dominan dibeli asing, 22 Juli 2011

Saham-saham yang dominan dibeli asing, Jumat 22 Juli 2011.
Kode Saham                        Volume                  Jual                      Beli
AALI 645,500 185,000 336,500
ACES 404,500 3,500 400,000
ADHI 1,460,000 0 638,500
ADMG 106,251,500 980,000 1,305,500
ADRO 46,810,500 5,953,500 19,406,500
AISA 11,764,000 0 103,500
AMAG 7,211,500 0 300,000
AMFG 115,000 0 58,000
AMRT 16,000 0 4,000
ANTM 9,829,000 498,000 1,332,000
APLN 12,358,000 0 2,070,000
ARTI 33,674,000 0 500,000
ASBI 1,831,500 0 75,000
ASGR 584,500 0 65,500
ASII 2,265,000 1,338,500 1,646,500
BBCA 9,348,000 5,225,500 5,511,500
BBKP 26,919,000 542,000 6,750,000
BBNI 60,113,000 22,676,500 45,601,000
BBRI 51,311,500 19,720,000 30,577,000
BDMN 4,220,500 2,468,500 2,863,500
BHIT 423,562,000 42,497,000 102,720,000
BISI 7,316,000 89,500 110,000
BJBR 9,707,500 0 1,000,000
BLTA 87,760,000 15,600,000 27,001,500
BORN 30,298,500 1,967,000 3,974,500
BRAU 135,588,500 8,253,000 48,668,500
BSDE 20,513,000 7,881,000 17,402,000
BTPN 1,173,500 89,500 770,000
BULL 53,809,500 0 47,000,000
BVIC 21,833,000 0 664,500
CFIN 7,718,500 209,000 1,663,000
CMNP 28,621,500 75,000 325,000
CPIN 31,046,500 231,000 12,473,000
CTRA 25,631,000 7,519,000 11,760,500
CTRP 4,770,500 0 3,100,000
DEWA 657,125,000 5,800,000 8,016,000
EKAD 5,343,500 0 35,000
ELTY 201,507,500 0 67,608,000
EMDE 1,245,500 0 896,000
ENRG 1,017,843,500 31,522,500 180,516,000
EXCL 3,991,000 2,524,000 2,720,000
GIAA 4,876,000 0 50,000
GJTL 23,701,000 2,476,000 8,731,500
HEXA 1,076,000 306,000 454,500
ICBP 952,000 0 160,500
IMAS 4,075,000 421,500 2,574,500
INDF 4,621,000 1,444,500 1,493,500
INDY 7,483,000 372,000 4,652,500
INKP 4,641,500 1,900,000 2,460,000
INRU 40,000 0 40,000
INTA 47,955,500 0 550,000
INTP 2,884,000 1,864,000 1,961,500
IPOL 43,995,000 0 2,750,000
ISAT 2,724,500 46,500 721,000
ITMG 1,464,000 88,000 147,000
JPFA 6,205,000 273,000 905,000
JSMR 6,066,000 333,000 440,000
KAEF 7,598,000 0 2,500,000
LPCK 40,037,000 0 3,500,000
LPPS 627,500 0 30,000
LSIP 11,403,500 72,500 1,110,000
LTLS 4,496,500 135,000 233,000
MAPI 12,223,500 7,175,500 8,536,500
MBAI 40,000 0 33,500
MBSS 18,815,000 500,000 3,300,000
MEDC 14,944,000 30,500 819,500
MIDI 1,799,000 600,000 966,000
MNCN 27,892,000 10,687,500 22,388,000
MPPA 1,755,500 18,000 54,500
MYOR 224,500 11,000 137,500
NISP 42,000 0 40,000
PGAS 26,148,500 476,000 18,175,000
PNBN 14,158,000 1,339,500 3,851,000
PNLF 28,392,000 0 7,037,500
PTBA 2,088,000 81,500 689,500
PTIS 318,000 0 110,000
PTPP 6,824,000 0 500,000
ROTI 734,500 24,000 439,000
SCMA 336,000 114,000 309,500
SIMP 22,071,000 2,700,000 8,833,000
SIPD 144,544,000 450,000 15,500,000
SMAR 243,000 7,000 26,000
SMCB 3,981,500 1,424,500 2,986,500
SMMA 807,000 2,500 147,500
SMRA 10,739,500 4,054,000 4,474,000
SSIA 37,690,500 7,119,000 7,774,500
TBIG 2,002,500 1,386,500 1,873,500
TINS 12,774,500 2,025,000 9,336,000
TLKM 13,681,500 4,279,500 10,194,000
TURI 25,626,500 6,151,500 11,095,500
UNVR 889,500 220,000 660,000
WOMF 2,654,500 250,000 293,500