Franciscus Welirang Jual 12.750 Saham Indofood

Franciscus Welirang yang menjabat sebagai wakil direktur utama PT Indofood Sukses Makmur Tbk (INDF) menjual 12.750 saham INDF yang dimilikinya pada 4 Agustus 2011. Harga jualnya adalah Rp 6.500/saham.

Demikian keterbukaan informasi Franciscus Welirang kepada Bursa Efek Indonesia, hari ini.

Anak Usaha Indika Raih Kontrak US$ 746,3 Juta

Anak perusahaan PT Indika Energy Tbk (INDY), yakni PT Tripatra Engineers and Constructors (TPEC) bersama-sama dengan Samsung Engineering Co Ltd (konsorsium) telah menandatangani kontrak dengan Mobil Cepu Ltd senilai US$ 746,3 juta.

Kontrak yang ditandatangani pada 5 Agustus 2011 itu untuk pengerjaan EPC1 Production Processing Facilities yang terletak di Banyu Urip, Kabupaten Bojonegoro. "Bahwa sesuai dengan persyaratan yang ditentukan dalam kontrak dan untuk menjamin pelaksanaan pekerjaan kontrak oleh TPEC kepada Mobil Cepu Ltd, perseroan (INDY) telah menandatangani parent company guarantee tertanggal 5 Agustus 2011," jelas Corporate Secretary INDY Dedy Happy Hardi.

TPG, Hankook, Yokohama bid for Indonesia tyre maker-sources

* Salim Group, Tanuri eye over 40% stake sale for at least $200 mln-sources

* Acquisition will trigger mandatory offer for rest of shares-sources

* TPG placed bid with Northstar Pacific affiliate-sources 

Buyout firm TPG Capital, South Korea's Hankook Tire and Japan's Yokohama Rubber are among bidders for a controlling stake worth at least $200 million in Indonesian tyre maker PT Multistrada Arah Sarana , three sources told Reuters. 

Multistrada, Indonesia's No. 2 tyre maker, is controlled by one of the country's biggest conglomerates, the Salim Group, and veteran investment banker Peter Tanuri. Together they own over 44 percent of the firm through direct and indirect stakes and have effective control of the company through its board. 

An acquisition of a controlling stake by bidders would trigger a mandatory offer for the rest of the shares, which are publicly held, two of the sources said. Multistrada had a market value of about $360 million, based on Monday's close. 

The controlling shareholders have hired HSBC as adviser, and bids went in on Friday last week, two sources said.

Hankook Tire confirmed its bid in a regulatory filing on Tuesday. A decision could be made as early as this week, according to two sources with knowledge of the matter.

Sources were not authorised to speak to the media. 

Multistrada's vice president and director J Sukarman told Reuters the firm had not been informed by shareholders of any plans to sell. TPG, Salim Group and Tanuri could not immediately be reached for comment. Yokohama and HSBC declined to comment. 

Multistrada shares rose as much as 4 percent on news of the Hankook Tire bid, bucking a 1 percent fall in the benchmark Jakarta share index . 

Multistrada, which ships over 70 percent of its output to foreign markets, including the United States and Europe, produced 8.1 million tyres last year. 

Its net profit edged up to 176 billion rupiah ($21 million) last year, while revenue jumped 19 percent to 2.01 trillion rupiah, according to company accounts. 

TPG has bid jointly with its Indonesia affiliate Northstar Pacific, sources said. TPG in 2010 acquired U.S. company American Tire Distributors for $1.3 billion. ($1 = 8507.000 Indonesian Rupiah). Source: Reuters

Saham-saham yang dominan dibeli asing, 8 Agustus 2011

Saham-saham yang dominan dibeli asing, Senin 8 Agustus 2011.

Kode saham                         Volume                  Jual                      Beli

AALI	985,500	225,500	287,500
ADMG	70,742,500	9,000	3,171,500
AISA	5,844,000	0	369,000
AMAG	35,173,500	500,000	2,500,000
AUTO	2,415,500	40,500	108,500
BBKP	32,787,500	1,327,000	4,134,000
BBLD	2,268,500	0	250,000
BBTN	47,543,500	5,567,000	15,916,000
BHIT	70,715,500	502,000	5,153,000
BMTR	9,931,000	107,000	3,791,000
BNBR	783,346,500	3,695,000	28,466,000
BNGA	6,426,500	695,500	4,226,000
BPFI	220,000	0	219,000
BSIM	2,115,000	5,000	24,000
BTPN	1,576,000	60,000	168,500
BUDI	5,850,000	0	3,018,000
BVIC	43,930,000	0	250,000
BWPT	13,330,000	8,087,000	10,774,000
BYAN	139,000	88,500	135,000
CLPI	8,168,500	0	2,105,000
CMNP	36,321,000	2,747,000	5,109,500
CTRA	20,624,000	1,371,000	2,317,500
CTRS	7,848,000	10,000	1,000,000
DEWA	366,878,500	1,190,000	5,153,500
DILD	12,523,500	114,500	1,020,000
ELTY	481,254,500	40,182,000	78,585,000
EMDE	9,853,000	2,033,500	3,078,500
EMTK	153,000	0	148,000
ENRG	916,703,000	28,932,000	38,600,000
EPMT	279,500	0	200,000
GPRA	15,105,000	0	29,000
GZCO	5,797,000	0	2,258,500
HEXA	1,419,000	311,000	1,083,500
IGAR	2,777,500	0	93,000
INCO	18,175,500	942,500	4,468,500
INTA	62,743,500	15,000	4,195,000
INVS	418,000	163,500	271,500
IPOL	66,154,500	0	11,500,000
ISAT	2,559,000	950,000	1,698,500
JAWA	12,367,500	685,000	2,000,000
JPFA	7,527,500	289,000	1,688,500
JPRS	3,320,500	0	342,500
KIAS	2,710,000	0	72,500
KKGI	669,000	38,000	175,500
KRAS	62,572,500	475,000	10,732,500
LPCK	40,734,500	172,000	5,647,000
LSIP	24,060,500	10,067,000	12,873,000
LTLS	793,000	0	13,000
MAIN	12,697,500	0	268,000
MASA	50,822,000	193,000	8,429,500
MDRN	325,000	21,000	141,000
META	9,413,000	0	378,000
MITI	19,092,500	0	5,000,000
MNCN	15,181,500	1,859,500	7,898,500
MPPA	6,060,000	100,500	106,000
MTLA	3,472,500	0	3,000,000
MYOR	475,500	122,500	206,000
NISP	60,000	0	58,500
PANS	1,608,500	0	230,000
POLY	40,690,500	0	1,619,500
PTIS	1,195,500	0	700,000
PTPP	6,495,500	33,000	1,501,000
ROTI	854,000	229,000	309,500
SDRA	4,869,000	0	759,500
SIPD	218,512,500	504,500	1,010,000
SMCB	7,888,000	1,262,500	1,310,000
SMGR	11,070,000	4,417,500	4,916,500
SMRA	11,676,000	5,499,500	8,600,500
SMSM	2,395,500	0	75,000
SSIA	53,376,500	225,000	1,915,500
TBLA	40,761,000	732,500	1,504,000
TLKM	32,303,000	6,521,000	26,658,500
TOTL	990,000	0	80,000
TRST	4,571,500	0	701,500
UNSP	153,242,000	1,788,000	8,866,000
UNVR	4,377,000	1,104,000	1,542,500
WIKA	2,847,000	47,000	625,000

Rekomendasi HD Capital, 9 Agustus 2011

Rekomendasi HD Capital untuk perdagangan Selasa, 9 Agustus 2011

BUY: (BBCA, ENRG, ADRO, KLBF)

• Rebound pada sesi 2 di IHSG berhasil menurunkan level minus dari -200 pt hingga tinggal sisa 71pt sehingga potensi technical rebound dapat terjadi karena pada dasarnya bargain hunting oleh investor asing sudah dimulai.

• Dalam koreksi dalam biasanya emitten dengan PER tinggi di sektornya atau di grup perusahaan akan dilirik terlebih dahulu versus PER rendah.

• IHSG close (08-08) 3.850.44 (-71.377.42/-1.82%) (Val.Rp.3.8T) 

• Support: 3.730-3.580, Resistance: -3.880-3.925-4.064

 

Stock picks:

1.       Bank BCA (BBCA) (BUY) (Target Rp 8.250) (Close 05/08 Rp 8.050)

• Dalam koreksi pasar di antara emiten perbankan, rekomen BBCA walaupun diperdagangkan di PER tinggi (valuasi mahal) merupakan yang paling efisien dan menguntungkan secara operational (NPM atau net profit margin tertinggi di sektornya).

• Entry (1) Rp 8.050, Entry(2) Rp 7.900, Cutloss point: Rp 7.700

 

2.    Energi Mega Persada (ENRG) (BUY): (Target: 215) (Close 08/08 Rp 205)

• Di dalam universe saham grup Bakrie, PER tertinggi (valuasi termahal) dipegang oleh ENRG sehingga bila ada rebound di grup tersebut biasanya ia yang akan bermain terlebih dahulu.

• Potensi earnings upgrade belum sepenuhnya di price in untuk saham ini.

• Entry: (1) Rp 200, Entry (2) Rp 195, Cut loss point: Rp 189

 

3.   Adaro Energy  (ADRO) (BUY): (Target: Rp 2.400) (Close 08/08 Rp 2.325)

• Dalam sektor batubara valuasi PER termahaldengan market cap terbesar dipegang ADRO, yang secara techincal juga lebih menarik dari lainnya karena posisi uptrend masih utuh.

• Entry (1) Rp 2.325, Entry (2) Rp 2.275, Cut loss point: Rp 2.225

 

4.       Kalbe Farma (KLBF) (BUY): (Target: Rp 3.350) (Close 08/08 Rp 3.175)

• Saham emiten produsen obat yang diuntungkan dari turunnya biaya import cost bahan baku obat dari menguatnya rupiah selama ini mempunyai valuasi PER tertinggi di sektor consumer sehingga cepat sekali membal pasca terjadinya koreksi.

• Entry: (1) Rp 3.150, Entry (2) Rp 3.125, Cut loss point: Rp 3.075

 

 

Dibuat oleh: 

Yuganur Wijanarko

Senior Research HD Capital (Yuganur@hdx.co.id)