Perfect Prospect Limited yang beralamat di Singapura, telah menjual 72 juta saham PT Voksel Electric Tbk (VOKS) pada kisaran harga Rp 600/saham. Penjualan dilakukan sepanjang 18-25 Mei 2011.
Dalam keterbukaan informasinya, Perfect Prospect Limited menjelaskan, setelah penjualan saham VOKS tersebut, Perfect Prospect tercatat masih memiliki 41.088.656 saham VOKS atau setara dengan 4,94%.
Saturday, May 28, 2011
Karuna Propertindo Beli 9 Ribu Saham Metropolitan Kentjana
PT Karuna Paramita Propertindo, sebuah perusahaan yang beralamat di Cikini Raya No 78, membeli 9 ribu lembar saham PT Metropolitan Kentjana Tbk (MKPI) pada harga Rp 2.300. Pembelian dilakukan pada 19 Mei 2011.
Dalam keterbukaan informasinya, Direktur Karuna Paramita Karuna Murdaya mengatakan, tujuan pembelian saham itu untuk investasi.
Dalam keterbukaan informasinya, Direktur Karuna Paramita Karuna Murdaya mengatakan, tujuan pembelian saham itu untuk investasi.
Friday, May 27, 2011
BP Plans to Invest $10 Billion in Indonesia in Next 10 Years
BP Plc (BP/) will invest $10 billion in Indonesia in the next 10 years to boost output at the Tangguh liquefied natural gas plant and expand into coal-bed methane, Chief Executive Officer Bob Dudley said.
London-based BP plans to build a third LNG production line, or train, at Tangguh and possibly a fourth, Dudley told reporters after meeting Indonesia’s President Susilo Bambang Yudhoyono in Jakarta today. BP, which has operated for more than 35 years in Indonesia, has invested $7 billion in the country to date, he said.
Indonesia, Southeast Asia’s biggest crude producer that turned into a net importer after output declined due to aging fields, is trying to lure investment in its energy industry and switch to natural gas to ease dependence on imports.
“Our focus in investment is Tangguh in Papua, which we know we handle with great care as that’s already a very large project for BP,” Dudley said. BP will submit a proposal to the Indonesian government in the next two months for the construction of the third train.
Production Capacity
BP will develop coal-bed methane blocks in Kalimantan, on the Indonesian side of Borneo island, Dudley said. BP said in April it had signed four coal-bed methane production sharing contracts in the Barito basin.
The Tangguh LNG plant in West Papua province currently has two trains with a combined production capacity of 7.6 million metric tons of LNG a year, London-based BP said on its website.
The $5 billion Tangguh project, which shipped its first LNG cargoes in 2009, has multi-year contracts to supply 2.6 million tons a year to China, 1.15 million tons a year to South Korea and an agreement to supply as much as 3.7 million tons a year to Sempra Energy, BP said.
LNG is natural gas chilled to liquid form for transportation by ships to places not connected by pipelines. Indonesia is the world’s largest LNG exporter after Qatar and Malaysia. Source: Bloomberg
Telkom to invest up to $2.4 bln to 2015 in Indonesia broadband
Telekomunikasi Indonesia , the nation's biggest telecommunications firm, plans to invest up to 21 trillion rupiah ($2.448 billion) until 2015 to build a broadband network across the sprawling archipelago, its CEO said on Friday. ($1 = 8,577 rupiah). Source: Reuters
Golden Energy Tawarkan Harga Saham Perdana Rp 2.300-3.500/Saham
PT Golden Energy Mines, anak usaha dari Dian Swastatika Sentosa (DSSA) berencana menawarkan saham perdana (IPO) pada kisaran harga Rp 2.300 hingga Rp 3.500 per saham. Jumlah saham yang ditawarkan mencapai 1,250 juta dari total saham perseroan sebanyak 6,250 juta.
GEMS telah menunjuk Sinarmas Sekuritas sebagai penjamin emisi. ANZ Singapura juga menjadi penasihat keuangan GEMS untuk menjaring mitra strategis. Menurut Sekretaris Perusahaan GEMS Hermawan Tarjono, saat ini manajemen tengah melakukan pembicaraan serius dengan beberapa mitra strategis seperti dari India dan Korea Selatan.
Sebelumnya, perusahaan dari India, Coal India Ltd berencana mengakuisisi 40% saham Golden Energy senilai antara US$ 750 juta hingga US$ 1 miliar atau maksimum Rp 8,6 triliun.
GEMS telah menunjuk Sinarmas Sekuritas sebagai penjamin emisi. ANZ Singapura juga menjadi penasihat keuangan GEMS untuk menjaring mitra strategis. Menurut Sekretaris Perusahaan GEMS Hermawan Tarjono, saat ini manajemen tengah melakukan pembicaraan serius dengan beberapa mitra strategis seperti dari India dan Korea Selatan.
Sebelumnya, perusahaan dari India, Coal India Ltd berencana mengakuisisi 40% saham Golden Energy senilai antara US$ 750 juta hingga US$ 1 miliar atau maksimum Rp 8,6 triliun.
Saham yang Dominan Dibeli Asing per 26 Mei 2011
Saham-saham yang dominan dibeli asing per 26 Mei 2011.
Kode Saham Volume Jual Beli
Kode Saham Volume Jual Beli
| AALI | 510.000 | 14.500 | 145.000 |
| ADMG | 12.687.500 | 84.000 | 260.000 |
| ADRO | 61.492.000 | 12.050.500 | 24.088.500 |
| APLN | 2.874.500 | 00 | 420.000 |
| ASGR | 6.127.500 | 00 | 445.000 |
| ASII | 2.318.000 | 510.500 | 710.500 |
| BBCA | 9.001.000 | 1.288.500 | 1.989.500 |
| BBLD | 1.761.000 | 00 | 150.000 |
| BDMN | 8.154.500 | 366.000 | 1.392.000 |
| BHIT | 109.671.500 | 500.000 | 18.426.500 |
| BNBR | 723.955.500 | 556.500 | 25.001.500 |
| BNGA | 2.416.000 | 370.000 | 667.000 |
| BNII | 947.500 | 71.500 | 210.000 |
| BRPT | 3.614.000 | 525.000 | 1.443.000 |
| BSDE | 7.903.000 | 4.000 | 4.256.500 |
| BTEL | 12.720.500 | 00 | 5.692.000 |
| BTPN | 1.210.000 | 1.500 | 1.019.500 |
| BWPT | 9.210.000 | 100.000 | 2.482.500 |
| BYAN | 313.500 | 500 | 251.500 |
| CPIN | 13.318.500 | 340.500 | 9.266.500 |
| CTRA | 11.484.000 | 770.000 | 3.415.500 |
| DEWA | 125.726.500 | 47.500 | 7.875.000 |
| ENRG | 390.425.000 | 10.284.500 | 20.615.000 |
| EPMT | 3.298.000 | 50.000 | 1.287.000 |
| EXCL | 9.388.500 | 2.290.000 | 5.963.500 |
| FASW | 892.000 | 00 | 137.500 |
| GGRM | 419.500 | 189.500 | 298.000 |
| GIAA | 5.640.000 | 00 | 2.040.000 |
| HRUM | 3.701.000 | 179.500 | 1.356.500 |
| INCO | 4.039.500 | 192.500 | 2.107.500 |
| INDY | 28.465.500 | 1.097.000 | 9.639.500 |
| INTA | 16.209.000 | 14.000 | 2.401.500 |
| IPOL | 80.578.000 | 1.800.000 | 20.380.000 |
| ISAT | 2.305.000 | 1.276.500 | 1.835.000 |
| ITMG | 1.062.500 | 484.500 | 771.500 |
| LPKR | 181.026.000 | 27.020.500 | 36.834.000 |
| LPLI | 53.328.500 | 100.000 | 350.000 |
| LSIP | 12.862.500 | 1.700.000 | 6.856.000 |
| LTLS | 326.000 | 00 | 22.500 |
| MAIN | 1.827.500 | 00 | 300.000 |
| MASA | 6.101.000 | 100.000 | 1.595.500 |
| MITI | 2.772.500 | 00 | 1.970.000 |
| MNCN | 10.421.000 | 1.789.000 | 5.377.000 |
| MYOR | 395.500 | 108.500 | 318.000 |
| PGAS | 16.646.000 | 1.252.500 | 9.958.500 |
| PNIN | 57.832.500 | 220.000 | 920.500 |
| PTBA | 1.603.000 | 287.500 | 815.500 |
| PTPP | 1.150.500 | 00 | 376.000 |
| PWON | 8.684.000 | 00 | 1.250.000 |
| SMCB | 1.828.500 | 1.000 | 250.000 |
| SMGR | 3.496.000 | 991.000 | 3.166.000 |
| SSIA | 3.108.500 | 00 | 374.500 |
| TOTL | 11.446.000 | 67.500 | 295.000 |
| UNSP | 65.403.500 | 25.000 | 7.600.000 |
| UNTR | 3.594.500 | 139.000 | 1.398.500 |
| WIKA | 588.000 | 00 | 250.500 |
Asuransi Ramayana Bagikan Saham Bonus dan Dividen Saham
Asuransi Ramayana (ASRM) berencana membagikan saham bonus dan dividen saham pada 23 Juni 2011. Saham bonus yang dibagi akan mengacu pada perbandingan 19 saham lama mendapatkan tujuh saham bonus. Saham bonus yang akan dibagikan itu memiliki nominal saham Rp 500 per sahamnya.
Sedangkan dividen saham yang akan dibagikan mencapai Rp 57 miliar dengan perhitungan lima saham lama mendapatkan satu dividen saham dengan nominal saham bernilai Rp 500/saham.
Saham bonus dan dividen saham dibagikan secara proporsional kepada seluruh pemegang saham yang namanya tercatat dalam daftar pemegang saham pada Kamis, 23 Juni 2011. Setelah itu, saham bonus dan dividen saham akan dibagikan pada 8 Juli 2011.
Sedangkan dividen saham yang akan dibagikan mencapai Rp 57 miliar dengan perhitungan lima saham lama mendapatkan satu dividen saham dengan nominal saham bernilai Rp 500/saham.
Saham bonus dan dividen saham dibagikan secara proporsional kepada seluruh pemegang saham yang namanya tercatat dalam daftar pemegang saham pada Kamis, 23 Juni 2011. Setelah itu, saham bonus dan dividen saham akan dibagikan pada 8 Juli 2011.
Rekomendasi Beberapa Sekuritas, 27 Mei 2011
Berikut rekomendasi beberapa sekuritas untuk perdagangan Jumat, 27 Mei 2011.
1. E-Trading Securities
IHSG kemarin melonjak 35 poin (0,92%) ke level 3.814,82 menyusul naiknya sejumlah harga komoditas. Namun, asing masih melakukan net selling Rp 54 miliar. Secara teknikal, indeks rebound dengan candlestick membentuk pola bullish Marubozu, sementara Stochastic membentuk golden cross di area oversold. Hari ini indeks diperkirakan menguat tipis di kisaran 3.784–3.837. Amati INTA, PTBA , dan INKP.
2. Indo Premier Securities
Indeks berpotensi bergerak di kisaran 3.775-3875. Saham-saham pilihan kami adalah BBRI, BMRI, BBCA, UNTR, BUMI, BORN.
3. Kresna Sekurindo
Rebound harga komoditas berhasil mendorong indeks di atas level 3.789. Stochastic yang berada di area jenuh jual memberi peluang IHSG untuk kembali bergerak di area positif di kisaran 3.790-3.850. UNTR dan AALI menjadi saham pilihan.
Rekomendasi HD Capital, 27 Mei 2011
Berikut rekomendasi HD Capital untuk perdagangan Jumat, 27 Mei 2011.
BUY: (BMRI, BBRI, SMGR, ITMG)
- Pasca koreksi dan konsolidasi yang terjadi beberapa hari lalu, IHSG kelihatannya kembali meneruskan proses perbaikan uptrend untuk mencoba mendekati resistance zone yang berkisar di level 3.550 dan all time high 3.880
- IHSG close (26-05) 3.802.954(+22.697/+0.60%) (Val.Rp.3.4T)
- Support: 3.770-3.700, Resistance: 3,880-3.950
Stock picks:
1. Bank Mandiri (BMRI) (BUY) (Target Rp 7.350) (close 26/05 Rp 7.000)
- Ekspektasi kenaikan net interest margin (NIM) dari kenaikan LDR (rasio pinjaman terhadap simpanan) pada 2011, diversifikasi ke segmen pinjamanan consumer micro yang memberikan yield tinggi serta focus ke pasar retail dan struktur permodalan yang murah merupakan katalis positif.
- Entry (1) Rp 6.950, Entry (2) Rp 6.850, Cut loss point: Rp 6.750
2. Bank Rakyat Indonesia (BBRI) (BUY): (Target: Rp 6.450) (Close 26/05: Rp 6.200)
- Bank yang khusus bergerak di micro dan consumer lending melalui ekspansi cabang dan didukung oleh perubahan pembukuan accounting, serta terinsulasi dari persaingan bank asing membuatnya mempunyai return on equity (ROE) tertinggi di sektor perbankan.
- Proyeksi laba analis untuk 2012 merupakan yang paling agresif di antara bank BUMN besar sehingga mempunyai valuasi PER 2012 (10x) yang paling rendah
- Exit (1) Rp 6.150, Entry (2) Rp 5.950, Cut-loss point: Rp 5.850
3. Indo Tambang Raya (ITMG) (BUY): (Target: Rp 48.900) (Close 26/05 Rp 47.050)
- Walaupun mempunyai operasional cost tinggi namun dengan exposure 90% ke pangsa eksport, ITMG sangat terpengaruh oleh potensi kenakikan ASP (average selling price) mengikuti tren harga batubara dunia.
- Entry: (1) Rp 47.050, Entry (2) Rp 46.700, Cut loss point: Rp 45.900
4. Semen Gresik (SMGR) (BUY): (Target: Rp 9.900-10.200) (Close 26/05 Rp 9.750)
- Harapan pasar untuk mencetak pertumbuhan penjualan yang lebih tinggi di 2011 versus periode sebelumnya yang didukung peningkatan kapasitas produksi 20% yang rampung di Desember 2012, serta asumsi bahwa tidak ada lagi kenaikan listrik tahun merupakan rangkuman katalis positif untuk SMGR menerusakn uptrend mencetak high baru.
- Entry: (1) Rp 9.700, Entry (2) Rp 9.500, Cut loss point: Rp 9.300
Dibuat oleh:
Yuganur Wijanarko
Senior Research HD Capital (Yuganur@hdx.co.id)
Thursday, May 26, 2011
Kim Eng Considering Upgrading Astra's Target Price
PT Kim Eng Securities is considering upgrading Astra’s share-price estimate after Toyota said yesterday it will expand production capacity at its Indonesian plant, the brokerage said in a note today. Kim Eng rates Astra “hold” with a stock estimate of 55,000 rupiah.
Coal India in talks to buy Golden Energy Mines to $1 bln-sources
Coal India, the world's largest coal miner, is in advanced talks to buy up to 40 percent stake in Indonesia's Golden Energy Mines in a deal valued at between $750 million and $1 billion, three sources with direct knowledge said on Thursday.
Golden Energy is a coal mining subsidiary of energy and infrastructure firm Dian Swastatika Sentosa , and is estimated to have 400 million tonnes of reserves.
It owns 10 coal mining areas across Indonesia including in Sumatra and Kalimantan islands in the world's top exporting nation of coal for power plants.
State-run Coal India is half way through the due diligence for the asset and a final bid will be submitted by the end of June, two of the sources told Reuters.
United Tractors , Indonesia's biggest heavy equipment provider controlled by the country's largest listed firm Astra International , has withdrawn from the bidding process for the asset, sources said.
The sources declined to be named as the information is not public. Officials at Coal India, headquartered in the eastern Indian city of Kolkata, and Dian Swastatika in Jakarta could not be reached for a comment.
Coal India in talks to buy Indonesia mines
Coal India, the world's largest coal producer, may submit a final bid by the end of June to buy a stake in Indonesia's PT Golden Energy Mines, a person with direct knowledge of the matter said.
The state-run coal monopoly is currently doing due diligence of Golden Energy, said the person who declined to be named.
"It is not a controlling stake," the person said, and didn't provide more details. He said Coal India is yet to decide on a valuation for the stake it plans to purchase as a proposal is yet to be placed before the company's board.
"There are various proposals in countries like Indonesia, Australia, U.S., which Coal India keeps on evaluating," the person said.
Coal India, which contributes to more than 80% of the country's coal needs, faces several obstacles in augmenting its output such as delays in environment clearances. To meet rising demand from consumers, mainly in the power sector, the company has been scouting for mining assets overseas. More than half of India's power-generation capacity of 174.36 gigawatts is based on thermal coal. The country aims to add 163 GW of capacity in the decade through March 2017 and a major portion of the new capacity would also be dependent on fossil fuel.
India, the world's second-fastest growing economy in the world, faces shortage of coal as environmental concerns have delayed approvals for local mining, hurting production. The country is facing a shortage of 142 million tons of coal for the current year. Local production of coal is expected to be 554 million tons against demand for 696 million tons, according to government estimates.
PT Golden Energy is a wholly owned unit of Jakarta-based Dian Swastatika Sentosa, and is estimated to have a total coal resource of 1.2 billion tons across its 10 mining concessions in regions including South Sumatra, Central Kalimantan and South Kalimantan.
Golden Energy exports coal to countries such as India and China and its client base includes Sumitomo Corp., Glencore and Ace Trading, according to its Web site. The company's current production capacity stands at about 10 million tons.
The Indian company also is working on plans to import coal under long-term arrangement from global companies.
"If this deal is done, Coal India will get assured supply of coal to India from the Indonesian company," the person said.
The person also said Coal India is still evaluating a proposal to buy up to a 15% stake in U.S.-based coal producer Peabody Energy Corp.'s Wilkie Creek mine in Australia. Another person had said, previously, Coal India may buy the stake in the Australian mine for $120 million. Source: Wall Street Journal
Saham yang Dominan Dibeli Asing per 25 Mei 2011
Saham-saham yang dominan dibeli asing per Rabu, 25 Mei 2011.
Kode Saham Volume Jual Beli
Kode Saham Volume Jual Beli
|
| PNIN | 29.876.500 | 00 | 5.000.000 |
| PWON | 7.269.000 | 117.000 | 1.176.000 |
| SMGR | 9.409.000 | 469.500 | 5.170.500 |
| TRUB | 84.446.500 | 00 | 3.188.500 |
| UNSP | 90.166.500 | 544.000 | 4.443.000 |
Rekomendasi Beberapa Sekuritas, 26 Mei 2011
Berikut rekomendasi beberapa sekuritas untuk perdagangan Kamis, 26 Mei 2011.
1. E-Trading Securities
IHSG kemarin anjlok 5,8 poin (-0,15%) ke level 3.780. Investor asing membukukan net selling Rp 270 miliar. Secara teknikal, indeks kemarin melemah dengan MA 5 dan MA 20 berpotensi membentuk deathcross. IHSG diperkirakan masih bisa rebound selama tidak break dari support channeling di level 3.760. Pergerakan indeks hari ini berada di kisaran 3.760–3.805. Cermati ASII, ASGR, dan INDY.
2. Indo Premier Securities
Bursa Asia kemarin mayoritas ditutup turun dan flat, karena belum ada kemajuan dari krisis utang Eropa. Sementara pergerakan bursa Eropa dan New York belum berubah, seiring turunnya harga minyak mentah. IHSG hari ini berpotensi bergerak di kisaran 3.750-3800. ITMG, PTBA, INDF, BORN, BUMI menjadi saham pilihan kami. Rekomendasi HD Capital, 26 Mei 2011
Berikut rekomendasi HD Capital untuk perdagangan Kamis, 26 Mei 2011.
BUY: (ADRO, GJTL, ASII, ITMG)
- Walaupun terimbas efek negatif regional, namun IHSG masih bisa bertahan pada level terendah yang sama sehingga terlihat adanya upaya akumulasi untuk proses lanjutan kenaikan berikutnya.
- IHSG close (25-05) 3.772.633(-13.365/-0.350%) (Val.Rp.3.4T)
- Support: 3.770-3.700, Resistance: 3,870-3.950
Stock picks:
1. Adaro Energy (ADRO) (BUY) (Target Rp 2.450) (close 25/05 Rp 2.350)
- Selain pembagian dividen, outlook harga batubara yang optimistis akibat permintaan meningkat dari China dan Jepang serta membaiknya produksi memasuki musim kemarau di Q2 2011 menjadi katalis positif untuk meneruskan upaya membentuk new high lagi di atas.
- Entry (1) Rp 2.350, Entry (2) Rp 2.275, Cut loss point: Rp 2.225
2. Gajah Tunggal (GJTL) (BUY): (Target: Rp 3.350) (Close 25/05: Rp 3.050)
- Pasca koreksi sebesar 10% untuk mengurangi efek jenuh beli (overbought), saham consumer automotive yang bergerak di bidang produksi ban dengan valuasi 2011 PER 8x cukup menarik untuk masuk kedalam watch list.
- Kelihataanya bila ASII mengalami rebound maka GJTL akan mengikutinya karena bergerak dalam sektor yang sama
- Exit (1) Rp 3.050, Entry (2) Rp 2.975, Cut-loss point: Rp 2.875
3. Indo Tambang Raya (ITMG) (BUY): (Target: Rp 47.900) (Close 25/05 Rp 46.700)
- Pasca pullback untuk membentuk pola konsolidasi dalam proses perbaikan tren sudah selesai dan kelihatannya saham ini menuju target berikutnya di Rp 47.950.
- Memasuki musim kemarau, produksi ITMG mulai pulih sehingga kinerja profit yang naik di Q1 (hal ini membuat valuasi PER 2011 turun dari 28x ke 15x) dapat terulang untuk Q2.
- Entry: (1) Rp 46.400, Entry (2) Rp 46.100, Cut loss point: Rp 45.600
4. Astra International (ASII) (BUY): (Target: Rp 59.700) (Close 25/05 Rp 57.760)
- Koreksi sebesar 7% dari high di Rp 62.000 kelihatannya sudah mulai tertahan karena tidak ada pembentukan new low baru sehingga tinggal menunggu waktu untuk terjadinya upward retracement paling tidak ke moving average 5 dan 10 hari (Rp 59.250-59.650)
- Entry: (1) Rp 57.600, Entry (2) Rp 57.200, Cut loss point: Rp 56.800
Dibuat oleh:
Yuganur Wijanarko
Senior Research HD Capital (Yuganur@hdx.co.id)
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