Saham-saham yang dominan dibeli asing, 7 Juni 2011

Saham-saham yang dominan dibeli asing, Selasa 7 Juni 2011.

Kode Saham                          Volume                   Jual                    Beli

ACES	96.000	0	70.000
ADHI	2.389.000	0	877.000
ADMG	24.740.500	0	1.500.000
AISA	1.262.000	0	126.000
AKRA	4.940.000	563.000	1.386.500
AMFG	269.500	0	39.500
ARNA	380.000	0	150.000
ASGR	7.866.000	159.500	850.500
BBRI	19.060.500	5.590.500	9.686.500
BISI	1.616.500	0	35.000
BJBR	8.286.500	20.000	170.500
BKSL	119.274.500	0	9.610.000
BKSW	339.000	0	337.500
BLTA	12.057.000	0	944.000
BMTR	9.136.500	124.000	160.500
BNBR	577.402.500	1.500	1.195.000
BORN	20.838.000	5.561.000	6.733.000
BRMS	115.940.500	1.540.000	29.574.500
BSDE	4.989.500	28.000	2.175.000
BTEL	15.277.000	1.000.000	10.991.500
BUDI	2.312.000	0	1.250.000
BVIC	533.000	0	50.000
BWPT	12.467.500	0	2.138.000
BYAN	357.000	5.000	273.000
CFIN	2.962.000	45.000	2.080.000
CMNP	11.351.500	50.000	250.000
CPIN	11.974.000	1.537.500	9.534.000
CTRA	27.551.500	518.500	17.153.500
CTRP	14.599.000	0	8.737.000
CTRS	2.025.000	0	500.000
DEWA	1.408.859.000	11.262.500	13.571.000
DILD	7.489.000	359.000	2.227.000
ELSA	2.261.000	0	75.000
ENRG	218.629.000	337.500	1.565.500
EXCL	2.257.500	1.095.500	1.594.500
FREN	182.000	0	50.000
HRUM	6.454.000	0	4.554.500
ICBP	1.167.500	0	611.000
INDF	8.566.500	2.772.500	3.902.000
INTA	15.347.000	0	423.500
ISAT	849.000	484.500	636.000
ITMG	922.000	347.000	516.500
JAWA	10.201.000	0	222.500
JSMR	2.672.500	0	350.000
KAEF	20.502.500	0	2.250.000
KIJA	8.975.000	686.000	3.000.000
LPPS	5.677.500	0	1.000.000
MAPI	1.814.500	217.000	514.500
MBSS	13.123.500	0	1.730.000
MITI	1.129.000	0	125.000
MLPL	10.083.500	35.000	2.168.000
MNCN	18.914.500	6.250.000	8.090.500
MPPA	5.800.500	10.000	606.500
MYOR	435.000	16.000	204.500
PANS	2.102.500	0	45.000
PGAS	21.528.000	13.272.000	14.309.000
PNBN	533.000	0	55.500
POLY	23.771.500	544.500	1.524.500
PTPP	1.493.500	344.500	478.000
PWON	21.994.500	0	2.874.000
RALS	4.700.500	1.100.000	1.393.500
RMBA	89.500	0	57.000
SCMA	678.000	113.000	262.500
SDRA	4.528.000	100.000	300.000
SGRO	1.636.500	70.000	646.500
SMCB	3.287.500	175.000	2.217.500
SMRA	3.275.500	0	1.560.000
SMSM	3.504.000	5.000	854.000
SSIA	6.282.500	50.000	1.213.500
SULI	781.000	0	195.000
TBIG	860.500	380.000	487.500
TINS	2.118.000	0	499.500
TRIL	1.730.000	0	500.000
TURI	2.233.500	0	278.000
UNSP	183.013.000	737.500	10.554.500
UNTR	8.415.500	1.999.500	3.965.000
WINS	4.645.000	0	1.000.500

Indonesia May Delay Rate Increase

Indonesia’s central bank will probably keep interest rates unchanged for a fourth month as slowing inflation and a strengthening currency allows it to delay an increase and support economic expansion. 

Bank Indonesia will hold its benchmark reference rate at 6.75 percent, according to all 14 economists surveyed by Bloomberg News ahead of a decision due in Jakarta tomorrow. 

Governor Darmin Nasution has refrained from adding to the central bank’s first rate increase in more than two years in February even as neighbors from Thailand to the Philippines tightened monetary policy further. Inflation eased for a fourth month in May as a 5.4 percent gain in the rupiah this year capped import costs. 

“Inflation is still under control, so Bank Indonesia will hold interest rates this month to support economic growth,” said David Sumual, an economist at PT Bank Central Asia in Jakarta “It doesn’t mean Bank Indonesia is behind the curve.” 

President Susilo Bambang Yudhoyono’s policy makers have extended fuel subsidies and let the rupiah climb the most after Taiwan in Asia this year to damp inflation, as rising food and oil costs force China, Thailand, India, Vietnam, Malaysia and the Philippines to raise rates. 

The Indonesian currency touched 8,506 a dollar earlier this week, the strongest level since March 2004. A stronger currency has also helped Australia contain inflation, allowing the Reserve Bank of Australia to leave its benchmark rate unchanged at 4.75 percent for a sixth straight meeting yesterday.

Growth Eases

Southeast Asia’s biggest economy expanded 6.5 percent last quarter from a year earlier, slowing from 6.9 percent in the previous three months. Gross domestic product may rise 6.5 percent to 6.9 percent in 2012, Finance Minister Agus Martowardojo said May 20. 

“This isn’t the time for Bank Indonesia to raise rates,” said Erwan Teguh, head of research at PT CIMB Securities Indonesia in Jakarta, citing easing inflation. 

The government will probably refrain from raising fuel prices, helping support “strong GDP growth this year,” Ari Pitoyo, head of research at PT Mandiri Sekuritas in Jakarta, said in a report sent to Bloomberg News on June 6. That would be good for property and consumer goods companies, Pitoyo said. 

CIMB’s Teguh said the outlook is promising for consumer companies such as PT Astra International, PT Gudang Garam, PT Indofood Sukses Makmur and PT Unilever Indonesia.

Stocks Climb

The country’s benchmark stock index has climbed 3.8 percent this year, outperforming those in Japan, Hong Kong, China, Taiwan, South Korea, India, Singapore, Malaysia, Thailand and the Philippines. Jakarta-based Property developer Royal Oak Development Asia led gains. 

Still, Indonesia’s policy makers may raise borrowing costs starting next month if inflation accelerates out of control in July and August, Bank Central Asia’s Sumual said. 

Consumer prices rose 5.98 percent last month from a year earlier, less than the 6.16 percent gain in April. Core inflation accelerated to 4.64 percent from 4.62 percent in April.

Neighboring Thailand raised rates last week for the fourth time this year to damp accelerating inflation, boosting the one- day bond repurchase rate by a quarter of a percentage point to 3 percent. The Philippine central bank increased the rate it pays lenders for overnight deposits to 4.5 percent in May from 4.25 percent in its second move this year, while Bank Negara Malaysia lifted the overnight policy rate by a quarter-point to 3 percent. Source: Bloomberg

AT&T secures license to operate in Indonesia

U.S. telecom operator AT&T Inc said Wednesday it has secured a license to operate in Indonesia, providing the telecommunications giant with a new catalyst to grow its enterprise business in Asia. 

AT&T is the first foreign telecom operator to be granted a license in Indonesia. Previously, the company had to sell its service in partnership with local providers. A license allows AT&T to provide service directly to companies in the country, which can provide a boost to revenue and margins because the company doesn't have to share the pie. 

The license underscores the importance of overseas operations as a growth driver. It also illustrates a trend of countries easing their regulatory controls over business. Wider access for U.S. telecom firms means a shot in the arm for their business units, which still face a stagnant market at home. 

AT&T typically provides multi-national corporations with business services such as virtual private networks, business applications and network access. Through the new license, the company plans to offer Internet phone service and managed networks to global companies in Indonesia. 

"You're seeing a general trend in the region where countries are making moves to open up," said Roman Pacewicz, senior vice president of marketing and global strategy for AT&T. "Any Asian market is a market we look closely at and evaluate." 

AT&T could potentially look to Thailand and Vietnam, which are other fast-growing markets that have recently loosened their regulatory stances. 

The Asia-Pacific business, which AT&T doesn't break out, is the second-largest global region with an annual double-digit growth rate over the past five years.

In comparison, AT&T's total business revenue in the second quarter fell 4.5% to $9.3 billion, although its more advanced services, such as Internet protocol, showed growth. The company has been pushing to replace its older legacy phone and Internet connection revenue with advanced Internet-based services. 

AT&T has about 80 multinational customers in Indonesia now. But the process of billing and selling services was complicated and cumbersome because of the partnership arrangements. Pacewicz said he believes the licenses could potentially allow the company to grow its customer base there. 

The company went through a two-year process of filing for a license and enduring an audit process to get the license. It also had to make some commitments for investments in the country, although the company declined to specify what they were.

The granting of a license has in the past resulted in a stronger foothold in that country and a spark in revenue growth. After AT&T was granted a license to operate in India in 2006, the company saw revenue jump 60% the following year. Since then, revenue in the country has grown in the double-digit rate, although India is among the countries seeing the fastest growth. The company also received a license to operate in Malaysia last year.

AT&T's entrance could mean more competition for local telecom providers in Indonesia including Indosat . But Pacewicz said that AT&T will only be going after the larger global companies, leaving the local businesses to the domestic providers. Source: Market Watch

Rekomendasi HD Capital, 8 Juni 2011

Rekomendasi HD Capital untuk perdagangan Rabu, 8 Juni 2011.

BUY: (UNTR, UNSP, BMRI, ADRO)

• Technical rebound di Dow Jones pasca koreksi berlebihan dari keadaan oversold (jenuh jual) akan membantu IHSG dalam proses mencetak new high.

• IHSG close (07-06) 3.826.623(-5.297/-0.15%) (Val.Rp.3.4T) 

• Support: 3.770-3.700, Resistance: 3,880-3.950

 

Stock picks:

1.      United Tractors (UNTR) (BUY) (Target Rp 23.400) (Close 07/06 Rp 23.100)

• Optimisme bahwa bisnis alat berat mulai membaik dan volume penjualan akan melewati ekspektasi pasar pada 2011 dapat offset penurunan produksi dari segi usaha mining akibat sempatnya mengalami hujan yang masih tinggi pada Q1 2011.

• Entry (1) Rp 23.050, Entry (2) Rp 22.700, Cut loss point: Rp 22.250

 

2.    Bakrie Sumatra (UNSP) (BUY): (Target: Rp 480) (Close 07/06: Rp 460)

• Outlook CPO yang positif dan proses debt restructuring yang mengambil momentum dari menguatnya rupiah (weak US$) merupakan katalis positif untuk perbaikan kinerja laba di laporan keuangan di Q2 2011.

• Exit (1) Rp 455, Entry (2) Rp 440, Cut-loss point: Rp 420

 

3.    Bank Mandiri (BMRI) (BUY): (Target: Rp 7.250) (Close 07/06 Rp 7.050)

• Ekspektasi pasar akan kenaikan LDR (loan to deposit ratio) yang didorong oleh ikim suku bunga kondusif (BI rate tetap) dan sumber pendanaan murah (akibat efek mengutanya rupiah ke government bond) merupakan beberapa alasan untuk BMRI keluar dari tren turun untuk menuju kembali ke Rp 7.250

• Entry: (1) Rp 7.050, Entry (2) Rp 6.950, Cut loss point: Rp 6.850

 

4.   Adaro Energy (ADRO) (BUY): (Target: Rp 2.575) (Close 07/06 Rp 2.475)

• Diuntungkan dari kenaikan harga batubara karena memiliki infrastructure produksi dan transportasi yang terbaik di antara sectornya sehingga proses earnings recovery akan berjalan sesuai scenario untuk sisa tahun 2011.

• Entry: (1) Rp 2.450, Entry (2) Rp 2.425, Cut loss point: Rp 2.375

 

Dibuat oleh: 

Yuganur Wijanarko

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

Rekomendasi Beberapa Sekuritas, 8 Juni 2011

Berikut rekomendasi beberapa sekuritas untuk perdagangan Rabu, 8 Juni 2011.

1. E-Trading Securities

IHSG kemarin naik 8,7 poin (0,22%) ke level 3.842,95 menyusul naiknya harga komoditas. Asing tercatat melakukan net selling Rp 201 miliar. Level 3.815-3.820 masih menjadi support yang cukup kuat bagi IHSG. Sementara untuk hari ini, indeks diperkirakan masih bergerak mixed dalam range 3.817–3.860. Amati HRUM, BMRI, dan BBTN.    

2. Indo Premier Securities

Bursa Asia kembali bergerak melemah karena kekhawatiran adanya ketidakpastian Yunani akan menerima bailout tahap kedua. Meski begitu, indeks berhasil naik 8 poin kemarin. Profit taking masih mungkin terjadi pada hari-hari mendatang. Sementara untuk hari ini, indeks akan bergerak di kisaran 3.829-3873. Stock picks kami adalah BBRI, BMRI, BJBR, ASII, UNTR, JSMR.