Saham-saham yang dominan dibeli asing, 13 Juni 2011

Saham-saham yang dominan dibeli asing, Senin 13 Juni 2011.

Kode Saham                     Volume                          Jual                    Beli

ADMG	16.433.500	250.000	1.007.500
ADRO	45.760.000	3.302.500	16.249.500
AMAG	2.813.500	0	200.000
AMFG	348.500	0	24.000
ANTM	8.175.000	1.649.000	2.403.000
ARNA	647.500	0	70.500
ASGR	2.822.500	0	208.000
AUTO	55.500	10.000	44.000
BBCA	3.945.000	1.383.500	2.459.500
BBNI	13.535.500	301.500	1.396.500
BBRI	18.393.500	1.488.000	7.663.000
BBTN	5.913.500	0	2.328.000
BHIT	139.756.000	655.000	11.011.000
BIPI	58.581.000	0	30.000
BISI	2.934.500	32.500	296.000
BJBR	13.889.500	800.000	3.100.500
BKSW	901.000	0	750.000
BLTA	8.411.500	0	27.500
BMRI	10.779.000	1.004.500	1.972.500
BMTR	7.107.500	0	23.000
BNBA	205.500	0	105.500
BNGA	2.731.500	65.500	1.010.000
BNII	1.422.000	166.000	270.000
BORN	22.698.500	6.242.000	10.578.500
BRAU	18.771.500	0	9.736.000
BRMS	45.808.500	2.005.000	4.000.000
BSDE	13.188.000	2.742.500	5.501.000
BTON	56.000	0	48.500
BTPN	98.000	0	2.500
BUMI	95.468.500	11.169.000	19.362.500
BVIC	153.500	0	95.000
BWPT	4.899.500	265.000	4.525.000
BYAN	132.500	84.500	128.000
CFIN	1.528.000	0	261.000
CLPI	22.311.000	1.703.500	2.142.500
CMNP	24.898.500	75.000	1.010.500
CPIN	10.677.000	373.000	587.000
CTRA	7.420.500	1.804.500	4.866.500
CTRP	5.498.500	0	3.122.500
DAVO	8.814.500	0	62.500
ELSA	4.692.000	0	75.000
ELTY	260.909.500	400.000	500.000
EMTK	384.000	0	85.500
ENRG	454.019.000	820.000	39.266.000
EPMT	170.500	0	93.000
EXCL	10.542.500	465.500	4.836.000
GZCO	8.520.000	0	3.319.000
HEXA	299.500	97.000	153.000
HMSP	45.000	2.000	9.000
IGAR	6.687.000	0	25.000
INAF	2.579.500	0	30.000
INKP	1.132.500	159.500	230.000
INTA	17.677.500	0	32.500
INVS	360.000	226.500	334.500
ISAT	653.500	173.000	474.000
JKON	226.500	0	226.500
JSMR	11.743.000	590.000	927.000
KAEF	5.364.500	0	238.000
KIJA	15.457.500	0	5.500.000
KRAS	16.713.000	0	62.500
LPKR	42.872.000	4.373.500	27.964.500
LPPS	90.011.000	1.500.000	3.500.000
LSIP	7.798.500	2.365.500	2.807.000
MAIN	983.500	0	27.000
MAPI	1.533.000	246.000	644.500
MASA	27.021.000	3.119.500	6.320.000
MEGA	50.000	0	50.000
MIDI	1.311.000	0	207.500
MLPL	5.386.500	0	802.500
MPPA	1.223.500	0	390.500
PANS	681.000	0	25.000
PNBN	342.000	0	15.000
PNIN	2.355.000	0	400.500
PNLF	5.876.000	0	500.000
PTPP	1.932.500	0	1.845.000
RALS	2.260.000	0	324.000
RMBA	147.000	0	63.500
SCMA	102.500	0	32.000
SGRO	3.183.000	0	1.311.000
SMRA	4.387.500	1.034.000	1.664.000
SMSM	2.587.500	100.000	358.000
TBIG	3.104.500	717.500	1.085.000
TBLA	6.328.500	300.000	765.000
TKIM	204.000	5.000	37.500
TOTL	2.987.500	0	1.279.500
TSPC	144.000	0	136.000
UNSP	103.731.500	40.000	3.152.000
UNTR	2.934.500	1.235.000	1.658.000
WIKA	2.055.000	0	796.500
WINS	1.879.000	0	984.000

Sinar Mas sees 2.3 mln T palm oil output in 2011

* Output in Indonesia seen at 23 mln T in 2011 - Widjaja

* Unilever calls for global palm oil sustainability standards (Adds details, comments) 

Indonesia's Sinar Mas expects to produce 2.3 million tonnes of palm oil this year, or about 10 percent of the country's total, said Franky Widjaja, head of the conglomerate's agribusiness and CEO of Golden Agri-Resources (GAR). 

GAR had around 435,000 hectares of palm oil plantations in 2010, and targets expansion of 40,000 hectares per year, the firm said in February. 

"Indonesia's total is about 23 million tonnes," Widjaja told Reuters on the sidelines of a World Economic Forum event in Jakarta on Monday, when asked about 2011 output. 

"For ourselves, I think about 10 percent of that," he added. "We were producing around 8-10 percent of the (overall) production (last year)." 

Palm oil giant Sinar Mas Agro Resources & Technology, or SMART , runs the Indonesia palm oil operations of its Singapore-listed parent GAR. 

SMART had 134,765 hectares of palm oil plantations in Indonesia's Kalimantan and Sumatra in June last year. 

Last year, SMART released an independent audit after Greenpeace alleged that the company bulldozed high conservation value forests and damaged carbon-rich peatlands.

Major palm oil consumers such as Unilever (UNc.AS) , Nestle and Burger King stopped buying from SMART because of environmental concerns. 

"I'm very encouraged by some of the major companies here, and Pak Franky's company as well on the commitment he makes to zero peat development in Indonesia," Unilever Chief Executive Paul Polman said at the event. 

GAR said earlier this year it would work with the Indonesian government and non-profit organisation The Forest Trust in a bid to boost its green credentials.

GLOBAL PALM STANDARDS

Indonesia is seen as a key player in the fight against climate change and is under intense international pressure to curb its rapid deforestation rate and destruction of carbon-rich peatlands. 

Indonesia's agriculture ministry said in April that it planned to issue Indonesian Sustainable Palm Oil (ISPO) certification to cover the operations of planters amid pressure from green groups to halt deforestation. 

The Roundtable on Sustainable Palm Oil (RSPO), which groups planters, green groups and consumers, is the only other major group to have set up green standards for the industry.

But unlike RSPO, which does not impose sanctions on members that violate its voluntary standards, those found to be breaking ISPO rules will be punished by law, a ministry official said in November. 

"What we have to watch is that the Indonesia standards for sustainable palm oil are not going to be different from the Roundtable standards," added Polman. 

"Companies like ours, which cannot control where we buy from and where the product goes, cannot operate with five or ten different standards for every country ... You have to have global standards." 

Earlier this year, the new secretary general of the RSPO described the ISPO as "excellent" and said it would compliment the RSPO.

Speculative trading in commodities is also a hot topic for both food producers and consumers, with some governments looking to limit speculative positions held by traders.

"We have to really stop this speculation but still we need the platform to really trade," Widjaja said. "The commodity will need an exchange to do the trade, but this has been misused by a lot of fund managers, by using computer trading."

"They just trade and you can see it is very volatile -- sometimes it's not based on fundamentals anymore." Source: Reuters

Indonesia Shares May Find Support On Tuesday

The Indonesian stock market has closed lower in four straight trading days, declining more than 90 points or 2.5 percent in that span. The Jakarta Composite Index finished just below the 3,750-point plateau, and now traders are expecting little movement when the market opens on Tuesday.

The global forecast for the Asian markets offers little clarity, with traders waiting on a raft of economic data from China that is due out later this morning. Commodity prices also have stalled, leaving little guidance or investors, while technology stocks also may be soft. The European and U.S. markets were mixed, and the Asian bourses expected to follow suit.

The JCI finished sharply lower on Monday following consolidation among the energy producers and resource stocks.

For the day, the index dropped 38.89 points or 1 percent to finish at 3,748.76 after trading between 3,728.40 and 3,787.37.

Among the decliners, Energi Mega Persada plunged 3.4 percent, while Benakat Petroleum Energy fell 3.3 percent, Bumi Resources dropped 2.9 percent, Hexindo Adiperkasa lost 1.6 percent and Timah shed 2 percent.

The lead from Wall Street is fairly rudderless after drifting through a lackluster day of trading on Monday, as a spate of merger announcements was not enough to clear away the economic concerns that have weighed on stocks in recent weeks. The major averages posted modest gains in early trading, boosted by the announcement of a number of M&A deals. However, the early gains gave way in the mid-morning and stocks hovered around the unchanged mark through much of the session.

Last week, stocks continued a downtrend that began in early May. Friday saw the Dow close below the 12,000 mark for the first time since mid-March, as traders reacted to a string of weak economic reports.

Economic concerns continued to weigh on the market on Monday, though there was no fresh data to drive markets. There was a further sign of instability in Europe, however. S&P lowered its debt rating for Greece once again, another hit for that financially troubled country.

Merger deals were a key theme of corporate news on Monday. VF Corp. (VFC), the owner of the North Face brand of outdoor apparel, announced that it has reached a deal to buy hiking boot maker Timberland (TBL). The purchase is valued at $43 per share, or a total enterprise value of $2 billion net of cash acquired. Timberland jumped $13.21 to close at $43.20. Source: RRTNews

Rekomendasi HD Capital, 14 Juni 2011

Rekomendasi HD Capital untuk perdagangan Selasa, 14 Juni 2011.

BUY: (BUMI, ASII, ENRG, BBRI)

Koreksi hebat di IHSG akibat imbas regional membuat banyak emitten menarik untuk di akumulasi mengingat scenario ekonomi domestic menunjang seperti prediksi GDP 6.5% dan inflasi 6% tahun ini dapat menarik liquiditas masuk ke asset berisiko berbentuk rupiah.

• IHSG close (13-06) 3.813.623(-37.297/-1.01%) (Val.Rp.3.4T) 

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

 

Stock picks:

1.      Bumi Resources (BUMI) (BUY) (Target Rp.3.450) (Close 13/06 Rp.3.325)

• Aksi korporasi yang memotong utang sehingga terjadi peningkatan laba dari pengurangan beban bunga utang serta outlook batubara yang kondusif untuk 2011 menjadi katalis untuk akumulasi saham berkapitalisasi terbesar di sector batubara dan grup bakrie sendiri pasca koreksi yang terjadi selama beberapa hari ini.

• Entry (1) Rp.3.325, Entry (2) Rp.3.250, Cut loss point: Rp.3.175

 

2.    Astra International (ASII) (BUY): (Target: Rp.58.100) (Close 13/06: Rp.56.600)

• Skenario ekonomi kondusif seperti suku bunga tetap 6.75%, sovereign upgrade rating S&P ke BB+, proyeksi GDP diatas inflasi mendukung pertumbuhan kredit mobil sehingga target penjualan tahun ini dapat tercapai.

• Entry (1) Rp.56.500, Entry (2) Rp.56.100, Cut-loss point: Rp.55.600

 

3.    Energi Mega Persada (ENRG) (BUY): (Target: Rp.220) (Close 13/06 Rp.197)

• Skenario earnings recovery untuk 2011 dari proses restructuring hutang grup Bakrie serta gambaran technical yang menarik (pattern high low masih bertahan) membuatnya menarik di akumulasi pasca penurunan yang lumayan tajam dalam sehari.

• Entry: (1) Rp.197, Entry (2) Rp.192, Cut loss point: Rp.189

 

4.   Bank BRI (BBRI) (BUY): (Target: Rp.6.450) (Close 13/06 Rp.6.250).

• Bisnis model yang solid dalam segmen micro lending dengan margin keuntungan tinggi dan pertumbuhan kredit diatas rata2 serta optimism akan laba dan pertumbuhan kredit untuk quartal kedua (Q2) 2011 merupakan katalis positif untuk menambah positif.

• Entry: (1) Rp.6.250, Entry (2) Rp.6.100, Cut loss point: Rp.5.900

 

Dibuat oleh: 

Yuganur Wijanarko

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

Rekomendasi Beberapa Sekuritas, 14 Juni 2011

Rekomendasi beberapa sekuritas untuk perdagangan Selasa, 14 Juni 2011.

1. E-Trading Securities

Pada perdagangan kemarin, indeks turun 39 poin (-1,02%) ke level 3.748,76, terbesar dalam empat hari terakhir, menyusul sentimen negatif dari sejumlah bursa global. Secara teknikal, IHSG kembali bergerak terkoreksi dengan menembus garis MA 60 di level 3748. Hari ini, indeks diperkirakan masih bergerak terkoreksi terbatas  di kisaran 3.716–3.765. Cermati INTP dan AKRA.

2. Indo Premier Securities

Bursa Asia bergerak mixed namun sebagian besar lesu karena kekhawatiran akan perlambatan ekonomi dunia.  Indeks hari ini akan dipengaruhi pengumuman inflasi Tiongkok. Pergerakannya di kisaran 3.675-3750.

3. Sinarmas Sekuritas

Pada perdagangan Selasa (14/6), secara teknikal, indeks cenderung bergerak melemah pada kisaran 3.722-3.780 Ketidakpastian akan global economic recovery masih memberikan sentimen negatif. Perhatikan BDMN, SMGR, TINS, EXCL.

4. Sucorinvest Central Gani

Indeks melemah 39 poin kemarin dipimpin oleh sektor komoditas, barang konsumsi,keuangan, manufaktur, aneka industri, properti, seiring merosotnya indeks regional. Hari ini indeks diperkirakan berfluktuasi melemah pada kisaran 3.719-3.761. Hold AKRA, BTEL, PTBA, sell ADRO, BBTN, BRPT, BUMI, DEWA, ITMG, UNVR.