Saham-saham yang dominan dibeli asing, 15 Juni 2011

Saham-saham yang dominan dibeli asing, Rabu 15 Juni 2011.

Kode Saham                        Volume                     Jual                         Beli

AALI	288,500	25,500	164,500
ABDA	522,500	0	68,000
ACES	31,500	0	30,000
ADMG	8,014,000	0	60,000
ADRO	12,957,000	100,000	2,909,500
AKRA	9,153,000	0	1,929,000
ALMI	128,500	0	15,000
AMAG	1,384,500	0	300,000
ASII	4,234,000	696,500	3,751,500
ASRI	22,705,000	2,740,000	10,553,000
AUTO	62,500	0	46,000
BBCA	11,397,500	1,372,000	8,463,000
BBKP	19,554,500	1,000	4,000,000
BBRI	29,535,500	2,063,000	10,319,000
BBTN	10,893,000	1,177,000	8,021,500
BDMN	4,629,500	0	569,500
BHIT	79,739,000	12,505,500	14,758,500
BJBR	9,135,000	0	359,000
BKSW	301,000	0	300,000
BMRI	22,363,000	1,595,000	7,641,000
BMTR	9,280,500	2,000,500	2,325,000
BNII	373,000	0	55,000
BRAU	8,882,000	0	6,200,000
BRMS	44,262,500	250,000	755,000
BTEL	22,027,500	0	6,072,000
BUDI	28,062,000	875,000	2,880,000
BWPT	9,271,500	0	1,985,500
BYAN	215,500	0	100,000
CFIN	3,090,000	0	685,500
CLPI	3,555,500	25,000	114,500
CMNP	31,600,000	2,147,000	7,432,500
CPIN	7,795,000	658,000	2,458,500
CTRA	10,591,000	1,008,500	3,666,000
CTRP	5,939,000	0	4,000,000
EKAD	72,733,000	5,689,500	6,822,500
ELSA	2,325,500	0	5,000
EMDE	2,015,500	0	2,500
EMTK	757,500	0	259,500
EPMT	104,500	0	65,500
EXCL	9,744,000	1,053,000	7,140,000
GGRM	1,095,500	246,500	918,500
GIAA	5,117,500	0	80,000
HEXA	122,000	0	60,000
HRUM	1,921,500	440,000	1,393,000
IDKM	87,500	0	87,000
INCO	6,909,500	2,165,500	2,813,500
INDF	7,406,500	1,184,000	4,625,500
INTA	28,686,500	357,000	2,962,000
INTP	1,156,000	366,000	459,000
ISAT	4,258,000	2,670,000	2,709,000
ITMG	454,500	87,000	208,500
JAWA	4,562,500	0	200,000
JSMR	12,013,000	2,260,500	3,675,500
JTPE	4,175,000	0	105,500
KAEF	1,826,500	0	1,367,000
KIJA	8,485,000	0	3,000,000
KKGI	123,000	6,500	30,000
KLBF	12,261,000	5,576,500	6,509,000
LPKR	54,021,000	2,262,500	17,246,500
LPPS	3,786,000	0	866,000
LSIP	14,591,500	4,206,000	6,757,500
MAIN	8,714,500	111,000	298,000
MAPI	2,902,500	836,500	1,692,500
MBSS	4,735,000	0	500,000
MDRN	229,000	0	198,000
META	1,207,000	0	125,000
MIDI	177,000	0	15,000
MLPL	8,271,000	0	1,239,000
MNCN	36,168,000	17,939,000	21,524,000
PANS	686,500	0	20,000
PTPP	1,527,500	0	1,155,000
PWON	21,230,500	0	750,000
RALS	1,671,500	0	700,000
SCMA	918,000	0	154,500
SGRO	575,500	28,000	220,000
SIMP	69,050,500	1,724,000	27,184,500
SMCB	1,636,000	81,000	501,000
SMGR	6,013,000	941,000	4,261,500
SMRA	1,772,500	120,500	926,500
TBIG	508,000	79,500	150,000
TBLA	1,957,000	0	350,000
TKIM	274,000	5,000	76,500
TRUB	80,073,500	0	25,000
UNTR	4,752,500	1,118,000	2,404,000
UNVR	1,313,500	11,000	993,500

Asahi Flat Glass Beli 60 Hektare Tanah

PT Asahi Flat Glass Tbk (AMFG) membeli tanah seluas 60 hektare di Cikampek, Kabupaten Karawang, Jawa Barat senilai Rp 69,5 miliar. Tanah tersebut dibeli dari PT Bumi Pusaka Prima Perintis yang ditandatangani akta jual belinya pada 13 Juni 2011. Penjual dan pemilik tanah tersebut tidak memiliki hubungan afiliasi apapun dengan AMFG.

Tjiwi Kimia Akuisisi 40% Saham Inhutani I

PT Pabrik Kertas Tjiwi Kimia Tbk (TKIM) mengakuisisi 40% saham PT Eksploitasi dan Industri Hutan I (PT Inhutani I). Sebelumnya, sejak 2009, perseroan telah memiliki 60% saham Inhutani I.

Pembelian saham tersebut ditandatangani pada 13 Juni 2011. Nilai pembelian adalah Rp 14,75 miliar.

GDF Suez: JV To Develop 3rd Geothermal Project In Indonesia

French power group GDF Suez SA (GSZ.FR) Wednesday said it entered a joint venture along with Marubeni Corporation (8002.TO) and Supreme Energy for the development of the Rantau Dedap geothermal project located in the South Sumatra province. 

MAIN FACTS:

- The agreement follows the appointment of Supreme Energy as winner of the concession tender and the award of the geothermal mining license to PT Supreme Energy Rantau Dedap, the company charged with further development of the project. 

- Supreme Energy and IPR-GDF SUEZ were joined by Marubeni Corporation to constitute a partnership bringing to the geothermal sector in Indonesia an unmatched combination of technical skills, geothermal expertise and IPP development and operation experience in Indonesia and worldwide. 

- Supreme Energy Rantau Dedap will negotiate the Power Purchase Agreement (PPA) with PT. Perusahaan Listrik Negara for the sales of the electricity from the geothermal resource before starting exploration activities and the development of the power generation plant upon successful exploration. 

- The targeted 220 MW geothermal power plant in the Rantau Dedap area is part of the Indonesian government's second 10,000 MW accelerated electricity development program. It will contribute to meeting the rising need for electricity in the country, using renewable energy resources.

Pertamina plans upstream buys this year

Indonesia's state energy firm Pertamina aims to buy overseas oil and gas assets to meet ambitious 2015 output targets and is in talks with ExxonMobil (XOM.N) over an Angolan block.

Pertamina CEO Karen Agustiawan said she expected to sign deals for overseas blocks this year, with funding not a problem to compete with other energy hungry Asian countries seeking assets from Southeast Asia to Africa to ensure supply security.

"When there is sugar, all ants will come," Agustiawan said in an interview for the Reuters Energy and Climate Summit. "Finance is the least problem that we have. It is more toward is there the opportunity, and how sweet is the opportunity, and how small is the risk."

Pertamina raised $1.5 billion from issuing a global bond last month, which could go toward funding a deal for ExxonMobil's 25 percent stake in an Angolan oil block slated to produce around 150,000 barrels per day (bpd) from next year.

"We are in a definitive discussion," said Agustiawan, who started her 27-year career in the industry with Mobil Oil.

The company is also eyeing stakes in 10 oil and gas blocks in countries such as Iraq, Libya, Algeria, Brazil and Vietnam, as it seeks to boost its oil and gas output from 440,000 boepd now to one million by 2015.

"By optimizing what we have domestically, the gap will be about 160,000 boepd," she said. "There is some progress. There will be some signing this year."

Agustiawan said further capital raising to fund its plans could come from listing subsidiaries in the first half of 2011, to tap strong portfolio investor interest in a country on the verge of an investment grade sovereign rating.

The former OPEC member has struggled to attract new direct investment to increase energy production, given policy uncertainty and corruption, leading to declining output at aging fields that has derailed plans to reach output targets.

Indonesia expected to produce 970,000 bpd of oil in total this year, but its energy watchdog said last month that realistically production would be no more than 945,000 bpd.
Agustiawan identified the need for agreement between central and regional governments together with investors and local communities, plus problems in land acquisition and infrastructure development, as hurdles that often led to slow progress on developing resources.

Pertamina's domestic output will be boosted by the ExxonMobil-led Cepu block, in which it owns a 45 percent stake, but Agustiawan said peak production of 165,000 bpd is not expected until the fourth quarter of 2014, delayed from previous expectations of end-2013 or early 2014.

She added Pertamina and ExxonMobil were in talks on how to develop the block's gas given surging domestic industry demand.

GROWING DEMAND
Agustiawan said demand for fuel would keep growing along with growth seen at over six percent in Southeast Asia's largest economy, though she expressed confidence the country could keep meeting export commitments for liquefied natural gas (LNG).

Yet the world's No. 3 LNG supplier is only expected to export 362 cargoes this year, down from 427 last year, and is building several import terminals. It still lacks 1.5 million tonnes a year for a Jakarta receiving terminal from next year.

"We are talking to several suppliers. We are talking to Qatar and Australia," said Agustiawan, a tough talking mother of three who gets up at 4 a.m. daily to run on a treadmill.

The country's dilapidated refineries mean it is also Asia's biggest gasoline importer, and shipments are likely to grow as car sales are hitting record levels. A slew of agreements have been signed with Middle East producers in recent years to build refineries, but work has not started on any new plants.

Agustiawan admitted no new refinery was likely to come onstream in the next five years give the building time lag, and said refining margins were marginal, but was hopeful she would sign a final deal with Kuwait Petroleum Corp (KPC) this year for a refinery of up to 300,000 bpd on the main Java island.

Lawmakers have pushed back plans to wean motorists off cheap subsidized fuel, but Agustiawan did not see the lack of market prices as a limiting factor for refinery investment.

"I think this is a captive market in terms of growth. Energy consumption in Indonesia is going very rapidly," she said. Source: Reuters

Rekomendasi HD Capital, 16 Juni 2011

Rekomendasi HD Capital untuk perdagangan Kamis, 16 Juni 2011.

BUY: BMRI, INDF, UNTR, SMGR

Walaupun terimbas berita negative regional, namun secara technical keberhasilan IHSG untuk menutup di atas support lama yang menjadi resistance kunci, yaitu 3.770 membuat tren kedepan lebih menunjang untuk mencoba bermain di high lama 3.880.

• IHSG close (15-06) 3.794.255(+20.933/+0.55%) (Val.Rp.3.2T)

• Support: 3.770-3.730, Resistance: 3,880-3.950

 

Stock picks:

1.      Bank Mandiri (BMRI) (BUY) (Target Rp.7.300) (Close 15/06 Rp.7.000)

• Posisi rupiah yang kuat menguntungkan BMRI karena 20% dari asset bank berbentuk obligasi pemerintah dengan yield rendah.

• Pasar optimis pertumbuhan kredit dapat naik diatas 18% (rata-rata tiga tahun terakhir) didukung oleh dana pasca rights, asset besar serta pemulihan kredit macet.

• Entry (1) Rp 7.000, Entry (2) Rp.6.900, Cut loss point: Rp.6.800

 

2.    Indofood Sukses Makmur (INDF) (BUY): (Target: Rp.5.550) (Close 15/06: Rp.5.400)

• Selama 9 bulan terakhir persero terbukti dapat menjaga margin penjualan dan keutungan serta market share (pangsa pasar) walaupun terimbas efek negative dari naiknya CPO dan harga gandum yang menjadi bahan baku mie.

• Entry (1) Rp.5.350, Entry (2) Rp.5.200, Cut-loss point: Rp.5.075

 

3.    United Tractors (UNTR) (BUY): (Target: Rp.23.550) (Close 15/06 Rp.22.950)

• Masuknya musim kemarau dapat membatu produksi unit batubara Pama untuk tahun ini mencapai target yang ditentukan.

• Potensi harga komoditas terutama batubara untuk terus naik di sepanjang tahun ini merupakan katalis positif untuk investor terus membangun posisi di UNTR.

• Entry: (1) Rp.22.850, Entry (2) Rp.22.600, Cut loss point: Rp.22.150

 

4.   Semen Gresik (SMGR) (BUY): (Target: Rp.9.700) (Close 15/06 Rp.9.400).

• Secara technical mulai ada proses perbaikan tren yang dimulai dengan buy crossover dari oversold area yang diberikan daily stochastic.

• Pasar mulai melihat proyek expansi kapasitas produksi semen yang dijadwalkan selesai akhir 2011 dapat meningkatkan laba persero kedepan seiring dengan naiknya volume produksi dan penjualan.

• Entry: (1) Rp.9.300, Entry (2) Rp.9.150, Cut loss point: Rp.9.050

 

Dibuat oleh: 

Yuganur Wijanarko

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

Rekomendasi Beberapa Sekuritas, 16 Juni 2011

Rekomendasi beberapa sekuritas untuk perdagangan Kamis, 16 Juni 2011.

1. E-Trading Securities

IHSG pada perdagangan kemarin naik 20 poin (0,56%) ke level 3.794. Asing melakukan net buying Rp 434 miliar. Secara teknikal, indeks kembali menguat dengan menembus area pola rectangle-nya. Namun, patut diwaspadai potensi pullback apabila kembali break dari support rectangle-nya di 3.776. Hari ini, indeks diperkirakan cenderung menguat di kisaran 3.746–3.814. Perhatikan MYOR dan MNCN.

2. Indo Premier Securities

Profit taking masih membayangi indeks hari ini.  Angka pengangguran mingguan Amerika Serikat yang akan diumumkan Kamis (16/6) malam akan memengaruhi indeks. Adapun pergerakannya berada di 3.725-3.825. Saham pilihan kami BMRI, BBRI, ASII, UNTR, KLBF, INDF.