Bank Negara Indonesia says H1 net profit jumps 41 pct

Bank Negara Indonesia (BNI) , Indonesia's fourth biggest lender by assets, on Monday reported first-half net profit rose 41 percent as loan growth picked up.

The lender's first half net profit was 2.73 trillion rupiah ($320.2 million), compared with 1.93 trillion rupiah in the same period a year earlier, the bank said in a statement.

BNI's net interest income rose 5 percent to 6.1 trillion rupiah, from 5.8 trillion rupiah a year ago.

BNI shares were flat in the first half of this year, underperforming the broader market which was up five percent. ($1 = 8527 Rupiah). Source: Reuters

Nissan to invest $313 mln in expanding Indonesia factory

Nissan Motor Co , Japan's No.2 carmaker, plans to invest around $313 million to expand its existing factory in Indonesia to increase output, said Takayuki Kimura, Nissan's Indonesian chief, on Monday.

Kimura said the firm plans to more than triple its output by 2013.

This is a larger expansion than it planned last year, when Nissan said it aimed to double its car production and market share in Indonesia by 2013. Source: Reuters

Rekomendasi Beberapa Sekuritas, 25 Juli 2011

Rekomendasi beberapa sekuritas untuk perdagangan Senin, 25 Juli 2011.

1. E-Trading Securities

Pada perdagangan Jumat (22/4), IHSG naik 38 poin (0,95%) ke level 4.106, tertinggi sepanjang sejarah. Asing membukukan net buying Rp 510 miliar. Secara teknikal, IHSG telah berada dalam kondisi overbought. Hari ini indeks diperkirakan menguat terbatas di kisaran 4.068-4.153. Cermati MAPI, GJTL, dan AALI.

2. Sucorinvest Central Gani

IHSG hari ini diprediksi berfluktuasi dengan potensi profit taking pada kisaran 4.088-4.121. Short term dan long term MA terlihat bullish, sementara daily weekly MACD outperform. Tapi, kenaikan indeks pada Jumat lalu diikuti penurunan volume.  Buy BBCA, MEDC, PGAS, SGRO, SMGR, sell ELTY, INCO.

Rekomendasi HD Capital, 25 Juli 2011

Rekomendasi HD Capital untuk perdagangan Senin, 25 Juli 2011

BUY: (BMRI, BUMI, INDF, BBRI)

• Walaupun dapat terimbas efek Dow Jones yang terkoreksi, namun beberapa saham blue chips yang turun tipis Jumat lalu di saat IHSG plus dapat melawan tren profit taking Senin ini, terutama yang mempunyai agenda corporate action (dividen), tidak mengikuti laju kenaikan IHSG Jumat lalu (melawan siklus) atau menunggu hasil laporan keuangan 1H keluar. 

• IHSG close (22-07) 4.106.64 (+38.56/+0.84%) (Val.Rp.3.4T)

• Support: 4.056-3.996-3.870, Resistance: 4.125-4.200

 

Stock picks:

1.     Bank Mandiri (BMRI) (BUY) (Target Rp 7.900) (Close 22/07 Rp 7.600)

• Diperkirakan sektor perbankan akan kembali bermain untuk menahan laju penurunan IHSG akibat profit taking regional, bila dililhat secara fundamental (valuasi masih 14x PER di bawah valuasi 15x PER IHSG) dan technical (jenuh jual dan tren masih positif) BMRI cukup menarik dengan target resitance atas di Rp 7.750-7.900.

• Entry (1) Rp 7.600, Entry (2) Rp 7.600, Cut loss point: Rp 7.450

 

2.    Bumi Resources (BUMI) (BUY): (Target: Rp 3.300) (Close 22/07 Rp 3.125)

• Sentimen positif dari proses debt restructuring dan dividen Rp 40/saham cum 27 Juli telah mengangkat BUMI untuk tutup di atas resitance gap atas Rp 3.100 pada penutupan Jumat (weekly closing) yang secara technical signifikan untuk memberikan signal menuju resistance berikutnya di Rp 3.275 (ma 50-hari) dan Rp 3.350.

• Entry: (1) Rp 3.100, Entry (2) Rp 3.050, Cut loss point: Rp 2.950

 

3.   Bank BRI (BBRI) (BUY): (Target: Rp 6.850) (Close 22/07 Rp 6.650)

• Keadaan yang jenuh beli di stochastic daily yang juga sudah cross up menandakan bawah koreksi yang terjadi selama beberapa hari ini mulai kehilangan momentum negatif turun sehingga berpotensi terjadinya upward retracement menuju resistance garis down-trendline pertama di Rp 6.850.

• Entry (1) Rp 6.600, Exit (2) Rp 6.500, Cut loss point: Rp 6.400

 

4.       Indofood Sukses Makmur  (INDF) (BUY): (Target: Rp 6.150-6.300) (Close 22/07 Rp 6.000)

• Dividen Rp 133/saham dengan cum tanggal 26 Juli, penguatan rupiah yang mengurangi beban utang dan import cost gandum dalam US$, daya beli masyarakat tinggi yang dapat menopang kenaikan harga mie merupakan katalis positif untuk akumulasi.

• Entry: (1) Rp 5.950, Entry (2) Rp 5.850, Cut loss point: Rp 5.750

 

 

Dibuat oleh: 

Yuganur Wijanarko

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

Saham-saham yang dominan dibeli asing, 22 Juli 2011

Saham-saham yang dominan dibeli asing, Jumat 22 Juli 2011.

Kode Saham                        Volume                  Jual                      Beli

AALI	645,500	185,000	336,500
ACES	404,500	3,500	400,000
ADHI	1,460,000	0	638,500
ADMG	106,251,500	980,000	1,305,500
ADRO	46,810,500	5,953,500	19,406,500
AISA	11,764,000	0	103,500
AMAG	7,211,500	0	300,000
AMFG	115,000	0	58,000
AMRT	16,000	0	4,000
ANTM	9,829,000	498,000	1,332,000
APLN	12,358,000	0	2,070,000
ARTI	33,674,000	0	500,000
ASBI	1,831,500	0	75,000
ASGR	584,500	0	65,500
ASII	2,265,000	1,338,500	1,646,500
BBCA	9,348,000	5,225,500	5,511,500
BBKP	26,919,000	542,000	6,750,000
BBNI	60,113,000	22,676,500	45,601,000
BBRI	51,311,500	19,720,000	30,577,000
BDMN	4,220,500	2,468,500	2,863,500
BHIT	423,562,000	42,497,000	102,720,000
BISI	7,316,000	89,500	110,000
BJBR	9,707,500	0	1,000,000
BLTA	87,760,000	15,600,000	27,001,500
BORN	30,298,500	1,967,000	3,974,500
BRAU	135,588,500	8,253,000	48,668,500
BSDE	20,513,000	7,881,000	17,402,000
BTPN	1,173,500	89,500	770,000
BULL	53,809,500	0	47,000,000
BVIC	21,833,000	0	664,500
CFIN	7,718,500	209,000	1,663,000
CMNP	28,621,500	75,000	325,000
CPIN	31,046,500	231,000	12,473,000
CTRA	25,631,000	7,519,000	11,760,500
CTRP	4,770,500	0	3,100,000
DEWA	657,125,000	5,800,000	8,016,000
EKAD	5,343,500	0	35,000
ELTY	201,507,500	0	67,608,000
EMDE	1,245,500	0	896,000
ENRG	1,017,843,500	31,522,500	180,516,000
EXCL	3,991,000	2,524,000	2,720,000
GIAA	4,876,000	0	50,000
GJTL	23,701,000	2,476,000	8,731,500
HEXA	1,076,000	306,000	454,500
ICBP	952,000	0	160,500
IMAS	4,075,000	421,500	2,574,500
INDF	4,621,000	1,444,500	1,493,500
INDY	7,483,000	372,000	4,652,500
INKP	4,641,500	1,900,000	2,460,000
INRU	40,000	0	40,000
INTA	47,955,500	0	550,000
INTP	2,884,000	1,864,000	1,961,500
IPOL	43,995,000	0	2,750,000
ISAT	2,724,500	46,500	721,000
ITMG	1,464,000	88,000	147,000
JPFA	6,205,000	273,000	905,000
JSMR	6,066,000	333,000	440,000
KAEF	7,598,000	0	2,500,000
LPCK	40,037,000	0	3,500,000
LPPS	627,500	0	30,000
LSIP	11,403,500	72,500	1,110,000
LTLS	4,496,500	135,000	233,000
MAPI	12,223,500	7,175,500	8,536,500
MBAI	40,000	0	33,500
MBSS	18,815,000	500,000	3,300,000
MEDC	14,944,000	30,500	819,500
MIDI	1,799,000	600,000	966,000
MNCN	27,892,000	10,687,500	22,388,000
MPPA	1,755,500	18,000	54,500
MYOR	224,500	11,000	137,500
NISP	42,000	0	40,000
PGAS	26,148,500	476,000	18,175,000
PNBN	14,158,000	1,339,500	3,851,000
PNLF	28,392,000	0	7,037,500
PTBA	2,088,000	81,500	689,500
PTIS	318,000	0	110,000
PTPP	6,824,000	0	500,000
ROTI	734,500	24,000	439,000
SCMA	336,000	114,000	309,500
SIMP	22,071,000	2,700,000	8,833,000
SIPD	144,544,000	450,000	15,500,000
SMAR	243,000	7,000	26,000
SMCB	3,981,500	1,424,500	2,986,500
SMMA	807,000	2,500	147,500
SMRA	10,739,500	4,054,000	4,474,000
SSIA	37,690,500	7,119,000	7,774,500
TBIG	2,002,500	1,386,500	1,873,500
TINS	12,774,500	2,025,000	9,336,000
TLKM	13,681,500	4,279,500	10,194,000
TURI	25,626,500	6,151,500	11,095,500
UNVR	889,500	220,000	660,000
WOMF	2,654,500	250,000	293,500