Saham-saham yang dominan dibeli, 17 Juni 2011

Saham-saham yang dominan dibeli Jumat, 17 Juni 2011.

Kode Saham                        Volume                      Jual                     Beli

AALI	1,255,000	568,000	1,039,500
ADMF	47,500	0	25,000
ADMG	10,867,000	0	637,500
ADRO	47,279,500	12,070,000	26,014,000
AKRA	10,251,500	100,000	3,104,000
AMFG	234,000	0	3,500
APLN	16,750,000	0	1,248,500
ARNA	787,500	0	250,000
ASGR	969,000	0	26,000
BBCA	18,631,000	3,240,500	6,356,000
BBKP	22,467,000	224,000	8,349,000
BBTN	20,710,000	4,723,500	15,989,500
BISI	2,196,000	3,000	477,000
BJBR	27,347,500	5,533,500	7,213,500
BKSW	1,383,500	0	1,000,000
BMRI	26,245,500	7,318,000	15,070,000
BNII	851,000	4,500	164,500
BRAU	155,018,000	12,265,000	134,346,000
BTEL	20,133,500	512,000	885,500
BVIC	1,170,500	0	250,000
BYAN	193,000	26,500	72,000
CLPI	10,697,500	10,000	160,500
CPIN	13,297,000	1,116,000	6,938,000
DART	1,208,500	0	262,000
DEWA	354,309,500	0	51,704,500
DGIK	3,274,000	0	100,000
DILD	7,038,500	1,500,000	2,020,000
EXCL	3,273,500	564,500	2,068,500
FAST	38,500	0	20,000
GGRM	1,190,500	425,500	798,000
GIAA	15,575,000	5,000	20,000
HEXA	340,000	0	317,500
ICBP	8,110,000	1,830,000	5,631,500
INDF	6,927,500	2,269,000	2,761,500
INDY	13,725,500	4,092,500	4,156,000
INTP	3,358,500	924,500	2,224,000
INVS	316,000	127,000	313,500
IPOL	29,127,000	0	6,250,000
ISAT	3,089,000	352,000	565,000
JPFA	2,518,000	56,500	97,500
JPRS	3,149,500	0	150,000
KIJA	15,264,500	0	5,554,000
KKGI	674,000	0	71,500
KRAS	19,911,000	25,000	437,500
LPKR	67,101,000	3,859,500	17,550,000
LPPS	5,062,500	0	1,000,000
LSIP	15,045,000	4,040,000	8,480,500
LTLS	570,000	208,000	375,000
MAPI	4,880,000	2,059,500	2,984,000
MDRN	271,500	17,500	160,500
MEDC	7,397,500	2,041,500	3,191,500
MNCN	10,628,000	4,176,000	5,305,500
MYRX	8,462,000	0	272,000
PANS	981,500	0	20,000
PGAS	24,997,000	10,687,500	12,625,500
PNBN	190,000	0	80,000
PNLF	1,897,000	0	1,120,500
PTPP	3,893,500	0	2,704,500
PTSP	105,500	0	100,000
RMBA	1,706,500	1,325,500	1,500,000
ROTI	192,500	50,000	85,000
SGRO	8,262,500	868,500	2,645,000
SIMP	57,089,500	22,752,000	25,758,500
SMCB	12,021,500	681,500	3,802,500
SMGR	8,123,500	1,523,500	4,823,000
SMRA	4,299,500	1,731,500	2,633,500
TBIG	3,144,000	510,500	990,500
TBLA	3,368,500	50,000	207,500
TKIM	170,000	5,000	34,500
TRUB	69,912,000	0	5,025,000
TURI	1,894,000	0	102,500
UNTR	3,781,500	783,000	2,491,500
WIKA	4,896,000	1,051,000	2,904,000

Rekomendasi HD Capital, 20 Juni 2011

Rekomendasi HD Capital untuk perdagangan Senin, 20 Juni 2011.

BUY: (UNSP, ENRG, ASII, UNTR)

• Walaupun IHSG terkoreksi kembali akibat efek regional, namun beberapa emiten mulai menunjukan tanda oversold dengan potensi rebound. 

• IHSG close (17-06) 3.722.30(-18.17/-0.49%) (Val.Rp.3.4T)

• Support: 3.700-3,630, Resistance: 3,780-3.850

 

Stock picks:

1.     Bakrie Sumatra (UNSP) (BUY) (Target Rp 435-450) (Close 17/06 Rp 415)

• Outlook CPO yang masih positif, earnings recovery pasca rights issue tahun lalu untuk menghapus utang dan akuisisi anak usaha domba Mas yang menambah nilai kinerja serta valuasi PER/PBV yang jauh lebih rendah dari sektornya dapat mendorong technical rebound di atas price gap Rp 435.

• Entry (1) Rp 415, Entry (2) Rp 405, Cut loss point: Rp 395

 

2.    Astra International (ASII) (BUY): (Target: Rp 59.700) (Close 17/06 Rp 58.300)

• Walaupun mengalami koreksi minor untuk menutup posisi gap harga bawah di Rp 57.000, namun daily stochastic masih cross up dan menyeberang 50 neutral line sehingga momentum naik untuk menguji high 3-minggu terakhir di Rp 59.700 masih on track.

• Entry: (1) Rp 58.100, Entry (2) Rp 57.450, Cut loss point: Rp 56.350

 

3.   Energi Mega Persada (ENRG) (BUY): (Target: Rp 205) (Close 17/06 Rp 194)

• Optimisme investor asing maupun local mengenai proses pemulihan laba kedepan (ENRG akhirnya dapat membukukan laba di 2011 setelah sebelumnya 2 tahun berturut-turut mengalami rugi financial) masih berjalan sehingga menahan downside lebih lanjut di saham tersebut.

• Entry: (1) Rp 193, Entry (2) Rp 189, Cut loss point: Rp 186

 

4.       United Tractors (UNTR) (BUY): (Target: Rp 23.500) (Close 17/06 Rp 22.900)

• Bila UNTR berhasil mempertahankan daerah di atas price gap Rp 22.700 maka kenaikan masih dapat berlanjut hingga resistance berikutnya di 23.500 hingga membuat daily stochastic menembus neutral 50-line untuk proses perbaikan tren selanjutnya.

• Entry: (1) Rp 22.900, Entry (2) Rp 22.700, Cut loss point: Rp 22.450

 

 

Dibuat oleh: 

Yuganur Wijanarko

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

Royal Oak Akuisisi 7 Perusahaan Rp 512 Miliar

PT Royal Oak Development Tbk (RODA) mengakui telah menandatangani perjanjian pendahuluan jual beli atas saham tujuh perusahaan atau akuisisi senilai Rp 512 miliar.

"Kami sudah anggarkan beberapa proyek akuisisi. Tujuh diantaranya sudah ada kesepakatan dengan nilai mencapai Rp512 miliar," kata Financial Advisor RODA, Andreas Tjendana, di Jakarta.

Perusahaan yang diakuisisi RODA yakni PT Multi Pratama Gemilang, PT Tiara Sakti Mandiri, PT Fortuna Cahaya Cemerlang, PT Bangun Megah Pratama, PT Simpruk Arteri Realty, PT Indo Prakasa, PT Lumbung Mas Sejahtera.

Ia menambahkan, perusahaan juga tengah membidik tiga perusahaan properti untuk diakuisisi hingga akhir 2011. "Sampai akhir 2011, kita sedang membidik untuk mengakuisisi dua sampai tiga perusahaan properti. Sekarang masih dalam tahap negosiasi. Jadi hingga akhir 2011, bisa dibilang kita akan melakukan akuisisi terhadap kurang lebih 10 perusahaan properti," ujarnya.

Ia mengatakan, dana akuisisi itu berasal dari pinjaman perbankan dan pelepasan saham anak usaha (divestasi) RODA sebesar 99,86 persen saham di bidang keuangan PT Transpacific Mutual Capita (TMC) kepada PT Swadayanusa Kencana Raharja. "Dana akuisisi dari pelepasan saham anak usaha dan mungkin juga dari perbankan," ujarnya.

Direktur Utama RODA Subianto Satmaka menambahkan, divestasi saham anak usaha itu senilai Rp 730 miliar atau setara dengan 799,09 juta saham yang telah disetujui kedua pihak setelah ditandatanganinya Nota Kesepahaman pada 16 Mei 2011. "Dari proses divestasi, kami dapat dana Rp 730 miliar untuk pelepasan 799,09 lembar saham. Itu setara dengan 99,86 persen kepemilikan TMC. Dana ini akan kami gunakan untuk langkah akuisisi," ujarnya.

Ia mengatakan, proses divestasi dan akuisisi itu tengah menunggu persetujuan dari Rapat Umum Pemegang Saham (RUPS) yang akan digelar dalam waktu dekat. "Rencana pelepasan saham ini dilakukan untuk restrukturisasi anak usahanya terkait rencana perusahaan untuk fokus pada bidang properti saja. Kita tinggal mendapatkan persetujuan RUPS," katanya.

Ia mengatakan, langkah divestasi ini dipandang tepat karena dengan melepaskan investasi di TMC, perseroan dapat lebih berkonsentrasi investasi pada sektor properti yang sebenarnya merupakan bisnis inti perusahaan. "Bidang properti memiliki prospek yang menjanjikan seiring dengan pertumbuhan ekonomi Indonesia dan memenuhi kebutuhan investasi dan saran hunian perkotaan yang berkualitas bagi masyarakat umum," kata dia.

Bumitama to raise about $150 mln in S'pore IPO

* HSBC, DBS pre-marketing the IPO despite weak mkt sentiment

* Bumitama has alliance with IOI, aims to double planted acreage 

Indonesia's Bumitama Gunajaya Agro (BGA) is targeting a Singapore listing in the third quarter to raise around $150 million, in a bet that investor appetite for resources will hold up despite the overall weak market, sources said on Friday. 

"HSBC and DBS are currently pre-marketing the approximately $150 million IPO for BGA palm oil plantation on the Singapore Exchange. Management roadshows are expected to commence in early July," a source familiar with the deal told Reuters. The source did not want to be named because the information has not been made public. 

Two other sources said DBS will speak to some of its traders and potential investors later on Friday in Singapore, while HSBC has planned meetings in Hong Kong next week and London the week after. 

HSBC and DBS declined to comment.

It was not immediately clear if BGA will list all its operations in the IPO. BGA owns palm oil plantations and processes the fresh palm fruit into crude palm oil and palm kernel for sale in Indonesia. 

According to BGA group's website (www.bumitama.com), the group has operations in Kalimantan and Riau with a planted area of about 95,800 hectares.

BGA hopes to expand its planted area to 200,000 hectares by 2015 and has a partnership with Malaysia's IOI Corp. Source: Reuters

Bumi Q1 net profit up 16.5 pct on higher coal price

Bumi Resources, Asia's biggest thermal coal exporter, said on Friday its first-quarter 2011 net profit rose 16.5 percent as higher coal prices made up for lower output.

Bumi, controlled by the politically-connected Bakrie family and part-owned by Nathaniel Rothschild's mining investment vehicle Vallar , said its first-quarter net profit rose to $113 million from $97 million a year ago, based on Indonesian accounting principles that were meant to end in 2010.

First-quarter revenue grew 21 percent to $1.23 billion, compared with revenue of $1.02 billion in the year-ago period, said Dileep Srivastava, a Bumi director, in an emailed statement.

Analysts forecast Bumi's 2011 net profit to reach $498 million, according to Thomson Reuters I/B/E/S.

Strong demand from Asian economies including India, Japan and China has lifted the price Bumi gets for its coal for power stations, but production fell in the first quarter due to heavy rainfall near its main mines in Kalimantan.

Bumi expects to produce 67 million tonnes of coal this year, up about 10 percent from 2010.

Shares in Bumi gained more than 11 percent in the first quarter to outperform a Jakarta index up around 3.2 percent in the same period. Source: Reuters

Saham-saham yang dominan dibeli asing, 16 Juni 2011

Saham-saham yang dominan dibeli asing, Kamis 16 Juni 2011.

Kode Saham                       Volume                        Jual                              Beli

ACES	344.500	218.500	289.500
AKRA	6.083.500	169.000	1.212.500
AMAG	10.222.500	467.500	530.000
ARNA	936.000	0	50.000
ASGR	2.325.500	46.000	1.425.500
ASII	3.956.500	1.660.000	1.828.500
BAYU	281.000	0	100.000
BBCA	15.939.000	2.031.500	8.816.000
BBLD	445.500	0	100.000
BBNI	34.274.000	7.223.500	10.467.500
BBTN	12.683.000	6.855.000	11.698.500
BFIN	568.500	0	95.000
BHIT	95.021.000	0	20.553.000
BMTR	7.459.500	74.000	750.000
BNII	1.431.500	95.000	447.000
BRAU	18.938.500	2.500	9.325.000
BSDE	7.702.500	1.044.000	1.758.000
BTEL	10.127.500	17.500	515.500
BUDI	10.117.500	1.500.000	2.920.000
BVIC	988.500	0	200.000
CLPI	7.655.000	125.000	995.500
CPIN	12.046.500	427.000	3.318.500
CTRA	11.397.500	3.200.000	8.655.500
CTRP	3.988.000	0	1.500.000
DART	2.174.000	0	105.000
DAVO	7.406.500	0	100.000
DEWA	488.906.000	5.000	14.859.000
DGIK	13.443.500	0	2.000.000
DILD	4.787.000	0	1.106.500
ENRG	435.998.000	21.143.000	52.356.500
EXCL	5.215.500	1.117.500	2.270.500
GGRM	597.500	275.500	333.500
GIAA	20.909.000	0	20.000
GJTL	10.504.000	3.219.000	5.700.000
HEXA	1.510.000	38.000	833.500
ICBP	1.993.500	965.500	1.400.000
INDF	6.022.500	971.000	1.172.000
INDS	891.000	25.000	87.500
INTA	12.697.500	5.000	250.000
IPOL	25.838.500	0	275.500
KIJA	11.182.500	0	4.500.000
KKGI	685.000	0	216.000
KLBF	10.477.000	991.500	1.432.000
KRAS	14.619.000	5.000	156.000
LPKR	46.906.500	5.499.500	11.690.500
LPPS	3.521.000	12.000	2.000.000
LSIP	14.780.500	6.722.000	9.551.500
LTLS	498.000	0	239.000
MASA	28.170.500	0	4.400.000
MBSS	3.726.500	0	150.500
MDRN	100.500	0	100.500
MEDC	5.027.000	1.435.500	4.246.000
MLPL	9.844.000	0	1.879.000
PGAS	11.925.500	6.777.500	7.707.500
PNLF	12.462.500	1.000.000	2.955.500
PTPP	2.589.000	0	2.466.500
PWON	11.391.500	0	250.000
SCMA	695.500	0	94.000
SDRA	2.625.000	0	110.500
SGRO	1.757.000	432.000	999.500
SIMP	33.376.000	4.226.500	12.799.500
SMGR	10.142.500	991.500	6.362.500
SMRA	2.492.000	349.000	2.238.500
TBIG	3.429.000	750.000	2.706.000
TBLA	19.771.500	0	3.685.500
TRAM	52.458.000	0	295.000
TRUB	94.672.500	0	2.025.000
UNTR	4.203.000	1.250.000	2.107.500
UNVR	1.324.000	191.000	949.000
WIKA	1.277.500	0	509.500

Chandra Asri Tunda Rights Issue

Manajemen PT Chandra Asri Petrochemical Tbk (TPIA) menunda pelaksanaan rights issue karena kondisi pasar saat ini yang tidak menentu. Manajemen akan terus mempertimbangkan kesempatan yang tepat untuk masuk ke pasar modal.

Per 31 Maret 2011, CAP memiliki ketersediaan dana US$ 126 juta, sehingga dengan posisi keuangan yang kuat itu dan perkiraan arus kas dari kegiatan operasional, manajemen yakin terhadap kemampuan perusahaan untuk membiayai sendiri komitmen atas belanja modal, termasuk untuk pembangunan pabrik ekstraksi baru untuk butadiene dan butene-1.

CAP juga akan tetap komit pada strategi pengembangan yang telah disampaikan kepada pasar. CAP memiliki beragam pilihan pendanaan untuk mencapai pertumbuhan dan akan terus fokus pada upaya meningkatkan kapasitas, memperluas penawaran produk, dan memperoleh marjin dari sektor hilir. "Sebagai perusahaan petrokimia terbesar di Indonesia, kami berada pada posisi khusus yang akan memberikan kami keuntungan atas daya tarik fundamental di Indonesia," jelas Direktur CAP Suryandi.

Rekomendasi HD Capital, 17 Juni 2011

Rekomendasi HD Capital untuk perdagangan Jumat, 17 Juni 2011.

BUY: (GJTL, ASII, BUMI, PGAS)

• Optimisme pasar terhahap kinerja laba emiten untuk Q2 2011 dan proyeksi pertumbuhan GDP (6.5%) di atas inflasi (6%) dapat mendorong bargain hunting di bursa yang telah terkoreksi tajam akibat sentimen utang Yunani dan kenaikan suku bunga India.

• IHSG close (16-06) 3.740.470(-53.780/-1.40%) (Val.Rp.3.4T)

• Support: 3.730-3.700, Resistance: 3,880-3.950

 

Stock picks:

1.     Gajah Tunggal (GJTL) (BUY) (Target Rp 3.025) (Close 16/06 Rp 2.800)

• Optimisme margin penjualan di 2011 yang didukung oleh ekspansi pabrik yang rampung tahun depan, order dari Michelin serta permintaan dari industri mobil dan motor yang terus tumbuh dengan iklim suku bunga kondusif dapat menarik minat akumulasi untuk menahan downside lebih lanjut.

• Entry (1) Rp 2.800, Entry (2) Rp 2.725, Cut loss point: Rp 2.600

 

2.    Astra International (ASII) (BUY): (Target: Rp 59.700) (Close 16/06 Rp 58.150)

• Walaupun mengalami koreksi minor untuk menutup posisi gap harga bawah di Rp 57.000, namun daily stochastic masih cross up dan menyebrang 50 neutral line sehingga momentum naik untuk menguji high 3-minggu terakhir di Rp 59.700 masih on track.

• Entry: (1) Rp 58.100, Entry (2) Rp 57.450, Cut loss point: Rp 56.350

 

3.   Bumi Resources (BUMI) (BUY): (Target: Rp 3.350) (Close 16/06 Rp 3.150)

• Koreksi berlebihan selama 5 hari yang cukup tajam membuat BUMI cukup oversold (jenuh jual) dan terjadinya divergensi dari daily stochastic dengan harga saham sehingga technical rebound tinggal menunggu waktu

• Entry: (1) Rp 3.125, Entry (2) Rp 3.050, Cut loss point: Rp 2.900

 

4.       Perusahaan Gas (PGAS) (BUY): (Target: Rp 4.150) (Close 16/06 Rp 3.950)

• Status bahan bakar gas sebagai alternatif yang lebih murah versus diesel (75%) untuk sektor industri dapat offset permasalahan suplai gas yang belum sepenuhnya terkuasai hingga kini untuk emiten yang punya sifat defensif dalam koreksi pasar ini.

• Entry: (1) Rp 3.900, Entry (2) Rp 3.800, Cut loss point: Rp 3.725

 

 

Dibuat oleh: 

Yuganur Wijanarko

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

Rekomendasi Beberapa Sekuritas, 17 Juni 2011

Berikut rekomendasi beberapa sekuritas untuk perdagangan Jumat, 17 Juni 2011.

1. E-Trading Securities

IHSG kemarin terpangkas 53 poin (-1,42%) ke level 3.740. Secara teknikal, IHSG bergerak melemah dengan break dari garis support MA 60, sementara indikator Stochastic dan RSI kembali bergerak downtrend. Hari ini indeks cenderung melemah di kisaran 3.697–3.776. Perhatikan ASII dan BBNI. 

2. Trimegah Securities

Dengan tetap mencermati dampak sentimen negatif dari Eropa dan Amerika Serikat serta minimnya sentimen positif domestik, indeks hari ini masih cenderung moderat pada kisaran 3.730-3.805. Sell on strength SMGR, EXCL, ISAT. 

3. Indopremier Securities

Selama keputusan mengenai bailout utang Yunani belum dirilis, sulit bagi bursa saham untuk naik. Oleh karena itu, cermati emiten yang terkait dengan konsumsi domestik, yakni bank, semen, properti, consumer goods. Pergerakan indeks hari ini berada di 3.725-3825. Saham pilihan ketika harga turun adalah BMRI, BBRI, ASII, UNTR, KLBF, INDF.

4. Sinarmas Sekuritas

Pada perdagangan Jumat (17/6), secara teknikal, indeks cenderung bergerak melemah pada kisaran 3.710-3.783. Pergerakan bursa regional yang dipengaruhi krisis utang Eropa masih akan memberikan sentimen terhadap IHSG. Saham-saham yang dapat diperhatikan SMGR, ISAT, INCO, TLKM

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