Riset Indo Tambangraya Megah oleh AAA Sekuritas

Riset Indo Tambangraya Megah oleh AAA Sekuritas. Nilai wajar saham emiten ini adalah Rp 55.800. Target harga ini naik dari asumsi semula Rp 41.500 yang mencerminkan PE 12,4 kali untuk tahun buku 2011.
 
Riset Indo Tambang Oleh AAA Sekuritas

Coal Imports May Rise 78% to China, India, Drive Up Prices: Energy Markets

China and India may increase imports of coal by 78 percent to 337 million metric tons next year, further driving up prices from the highest in two years and diverting supplies from Europe to Asia. 

China may buy 233 million tons of the fuel for its power plants next year, up from 143 million in 2010, Citigroup Inc. said in a Nov. 29 report. India faces a shortfall of 104 million tons in the 12 months ending March 2012, mjunction Services Ltd., a Kolkata-based commodity trader, said in a note on Dec. 6, citing Coal Minister Sriprakash Jaiswal. 

Asia’s two fastest-growing major economies are burning more of the fuel as economic expansion raises demand for electricity. The International Monetary Fund forecasts that China’s gross domestic product will next year expand 9.6 percent and India 8.4 percent. China is adding about 100 gigawatts of coal-fired generators this year, more than the total capacity of U.K., according to official data. 

“All the indications are for increased demand in 2011,” Andrew Harrington, an analyst at Patersons Securities Ltd. in Sydney, said in a Dec. 9 interview. “China has become much more important especially because of the expectations that they will be unable to meet their own needs from domestic supply.” 

China’s appetite for the commodity sent benchmark domestic prices at the port of Qinhuangdao to a two-year high of $129 a ton for the week ended Nov. 26, according to data from IHS McCloskey, a Petersfield, U.K.-based researcher. 

Power-station fuel at the Australian port of Newcastle, the world’s biggest coal-export harbor, and South Africa’s Richards Bay climbed to the highest since October 2008, according to data compiled by IHS McCloskey on Bloomberg. 

Supply ‘Constrained’

“The thermal-coal market will remain tight as strong demand from emerging markets, particularly China and India, drives record levels of imports,” said Daniel Brebner and Xiao Fu, London-based analysts at Deutsche Bank AG. “Supply is anticipated to be constrained in key producing regions such as China, Indonesia and Australia.” 

Prices at Australia’s Newcastle port, a benchmark for Asia, rose to $109.80 a ton in the week ended Dec. 3, according to IHS McCloskey. 

Export prices at Richards Bay Coal Terminal gained $3.80, or 3.7 percent, to an average $107.11 a ton in the week to Dec. 3, IHS McCloskey data showed. Delivered prices to Europe jumped 8.2 percent, the most since April 30, to $117.53 as China and India competed for South African supplies. 

Indonesia Prices

The Indonesian government raised the reference price for coal sales in December by 8.3 percent from a month earlier, the steepest gain since it was introduced in February, the energy ministry said Dec. 8. The price benchmark for the fuel with a gross energy value of 6,322 kilocalories a kilogram increased to $103.41 a ton this month, according to the Directorate General of Coal and Minerals. 

Coal use in Asia climbed 6.4 percent last year, more than a 0.8 percent increase in oil consumption, according to BP Plc. 

Prices have also surged because of supply disruptions from heavy rain and flooding at mines in Indonesia, Colombia and Australia, while South Africa’s export growth has been crimped by a lack of rail capacity. 

Xstrata Plc, the world’s largest exporter of thermal coal, has declared force majeure on some Australian shipments on Dec. 7 because of flooding of mines. PT Bumi Resources, Indonesia’s largest coal producer, revised down its coal output target by 6 percent this year as heavy rains hampered mining, Director Dileep Srivastava said Nov. 11. 

Such disruptions have prompted South Africa and Colombia to divert supplies from traditional markets in Europe to higher- paying Asia. 

South Africa’s Share

South Africa accounted for about 30 percent of India’s thermal coal imports this year, according to ministry data. Shipments in the first nine months of this year increased 16 percent to 15.2 million tons, while China’s purchases surged to 5.1 million tons until October compared with 1.52 million tons it imported for the entire 2009, according to mjunction Services, which is backed by Tata Steel Ltd. and Steel Authority of India Ltd., and Chinese customs data. 

“Robust Chinese coal demand and import growth will continue throughout 2011,” Jeffrey Landsberg, president of New York-based Commodore Research & Consultancy, said Dec. 10 in an e-mailed response to questions. “China still has many decades left to develop. Only a fraction of the population, and really just the eastern part of the nation, has experienced profound growth. The rest of the country needs to develop as well.” Source: Bloomberg

Rekomendasi HD Capital, 14 Desember 2010

Untuk perdagangan Selasa, 14 Desember 2010, HD Capital merekomendasikan empat saham pilihan, yakni Telekomunikasi Indonesia (TLKM), Indofood Sukses Makmur (INDF), Berau Energy (BRAU), dan Bank Mandiri.

BUY: (TLKM, INDF, BRAU, BMRI)

• Koreksi tajam di IHSG akibat sentimen negatif dari rencana pembatasan bensin premium subsidi untuk mobil pribadi yang ditakutkan dapat menaikkan inflasi sebesar 1% berlebihan, sehingga rekomen akumulasi untuk antisipasi teknikal rebound.

• IHSG close (13-12) 3.692.23 (-55.48/-1.48%) (Val.Rp.3.6T)

• Support:3.670-3.575-3.500, Resistance: 3.725-3.800-3.840-

Stock picks:

1.    Telekomunikasi Indonesia (TLKM): (BUY) (Target: Rp 8.150) (close 13/12 Rp 7.800)

• Koreksi yang cukup tajam selama lebih dari dua pekan membawa TLKM ke daerah jenuh jual (oversold) dan valuasi PER 2011F 11-12x di bawah IHSG 13-14x sehingga rekomen akumulasi untuk upside adjustement.

• Entry: (1) Rp 7.800, Entry (2) Rp 7.600, Cut loss point: Rp 7.400

2.   Indofood Sukses Makmur (INDF) (BUY): (Target: Rp 4.950) (Close 13/12 Rp 4.750)

• Pembatasan non-subsidi BBM untuk mobil pribadi tidak akan mempengaruhi cost operational karena persero sudah mengunakan BBM subsidi dengan harga pasar dalam kegiatan sehari2.

• Valuasi PER 2011F turun menjadi 15x, cukup murah versus PER 2011F regional Asia consumer yang diperdagangkan di atas 16x.

• Entry (1) Rp 4.725, (2) Rp 4.650, Cut loss point: Rp 4.550

3.   Berau Coal (BRAU) (BUY): (Target: Rp 540) (close 13/12 Rp 520)

• Harga batubara yang sudah di atas $110/ton untuk lebih dari sepekan dan ekspektasi terhadap penguatan permintaan untuk 3 bulan kedepan dapat menaikan asumsi harga jual rata2 dan value reserve batubara persero.

• Entry: (1) Rp 510, Entry: (2) Rp 490, Cut loss point: Rp 480

4.    Bank Mandiri (BMRI): (BUY) (Target: Rp 6.850) (Close 13/12 Rp 6.500)

• Penguatan rupiah akibat ekspektasi bahwa Indonesia akan dinaikan lagi peringkat utangnya ke investment grade (bila memang pembatasan BBM jadi diberlakukan) positif buat BMRI yang mempunyai portofolio utang corporate dalam US$ dan valuasi yang dipengaruhi oleh risk free rate dari Indonesian bond yield.

• Entry: (1) Rp 6.400, Entry (2) Rp 6.300, Cut loss point: Rp 6.200

Dibuat oleh:

Yuganur Wijanarko

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

Indonesia's Semen Gresik to issue up to $300 mln bonds in H1 2011

Indonesia's biggest cement maker Semen Gresik plans to raise up to $300 million from bonds in the first half of 2011, to use the funds for acquisitions, said CEO Dwi Sutjipto on Monday. Source: Reuters

Indonesia's Danamon sees loan growth of over 20 pct next yr

PT Bank Danamon , Indonesia's sixth-largest lender, expects loan growth of over 20 percent next year, said Pradip Chhadva, the bank's director of treasury, on Monday.


Danamon is seeking up to 5 trillion rupiah ($554.2 milliion) in funds next year, which could come from a private placement, loan or bond issue, Chhadva said. Source: Reuters

Riset Prospek Emiten 2011 oleh Kim Eng Sekuritas

Riset Prospek Emiten 2011 oleh Kim Eng Sekuritas. Emiten pilihan Kim Eng Sekuritas untuk diinvestasi sepanjang 2011 adalah Astra Agro Lestari, Indocement, Jasa Marga, PP London Sumatera, United Tractors, dan Bank Mandiri.


Untuk emiten berkapitalisasi kecil menengah, pilihan jatuh pada AKR Corporindo, Alam Sutera Reality, Asahi Flat Glass, Astra Graphia, dan BW Plantation.


Berikut target harga untuk setiap emiten versi Kim Eng Sekuritas. 
AALI             Rp 28.500
INTP            Rp 19.550
JSMR           Rp   4.600
LSIP            Rp 13.500
UNTR          Rp 27.150
BMRI           Rp   8.200
AKRA          Rp    1.940
ASRI           Rp       385
AMFG         Rp     7.400
ASGR         Rp     1.355
BWPT        Rp     1.300


Riset Prospek Emiten 2011 Oleh Kim Eng Sekuritas

Rekomendasi HD Capital, 13 Desember 2010

Untuk perdagangan Senin, 13 Desember 2010, HD Capital merekomendasikan empat saham pilihannya, yakni Astra International (ASII), Alam Sutera Realty (ASRI), Telekomunikasi Indonesia (TLKM), dan Indofood Consumer Branding Product (ICBP) untuk dibeli.

BUY: (ASII, ASRI,TLKM, ICBP)

• Technical rebound akibat kenaikan regional (Dow) dapat membangkitkan IHSG pasca koreksi tajam yang terjadi Jumat lalu.

• IHSG close (10-12) 3.741.71 (-38.08/-1.01%) (Val.Rp.3.6T)

• Support:3.725-3.670-3.575, Resistance: 3.800-3.840-3.900

Stock picks:

1.    Astra International (ASII): (BUY) (Target: Rp 57.100) (close 10/12 Rp 53.900)

• Setimen positif dari kepercayaan diri beberapa pakar yang memproyeksikan bahwa kenaikan harga BBM di Januari sebesar 40% tidak akan mempengaruhi penjualan otomotif secara signifikan dapat membuat pelaku pasar sedikit lega.

• Kontribusi dari anak usaha Alat berat & CPO dapat menunjang kinerja laba di Q4 2010 & 2011F.

• Entry: (1) Rp 53.500, Entry (2) Rp 52.500, Cut loss point: Rp 51.500

2.   Alam Sutera (ASRI) (BUY): (Target: Rp 320) (Close 10/12 Rp 300)

• Outlook pertumbuhan ekonomi dan suku bunga untuk 2011 yang kondusif dapat meningkatkan proyeksi Laba dan NAVS 2011 untuk emiten properti dengan profitability ratio (NPM/ROE 2011F) tertinggi di sektornya.

• Entry (1) Rp 295, (2) Rp 285, Cut loss point: Rp 275

3.   Telekomunikasi Indonesia (TLKM) (BUY): (Target: Rp 8.150) (close 10/12 Rp 7.850)

• Koreksi yang berlebihan hari Jumat lalu membuat emiten telekomunikasi ini memasuki daerah jenuh jual (oversold) dengan potensi teknikal rebound dapat terjadi.

• Entry: (1) Rp 7.800, Entry: (2) 7.650, Cut loss point: Rp 7.550

4.    Indofood Consumer  (ICBP): (BUY) (Target: Rp 5.050) (Close 10/12 Rp 4.750)

• Koreksi sebesar 25% dari harga tertinggi pasca IPO beberapa bulan lalu membuat valuasi PER 2010 (16x) dari sebelumnya (16X) perusahaan consumer brand ini menarik kembali.

• Entry: (1) Rp 4.725, Entry (2) Rp 4.675, Cut loss point: Rp 4.550

Dibuat oleh:

Yuganur Wijanarko

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

Deutsche Bank Raises Coal Forecasts on Market Shortage

Deutsche Bank AG raised price forecasts for thermal coal by as much as 17 percent on expectations that a shortage of the fuel will widen over the next two years. 

Export power-coal prices at Richards Bay, South Africa, a market benchmark, will average $118 a metric ton next year and $140 in 2012, Daniel Brebner, a London-based Deutsche Bank analyst, said in a report dated today. That’s up from previous estimates of $110 and $120 respectively, he said. 

“Beyond winter, we expect that the thermal coal market will remain tight as strong demand from emerging markets, particularly China and India, drives record levels of imports,” Brebner said. “Supply is anticipated to be constrained in key producing regions such as China, Indonesia and Australia.” 

Coal demand will outpace supply by 28 million tons in 2011 and by 30 million tons the year after, Brebner said. Richards Bay coal prices rose to $107.11 a ton last week, the highest in more than two years, according to data from IHS McCloskey. Prices rose as lower-than-usual temperatures and snowstorms in Europe push up demand for the fuel. 

Paris will be as cold as minus 1 degree Celsius (30 degrees Fahrenheit) today, according to information on the World Meteorological Organization’s website. That’s compared with a December mean of 3.6 to 7.8 degrees Celsius from 1971-2000. Parts of Estonia are enduring the deepest snowfalls for this month since 1965, state broadcaster Eesti Rahvusringhaeaeling reported on its website. Source: Bloomberg

Target Price London Sumatera Set to IDR 14,824 by OSK Research Sdn

The nation’s second-largest listed plantation company had its rating increased to “buy” from “trading buy” at OSK Research Sdn. which cited a higher crude palm oil price assumption and lower taxes. 

OSK raised London Sumatra’s share-price estimate to 14,824 rupiah from 12,492 rupiah, Alvin Tai, an analyst at OSK, said in a report.

Rekomendasi HD Capital, 10 Desember 2010

Untuk Jumat, 10 Desember 2010, HD Capital merekomendasikan empat saham pilihan untuk dibeli, yakni Bank Mandiri (BMRI), Bank BJB (BJBR), Indo Tambang Megah (ITMG), dan Tambang Batubara Bukit Asam (PTBA).

BUY: (BMRI, BJBR, ITMG, PTBA)

• Bila terjadi pullback akibat pembentukan new high kemarin dengan kondisi jenuh beli, tetap rekomen akumulasi di beberapa emiten selektif

• IHSG close (09-12) 3.786.74 (+16.104/+0.43%) (Val.Rp.5.6T)

• Support: 3.725-3.640-3.575, Resistance: 3.800-3.850

 

Stock picks:

1.    Bank Mandiri (BMRI): (BUY) (Target: Rp 6.950) (close 09/12 Rp 6.750)

• Pangsa corporate & retail yang kuat, dan penyelesaian kredit macet di 2011 serta pemotongan pajak 5% pasca rights issue yang juga meningkatkan funding dapat menjadi katalis positif untuk akumulasi BMRI.

• Entry: (1) Rp 6.650, Entry (2) Rp 6.500, Cut loss point: Rp 6.400

 

2.   Bank Jabar (BJBR) (BUY): (Target: Rp 1.750) (Close 09/12 Rp 1.650)

• Profitabilitas tinggi, ROE 2011F 28% & ROA 2011F 14%, valuasi menarik dengan PBV 3.7x/ROE 28% 2011F di 11% & pangsa pasar terjamin karena pembayaran utang langsung dikurangi dari gaji pegawai negeri dapat menunjang pertumbuhan laba BJBR di 2011.

• Outlook suku bunga BI rate yang tidak berubah banyak di 2011 juga mendukung penyaluran kredit tinggi.

• Entry (1) Rp 1.630, Entry (2) Rp 1.610, Cut loss point: Rp 1.580

 

3.   Indo Tambang Raya (ITMG) (BUY): (Target: Rp 54.850) (Close 09/12 Rp 52.750)

• Penguatan harga batubara di atas $100/ton untuk jangka waktu lumayan lama dapat membuat appresasi harga cadangan batubara beberapa tambang terakuisisi tahun ini dimana produksi akan mulai terasa di 2011F.

• Entry: (1) Rp 51.560, Entry (2) 49.500, Cut loss point: Rp 48.500

 

4.   Bukit Asam (PTBA) (BUY) (Target: Rp 22.850) (close 09/12 Rp 21.950)

• Bila ada koreksi masih berlanjut untuk menutup gap di Rp 21.300 rekomen akumulasi karena outlook proyeksi laba didorong oleh harga batubara di atas $110/ton masih optimis.

• Entry: (1) Rp 21.300, Entry (2) Rp 20.700, Cut-loss point: Rp 20.000

 

 

Dibuat oleh: 

Yuganur Wijanarko

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

Rekomendasi Beberapa Sekuritas, 10 Desember 2010

Untuk perdagangan Jumat, 10 Desember 2010, tiga sekuritas ternama memberikan ulasan soal kondisi bursa, berikut saham-saham pilihan yang patut dicermatin para investor.

1. Erdikha Sekuritas

IHSG kembali memecahkan rekor dengan ditutup pada level 3786,10 (0,43%). Sektor perbankan dan perdagangan menjadi salah satu penopang penguatan indeks. Beberapa sektor seperti pertambangan, keuangan,infrastruktur dan perdagangan masih dalam tren positif, sehingga masih berpeluang menopang penguatan indeks. Saat ini indeks sedang menguji level 3.800. Para investor tetap harus mewaspadai aksi profit taking beberapa saham. Indeks bergerak pada kisaran 3.710-3.810. Saham-saham rekomendasi kami adalah CMNP, BBNI, dan BBKP.

2. Kresna Graha Sekurindo

Tekanan jual asing kembali membuat IHSG tertekan, meskipun ditutup menguat. IHSG diperkirakan masih akan berkonsolidasi di kisaran 3.740-3.810 dengan TLKM dan MEDC sebagai saham pilihan.

3. Sinarmas Sekuritas

Meski kenaikan indeks sudah cukup tinggi, pada perdagangan hari ini IHSG masih berpeluang menguat dengan rentang gerak 3.746-3.804. Namun perlu diwaspadai adanya aksi profit taking mengingat hari ini adalah perdagangan akhir pekan. Dapat dicermati pola pembelian selektif untuk ADHI, INCO, ASII.

Deutsche Bank Maintained Overweight Indonesian Banks

Deutsche Bank AG maintained an "Overweight" rating for Chinese, South Korean, and Indonesian banks. Meanwhile, the brokerage raising Malaysian banks to "Overweight" from "Neutral", according to the report by analysts Tracy Yu and Sophia Lee.

Asian banks may underperform on "overheating concerns" with a "significant" increase in Asia's property prices and inflation, Deutsche Bank AG said.

UPDATE 1-Indonesia's Krakatau eyes coking coal supply deals

* Sees coking coal demand at 2.65 mln T by 2014

* In talks with Borneo, Marunda on long-term coal deal

* Considering option to buy stakes in Borneo, Marunda

* Sees 2011 steel output at 2.8 mln T vs 2 mln T in 2010

PT Krakatau Steel, Southeast Asia’s biggest steelmaker, is in talks with 

miners PT Borneo Lumbung Energi and Marunda Graha Mineral to help 

feed coking coal demand that it sees at 2.65 million a year by 2014. 

This would be the first use of coking coal by Krakatau, which currently 

uses natural gas to produce steel. Armed with $301 million from a listing 

on the Jakarta stock exchange last month, it said it would consider taking 

equity stakes to secure the coal supply.      

“We are discussing with the two companies about security 

of supply,” Fazwar Bujang, Krakatau’s president director, said on the 

sidelines of a mining conference in Bali.  

“One of the options...is to have a participating stake. If we have some 

portion of shares, we will have better security of supply.”

Krakatau expects to consume 2.65 million tonnes of coking coal by 2014 

to fuel steel mills for its own projects in Cilegon, West Java, as well as 

its $6 billion joint venture project with South Korea’s POSCO.

The company expects to produce 2.8 million tonnes of steel next year, 

including 2.2 million tonnes of hot-rolled coil, compare to an estimated 

2 million tonnes this year. 

Prices for coking coal could climb next year, amid growing demand for 

steel as economic growth accelerates and the relative rarity of metallurgical 

or coking coal, worrying steelmakers. Anglo-Australian miner BHP Billiton  

plans to increase prices of coking coal for Japanese steelmakers by about 

8 percent from the current quarter for the January-March period.       

SOURCING IRON LOCALLY           

Krakatau is also trying to source more iron ore locally and is in talks with 

the local government in western Aceh province about developing iron ore. 

Bujang said indications were that the mine deposit was of good quality 

and sufficient quality, without giving details. Krakatau expects to produce 

300,000 tonnes a year of sponge iron from 2011 from a project in southern  

Kalimantan together with state miner PT Aneka Tambang.

“It will the first iron material that we source locally,” Bujang said, adding 

that the sponge iron will be processed in southern Kalimantan and brought 

to Cilegon to be melted down.            

“We are also working on a long-term supply agreement with adjacent iron 

ore miners in south Kalimantan,” he said.      

Krakatau needs a total of 9.58 million tonnes of raw material in 2014 for 

steel processing, including iron ore and pellets. It currently depends on 

imported raw materials, mostly from Australia and Brazil, Bujang added. 

Source: Reuters

 

Indonesia Krakatau Steel in talks with Borneo Lumbung on coal supply

PT Krakatau Steel , Southeast Asia's biggest steelmaker, said on Thursday it is in talks with coking coal miner PT Borneo Lumbung Energi and Marunda Graha to help feed demand seen at 2.65 million of coal a year by 2014.


The firm is also considering buying equity stakes in Borneo Lumbung or Marunda to secure the supply.Source: Reuters

Tin to Beat Other Metals as Deficit Widens on Demand, StanChart's Zhu Says

Tin is likely to outperform other base metals as demand growth outpaces production, widening a deficit through next year, according to an analyst with Standard Chartered Bank. 

“Going forward, we expect global tin demand to continue to pick up from here,” Judy Zhu, a commodity analyst based in Shanghai, said at a seminar in Seoul. “We’d expect the tin market’s deficit to expand. We are bullish on tin and expect it to outperform the rest of base metals.” 

 

Mine output will continue to be limited, with the production outlook for Democratic Republic of Congo and Indonesia remaining negative in the next 12 months, she said. 

Stockpiles on the London Metal Exchange have fallen 42 percent this year, indicating a severe deficit, she said. 

Tin for three-month delivery advanced 1.6 percent to $26,000 a metric ton today, bringing the gain this year to 53 percent, already the best of the LME metals.Source: Bloomberg

Indonesia's Sarana aims for $368 mln via share sale-termsheet

Two shareholders of PT Sarana Menara Nusantara , an Indonesian telecom tower operator, aim to sell 277.1 million shares to raise up to $368 million via a private placement, according to a termsheet seen by Reuters on Thursday. Source: Reuters

Bank Internasional Rises as Parent Gets Extension on Stake Sale

PT Bank Internasional Indonesia rose to the highest level in more than 10 years after parent company Malayan Banking Bhd. obtained a six-month extension to sell a stake in the unit, delaying the sale of a large block of shares. 

Bank Internasional rose 25 percent to 1,010 at the 4 p.m. local-time close, the highest since April 2000. Maybank, as the parent company is known, is now required to sell the shares within six months to meet a government rule, Ahmad Fuad Rahmany, chairman of Indonesia’s capital market regulator, said today. The Malaysian bank was initially required to pare down its stake this year after its 2008 acquisition. 

“The question is at what price will the shares be sold,” said Danny Eugene, an analyst at PT Mega Capital Indonesia. “People are speculating Maybank will sell at a high price.” 

Maybank owns 95 percent of Bank Internasional after buying the majority stake from Temasek Holdings Pte and Kookmin Bank, which also triggered a takeover offer. Indonesia’s acquisition rules require Maybank to sell part of the stake back to the market if it ended up with more than 80 percent of the company. 

Shares of Bank Internasional more than tripled this year, compared with a 49 percent gain in the Jakarta Composite index.Source: Bloomberg

Hari Pertama, Asing Banyak Jual Saham Bumi Resources Mineral

Di hari pertama listingnya, investor asing melalui Macquarie Securities Indonesia memborong 85 ribu lot saham Bumi Resources Mineral (BRMS) di harga Rp 710 dan Rp 720, sehingga rata-ratanya menjadi Rp 718. Sama seperti Macquarie, sebagian kecil investor asing melalui UOB Kay Hian Securities juga membeli saham BRMS di harga Rp 710.

Selebihnya, aksi beli lebih banyak dilakukan investor lokal, seperti Trimegah Securities yang memborong 75.010 lot, Etrading Securities 73.625 lot, dan Danatama Makmur 288.149 lot.


Sebaliknya, aksi jual banyak dilakukan investor asing dengan dibantu oleh broker Credit Suisse Securities Indonesia sebanyak 187.958 lot, JP Morgan Securities Indonesia 134.107 lot, dan CIMB-GK Securities Indonesia 111.843 lot.

1	RX	MACQUARIE SECURITIES INDONESIA	279	85,000	718.24	1	700	690.00	84,300	85,700
2	LG	TRIMEGAH SECURITIES TBK.	586	75,010	722.62	56	6,557	716.10	68,453	81,567
3	YP	ETRADING SECURITIES	2193	73,625	730.59	376	8,161	711.33	65,464	81,786
4	II	DANATAMA MAKMUR	210	288,149	729.63	161	226,242	738.20	61,907	514,391
5	AI	UOB KAY HIAN SECURITIES	158	44,158	719.76	47	1,776	740.73	42,382	45,934

107	YU	CIMB-GK SECURITIES INDONESIA	128	30,156	731.48	997	111,843	712.48	-81,687	141,999
108	BK	J.P MORGAN SECURITIES INDONESIA	164	20,000	720.00	915	134,107	719.53	-114,107	154,107
109	CS	CREDIT SUISSE SECURITIES INDONESIA	-	-	-	1774	187,959	719.19	-187,959	187,959

Dalam 2 Hari, Mandiri Sekuritas Borong 94 Ribu Lot Saham BORN

Investor lokal mulai memburu saham Borneo Lumbung Energi (BORN) seperti dilakukan Mandiri Sekuritas yang memborong 46.406 lot. Sebelumnya, dalam dua hari terakhir, investor asing telah memborong saham ini di harga Rp 1.340-1.360.


Kemarin, Mandiri Sekuritas juga memborong 47.189 lot saham BORN. Sedangkan Credit Suisse kemarin membeli 19.238 lot. Hari ini, investor asing kembali memborong saham BORN melalui Credit Suisse, sebanyak 32.726 lot.


Selebihnya, aksi beli tetap dilakukan investor lokal, baik melalui BNP Paribas Peregrine, CLSA Indonesia, maupun Bahana Securities.
 

1	CC	MANDIRI SEKURITAS	357	46,406	1,372.53	22	3,696	1,366.16	42,710	50,102
2	CS	CREDIT SUISSE SECURITIES INDONESIA	104	32,726	1,374.69	1	1,000	1,380.00	31,726	33,726
3	BW	BNP PARIBAS PEREGRINE	137	27,140	1,367.37	-	-	-	27,140	27,140
4	KZ	CLSA INDONESIA	105	13,000	1,365.38	-	-	-	13,000	13,000
5	DX	BAHANA SECURITIES	79	13,000	1,370.00	7	280	1,355.57	12,720	13,280
6	FS	AMCAPITAL INDONESIA	73	11,020	1,371.78	22	6,215	1,374.53	4,805	17,235
7	YJ	LAUTANDHANA SECURINDO	19	4,600	1,364.57	6	248	1,371.94	4,352	4,848
8	ML	MERRILL LYNCH INDONESIA	22	4,004	1,367.37	-	-	-	4,004	4,004
9	HD	HORTUS DANAVEST TBK.	29	8,000	1,370.00	3	4,000	1,380.00	4,000	12,000
10	DB	DEUTSCHE SECURITIES INDONESIA	15	2,958	1,370.00	-	-	-	2,958	2,958

85	KK	PHILLIP SECURITIES INDONESIA	13	1,135	1,357.75	49	7,383	1,358.11	-6,248	8,518
86	GR	PANIN SEKURITAS TBK.	9	214	1,365.98	119	14,291	1,369.66	-14,077	14,505
87	YU	CIMB-GK SECURITIES INDONESIA	136	24,812	1,371.52	189	48,318	1,368.65	-23,506	73,130
88	ZP	KIM ENG SEKURITAS	6	44	1,367.27	134	58,519	1,373.35	-58,475	58,563

Lihat berita sebelumnya:

UBS Securities Borong 84 Ribu Lot Saham Borneo Lumbung Energy (Senin, 6 Desember 2010)

Mandiri Sekuritas Borong 47 Ribu Lot Saham BORN (Rabu, 8 Desember 2010)

Bumi Resources Minerals to start Africa iron ore output in Q4 2011

PT Bumi Resources Minerals , a unit of Indonesia's biggest coal miner PT Bumi Resources , said on Thursday it would start production at its iron ore mine in Mauritania from Q4 2011 with annual output of 600,000 tonnes. Source: Bloomberg