Copper Heads for Weekly Advance on Dollar; Tin Advances for Ninth Session

Copper rose to the highest level in almost five months, set for the best week in seven, as a weaker dollar made metals cheaper for buyers holding other currencies. Tin advanced for a ninth day, the best run since February. 

The three-month contract on the London Metal Exchange gained as much as 0.8 percent to $7,762 a metric ton, the highest price since April 27, and was at $7,747 at 2:07 p.m. in Singapore. The metal is 3.5 percent higher this week, the most since the week ending July 30. Copper for December in Shanghai rose as much as 1.9 percent to 60,170 yuan ($8,944) a ton. 

“The dollar’s weakness is helping to boost commodities prices,” Lin Junhua, an analyst at Jinpeng International Futures Co., said from Beijing. 

The dollar declined for a second day against a six-currency basket before reports forecast to show German producer prices rose for a sixth month and U.S. consumer confidence improved. The U.S. currency was at $1.3127 per euro from $1.3078 yesterday. 

“After the Chinese holidays in October, we fully expect demand to pick up and supplies to tighten,” said Xu Jun, an analyst at Hongyuan Futures Co. At the moment, “consumption hasn’t fully picked up from the summer lull and we’re only getting hand-to-mouth buying.” 

Financial markets in China, the world’s largest metals user, are closed from Sept. 22 to Sept. 24 for the Mid-Autumn festival holiday, and again from Oct. 1 to Oct. 7 for the National Day holiday. Copper is used to make pipes and wires. 

Copper Inventories

Copper stockpiles in Shanghai shrank for a second week, dropping to a seven-month low of 98,025 tons last week, according to the Shanghai Futures Exchange. This week’s data will be released after the market closes today. 

In Peru, the second-largest copper producer after Chile, miners may vote this week to start a national strike to press for better pensions and a greater share of profits, a union leader said Sept. 14. Protesters in the country attempted to seize Xstrata Plc’s Tintaya copper mine in the southern Andes yesterday after clashes with police left two dead. 

Tin climbed as much as 0.5 percent to $23,600 a ton, the highest price since July 23, 2008, taking gains since the close of trade on Sept. 6 to about 13 percent. The nine days of gains is the best winning streak since the 10 sessions to Feb. 22. 

The metal, which touched a record $25,500 a ton in May 2008, has been bolstered by disruptions to production in Congo and Indonesia. 

Aluminum in London rose 0.4 percent to $2,173 a ton, zinc advanced 1.2 percent to $2,174.25 a ton, lead gained 1.7 percent to $2,240 a ton, and nickel increased 0.5 percent to $23,365 a ton. Source: Bloomberg

IMF:Indonesia cbank may need to hike rates in 2010

* IMF: Bank Indonesia needs to anchor inflation expectations

* IMF: BI policy appropriate for now, may need to hike in H2

* IMF: BI move to lift banks' LDR may conflict with risk mgmt

* IMF lifts 2011 GDP forecast to 6.2 pct, urges govt spending

The International Monetary Fund (IMF) said on Friday Indonesia's central bank may have to start unwinding accommodative monetary policy in 2010 to avoid risking accelerating inflation next year and to enhance credibility.

Indonesia's annual inflation picked up in August to the highest since April 2009 and analysts expect Bank Indonesia to start lifting rates by the end of the year, although the central bank has repeatedly said it will leave rates on hold all year if inflation meets its end-year target of 4-6 percent.

The IMF saw end-2010 inflation for Southeast Asia's biggest economy at 5.9 percent. The report said Bank Indonesia's current stance is justified, since inflation is within the target range and given the risk that hiking rates now could attract even more volatile portfolio capital.

But looking ahead, it said various risk factors could push inflation expectations higher in 2011, and so Bank Indonesia (BI) needed to signal a proactive stance to anchor inflation expectations within the target range.

"We believe there needs to be a stronger commitment to reducing inflation and keeping it low," Thomas Rumbaugh, the IMF's division chief for Asia and Pacific, told reporters.

BI left its policy interest rate BIPG at a record low 6.5 percent this month as expected, as it seeks to spur loan growth, but raised bank reserve requirements -- cash that has to be put aside with the central bank -- in an effort to curb inflationary pressures.

The IMF warned the move could conflict with banks' own credit risk management measures, and said it saw credit growth gaining momentum in any case with the economic recovery.

The IMF kept its economic growth forecast for the G20 member at 6 percent for 2010, and lifted its forecast for 2011 from 6 percent to 6.2 percent. 

Indonesia saw the third-fastest growth among G20 members last year as its economy proved resilient to the credit crisis. Investors have poured money into Indonesian assets in the past 18 months on hopes for further rating upgrades, but the IMF said near-term risks would rise if there was a sustained increase in global risk aversion that could lead to capital outflows.

Foreign investors sold a net 1 trillion rupiah ($111 million) of bonds in the first half of September, latest data shows, trimming their holdings to 27 percent of all outstanding debt, on concerns a record bond market rally may be coming to an end.

Indonesian bonds have delivered 20 percent returns so far this year, versus a 12 percent rise in the broader Asian index, according to Thomson Reuters data. 

The IMF recommended the gradual conversion of nonmarketable government bonds in BI's balance sheet to marketable bonds, to expand its policy toolkit for liquidity management. It said Indonesian authorities agreed and were discussing this.

The IMF also urged the government to reduce energy subsidies and improve tax collection, and to better execute government budget spending, particularly on infrastructure, to drive growth.

Inadequate roads, ports and power supplies are a major obstacle to foreign direct investment, which the government is hoping to lift to provide more stable longer-term financing.Source: Reuters

First Pacific Pesan 1,5% Saham Indofood CBP Sukses Makmur

First Pacific Co Ltd, induk usaha keluarga Salim yang tercatat di Bursa Hong Kong, berniat memesan 17.492.865 unit saham PT Indofood CBP (ICBP) Sukses Makmur melalui penawaran umum perdana (initial public offering/IPO). ICBP akan melepas 1,16 miliar unit saham ke publik pada harga Rp 5.395 per saham.

Sekretaris Perusahaan First Pacific Nancy LM Li menyatakan,  pihaknya akan membeli saham IPO anak usaha PT Indofood Sukses Makmur Tbk (INDF) tersebut pada harga HK$ 4.686 atau setara US$ 0,6 per saham.  First Pacific akan membeli 1,5% dari total saham ICBP yang akan dilepas ke publik.

“Total dana yang disiapkan untuk pembelian saham ICBP sekitar US$ 10,5 juta setara HK$ 82 juta atau Rp 94,4 miliar,” ujar Nancy dalam keterangannya seperti dikutip laman First Pacific di Hong Kong, Jumat (17/9). 

Sesuai jadwal, masa penawaran saham IPO produsen mie instan dan bumbu makanan tersebut dijadwalkan pada 1-16 September. Pada 24 September, Badan Pengawas Pasar Modal dan Lembaga Keuangan (Bapepam-LK) diproyeksikan menerbitkan pernyataan, dan masa penawaran 26-30 September 2010.  Setelah itu, pada 4 Oktober dilakukan penjatahan dan distrubusi saham secara elektronik pada 6 Oktober. Sementara itu,  pencatatan saham (listing) di Bursa Efek  Indonesia (BEI) dilakukan pada 7 Oktober 2010. 

Menurut rencana, ICBP akan melepas 1,16 miliar saham dengan nilai nominal Rp 100 per saham atau sekitar 20% dari modal disetor dan ditempatkan. Perseroan menargetkan dapat menghimpun dana hasil IPO sebesar Rp 6,2 triliun. Empat sekuritas ditunjuk sebagai penjamin pelaksana emisi (underwriter) IPO, yaitu PT Kim Eng Securities, PT Credit Suiesse Securities Indonesia, PT Deutsce Securities Indonesia, dan PT mandiri Sekuritas.

Direktur Utama Mandiri Sekuritas Harry M Supoyo mengatakan, respons investor terhadap IPO ICBP sangat positif. "Hasil pembentukan harga (bookbuilding) bagus sekali, karena sektor industri barang konsumsi bagus dan performa Indofood yang excellent," kata Harry kepada Investor Daily, kemarin.

Indofood ICBP telah memberi kepercayaan kepada penjamin pelaksana emisi untuk memilih dua dari enam agen penjual (selling agent) yang telah dipertimbangkan, yaitu Deutche Securities, CLSA  Securities, Merill Lynch, Citigroup, BNP Paribas, dan Nomura Securities.

“Besok (hari ini) beauty contest akan dilakukan di Mandiri Sekuritas. Nanti akan dipilih 3-4 sekuritas,”  ujar sumber Investor Daiy di Jakarta, kemarin.

Hingga semester I-2010, Indofood CBP membukukan pendapatna bersih sebesar Rp 825 miliar, naik 49% dibanding periode sama 2009 sebesar Rp 550 miliar. Pencapaian tersebut menopang kinerja keuangan induk usahanya, yaitu Indofood Sukses Makmur yang membukukan laba semester I-2010  Rp 1,41 triliun naik 76,4% dibanding periode sama tahun lalu sebesar Rp 799,74 miliar.Source: Investor Daily

BRI Bidik Harga Stock Split Rp 3.000-5.000

PT Bank Rakyat Indonesia (BBRI) menginginkan harga saham perseroan usai pemecahan nilai saham (stock split) berada di level Rp 3000-5000. Kepastian rasio stock split akan ditentukan kemudian.

"Insya Allah jadi. Kan sekarang Rp 10.800. Kalau dibagi dua kan masih tinggi. Kita inginkan harga dipatok sekitar maksimum Rp 5000. Antara Rp 3000-5000," kata Direktur Utama BRI Sofyan Basir di Jakarta, Jumat (17/9).

Kepastian pelaksanaan stock split pun, dirinya optimistis tetap terlaksana tahun ini. Perseroan pun sedang mempersiapkan proposal penganjuan pemecahan saham, yang kemudian didaftarkan ke Bursa Efek Indonesia (BEI).

"Tadi (Menteri BUMN) tanggapannya bagus. Pendaftaran nanti setelah surat-surat beres. Keburu, kan 45 hari. Apakah antara 1:2, 1:3, 1:4, lihat harga sahamnya," tambahnya.

Perseroan belum memilih lembaga profesi penunjang, termasuk penjamin emisi (underwriter).

Penawaran Saham IPO Indofood CBP Oversubscribe 9x

Kelebihan permintaan (oversubscribe) saham perdana PT Indofood CBP Sukses Makmur mencapai sembilan kali. Harga perdananya dipatok Rp 5.395 per saham.

Sumber internal PT Mandiri Sekuritas yang ditemui di kantor Kementerian Badan Usaha Milik Negara (BUMN) menyebutkan, penetapan harga final Indofood CBP adalah Rp 5.395.

"Over sembilan kali, harga Rp 5395," kata sumber tersebut di Jakarta, Kamis (17/9).

Indofood CBP melepas 1.166.191.000 saham atau setara dengan 20% dari total saham perseroan setelah IPO sebanyak 5.830.954.000 saham. Jika mengacu harga terbaru maka perseroan bakal mendapatkan dana sekitar Rp 6,29 triliun.

Dana IPO rencananya akan digunakan untuk melunasi utang, terutama utang perseroan kepada induknya INDF sebesar 70%. Sisanya digunakan untuk belanja modal (capital expenditure/capex) perseroan sebesar 30%.

Bertindak sebagai penjamin emisi IPO adalah PT Kim Eng Securities, PT Credit Suisse Securities Indonesia, PT Deutsche Securities Indonesia, dan PT Mandiri Sekuritas. Source: Detikfinance

Indofood CBP Price Set to IDR 5.395

Indonesia's PT Indofood CBP Sukses Makmur is set to raise 6.29 trillion rupiah ($701 million) from its initial public offering, two sources with direct knowledge of the deal said on Friday.

Indofood CBP, a unit of top noodle maker PT Indofood Sukses Makmur (INDF), priced the shares at 5,395 rupiah a share, close to the top end of the 4,300-5,500 rupiah pricing range, the sources said. It offered 20 percent of its enlarged capital in the IPO.

That values the company at about $3.48 billion and about 19 times its 2011 earnings, based on Reuters calculations.

Consumer stocks are among the most popular in Indonesia, reflecting rising incomes in an economy driven by strong domestic demand.

The initial public offering would be the biggest IPO by an Indonesian company in two years, since coal miner PT Adaro Energy (ADRO) raised $1.3 billion in 2008.

Investors have snapped up Indonesian stocks and bonds over the past 18 months, attracted by strong economic growth fuelled by domestic demand and commodities exports. ($1=8973 Rupiah). Source: Reuters

Indonesian Policy Makers Must Be Proactive as Growth Accelerates, IMF Says

Bank Indonesia should signal a greater readiness to boost borrowing costs amid signs of acceleration in the economy, the third-strongest among Group of 20 nations last year, the International Monetary Fund said. 

“I think they’ll need to be more proactive going forward on monetary policy,” Thomas Rumbaugh, division chief at the IMF’s Asia & Pacific Department, said in a conference call today. “We believe there needs to be a stronger commitment to reducing inflation and keeping it low.” 

Rumbaugh’s comments come almost two weeks after Indonesia’s newly appointed central bank chief, Governor Darmin Nasution, said he wants to avoid increasing interest rates by using lending and reserve rules for banks to contain inflation and stoke an expansion in Southeast Asia’s largest economy. Gross domestic product growth will accelerate to 6.2 percent next year from 6 percent this year and 4.5 percent in 2009, the IMF said. 

Unlike policy makers in other parts of the region, including India, Malaysia, Thailand, South Korea, New Zealand and Australia, Bank Indonesia has kept its benchmark rate unchanged at a record-low 6.5 percent for more than a year. The rupiah has climbed 4.5 percent against the U.S. dollar this year, less than the ringgit, baht and Singapore dollar. It was little changed at 8,985 per dollar at 9:35 a.m. in Jakarta today. 

President Susilo Bambang Yudhoyono aims to bolster growth, and is targeting an average 6.6 percent annual expansion through the end of his term in 2014. 

Nasution’s View

“As long as we still can manage our monetary variables by other instruments, we will try to avoid changing the interest rate,” Governor Nasution, who took up his post this month, said in an interview in Jakarta on Sept. 6. 

The central bank said this month that lenders will be required to set aside 8 percent of their deposits as primary reserves starting Nov. 1, from 5 percent previously. 

“They may be able to delay a rate increase a little bit longer because of the step they’ve taken on the reserve requirement,” Rumbaugh said. Still, “the direction is clear, and they’re going to have to be proactive in terms of watching market developments.”

Rumbaugh also said capital inflows, as well as stronger credit growth, are “providing a boost to domestic liquidity.” 

Lending rose 10 percent in 2009 and has accelerated to a 19.5 percent pace in the year to July, the IMF said in its so- called Article IV assessment of Indonesia’s economy.

Inflation Pressure

The IMF urged the central bank to “signal its readiness to respond to rising inflationary pressures to anchor inflation expectations within the 4 percent to 6 percent target range.”

Consumer prices are forecast to rise 5.9 percent this year, after gaining 2.8 percent in 2009, the fund said. 

“A proactive policy would also signal Bank Indonesia’s commitment to lower the level and volatility of inflation in line with trading partners,” the fund said. The IMF also “generally cautioned against introducing administrative measures to fuel credit growth.” 

While the fund described as “impressive” the performance of Indonesia’s authorities in guiding the economy through the global financial crisis, including being the only G-20 member with declining government debt in 2009, further fiscal reforms will be “necessary to support sustained high growth.” 

“Specifically, reducing energy subsidies would create additional fiscal space for much needed infrastructure spending and transfer programs for the poor, with little impact on debt sustainability,” the IMF said. 

“Over the medium term, efforts should continue to improve public infrastructure and the business climate,” the fund said. 

Today’s report also “commended” the nation’s moves over the last decade to boost financial stability, as well as recent measures such as the enactment of the Financial System Safety Net Law.Source: Bloomberg

Danamon and BTN Rating Downgrade by Goldman Sachs

Bank Danamon Indonesia (BDMN), the bank owned by Temasek Holdings Pte and Deutsche Bank AG, had its rating cut to "Sell" from "Neutral" by Goldman Sachs Group Inc, which said funding costs will likely start rising in the fourth quarter.

Goldman Sachs also downgraded rating Bank Tabungan Negara (BBTN) from "Buy" to "Neutral"  with same reason about rising cost of fund.


Meanwhile, BankRakyat Indonesia (BBRI) was downgraded to "Hold" from "Buy" at Kim Eng Sekuritas by equity analyst Rahmi Marina. The 12 month target price is IDR 11.400 per share.

CPIN Buy Back Saham Rp 50 Miliar

Produsen ayam terbesar Indonesia, PT Charoen Pokphand Indonesia Tbk (CPIN) berencana membeli kembali (buy back) sahamnya dengan anggaran dana Rp 50 miliar. Rencana ini akan dibahas dan diputuskan dalam rapat umum pemegang saham luar biasa pada 19 Oktober 2010.

Menurut manajemen, motif aksi pembelian kembali (buy back) saham disebabkan dalam beberapa tahun terakhir, perseroan berhasil meraih pertumbuhan kinerja yang cukup baik terlihat dari peningkatan laba bersih dan pertumbuhan arus kas secara signifikan. Selain itu, tingkat utang (leverage) juga masih rendah.

"Pembelian kembali saham ini akan meningkatkan nilai laba bersih per saham dan imbal hasil ekuitas (return on equity/ROE) serta akan menciptakan struktur permodalan yang lebih efisien, demikian pengumuman manajemen hari ini.

Dana Rp 50 miliar akan dipakai untuk keperluan buy back maksimum sampai 0,21% dari total saham yang beredar atau maksimal berjumlah 7 juta saham. Perseroan sudah menunjuk Mandiri Sekuritas untuk menangani keperluan tersebut.

Riset Aneka Tambang oleh AAA Sekuritas

Riset Aneka Tambang oleh AAA Sekuritas. Perusahaan sekuritas ini tetap mempertahankan target harga ANTAM sebesar Rp 2.800, meski diperdagangkan premium (lebih mahal) ketimbang INCO.

AAA Sekuritas menilai ekselen kinerja ANTM pada semester I-2010, dengan laba bersih naik 238% year on year dan 175% dari kuartal dua ke kuartal tiga menjadi Rp 756,3 miliar. Marjin kotor dari ferronickel telah pulih kembali mencapai 43%. Dengan kondisi ini, target laba bersih sebesar Rp 1,24 triliun dinilai AAA Sekuritas dapat dengan mudah tercapai. 

Riset Aneka Tambang oleh AAA Sekuritas

Memo Kim Eng Sekuritas, 16 September 2010

Memo Kim Eng Sekuritas mengulas pernyataan Dirut BRI yang tetap tertarik untuk mengakuisisi Bank Bukopin. Rekomendasi Kim Eng tetap Hold saham BRI dengan target harga Rp 11.400/saham. Meski Kim Eng tidak yakin BRI akan merealisasikan niatnya untuk mengakuisisi Bukopin dan hanya fokus menuntaskan akuisisi Bank Agroniaga dalam jangka pendek ini.

United Tractors yang terlibat dalam proyek pembangkit listrik. Target harga UNTR adalah Rp 22.600 dan tetap direkomendasikan Hold.

KIM ENG

CMNP Yakin Capai Target Meski Volume Kendaraan Turun

Sepinya lalu lintas dalam kota selama Ramadhan dan Lebaran tidak menyurutkan optimisme manajemen PT Citra Marga Nusaphala Persada Tbk (CMNP). Perseroan yang bergerak di bisnis jalan tol dalam kota ini tetap yakin target pendapatan akhir tahun ini sekitar Rp700 miliar dapat tercapai, meski volume kendaraan yang melintas selama Lebaran turun.

Sekretaris Perusahaan CMNP Hudaya Arryanto mengatakan trafik jalan tol dalam kota Jakarta yang dioperasikan perseroan selama Ramadan turun sekitar 10% dibandingkan dengan volume rata-rata pada hari biasa.

Hingga semester I/2010, rata-rata jumlah kendaraan yang melalui ruas jalan tol CMNP meningkat hingga mencapai 23.000 per hari, dibandingkan dengan periode yang sama tahun sebelumnya yang tercatat hanya 12.000 per hari.

"Selama Ramadan turun 10%, sedangkan antara H-3 hingga H+3 trafik pelayanan selama Lebaran tahun ini turun hingga 45% dibandingkan dengan hari biasa," ujarnya.

Adapun, target pendapatan tahun ini, ditetapkan lebih tinggi sekitar 14% dari jumlah pendapatan perseroan pada 2009.

Jalan tol dalam kota Jakarta yang dikelola CMNP di antaranya ruas Cawang-Tanjung Priok, Tanjung Priok-Jembatan Tiga dengan masa konsesi keduanya hingga 2023. Adapun, ruas jalan tol luar Jakarta yang dikelola perseroan yakni Waru-Djuanda Surabaya.

Berdasarkan laporan kinerja keuangan, pada semester pertama tahun ini, perseroan membukukan laba bersih sebesar Rp 399,49 miliar, melonjak dibandingkan dengan semester I 2009 sebesar Rp 30,95 miliar.

Kenaikan laba bersih tersebut ditopang keberhasilan perseroan meraup pendapatan senilai Rp 365,7 miliar, naik 25,68% dibandingkan dengan tahun sebelumnya sebanyak Rp 290,97 miliar.

Mengacu pada jumlah itu, pendapatan perseroan hingga semester I 2010 mencapai 52,24% dari target pendapatan yang dipatok hingga akhir tahun ini.

Komposisi pendapatan perseroan sebesar Rp 364,73 miliar pada semester I 2010 disumbangkan dari lini bisnis utamanya yakni jalan tol, sedangkan pendapatan sewa sebesar sebesar Rp 970 miliar. Source: Bisnis Indonesia 

Rekomendasi Beberapa Sekuritas, 17 September 2010

Untuk perdagangan hari ini, Jumat 17 September 2010, empat sekuritas menggambarkan kondisi bahwa bursa masih berpotensi menguat. Berikut rincian detailnya.

1. Trimegah Securities

Indeks harga saham gabungan (IHSG) kembali melanjutkan penguatan dan berhasil mencetak nilai tertingginya yang dicapai pada awal sesi. Meskipun sedikit tertekan menjelang akhir sesi, IHSG mampu ditutup menguat 3,9%. Dengan pergerakan Stochastic yang berada di area overbought dan telah mencapai nilai tertingginya, akan rawan tekanan jual terkait aksi profit taking yang dapat muncul dari pelaku pasar. Hari ini indeks diperkirakan bergerak di kisaran 3.314-3.386, dengan saham pilihan ADRO dan JSMR.

2. E-Trading Securities

Indeks kemarin ditutup melemah 15,40 poin (-0,45%) setelah naik pada hari sebelumnya sebesar 125 poin. Aksi profit taking  sudah mulai berlangsung, namun aksi beli masih berlanjut pada sektor pertambangan khususnya industri logam seperti timah. Pada perdagangan Kamis (16/9), saham TINS memiliki volume perdagangan sebesar 176,56 juta saham atau 353.114 lot dengan nilai transaksi Rp 480,44 miliar. Kemarin, asing melakukan net buying sebesar Rp 745,4. Hari ini, IHSG diperkirakan ada dalam kisaran 3.300 – 3.400 dengan saham– saham yang dapat diperhatikan antara lain TINS,SMGR, BTEL, dan TRAM. 

3. Sinarmas Sekuritas
Pada perdagangan hari ini, indeks diprediksi bergerak mixed dan masih dibayangi aksi ambil untung, dengan rentang gerak indeks 3.312-3.377. Saham-saham yang layak untuk dicermati antara lain: BBKP, INCO, dan ITMG.
 

Pada perdagangan kemarin, investor asing masih terus berburu saham, di tengah aksi ambil untung yang dilakukan pemodal domestik. Investor asing membukukan nilai beli bersih Rp 745,41 miliar.

4. Asia Securities
Perdagangan kemarin cukup ramai, dengan IHSG yang akhirnya ditutup terkoreksi tipis 0.46% menjadi 3.341.63. Ke depan, trend IHSG masih bullish. Untuk perdagangan hari ini, indeks diprediksi bergerak di kisaran 3.319,62-3.375,45. Saham yang direkomendasikan antara lain: BTEL, BBTN, PWON, dan BMRI.

Credit Suisse "Jaga" Saham Indofood

Investor masih bersikap "wait and see" terhadap saham PT Indofood Sukses Makmur Tbk (INDF), setelah kemarin naik tinggi. Hanya broker Credit Suisse Securities Indonesia yang memborong 29.270 lot di harga rata-rata Rp 5.111.

Harga saham INDF ditutup naik Rp 50 menjadi Rp 5.200. Saham ini sempat menyentuh Rp 5.000 dengan volume hanya 62 lot. Aksi beli oleh Credit Suisse membuat harga saham ini relatif terjaga. Pasalnya, ketika turun ke posisi Rp 5.050, Credit Suisse langsung memborongnya, sehingga volume transaksi terbesar terjadi di harga Rp 5.050 hingga Rp 5.150. 

Broker penjual juga sudah tidak banyak lagi. Ini terlihat dari aksi ABN AMRO yang hanya melepas 12.560 lot namun bisa mencatatkan diri sebagai broker penjual terbanyak saham INDF.

1	CS	CREDIT SUISSE SECURITIES INDONESIA	609	29,270	5,111.16	30	5,918	5,120.56	23,352	35,188
2	DX	BAHANA SECURITIES	76	2,009	5,149.85	7	51	5,183.33	1,958	2,060
3	ZP	KIM ENG SEKURITAS	29	1,741	5,107.32	57	945	5,105.77	796	2,686
4	AO	ERDIKHA ELIT	13	801	5,160.05	2	28	5,146.43	773	829
5	FS	AMCAPITAL INDONESIA	9	500	5,150.00	-	-	-	500	500

71	PD	INDO PREMIER SECURITIES	72	368	5,101.63	118	1,642	5,080.72	-1,274	2,010
72	ML	MERRILL LYNCH INDONESIA	125	3,454	5,139.40	51	5,249	5,142.85	-1,795	8,703
73	YU	CIMB-GK SECURITIES INDONESIA	14	216	5,106.94	123	5,177	5,078.67	-4,961	5,393
74	HG	ABN AMRO ASIA SECURITIES INDONESIA	-	-	-	218	12,560	5,110.35	-12,560	12,560

Credit Suisse Borong 16 Ribu Lot Saham Bank BJB

Credit Suisse Securities Indonesia memborong 16.344 lot saham PT Bank BJB Tbk (BJBR) di harga rata-rata Rp 1.421. Selain broker tersebut, tidak ada aktifitas akumulasi yang signifikan dari broker-broker yang sejak awal membeli saham ini, seperti Deutsche Securities, CIMB-GK Securities, dan UBS Securities.

Padahal, kemarin, UBS Securities memborong 36.206 lot di harga rata-rata Rp 1.385.

1	CS	CREDIT SUISSE SECURITIES INDONESIA	237	16,344	1,421.08	132	6,068	1,415.33	10,276	22,412
2	YU	CIMB-GK SECURITIES INDONESIA	33	4,564	1,417.97	27	1,225	1,423.27	3,339	5,789
3	DB	DEUTSCHE SECURITIES INDONESIA	44	2,000	1,417.50	-	-	-	2,000	2,000
4	AK	UBS SECURITIES INDONESIA	30	1,932	1,417.15	-	-	-	1,932	1,932
5	OD	DANAREKSA SEKURITAS	44	1,992	1,421.53	55	494	1,419.68	1,498	2,486

73	KK	PHILLIP SECURITIES INDONESIA	39	644	1,417.87	73	3,352	1,416.57	-2,708	3,996
74	AO	ERDIKHA ELIT	6	700	1,420.00	94	3,768	1,415.39	-3,068	4,468
75	DR	NUSADANA CAPITAL INDONESIA	35	1,550	1,426.39	119	7,072	1,420.21	-5,522	8,622

Investor Asing Borong Saham Bakrie Telecom

Kepastian soal rencana rights issue Bakrie Telecom (BTEL) pada kuartal IV-2010 dengan stand by buyer PT Telkom Tbk (TLKM) mendorong investor asing memborong saham operator Esia melalui broker CIMB-GK Securities.

Broker ini memborong 100.221 lot, dengan investor lokal membeli 22 ribu lot dan selebihnya diborong oleh investor asing.

Trimegah Securities menjadi pemborong terbanyak saham BTEL dengan volume 216.889 lot di harga rata-rata Rp 197. Akibat aksi ini, harga saham BTEL naik Rp 14 atau 7,33% menjadi Rp 205.

Sedangkan broker Recapital Sekuritas yang sejak awal terus memborong saham BTEL tidak menunjukkan aktivitas pembelian. Tokosaham mencatat Recapital telah membeli 1 juta lot ketika harganya masih berada di Rp 150.

Lihat berita:
Recapital Kembali Borong 130 Ribu Lot Saham BTEL (3 September 2010)
Recapital Kembali Borong 359 Ribu Lot Saham BTEL (31 Agustus 2010)
 

1	LG	TRIMEGAH SECURITIES TBK.	297	216,889	197.85	82	53,375	200.12	163,514	270,264
2	YU	CIMB-GK SECURITIES INDONESIA	110	100,221	204.39	68	28,120	203.72	72,101	128,341
3	PO	BALI SECURITIES	87	68,995	200.52	9	8,995	200.00	60,000	77,990
4	DR	NUSADANA CAPITAL INDONESIA	100	73,000	197.75	108	23,982	201.01	49,018	96,982
5	YP	ETRADING SECURITIES	272	70,753	200.97	248	36,943	199.15	33,810	107,696

95	KI	CIPTADANA SECURITIES	102	5,700	195.63	69	49,534	199.57	-43,834	55,234
96	HD	HORTUS DANAVEST TBK.	-	-	-	18	46,350	204.85	-46,350	46,350
97	FZ	WATERFRONT SECURITIES INDONESIA	204	139,186	200.48	214	189,773	199.88	-50,587	328,959
98	YJ	LAUTANDHANA SECURINDO	52	34,154	198.64	113	114,640	198.08	-80,486	148,794

Investor Asing Borong Saham BLTA

Investor asing melalui broker CIMB-GK Securities Indonesia memborong 122.536 lot saham PT Berlian Laju Tanker Tbk (BLTA). Dari jumlah tersebut, 15 ribu di antaranya dibeli oleh investor lokal dengan menggunakan broker yang sama.

Aksi pembelian ini membuat harga saham BLTA naik Rp 15 atau 6,25% menjadi Rp 255.

1	YU	CIMB-GK SECURITIES INDONESIA	268	122,536	249.40	23	5,906	249.49	116,630	128,442
2	YP	ETRADING SECURITIES	271	34,163	247.41	249	23,359	246.88	10,804	57,522
3	GR	PANIN SEKURITAS TBK.	85	21,862	248.43	45	12,314	247.83	9,548	34,176
4	KK	PHILLIP SECURITIES INDONESIA	59	16,968	246.38	88	8,638	246.01	8,330	25,606
5	SH	ARTHAVEST TBK.	6	7,044	248.58	3	205	245.05	6,839	7,249

88	AN	WANTEG SECURINDO	-	-	-	14	10,040	249.96	-10,040	10,040
89	LG	TRIMEGAH SECURITIES TBK.	52	5,773	248.15	92	28,835	247.64	-23,062	34,608
90	PD	INDO PREMIER SECURITIES	218	19,635	249.10	265	51,871	247.36	-32,236	71,506
91	PG	PANCA GLOBAL SECURITIES TBK.	1	10	245.00	157	65,350	247.68	-65,340	65,360

Diborong Deutsche Securities, Saham BBTN Masuk Fase Akumulasi

Saham PT Bank Tabungan Negara Tbk (BBTN) mulai memasuki fase konsolidasi naik, setelah sempat tertekan hingga di posisi Rp 1.820 (titik resisten) yang selalu gagal ditembus. Mulai hari ini, proses akumulasi terjadi, diwarnai oleh aksi borong broker Deutsche Securities Indonesia sebanyak 21.585 lot di harga rata-rata Rp 1.885. Broker ini mengakumulasi saham BTN di kisaran harga Rp 1.880-1.890. 

Harga saham BBTN ditutup naik Rp 70 atau 3,85% menjadi Rp 1.890. Sedangkan Credit Suisse Securities Indonesia mengakumulasi saham BBTN mulai di harga Rp 1.830 hingga Rp 1.890, dengan volume yang dibeli sebanyak 7.134 lot, tanpa menjual sama sekali.

1	DB	DEUTSCHE SECURITIES INDONESIA	335	21,585	1,885.69	83	9,500	1,879.35	12,085	31,085
2	DR	NUSADANA CAPITAL INDONESIA	281	10,804	1,875.77	75	3,217	1,878.03	7,587	14,021
3	CS	CREDIT SUISSE SECURITIES INDONESIA	248	7,134	1,882.03	-	-	-	7,134	7,134
4	SH	ARTHAVEST TBK.	95	3,250	1,893.48	3	200	1,880.00	3,050	3,450
5	OD	DANAREKSA SEKURITAS	145	5,333	1,877.67	169	3,691	1,880.90	1,642	9,024

89	KK	PHILLIP SECURITIES INDONESIA	140	9,654	1,855.20	354	12,081	1,887.81	-2,427	21,735
90	CC	MANDIRI SEKURITAS	30	774	1,879.15	160	4,905	1,878.93	-4,131	5,679
91	ML	MERRILL LYNCH INDONESIA	48	76	1,877.24	1	5,400	1,850.00	-5,324	5,476
92	SQ	DINAMIKA USAHAJAYA	-	-	-	32	6,892	1,877.12	-6,892	6,892