Bank Permata Rights Issue di Harga Rp 1.549/Saham

PT Bank Permata Tbk (BNLI) berencana menawarkan saham baru melalui mekanisme penawaran umum terbatas IV (PUT IV) atau rights issue senilai hampir Rp 2 triliun. Harga saham baru yang ditawarkan adalah Rp 1.549/saham.

Setiap pemegang enam saham lama yang namanya tercatat dalam Daftar Pemegang Saham Bank Permata pada tanggal 15 Nopember 2010, pukul 16.00 WIB, berhak atas satu saham baru.
 

Menurut Direktur Utama Bank Permata David Fletcher, dana hasil rights issue akan digunakan untuk ekspansi perseroan di masa mendatang. Jumlah saham baru yang akan dikeluarkan sebanyak-banyaknya  1.290.520.987 lembar saham baru yang diambil dari portepel kelas B.

Dengan demikian dana yang dikumpulkan atas aksi ini mencapai Rp 1.999.017.008.863. Perseroan akan menggelar Rapat Umum Pemegang Saham Luar Biasa (RUPSLB) pada 3 November 2010 guna meminta restu atas right issue ini.

"PUT ini semakin memperkuat neraca PermataBank dan memberikan fleksibilitas yang lebih besar lagi dalam rangka memanfaatkan peluang pertumbuhan pada sektor perbankan Indonesia," ungkap Fletcher dalam keterangan tertulisnya, di Jakarta, Minggu (3/10).

Perseroan pun tengah menantikan persetujuan dari Bank Indonesia (BI) serta surat efektif dari BAPEPAM-LK. Perseroan menargetkan, keseluruhan proses right issue akan selesai pada akhir November 2010.

Selaku pemegang saham mayoritas, PT Astra International Tbk (ASII) dan Standard Chartered Bank berkomitmen untuk menyerap seluruh saham dalam penawaran HMETD yang menjadi haknya.

Keduanya juga bertindak sebagai pembeli siaga (standby buyer) atas sisa saham HMETD yang tidak dipesan oleh pemegang saham lainnya.

Hingga semester I-2010, BNLI mencatat rasio kecukupan modal (CAR) 13,9%. Melalui right issue ini, CAR perseroan akan terdongkak menjadi 17,6%. Laba bersih setelah pajak (audited) Bank Permata mencapai Rp 521 miliar, naik 62% dibandingkan periode yang sama tahun lalu. Dana Pihak Ketiga (DPK) pun ikut tumbuh 16% YoY, menjadi Rp 48,9 triliun.

Bumi Serpong Damai Akuisisi 3 Perusahaan

PT Bumi Serpong Damai Tbk (BSDE) berencana mengakuisisi tiga perusahaan yang sama-sama dimiliki oleh pemegang saham perseroan. Ketiga target akuisisi itu adalah pertama, 85,31% saham PT Duta Pertiwi Tbk yang dimiliki oleh PT Paraga Artamida dan PT Ekacentra Usahamaju. 

Saham BSDE naik Rp 70 dari 29 September-1 Oktober 2010

 Kedua, 60% saham PT Sinar Mas Teladan dengan cara mengambil bagian atas penerbitan saham baru (rights issue) Sinar Mas Teladan. Ketiga, 55% saham PT Sinar Mas Wisesa dengan cara ikut serta dalam rights issue dari perusahaan target.

Saham DUTI naik Rp 200 menjadi Rp 1.790 dari 29 September-1 Oktober 2010

Direktur Bumi Serpong Damai Hermawan Wijaya dalam keterbukaan informasinya kepada Bursa Efek Indonesia, 1 Oktober 2010, mengatakan, baik Bumi Serpong, Duta Pertiwi, Sinar Mas Teladan, dan Sinar Mas Wisesa, sama-sama dimiliki oleh pemegang saham pengendali yang sama. Oleh karenanya, rencana pengambilalihan tersebut tidak akan mengakibatkan perubahan pengendalian terhadap Duta Pertiwi, SInar Mas Teladan, dan Sinar Mas Wisesa.

BPI Lakukan Penawaran Tender Saham Batavia Prosperindo Finance Rp 180/Saham

Batavia Prosperindo International (BPI) berencana melakukan penawaran tender atas 450 juta saham PT Batavia Prosperindo Finance Tbk (BPFI) yang dimiliki publik. Nilai nominal perusahaan target adalah Rp 100 dan ditawar oleh BPI senilai Rp 180/saham.

Berdasarkan surat dari JP Morgan Chase Bank, Cabang Jakarta, BPI dipastikan memiliki dana berupa fasilitas kredit yang cukup untuk membiayai transaksi penawaran tender tersebut. Demikian penjelasan manajemen BPI pada 24 September 2010.

Batavia Prosperindo Finance sebetulnya belum lama menawarkan saham perdananya melalui Initial Public Offering (IPO), yakni pada Mei 2009. Ketika itu, harga IPO BPFI adalah Rp 110 per saham dari penawaran 450 juta saham perseroan atau 45% dari modal disetor. Ketika itu, perusahaan sukses meraup dana Rp 49,5 miliar.

Pasca-IPO, komposisi pemegang saham BPFI adalah Batavia Prosperindo Sekuritas (54,99%), Rudy Johansen (0,0014%), dan publik 45%.

Chandra Asri Bangun Kilang Minyak

Merger dua produsen petrokimia nasional, PT Chandra Asri dengan PT Tri Polyta Indonesia Tbk, diprediksi bakal memperkuat daya saing industri petrokimia nasional, menyusul rencana kedua perusahaan membangun kilang minyak.

"Kalau kilang dibangun, impor nafta dan produk petrokimia lainnya dapat diturunkan," ujar Sekretaris Jenderal Inaplas Fajar AD Budiyono di Jakarta, Minggu (3/10).

Berdasarkan data Toko Saham, Barito Pacific pada 5 Mei 2010 telah mengakuisisi 49% saham PT Petrogras Pantai Madura. Akibatnya, Barito menguasai 4,9% saham di Madura Offshore PSC, perusahaan operator minyak dan gas di mana 10% sahamnya dimiliki oleh Petrogras. (Klik detail beritanya di sini). Nafta adalah produk sampingan dari minyah mentah, selain minyak dan gas.

Saat ini, impor produk dari hulu ke hilir masih tinggi karena produsen hulu masih mengimpor bahan baku nafta. Impor baru dapat dipangkas jika industri nasional memiliki akses nafta di dalam negeri.

Data Inaplas menyebutkan, impor nafta sepanjang 2010 diproyeksi mencapai 2,08 juta ton senilai 1,66 miliar dolar AS. Jumlah tersebut melonjak 30% dibanding 2009 sebesar 1,02 miliar dolar.

Fajar menerangkan, selama ini produsen petrokimia masih kesulitan dalam mencari pasokan nafta di pasar domestik. Sebab, BUMN migas, PT Pertamina, justru lebih memilih mengekspor nafta.

"Produsen siap saja bekerja sama dengan Pertamina untuk mendapatkan jaminan pasokan bahan baku. Saat ini hanya Pertamina yang boleh bangun kilang," tuturnya.

Di sisi lain, Fajar menyatakan, pemerintah diminta memberikan kepastian iklim usaha di sektor petrokimia dengan menerbitkan berbagai insentif fiskal dan nonfiskal.

Insentif ini diyakini akan mendorong investor membangun kilang nafta yang nantinya akan menarik investasti di subsektor hulu (upstream) dan antara (midstream).

"Tapi, upaya konkret pemerintah merealisasikan insentif tersebut hingga saat ini belum terlihat," katanya.

Insentif fiskal yang dibutuhkan dapat berupa pemotongan pajak serta insentif untuk mendorong investasi dalam pembangunan kilang minyak di dalam negeri.

"Selain itu, industri ini butuh realisasi tax holiday (fasilitas fiskal) dalam jangka waktu tertentu, penghapusan retribusi daerah, kepastian pasokan dan kestabilan harga listrik, penghapusan bea masuk (BM) mesin dan peralatan produksi hingga PPN-DTP (pajak pertambahan nilai ditanggung pemerintah," lanjutnya.

Di tempat terpisah, Direktur Jenderal Industri Agro dan Kimia (IAK) Kementerian Perindustrian Benny Wachjudi menjamin investasi industri petrokimia bisa mendapatkan pembebasan BM mesin dan peralatan. Adapun skema fasilitas fiskal seperti tax holiday berada di wilayah Badan Koordinasi Penanaman Modal.

"Namun, kami tetap berkomitmen untuk menjembatani kepentingan industri nasional," katanya.

Sementara Direktur & Corporate Secretary Tri Polyta Suryandi mengatakan, merger Tri Polyta dan Chandra Asri menghasilkan perusahaan baru bernama PT Chandra Asri Petrochemical Tbk. Pendapatan perusahaan ini ditargetkan mencapai Rp 20 triliun pada 2011.Source: Kantor Berita Antara

Copper Rises to Two-Year High as Chinese Manufacturing Quickens

Copper rose to a two-year high in New York after a report showed that manufacturing accelerated in China, the world's biggest consumer of the metal.

Manufacturing expanded at the fastest pace in four months, a report from China's logistics federation and statistics bureau showed. Copper also climbed as the dollar slumped, making metals priced in the currency cheaper in terms of other monies and stoking demand for raw materials as an alternative investment.

"China is viewed as having engineered a gentle moderation in growth," said David Thurtell, an analyst at Citigroup Inc. in London. "Not too hot, not too cold."

Copper for delivery in December added 5.3 cents, or 1.5 percent, to $3.7045 a pound at 8:29 a.m. on the Comex in New York. Prices earlier today touched $3.72, the highest level since July 2008, and headed for a third straight weekly gain.

On the London Metal Exchange, copper for delivery in three months climbed 1.6 percent to $8,141 a metric ton ($3.51 a pound). Tin rose to within 1.6 percent of a record and nickel posted the longest winning streak since 2007.

China's government-backed purchasing managers' index rose to 53.8 from 51.7 in August, beating the median forecast of 52.5 in a Bloomberg News survey of 15 economists. A separate PMI released on Sept. 29 by HSBC Holdings Plc and Markit Economics climbed to a five-month high.

Weaker Dollar

The U.S. Dollar Index, a six-currency gauge of the greenback's strength, fell as much as 0.7 percent, on course for a third straight weekly retreat. The gauge slid 8.5 percent in the third quarter, contributing to the 23 percent advance by the LME Index of the six main metals traded on the exchange.

Inventories of copper monitored by the LME fell for a fifth day to 373,800 tons, the lowest level since Nov. 3. Stockpiles shrank for a 32nd week in a row this week. Aluminum inventories today dropped for a 12th straight session to 4.35 million tons, the lowest level since June 25, 2009.

Tin for three-month delivery on the LME added 3.1 percent to $25,000 a ton. Prices touched $25,100, the highest level since May 16, 2008, and $400 below the record achieved that month. The metal has jumped 47 percent this year, leading gains on the LME, after production was disrupted in Indonesia and the Democratic Republic of Congo.

Nickel climbed 2.1 percent to $23,900 a ton, the eighth consecutive gain and the longest rally since April 2007. Aluminum added 1 percent to $2,375.50 a ton after reaching $2,387, the highest price since April 21. Zinc advanced 1.5 percent to $2,228.50 a ton and lead rose 1.3 percent to $2,307.75 a ton. Source: Bloomberg

Copper hits fresh 2-year high on China PMI data

* LME aluminium, nickel hit 5-month highs; tin 2-yr peak

* Shanghai copper may retrace to 48,000 yuan in Q4 [TECH/C]

* Coming up: U.S. core PCE price index, Aug; 1230 GMT

SINGAPORE, Oct 1 - LME copper hit a fresh 

two-year high on Friday, on upbeat manufacturing data from top
consumer China where markets are closed are closed for the
start of a week-long public holiday.

Three-month copper on the London Metal Exchange CMCU3
rose to $8,106 a tonne, highest since July 31, 2008. It eased
to $8,102.5 by 0630 GMT.

China's manufacturing sector gained momentum last month,
the official purchasing managers index (PMI) number showed,
providing further evidence that the economy is pulling smoothly
out of a second-quarter swoon.

"In the past two months we saw a pickup in PMI, which
foreshadows a rise in demand from China," said Ben Westmore,
commodity economist at National Australia Bank, "That is
probably what copper prices are responding to."

China's financial markets are closed for a week from Oct. 1
to 7 for the National Day holiday.

"It's mainly the PMI, but since China is out, it doesn't
take much to swing the market either way," said a
Singapore-based trader.

"We are likely to see copper press a little higher during
China's absence, on expectation of weaker dollar in addition to
increasing lengths from funds."

On LME's electronic trading platform, just 845 lots have
been traded so far. Normally about 2,000 lots go through the
system during Asian business hours.

Adding to the bullish sentiment, Vedanta Resources' (VED.L)
Indian unit Sterlite Industries (STRL.BO) shut down its
Tuticorin copper smelter, the world's ninth-largest, on court
order on Wednesday, and said it is seeking time to appeal the
order.

Shanghai copper closed at 60,600 yuan a tonne on Thursday,
while LME copper stood at $8,028. The arbitrage window between
the two markets is firmly shut, with Shanghai at a discount of
2,238 yuan to LME on Thursday.

The market is eyeing the core PCE price index from the U.S.

later today, to assess the health of the world's largest
economy. 

Wall Street wrapped up its best quarter in a year on
Thursday with the S&P and Nasdaq logging in the biggest monthly
gains since April 2009, as data showed the economy isn't in
such bad shape.

Some warned that copper prices have gone out of sync with
fundamentals, as demand has yet to recover to the level before
the financial crisis and prices are already at pre-crisis
levels.

"The concern in the market is that the prices are getting a
little bit frothy, that it doesn't really coordinate with
fundamentals," said Westmore of NAB.

"It will be interesting to see some market players to pare
some of their positions. Most likely we'll see some moderation
before China comes back."

Shanghai copper SCFc3 is seen to retrace to 48,000 yuan a
tonne over the fourth quarter, as the consolidation that
started from January high of 64,180 yuan has not completed,
according to Reuters market analyst Wang Tao. 

LME aluminium CMAL3 vaulted to a more than five-month

high of $2,374. LME nickel CMNI3 also hit a five-month peak
of $23,780. Tin CMSN3 hit $24,620, its highest since May
2008. Source: Reuters

Base metals prices at 0630 GMT
 Metal         Last       Change   Pct Move  End 2009 YTD pct
chg
 LME Cu        8102.50     92.50     +1.15    7375.00     
9.86
 LME Alum      2372.00     21.00     +0.89    2230.00     
6.37
 LME Zinc      2237.00     42.00     +1.91    2560.00   
-12.62
 LME Nickel   23750.00    350.00     +1.50   18525.00    
28.21
 LME Lead      2310.50     31.50     +1.38    2432.00    
-5.00
 LME Tin      24620.00    370.00     +1.53   16950.00    
45.25

Copper Climbs to 26-Month High on Chinese Manufacturing, Dollar's Decline

* Nickel up 1,9% to US$ 23,845/ton

* Tin hit the highest level since May 2008 to US$ 25,200

Copper jumped to a 26-month high in New York after a report showed manufacturing accelerated in China, the world’s biggest metal consumer.

China’s purchasing manager’s index rose to 53.8 in September from 51.7 in August, signaling the fastest expansion in four months, data from the country’s logistics federation and statistics bureau showed. Copper also rose as the dollar fell to the lowest level since January against a basket of six major currencies, bolstering the investment appeal of the metal.

“We are bullish longer term on copper,” said Evan Smith, who helps manage $2 billion at U.S. Global Investors Inc. in San Antonio. “China will be the biggest contributor to higher prices. Prices also get a lot of support from the dollar.”

Copper futures for December delivery climbed 3.90 cents, or 1.1 percent, to close at $3.6905 a pound at 1:21 p.m. on the Comex in New York. Earlier, the price reached $3.722, the highest level since July 30, 2008. This week, the metal advanced 2 percent, the third straight gain.

Inventories monitored by the London Metal Exchange fell for the fifth straight day to the lowest level since Nov. 3. Stockpiles are down 26 percent this year, on course for the first annual decline since 2004. Refined-copper output will trail demand next year, the first deficit since 2007, the International Copper Study Group said.

“Copper is getting more difficult to find,” Smith said. “There are no significant sources of supply coming into the market.”

On the LME, copper for delivery in three months climbed $86, or 1.1 percent, to $8,100 a metric ton ($3.67 a pound). The price has gained 35 percent in the past 12 months.

Tin rose $650, or 2.7 percent, to $24,900 a ton in London. Earlier, the prices reached $25,200, the highest level since May 16, 2008.

Nickel climbed $445, or 1.9 percent, to $23,845 a ton. The metal was up for the eighth straight session, the longest rally since April 2007.

Aluminum, zinc and lead also rose. Source: Bloomberg

Asing Buru Saham Gajah Tunggal

Investor asing tampak memburu saham PT Gajah Tunggal Tbk (GJTL) sepanjang perdagangan hari ini, sehingga harganya naik 9,85% atau Rp 195 menjadi Rp 2.175, sekaligus mencetak rekor tertinggi saham ini.

Pembelian dilakukan melalui broker ABN AMRO Asia Securities Indonesia dan DBS Vickers Securities Indonesia. ABN AMRO membeli 8.154 lot di harga Rp 2.075 dan DBS Vickers 8 ribu lot di harga Rp 2.115.

Broker CIMB-GK Securities Indonesia membeli 12.884 lot GJTL sekaligus tercatat sebagai pemborong terbanyak saham GJTL. Sementara itu, aksi jual banyak dilakukan oleh investor lokal melalui broker Equity Development Securities yang melepas 40.263 lot dan Trimegah Securities 6.873 lot.

1	YU	CIMB-GK SECURITIES INDONESIA	188	12,884	2,097.43	65	4,334	2,137.86	8,550	17,218
2	HG	ABN AMRO ASIA SECURITIES INDONESIA	148	8,154	2,075.23	-	-	-	8,154	8,154
3	DP	DBS VICKERS SECURITIES INDONESIA	85	8,000	2,115.63	6	700	2,150.00	7,300	8,700
4	DR	NUSADANA CAPITAL INDONESIA	492	24,043	2,093.13	246	17,134	2,098.61	6,909	41,177
5	HD	HORTUS DANAVEST TBK.	85	7,000	2,100.00	1	200	2,050.00	6,800	7,200
93	CP	VALBURY ASIA SECURITIES	91	4,801	2,132.89	100	7,230	2,107.37	-2,429	12,031
94	DX	BAHANA SECURITIES	8	468	2,069.18	94	3,143	2,096.29	-2,675	3,611
95	LG	TRIMEGAH SECURITIES TBK.	82	3,635	2,113.48	155	6,873	2,067.25	-3,238	10,508
96	BS	EQUITY DEVELOPMENT SECURITIES	8	3,056	2,050.53	434	40,263	2,111.12	-37,207	43,319

 

Masuk Menit Terakhir. DBS Vickers Angkat Saham SMCB

Investor asing melalui DBS Vickers Securities Indonesia mengangkat saham PT Holcim Indonesia Tbk (SMCB) menjelang penutupan pasar. Broker ini masuk membeli SMCB pada menit 15:28 hingga pukul 16:00 WIB dengan membeli 5 ribu lot di harga rata-rata Rp 2.488. Aksi ini sukses membuat harga saham SMCB ditutup di Rp 2.500 atau naik Rp 75 dari harga pembukaan.


Broker penjual didominasi oleh investor lokal meski dengan volume yang kecil. Sinarmas Sekuritas hanya melepas 1.582 lot, namun tercatat menjadi broker penjual terbanyak. Urutan berkutnya adalalah Andalan Artha Advisindo Sekuritas yang melepas 2.020 lot dan Trimegah Securities 1.004 lot.

1	DP	DBS VICKERS SECURITIES INDONESIA	71	5,000	2,488.30	-	-	-	5,000	5,000
2	KZ	CLSA INDONESIA	58	4,454	2,480.39	1	40	2,450.00	4,414	4,494
3	DR	NUSADANA CAPITAL INDONESIA	82	3,147	2,474.96	19	1,155	2,470.24	1,992	4,302
4	AI	UOB KAY HIAN SECURITIES	20	540	2,470.37	2	74	2,475.00	466	614
5	BK	J.P MORGAN SECURITIES INDONESIA	10	437	2,450.00	-	-	-	437	437
55	ZP	KIM ENG SEKURITAS	4	161	2,471.58	43	1,138	2,475.00	-977	1,299
56	KS	KRESNA GRAHA SEKURINDO TBK.	17	180	2,475.00	15	1,170	2,499.68	-990	1,350
57	LG	TRIMEGAH SECURITIES TBK.	1	1	2,500.00	14	1,004	2,485.51	-1,003	1,005
58	BJ	ANDALAN ARTHA ADVISINDO SEKURITAS	1	500	2,425.00	7	2,020	2,456.44	-1,520	2,520
59	DH	SINARMAS SEKURITAS	4	60	2,475.00	16	1,582	2,490.80	-1,522	1,642