Market Flash: iSHARES MSCI Indonesia Investable Market Index Fund (EIDO:US) PRICE: 28.530 USD Down -0.360 (-1.246%) >>> BI: Rupiah Melemah Akibat Kondisi Eropa >>> Pertemuan FED pertimbangkan langkah baru dorong ekonomi >>> KIJA akan Terbitkan MEN Valas USD150 Juta >>> PT Indika Energy Perusahaan Teladan Dunia 2011 >>> Govt Promises Revision of Cost Recovery Regulation >>> BPMigas Demands PGN to Pay US$6 per MMBTU >>> Jababeka to Raise US$150 Million from Debt Markets >>> SCG Chemicals buys Chandra Asri >>> Solusi Tunas eyes Rp380 bio IPO >>> SMR Utama scouts Rp300 bio IPO >>> Alam Sutera picks two bond arrangers >>> ASII Tetap Rajai Penjualan Mobil Agustus 2011 >>> Perusahaan Thailand kuasai Saham TPIA senilai Rp 3,76 Triliun >>> Agis Main ke Tambang, Sahamnya Masuk Dalam Pengawasan >>> ACES Mendekati The Northern Agar Mau Kurangi Kepemilikan >>> IHSG masih harus berjuang terus bertahan diatas MA200 >>> Melirik Peluang Akumulasi di Saham Perbankan >>> Analisa Saham BUMI: Kuat Bertahan & Berpeluang Kembali Uptrend >>> Analisa Saham JSMR: Bertahan Di Support, What Next? >>> INDF Tertahan Di Area Support Kuat, Berpeluang Rebound >>> ASII Break Minor Support, Sell on Strength >>> ADRO Membentuk Descending Wedges, Berpeluang Rebound Terbatas >>> Wall Street ends flat as early gains evaporate >>> Fed begins policy meeting, tiptoes toward easing >>> Fed meeting to help decide on long-term Treasuries >>> Greece Makes 'Good Progress' in Reform Talks: EC >>> China worried Europe debt crisis will hit trade >>> China could roll out 4.65tr yuan stimulus package >>> IMF sees Mideast stagnation >>> NYMEX-Crude ends higher at Oct contract expiry >>> Asian Crude Palm Oil Up On Technical Buying, Soyoil >>> Foreign net Sell - 61.785.746

Jumat, 08 April 2011

NEWS HIGHLIGHTS - JP Morgan

* Coal price -- weekly Barlow Jonker Index price up US$2.5/ton to US$123.25 following news on Xstrata settlement with Japanese buyers.

* Krakatau Steel (KRAS) – plans to IPO two subsidiaries end-2011 or early-2012. (Bisnis Indo). My take – I visited KRAS recently and noticed the numerous subsidiaries within the company, that might offer hidden values. Among the subsidiaries that can go on an IPO are: (1) Mid-stream producer of steel profile and bar, (2) Downstream pipe producer, (3) Power plant company with 400MW capacity, (4) Port service for receiving raw materials and exporting, (5) Industrial water service company, (6) Industrial estate company with around 550ha landbank, and (7) EPC company that also serves third party needs. The long term feel on the stock is fairly positive.

* First Media (KBLV) – setting an EGM date on 25 April 2011 to approve the CVC transaction.

* Agung Podomoro Land (APLN) – 1Q11 marketing sales reached Rp1.12trn, exceeding internal forecast of Rp925bn. The monthly sales value is as follows for Jan-Mar: Rp447bn, Rp333bn, and Rp341bn.

* Citra Marga (CMNP) – preparing the fund to do Rp0.5trn acquisition in 2011. The fund could be obtained from a bond issue. (Investor Daily).

* Jasa Marga (JSMR) – entering the final stage to acquire a toll-road in Surabaya (Waru-Wonokromo) by May 2011. Also planning a toll-tariff hike in September 2011. (Kontan).

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