1NVEST0R MAND1R1 maen SAHAM bener

belajar MANDIRI, akan JAUH LEBE SUKSES (SEJAK 210809)

bumi: terbesar untuk ekspor batu bara energi listrik 30 Juni 2009

Filed under: BUMI n the Bakries — bumi2009fans @ 9:22 am

Indonesia Stocks Drop as Commodities Decline on Growth Concern

By Berni Moestafa

June 23 (Bloomberg) — Indonesia’s benchmark stock index fell, led by coal and nickel producers, after oil and metal prices dropped on concern global growth will slow more than expected, reducing demand for the nation’s commodities.

PT Bumi Resources, Indonesia’s biggest coal producer, fell 10 percent after crude oil slumped $2.52 a barrel yesterday, reducing the allure of alternative fuels. PT International Nickel Indonesia dropped 5 percent as the price of the metal declined. Commodity prices retreated after the World Bank yesterday said the global recession this year will be deeper than expected.

“With the reduced forecast there’s concern that demand for commodities and energy will also be lower,” said Agus Yanuar, chief investment officer at Jakarta-based PT Samuel Aset Manajemen, which manages about $160 million. “Overseas investors are realizing their gains in commodity stocks.”

The Jakarta Composite index decreased 60.64 points, or 3.1 percent, to close at 1,914.39, the lowest since May 28. The gauge has risen 41 percent so far this year, driven by energy and metal stocks, on optimism President Susilo Bambang Yudhoyono will be reelected in July and help boost economic growth.

The world economy is forecast to contract 2.9 percent this year, compared with a prior estimate of a 1.7 percent decline, the World Bank said in a report. Global growth will return next year with a 2 percent expansion, the Washington-based lender said, cutting its forecast from a 2.3 percent prediction about three months ago.

Crude Falls

Bumi, Asia’s largest exporter of power-station coal, plunged 10 percent to 1,660 rupiah, the steepest drop since May 14. PT Medco Energi Internasional, the nation’s biggest listed oil company, decreased 8.3 percent to 2,750 rupiah.

Crude oil for August delivery fell 3.6 percent to $67.50 a barrel in New York yesterday, the lowest settlement since June 3. The contract was at $66.91 a barrel in after-hours trading as of 4:05 p.m. Jakarta time.

International Nickel dropped 5 percent to 3,800 rupiah. PT Timah, the nation’s largest tin producer, retreated 5.5 percent to 1,890 rupiah. Nickel for three-month delivery fell 4.6 percent to $14,500 a metric ton in London yesterday while tin dropped 2.9 percent to $14,400 a ton.

PT Indonesia Air Transport, a charter service provider, slumped 10 percent to 60 rupiah. The company has reduced the number of planes it uses to lower costs and because the number of customers has declined, Bisnis Indonesia newspaper reported, citing Corporate Secretary Jo Denie. Denie couldn’t be reached when called at his office to confirm the report.

Meanwhile, PT Astra Agro Lestari, Indonesia’s largest plantation stock that plants only oil palm trees, jumped 5.4 percent to 17,500 rupiah, the biggest gain since May 7. Palm oil for September delivery rose 4.1 percent to 2,246 ringgit ($633) a metric ton at 5:08 p.m. in Kuala Lumpur, recovering from a 5.6 percent slump yesterday.



Filed under: BUMI n the Bakries — bumi2009fans @ 9:13 am

Siberian Coal Plans to Raise Exports 10% on Higher Asian Demand

By Ilya Khrennikov

June 25 (Bloomberg) — Siberian Coal Energy Co., Russia’s largest producer of the fuel, said it plans to raise exports by 10 percent this year on higher demand from Asia.

The Moscow-based company, also known as SUEK, exported 12.2 million metric tons of coal in the first five months of 2009, 11 percent more than a year earlier, Deputy Chief Executive for Strategy Anna Belova said in an interview yesterday in Moscow.

“Asian demand is growing and will continue to grow,” she said. SUEK is seeking to boost the Asian share of its total exports to at least 40 percent this year, from 25 percent in 2007, Belova said.

SUEK, which is owned by Russian billionaires Andrei Melnichenko and Sergei Popov, has long-term contracts to supply Asian customers including Korea Electric Power Corp., South Korea’s biggest utility, and Electric Power Development Co., Japan’s largest electricity wholesaler. That’s helping SUEK to buck the trend of falling Russian exports. The country will post a “double-digit” percentage decline this year, Belova said.

Russia, the world’s third-largest coal producer, recorded a 9 percent drop in exports to 37 million tons in January through May, according to CDU TEK, a unit of the Energy Ministry. Moscow-based SUEK reduced its production by 8 percent to 34 million tons in the period as Russian electricity consumption fell because of the country’s economic contraction. Some domestic utilities also switched from coal to gas to generate electricity after natural-gas prices dropped.

Asian Contracts

The share of natural gas among the fuels used by Russian electricity generators may rise as much as 3 percent this year, Belova said.

SUEK’s exports benefited from its long-term contracts with Asian utilities and the start earlier this year of exports through its coal terminal in Vanino in the Khabarovsk region, Belova said.

Japan has the potential to receive more imports from Russia. It imports 123 million tons of coal a year, of which just 3 million to 4 million tons comes from Russia, Belova said.

“It’s a very important market for us,” she said.

SUEK, which says it’s the world’s fifth-largest coal exporter, had sales of 92 billion rubles ($3.1 billion) last year, according to its annual report. That excludes $1.2 billion of revenue from its utility units, Belova added.

SUEK controls two utilities in Siberia, OAO Kuzbassenergo and OAO Yenisei Territorial Generating Co., which help it to secure domestic coal sales. The utilities together consume about 20 percent of SUEK’s coal production, Belova said. SUEK is considering whether to acquire other utilities in Russia, she added.

Xstrata Plc is the world’s biggest coal exporter, followed by PT Bumi Resources, BHP Billiton Ltd., and Anglo American Plc, according to data compiled by SUEK.

… jelas xstrata tetap mengungguli bumi dalam tren keperkasaan harga sahamnya …


bumi: bnbr restruktur direksi 2009

Filed under: BUMI n the Bakries — bumi2009fans @ 9:08 am

Selasa, 30/06/2009 08:14 WIB
Bakrie Brothers Angkat 2 Direktur Baru
Indro Bagus SU – detikFinance

Foto: Reuters Jakarta – RUPS PT Bakrie & Brothers Tbk (BNBR) yang akan digelar hari ini kabarnya akan mengangkat Wakil Komisaris Utama BNBR Bobby Gafur Sulistyo Umar dan Direktur Keuangan PT Bakrie Indo Infrastrukture Eddy Soeparno masuk jajaran direksi perseroan.

“Bobby kemungkinan akan menjadi Wakil Direktur Utama dan Eddy akan mengisi posisi baru atau menggantikan posisi direktur lama,” ujar sumber detikFinance, Selasa (30/6/2009).

Sebelumnya, Bobby merupakan Direktur Utama BNBR. Pada RUPS tahun lalu, pemegang saham menunjuk Bobby menjadi Wakil Komisaris Utama BNBR sekaligus menjadi Direktur Utama Bakrie Indo Infrastrukture (anak usaha BNBR) yang ketika itu baru akan didirikan.

Eddy Soeparno merupakan mantan bankir investasi Merrill Lynch yang kini menjabat sebagai Direktur Keuangan Bakrie Indo Infrastrukture.

Direktur Utama BNBR Nalinkant A Rathod sempat dikabarkan bakal mundur dari jabatannya. Namun sumber tersebut mengatakan, Nalinkant akan tetap di posisinya.

“Posisi pak Nalin kemungkinan tidak akan diganti. Pak Bobby kemungkinan akan mendampingi pak Nalin sebagai Wakil Direktur Utama,” ujarnya.

Sementara kabar mengenai posisi yang akan ditempati Eddy masih simpang siur. Sempat beredar kabar kalau Yuanita Rohali bakal dicopot dari jabatannya sebagai Direktur Keuangan. Konon Eddy akan menggantikan posisi Yuanita.

Namun kabar lain yang beredar mengatakan kalau Eddy akan menempati kursi direktur baru dalam jajaran direksi BNBR.

“Ada masukan untuk menambah satu kursi baru yaitu Direktur Investasi dan Manajemen Risiko. Ada wacana kalau Eddy bakal menempati posisi ini,” ujar sumber tersebut.

Hingga saat ini, belum ada pihak yang dapat dikonfirmasi mengenai kebenaran kabar tersebut.