14:16 ITALY EXTEND SHORT SELL BAND TILL NOV
14:01 ANALYST AND INVESTORS GATHERING IN lONDON ON BUMI PLC STARTS TODAY. MOST ANALYSTS EXPRESS INTENTION FOR LONG TERM INVESTMENT IN BUMI AND UNITS.
13:53 German Chancellor Angela Merkel is seeking support among her coalition lawmakers for the vote today to expand the European Financial Stability Facility’s firepower. Concern Greece will default on its debt is dragging global equities and commodities toward their biggest quarterly losses since 2008. More than half of global investors surveyed by Bloomberg predict Chinese growth will slow to less than 5 percent annually by 2016.
13:47 German lawmakers are set to back an expansion of the euro-area rescue fund’s firepower as European officials turn to look at what next steps may be needed to stem the debt crisis.
The plan before the lower house in Berlin today would allow the fund to buy bonds of distressed states and offer emergency loans to governments, raising Germany’s guarantees to 211 billion euros ($287 billion) from 123 billion euros. The main opposition Social Democrats and Greens have said they will vote with Chancellor Angela Merkel’s government, assuring passage.
13:38 main german oposisi support to pass efsf cuma belum official/resmi.
11:51 Schroder 90 Plus Equity Fund (Agst 2011) :
1 Astra International (Equity)
2 Bank Mandiri (Equity)
3 Bank Negara Ind. (Equity)
4 BRI (Equity)
5 Bumi Resources (Equity)
6 Citibank N.A (TD)
7 Gudang Garam (Equity)
8 Indofood (Equity)
9 Telkom (Equity)
10 United Tractor (Equity)
11:26 BUMI : meski oversold, dan penurunan tanpa volume, support 1900
- yg mengindikasikan tekanan jual menurun namun
- Jk break 1900, mk next target 1500.
tdk ada yg berubah, deleverage.
rupslb 21 october.
saat ini proses pembahasan CB.
11:11
Note out this morning on Bumi Resources. Key points:
* Downgrading to Underperform with target price Rp2,200/sh
* Deleveraging not playing out as previously expected
* CIC debt now being refinanced as opposed to repaid. This was the key plank
of our investment thesis.
* Buyers for the US$2b convertible bond look less likely given current
volatile market and high conversion premium
* Operations performing well but focus will continue to be on balance sheet
and cashflow
* Bumi is a highly geared, high beta stock with lower earnings visibility than
peers. We expect it to be less favoured in the currentmarket.
andy_hs23: Whilst Bumi Resources had a solid 1H11 result, operational performance
will continue to take a back seat to the balance sheet.
10:59 Nikkei rebound. Dr - 120 now -35
10:31 CS kemarin down grade smua banking indonesia... kemarin dan hari ini menjadi nett buy banking.... so tau dong artinya
" Delta Dunia " ( DOID.jk). The second largest mining contractor in indonesia,Published on plans to sell 2,5% stake owned by one of the shareholder. This shares to be sold is the result of right issue at 900 idr. There are 3 names of candidates as follows : 1, Marubeni corp ) 2CSamsung 3. Kobelco int. Offering prices ranged between 900 - 1000 per share. The deal will closed end of september. ( Vv - ITF )
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Thursday (29/9) Early BIRD Fundamental Prespective (Edwin Sebayang-MNC Securites)
Berdasarkan pengalaman bbrp kali kejatuhan, dihimbau agar investor MNC Securities utk mengambil posisi atas saham2 Blue Chips & 2nd Liners berfundamental bagus jika hari ini Bursa Indonesia terkena aksi profit taking setelah naik 2 hari berturut2 sekitar 200 poin terdorong imbas kejatuhan Dow Jones semalam -17.79 poin, kejatuhan Oil -4.3%, Gold -2.4%, Nickel -2.4% & Tin turun tertajam -5.7%.
Setelah naik 3 hari berturut-turut sebesar 450 poin, Dow Jones semalam, walaupun sempat naik 126 poin, akhirnya terkena aksi profit taking sebesar -179.79 points (-1.61%) disertai naik The CBOE Volatility Index kelevel 41 terdorong sentimen negatif yg sgt klasik yaitu kondisi ekonomi global & menunggu perkembangan voting dimasing2 negara Zona Euro mengenai EFSF dimana Voting di Finland mengesahkan perubahan besaran anggaran EFSF (memperbolehkan peningkatan pembelian hutang pemerintah dan menolong perbankan Eropa)& Jerman dijadwalkan melakukan voting Kamis dmn sejauh ini 8 dari 17 negara anggota Uni Eropa telah menyetujui ekspansi EFSF. Sementara itu larangan short sale di Bursa Prancis & Italty diperpanjang sampai 11 November sementara larangan di Spanyol tetap dilakukan sampai Bursa Spanyol stabil. The troika (EU, ECB and IMF) dijadwalkan kembali mengunjungi Athena hari Kamis ini serta Menteri Keuangan Zona Euro akan melangsungkan pertemuan tambahan di bln Oktober utk mendiskusikan lebih lanjut mengenai bantuan pendanaan utk Yunani.
DOW 11010.90 -1.61%
NAS 2491.58 -2.17%
S&P 1151.06 -2.06%
OIL 80.81 -4.31%
GOLD 1613.20 -2.37%
NICKEL.18505 -2.37%
TIN.20550 -5.71%
CPO.2912. -1.29%
TLK.32.57 (Rp. 7235)
IIT.29.50 (Rp. 5245)
Thu IDX Range: 3467-3578
BOW: ASII, BBRI, BMRI, JSMR, PGAS, TBLA, AKRA, UNTR, GGRM, ASRI, SMGR, INTP (ES-MNC Sec/Disclaimer On)
Remaider...EFSF European Financial Stability Facility adalah fasilitas keuangan yang dibentuk negara Eropa untuk mengatasi krisis hutang di Eropa. Jerman adalah penjamin terbesar di EFSF 119.390,07 juta euro = 27,13%, Perancis kedua 89.657,45 juta euro =20,38%. EFSF berencana menerbitkan obligasi untuk mengatasi krisis hutang di eropa. Kanselir Jerman Angela Merkel hari Kamis 29 Sep 2011 akan melakukan voting dengan anggota perlemen, untuk keputusan apakah Jerman akan ikut atau tidak sebagai penjamin9obligasi yang akan diterbitkan EFSF. Berita ini yang ditunggu oleh pasar saham, akan diketahui hasilnya di Indonesia pada hari Jumat 30 September 2011.
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