Senin 24 Oktober 2011

15:09  laba bersih bksl di sembilan bulan pertama naik ke rp98 milyar diabnding rugi bersih ti tahun sebelmunya.

14:31  Tgl 28/31 Okt Lap Keu  BMRI , BBRI , BBNI akan diumumkan

13:47  Northstar will acquire 18-20% stake in MASA at price Rp565/share

11:31  NORTHSTAR MAY TARGET DELTA DUNIA (DOID) AS FIRST MAJOR COAL MINING INVESTMENT IN INDONESIA. POTENTIAL SHARE PURCHASE UP TO IDR970/SHARE. 

11:00  Breaking news : overweight "SIMP tp 1800 " by csfb

11:00  JAYA AGRA WATTIE NINE-MONTH NET PROFIT COULD SURGE BY 178% TO IDR 160 BILLION DUE TO HIGHER SALES AND ASP OF ITS COMMODITY. NOW TRADES AT P/E RATIO OF ONLY 5.8x 2011 EARNINGS.


10:50 ANTM , formasi Cup and handle, break di 1740
disclaimer On

09:48  Oct. 24 (Bloomberg) -- Hedge funds increased bullish bets on commodities by the most since August on mounting optimism the global economy will avoid another recession, boosting prospects for raw-materials demand.

 Money managers raised combined net-long positions across 18 U.S. futures and options by 12 percent to 737,647 contracts in the week ended Oct. 18, Commodity Futures Trading Commission data show. Wagers increased most in energy and agriculture, led by heating oil, gasoline, coffee and soybeans.

 The Standard & Poor’s GSCI gauge of 24 commodities climbed 6.7 percent in October, on track for the biggest monthly advance this year, as European leaders moved closer to resolving the region’s debt crisis. Reports last week showed U.S. housing starts jumped to the highest since April  2010 and manufacturing unexpectedly accelerated, increasing investor confidence that the world’s largest economy isn’t tipping back into recession.

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PERSONAL VIEW on 24.10.11
On Global Market
Keputusan 'Crisis Convention' G-20 akhir pekan ini dlm menggalang dana talangan bagi krisis ekonomi yg berlarut2 mjd sorotan pelaku bisnis sejagat raya. Hasil mtg tsb bukanlah obat instan yg akan lsg menyembuhkan tetapi  yg m'buka ke arah yg lbh jelas bagi bnyk umzD demi kelangsungan roda ekonomi seluruh kawasan. Kucuran dana sebesar €940 miliar demi mengantisipasi kebuntuan yg tjd diantara 2 negara bsr Jerman vs Prancs mjd pertaruhan bagi lanjutan kehidupan negara2 Eropa yg terbelit hutang yg sdh jth tempo.

Bursa AS & Eropa menyikapinya dgn euphoria positif sehingga hampir selama sepekan seluruh market dikawasan ini berakhir di teritori positif naik 1% s/d 3.5%.

On Currencies & Commodities
Mangkatnya penguasa 'nyaris' abadi, Muamar Qaddafi membuat trend perdangan minyak mentah mjd lbh stabil. Kontrak minyak jenis West Texas Intermediate utk Des'11 menguat 0.2% mjd US$ 86.25 per barel, sedangkan Brent berkisar US$105-115 per barel. Prediksi pulihnya pasokan di Libya diperkirakan akan membuat sentimen positif utk short term.

Pekan lalu, China mengklaim tlh menggandeng Indonesia + 9 negara ASEAN utk memakai mata uang YUAN dlm transaksi ekspor-impor. Gerakan ini memungkinkan perush.non China menyelesaikan transaksi dlm Yuan dg bank2 dinegara mrk sendiri. Sebuah langkah besar yg diambil negara Panda stlh belakangan kekuatan Yuan membuat para negara2 besar semakin ciut.

On Local News
Satu lg badan "Superpower" Otoritas Jasa Keuangan (OJK) akhirnya mulai siap2 unjug gigi, direncanakan akan mulai beroperasi plg lambat thn 2013. Urusan substansi RUU OJK yg selama ini dibahas 'alot' berkepanjangan akhirnya sdh disepakati oleh pemerintah + DPR.

Satu progam "Mega" proyek infrastruktur & industri senilai Rp. 161.23 Tn yg siap2 luncur bagian9Dr MP3EI (Master Plan Percepatan & Perluasan Pembangunan Ekonomi Indonesia) utk koridor ekonomi Jawa.

"Selamat berkarya & berinvestasi"
(By: Cynthia. Source: BN, CNBC, BI, Kontan)
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