Kamis 10 Nov 2011

15%3A41%26nbsp%3B+The+decline+in+Hong+Kong%27s+Hang+Seng+was+amplified+by+significant+declines+in+banking+heavyweights%2C+after+U.K.-based+HSBC+bank+reported+disappointing+third-quarter+results+the+previous+day%2C+while+Beijing-based+ICBC+confirmed+a+sell-down+of+its+shares+by+Goldman+Sachs.%0D%0A%0D%0A%0D%0A15%3A40%26nbsp%3B+FRIDAY%3A+US+Holiday%E2%80%94Veteran%27s+Day.+Markets+open%2C+banks+closed.+Consumer+sentiment%2C+French+short+sale+ban+ends%0D%0A%0D%0A%0D%0A15%3A35%26nbsp%3B+alasan+ke+6.+italy+msh+punya+AC+milan%2C+Juventus%2C+inter+Milan...+3+klub+itu+dijual+juga+cukup...+gak+perlu+bailout...%0D%0A%26nbsp%3BEmas+terbanyak+ke+4+di+dunia+ITALY...+sebelum+orang+JAWA%0D%0AHuehehehe%0D%0A%0D%0A%0D%0A15%3A32+%26nbsp%3B+5+Reasons+Italy+is+not+Greece%0D%0A1.%26nbsp%3B+Italy%E2%80%99s+average+debt+maturity+is+much+longer%2C+meaning+any+rise+in+yields+is+not+an+immediate+problem+and+%E2%80%9Cwill+take+some+time+to+filter+through+into+Italy%E2%80%99s+debt+burden.%E2%80%9D%0D%0A2.+Italy+collects+many+more+taxes+than+its+debt+service+costs%2C+even+if+it+hypothetically+had+to+pay+7%25+on+all+its+debt.%0D%0A3.+Its+overall+debt+burden+%E2%80%93+combining+private+and+public+debt+%E2%80%93+is+relatively+low+compared+to+developed+countries.%0D%0A4.+More+than+half+of+Italy%E2%80%99s+debt+is+held+domestically%2C+which+gives+the+government+a+little+more+say.+For+example%2C+%E2%80%9Cbond+swaps+can+be+foisted+on+domestic+institutions.+Domestic+institutions+can+be+required+to+hold+more+government+bonds+in%2C+say%2C+pension+portfolios.%E2%80%9D%0D%0A5.+Finally%2C+Italy+%E2%80%9Chas+other+sources+of+wealth.%E2%80%9D+The+country+has+a+whole+lot+of+gold%0D%0A%0D%0A%0D%0A15%3A04%26nbsp%3B+salah+satu+trigger+di+hangseng+adalah+Banking...HSBC-third+quarter-nya.....sama+ICBC+direcomend+sell+sama+Goldman+Sach....%0D%0AMksdnya+Goldman+Sach+mau+jual+kepemilikan+mrk+di+ICBC+sejumlah+%241%2C1+billion+%0D%0A%0D%0A%0D%0A14%3A56+%26nbsp%3Bsuku+bunga+rendah+bagus+untuk+semua+perusahaaan%0D%0Aterutama+property%2C+financial+%28termasuk+leasing%29%2C+bank%2C+automotive+dan+consumer-relzDed+stocks%0D%0A%0D%0A14%3A40%26nbsp%3B+penamat+eonomi+menilai+gubernur+BI+terlalu+cepat+menurunkan+SBI+sebesar+50+basis.+Hal+ini+dapat+menyebabkan+capital+outflow.+Market+merespon+negatif+soal+kebijakan+BI+ini.+hopefully+short+term+impact...+in+the+long+run..duit+mereka+mau+di+taruh+di+mana+%3F+di+eropa+problem+default%2C+amerika+gak+ada+growth%0D%0A%0D%0A%0D%0A13%3A53%26nbsp%3B+Bank+Indonesia+Cuts+Overnight+Benchmark+Rate+50+Bps+To+6.00%25%0D%0A%0D%0A%0D%0A13%3A30+%26nbsp%3BIni+berita+lengkapnya+%3A+Italia+memajukan+jadwal+pemungutan+suara+tahap+pertama+oleh+Senat+terhadap+program+pengetatan+anggaran+yang+banyak+ditunggu+oleh+pelaku+pasar+global+dari+Rabu%2C+15+November+2011%2C+menjadi+besok+Jumat%2C+11+November+2011.+Adapun+%27final+vote%27+oleh+Parlemen+dimajukan+menjadi+Minggu%2C+13+November+2011.+Perubahan+jadwal+yang+dimajukan+lebih+cepat+untuk+mengantisipasi+dan+mengelola+sentimen+pelaku+pasar.%0D%0ASore+nanti+sesuai+jadwal%2C+koalisi+parpol+Yunani+akan+mengambil+keputusan+penting+atas+pembentukan+kabinet+kerja+sementara.%0D%0A%0D%0A%0D%0A10%3A00%26nbsp%3B+Agenda+10+November%0D%0A%26nbsp%3B+HOTEL+SAHID+JAYA+RUPSLB%2C+akhir+penawaran+IPO+Visi+Media+Asia%2C+EU+Semi+%E2%80%93+annual+economic+forecasts+published%2C+CUM+DEV+INDY+48+%28Blm+Konfirm%3F%3F%29%2C+Indonesia+monetary+policy+decision%3A+RDG+BI+rate%2C%26nbsp%3B+UK+MPC+meeting%E2%80%A2+US+trade+balance%0D%0A%0D%0AADMG+AKAN+JADI+PENDATANG+BARU+DI+LQ45%0D%0A%0D%0A------------------------------------------------------------+%0D%0A%28Maaf+ini+news+kemarin+rasanya+terlewat+di+fwd%29UPDATE+FROM+BORN+CORPORATE+PRESENTATION%2C+Ritz+PP%2C+Nov+9+2011+By+ES+%28Strickly+for+MNC+Securities+Clients+Only%29%3A%0D%0ASetelah+mengikuti+penjelasan+dari+emiten+BORN%2C+saya+semakin+yakin+merekomendasikan+SELL+utk+saham+ini+dan+saya+menemukan+beberapa+keanehan+Why%3A%0D%0A1.+Harga+yang+dibayarkan+terlalu+utk+untuk+mendapatkan+BORN+yakni+premium+diatas+40%25+harga+pasar%3B%0D%0A%0D%0A2.+Dalam+hal+pembelian+BUMI+Plc+senilai+USD+1+million%2C+BORN+tidak+mengharapkan+dividen+dan+tidak+disebutkan+besarnya+bunga+yg+dikenakan+atas+pinjaman+tsb%2C+padahal+kita+tahu+akan+ada+Interest+Payment+yg+harus+dibayarkan+BORN+kpd+Standchart.%0D%0A%0D%0A3.+Pihak+direksi+BORN+mengatakan+mrk+akan+investasi+di+BUMI+Plc+untuk+jangka+waktu+yg+panjang+tanpa+ada+kejelasan+benefit+apa+yg+BORN+peroleh+dari+investasi%26nbsp%3B+tsb+selain+mereka+mengatakan+akan+menguasai+lebih+besar+porsi+lagi.%0D%0A%0D%0A4.+Jika+BORN+ingin+menambah+kepemilikan+di+BUMI+Plc+atau+BRMS+itu+artinya+akan+ada+tambahan+dana+yang+harus+disediakan+dalam+jumlah+besar+tanpa+kita+tau+apakah+memang+ada+aset2+yg+bisa+diperoleh+dari+isi+perut+BRMS+itu+sendiri+sbg+contoh.%0D%0A%0D%0A5.+Last+but+not+the+least%2C+ES+MENDUGA+%28bisa+salah-bisa+benar+dan+ini+harus+di+Bold+serta+digaris+bawahi%29+dgn+berbagai+penjelasan+dari+BOD+tadi%2C+sebenarnya+BORN+itu+miliknya+Bakrie+atau+DKL+BORN+meru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