Selasa 3 Jan 2011

15:40 masa cfin mau reject sich... engga bener


15:08  watch SSIA

15:06  Tasrul Tanar: BMTR mulai akumulasi, tembus 1030 harga akan naik lagi

14:47  Wondering,, who is the buyer of bumi, since nov. CG has been buyer for bumi 505.000 lots,, hmmmm

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Indonesian Inflation Slows, Giving Central Bank Room to Cut Interest Rates
By Widya Utami and Novrida Manurung
January 02, 2012 12:51 AM EST
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Indonesia’s inflation (IDCPIY) slowed for a fourth straight month in December to the lowest level since March 2010, an easing that may give the central bank scope to cut interest rates further.

Consumer prices (IDCPIY) rose 3.79 percent from a year earlier in December, the Central Bureau of Statistics said in Jakarta today. That compares with the 3.86 percent median estimate of 14 economists surveyed by Bloomberg News. Inflation was 4.15 percent in November.

Bank Indonesia Governor Darmin Nasution and his board left the nation’s benchmark interest rate at 6 percent last month after cuts in October and November, joining New Zealand and South Korea in holding borrowing costs as Europe’s growth prospects deteriorated. Price pressures are easing in the Asia- Pacific region as demand for exports slows.

“December’s inflation figure is better than our expectation,” said a, senior economist at PT Bank Mandiri in Jakarta. “We think inflation this year may accelerate to 5.5 percent. The government’s plan to limit subsidized-fuel consumption and to raise electricity tariffs may give pressure. With this condition, the chance for the central bank to cut the benchmark rate decreases. We think it will maintain the rate at 6 percent.”

The central bank last month predicted inflation may accelerate to as much as 5 percent in 2012.
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Stock watch : BUMI,BORN,UNSP,ENRG,BRMS,BRAU.
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ROAD- SHOW SSIA :  Minggu depan SSia akan melakukan road show bersama dng deutche dan macquarie sec.
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Tuesday (03/1) Early BIRD Fundamental Prespective (Edwin Sebayang-MNC Securities)

Bursa Indonesia Selasa ini diperkirakan masih akan sepi & cenderung tertekan serta berjalan kehilangan arah dikrnkan hampir seluruh Bursa Utama Global libur Senin, tdk byk perkembangan yg tjd semalam. Wall Street baru memulai perdagangan Selasa ini diawali dgn akan keluarnya bbrp data ekonomi khususnya laporan Tenaga Kerja Desember, laporan penjualan automotive, Sales Chain Stores, Survey kegiatan Manufacture & Sektor Jasa yg bisa memberikan gmbaran aktifitas bisnis serta penerimaan karyawan & sementara waktu bisa mengalihkan perhatian dr Eropa.

Focus pertama diawal thn yg sgt perlu diperhatikan adlh Lap Nonfarm Payroll diperkirakan bertumbuh 140,000 s/d 150,000 pekerjaan tercipta selama Desember'11 serta Lap Tingkat Pengangguran Des yg diperkirakan sedikit naik mjd 8.7% dr sebelumnya 8.6%.

Tantangan awal thn 2012 sebenarnya baru terlihat ketika akan dilakukannya Lelang Surat Berharga Eropa & pertemuan antara pimpinan Jerman-Prancis tgl 9 Jan.

Bagaimana dgn January Effect di Wall Street? Chief equity strategist di S&P Cap IQ-Sam Stovall mengatakan KUNCI nya adlh apakah 5 hari pertama diawal tahun baru mengalami kenaikan atau tidak. Sejak thn 1945, jika 5 hari pertama di awal tahun baru Market Naik, mk rule of thumb nya, 88% sepanjang tahun boleh dikatakan akan positif krn fresh fund baru masuk ke pasar dan konsensus analyst mengatakan bahwa Dow Jones ditahun 2012 diperkirakan akan Naik antara 6% s/d 10%.

DOW 12217.56.  Holiday
NASDAQ 2605.15 Holiday
S&P 1257.59. Holiday
OIL 98.83 Holiday
GOLD 1566.8 Holiday
COAL.115.47 Weekly
NICKEL 18650. Holiday
TIN 19200.Holiday
CPO.3175. Holiday
TLK.30.74 (Rp.6965)
IIT.31.54 (Rp. 5715)

Tuesday IDX Range: 3790 - 3844

BOW: BBRI, INDF, BKSL, BBNI, KLBF, BMRI, AKRA, ASII, UNTR, PGAS, ITMG, AALI, ADRO, PTBA, LSIP, SMGR, HRUM (Pls Contact MNC Sec Research Div. or email to edwin.sebayang@bhakti-investama.com/Discl On)