Asing Jual, IHSG Ditutup Turun hingga 0,9%. net foreign sell Rp539,4 miliar
http://pasarmodal.inilah.com/read/detail/1761472/asing-jual-ihsg-ditutup-turun-hingga-09
Tiga bluechips yang bikin indeks loyo: BMRI, PGAS, dan GGRM
http://investasi.kontan.co.id/v2/read/1312363222/74533/Tiga-bluechips-yang-bikin-indeks-loyo-BMRI-PGAS-dan-GGRM-
Asing Jual Saham Rp 500 Miliar, IHSG Melemah 41 Poin
http://finance.detik.com/read/2011/08/03/160753/1695781/6/asing-jual-saham-rp-500-miliar-ihsg-melemah-41-poin
BPS: Inflasi Agustus Lebih Tinggi, Tapi di Bawah 1%
http://finance.detik.com/read/2011/08/03/162432/1695798/4/bps-inflasi-agustus-lebih-tinggi-tapi-di-bawah-1
Bukit Sentul akan 'Rights Issue' di Rp117/Lembar
http://pasarmodal.inilah.com/read/detail/1761480/bukit-sentul-akan-rights-issue-di-rp117lembar
Harga obligasi mahal, asing banyak lakukan aksi profit taking
http://investasi.kontan.co.id/v2/read/1312362153/74529/Harga-obligasi-mahal-asing-banyak-lakukan-aksi-profit-taking
AS Terbelit Utang, Bukan Sinyal Dow akan "Longsor"
http://pasarmodal.inilah.com/read/detail/1761426/as-terbelit-utang-bukan-sinyal-dow-akan-longsor
Italia Tertular Krisis, Bursa Eropa Negatif
http://pasarmodal.inilah.com/read/detail/1761441/italia-tertular-krisis-bursa-eropa-negatif
Dikabarkan tengah dilanda short sell oleh asing, saham DOID melorot 1%
http://investasi.kontan.co.id/v2/read/1312359943/74525/Dikabarkan-tengah-dilanda-short-sell-oleh-asing-saham-DOID-melorot-1-
Dirumorkan tengah diincar Bank Malaysia, saham BVIC meroket nyaris 30%
http://investasi.kontan.co.id/v2/read/1312358986/74523/Dirumorkan-tengah-diincar-Bank-Malaysia-saham-BVIC-meroket-nyaris-30
Indonesia Stocks: Energi Mega Persada, International Nickel
http://www.bloomberg.com/news/2011-08-03/indonesia-stocks-energi-mega-persada-international-nickel.html
BUMI: 3,000-3,300. Bumi's first half net profit could rise by 78% to $240 million from $134.58 (not restated) due to higher sales (30 million tons), with net revenue likely up more than 30% to $2.49 billion. Bumi said that it plans to seek shareholders' approval on August 23 to buy back shares I assume that the buyback shares size will reach around 3% or around 623 million shares (1.24 million lots) from the market within the usual 18-month period. My 12-month target remains at IDR4,500 based on DCF. Best buy remains at any levels below IDR3,100 or above its pivot of IDR3,275.
JAKARTA. Rencana PT Sentul City Tbk (BKSL) menerbitkan saham baru tanpa
hak memesan efek terlebih dahulu (Non-HMETD) akhirnya tinggal selangkah lagi. Perusahaan properti tersebut baru saja mendapatkan persetujuan dari pemegang saham guna melakukan hajatan tersebut. "Penerbitan right issue sudah disetujui dalam rapat umum pemegang saham tadi," kata Sekretaris Perusahaan BKSL Pesta Uli di Jakarta (3/8). Dengan mengantongi persetujuan tersebut BKSL segera merealisasikan penerbitan 2,854 miliar saham baru seri C tanpa hak memesan efek terlebih dahulu (Non-HMETD). Harga penawaran pun telah dipatok Rp 117 per saham.
Astra Graphia (ASGR.IJ, BUY) – New foray to spur growth
Astra Graphia booked 1H11 net profit of Rp53b and revenue of Rp648b, representing growth of 21% y/y and 13% y/y, respectively. Through its subsidiary, AGIT, the company recently signed an agreement with Monitise Asia Pacific Ltd to set up a joint venture to support mobile commerce solutions (eg, mobile money banking and payment) in Indonesia. The JV, named AGIT Monitise Indonesia, will have an initial capital outlay of US$2m and AGIT will hold a 51% stake. We maintain our revenue growth target of 15% CAGR over the next two years vis-à-vis management’s expectation of 25% CAGR. We also roll forward our base valuation to 2012 and our TP thus increases from Rp1,540 to Rp1,700 (based on 12.3x FY12F PER). Reiterate BUY.
Danamon Dapat Pinjaman US$ 20 Juta dari Citi dan OPIC
http://finance.detik.com/read/2011/08/03/143545/1695680/5/danamon-dapat-pinjaman-us--20-juta-dari-citi-dan-opic
Rugi Smartfren Bengkak Jadi Rp 648 Miliar
http://finance.detik.com/read/2011/08/03/134240/1695596/6/rugi-smartfren-bengkak-jadi-rp-648-miliar
Inilah Alasan Penurunan NAB Reksa Dana
http://pasarmodal.inilah.com/read/detail/1761405/inilah-alasan-penurunan-nab-reksa-dana
Duh.. Bursa Eropa Diprediksi Turun Ikuti Bursa AS
http://pasarmodal.inilah.com/read/detail/1761403/duh-bursa-eropa-diprediksi-turun-ikuti-bursa-as
Aksi Jual, IHSG Sesi I Ditutup Anjlok 1,31%. net foreign sell Rp203,49 miliar.
http://pasarmodal.inilah.com/read/detail/1761349/aksi-jual-ihsg-sesi-i-ditutup-anjlok-131
Sesi I
IHSG Terpangkas 55 Poin atas Profit Taking Saham Unggulan
http://finance.detik.com/read/2011/08/03/120806/1695445/6/ihsg-terpangkas-55-poin-atas-profit-taking-saham-unggulan
Ini dia tiga bluechips yang paling besar menggerus kinerja indeks sesi I
http://investasi.kontan.co.id/v2/read/1312348858/74498/Ini-dia-tiga-bluechips-yang-paling-besar-menggerus-kinerja-indeks-sesi-I
Semester I, Laba 8 Emiten Perbankan Melambung
http://economy.okezone.com/read/2011/08/03/278/487517/semester-i-laba-8-emiten-perbankan-melambung
Menu Siang: Saham Lapis Dua
http://pasarmodal.inilah.com/read/detail/1761340/menu-siang-saham-lapis-dua
Wow! Laba Bersih Inovisi Naik 200%
http://pasarmodal.inilah.com/read/detail/1761324/wow-laba-bersih-inovisi-naik-200
BII Incar DPK Dolar hingga US$100 Juta
http://pasarmodal.inilah.com/read/detail/1761384/bii-incar-dpk-dolar-hingga-us100-juta
ADRO Masih Berpeluang Menarik
http://pasarmodal.inilah.com/read/detail/1761352/adro-masih-berpeluang-menarik
Investor Asing Makin Doyan Beli ORI
http://finance.detik.com/read/2011/08/03/113733/1695399/5/investor-asing-makin-doyan-beli-ori
Harga timah alami penurunan terbesar dalam 2 bulan, saham TINS terjungkal
http://investasi.kontan.co.id/v2/read/1312344100/74488/Harga-timah-alami-penurunan-terbesar-dalam-2-bulan-saham-TINS-terjungkal
Agenda 03 Agustus Cum dev TSPC 40, cum dev esti 1, rups BKSL, cum dev FISH 10
*DJ Bank Central Asia Target Raised To IDR9750 Vs IDR8900- Deutsche Bk
*DJ Bank Tabungan Pensiunan Started At Hold; Target IDR4200 By DB
Kim Eng upgrade ASGR ke 1700
Bloomberg: Garuda Indonesia’s Low-Cost Unit May Begin Overseas Flights
Astra Akan Fokus ke Toll Road dan Power Plant
http://pasarmodal.inilah.com/read/detail/1761298/astra-akan-fokus-ke-toll-road-dan-power-plant
Moody's Tegaskan Rating Utang AS Tetatp di 'AAA'
http://ekonomi.inilah.com/read/detail/1761278/moodys-tegaskan-rating-utang-as-tetatp-di-aaa
Dikabarkan tengah mencari pendanaan, saham ANTM dilanda aksi jual
http://investasi.kontan.co.id/v2/read/1312343822/74487/Dikabarkan-tengah-mencari-pendanaan-saham-ANTM-dilanda-aksi-jual
Bloomberg: Indonesia Plans to Start Selling Retail Bonds Oct. 7 to Oct. 21
Bloomberg: Palm Oil Gains as Much as 0.6% to 3,133 Ringgit a Metric Ton
Rupiah Falls for Second Day on Slowing Global Growth Concern
http://www.bloomberg.com/news/2011-08-03/rupiah-falls-for-second-day-on-slowing-global-growth-concern.html
Laba Bersih PTPP Naik 78,40%
http://pasarmodal.inilah.com/read/detail/1761286/laba-bersih-ptpp-naik-7840
IHSG Sempat Jatuh 80 Poin Akibat Pelemahan Bursa Global
http://finance.detik.com/read/2011/08/03/093652/1695294/6/ihsg-jatuh-44-poin-akibat-pelemahan-bursa-global
Harga minyak melorot, saham MEDC ikut terpojok
http://investasi.kontan.co.id/v2/read/1312340247/74478/Harga-minyak-melorot-saham-MEDC-ikut-terpojok
Saham JSMR sempat tergerus 1,25% di transaksi pagi
http://investasi.kontan.co.id/v2/read/1312340511/74479/Saham-JSMR-sempat-tergerus-125-di-transaksi-pagi
MASA REMINDER::: Three potential shortlisted bidders namely Texas Pacific Group (TPG), Hankook Tire Group, and Yokohama Tire Corporation are schedule to propose their final bid for 40% stake in tire maker PT Multistrada Arah Sarana Tbk (MASA).
PT Radiant Utama Interinsco Tbk (RUIS) reported a 81% increase in net profit to Rp11.9 billion in 1H 2011 from Rp6.6 billion in 1H 2010
http://pasarmodal.inilah.com/read/detail/1761472/asing-jual-ihsg-ditutup-turun-hingga-09
Tiga bluechips yang bikin indeks loyo: BMRI, PGAS, dan GGRM
http://investasi.kontan.co.id/v2/read/1312363222/74533/Tiga-bluechips-yang-bikin-indeks-loyo-BMRI-PGAS-dan-GGRM-
Asing Jual Saham Rp 500 Miliar, IHSG Melemah 41 Poin
http://finance.detik.com/read/2011/08/03/160753/1695781/6/asing-jual-saham-rp-500-miliar-ihsg-melemah-41-poin
BPS: Inflasi Agustus Lebih Tinggi, Tapi di Bawah 1%
http://finance.detik.com/read/2011/08/03/162432/1695798/4/bps-inflasi-agustus-lebih-tinggi-tapi-di-bawah-1
Bukit Sentul akan 'Rights Issue' di Rp117/Lembar
http://pasarmodal.inilah.com/read/detail/1761480/bukit-sentul-akan-rights-issue-di-rp117lembar
Harga obligasi mahal, asing banyak lakukan aksi profit taking
http://investasi.kontan.co.id/v2/read/1312362153/74529/Harga-obligasi-mahal-asing-banyak-lakukan-aksi-profit-taking
AS Terbelit Utang, Bukan Sinyal Dow akan "Longsor"
http://pasarmodal.inilah.com/read/detail/1761426/as-terbelit-utang-bukan-sinyal-dow-akan-longsor
Italia Tertular Krisis, Bursa Eropa Negatif
http://pasarmodal.inilah.com/read/detail/1761441/italia-tertular-krisis-bursa-eropa-negatif
Dikabarkan tengah dilanda short sell oleh asing, saham DOID melorot 1%
http://investasi.kontan.co.id/v2/read/1312359943/74525/Dikabarkan-tengah-dilanda-short-sell-oleh-asing-saham-DOID-melorot-1-
Dirumorkan tengah diincar Bank Malaysia, saham BVIC meroket nyaris 30%
http://investasi.kontan.co.id/v2/read/1312358986/74523/Dirumorkan-tengah-diincar-Bank-Malaysia-saham-BVIC-meroket-nyaris-30
Indonesia Stocks: Energi Mega Persada, International Nickel
http://www.bloomberg.com/news/2011-08-03/indonesia-stocks-energi-mega-persada-international-nickel.html
BUMI: 3,000-3,300. Bumi's first half net profit could rise by 78% to $240 million from $134.58 (not restated) due to higher sales (30 million tons), with net revenue likely up more than 30% to $2.49 billion. Bumi said that it plans to seek shareholders' approval on August 23 to buy back shares I assume that the buyback shares size will reach around 3% or around 623 million shares (1.24 million lots) from the market within the usual 18-month period. My 12-month target remains at IDR4,500 based on DCF. Best buy remains at any levels below IDR3,100 or above its pivot of IDR3,275.
JAKARTA. Rencana PT Sentul City Tbk (BKSL) menerbitkan saham baru tanpa
hak memesan efek terlebih dahulu (Non-HMETD) akhirnya tinggal selangkah lagi. Perusahaan properti tersebut baru saja mendapatkan persetujuan dari pemegang saham guna melakukan hajatan tersebut. "Penerbitan right issue sudah disetujui dalam rapat umum pemegang saham tadi," kata Sekretaris Perusahaan BKSL Pesta Uli di Jakarta (3/8). Dengan mengantongi persetujuan tersebut BKSL segera merealisasikan penerbitan 2,854 miliar saham baru seri C tanpa hak memesan efek terlebih dahulu (Non-HMETD). Harga penawaran pun telah dipatok Rp 117 per saham.
Astra Graphia (ASGR.IJ, BUY) – New foray to spur growth
Astra Graphia booked 1H11 net profit of Rp53b and revenue of Rp648b, representing growth of 21% y/y and 13% y/y, respectively. Through its subsidiary, AGIT, the company recently signed an agreement with Monitise Asia Pacific Ltd to set up a joint venture to support mobile commerce solutions (eg, mobile money banking and payment) in Indonesia. The JV, named AGIT Monitise Indonesia, will have an initial capital outlay of US$2m and AGIT will hold a 51% stake. We maintain our revenue growth target of 15% CAGR over the next two years vis-à-vis management’s expectation of 25% CAGR. We also roll forward our base valuation to 2012 and our TP thus increases from Rp1,540 to Rp1,700 (based on 12.3x FY12F PER). Reiterate BUY.
Danamon Dapat Pinjaman US$ 20 Juta dari Citi dan OPIC
http://finance.detik.com/read/2011/08/03/143545/1695680/5/danamon-dapat-pinjaman-us--20-juta-dari-citi-dan-opic
Rugi Smartfren Bengkak Jadi Rp 648 Miliar
http://finance.detik.com/read/2011/08/03/134240/1695596/6/rugi-smartfren-bengkak-jadi-rp-648-miliar
Inilah Alasan Penurunan NAB Reksa Dana
http://pasarmodal.inilah.com/read/detail/1761405/inilah-alasan-penurunan-nab-reksa-dana
Duh.. Bursa Eropa Diprediksi Turun Ikuti Bursa AS
http://pasarmodal.inilah.com/read/detail/1761403/duh-bursa-eropa-diprediksi-turun-ikuti-bursa-as
Aksi Jual, IHSG Sesi I Ditutup Anjlok 1,31%. net foreign sell Rp203,49 miliar.
http://pasarmodal.inilah.com/read/detail/1761349/aksi-jual-ihsg-sesi-i-ditutup-anjlok-131
Sesi I
IHSG Terpangkas 55 Poin atas Profit Taking Saham Unggulan
http://finance.detik.com/read/2011/08/03/120806/1695445/6/ihsg-terpangkas-55-poin-atas-profit-taking-saham-unggulan
Ini dia tiga bluechips yang paling besar menggerus kinerja indeks sesi I
http://investasi.kontan.co.id/v2/read/1312348858/74498/Ini-dia-tiga-bluechips-yang-paling-besar-menggerus-kinerja-indeks-sesi-I
Semester I, Laba 8 Emiten Perbankan Melambung
http://economy.okezone.com/read/2011/08/03/278/487517/semester-i-laba-8-emiten-perbankan-melambung
Menu Siang: Saham Lapis Dua
http://pasarmodal.inilah.com/read/detail/1761340/menu-siang-saham-lapis-dua
Wow! Laba Bersih Inovisi Naik 200%
http://pasarmodal.inilah.com/read/detail/1761324/wow-laba-bersih-inovisi-naik-200
BII Incar DPK Dolar hingga US$100 Juta
http://pasarmodal.inilah.com/read/detail/1761384/bii-incar-dpk-dolar-hingga-us100-juta
ADRO Masih Berpeluang Menarik
http://pasarmodal.inilah.com/read/detail/1761352/adro-masih-berpeluang-menarik
Investor Asing Makin Doyan Beli ORI
http://finance.detik.com/read/2011/08/03/113733/1695399/5/investor-asing-makin-doyan-beli-ori
Harga timah alami penurunan terbesar dalam 2 bulan, saham TINS terjungkal
http://investasi.kontan.co.id/v2/read/1312344100/74488/Harga-timah-alami-penurunan-terbesar-dalam-2-bulan-saham-TINS-terjungkal
Agenda 03 Agustus Cum dev TSPC 40, cum dev esti 1, rups BKSL, cum dev FISH 10
*DJ Bank Central Asia Target Raised To IDR9750 Vs IDR8900- Deutsche Bk
*DJ Bank Tabungan Pensiunan Started At Hold; Target IDR4200 By DB
Kim Eng upgrade ASGR ke 1700
Bloomberg: Garuda Indonesia’s Low-Cost Unit May Begin Overseas Flights
Astra Akan Fokus ke Toll Road dan Power Plant
http://pasarmodal.inilah.com/read/detail/1761298/astra-akan-fokus-ke-toll-road-dan-power-plant
Moody's Tegaskan Rating Utang AS Tetatp di 'AAA'
http://ekonomi.inilah.com/read/detail/1761278/moodys-tegaskan-rating-utang-as-tetatp-di-aaa
Dikabarkan tengah mencari pendanaan, saham ANTM dilanda aksi jual
http://investasi.kontan.co.id/v2/read/1312343822/74487/Dikabarkan-tengah-mencari-pendanaan-saham-ANTM-dilanda-aksi-jual
Bloomberg: Indonesia Plans to Start Selling Retail Bonds Oct. 7 to Oct. 21
Bloomberg: Palm Oil Gains as Much as 0.6% to 3,133 Ringgit a Metric Ton
Rupiah Falls for Second Day on Slowing Global Growth Concern
http://www.bloomberg.com/news/2011-08-03/rupiah-falls-for-second-day-on-slowing-global-growth-concern.html
Laba Bersih PTPP Naik 78,40%
http://pasarmodal.inilah.com/read/detail/1761286/laba-bersih-ptpp-naik-7840
IHSG Sempat Jatuh 80 Poin Akibat Pelemahan Bursa Global
http://finance.detik.com/read/2011/08/03/093652/1695294/6/ihsg-jatuh-44-poin-akibat-pelemahan-bursa-global
Harga minyak melorot, saham MEDC ikut terpojok
http://investasi.kontan.co.id/v2/read/1312340247/74478/Harga-minyak-melorot-saham-MEDC-ikut-terpojok
Saham JSMR sempat tergerus 1,25% di transaksi pagi
http://investasi.kontan.co.id/v2/read/1312340511/74479/Saham-JSMR-sempat-tergerus-125-di-transaksi-pagi
MASA REMINDER::: Three potential shortlisted bidders namely Texas Pacific Group (TPG), Hankook Tire Group, and Yokohama Tire Corporation are schedule to propose their final bid for 40% stake in tire maker PT Multistrada Arah Sarana Tbk (MASA).
PT Radiant Utama Interinsco Tbk (RUIS) reported a 81% increase in net profit to Rp11.9 billion in 1H 2011 from Rp6.6 billion in 1H 2010
Aneka, Medco Energi, Multistrada Arah: Indonesia Equity Preview
http://www.bloomberg.com/news/2011-08-03/aneka-medco-energi-multistrada-arah-indonesia-equity-preview.html
http://www.bloomberg.com/news/2011-08-03/aneka-medco-energi-multistrada-arah-indonesia-equity-preview.html
Indonesian Market May Face Additional Selling Pressure
http://news.ino.com/headlines/?newsid=80220112316
Bloomberg: Indonesia Second-Quarter GDP Growth May Exceed 6.5%, BI Says. BANK INDONESIA FOREX RESERVES AS OF JULY 31 AT $122.7B.
Bloomberg: MSCI Asia Falls Most Since March 15 to 1-Month Low
Bloomberg: Geely Plans to Make Indonesia Production Base, Bisnis Reports
Bloomberg: Aneka Considers Bond Sale, Project Financing, Bisnis Reports
Bloomberg: Texas Pacific May Seek 40% Stake in Multistrada, Bisnis Reports
Inilah Rekomendasi Saham Pilihan Rabu (3/8)
http://pasarmodal.inilah.com/read/detail/1761200/inilah-rekomendasi-saham-pilihan-rabu-38
Bursa-bursa Utama Merosot, IHSG Siap Terpangkas
http://finance.detik.com/read/2011/08/03/071844/1695214/6/bursa-bursa-utama-merosot-ihsg-siap-terpangkas
Ikuti Pergerakan Wall Street, IHSG Bakal Terperosok
http://economy.okezone.com/read/2011/08/03/278/487430/ikuti-pergerakan-wall-street-ihsg-bakal-terperosok
Rekomendasi: Saham apa yang menarik hari ini?
http://www.bisnis.com/market/saham/33852-rekomendasi-saham-apa-yang-menarik-hari-ini
INILAH.COM, Jakarta - Penurunan harga saham PT Delta Dunia Makmur Tbk (DOID) baru-baru ini ditengarai disebabkan aksi short selling yang dilakukan sejumlah fund manager asing. Kabarnya, para fund manager ini akan kembali membeli (buyback) saham DOID ini mengingat harganya yang sudah relatif murah. Dari riset analis asing, harga DOID diperkirakan bisa terangkat ke harga Rp1.375.Pada perdagangan kemarin, harga saham DOID ditutup naik Rp20 ke harga Rp960.
INILAH.COM, Jakarta - Saham PT Bank Victoria International Tbk (BVIC) berpeluang menembus level Rp250-300 dalam waktu dekat. Kabarnya, sebuah bank asing asal Malaysia berencana untuk mengakuisisi perseroan. Bahkan perusahaan pembiayaan grup Astra disebut-sebut juga berniat melakukan aksi serupa. Secara fundamental, kredit BVIC akan meningkat setelah rights issue dan emisi obligasi. Pada perdagangan kemarin, saham BVIC ditutup naik Rp1 ke level Rp137.
Jasa Marga Raih Pendapatan Rp2,12 T
http://economy.okezone.com/read/2011/08/03/278/487422/jasa-marga-raih-pendapatan-rp2-12-t
Down Trend Saham BUMI Terpatahkan
http://pasarmodal.inilah.com/read/detail/1761201/down-trend-saham-bumi-terpatahkan
Peningkatan Profit Margin APLN Dorong Laba Bersih
http://pasarmodal.inilah.com/read/detail/1761202/peningkatan-profit-margin-apln-dorong-laba-bersih
TRAM menunda pembelian kapal
http://investasi.kontan.co.id/v2/read/1312335303/74470/TRAM-menunda-pembelian-kapal
Reksadana saham bercuan lampaui IHSG
http://investasi.kontan.co.id/v2/read/1312335793/74472/Reksadana-saham-bercuan-lampaui-IHSG
Meracik investasi di saat pasar tak pasti
http://investasi.kontan.co.id/v2/read/1312341707/74449/Kemendag-yakin-raih-ekspor-US200-miliar-di-akhir-tahun
Hasil lelang sukuk negara oversubscribed 9,5 kali
http://investasi.kontan.co.id/v2/read/1312280544/74431/Hasil-lelang-sukuk-negara-oversubscribed-95-kali
Cadangan Devisa Indonesia Tambah US$ 2,7 Miliar dalam 2 Pekan
http://finance.detik.com/read/2011/08/03/064538/1695208/5/cadangan-devisa-indonesia-tambah-us--27-miliar-dalam-2-pekan
Data Ekonomi Negatif, Wall Street Amburadul
http://finance.detik.com/read/2011/08/03/061039/1695205/6/data-ekonomi-negatif-wall-street-amburadul
Trades of the Day...
Fundamentally:
CIMB mempertahankan rating sektor coal pada OVERWEIGHT dengan top picks kami pada HRUM dengan TP Rp12k, PTBA dengan TP Rp26.4k, INDY dengan TP Rp4725. Dari roadshow kami, mayoritas investor tidak begitu khawatir akan earning karena harga coal akan terjaga oleh recovery import oleh China. Harga thermal coal bertahan lama di sekitar $120/ton dengan naiknya import oleh Jepang dan faktor musiman. Meskipun sektor coal YTD return 6% masih dibawah JCI 13%, investor masih tertarik ke sektor ini. Harga coal selama 7M11 memiliki korelasi rendah dengan USD sehingga lebih dipengaruhi oleh fundamental daripada likuiditas
Stocks sold off sharply to end at session lows Tuesday with the Dow down for an eighth day amid economic worries and even after President Obama signed a bill to avoid a debt default.
Dow. 11866.62. -265.87.-2.19%
Nasdaq. 2669.74. -75.37. -2.75%
S&P 500. 1254.05. -32.89. -2.56%
FTSE. 5718.39. -56.04. -0.97%
Dax. 6790.75. -157.23.-2.26%
CAC40. 3522.79. -65.26. -1.82%. Oil. 93.26. -1.65. -1.72%
Gold. 1660.900+39.200+2.42%
Rupiah. 8480
Euro. 1.4197
TLKM. 35.70.+0.47+1.33%. Rp7568 ISAT. 34.43 +1.55+4.71%. Rp6009
BumiPLC 1095.000 -5.000. -0.455%
EIDO. 34.190. -0.450. -1.299%
Timah. 27275. -825. -2.9%. Nickel. 24600. +75. +0.31%
CPOOct3118RM-8RM-0.26%$1050
Corn. 715.750+30.100+4.37%
SoybeanOil.57.880. +0.970. +1.70%
Wheat. 758.750.+38.000.+5.27%
Coal29 Jul 120.40 vs.120.95(22 Jul)
Telecommunications [ PDF ]
Losing its voice - by Kelvin Goh CFA
We believe traditional, high-margin mobile voice and SMS revenues could weaken for regional telcos. They face tariff pressures or could see the lucrative business segment being substituted with lower-margin data messaging. We think Indonesian telcos are the most vulnerable to the shift towards data given the higher price sensitivity there. To counter the structural decline in revenues, telcos need to find new ways of cutting opex. Axiata's units are the most aggressive on this front. We also think XL Axiata and Indosat have the potential to work together in Indonesia. Fixed broadband is the bright spot in a region with low penetration rates and growth should remain strong in all the key markets except Singapore.
Our best play in this field Telekom Malaysia, together with DTAC and Axiata are our top picks. We maintain our NEUTRAL stance. (selengkapnya lwt email)
Fitch pertahankan rating surat utang Amerika pada level AAA
NEW YORK. Fitch Rating masih mempertahankan peringkat utang Amerika Serikat pada level AAA. Kendati demikian, lembaga pemeringkat ini masih terus mengkaji peringkat surat utang Negeri Uwak Sam tersebut.
Dalam siaran persnya, Fitch mengatakan, adanya kesepakatan untuk menaikkan batas utang Amerika Serikat membuat risiko gagal bayar semakin jauh. Kendati demikian, Fitch mengatakan, tanpa perubahan fiskal yang signifikan rasio utang Amerika Serikat terhadap produk domestik bruto akan mencapai 100% pada akhir 2012 mendatang dan akan terus meningkat. Bila ini terjadi, Fitch menyatakan, hal tersebut tidak sesuai dengan peringkat utang AAA.
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