By Kerri Shannon, Associate Editor, Money Morning
Panicked investors retreated from silver, oil and copper this week, leading many to believe the commodities bubble had finally popped - but experts say this bull market will pick up again.
The Standard & Poor's GSCI Index that follows 24 raw materials fell as much as 11.4% in five days, the longest losing streak since August.Some analysts believe concerns about a weakened economic recovery have spurred investors to take their commodity profits. However, others say this price slip is fear-driven and short term, and that key reasons to believe in a commodities bull run still exist.
Read More: http://moneymorning.com/2011/05/06/commodities-bubble-hasnt-burst-just-taking-breather/
Copper Price Forecast: Why the Red Metal is on a Long-Term Bull Run
By Kerri Shannon, Associate Editor, Money Morning
With metals and commodities on a long-term bull-market run, investors have recently turned their attention to copper. The red metal's price recently has fallen due to mixed economic data. Copper's use as an industrial metal - it's widely used in buildings, electronics, appliances and automobiles - makes it sensitive to economic growth prospects. But despite the recent dip, many analysts and industry experts have a bullish copper price forecast.
Read More: http://moneymorning.com/2011/05/06/copper-price-forecast-why-red-metal-is-on-long-term-bull-run/
Monday, May 9, 2011
Saturday, May 7, 2011
Kalender Ekonomi & Event Global (09 - 13 Mei 2011): Down Pressure Is Limited For A Bull Attack (BI Rate/Dividend/Commo Rebound)
Kalender Ekonomi & Event Global
WIB: +11 Jam
http://www.forexfactory.com/calendar.php
Retail Sales Probably Climbed in April: U.S. Economy Preview
http://www.bloomberg.com/news/2011-05-08/retail-sales-probably-rose-showing-u-s-consumers-bearing-higher-prices.html
10 Things Cramer's Watching Next Week
http://www.cnbc.com/id/42936700
UPDATE 1-JP Morgan raises 2011 oil price forecasts
J.P. Morgan raised oil price forecasts for the rest of 2011 and 2012, a day after prices plunged an unprecedented $12 a barrel, as the bank expects tight supplies to offset economic headwinds.The bank raised its Brent forecast for the third quarter to $130 a barrel from $108, for the fourth quarter to $120 a barrel from $108 and overall 2011 forecast to $120 a barrel from $110.
J.P. Morgan expects WTI to average $109.5 per barrel in 2011, up from its previous forecast of $99. It projects Brent averaging $120 a barrel and WTI averaging $114 a barrel in 2012.The bank said its current supply and demand projections show a supply shortfall of 600,000 barrels per day (kbd) in the third quarter, even assuming that OPEC increases output by 1.2 million barrels per day (mbd) in the coming months.
Although the deficit could narrow to just 300 kbd by the fourth quarter, that narrowing would depend heavily on additional output increases by Saudi Arabia to 9.5 mbd, Angola to 1.7 mbd, and Iraq to 3.0 mbd by the end of the year, the bank said
Source : http://www.marketcall.net/
Earnings Roundup: May 9
http://www.cnbc.com/id/42933830
Flash Crash Anniversary: Are We Safer?
http://www.cnbc.com/id/42920347
Hedge Funds Move Up in April, but Lag Stock Market
http://www.cnbc.com/id/42936368
Market Outlook: Weighing Silver Slide, Bin Laden News
http://video.cnbc.com/gallery/?video=3000020566
Investors pull money from commodity-sector funds
http://www.marketwatch.com/story/investors-pull-money-from-commodity-sector-funds-2011-05-06
The week’s top 10 videos on MarketWatch
http://www.marketwatch.com/story/the-weeks-top-10-videos-on-marketwatch-2011-05-07?link=MW_home_latest_news
With bin Laden death, Middle East stocks may rise
http://www.marketwatch.com/story/with-bin-laden-death-middle-east-stocks-may-rise-2011-05-06
U.S. stocks rise on jobs growth, down 1% for week
http://www.marketwatch.com/story/us-stocks-rebound-on-april-payrolls-data-2011-05-06
Indonesia’s Rupiah Completes Weekly Decline After Stocks Slide
http://www.bloomberg.com/news/2011-05-06/indonesia-s-rupiah-headed-for-weekly-decline-as-stocks-slide.html
Bank Indonesia Says Pressure to Adjust Rates Isn’t ‘Too High’
http://www.bloomberg.com/news/2011-05-06/bank-indonesia-says-pressure-to-adjust-rates-isn-t-too-high-.html
Astra International to Pay 45% of 2010 Profit as Dividend
http://www.bloomberg.com/news/2011-05-06/astra-international-to-pay-45-of-2010-profit-as-dividend-1-.html
Asia Currencies Have Worst Week in Four Months on Global Slowdown Concern
http://www.bloomberg.com/news/2011-05-07/asia-currencies-have-worst-week-in-four-months-on-global-slowdown-concern.html
Dollar May Fall Back to Record Versus Yen on Ichimoku: Technical Analysis
http://www.bloomberg.com/news/2011-05-06/dollar-may-fall-back-to-record-versus-yen-on-ichimoku-technical-analysis.html
U.S. Commodities Day Ahead: Raw Materials Plunge for a Fifth Day
http://www.bloomberg.com/news/2011-05-06/u-s-commodities-day-ahead-raw-materials-plunge-for-a-fifth-day.html
Oil Advances After Biggest Decline in Two Years; Down 12 Percent This Week
http://www.bloomberg.com/news/2011-05-06/oil-rises-0-6-percent-erasing-earlier-declines-down-12-percent-this-week.html
Gold, Copper Rebound as Silver Futures Set for Worst Week in Three Decades
http://www.bloomberg.com/news/2011-05-06/gold-copper-rebound-as-silver-futures-set-for-worst-week-in-three-decades.html
Gold May Drop as Investors Sell on Rise to Record, Survey Shows
http://www.bloomberg.com/news/2011-05-05/gold-may-drop-as-investors-sell-on-rise-to-record-survey-shows.html
Crude Oil Weekly Technical Outlook
http://oilngold.com/ong-focus/technical/crude-oil-weekly-technical-outlook-2011050617516/
Gold Weekly Technical Outlook
http://oilngold.com/ong-focus/technical/gold-weekly-technical-outlook-2011050617518/
Silver Weekly Technical Outlook
http://oilngold.com/ong-focus/technical/silver-weekly-technical-outlook-2011050617517/
WIB: +11 Jam
http://www.forexfactory.com/calendar.php
Retail Sales Probably Climbed in April: U.S. Economy Preview
http://www.bloomberg.com/news/2011-05-08/retail-sales-probably-rose-showing-u-s-consumers-bearing-higher-prices.html
Week Ahead: Economy Could Stall Stock Market's Advance
http://www.cnbc.com/id/4293562710 Things Cramer's Watching Next Week
http://www.cnbc.com/id/42936700
Oil Prices Will Top Highs After Correction: Goldman
http://www.cnbc.com/id/42928363UPDATE 1-JP Morgan raises 2011 oil price forecasts
J.P. Morgan raised oil price forecasts for the rest of 2011 and 2012, a day after prices plunged an unprecedented $12 a barrel, as the bank expects tight supplies to offset economic headwinds.The bank raised its Brent forecast for the third quarter to $130 a barrel from $108, for the fourth quarter to $120 a barrel from $108 and overall 2011 forecast to $120 a barrel from $110.
J.P. Morgan expects WTI to average $109.5 per barrel in 2011, up from its previous forecast of $99. It projects Brent averaging $120 a barrel and WTI averaging $114 a barrel in 2012.The bank said its current supply and demand projections show a supply shortfall of 600,000 barrels per day (kbd) in the third quarter, even assuming that OPEC increases output by 1.2 million barrels per day (mbd) in the coming months.
Although the deficit could narrow to just 300 kbd by the fourth quarter, that narrowing would depend heavily on additional output increases by Saudi Arabia to 9.5 mbd, Angola to 1.7 mbd, and Iraq to 3.0 mbd by the end of the year, the bank said
Source : http://www.marketcall.net/
Earnings Roundup: May 9
http://www.cnbc.com/id/42933830
Flash Crash Anniversary: Are We Safer?
http://www.cnbc.com/id/42920347
Man Vs. Machine: ECNs, ATS, HFTs—Who the Players Are
http://www.cnbc.com/id/38973110Hedge Funds Move Up in April, but Lag Stock Market
http://www.cnbc.com/id/42936368
Market Outlook: Weighing Silver Slide, Bin Laden News
http://video.cnbc.com/gallery/?video=3000020566
Investors pull money from commodity-sector funds
http://www.marketwatch.com/story/investors-pull-money-from-commodity-sector-funds-2011-05-06
Poll shows more rebound in summer vacation plans
http://www.marketwatch.com/story/poll-shows-more-rebound-in-summer-vacation-plans-2011-05-06Dow on its way to 16,000
http://www.marketwatch.com/story/dow-on-its-way-to-16000-2011-05-06Chinese inflation data on tap for Asia
http://www.marketwatch.com/story/chinese-inflation-data-on-tap-for-asia-2011-05-07?link=MW_home_latest_newsThe week’s top 10 videos on MarketWatch
http://www.marketwatch.com/story/the-weeks-top-10-videos-on-marketwatch-2011-05-07?link=MW_home_latest_news
With bin Laden death, Middle East stocks may rise
http://www.marketwatch.com/story/with-bin-laden-death-middle-east-stocks-may-rise-2011-05-06
U.S. stocks rise on jobs growth, down 1% for week
http://www.marketwatch.com/story/us-stocks-rebound-on-april-payrolls-data-2011-05-06
Indonesia’s Rupiah Completes Weekly Decline After Stocks Slide
http://www.bloomberg.com/news/2011-05-06/indonesia-s-rupiah-headed-for-weekly-decline-as-stocks-slide.html
Bank Indonesia Says Pressure to Adjust Rates Isn’t ‘Too High’
http://www.bloomberg.com/news/2011-05-06/bank-indonesia-says-pressure-to-adjust-rates-isn-t-too-high-.html
Astra International to Pay 45% of 2010 Profit as Dividend
http://www.bloomberg.com/news/2011-05-06/astra-international-to-pay-45-of-2010-profit-as-dividend-1-.html
Asia Currencies Have Worst Week in Four Months on Global Slowdown Concern
http://www.bloomberg.com/news/2011-05-07/asia-currencies-have-worst-week-in-four-months-on-global-slowdown-concern.html
Dollar May Fall Back to Record Versus Yen on Ichimoku: Technical Analysis
http://www.bloomberg.com/news/2011-05-06/dollar-may-fall-back-to-record-versus-yen-on-ichimoku-technical-analysis.html
U.S. Commodities Day Ahead: Raw Materials Plunge for a Fifth Day
http://www.bloomberg.com/news/2011-05-06/u-s-commodities-day-ahead-raw-materials-plunge-for-a-fifth-day.html
Oil Advances After Biggest Decline in Two Years; Down 12 Percent This Week
http://www.bloomberg.com/news/2011-05-06/oil-rises-0-6-percent-erasing-earlier-declines-down-12-percent-this-week.html
Gold, Copper Rebound as Silver Futures Set for Worst Week in Three Decades
http://www.bloomberg.com/news/2011-05-06/gold-copper-rebound-as-silver-futures-set-for-worst-week-in-three-decades.html
Gold May Drop as Investors Sell on Rise to Record, Survey Shows
http://www.bloomberg.com/news/2011-05-05/gold-may-drop-as-investors-sell-on-rise-to-record-survey-shows.html
Crude Oil Weekly Technical Outlook
http://oilngold.com/ong-focus/technical/crude-oil-weekly-technical-outlook-2011050617516/
Gold Weekly Technical Outlook
http://oilngold.com/ong-focus/technical/gold-weekly-technical-outlook-2011050617518/
Silver Weekly Technical Outlook
http://oilngold.com/ong-focus/technical/silver-weekly-technical-outlook-2011050617517/
EWI: How to Find and "Hook" Potential Trade Setups
How to Find and "Hook" Potential Trade Setups
A Free Lesson on How to Combine Technical Indicators with Elliott Wave Analysis
http://www.elliottwave.com/freeupdates/archives/2011/05/05/How-to-Find-and--Hook--Potential-Trade-Setups.aspx
400 Analysts and Economists Are Bullish. But Before You Join Them, See This Chart
http://www.elliottwave.com/freeupdates/archives/2011/05/04/400-Analysts-and-Economists-Are-Bullish.-But-Before-You-Join-Them,-See-This-Chart.aspxStocks
Commodity Markets Move Fast: Get Help with the Biggest Near-Term Swings
http://www.elliottwave.com/freeupdates/archives/2011/05/05/Commodity-Markets-Move-Fast-Get-Help-with-the-Biggest-Near-Term-Swings.aspx
Gold and Silver: Why Are Prices Falling?
http://www.elliottwave.com/freeupdates/archives/2011/05/05/Gold-and-Silver-Why-Are-Prices-Falling.aspx
Sovereign Debt Crisis: Will the Third Falling Domino Topple a Fourth?
http://www.elliottwave.com/freeupdates/archives/2011/05/05/Sovereign-Debt-Crisis-Will-the-Third-Falling-Domino-Topple-a-Fourth.aspx
Rally On the News of Bin Laden's Death, You Say? It's Not That Simple
http://www.elliottwave.com/freeupdates/archives/2011/05/02/Stocks-Rally-On-the-News-of-Bin-Laden-s-Death,-You-Say-It-s-Not-That-Simple.aspx
Has Inflation Taken Hold? Let's Take a Closer Look
Inflation vs. Deflation
http://www.elliottwave.com/freeupdates/archives/2011/05/03/Has-Inflation-Taken-Hold-Let-s-Take-a-Closer-Look.aspx
If They're Not Sinking, Why Are They Bailing?
http://www.elliottwave.com/press_room/media/archives/2011/05/04/If-They-re-Not-Sinking-Why-Are-They-Bailing.aspx
Get Your Fresh, Hot Soybean Analysis: Peeled & Ready to Read
http://www.elliottwave.com/freeupdates/archives/2011/05/03/Get-Your-Fresh-Hot-Soybean-Analysis-Peeled--Ready-to-Read.aspx
A Free Lesson on How to Combine Technical Indicators with Elliott Wave Analysis
http://www.elliottwave.com/freeupdates/archives/2011/05/05/How-to-Find-and--Hook--Potential-Trade-Setups.aspx
400 Analysts and Economists Are Bullish. But Before You Join Them, See This Chart
http://www.elliottwave.com/freeupdates/archives/2011/05/04/400-Analysts-and-Economists-Are-Bullish.-But-Before-You-Join-Them,-See-This-Chart.aspxStocks
Commodity Markets Move Fast: Get Help with the Biggest Near-Term Swings
http://www.elliottwave.com/freeupdates/archives/2011/05/05/Commodity-Markets-Move-Fast-Get-Help-with-the-Biggest-Near-Term-Swings.aspx
Gold and Silver: Why Are Prices Falling?
http://www.elliottwave.com/freeupdates/archives/2011/05/05/Gold-and-Silver-Why-Are-Prices-Falling.aspx
Sovereign Debt Crisis: Will the Third Falling Domino Topple a Fourth?
http://www.elliottwave.com/freeupdates/archives/2011/05/05/Sovereign-Debt-Crisis-Will-the-Third-Falling-Domino-Topple-a-Fourth.aspx
Rally On the News of Bin Laden's Death, You Say? It's Not That Simple
http://www.elliottwave.com/freeupdates/archives/2011/05/02/Stocks-Rally-On-the-News-of-Bin-Laden-s-Death,-You-Say-It-s-Not-That-Simple.aspx
Has Inflation Taken Hold? Let's Take a Closer Look
Inflation vs. Deflation
http://www.elliottwave.com/freeupdates/archives/2011/05/03/Has-Inflation-Taken-Hold-Let-s-Take-a-Closer-Look.aspx
If They're Not Sinking, Why Are They Bailing?
http://www.elliottwave.com/press_room/media/archives/2011/05/04/If-They-re-Not-Sinking-Why-Are-They-Bailing.aspx
Get Your Fresh, Hot Soybean Analysis: Peeled & Ready to Read
http://www.elliottwave.com/freeupdates/archives/2011/05/03/Get-Your-Fresh-Hot-Soybean-Analysis-Peeled--Ready-to-Read.aspx
Friday, May 6, 2011
Laporan & Rumor Saham Indonesia 06-05 (Refresh)
Harga Komoditas Anjlok, IHSG Parkir di 3.798
http://www.detikfinance.com/read/2011/05/06/160603/1634187/6/harga-komoditas-anjlok-ihsg-parkir-di-3798
IHSG ditutup melemah 17,72 poin jadi 3.798,55
http://www.bisnis.com/market/saham/22855-ihsg-ditutup-melemah-1772-poin-jadi-379855
Morgan Stanley, the most profitable international brokerage house of 2010 according to Bloomberg survey, has just reaffirmed their stock rating of Bumi Resources as (BUMI.JK) as Underweight and kept its target price of Rp2.800 in line with the earlier adjustment on January 18, 2011. Meanwhile, Morgan Stanely is cited to maintain coal industry rating worldwide as Attractive.
Investasi di Pasar Modal Lebih Menjanjikan Ketimbang Emas
http://www.detikfinance.com/read/2011/05/06/163224/1634209/6/investasi-di-pasar-modal-lebih-menjanjikan-ketimbang-emas
Fitch berikan peringkat AA(idn) pada obligasi BII
http://investasi.kontan.co.id/v2/read/1304654230/66744/Fitch-berikan-peringkat-AAidn-pada-obligasi-BII
Laba Bersih INCO Naik 47% di Triwulan 1-2011
http://pasarmodal.inilah.com/read/detail/1489002/laba-bersih-inco-naik-47-di-triwulan-1-2011
Leyand International Cetak Laba Bersih Rp7,19 M
http://pasarmodal.inilah.com/read/detail/1488702/leyand-international-cetak-laba-bersih-rp719-m
Gajah Tunggal Cetak Laba Bersih Rp331,7 Miliar
http://pasarmodal.inilah.com/read/detail/1487392/gajah-tunggal-cetak-laba-bersih-rp3317-miliar
UNTR Prediksi Penjualan 4.200 Unit Alat Berat
http://pasarmodal.inilah.com/read/detail/1487252/untr-prediksi-penjualan-4200-unit-alat-berat
ASII Prediksi Produksi Mobil Turun 15% hingga Juni
http://pasarmodal.inilah.com/read/detail/1487142/asii-prediksi-produksi-mobil-turun-15-hingga-juni
Indomobil Anggarkan Capex Rp120 Miliar di 2011
http://pasarmodal.inilah.com/read/detail/1488562/indomobil-anggarkan-capex-rp120-miliar-di-2011
FISH Dapat Tambahan Pinjaman Modal Kerja US$50 Jt
http://pasarmodal.inilah.com/read/detail/1489052/fish-dapat-tambahan-pinjaman-modal-kerja-us50-jt
Inilah 10 Top Foreign Sell Hari Ini
http://pasarmodal.inilah.com/read/detail/1488552/inilah-10-top-foreign-sell-hari-ini
Inilah 10 Top Foreign Buy Saham Hari Ini
http://pasarmodal.inilah.com/read/detail/1488542/inilah-10-top-foreign-buy-saham-hari-ini
Saham PYFA Teraktif Diperdagangkan Hari Ini
http://pasarmodal.inilah.com/read/detail/1488672/saham-pyfa-teraktif-diperdagangkan-hari-ini
Pelemahan Komoditas Masih Benamkan Rupiah
http://pasarmodal.inilah.com/read/detail/1488622/pelemahan-komoditas-masih-benamkan-rupiah
Bakrie punya andil besar di saham Newmont
http://investasi.kontan.co.id/v2/read/1304685396/66803/Bakrie-punya-andil-besar-di-saham-Newmont
Beli 7% Saham Newmont, Pemerintah Dapat Diskon
http://www.detikfinance.com/read/2011/05/06/163657/1634212/4/beli-7-saham-newmont-pemerintah-dapat-diskon
BI berikan tiga hukuman sekaligus bagi Citibank
http://investasi.kontan.co.id/v2/read/1304671034/66781/BI-berikan-tiga-hukuman-sekaligus-bagi-Citibank
Penawaran tender Berau tersendat
http://www.bisnis.com/market/saham/22870-penawaran-tender-berau-tersendat
Indonesia’s 2011 Coal Output Expected to Gain 14%: Reuters Link
BNI pasok Rp 500 miliar untuk empat anak usaha
http://investasi.kontan.co.id/v2/read/1304572635/66623/BNI-pasok-Rp-500-miliar-untuk-empat-anak-usaha
Naik 81%, Saham Ratu Prabu Masuk UMA
http://www.detikfinance.com/read/2011/05/06/144707/1634058/6/naik-81-saham-ratu-prabu-masuk-uma
Transaksi Investor Saham Pontianak Capai Rp 1 Triliun/Bulan
http://www.detikfinance.com/read/2011/05/06/124914/1633926/6/transaksi-investor-saham-pontianak-capai-rp-1-triliun-bulan
Produksi Mobil Astra Turun 15%
http://www.detikfinance.com/read/2011/05/06/123810/1633919/1036/produksi-mobil-astra-turun-15?f9911013
UNTR Prediksi Penjualan 4.200 Unit Alat Berat
http://pasarmodal.inilah.com/read/detail/1487252/untr-prediksi-penjualan-4200-unit-alat-berat
Berau Coal Signs Supply Contract With Huaneng, Reuters Says
IHSG Sesi I Ditutup Turun 15,3 Poin, ASing Masih Net Buy Rp 106 miliar
http://pasarmodal.inilah.com/read/detail/1487052/ihsg-sesi-i-ditutup-turun-153-poin
Saham Komoditas Rontok, IHSG Berkurang 15 Poin
http://www.detikfinance.com/read/2011/05/06/113637/1633884/6/saham-komoditas-rontok-ihsg-berkurang-15-poin
Sektor perdagangan dan agrikultur masih membuat wajah indeks muram di sesi I
http://investasi.kontan.co.id/v2/read/1304657199/66753/Sektor-perdagangan-dan-agrikultur-masih-membuat-wajah-indeks-muram-di-sesi-I
Rekomendasi Saham Kontan:
http://investasi.kontan.co.id/v2/rekomendasi
Menu Sesi Dua: Komoditas & Bank
http://pasarmodal.inilah.com/read/detail/1487062/menu-sesi-dua-komoditas-bank
Rupiah Jumat Pagi Stabil di Posisi Rp8.564 http://www.investor.co.id/home/rupiah-jumat-pagi-stabil-di-posisi-rp8564/11344
GJTL: Laba Q1 2011 naik 34.57% dari Rp 246.4 miliar menjadi Rp 331.7 miliar.
Polycem Indonesia (ADMG) mencatat kenaikan penjualan di Q1 2011 menjadi 1.315T dibanding Q1 921M. Kenaikan ini disebabkan naiknya sales di sektor polyster dan bahan dasar pembuatan polyster (MEG) yg menyebabkan Gross Profit Margin ADMG menjadi 20% di Q1 2011 dibanding Q1 2010 7,3% dan di Full Year 2010 5.26%.
ASII Bagi Sisa Dividen Rp1.130 per Saham
http://pasarmodal.inilah.com/read/detail/1486852/asii-bagi-sisa-dividen-rp1130-per-saham
BYAN Raih Kredit Danai Akuisisi Tambang Batubara
http://pasarmodal.inilah.com/read/detail/1486962/byan-raih-kredit-danai-akuisisi-tambang-batubara
ROTI sudah bangun dua pabrik tahun ini
http://investasi.kontan.co.id/v2/read/1304647146/66733/ROTI-sudah-bangun-dua-pabrik-tahun-ini
Peringkat Obligasi SCTV Naik Jadi idA+
http://economy.okezone.com/read/2011/05/06/278/453950/peringkat-obligasi-sctv-naik-jadi-ida
Arus Modal Masuk Deras, Cadangan Devisa RI Sentuh US$ 113,8 Miliar
http://www.detikfinance.com/read/2011/05/06/091527/1633737/5/arus-modal-masuk-deras-cadangan-devisa-ri-sentuh-us--1138-miliar
Salim Ivomas Jual 20% Saham Lewat IPO 9 Juni
http://www.detikfinance.com/read/2011/05/06/101927/1633781/6/salim-ivomas-jual-20-saham-lewat-ipo-9-juni
Adaro Pasok Batubara Shanxi Coal Selama Dua Tahun?
http://www.detikfinance.com/read/2011/05/06/111155/1633853/1014/adaro-pasok-batubara-shanxi-coal-selama-dua-tahun
Dividen Menarik, Pyfa Akan Dikerek ke Rp 300?
http://www.detikfinance.com/read/2011/05/06/095753/1633766/1014/dividen-menarik-pyfa-akan-dikerek-ke-rp-300
REMINDER AGENDA MEI 2011:
-09 May 2011 Cum Dev INTA 56, Cum Right Issue UNTR 33:4 (15.050), Cum Right INDS 1:5 (1520), Rups PANS, Pertamina Likely To Restart Balikpapan Refinery, Mulai Penawaran IPO Megapolitan Land 240-300
-10 May 2011 Rups KBLV, TMPO, COWL, HEXA, INTP, AKRA, Vallar Plc expects to complete a stake increase in BUMI, Listing HD Finance, Mulai penawaran IPO Buana Listya Tama 105-175
-11 May 2011 Rups Wahana Ottomitra, TBIG, ACES, Cum Dev TCID 340, Cum Dev EXCL 107, Cum Dev SMCB 23, Cum Dev TRST 20
-12 May 2011 Rups BAYU, WIKA, FASW, MEGA, BRPT, BBCA, SMDR, Pengumuman BI Rate, Akhir penawaran IPO Buana Listya Tama 105-175, Cum Dev TOTL 14,67, Cum Dev BPFI 10, Cum Dev LPGI 112
-13 May 2011 Rups TRAM, BNII, PBRX (stock split 1:4), NIPS. Toko Gunung Agung, Listing Ipo Metropolitan Land
-16 May 2011 Rups JPFA, MBAI, Cum Dev Majapahit Securities 1
-18 May 2011 Rups HMSP, EPMT, PYFA, KKGI, PTSP, Pembangunan Graha Lestari, CPIN, BBNI, PGLI, BBKP, ADRO -mengikuti tender PLTU 2 x 1000 US$ 3 miliar megawatt di Kalimantan Selatan. PLN akan melakukan prakualifikasi ulang untuk proyek ini karena jumlah peserta tendernya kurang. Prakualifikasi ulang ini akan berjalan pada 18 Mei 2011.
-19 May 2011 Rups BBTN, MEDC, ELSA, Mandala Multi Finance, TLKM, GJTL, CPRO, DVLA, Gema Graha Sarana, Mahaka Media, UNVR, Modern International, Listing IPo Buana Listya Tama 105-175, Cum Dev MKPI 125
-20 May 2011 Rups PUDP, TSPC, BUDI, TBLA, PEGE, Cum Dev TOTL 14,67, Cum Dev AALI 640,
RUIS SECURED NEW GAS N OIL CONTRACTS IN PEKANBARU. RUIS WILL TEAM UP WITH CHINA'S CNOOC TO DEVELOP THE GAS AND OIL BLOCKS IN PEKANBARU. OFFICIAL ANNOUNCEMENT WIL BE MADE NEXT WEEK. (disc on)
BLOOMBERG:*BUY RUPEE, SELL RUPIAH ON OIL PRICE DROP, CITIGROUP SAYS
BLOOMBERG: *ASTRA INTERNATIONAL ALLOCATES $1.4B FOR 2011 CAPEX. ASTRA ALLOCATES 40% OF 2011 CAPEX FOR UNITED TRACTORS: SUGIARTO.
Indonesia Stocks: Aneka Tambang, London Sumatra, Wijaya Karya
http://www.bloomberg.com/news/2011-05-06/indonesia-stocks-aneka-tambang-london-sumatra-wijaya-karya.html
DJ Astra International Shareholders OK IDR1,130/Share Final Dividend
*DJ Astra International Dividend To Be Paid June 16
*DJ Astra International Shareholders OK IDR1,130/Share Final Dividend
Rumor: ADRO menandatangani MOU kontrak baru Batu Bara untuk 2 tahun kedepan oleh Shanxi Coal Import and Export Group Co., Ltd. Stated own company China sebesar 100 Juta metric Ton . Krisis supply batubara di China menyebabkan melonjaknya permintaan batubara ke seluruh dunia. Hal ini akan diperkirakan meningkatkan revenue ADRO kurang lebih 200% untuk Full Year 2011
ASII bagi deviden sekitar 45% atau Rp 1.600 termasuk deviden interim Rp 470 yg telah dibayarkan 15 Nov 2010. Pembayaran pada tgl 16 Juni 2011 utk pemegang saham yg tercatat pada DPS 1 Juni 2011 pukul 4pm.
BIPI TO BUY COAL PRODUCER IN EAST KALIMANTAN.
[Dow Jones] Indonesian shares are likely to fall, weighed by weak Asian markets and falling commodity prices, traders say. They expect the main index to find support at 3780 after it ended steady at 3816.272 Thursday. "There should be a healthy correction after recent gains, with many investors likely preferring to take cash ahead of the weekend," says a trader with a local securities firm. Commodity-related stocks such as coal producer Bukit Asam (PTBA.JK) and CPO producer Astra Agro (AALI.JK) may lead falls on profit-taking.
By Duncan Mavin
A DOW JONES COLUMN
Indonesian stocks are perkier than a cup of Java. But with Asia twitchy about inflation, is it time investors woke up and smelled the coffee?
The Jakarta Composite Index gained more than 170% in 2009 and 2010. For the first few weeks of 2011 it slipped back on fears about inflation and potential monetary tightening before recovering, setting new records along the way. Jakarta's average multiple of 2011 earnings is about 15; richer than Thailand's 13 times and the multiple of 14 times in the Philippines.
Risks abound. Wing Kin Chow, who runs Prudential Asset Management's IOF Indonesia Equity Fund, says Indonesian stocks still remain vulnerable to rising food and energy prices, currency fluctuations, or any spike in risk aversion that could see capital leaving the market for safe havens overseas. There is the danger that interest rates have to rise sharply to head off inflationary pressures. And the country's creaking infrastructure and its outdated labor and land laws are also in need of an upgrade.
Yet Indonesia has received several tacit endorsements in recent weeks. Standard & Poor's has upgraded Indonesia's sovereign debt to a BB+ rating. Global bond buyers, meanwhile, shelled out $2.5 billion on 10-year Indonesian government bonds yielding 5.1%. And Chinese premier Wen Jiabao visited the capital Jakarta last week on a goodwill visit with a fistful of foreign investment dollars
valsa adistri: All this reflects a strong macroeconomic backdrop. The Indonesian currency, the rupiah, has been at or near seven year highs against the U.S. dollar recently, while foreign direct investment jumped 11.6% in the first quarter of 2011. The country's budget deficit looks under control, and its debt-to-gross domestic product ratio has been coming down steadily in recent years. Indonesia's GDP growth could hit 6.2% in 2011, according to the International Monetary Fund. That's better than any year in the past decade other than 2007 -- when GDP growth was 6.3% -- and better than some of Indonesia's neighbors, such as Malaysia and Thailand are expecting.
Crucially, S&P has also said it might raise Indonesia's credit rating further. That could open up the local debt markets to some foreign investors, such as U.S. pension funds, that can't buy sub- investment grade debt.This could provide the jolt Indonesia needs to weather nervousness about Asian markets in general. In particular, energy and financial services stocks would benefit from a lower cost of borrowing. In this year of living dangerously, Indonesia's upgrade potential offers some insurance.
(Duncan Mavin oined the The Wall Street Journal in Hong Kong from Canada's National Post where he was a foreign correspondent and business reporter. He was previously a chartered accountant in London and Toronto. He can be reached at +852 2832 2397 or by email at duncan.mavin@wsj.com)
Dividen Menarik, PYFA Akan Dikerek ke Rp 300
http://pasarmodal.inilah.com/read/detail/1486522/dividen-menarik-pyfa-akan-dikerek-ke-rp-300
Soft Start Tipped For Jakarta Stocks
http://news.ino.com/headlines/?newsid=50520112659
Bukit Asam Allocates 1 Tln Rupiah for Power Plant, Daily Reports
Agenda 06 May 2011 Rups ASII, Cum Dev MERK 4464, Cum Dev TRIO 15
Provisi meningkat, laba BBCA tergerus
http://investasi.kontan.co.id/v2/read/1304644548/66728/Provisi-meningkat-laba-BBCA-tergerus
Bloomberg: Wijaya Karya Delays Unit’s IPO Until 2012, Bisnis Indonesia Says
Bloomberg: Fajar Surya Seeks $70 Million Bank Loan, Bisnis Indonesia Says
Bloomberg: Tunas Allocates 504.4 Bln Rupiah for 2011 Capex, Bisnis Says
Salim Ivomas to Sell 3.16 Billion New Shares at 200 Rupiah Each
INDONESIA FOREX RESERVE AS OF END APRIL AT $113.8 BILLION
Lippo Karawaci to Build Two JW Marriott Hotels, Kontan Reports
Saham BNII Dilirik Chairul Tanjung
http://pasarmodal.inilah.com/read/detail/1486462/saham-bnii-dilirik-chairul-tanjung
Rumor investordaily:
BRMS: Vallar Plc akan menambah kepimilikan saham di Newmont dan sedang diincar investor Afrika untuk memperbesar konsesi tambang
WINS: akan melakukan placement saham sebesar 5% pada harga Rp 415, placement ini oversubscribed 2,5 kali dimana Northstar, Schroder dan Jamsostek menjadi pembeli terbanyak, dan CSFB dn CLSA ditunjuk sebagai book runner dlm placement ini
Harga Minyak Jatuh, Wall Street Merosot
http://www.detikfinance.com/read/2011/05/06/070349/1633682/6/harga-minyak-jatuh-wall-street-merosot?f9911023
Permintaan lesu, harga tembaga dan timah melemah
http://investasi.kontan.co.id/v2/read/1304636989/66708/Permintaan-lesu-harga-tembaga-dan-timah-melemah
KRAS bangun pabrik besi tanur tinggi senilai Rp 5,92 triliun
http://investasi.kontan.co.id/v2/read/1304640163/66716/KRAS-bangun-pabrik-besi-tanur-tinggi-senilai-Rp-592-triliun
Hati-hati, harga emas masih diprediksi melorot minggu depan
http://investasi.kontan.co.id/v2/read/1304641877/66721/Hati-hati-harga-emas-masih-diprediksi-melorot-minggu-depan
Jasa Marga Catat Laba Bersih Rp371,7 miliar
http://pasarmodal.inilah.com/read/detail/1485582/jasa-marga-catat-laba-bersih-rp3717-miliar
Inilah Nominal Dividen INCO
http://pasarmodal.inilah.com/read/detail/1485122/inilah-nominal-dividen-inco
Akhir Pekan, Lakukan Selective Buying
http://pasarmodal.inilah.com/read/detail/1484622/akhir-pekan-lakukan-selective-buying
http://www.detikfinance.com/read/2011/05/06/160603/1634187/6/harga-komoditas-anjlok-ihsg-parkir-di-3798
IHSG ditutup melemah 17,72 poin jadi 3.798,55
http://www.bisnis.com/market/saham/22855-ihsg-ditutup-melemah-1772-poin-jadi-379855
Morgan Stanley, the most profitable international brokerage house of 2010 according to Bloomberg survey, has just reaffirmed their stock rating of Bumi Resources as (BUMI.JK) as Underweight and kept its target price of Rp2.800 in line with the earlier adjustment on January 18, 2011. Meanwhile, Morgan Stanely is cited to maintain coal industry rating worldwide as Attractive.
Investasi di Pasar Modal Lebih Menjanjikan Ketimbang Emas
http://www.detikfinance.com/read/2011/05/06/163224/1634209/6/investasi-di-pasar-modal-lebih-menjanjikan-ketimbang-emas
Fitch berikan peringkat AA(idn) pada obligasi BII
http://investasi.kontan.co.id/v2/read/1304654230/66744/Fitch-berikan-peringkat-AAidn-pada-obligasi-BII
Laba Bersih INCO Naik 47% di Triwulan 1-2011
http://pasarmodal.inilah.com/read/detail/1489002/laba-bersih-inco-naik-47-di-triwulan-1-2011
Leyand International Cetak Laba Bersih Rp7,19 M
http://pasarmodal.inilah.com/read/detail/1488702/leyand-international-cetak-laba-bersih-rp719-m
Gajah Tunggal Cetak Laba Bersih Rp331,7 Miliar
http://pasarmodal.inilah.com/read/detail/1487392/gajah-tunggal-cetak-laba-bersih-rp3317-miliar
UNTR Prediksi Penjualan 4.200 Unit Alat Berat
http://pasarmodal.inilah.com/read/detail/1487252/untr-prediksi-penjualan-4200-unit-alat-berat
ASII Prediksi Produksi Mobil Turun 15% hingga Juni
http://pasarmodal.inilah.com/read/detail/1487142/asii-prediksi-produksi-mobil-turun-15-hingga-juni
Indomobil Anggarkan Capex Rp120 Miliar di 2011
http://pasarmodal.inilah.com/read/detail/1488562/indomobil-anggarkan-capex-rp120-miliar-di-2011
FISH Dapat Tambahan Pinjaman Modal Kerja US$50 Jt
http://pasarmodal.inilah.com/read/detail/1489052/fish-dapat-tambahan-pinjaman-modal-kerja-us50-jt
Inilah 10 Top Foreign Sell Hari Ini
http://pasarmodal.inilah.com/read/detail/1488552/inilah-10-top-foreign-sell-hari-ini
Inilah 10 Top Foreign Buy Saham Hari Ini
http://pasarmodal.inilah.com/read/detail/1488542/inilah-10-top-foreign-buy-saham-hari-ini
Saham PYFA Teraktif Diperdagangkan Hari Ini
http://pasarmodal.inilah.com/read/detail/1488672/saham-pyfa-teraktif-diperdagangkan-hari-ini
Pelemahan Komoditas Masih Benamkan Rupiah
http://pasarmodal.inilah.com/read/detail/1488622/pelemahan-komoditas-masih-benamkan-rupiah
Bakrie punya andil besar di saham Newmont
http://investasi.kontan.co.id/v2/read/1304685396/66803/Bakrie-punya-andil-besar-di-saham-Newmont
Beli 7% Saham Newmont, Pemerintah Dapat Diskon
http://www.detikfinance.com/read/2011/05/06/163657/1634212/4/beli-7-saham-newmont-pemerintah-dapat-diskon
BI berikan tiga hukuman sekaligus bagi Citibank
http://investasi.kontan.co.id/v2/read/1304671034/66781/BI-berikan-tiga-hukuman-sekaligus-bagi-Citibank
Penawaran tender Berau tersendat
http://www.bisnis.com/market/saham/22870-penawaran-tender-berau-tersendat
Indonesia’s 2011 Coal Output Expected to Gain 14%: Reuters Link
BNI pasok Rp 500 miliar untuk empat anak usaha
http://investasi.kontan.co.id/v2/read/1304572635/66623/BNI-pasok-Rp-500-miliar-untuk-empat-anak-usaha
Naik 81%, Saham Ratu Prabu Masuk UMA
http://www.detikfinance.com/read/2011/05/06/144707/1634058/6/naik-81-saham-ratu-prabu-masuk-uma
Transaksi Investor Saham Pontianak Capai Rp 1 Triliun/Bulan
http://www.detikfinance.com/read/2011/05/06/124914/1633926/6/transaksi-investor-saham-pontianak-capai-rp-1-triliun-bulan
Produksi Mobil Astra Turun 15%
http://www.detikfinance.com/read/2011/05/06/123810/1633919/1036/produksi-mobil-astra-turun-15?f9911013
UNTR Prediksi Penjualan 4.200 Unit Alat Berat
http://pasarmodal.inilah.com/read/detail/1487252/untr-prediksi-penjualan-4200-unit-alat-berat
Berau Coal Signs Supply Contract With Huaneng, Reuters Says
IHSG Sesi I Ditutup Turun 15,3 Poin, ASing Masih Net Buy Rp 106 miliar
http://pasarmodal.inilah.com/read/detail/1487052/ihsg-sesi-i-ditutup-turun-153-poin
Saham Komoditas Rontok, IHSG Berkurang 15 Poin
http://www.detikfinance.com/read/2011/05/06/113637/1633884/6/saham-komoditas-rontok-ihsg-berkurang-15-poin
Sektor perdagangan dan agrikultur masih membuat wajah indeks muram di sesi I
http://investasi.kontan.co.id/v2/read/1304657199/66753/Sektor-perdagangan-dan-agrikultur-masih-membuat-wajah-indeks-muram-di-sesi-I
Rekomendasi Saham Kontan:
http://investasi.kontan.co.id/v2/rekomendasi
Menu Sesi Dua: Komoditas & Bank
http://pasarmodal.inilah.com/read/detail/1487062/menu-sesi-dua-komoditas-bank
Rupiah Jumat Pagi Stabil di Posisi Rp8.564 http://www.investor.co.id/home/rupiah-jumat-pagi-stabil-di-posisi-rp8564/11344
GJTL: Laba Q1 2011 naik 34.57% dari Rp 246.4 miliar menjadi Rp 331.7 miliar.
Polycem Indonesia (ADMG) mencatat kenaikan penjualan di Q1 2011 menjadi 1.315T dibanding Q1 921M. Kenaikan ini disebabkan naiknya sales di sektor polyster dan bahan dasar pembuatan polyster (MEG) yg menyebabkan Gross Profit Margin ADMG menjadi 20% di Q1 2011 dibanding Q1 2010 7,3% dan di Full Year 2010 5.26%.
ASII Bagi Sisa Dividen Rp1.130 per Saham
http://pasarmodal.inilah.com/read/detail/1486852/asii-bagi-sisa-dividen-rp1130-per-saham
BYAN Raih Kredit Danai Akuisisi Tambang Batubara
http://pasarmodal.inilah.com/read/detail/1486962/byan-raih-kredit-danai-akuisisi-tambang-batubara
ROTI sudah bangun dua pabrik tahun ini
http://investasi.kontan.co.id/v2/read/1304647146/66733/ROTI-sudah-bangun-dua-pabrik-tahun-ini
Peringkat Obligasi SCTV Naik Jadi idA+
http://economy.okezone.com/read/2011/05/06/278/453950/peringkat-obligasi-sctv-naik-jadi-ida
Arus Modal Masuk Deras, Cadangan Devisa RI Sentuh US$ 113,8 Miliar
http://www.detikfinance.com/read/2011/05/06/091527/1633737/5/arus-modal-masuk-deras-cadangan-devisa-ri-sentuh-us--1138-miliar
Salim Ivomas Jual 20% Saham Lewat IPO 9 Juni
http://www.detikfinance.com/read/2011/05/06/101927/1633781/6/salim-ivomas-jual-20-saham-lewat-ipo-9-juni
Adaro Pasok Batubara Shanxi Coal Selama Dua Tahun?
http://www.detikfinance.com/read/2011/05/06/111155/1633853/1014/adaro-pasok-batubara-shanxi-coal-selama-dua-tahun
Dividen Menarik, Pyfa Akan Dikerek ke Rp 300?
http://www.detikfinance.com/read/2011/05/06/095753/1633766/1014/dividen-menarik-pyfa-akan-dikerek-ke-rp-300
REMINDER AGENDA MEI 2011:
-09 May 2011 Cum Dev INTA 56, Cum Right Issue UNTR 33:4 (15.050), Cum Right INDS 1:5 (1520), Rups PANS, Pertamina Likely To Restart Balikpapan Refinery, Mulai Penawaran IPO Megapolitan Land 240-300
-10 May 2011 Rups KBLV, TMPO, COWL, HEXA, INTP, AKRA, Vallar Plc expects to complete a stake increase in BUMI, Listing HD Finance, Mulai penawaran IPO Buana Listya Tama 105-175
-11 May 2011 Rups Wahana Ottomitra, TBIG, ACES, Cum Dev TCID 340, Cum Dev EXCL 107, Cum Dev SMCB 23, Cum Dev TRST 20
-12 May 2011 Rups BAYU, WIKA, FASW, MEGA, BRPT, BBCA, SMDR, Pengumuman BI Rate, Akhir penawaran IPO Buana Listya Tama 105-175, Cum Dev TOTL 14,67, Cum Dev BPFI 10, Cum Dev LPGI 112
-13 May 2011 Rups TRAM, BNII, PBRX (stock split 1:4), NIPS. Toko Gunung Agung, Listing Ipo Metropolitan Land
-16 May 2011 Rups JPFA, MBAI, Cum Dev Majapahit Securities 1
-18 May 2011 Rups HMSP, EPMT, PYFA, KKGI, PTSP, Pembangunan Graha Lestari, CPIN, BBNI, PGLI, BBKP, ADRO -mengikuti tender PLTU 2 x 1000 US$ 3 miliar megawatt di Kalimantan Selatan. PLN akan melakukan prakualifikasi ulang untuk proyek ini karena jumlah peserta tendernya kurang. Prakualifikasi ulang ini akan berjalan pada 18 Mei 2011.
-19 May 2011 Rups BBTN, MEDC, ELSA, Mandala Multi Finance, TLKM, GJTL, CPRO, DVLA, Gema Graha Sarana, Mahaka Media, UNVR, Modern International, Listing IPo Buana Listya Tama 105-175, Cum Dev MKPI 125
-20 May 2011 Rups PUDP, TSPC, BUDI, TBLA, PEGE, Cum Dev TOTL 14,67, Cum Dev AALI 640,
RUIS SECURED NEW GAS N OIL CONTRACTS IN PEKANBARU. RUIS WILL TEAM UP WITH CHINA'S CNOOC TO DEVELOP THE GAS AND OIL BLOCKS IN PEKANBARU. OFFICIAL ANNOUNCEMENT WIL BE MADE NEXT WEEK. (disc on)
BLOOMBERG:*BUY RUPEE, SELL RUPIAH ON OIL PRICE DROP, CITIGROUP SAYS
BLOOMBERG: *ASTRA INTERNATIONAL ALLOCATES $1.4B FOR 2011 CAPEX. ASTRA ALLOCATES 40% OF 2011 CAPEX FOR UNITED TRACTORS: SUGIARTO.
Indonesia Stocks: Aneka Tambang, London Sumatra, Wijaya Karya
http://www.bloomberg.com/news/2011-05-06/indonesia-stocks-aneka-tambang-london-sumatra-wijaya-karya.html
DJ Astra International Shareholders OK IDR1,130/Share Final Dividend
*DJ Astra International Dividend To Be Paid June 16
*DJ Astra International Shareholders OK IDR1,130/Share Final Dividend
Rumor: ADRO menandatangani MOU kontrak baru Batu Bara untuk 2 tahun kedepan oleh Shanxi Coal Import and Export Group Co., Ltd. Stated own company China sebesar 100 Juta metric Ton . Krisis supply batubara di China menyebabkan melonjaknya permintaan batubara ke seluruh dunia. Hal ini akan diperkirakan meningkatkan revenue ADRO kurang lebih 200% untuk Full Year 2011
ASII bagi deviden sekitar 45% atau Rp 1.600 termasuk deviden interim Rp 470 yg telah dibayarkan 15 Nov 2010. Pembayaran pada tgl 16 Juni 2011 utk pemegang saham yg tercatat pada DPS 1 Juni 2011 pukul 4pm.
BIPI TO BUY COAL PRODUCER IN EAST KALIMANTAN.
[Dow Jones] Indonesian shares are likely to fall, weighed by weak Asian markets and falling commodity prices, traders say. They expect the main index to find support at 3780 after it ended steady at 3816.272 Thursday. "There should be a healthy correction after recent gains, with many investors likely preferring to take cash ahead of the weekend," says a trader with a local securities firm. Commodity-related stocks such as coal producer Bukit Asam (PTBA.JK) and CPO producer Astra Agro (AALI.JK) may lead falls on profit-taking.
By Duncan Mavin
A DOW JONES COLUMN
Indonesian stocks are perkier than a cup of Java. But with Asia twitchy about inflation, is it time investors woke up and smelled the coffee?
The Jakarta Composite Index gained more than 170% in 2009 and 2010. For the first few weeks of 2011 it slipped back on fears about inflation and potential monetary tightening before recovering, setting new records along the way. Jakarta's average multiple of 2011 earnings is about 15; richer than Thailand's 13 times and the multiple of 14 times in the Philippines.
Risks abound. Wing Kin Chow, who runs Prudential Asset Management's IOF Indonesia Equity Fund, says Indonesian stocks still remain vulnerable to rising food and energy prices, currency fluctuations, or any spike in risk aversion that could see capital leaving the market for safe havens overseas. There is the danger that interest rates have to rise sharply to head off inflationary pressures. And the country's creaking infrastructure and its outdated labor and land laws are also in need of an upgrade.
Yet Indonesia has received several tacit endorsements in recent weeks. Standard & Poor's has upgraded Indonesia's sovereign debt to a BB+ rating. Global bond buyers, meanwhile, shelled out $2.5 billion on 10-year Indonesian government bonds yielding 5.1%. And Chinese premier Wen Jiabao visited the capital Jakarta last week on a goodwill visit with a fistful of foreign investment dollars
valsa adistri: All this reflects a strong macroeconomic backdrop. The Indonesian currency, the rupiah, has been at or near seven year highs against the U.S. dollar recently, while foreign direct investment jumped 11.6% in the first quarter of 2011. The country's budget deficit looks under control, and its debt-to-gross domestic product ratio has been coming down steadily in recent years. Indonesia's GDP growth could hit 6.2% in 2011, according to the International Monetary Fund. That's better than any year in the past decade other than 2007 -- when GDP growth was 6.3% -- and better than some of Indonesia's neighbors, such as Malaysia and Thailand are expecting.
Crucially, S&P has also said it might raise Indonesia's credit rating further. That could open up the local debt markets to some foreign investors, such as U.S. pension funds, that can't buy sub- investment grade debt.This could provide the jolt Indonesia needs to weather nervousness about Asian markets in general. In particular, energy and financial services stocks would benefit from a lower cost of borrowing. In this year of living dangerously, Indonesia's upgrade potential offers some insurance.
(Duncan Mavin oined the The Wall Street Journal in Hong Kong from Canada's National Post where he was a foreign correspondent and business reporter. He was previously a chartered accountant in London and Toronto. He can be reached at +852 2832 2397 or by email at duncan.mavin@wsj.com)
Dividen Menarik, PYFA Akan Dikerek ke Rp 300
http://pasarmodal.inilah.com/read/detail/1486522/dividen-menarik-pyfa-akan-dikerek-ke-rp-300
Soft Start Tipped For Jakarta Stocks
http://news.ino.com/headlines/?newsid=50520112659
Bukit Asam Allocates 1 Tln Rupiah for Power Plant, Daily Reports
Agenda 06 May 2011 Rups ASII, Cum Dev MERK 4464, Cum Dev TRIO 15
Provisi meningkat, laba BBCA tergerus
http://investasi.kontan.co.id/v2/read/1304644548/66728/Provisi-meningkat-laba-BBCA-tergerus
Bloomberg: Wijaya Karya Delays Unit’s IPO Until 2012, Bisnis Indonesia Says
Bloomberg: Fajar Surya Seeks $70 Million Bank Loan, Bisnis Indonesia Says
Bloomberg: Tunas Allocates 504.4 Bln Rupiah for 2011 Capex, Bisnis Says
Salim Ivomas to Sell 3.16 Billion New Shares at 200 Rupiah Each
INDONESIA FOREX RESERVE AS OF END APRIL AT $113.8 BILLION
Lippo Karawaci to Build Two JW Marriott Hotels, Kontan Reports
Saham BNII Dilirik Chairul Tanjung
http://pasarmodal.inilah.com/read/detail/1486462/saham-bnii-dilirik-chairul-tanjung
Rumor investordaily:
BRMS: Vallar Plc akan menambah kepimilikan saham di Newmont dan sedang diincar investor Afrika untuk memperbesar konsesi tambang
WINS: akan melakukan placement saham sebesar 5% pada harga Rp 415, placement ini oversubscribed 2,5 kali dimana Northstar, Schroder dan Jamsostek menjadi pembeli terbanyak, dan CSFB dn CLSA ditunjuk sebagai book runner dlm placement ini
Harga Minyak Jatuh, Wall Street Merosot
http://www.detikfinance.com/read/2011/05/06/070349/1633682/6/harga-minyak-jatuh-wall-street-merosot?f9911023
Permintaan lesu, harga tembaga dan timah melemah
http://investasi.kontan.co.id/v2/read/1304636989/66708/Permintaan-lesu-harga-tembaga-dan-timah-melemah
KRAS bangun pabrik besi tanur tinggi senilai Rp 5,92 triliun
http://investasi.kontan.co.id/v2/read/1304640163/66716/KRAS-bangun-pabrik-besi-tanur-tinggi-senilai-Rp-592-triliun
Hati-hati, harga emas masih diprediksi melorot minggu depan
http://investasi.kontan.co.id/v2/read/1304641877/66721/Hati-hati-harga-emas-masih-diprediksi-melorot-minggu-depan
Jasa Marga Catat Laba Bersih Rp371,7 miliar
http://pasarmodal.inilah.com/read/detail/1485582/jasa-marga-catat-laba-bersih-rp3717-miliar
Inilah Nominal Dividen INCO
http://pasarmodal.inilah.com/read/detail/1485122/inilah-nominal-dividen-inco
Akhir Pekan, Lakukan Selective Buying
http://pasarmodal.inilah.com/read/detail/1484622/akhir-pekan-lakukan-selective-buying
@HITSaham TA Creation of ADRO / ARTI / BIPI / POLY / PYFA
ADRO: Potensi penutupan di kisaran 2.375 (06-05 / 09-05), akan mencapai level tertinggi pada 2.500 (11/05/2011). Source: Chartnexus & Esmart (BNI Securities)
ARTI
BIPI
POLY
PYFA
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