Detikfinance SBY-Boediono Unggul, Aliran Modal Siap Banjiri RI Lagi

Jakarta - Hasil sementara quick count sejumlah lembaga survei yang menunjukan SBY-Boediono unggul akan direspons positif oleh investor. Aliran modal akan kembali mengalir sehingga bisa memicu penguatan lagi di pasar saham.

Pengamat Ekonomi Makro dan Perbankan Tony Prasetiantono menjelaskan, kemenangan pasangan incumbent ini akan menuai kepercayaan pasar sehingga rupiah, IHSG.

"Saya yakin pasar akan merespons positif. Sukses pilpres ini saya duga akan diikuti dengan gelombang capital inflow, yang akan menyebabkan likuiditas melimpah," katanya ketika dihubungi detikFinance, Rabu (8/7/2009).

Menurutnya, rupiah akan merespons dengan penguatan ke level di bawah Rp 10.000 per dolar AS dan cadangan devisa yang makin mendekati US$ 59 miliar. Namun ia tidak memprediksi level penguatan IHSG.

Di saat likuiditas longgar inilah, perbankan memiliki kesempatan untuk menurunkan suku bunganya secara agresif. Sebelumnya perbankan memang masih enggan menurunkan suku bunga karena khawatir akan ditinggal pergi deposannya akibat ketatnya likuiditas. more...

Vivanews Pemilu Satu Putaran, Saatnya Berburu Saham

Pada Kamis dan Jumat, indeks saham akan berlari kencang naik lebih dari 100 poin.

Kalangan analis pasar modal mengungkapkan saat ini merupakan waktu yang tepat bagi investor untuk memburu saham menyusul kabar positif atas hasil quick count yang menunjukkan pasangan Susilo Bambang Yudhoyono - Boediono meraih suara 60 persen dalam pemilihan calon presiden 8 Juli 2009.

"Sebenarnya sudah terlambat, tetapi sekarang bukan waktu yang salah untuk berburu saham," ujar Kepala Ekonom Danareksa Research Institute, Purbaya Yudhi Sadewa kepada VIVAnews di Jakarta, Rabu, 8 Juli 2009.

Menurut dia, pada Kamis dan Jumat, indeks saham akan berlari kencang naik lebih dari 100 poin sebagai imbas berita positif atas hasil hitung cepat atau quick count sejumlah lembaga survei yang menunjukkan kemenangan pasangan incumbent, SBY-Boediono.

Pada posisi Selasa kemarin, indeks saham gabungan sudah naik hampir 50 poin menjadi 2.083,25. Kenaikan itu dipicu oleh pemilu yang bakal berlangsung aman dan damai karena persoalan daftar pemilih tetap berhasil diselesaikan.

Dia menjelaskan ke depan, indeks saham akan terus meningkat karena pelaku pasar optimistis kondisi ekonomi Indonesia akan semakin cerah. Setidaknya, ketidakpastian politik sempat mencuat akibat bermunculan kabar bahwa pemilu akan berlangsung dua putaran.

Namun dengan hasil survei yang menunjukkan pemilu berlangsung satu putaran, ketidakpastian politik pun hilang. Selanjutnya, kesinambungan kebijakan dan program ekonomi pemerintah akan terjaga.

Ekonomi, menurut Yudhi, bakal tumbuh lebih cepat. Bahkan, jika pertumbuhan 7 persen bisa dijaga terus menerus, maka itu akan sangat bagus bagi pengentasan kemiskinan dan mengurangi angka pengangguran.

Yudhi menilai dari hasil debat calon presiden memang terlihat cukup jelas, SBY memiliki program ekonomi yang cukup jelas dan terintegrasi. Berbeda dengan pandangan Jusuf Kalla yang memang cepat dan taktis. "Namun, program JK tidak terintegrasi, sepotong-sepotong sehingga tidak jelas ekonomi mau dibawa kemana."
• VIVAnews

[BRIGHT INFO] "A Cup of Tea"

Good day to you.

US Stocks drew some support from a strong auction of 10-year Treasury notes. That helped allay one of the market's recent worries, that the government would have trouble finding enough buyers for the massive amount of debt it's issuing. The Dow Jones industrials rose 14.81, or 0.2 %, to 8,178.41.

Lower oil prices can help the economy by reducing costs, but investors are looking to the latest slide as an unwelcome prediction that demand for energy and basic materials will remain weak as the recession lingers.

Some Southeast Asia stock markets hit two-week lows on Wednesday amid worries about the global recovery and corporate earnings, with Thailand leading regional losses after weaker crude oil hurt its heavyweight energy shares. SETI lost 1.3 %, FTSTI ended down 0.6 %, KLSE which lost 0.1 %, PSI slid 0.4 %, while VNI shed 0.2 %. JKSE stock market was closed for the country's presidential election. Trade will resume on Thursday.

Economists have voiced optimism that the world's biggest economy would start growing again this quarter, but a bleak U.S. employment report last week has prompted doubts over the stamina of the global recovery, spurring a sell-off in risky assets.

Crude oil for August delivery fell $2.79, or 4.4 %, to $60.14 a barrel. The market is starting to focus on the weak fundamentals. Tin tumbled 6 % to $13,295 a ton. Nickel plunged 4.5 % to $14,950 a ton. Malaysian crude palm oil futures dropped as much as 3.3 %.

Yudhoyono won 61 percent of votes in yesterday’s election, according to a sampling of nationwide ballots by the Indonesian Survey Institute, which correctly predicted previous contests. His share was also 61 percent in a preliminary count of 4 million votes by the General Election Commission.

This result will give positive impact on our market. Investor will have more confidence for long-term growth after the uncertainties gone.

Strong fundamental stocks will a trigger for today such as telecommunication, banking, property and infrastructure. Mining and energy was very interesting but region commodity market not support. Consumer and banking stocks would benefit from a recovery in Indonesia's economy, one of the most resilient in Asia during the global economic slowdown.

BUMN Stock will lead market for todays. Watching liquidity and Indonesian rupiah move.

“Get The Momentum”


[Personal Opinion ]
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DISCLAIMER: This report is issued by [BRIGHT INFO]. Although the contents of this document may represent the opinion of [BRIGHT INFO]. We cannot guarantee its accuracy and completeness.

Bloomberg Indonesia May Achieve ‘Superstar’ Growth as Yudhoyono Triumphs

July 9 (Bloomberg) -- President Susilo Bambang Yudhoyono swept toward a second five-year term, receiving a strong mandate from Indonesia’s 176 million voters to take the country’s economy to new heights of growth.

Yudhoyono won 61 percent of votes in yesterday’s election, according to a sampling of nationwide ballots by the Indonesian Survey Institute, which correctly predicted previous contests. His share was also 61 percent in a preliminary count of 4 million votes by the General Election Commission.

Leveraging that victory into achieving his goal of growth rates on par with China and India will hinge on the ability to build roads, ports and power plants and lure foreign investment. To do so, he’ll have to overcome a bureaucracy where power is decentralized down to the district level across 17,500 islands.

“I would say a ‘definite yes’ in maintaining very solid economic growth, a ‘maybe yes’ to become the 9 percent superstar,” said Milan Zavadjil, Indonesia country head for the International Monetary Fund. “To go to the China level you need to take care of some issues, like major improvements in infrastructure, the investment climate and the legal system.”

Former President Megawati Soekarnoputri, 62, was running second with 26.6 percent, according to the institute. Vice President Jusuf Kalla, 67, trailed with about 12 percent. The commission won’t provide final results for about two weeks.

Yudhoyono, known better as ‘SBY,’ has pledged to double infrastructure spending to as much as $140 billion during a second term to achieve annual growth rates of 7 percent. The president will also need to tame the rupiah, Asia’s most volatile currency, to reduce investment risk. It has both plunged 40 percent and gained 19 percent within the past 12 months. more...

Reuters Dow, Nasdaq squeeze out gains before Alcoa results

NEW YORK (Reuters) - The Dow and the Nasdaq eked out gains on Wednesday as a late-stage rally brought stocks off their lows on hopes that the quarterly earnings season would deliver good news.

Despite the rebound from steeper losses earlier in the day, a negative tone still characterized trade as investors worried whether an economic recovery would take hold.

After the market close, however, aluminum giant Alcoa Inc (AA.N) reported a smaller-than-expected loss that gave a positive tone to the start of the second-quarter earnings season. Its shares jumped 7 percent to $10.07 in extended trading.

"My own sense of it is that manufacturing companies should do a lot better in the third-quarter simply because the inventory liquidation we saw in the first half of the year was huge, it was absolutely huge," said Charles Lieberman, chief investment officer of Advisors Capital Management, LLC in Paramus, New Jersey, after Alcoa reported.

Stocks were sharply lower for most of the day as investors worried that an economic recovery will be slower than thought. Those fears helped send crude oil futures to a more than a six-week low, while copper, a barometer for global demand, hit a two-week low as commodities sold off across the board.

"The tone of the trading day definitely was to the downside," said Weston Boone, vice president of listed trading at Stifel Nicolaus Capital Markets in Baltimore.

He pointed to a deterioration in sentiment over the last few day after U.S. June payrolls data came in worse than expected at the end of last week.

Kevin Kruszenski, head of listed trading at KeyBanc Capital Markets in Cleveland, noted that a late rally may have been triggered by people "jockeying for position" ahead of Alcoa's earnings.

The Dow Jones industrial average .DJI gained 14.81 points, or 0.18 percent, to 8,178.41. The Standard & Poor's 500 Index .SPX dropped 1.47 points, or 0.17 percent, to 879.56. The Nasdaq Composite Index .IXIC added 1.00 points, or 0.06 percent, to 1,747.17. more...