Berita Ekonomi, Senin 27 Mei 2013

Surabaya Hujan Sepanjang Pagi,
Monday (27/05/2013) Early BIRD Fundamental Perspective (Edwin Sebayang-MNC Securities)

Ditengah minggu pendek di Wall Street krn Senin memperingati The Memorial Day-sinyal dimulainya Libur Musim Panas, mk fokus investor totally kedepannya tertuju atas laporan ekonomi yg akan direlease terutama data Lap Pekerjaan bln Mai pd 7 Juni, terlebih minggu lalu market global sempat dikejutkan dgn kejatuhan tajam Indeks Nikkei & Bursa Global lainnya terkait wacana akan dihentikannya Paket Stimulus senilai USD 85 miliar per bln serta The Fed's Minutes Meeting disertai peningkatan volume perdagangan yg kemudian jg mengakibatkan kenaikan US goverment bond yield tenor 10 thn mjd diatas 2%.

Adapun bbrp data ekonomi AS yg perlu diperhatikan spt: S&P/Case-Shiller Home Price Index, Consumer Confidence, Richmond & Dallas Fed Manufacturing Index (Selasa); GDP-annualized (Rabu) & Initial Jobless Claims, Core Personal Consumption Expenditure, Pending Home Sales (Kamis) &  Personal Income & Spending, Chicago Purchasing Manager, Univ of Michigan Confidence (Jumat).

Diluar AS, data ekonomi negara besar yg perlu diperhatikan spt: China ( Leading Index, Business Sentiment Indicators, Manufacturing PMI); Japan (Large Retail Sales, BOJ Kuroda Speech, Manufacturing PMI, CPI, Household Spending, Jobless Rate, Industrial Production, Housing Starts) & Zona Euro (Retail Sales, Unemployment Rate, Industrial Confidence).

Sinyal dimulainya Libur Musim Panas & US goverment bond tenor 10 thn yield diatas 2% ditengah berakhirnya LK mengindikasikan Bursa Global termasuk Bursa Indonesia bbrp bln kedepan cenderung bergerak konsolidasi-sideways & menurun menunjukkan akan sulit mendapatkan IHSG bergerak naik tajam dlm satu hari perdagangan shg cukup wise jika scr perlahan pola investasi berubah mjd pola trading jk pendek utk mengantisipasi sewaktu-waktu terjadi pull back.

Monday IDX Range: 5132-5198

BUY: MAPI, PGAS, KLBF, SMRA, GGRM, BSDE, WSKT, ADHI, TOTL, TLKM, ICBP, UNTR, BBCA  (ES-MNC Sec/Disc On)

Stocks closed lower for a third session, as markets remain worried the Federal Reserve may start withdrawing stimulus by curtailing bond purchases later this year.

Dow      15303 +8.6   +0.06%
Nasdaq   3459  -0.3     -0.01%
S&P 500 1649  -0.9     -0.06%
FTSE       6654  -42.5   -0.63%
Dax         8305  -46.7   -0.56%
CAC40     3956  -10.4   -0.26%

VIX.           13.99  -0.08  -0.57%
USD Index 83.70  -0.10  -0.12%
(DXY)

Oil.            94.15  +0.04  +0.04%
Gold.     1386        -4.99   -0.36%

IDR.    9775(source: yahoo finance)
Euro.  1.2936

TLKM  49.75 +0.61+1.24%Rp12158

BumiPlc   259.30 suspend+0.00%
EIDO.         34.99 -0.36  -1.02%

Timah.    20930   -20     -1.02%
Nickel.    14680   -160   -1.08%

CPO.       2370RM +0  +0.00%$780
Corn.       657.25   -4.75  -0.72%
SoybeanOil 49.24  -0.42  -0.85%
Wheat.     697.50  -5.75   -0.82%

DOC(20 Mei)5500 +0        +0%

(DE/ls- 27-05-13)