Berita Ekonomi, Senin 24 Juni 2013

DJIA.  +41.08.   +0.28%.   14799.40
NASDAQ.    -7.39 -0.22%.  3357.25
S&P 500. +4.24 +0.27%. 1592.43
VIX.   -1.59 -7.76%. 18.90.

*STOXX600 UNCH. 0.00%. 280.40
*FTSE -43.34. -0.70%.  6116.17
*CAC 40 -40.89-1.11%. 3658.04
*DAX. -139.24. -1.76%.  7789.24

*HSI.   -119.56. -0.59% 20263.31
*NIKKEI.  UNCH.  0.00%.  13230.13
*STI -8.81.  -0.28%.   3124.45
*SHANGHAI -10.93. -0.52%. 2073.09
*JSX COMP -114.62 -2.48%. 4515.37

*EUR/USD -0.0018-0.14%. 1.3104
*USD/JPY +0.47.   +0.48%. 98.36
*AUD/USD +0.0031+0.34% 0.9245
*EUR/JPY +0.44.  +0.34%.  128.86

*OIL +0.03. +0.03%. 93.72
*BRENT -0.24 -0.24% 100.67
*NAT GAS -0.026 -0.69%. 3.745

*GOLD.  +6.90. +0.53% 1298.9
*SILVER +0.151. +0.76%. 20.116 :
*COPPER -0.0025 -0.08% 3.093
*PLATINUM +7.10. +0.52%. 1376.60:

*WHEAT UNCH. 0.00%. 698.00
*SOYBEAN UNCH0.00%. 1273.50
*CORN.  UNCH. 0.00%. 661.75
Monday (24/06/2013) Early BIRD Fundamental Perspective (Edwin Sebayang-MNC Securities)

Paska Dow Jones menguat Jumat pekan lalu, setelah sebelumnya "dihantui" pengurangan & penghentian Program QE, mk minggu ini Wall Street bersiap menyambut "hints" mengenai kinerja LK Q2/2013 serta bbrp data ekonomi yg akan direlease dgn perincian: Senin (Dallas Fed manufacturing Activity & Chicago Fed Nat Activity Index; Selasa (Durable Goods Orders, S&P/Case-Shiller Home Price Index, Richmond Fed Manufacturing Index, Consumer Confidence & New Home Sales), Rabu (GDP), Kamis (Personal Income & Expenditure, Initial Jobless Claims, Continuing Claims, Pending Home Sales) & Jumat (Chicago Purchasing Manager, Univ of Michigan Confidence).

Disamping itu, data ekonomi negara besar lain yg perlu diperhatikan spt: Euro (German IFO Business Climate-Current Assessment &
Expectation; German Consumer Confidence; German Unemployment Rate; France GDP; Euro-Zone Consumer Confidence); Jepang (All Industry Activity, PMI Manufacturing, Household Spending, Jobless Rate, CPI, Industrial Production & Retail Trade) & China (Leading Index, Business Sentiment Indicator).

Dari dalam negeri, salah satu sumber ketidakpastian dipasar mulai hilang setelah Pemerintah menaikkan Bensin bersubsidi rata-rata 32%, maka sekarang tinggal menghitung berapa besar dampaknya atas kenaikan inflasi & BI Rate serta KAPAN BI rate dinaikkan, dimana utk inflasi ES menghitung sekitar 2.2% hingga 2.4% ditambah level inflasi Mei 5.47% (YoY) mk perkiraan inflasi diakhir thn 2013 dlm range 7.67%-7.87% & kenaikan BI Rate sekitar 25 BP hingga 75 BP shg BI Rate berpotensi naik kelevel 6.25% hingga 6.75% ditengah SISA Net Buy Asing thn 2013 minggu ke-25 hanya Rp 20 miliar (level tertinggi Net Buy Asing di mingggu ke-14 Rp 19.49 triliun).

Monday IDX Range: 4472 - 4560

BUY: WIKA, HRUM, TLKM, KLBF

BOW:  AKRA, ICBP, BBRI, PGAS, MAPI, BBCA, WSKT, UNVR, BBNI, TOTL, BMRI (ES-MNC Sec/Disc On)