1NVEST0R MAND1R1 maen SAHAM bener

belajar MANDIRI, akan JAUH LEBE SUKSES (SEJAK 210809)

duiT, datanGlah ke pasaR, meraunglaH pa$ar, esok GEbYAr : 280909 28 September 2009

Filed under: Investasi Umum — bumi2009fans @ 11:32 pm

Selasa, 29/09/2009 08:27 WIB

Dow menguat, IHSG berpotensi naik

oleh : Berliana Elisabeth S.

JAKARTA (Bisnis.com): Indeks harga saham gabungan (IHSG) pada perdagangan hari ini diperkirakan mix dengan kecenderungan menguat terpicu sentimen positif dari menguatnya indeks di bursa global dan regional. Penurunan indeks kemarin memberikan kesempatan pada investor untuk kembali melakukan pembelian secara selektif.

Mega Capital Indonesia menyatakan IHSG diprediksi bergerak pada kisaran 2.380-2.430 dengan target intraday support dan resistance berikutnya berada pada kisaran 2.365-2.460.

Pada perdagangan kemarin IHSG ditutup minus 1,91% dengan volume perdagangan yang relatif tipis. Sektor aneka industri dan industri dasar mengkontribusikan pelemahan terbesar. Indeks di bursa Asia ditutup melemah. Rupiah menguat di level 9.655 per dolar AS.

Berita merger dan akuisisi memicu kenaikan indeks di Wall Street AS. Indeks Dow +1,28%, Nasdaq +1,90% dan S&P500 +1,78%. Wall Street menguat setelah adanya berita akuisisi besar yang dilakukan Abbott Laboratories dan Xerox Corp. Rencana aksi korporasi dari kedua perusahaan tersebut membangkitkan kepercayaan diri investor bahwa perekonomian mulai membaik. Abbott Labs berencana mengakuisisi sebuah perusahaan farmasi asal Belgia senilai US$6,6 miliar, sementara Xerox Corp akan membeli Affiliated Computer Services dengan nilai US$6,4 miliar. Akuisisi perusahaan farmasi asal Belgia ini ditujukan untuk membuka akses Abbott ke pasar Eropa Timur dan Asia.

Saham sektor farmasi dan teknologi menguat dengan adanya berita tersebut. Saham teknologi juga mendapat sentimen positif dari kenaikan rating Cisco System oleh Barclays Capital. Barclays Capital memperkirakan pendapatan Cisco naik karena kenaikan permintaan peralatan jaringan dari perusahaan telekomunikasi. Goldman Sachs menurunkan rating sektor baja di AS menjadi netral karena diperkirakan tidak mampu mencapai target produksi. IMF akan menaikan proyeksi pertumbuhan ekonomi global pada 2010 menjadi 3% dari sebelumnya 2,5%. Kenaikan proyeksi tersebut dilakukan setelah mempertimbangkan pemulihan kondisi ekonomi yang relatif cepat. Dari pasar obligasi, harga obligasi pemerintah AS bergerak mixed sementara yield obligasi benchmark 10Y cenderung turun.

Harga minyak menguat tipis di level US$67,26 per barel sementara harga emas melemah di posisi US$991,7 per ounce. Pagi ini, indeks di bursa Asia cenderung menguat.

bisnis.com

Selasa, 29/09/2009 06:57 WIB

Investor cermati sentimen positif bursa regional

oleh : Arif Gunawan Sulistyono

JAKARTA (bisnis.com): Pemodal diduga masih mengambil posisi menunggu di luar pasar dan mencermati sentimen positif dari bursa regional untuk kembali masuk ke bursa (wait and see).

Indeks harga saham gabungan (IHSG) diduga masih tertekan, dan baru berbalik setelah bursa regional terangkat akibat sentimen positif jangka pendek.

Analis PT Intifikasa Securindo Yusuf Salim mengatakan IHSG masih bergerak dalam teritori negatif, dan berpotensi anjlok lebih dalam jika Dow Jones terkoreksi diikuti anjloknya bursa regional.

“Bursa kecenderungannya akan mengikuti arah bursa regional. Jadi kalau hari ini Dow Jones berbalik menguat [rebound], IHSG baru akan bergerak ke jalur positif. Sebaliknya kalau mereka terkoreksi, bursa kita juga akan minus,” paparnya kemarin.

Secara umum, lanjutnya, koreksi tersebut masih dalam batas kewajaran mengingat IHSG telah menguat drastis sejak Maret. “Di tengah kondisi sekarang, saham sektor perbankan bisa menjadi alternatif,” paparnya.

Yusuf memperkirakan IHSG bergerak dengan kisaran naik turun sebesar 10 poin dan bisa menyentuh titik topang lebih dalam jika bursa regional melemah.

Kemarin, IHSG melemah 46,76 poin (1,91%) ke level 2.397,83. Bursa utama Asia juga tertekan seperti indeks Hang Seng yang turun 2,07%, KOSPI terkoreksi 0,94%, dan Nikkei-225 merosot 2,5%.

Pada awal pekan ini, indeks BISNIS-27 melanjutkan koreksi akhir pekan lalu sebesar 2,28% ditutup di level 214,62 tertekan koreksi harga minyak dunia yang mencapai 8,3% pada sepekan terakhir.

Investor akhirnya memilih melepas saham di sektor pertambangan dengan motif ambil untung maupun cut loss, setelah memilih posisi wait and see pada akhir pekan lalu. (Harry Setiadi Utomo, analis Bisnis Indonesia Intelligence Unit)

bisnis.com

29/09/2009 – 06:13
Wall Street Hijau, Terpicu Akuisisi
Mosi Retnani Fajarwati

(istimewa)
INILAH.COM, New York – Adanya kesepakatan bisnis dari suatu perusahaan, meningkatkan kepercayaan para investor tentang pemulihan ekonomi.

Pada perdagangan Senin (28/9), indeks naik lebih dari 1% kendati volume perdagangan rendah. Dow Jones naik 124 poin, pencapaian gain tertinggi dalam lebih dari 1 bulan.

Akuisisi yang dilakukan Abbot Laboratories dan Xerox Corp. mendorong saham-saham pembuat obat dan perusahaan teknologi untuk mencatatkan gain, dan para investor berharap kesepakatan yang menelan dana lebih dari US$ 6 miliar tersebut bisa menjadi pertanda pemulihan dimulai.

“Hal tersebut mendorong rasa percaya diri para investor, ketika kita melihat perusahaan melakukan transaksi pembelian terhadap perusahaan lain,” ujar portfolio manager Empiric Funds Austin, Texas, Mark Coffelt.

Dow naik 124,17 poin (1,3%) ke 9.789,36, S&P 500 naik 18,6 poin (1,8%) ke 1.062,98, dan Nasdaq naik 39,82 poin (1,9%) ke 2.130,74.

Pada kesepakatan bisnis tersebut, Abbot Labs mengatakan, pihaknya akan mengakuisisi perusahaan farmasi asal Belgia dengan harga mencapai US$ 6,6 miliar. Sementara Xerox Corp. telah menyepakati untuk membeli Affiliated Computer Services dengan harga US$ 6,4 miliar.[mre]

U.S. Stocks Climb on Takeovers; Affiliated Computer Surges

By Lynn Thomasson

Sept. 28 (Bloomberg) — U.S. stocks rose, sending benchmark indexes up the most in five weeks, as takeovers in the drug and technology industries added to evidence that mergers and acquisitions are rebounding from the slowest pace in six years.

Affiliated Computer Services Inc. jumped 14 percent after Xerox Corp. made its biggest purchase by agreeing to buy the company for $6.4 billion. Abbott Laboratories advanced 3.8 percent on plans to purchase Solvay SA’s pharmaceutical unit and gain control of the TriCor cholesterol drug. Cisco Systems Inc., the largest maker of networking equipment, had the steepest gain in two months as Barclays Plc predicted revenue will increase.

The Standard & Poor’s 500 Index added 1.7 percent to 1,062.56 at 11:53 a.m. in New York. The Dow Jones Industrial Average gained 138.68 points, or 1.4 percent, to 9,803.87. About 333 million shares changed hands on the New York Stock Exchange, 27 percent less than at the same time a week ago as trading slowed for the Yom Kippur holiday.

“We’ve seen a pickup in acquisitions and it’s a very big plus,” said Hugh Johnson, who manages more than $1.6 billion as chairman of Albany, New York-based Johnson Illington. “It’s always good news when you see money come into the market.”

All 10 of the S&P 500’s main industries advanced today, trimming the decline in the index to 0.8 percent since it reached an almost one-year high on Sept. 18. The benchmark gauge for U.S. equities has climbed 57 percent in the past six months, pushing valuations on an earnings basis to the highest level since 2004. Companies in the S&P 500 traded at 20.2 times their profits on Sept. 22, data compiled by Bloomberg show.

M&A

Xerox, the world’s largest maker of high-speed color printers, said it’s buying Affiliated Computer for $63.11 in cash and stock for each Affiliated Computer share, 34 percent more than the closing price on Sept. 25. The purchase will extend Xerox’s reach in the services market as sales of its traditional printing equipment decline.

Affiliated Computer jumped 14 percent to $53.73 for the S&P 500’s biggest gain. Xerox posted the biggest loss in the index with a 16 percent slid to $7.49.

Abbott added 3.8 percent to $49.13. The company’s purchase of Solvay’s pharmaceutical unit will also give Abbott a bigger presence in emerging markets and lower its dependence on the arthritis drug Humira.

Cash Flow

As the economy emerges from the worst recession in 70 years, cash flow may rise from the $1.5 trillion reported by the Commerce Department for the year ended in June, according to data compiled by Credit Suisse Group AG and Bloomberg. Cash relative to share prices will climb to the highest in at least two decades next year compared with yields on corporate bonds, the data show.

The previous high in 2005 preceded the two busiest years ever for takeovers.

Europe’s Dow Jones Stoxx 600 Index jumped 1.6 percent. Germany’s DAX Index advanced 2.4 percent after Chancellor Angela Merkel won re-election with enough support to govern with the pro-business Free Democrats.

The MSCI Asia Pacific Index fell 1.5 percent, led by Japanese exporters as the yen strengthened to an eight-month high.

Cisco rose for the first time in five days, jumping 5.2 percent to $23.80. Barclays raised its recommendation on the company to “overweight” from “equal- weight.”

Insurers Rally

A measure of insurers in the S&P 500 rallied 3.2 percent. Insurance Services Offices Inc. said U.S. property and casualty insurers, a group including Allstate Corp. and Travelers Cos., returned to an underwriting profit in the second quarter, making more on premiums than they paid in expenses and claims.

Americans holding $3.5 trillion in cash are giving money managers increasing confidence that the stock market rally under President Barack Obama will continue through the end of the year. Even after reducing money-market accounts by 11 percent this year, investors have cash equal to 73 percent of S&P 500 companies’ net assets, according to data compiled by the Investment Company Institute and Bloomberg. At the peak of the bull market in 2007, the measure of buying power was 62 percent.

MEMC Electronic Materials Inc. lost 2.3 percent to $16.90. The maker of silicon wafers for solar modules and semiconductors was cut to “hold” from “buy” at Citigroup Inc.

Gander Mountain Co. surged 35 percent to $5.15. The sporting-goods retailer said it will go private, buying out stockholders who own fewer than 30,000 shares for $5.15 a share.

Earnings season starts next week with Alcoa, the first Dow company to release results, scheduled to give third-quarter earnings on Oct. 7. Walgreen Co., Micron Technology Inc. and Constellation Brands Inc. are among the S&P 500 companies set to release reports this week.

… pasar amrik meledak dahsyat jelang tutup bulan ke 9 … biasanya akan berdampak sama pada pasar global juga … termasuk ke Asia dan Indonesia … apalagi investor semakin rame lage saat valuasi sebagian blue-chips cukup terkoreksi murah 280909 … ada ekspektasi baru ihsg kembali ke atas 2400 … liat aja dah …

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