1NVEST0R MAND1R1 maen SAHAM bener

belajar MANDIRI, akan JAUH LEBE SUKSES (SEJAK 210809)

overweight on Indonesian stocks … 200110 20 Januari 2010

Filed under: Investasi Umum — bumi2009fans @ 8:09 pm

IHSG Naik 43%, Laba Emiten Capai Rp124 T
Headline
inilah.com/Agung Rajasa
Oleh: Agustina Melani
Pasar Modal – Senin, 29 November 2010 | 13:19 WIB

INILAH.COM, Jakarta – Kenaikan Indeks Harga Saham Gabungan (IHSG) mencapai 43% pada 2010 diikuti oleh tingkat keuntungan dari 374 emiten yang mencapai Rp124 triliun pada 2010.

Hal itu disampaikan Direktur Penilaian Perusahaan Bursa Efek Indonesia (BEI) Eddy Sugito dalam paparan Economic Outlook 2011 “Memanfaatkan Momentum Investasi dan Ekspansi”, Senin (29/11). “Kenaikan indeks diikuti dengan kenaikan fundamental emiten sehingga kita benar-benar tumbuh, ada kenaikan 25% dari profitable yang diraih emiten,” kata Eddy.

Sekitar 374 emiten meraih untung mencapai Rp124 triliun pada 2010 bila dibandingkan pada 2009 mencapai Rp99 triliun. Selain itu, kenaikan IHSG juga diikuti dengan keterlibatan investor lokal di pasar modal Indonesia.

“Investor ritel dan fund manager lokal juga tumbuh kuat. Saat ini perbandingan asing dan lokal cukup berimbang sekitar 50 berbanding 50. Local player memainkan peran cukup kuat,” ujar Eddy. [hid]

7 December 2009, 11:03 WIB (GMT+7)
Sharp Fokus : Dekade
DANAREKSA.com
We win one against the head! As we move from the ‘noughties’ (2000s) into the ‘tens’ (2010s), Indonesian stocks are well positioned to perform. In a sign of what is to come, the 2000s was the first decade Indonesian shares outperformed the world’s largest market, the US. Still, the ten year increase in our stocks was just 75% in USD terms; we can do much better over the next ten years.

Valuations are still attractive – as the JCI is trading at just 10.8x 2011 PE – and earnings growth in 2010 is expected to be a healthy 20% we remain overweight on Indonesian equities. Although we are just shy of our YE09 target of 2,700, we raise our YE10 index target to 3,300 or 17x 2010 PE, 14.7x 2011 PE. We have five key predictions for the year ahead.

Investment Grade. We predict Indonesia’s credit rating will return to investment grade from the current two notches below. This is based on two indicators returning to where they were the last time we were investment grade in the 90s: the debt to GDP ratio and the balance of payments surplus. A return to investment grade will help reduce interest rates and strengthen the currency.

GDP growth at new highs. We already expect 6% growth this quarter and predict by the end of next year, our growth will be faster than either India’s or China’s, putting Indo in front – ‘Indochina’! The economy is picking up faster than at any other time this decade. Faster growth will mean positive earnings surprises – just like this year.

Sebastian Sharp

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