Ben Bernanke mengangkat saham

February 25th, 2009 | husni | berita

ISX di penuhi dengan berita positif pagi ini, FDI naik 61% YoY di Jan ‘09, Kepemilikan property asing untuk jangka waktu 80-90 tahun terus di kaji, lelang SUN kemarin laris manis namun lokal mengambil alih dominasi investor asing dan stimulasi fiskal kembali di tingkatkan menjadi Rp73 triliun. Ini semua berbalik dengan keadaan regional yang mengumumkan deteriasi GDP dan kekacauan system perbankan.

Banking indonesia masih terlalu muda untuk itu. Emas yang gencar di bicarakan beberapa hari sebelumnya tergerus di perdagangan kemarin -2,6% dan minyak steady di level $38/barrel. Indek commodity lainnya juga tidak menunjukan banyak pergerakan, Nickel -3% menjadi $9.570/MT, Tin -3% menjadi $10.795/MT dan CPO +1,4% menjadi 1.866.

US: Bernanke mengangkat saham AS. Saham AS rebound tajam setelah investor ditenangkan oleh Gubernur bank Sentral AS, Ben Bernanke, yang menyatakan bahwa pemerintah tidak merencanakan nasionalisasi bank-bank secara besar-besaran karena nilai bank akan hilang jika pemerintah mengambil alih.
Bernanke memberi peringatan bahwa resesi di AS bisa berlanjut hingga tahun depan namun bank besar akan bertahan tanpa nasionalisasi. Dow Jones meloncat 236,16 poin (+3,3%) ke level 7.350,94 , S&P500 +4,01% dan Nasdaq +3,9%.
Hal ini dipicu dengan penguatan saham perbankan: Bank of America +20,97%, Citigroup +21,5% dan JPMorgan +7,75%. General Motors keangkat +25.42% setelah senator AS, Carl Levin, mengatakan bahwa panel auto task force Obama bertegas untuk tidak membiarkan industri ini bankrut.
Selain itu, American Express +12.1%, Home Depot +10,48% dan Macy’s +12,03%. AIG tergerus -22.64% seiring kabar bahwa dia mengincar dana baru dari pemerintah akibat kerugian besar. Sementara itu, harga rumah keluarga tunggal turun 18,5% YoY di Desember dan indeks kepercayaan konsumen turun ke 25 di Februari dari 37,4 bulan sebelumnya.

Kemarin ISX tergelincir akibat sentimen regional. Investor panik dan penekanan berlanjut di akhir perdagangan. ISX -1,3% menjadi 1.295. Perkiraan hari ini di perjelas dengan ke adaan regional yang rebound di seluruh konter, Nikkei +1% dan STI +1%. Investor yang memiliki disiplin tinggi sangat di butuhkan untuk mengalahkan indek, dan investor yang agresif lebih menghadapi resiko yang lebih besar pada gelombang ini.(sumber:eTrading)
IHSG di perkirakan juga akan terangkat karena indeks AS memperoleh sinyal positif untuk memulihkan perekonomian AS. Kita tahu bahwa indeks amerika sangat berpengaruh terhadap pergerakan indeks asia. Semoga penguatan indeks Dow Jones dapat mengangkat IHSG untuk menuju ke Rp 1.500.

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