Riffrag Business & Finance Report

JAKARTA – Be careful, last weekend the U.S. stock index plummeted because of economic adi country’s power is not improved. Usually, this sentiment will terrefleksi in early trading last week at the regional exchanges, including stock price composite index (JCI) in Indonesia Stock Exchange (BEI).

Dow Jones, for example terkan 146.70 points, or 1.22 percent to 11,893.69. So with the Nasdaq, this index closed lower 8.01 points, or 0.36 percent to 2212.49.

Optima Securities analyst Ikhsan Binarto said, although at the end of trading last week strengthened JCI, JCI destabilizing potential open enough. For technical dead cross pattern.

Meanwhile, the arrest rate at the level of BI 8 percent will not make a positive sentiment. Panahanan because interest rates are consistent with market assumptions.

JCI on trading today, Monday (10/3/2008), will move in 2640-2670 range with pillihan shares of PT Perusahaan Gas Negara Tbk (PGAS), PT Bumi Resources Tbk (BUMI), PT Bank Central Asia Tbk ( BBCA), PT United Tractors Tbk (UNTR) and PT Antam Tbk (ANTM)

JAKARTA – At the upcoming 2010 will be many challenges for stock investors. At least, there are five challenges that must be observed. If not able to make investors dizzy.

First, political factors, in which the coalition government was not as strong as expected. The government is also still struggling with the case of Century and the possibility of cases that hit Indonesia in the front.

As at February 2010, is expected to appear results Century Bank case. However, investors and the market must get ready to anticipate the results that came out later.

“If the results do not match, please heartburn market. If this happens, we’ll see where the officials who were victims. Or such a solution versus alligator lizard, suddenly disappeared from circulation,” said PT Bhakti Securities analyst Budi Ruseno, when exposure Outlook 2010, the MNC Tower, Jakarta, Wednesday (23/12/2009) afternoon.

Second, the existence of free markets-China Indonesia. Began in January 2010, ASEAN includes Indonesia will perform a free market with China. Where the impact will not immediately appear immediately, and predicted a new look at III/IV-2010 quarter.

“Remember, China 2008-2009 time poured massive stimulus. The result is a product of China’s abundant, excess inventory will be disposed of in various developing countries, including Indonesia,” he explained.

The effect, manufacturers increasingly uncompetitive Indonesia, crushed China products, factory closures, unemployment rises, until the worst scenario when a protracted social instability occurs.

Third, rising interest rates. We have the Fed lower interest rates apply 0-0,25 percent. As the economic recovery, inflation will increase, and the Fed will raise interest rates, could in the first or second quarter of 2010.

“We have signs already visible. U.S. dollar strengthened and commodities drop. In the long term rise in interest rates good for the U.S., but in the short term will result in capital outlow from countries outside the United States, including Indonesia,” he said.

Fourth, after the Fed raised interest rates, must Bank Indonesia (BI) will also raise interest rates to reduce interest rate spreads. Moreover, domestic inflation in 2010 is estimated much higher.

Fifth, price increases (fuel, LPG, electricity, etc.). After the delay is expected the government would raise the price in 2010. “It is estimated that in the II-III quarter of 2010, usually after Lebaran. This would trigger inflation and raise interest rates medicine,” he said.

Therefore, he predicts the prospect of JCI in 2010 was still quite good. But with pretty good potential for correction. “Unlike 2009, which increased fairly stable, JCI 2010 more volatile,” he concluded.

JAKARTA – UBS Investment Research recommends seven issuers to choose from investors for the collection, in which there are four sectors of interest to glance.

“Sectors which attract the infrastructure, banking, cement, and property,” said Head of Research UBS Joshua Tanja, at the Four Season Hotel, Kuningan, Jakarta, Tuesday (9/3/2010).

The shares of PT Perusahaan Gas Negara Tbk (PGAS), PT Astra International Tbk (ASII), PT Bank Rakyat Indonesia Tbk (BBRI), PT Bank Mandiri Tbk (BMRI), PT Summarecon Agung Tbk (SMRA), PT Holcim Indonesia Tbk (SMCB), and PT Adaro Energy Tbk (ADRO).

Based on data projection UBS, the target price for PGAS at the end of the year will reach Rp5.000 with PE 12.7 x and dividend yield of 3.1 percent. While the price target to reach Rp46.500 ASII with PE and 12.3 x 2.7 percent dividend yield.

While BBRI target price reached Rp9.400 with PE 11.6 x and dividend yield of 2.5 percent, BMRI with a target price reached Rp5.750 with PE 11.9 v and dividend yield of 2.4 percent.

In addition to the target price SMRA with PE Rp900 x 34.1 percent and 0.4 percent dividend yield, with a target price SMCB with PE Rp2.300 X 14.9 and dividend yield of zero percent, and with a target price ADRO Rp2.700 with PE 15 , 1x and dividend yield of 3.2 percent

Hinwil – Finally, BMW decided to sell the shares back to Peter Sauber. Practically, this makes the future with Team Sauber Formula One (F1) was saved.

The future based on it’s time Hinwil questionable. It happened since BMW announced no action to compete in F1 in the past July 29, 2009 due to financial crisis.

Sauber admitted relieved to get back its shares, “I am very happy that we finally managed to find the best solution,” said Sauber F1Live as quoted on Sunday (29/11/2009).

“That means, we can maintain the team’s headquarters in Hinwil. I believe this new team has a bright future in Formula One. The transformation of the current with the new conditions will benefit the team,” he continued.

“Our staff is very competent and motivated and I’m looking forward to this new challenge. I want to thank BMW for four years with our success,” he said.

One of the BMW board member Klaus Draeger Dr solution also glad this happened. “This is very important to the success of these teams. Working together we are very satisfied,” Draeger said.

“We also want to thank Peter Sauber and the entire team for working together during the last four years this extraordinary place,” he said.

A number of indices in the U.S. stock market recorded a profit outlook following a global economic recovery strengthened after China’s import data record into evidence.

A total of 30 of total 47 index of Wall Street are monitored by Bloomberg verdant. The Dow Jones Industrial Average rose 0.43% to as low as 10,663.99 at the close of the afternoon New York time.

Index Standard & Poor’s 500 rose 0.17% to as low as 1146.98, the highest in six trading days. This index has risen 2.9% since December 31, 2009, the beginning of the best years since 2006. Stock index rose after Alcoa Inc., the largest aluminum producer in the U.S., rose 2.5% before the financial report came out before the closure kuartalannya exchanges. Performance of the company missed analyst estimates.

Caterpillar Inc. shares jumped 6.3% following the trade data with China. Citigroup Inc. shares climbed 1.1% after the Saudi Arabian billionaire Prince Alwaleed bin Talal, who is the biggest individual shareholder in the company, said the worst was over for the bank’s third-largest by assets in the country.

“Aeda economic momentum, and there is momentum [announcement] net profit issuers. Financier revise their estimate of real GDP growth during the quarter IV/2009, means the net income number would also be better. If sales rose, the profit machine back to work again, “said James Paulsen, who manages funds worth U.S. $ 375 billion as chief investment strategist at Wells Capital Management in Minneapolis.