US & GLOBAL
•korporasi yang tidak terlalu cerah dan masih kuatnya faktor eksternal yang Bursa saham AS melemah pada Senin awal pekan ini akibat prospek earning
meliputi kekhawatiran para investor. Volume perdagangan tercatat sebagai yang terendah sepanjang 2011 ini. Perkiraan prospek yang kurang
menggembirakan dari operator hotel terkemuka Marriott yang diikuti oleh proyeksi earning kuartal pertama 2011 Halliburton Co yang mengalami
penurunan, kemudian menekan saham-saham consumer. Saham Marriott International pun turun 6,3% sedangkan Halliburton turun 1,9%. Indeks Dow
Jones <. DJI> turun 22,71 poin atau 0,19% ke 12,197.88, S&P500 <. SPX> turun 3,61 poin atau 0,27% ke 1,310.19 dan Nasdaq <. IXIC> turun 12,38 poin atau
0,45% ke 2,730.68.
•Harga emas juga mengalami penurunan seiring penguatan dollar AS terhadap euro (emas cenderung mengikuti pergerakan euro), emas gagal berbalik
menguat meskipun pada akhirnya euro pulih dari keterpurukannya terhadap dollar. Harga spot emas <XAU=> ditutup pada level 1,418.65 USD per troy
ounce, turun dari 1,427.75 USD pada Jumat akhir pekan lalu.
•Harga Crude AS jatuh untuk ke 3-sesi berturut-turut dalam volume perdagangan terendah tahun ini. Pemberontak Libya kembali menduduki wilayah
penting semakin menyulitkan upaya pemulihan pasokan minyak dari negara anggota OPEC tersebut. Minyak Brent London untuk pengiriman Mei <LCOc1>
turun 79 sen ke 114,80 USD per barel, dan Crude AS <CLc1> merosot 1,42 USD ke 103,98 USD per barel.
•Dollar AS melanjutkan penguatannya terhadap yen menyusul naiknya rentang antara imbal hasil produk finansial AS dan Jepang yang mendukung kinerja
dollar AS. Namun analis mengingatkan adanya resiko tekanan terhadap dollar AS jika data ekonomi dirilis dibawah perkiraan. Imbal hasil obligasi ber tenor
2-tahun AS naik menjadi 0,77%, empat basis poin di atas penutupan Jumat dan naik 14 basis poin dalam lima hari terakhir, melebar lebih besar daripada
imbal hasil obligasi Jepang.
•Kondisi tersebut turut mendukung performa dollar AS ke level 81.84 yen <JPY=> yang merupakan level tertinggi sejak 18 Maret, momen pertama intervensi
gabungan antara bank sentral negara-negara G7. Hingga akhir sesi New York, dollar AS tercatat menguat 0,5% ke 81,71 yen.
•Sementara itu euro, berhasil bertahan diatas level psikologis 1.4 <EUR=> seiring persiapan pelaku pasar menghadapi kenaikan suku bunga ECB. Data dari
Departemen Perdagangan AS memperlihatkan bahwa tingkat belanja konsumen naik lebih dari yang diharapkan pada bulan Februari, kenaikan berturut-
turut dalam 8-bulan, namun demikian naiknya harga gas dan harga pangan diperkirakan akan memperlambat pertumbuhan belanja masyarakat pada
kuartal pertama.
•Pelaku pasar memprediksi ECB akan menaikkan suku bunga pada sidangnya 7 April mendatang, pandangan yang memperoleh kepercayaan Senin ketika
Presiden ECB Jean-Claude Trichet mengatakan tingkat inflasi berada di atas target stabilitas bank sentral harga. Kemungkinan naiknya tingkat suku bunga
ECB pada awal bulan depan meredakan kekhawatiran pada turunnya popularitas partai berkuasa Jerman dalam pemilu.
title cover
Tuesday, March 29, 2011
Monday, March 28, 2011
Nikkei falls; nuclear concerns dictate mood
TOKYO (Reuters) - Japan's Nikkei fell on Monday as any optimism from gains on Wall Street was dampened as concerns about a crippled nuclear plant in Japan remained the key focus for investors.
Analysts said that foreigners and short-term investors may still be engaging in ex-dividend date buying as well as dip buying, but domestic investors have probably already closed their positions ahead of the end of the fiscal year in March.
"There is still room to rise as foreign buying on dips is likely to continue although trading may be directionless before the end of the fiscal year," said Hajime Nakajima, a wholesale trader at Cosmo Securities.
At the midday break, the benchmark Nikkei .N225 was down 0.4 percent, or 34.49 points, at 9,501.64. The broader Topix .TOPX was nearly flat at 857.58.
Analysts added that while the market remains sensitive to changes in companies' earnings forecasts before the end of the fiscal year, Japan stocks are still oversold, with the Nikkei trading about 6 percent below its 25-day moving average of 10,062.
"Although investors are alert on news flows related to changes in companies' full-year forecasts and dividend payouts, the fundamental mood should not be that bad thanks to foreign buying," said Yumi Nishimura, a senior market analyst at Daiwa Securities Capital Markets.
Before the market opened on Monday, foreigners were seen placing orders to buy 14.9 million shares, the ninth consecutive day of pre-market buying.
Separately, foreign investors' net buying of Japanese shares reached a record high during the week of March 14, the week after a devastating earthquake hit northeastern Japan, Ministry of Finance data showed, and traders said their buying would continue this week.
Overseas investors bought a net 891 billion yen ($11 billion) of Japanese stocks in the week of March 14-18, the highest since records began in 2005.
The Nikkei is expected to trade between 9,400-9,600 on Monday, analysts said.
"Investors are still having a difficult time trying to figure out which Nikkei levels seem 'reasonable'. The 9,500-level may continue to be the key level until there are clear signs that manufacturers will resume normal operations and nuclear power concerns are stabilized," said Yoshinori Nagano, a senior strategist at Daiwa Asset Management.
JFE Holdings Inc (5411.T) climbed 2.7 percent to 2,427 yen after the Nikkei business daily reported that its JFE Steel Corp will boost output of materials for temporary housing by about 70 percent by extending operating hours at a Kobe facility that makes lightweight steel H-beams.
Tokyo Electric Power Co (9501.T) nosedived 15 percent to 720 yen after it became clear over the weekend that Japan faces a protracted struggle to bring the company's quake-stricken nuclear plant under control.
Tokyo Gas (9531.T) gained 3.0 percent to 375 yen after the company hiked its net profit forecast for the business year to March 31 to 98 billion yen ($1.21 billion) from 71 billion yen on a jump in demand from factories in January and February and an increase in gas use by households due to a cold winter.
Analysts said that foreigners and short-term investors may still be engaging in ex-dividend date buying as well as dip buying, but domestic investors have probably already closed their positions ahead of the end of the fiscal year in March.
"There is still room to rise as foreign buying on dips is likely to continue although trading may be directionless before the end of the fiscal year," said Hajime Nakajima, a wholesale trader at Cosmo Securities.
At the midday break, the benchmark Nikkei .N225 was down 0.4 percent, or 34.49 points, at 9,501.64. The broader Topix .TOPX was nearly flat at 857.58.
Analysts added that while the market remains sensitive to changes in companies' earnings forecasts before the end of the fiscal year, Japan stocks are still oversold, with the Nikkei trading about 6 percent below its 25-day moving average of 10,062.
"Although investors are alert on news flows related to changes in companies' full-year forecasts and dividend payouts, the fundamental mood should not be that bad thanks to foreign buying," said Yumi Nishimura, a senior market analyst at Daiwa Securities Capital Markets.
Before the market opened on Monday, foreigners were seen placing orders to buy 14.9 million shares, the ninth consecutive day of pre-market buying.
Separately, foreign investors' net buying of Japanese shares reached a record high during the week of March 14, the week after a devastating earthquake hit northeastern Japan, Ministry of Finance data showed, and traders said their buying would continue this week.
Overseas investors bought a net 891 billion yen ($11 billion) of Japanese stocks in the week of March 14-18, the highest since records began in 2005.
The Nikkei is expected to trade between 9,400-9,600 on Monday, analysts said.
"Investors are still having a difficult time trying to figure out which Nikkei levels seem 'reasonable'. The 9,500-level may continue to be the key level until there are clear signs that manufacturers will resume normal operations and nuclear power concerns are stabilized," said Yoshinori Nagano, a senior strategist at Daiwa Asset Management.
JFE Holdings Inc (5411.T) climbed 2.7 percent to 2,427 yen after the Nikkei business daily reported that its JFE Steel Corp will boost output of materials for temporary housing by about 70 percent by extending operating hours at a Kobe facility that makes lightweight steel H-beams.
Tokyo Electric Power Co (9501.T) nosedived 15 percent to 720 yen after it became clear over the weekend that Japan faces a protracted struggle to bring the company's quake-stricken nuclear plant under control.
Tokyo Gas (9531.T) gained 3.0 percent to 375 yen after the company hiked its net profit forecast for the business year to March 31 to 98 billion yen ($1.21 billion) from 71 billion yen on a jump in demand from factories in January and February and an increase in gas use by households due to a cold winter.
Friday, March 25, 2011
Headline News 25.03.11
US & GLOBAL
•
k o rpo ras i dan mar ak ny a pe mbe li an s ah am o le h i nv e sto r p ad a s aham- sah am
Bu rs a s aham A S be rha si l m en guat pad a s es i K ami s se iri ng op tim is me akan memb ai knya
e arn ing
ber per f orm a ter bai k yang ke mud ian men gan gkat in de ks S& P 50 0 di atas l evel t ekni s p en tin g. Saham- sah am s emi kon du ktor men jad i s ala h s atu s ek to r d enga n pe rfor ma te rba ik
dan tur ut m emb antu men gan gkat k i ner ja N asd aq s ete lah M ic ro n Te ch no lo gy In c men c atat l aba k uart alan yan g mel amp aui pro y ek s i an al is . P ert umb uh an l aba k orp or asi se ca ra
lu as d ih arap kan da pat m emb antu pas ar me ngat asi k ek haw ati ran ten tang ke rus uh an d i Ti mur Ten gah d an A fri ka Utara d an k r is is J epa ng tah un i ni . I nd eks Dow Jon es < . DJI > nai k
84, 54 p oin a tau 0, 70 % ke 1 2, 170 . 56, S & P5 00 <S PX . > n aik 12 ,1 2 p oi n atau 0 ,9 3% ke 1, 30 9. 66 dan N asd aq <. I XI C > n aik 38 ,1 2 p oi n atau 1 ,4 1% k e 2, 736 . 42.
•
Harga mi ny a k d an em as s edi k it m ele mah m enyu su l aks i amb il un tun g p el aku p asar s ete lah har ga ko mo di tas t ers ebu t be rhas i l men emb us leve l
res is ta nc e
tekn is . Har ga C ru de A S
<CL c 1> tu ru n 15 s en ke 10 5, 60 US D pe r bare l. Mi ny ak me ntah B re nt L on do n <L CO c1 > n ai k 17 s en k e 1 15, 72 U SD p er ba rel d i ten gah k e k haw ati ran t ent ang pas oka n mi ny ak L ibi a
set ela h b er ita ba hw a s eb uah j et tem pur P ran ci s - ya ng meru paka n bagi an dar i koal is i PB B - tel ah men ghan c urka n pes aw at Li bi a.
•
in v es tor s eb agai me kani sme am bi l un tun g. S eb el umn y a e mas s emp at men c etak
Harga ema s jat uh s etel ah b erh asi l men gua t ke re kor ter tin ggi , di tun j ang ol eh ak s i
tec hn ic al s el li ng
rek o r l eve l ter tin ggi s epa nj ang mas a di 1 ,4 47 .40 USD p er tr oy ou nc e, di duku ng o leh kekha wat iran akan ko ndi s i hu tang d i Un i-Er op a, k ek e ras an di Timu r Ten gah d an A fri ka U tara,
dan ket akuta n atas i nfl asi . Har ga s po t emas < XA U=> tu run 0 ,3 % k e 1, 432 .3 5 USD p er ou nc e.
•
Eur o b erh as il me ngu at t erh ada p d ol la r A S dit op ang ol eh op ti mis me bah w a p emi mpi n-p emi mp in Un i-E rop a a kan mamp u men gend al ikan k ri si s po li ti k d an utan g d i Po rtu gal.
Jatu hny a p emer in tah Po rtu gal me ny us u l pen gun du ran d iri P erd ana M ent eri S o c rates d ip re di ks i akan m enj ad i is u utam a yan g men dom in asi p er temu an pu nc ak par a p emi mpi n Un i
Ero pa pad a h ari K ami s dan Ju mat in i, d im ana p emer in taha n Li sb on b erad a dal am tek an an k uat un tu k me nc ari p aket ba il out d ari l uar.
•
Eur o te rc atat m engu at 0 .6 % k e 1. 417 1 s etel ah sem pat n ai k hi ngga 1 .4 220 . Sebe lu mnya e uro s emp at an jl ok h in gga 1, 40 53 s ete lah le mba ga pe meri ngka t Mo od y 's men ur un k an
per in gkat 3 0 b ank S p any o l den gan sat u h in gga d ua der aja t. Semen tar a it u F i tc h ju ga me moto ng per in gkat k r edi t P or tugal s eba nyak d ua tin gkat d an men ggari sb aw ahi b ahw a
ris ik o p emb iaya an P or tuga l n aik se tel ah parl em en gagal mel ol os kan la ngkah- lan gkah kon so li das i f is k al da n P erd ana Me nte ri men gun du rk an di ri . Par a p emi mpi n Ero pa
di per kirak an tid ak akan m enga mbi l kepu tu san me ngen ai pe ngu atan d ana bai lo ut zo na eu ro pad a p ert emu an pun c ak mi ng gu i ni , da n d it und a h in gga Jun i m end atan g. A na lis
memp erki rakan p er ke mba ngan i ni s eb enar ny a c end eru ng ne gati f, mes kip un t ida k s erta me rta ak an me mic u ak s i ju al pa da eur o.
•
Kua tnya kin erj a e uro d id uku ng o le h eksp ektas i k en aik an s uk u b ung a EC B bu lan A pr il men da tang un tuk men ahan t ekana n i nfl as i. K ond is i in i ( ji k a te rj adi ) akan me ni ngkat kan
di feren si as i im bal h asi l an tara Er op a d an A mer ika, dim ana Th e Fed akh ir-a khi r i ni men egas k an ak an me mp ertah anka n su k u bu nga ti ngkat yan g san gat ren dah u nt uk jan gk a wa k tu
A me rik a un tuk b ul an Febr uar i me ngal ami p enu run an cu kup taj am, me ngi nd ikas i kan
yang b el um di ten tukan . Data K ami s 2 4 M are t me nun j ukkan
D ura bl e Go ods Or ders
per lamb atan p ada s ektor m anu faktur . Terh ad ap y en, d ol lar A S c en de run g fl at dan d itu tup d il evel 8 0, 97 yen <JP Y=>, a k si i nte rv en si gab un gan hi ngga s aat i ni c u kup be rha si l
men ahan v o lat il ita s y en. P el aku pas ar di pe rkir akan mas ih a kan mew as pad ai aks i
in terv e ns i lan ju tan j ik a do ll ar tur un d i baw ah 80 yen .
•
k o rpo ras i dan mar ak ny a pe mbe li an s ah am o le h i nv e sto r p ad a s aham- sah am
Bu rs a s aham A S be rha si l m en guat pad a s es i K ami s se iri ng op tim is me akan memb ai knya
e arn ing
ber per f orm a ter bai k yang ke mud ian men gan gkat in de ks S& P 50 0 di atas l evel t ekni s p en tin g. Saham- sah am s emi kon du ktor men jad i s ala h s atu s ek to r d enga n pe rfor ma te rba ik
dan tur ut m emb antu men gan gkat k i ner ja N asd aq s ete lah M ic ro n Te ch no lo gy In c men c atat l aba k uart alan yan g mel amp aui pro y ek s i an al is . P ert umb uh an l aba k orp or asi se ca ra
lu as d ih arap kan da pat m emb antu pas ar me ngat asi k ek haw ati ran ten tang ke rus uh an d i Ti mur Ten gah d an A fri ka Utara d an k r is is J epa ng tah un i ni . I nd eks Dow Jon es < . DJI > nai k
84, 54 p oin a tau 0, 70 % ke 1 2, 170 . 56, S & P5 00 <S PX . > n aik 12 ,1 2 p oi n atau 0 ,9 3% ke 1, 30 9. 66 dan N asd aq <. I XI C > n aik 38 ,1 2 p oi n atau 1 ,4 1% k e 2, 736 . 42.
•
Harga mi ny a k d an em as s edi k it m ele mah m enyu su l aks i amb il un tun g p el aku p asar s ete lah har ga ko mo di tas t ers ebu t be rhas i l men emb us leve l
res is ta nc e
tekn is . Har ga C ru de A S
<CL c 1> tu ru n 15 s en ke 10 5, 60 US D pe r bare l. Mi ny ak me ntah B re nt L on do n <L CO c1 > n ai k 17 s en k e 1 15, 72 U SD p er ba rel d i ten gah k e k haw ati ran t ent ang pas oka n mi ny ak L ibi a
set ela h b er ita ba hw a s eb uah j et tem pur P ran ci s - ya ng meru paka n bagi an dar i koal is i PB B - tel ah men ghan c urka n pes aw at Li bi a.
•
in v es tor s eb agai me kani sme am bi l un tun g. S eb el umn y a e mas s emp at men c etak
Harga ema s jat uh s etel ah b erh asi l men gua t ke re kor ter tin ggi , di tun j ang ol eh ak s i
tec hn ic al s el li ng
rek o r l eve l ter tin ggi s epa nj ang mas a di 1 ,4 47 .40 USD p er tr oy ou nc e, di duku ng o leh kekha wat iran akan ko ndi s i hu tang d i Un i-Er op a, k ek e ras an di Timu r Ten gah d an A fri ka U tara,
dan ket akuta n atas i nfl asi . Har ga s po t emas < XA U=> tu run 0 ,3 % k e 1, 432 .3 5 USD p er ou nc e.
•
Eur o b erh as il me ngu at t erh ada p d ol la r A S dit op ang ol eh op ti mis me bah w a p emi mpi n-p emi mp in Un i-E rop a a kan mamp u men gend al ikan k ri si s po li ti k d an utan g d i Po rtu gal.
Jatu hny a p emer in tah Po rtu gal me ny us u l pen gun du ran d iri P erd ana M ent eri S o c rates d ip re di ks i akan m enj ad i is u utam a yan g men dom in asi p er temu an pu nc ak par a p emi mpi n Un i
Ero pa pad a h ari K ami s dan Ju mat in i, d im ana p emer in taha n Li sb on b erad a dal am tek an an k uat un tu k me nc ari p aket ba il out d ari l uar.
•
Eur o te rc atat m engu at 0 .6 % k e 1. 417 1 s etel ah sem pat n ai k hi ngga 1 .4 220 . Sebe lu mnya e uro s emp at an jl ok h in gga 1, 40 53 s ete lah le mba ga pe meri ngka t Mo od y 's men ur un k an
per in gkat 3 0 b ank S p any o l den gan sat u h in gga d ua der aja t. Semen tar a it u F i tc h ju ga me moto ng per in gkat k r edi t P or tugal s eba nyak d ua tin gkat d an men ggari sb aw ahi b ahw a
ris ik o p emb iaya an P or tuga l n aik se tel ah parl em en gagal mel ol os kan la ngkah- lan gkah kon so li das i f is k al da n P erd ana Me nte ri men gun du rk an di ri . Par a p emi mpi n Ero pa
di per kirak an tid ak akan m enga mbi l kepu tu san me ngen ai pe ngu atan d ana bai lo ut zo na eu ro pad a p ert emu an pun c ak mi ng gu i ni , da n d it und a h in gga Jun i m end atan g. A na lis
memp erki rakan p er ke mba ngan i ni s eb enar ny a c end eru ng ne gati f, mes kip un t ida k s erta me rta ak an me mic u ak s i ju al pa da eur o.
•
Kua tnya kin erj a e uro d id uku ng o le h eksp ektas i k en aik an s uk u b ung a EC B bu lan A pr il men da tang un tuk men ahan t ekana n i nfl as i. K ond is i in i ( ji k a te rj adi ) akan me ni ngkat kan
di feren si as i im bal h asi l an tara Er op a d an A mer ika, dim ana Th e Fed akh ir-a khi r i ni men egas k an ak an me mp ertah anka n su k u bu nga ti ngkat yan g san gat ren dah u nt uk jan gk a wa k tu
A me rik a un tuk b ul an Febr uar i me ngal ami p enu run an cu kup taj am, me ngi nd ikas i kan
yang b el um di ten tukan . Data K ami s 2 4 M are t me nun j ukkan
D ura bl e Go ods Or ders
per lamb atan p ada s ektor m anu faktur . Terh ad ap y en, d ol lar A S c en de run g fl at dan d itu tup d il evel 8 0, 97 yen <JP Y=>, a k si i nte rv en si gab un gan hi ngga s aat i ni c u kup be rha si l
men ahan v o lat il ita s y en. P el aku pas ar di pe rkir akan mas ih a kan mew as pad ai aks i
in terv e ns i lan ju tan j ik a do ll ar tur un d i baw ah 80 yen .
Nikkei rises on foreign buying, ex-dividend date eyed
TOKYO (Reuters) - The Nikkei share average rose on Friday, helped by buying by foreigners as they took heart from gains in U.S. stocks on optimism about forthcoming earnings reports, although they will continue cautiously monitoring developments at Japan's troubled nuclear power plant.
Foreign investors' net buying of Japanese shares reached a record high in the week after a devastating earthquake hit northeastern Japan, Ministry of Finance data showed, while Japanese investors bought foreign bonds despite widespread speculation that they would repatriate funds.
Overseas investors bought a net 891 billion yen ($11 billion) in Japanese stocks in the week of March 14-18, the highest since records began in 2005.
Some analysts said that foreign buying may continue before the ex-dividend date on March 28.
"There was selling pressure around the 9,500-mark (in the past few days), but we may see the index top this level, supported by buying by investors who want dividends," said Hideyuki Okoshi, general manager at Chibagin Securities.
Analysts also said the overall market got a lift as investors bought on dips, with some technical indicators showing that Japanese stocks are heavily oversold.
The Nikkei is now trading about 6 percent below its 25-day moving average at 10,115.
"Also, more than 60 percent of stocks on the Tokyo stock exchange's main board are trading below their book value, so it's time to buy back shares while watching problems at the nuclear plant carefully," said Hiroichi Nishi, general manager at Nikko Cordial Securities.
At the midday break, the benchmark Nikkei average .N225 was up 1.0 percent, or 94.13 points, at 9,529.14. The broader Topix gained 0.5 percent to 858.07. The Nikkei is expected to trade between 9,450 and 9,650 on Friday, analysts said.
"(In the medium term), psychological support is seen around 9,000, while there may be more room to rise as far as 9,800, which is near the 200-day moving average," said Mitsushige Akino, chief fund manager at Ichiyoshi Investment Management.
On Friday morning, the Nikkei's 200-day moving average was at 9,822.
Construction equipment makers were higher on expectations of reconstruction-related demand as well as higher resource prices. Komatsu Ltd (6301.T) rose 4.5 percent to 2,790 yen and Hitachi Construction (6305.T) gained 0.4 percent to 2,044 yen.
Shares in food processor Nichirei (2871.T) jumped 3.6 percent to 348 yen after the Nikkei business daily reported it would join forces with the Itochu group (8001.T) in the frozen-food business, taking on most of the lost production at a tsunami-damaged factory operated by an Itochu subsidiary in northern Japan.
Sony Corp (6758.T) gained 3.7 percent to 2,643 yen after Deutsche Securities raised its rating on the stock to "buy" from "hold" on expectations of rising sales in its chip and gaming businesses. ($1 = 80.985 Japanese Yen)
Foreign investors' net buying of Japanese shares reached a record high in the week after a devastating earthquake hit northeastern Japan, Ministry of Finance data showed, while Japanese investors bought foreign bonds despite widespread speculation that they would repatriate funds.
Overseas investors bought a net 891 billion yen ($11 billion) in Japanese stocks in the week of March 14-18, the highest since records began in 2005.
Some analysts said that foreign buying may continue before the ex-dividend date on March 28.
"There was selling pressure around the 9,500-mark (in the past few days), but we may see the index top this level, supported by buying by investors who want dividends," said Hideyuki Okoshi, general manager at Chibagin Securities.
Analysts also said the overall market got a lift as investors bought on dips, with some technical indicators showing that Japanese stocks are heavily oversold.
The Nikkei is now trading about 6 percent below its 25-day moving average at 10,115.
"Also, more than 60 percent of stocks on the Tokyo stock exchange's main board are trading below their book value, so it's time to buy back shares while watching problems at the nuclear plant carefully," said Hiroichi Nishi, general manager at Nikko Cordial Securities.
At the midday break, the benchmark Nikkei average .N225 was up 1.0 percent, or 94.13 points, at 9,529.14. The broader Topix gained 0.5 percent to 858.07. The Nikkei is expected to trade between 9,450 and 9,650 on Friday, analysts said.
"(In the medium term), psychological support is seen around 9,000, while there may be more room to rise as far as 9,800, which is near the 200-day moving average," said Mitsushige Akino, chief fund manager at Ichiyoshi Investment Management.
On Friday morning, the Nikkei's 200-day moving average was at 9,822.
Construction equipment makers were higher on expectations of reconstruction-related demand as well as higher resource prices. Komatsu Ltd (6301.T) rose 4.5 percent to 2,790 yen and Hitachi Construction (6305.T) gained 0.4 percent to 2,044 yen.
Shares in food processor Nichirei (2871.T) jumped 3.6 percent to 348 yen after the Nikkei business daily reported it would join forces with the Itochu group (8001.T) in the frozen-food business, taking on most of the lost production at a tsunami-damaged factory operated by an Itochu subsidiary in northern Japan.
Sony Corp (6758.T) gained 3.7 percent to 2,643 yen after Deutsche Securities raised its rating on the stock to "buy" from "hold" on expectations of rising sales in its chip and gaming businesses. ($1 = 80.985 Japanese Yen)
Thursday, March 24, 2011
Headline News 24.03.11
U.S. & GLOBAL |
• |
Bursa saham AS ditutup menguat ditopang oleh kenaikan saham-saham material, namun kenaikan harga komoditas dunia akibat gejolak di Timur Tengah dan Afrika |
Utara diperkirakan akan menahan laju penguatan bursa. Sebanyak 7.01 miliar lembar saham yang berpindah tangan pada New York Stock Exchange, American Stock |
Exchange dan Nasdaq - dibawah rata-rata harian 8.07 miliar. Sementara itu harga minyak yang tinggi akan menaikkan keuntungan perusahaan-perusahaan energi, tapi |
di sisi lain akan memiliki efek pada pertumbuhan ekonomi dalam jangka waktu kedepan. Indeks Dow Jones <. DJI> naik 67,39 poin atau 0,56% ke 12,086.02, S&P500 |
<SPX.> naik 3,77 poin atau 0,29% ke 1,297.54 dan Nasdaq <. IXIC> naik 14,43 poin atau 0,54% ke 2,698.30. |
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Harga emas naik mendekati level all-time highnya ditopang oleh rilis data new home sales AS yang mencapai level terendah yang kemudian kembali mencuatkan |
ekspektasi perpanjangan kebijakan akomodatif dari The Fed. Emas juga mendapat sokongan dari kemungkinan jatuhnya pemerintah Portugis yang menghidupkan |
kembali kekhawatiran hutang kawasan Uni-Eropa. Harga spot emas <XAU=> naik 0,7% ke 1,439.60 USD per ounce, mendekati level tertinggi sepanjang sejarah di |
1444.40 USD per troy ounce (high 07 Maret). |
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Harga minyak mentah AS ditutup dilevel tertinggi dalam kurun 2-1/2 tahun terakhir menyusul serangan roket Palestina terhadap Israel yang semakin meningkatkan |
risiko geopolitik Timur Tengah. Harga minyak mentah Crude AS untuk pengiriman Mei <CLc1> naik 78 sen ke 105,75 USD per barel, menandai penutupan tertinggi |
sejak September 2008. Di London, minyak mentah berjangka Brent pengiriman Mei <LCOc1> turun tipis 15 sen ke 115,55 USD per barel setelah sempat naik hingga |
116,40 USD. |
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Euro melemah terhadpa mata uang utama dunia lainnya, tertekan kekhawatiran bahwa Portugis akan memerlukan bailout seiring penolakan pengetatan anggaran |
pemerintah oleh Parlemen, yang kemungkinan akan menyebabkan keruntuhan pemerintah. Perdana Menteri Jose Socrates mengatakan ia akan mengundurkan diri |
jika rencana tersebut gagal dan Portugis kemungkinan besar akan terpaksa untuk mencari bantuan asing. |
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Euro melanjutkan pelemahannya pasca berita Portugis tersebut, meskipun investor masih belum yakin seberapa besar pasar menyerap sentimen Portugis tersebut ke |
dalam euro saat ini. Sebelumnya, seorang juru bicara dari IMF mengatakan Portugal tidak meminta program pinjaman dari IMF, pemerintah Lisbon juga menolak |
spekulasi sedang melakukan pembicaraan dengan IMF. Euro <EUR=> terakhir turun 0,6% terhadap dollar AS ke 1,4105. |
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Mayoritas investor memperkirakan penurunan euro akan tertahan oleh tingginya ekspektasi kenaikan tingkat suku bunga zona euro. Prospek suku bunga yang lebih |
tinggi, dikombinasikan dengan proyeksi bahwa para pembuat kebijakan Eropa mempunyai kemauan untuk menyelesaikan krisis utang, diharapkan untuk menjaga |
euro dikisaran level 1.40. Yang turut menambah sentimen bearish euro adalah adanya dokumen yang menunjukkan pemimpin Eropa akan memutuskan bagaimana |
meningkatkan dana talangan mereka baru pada Juni mendatang, bukan pada Euro Summit pekan ini. |
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Sterling tercatat turun 0,8% ke 1,6242 <GBP=> tertekan pemangkasan proyeksi pertumbuhan Inggris dan naiknya target hutang. Dollar AS turun 0,1% terhadap yen ke 80,85 <JPY=>, dimana pasar masih waspada terhadap intervensi oleh otoritas uG7 ntuk mengekang penguatan yen |
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