Setelah posting rekap bursa saham Cina ( http://groups.yahoo.com/group/saham/message/102879), berikut rekap bursa saham Eropa (Inggris):
Bloomberg: U.K. stocks fell, halting the FTSE 100 Index<http://www.bloomberg.com/apps/quote?ticker=UKX:IND>’s three-week gain, as investors speculated unrest in Libya will cause energy prices to climb, curbing economic growth. *Bank shares fell* as demand for overnight loans from the European Central Bank remained elevated for a third day. Barclays Plc<http://www.bloomberg.com/apps/quote?ticker=BARC:LN>and Royal Bank of Scotland Group Plc<http://www.bloomberg.com/apps/quote?ticker=RBS:LN>slipped. Apa gerangan yang akan terjadi 4 Maret minggu depan ketika dan jika Bank Indonesia menaikkan alternatif atau kumulatif GWM 25 basis poin dan BI rate sampai dengan 50 basis poin? "-Jika inflasi inti ditekan hingga 3,1%, maka kemungkinan BI rate bisa lebih dari 6,75%" kata Endy Dwi Tjahyono, Direktorat Riset Ekonomi & Kebijakan Moneter BI, Sabtu (19/2). Bahkan, Endy bilang, suku bunga nantinya akan naik lebih dari 50 basis poin, dan akan menurunkan pertumbuhan ekonomi dibawah 6%.-" ( http://keuangan.kontan.co.id/v2/read/Keuangan/59376/Tekan-inflasi-inti-ke-31-suku-bunga-bisa-naik-di-atas-50-basis-poin ) "-Bank Indonesia is expected to raise interest rates in March by 25 basis points,” said Joanna Tan, a regional economist at Forecast Singapore Pte.-" ( http://www.bloomberg.com/news/2011-02-21/rupiah-baht-lead-gains-in-asian-currencies-as-inflation-pressure-builds.html ) Implikasi terhadap pilihan saham? Pada awal 2008 lalu ketika inflasi harga-harga konsumer di AS naik mencapai 4%, dan 1/3 kenaikan disumbang oleh 'headline inflation' (fuel & food), kurang lebih kondisi yang miripi-mirip Indonesia saat ini, Joe Fisher, manajer portofolio, pada Fifth Third Asset Management, menyarankan sektor investasi saham tertentu yang aman dan apa yang perlu dijauhi dalam situasi 'inflationary' seperti itu. "-He says the winning trend has remained the same for most of this decade: "Energy, raw materials and most industrial companies have had pricing power and haven't had to sacrifice revenue growth," Fisher said. Consolidated *energy and coal are sure winners*: they're driven by global demand; and coal, in particular, can raise prices even above the increases enacted by the railroad companies that transport it. *Sectors to avoid*? Fisher warns against *financials and tech stocks*.-" http://www.cnbc.com/id/24159632/Inflation_Fighters_Three_Stock_Picks Penyesuaian terhadap target harga ideal pada kisaran forward PBV 2,5 'peer' regional-nya akan mengembalikan 'attractiveness' IHSG BBCA: Rp3.575 BMRI: Rp4.200 BBRI: Rp3.525 BBNI: Rp2.900 BDMN: Rp5.050 '+'
