Data AS & China Lebihi Estimasi, Saham Hong Kong Naik

Bloomberg (09/12) – Saham-saham Hong Kong naik pada hari kedua pasca data pekerjaan AS dan ekspor China melebihi dari estimasi sebelumnya yang mendorong kepercayaan investor. Indeks Hang Seng naik sebesar 0.7% sebesar 23,903.95 pada pukul 9:41 pagi di Hong Kong, menuju kenaikan harian tertingginya sejak tanggal 18 November lalu. Indeks Hang Seng China Enterprises gain 1.1% sebesar 11,496.35 sejalan dengan China catat surplus perdagangan tertingginya dalam kurun waktu hampir lima tahun terakhir. Indeks Hang Seng naik 20% dari level terendahnya di bulan Juni hingga tanggal 6 Desember ditengah tanda-tanda stabilnya ekonomi China. Indeks acuan tersebut ditransaksikan sebesar 11.3 kali dari estimasi laba pada pekan lalu, dibanding dengan 16.2 pada indeks S&P 500. Indeks saham H, naik 28% dari level terendahnya pada tahun ini di tanggal 25 Juni hingga pekan lalu, perpanjang gain pasca China merilis rencana reformasinya. (bgs)

Written by: Kontak Perkasa Futures

PT.Kontak Perkasa Futures, Updated at: 10:49 AM

Dollar Strengthens for Second Day Versus Yen on QE Tapering Bets

Bloomberg (09/12) – The dollar advanced for a second day against the yen before regional Federal Reserve presidents speak amid speculation the U.S. central bank will consider reducing monetary stimulus as early as next week. St. Louis Fed President James Bullard, who has said policy makers could taper at this month’s meeting, and Dallas Fed President Richard Fisher will speak separately today. The euro reached a five-year high versus the yen before data forecast to show a pickup in industrial production in Germany, Europe’s largest economy. Australia’s dollar gained for a third day after China trade surplus increased to a four-year high. The dollar added 0.1 percent to 102.97 yen at 11:21 a.m. in Tokyo from Dec. 6, when it jumped 1.1 percent. It touched 103.38 on Dec. 3, the highest since May 23. The greenback was little changed at $1.3708 per euro from $1.3706 at the end of last week. The 17-nation currency gained 0.1 percent to 141.15 yen, after touching 141.55, the strongest since October 2008. The MSCI Asia Pacific Index of shares rose 0.8 percent, following a 0.9 percent jump for the MSCI World Index at the end of last week.

Written by: Kontak Perkasa Futures

PT.Kontak Perkasa Futures, Updated at: 10:48 AM

Gold clouded by US stimulus doubts; short-covering cushions losses

SINGAPORE, Reuters (09/12) - Gold eased on Monday as markets continued to fret over when the United States would begin tapering its economic stimulus and as stronger equities dented the metal's safe-haven appeal, but short-covering by investors offered some support. Spot gold had fallen 0.2 percent to $1,227.24 an ounce by 0020 GMT. The metal traded in a wide range on Friday, dropping sharply to five-month lows after strong U.S. jobs data but ending the day higher on short-covering. U.S. employers hired more workers than expected in November and the jobless rate hit a five-year low of 7.0 percent, raising chances the Federal Reserve could start ratcheting back its bond-buying stimulus as soon as this month. Chicago Fed President Charles Evans, who has been one of the most ardent supporters of the U.S. central bank's stimulus programme, said he was open to curtailing the purchases this month, although he would prefer to wait. SPDR Gold Trust, the world's largest gold-backed exchange-traded fund, said its holdings fell 3 tonnes to 835.71 tonnes on Friday. Hedge funds and money managers raised their bearish bets in U.S. gold futures and options close to a 7-1/2 year high in the week to Dec. 3, data from the Commodity Futures Trading Commission showed. Speculators turned silver into a net short position for the first time since late June. Indian gold imports may fall 70 percent in the final quarter of 2013 from 255 tonnes in the year-ago period and are expected to be half usual levels at 500-550 tonnes next year if new import rules are maintained, a top trade body official said.

Written by: Kontak Perkasa Futures

PT.Kontak Perkasa Futures, Updated at: 9:12 AM

Asian Stock Swing From Gains to Losses on Fed Stimulus Outlook

Bloomberg, (06/12) -- Asian stocks swung between gains and losses, with the regional benchmark index set for its biggest weekly drop since August, as improving U.S. economic data fueled speculation the Federal Reserve may bring forward stimulus cuts. Hanjin Shipping Co. dropped 1.7 percent after a report that South Korea’s largest container carrier is among shipping lines being investigated by the European Union for allegedly influencing prices in Europe. Nufarm Ltd. slid 1.4 percent after Credit Suisse Group AG cut its rating for Australia’s top supplier of farm chemicals. Advantest Corp. jumped 6.4 percent on a newspaper report that the Japanese maker of semiconductor equipment’s cost cuts helped reduce its break-even point. The MSCI Asia Pacific Index added 00.1 percent to 139.63 as of 9:41 a.m. in Tokyo, reversing a loss of 0.1 percent. Fed policy makers meet Dec. 17-18 after minutes of their October gathering showed they may reduce $85 billion of monthly bond buying should the U.S. economy improve as anticipated. The U.S. posted the fastest annualized growth last quarter since the start of 2012 and jobless claims unexpectedly fell as the focus turns to today’s November non-farm payrolls, projected to rise by 185,000 workers. Malaysia publishes trade data today while protesters in Thailand have said they’ll resume rallies. Japan’s Topix index rose 0.3 percent, while South Korea’s Kospi index was little changed. Australia’s S&P/ASX 200 Index lost 0.7 percent percent and New Zealand’s NZX 50 Index slipped 0.5 percent. Markets are yet to open in Hong Kong and China

Written by: Kontak Perkasa Futures

PT.Kontak Perkasa Futures, Updated at: 9:20 AM

Gold Set for Weekly Loss Before Payrolls Data Amid Taper Bets

Bloomberg (06/12) -- Gold headed for a weekly drop as investors await U.S. payrolls figures after economic data boosted speculation the Federal Reserve may start trimming its monetary stimulus sooner than estimated. Bullion for immediate delivery traded at $1,228.88 an ounce at 9:02 a.m. in Singapore from $1,225.17 yesterday. Prices are set to drop 2 percent this week after tumbling to $1,211.75 on Dec. 4, the lowest since July 5. Gold for February delivery lost 0.3 percent to $1,228 on the Comex. Gold tumbled 27 percent this year, set for the first annual loss since 2000, on speculation the Fed will begin paring its $85 billion in monthly bond purchases as the economy picks up. Fed Reserve Bank of Atlanta President Dennis Lockhart said yesterday any decision to taper should be accompanied by a limit on the size of the program or a timetable for ending it. Policy makers next meet Dec. 17-18. Employers boosted payrolls in November by 185,000 workers and the unemployment rate fell to 7.2 percent from 7.3 percent, according to economist estimates before today’s Labor Department figures. Jobless claims unexpectedly fell to 298,000 in the week ended Nov. 30, the lowest in more than two months, a report showed yesterday.

Written by: Kontak Perkasa Futures

PT.Kontak Perkasa Futures, Updated at: 9:17 AM

Asian Stock Swing From Gains to Losses on Fed Stimulus Outlook

Bloomberg, (06/12) -- Asian stocks swung between gains and losses, with the regional benchmark index set for its biggest weekly drop since August, as improving U.S. economic data fueled speculation the Federal Reserve may bring forward stimulus cuts. Hanjin Shipping Co. dropped 1.7 percent after a report that South Korea’s largest container carrier is among shipping lines being investigated by the European Union for allegedly influencing prices in Europe. Nufarm Ltd. slid 1.4 percent after Credit Suisse Group AG cut its rating for Australia’s top supplier of farm chemicals. Advantest Corp. jumped 6.4 percent on a newspaper report that the Japanese maker of semiconductor equipment’s cost cuts helped reduce its break-even point. The MSCI Asia Pacific Index added 00.1 percent to 139.63 as of 9:41 a.m. in Tokyo, reversing a loss of 0.1 percent. Fed policy makers meet Dec. 17-18 after minutes of their October gathering showed they may reduce $85 billion of monthly bond buying should the U.S. economy improve as anticipated. The U.S. posted the fastest annualized growth last quarter since the start of 2012 and jobless claims unexpectedly fell as the focus turns to today’s November non-farm payrolls, projected to rise by 185,000 workers. Malaysia publishes trade data today while protesters in Thailand have said they’ll resume rallies. Japan’s Topix index rose 0.3 percent, while South Korea’s Kospi index was little changed. Australia’s S&P/ASX 200 Index lost 0.7 percent percent and New Zealand’s NZX 50 Index slipped 0.5 percent. Markets are yet to open in Hong Kong and China

Written by: Kontak Perkasa Futures

PT.Kontak Perkasa Futures, Updated at: 9:02 AM

Saham Asia Turun, Yen menguat

Bloomberg (04/12) – Saham-saham Asia jatuh setelah yen menguat semalam dan valuasi di indeks ekuitas regional naik ke tertinggi dalam enam bulan terakhir, dengan para investor menunggu data pekerjaan AS pekan ini yang dapat memberikan bukti lebih lanjut kapan Federal Reserve akan mengurangi stimulusnya. Toyota Motor Corp, produsen mobil terbesar di Asia, turun 1,7 persen karena Nikkei 225 Stock Average mundur dari tertingginya dalam enam tahun. Toppan Printing Co. kehilangan 6,7 persen di Tokyo setelah mengatakan akan menjual 80 miliar yen ( $ 781 juta ) konversi obligasinya. Speco Co. naik 5,7 persen, memimpin perusahaan-perusahaan pertahanan Korea Selatan lebih tinggi setelah dua anggota parlemen mengatakan bahwa paman pemimpin Korea Utara Kim Jong Un, Jang Song Thaek kemungkin telah diberhentikan sebagai wakil ketua Komisi Pertahanan Nasional. Indeks MSCI Asia Pacific turun 1,3 persen menjadi 140 pada pukul 4:15 siang di Hong Kong, dengan semua 10 kelompok industri pada indeks tersebut jatuh. Lebih dari $ 8 triliun telah ditambahkan ke nilai ekuitas global pada tahun ini, terbesar sejak tahun 2009 lalu, karena bank sentral mengambil langkah untuk menopang perekonomian di seluruh dunia. Para pembuat kebijakan The Fed bertemu tanggal 17-18 Desember mendatang setelah risalah dari pertemuan terakhir mereka di bulan Oktober menunjukkan bahwa mereka dapat mengurangi $ 85 miliar pembelian obligasi bulanan yang mengharuskan ekonomi AS membaik karena mereka mengantisipasi. ' Valuasi telah membuat ekuitas, bersama dengan logam mulia, yang merupakan aset kelas yang paling rentan terhadap tahap awal dari perubahan kebijakan moneter, ' Ric Spooner, kepala analis pasar yang berbasis di Sydney di CMC Markets, mengatakan dalam sebuah e -mail. ' Pembeli menjadi berhati-hati pada valuasi saat ini dan bersiap untuk menunggu pullback sebelum menambah portofolio. '(frk)

Written by: Kontak Perkasa Futures

PT.Kontak Perkasa Futures, Updated at: 4:52 PM