Rabu, 07 Oktober 2009

PENURUNAN HARTA ORG TERKAYA

Daftar org kaya yg memiliki harta > USD 1 M semakin berkurang. Daftar org kaya th 2009 versi Forbes hanya 793 nama, dgn total aset USD 2,4 T, - USD 2 T dibanding 2008 (1125 nama). 80 nama yg hilang memiliki bisnis di industri keuangan. Rata-rata penurunan aset 23%. Penurunan pertama dlm 6 th.

Pd Q3 harta 400 org terkaya AS -USD 300 M dlm 1 th.

Meski Bill Gates (Microsoft) tetap jd orh terkaya sejagat, hartanya -USD 18 M (-29%).

Si maestro investasi Warren Buffett kehilangan hartanya 40,3% (dr USD 62 M pd 2008 jd USD 37 M). Kerugian terbesar Buffett.

Bahkan nasib Sanford Weill (pendiri Citigroup) lbh tragis lagi. Ia keluar dr daftar Forbes krn hartanya -< USD 1 M.


Sumber : Forbes, Kontan

MW 081009

Oil 69 Gold 1044 (hari ke 2 tertinggi).

Dow -0,06% Nasdaq +0,32% S&P +0,27%.

Alcoa, pembuat aluminium terbesar AS dpt untung krn pengetatan biaya & tumbuhnya penjualan, 9 bln merugi.

Pd Agustus, utk bln ke 7 konsumen AS kurangi pinjaman hingga USD 12 M.

Emerging Market & LatAm mix krn profit taking.

Setelah 3 hari + & IPO terbesarnya, Bovespa bergerak sedikit.

Malaysia masih pertahankan bunga rendah.

Setelah 3 hari +, Eropa -.

Kanada + hari ke 3.

AUD tertinggi dlm 14 bln.


Sumber : Bloomberg, YahooFinance

Selasa, 06 Oktober 2009

MW 071009

Oil 71 Gold 1042 (tertinggi dlm sejarah).

Wall St +> 1% krn Australia akan naikkan bunga yg berarti ekonomi membaik.

Australia negara G20 pertama yg naikkan bunga.

AT&T ijinkan IPhone gunakan fasilitas telpon via internet.

Bursa Emerging Market & LatAm +.

Vale Brazil pesan 11 kapal laut senilai USD 1 M ke KorSel.

Bursa Chili tertinggi dlm 2 th.

Bovespa akan ada IPO terbesar.

Bond Argentina -.

Surat utang Kanada tertinggi dlm 1 th.

Versace akan tutup toko di Jepang. Bursa Eropa +.

British Airways akan PHK 1000 krew kabin.

USD melemah.

AUD menguat.


Sumber : Bloomberg, YahooFinance

Senin, 05 Oktober 2009

MW 061009

Oil 70 Gold 1018.

Wall St +.

Industri jasa AS pertama Xnya + dlm 13 bln.

Goldman Sachs : outlook Wells Fargo & JP Morgan menarik.

Gourmet (majalah ttg makanan tertua AS) akan tutup.

Coach (pembuat tas mahal) menuntut Target (ritel) krn design tas yg mirip.

Emerging Market & LatAm tertinggi dlm 13 bln.

Bursa Meksiko +.

Setelah 4 hari -, bursa Eropa +.

Industri manufaktur & jasa di Eropa pd Sep +.

Bank sentral Australia pertahankan bunga di 3%, Nov akan +.

Index kepercayaan bisnis Selandia baru tertinggi dlm 10 th.

BI pertahankan bunga krn resiko inflasi +.

USD melemah.


Sumber : Bloomberg, YahooFinance

Minggu, 04 Oktober 2009

MW 051009

Oil 69 Gold 1003.

Wall St - hari ke 4.

Pengangguran AS + jd 9,8% pd Sep (tertinggi sejak Jun 1983).

Saham airline + krn lalu lintas penerbangan pd Sep +.

Bank ditutup lagi di AS, total 98 th ini.

Mentri keuangan G7 peringatkan resesi masih berlanjut.

Pertemuan G7 akan berkurang krn G20 lbh berperan kini.

G7 desak Cina kuatkan Yuan.

Aberdeen AM kurangi aset property di Cina & HongKong.

Song Seng Wun (analis CIMB) : ekonomi Asia tdk akan terpengaruh dgn adanya bencana alam, bahkan nantinya sektor infrastruktur akan +.

GDP Jerman +0,75% pd Q3. Stimulus tetap dipertahankan.

IMF : ECB hrs tetap pertahankan bunga rendah.

SCB batal beli aset RBS di Asia krn ketidak cocokan harga.

Geithner (menkeu AS) : USD kuat penting utk pertahankan kepercayaan.

Jepang akan intervensi jk Yen bergerak tdk wajar.


Sumber : Bloomberg, YahooFinance

Kamis, 01 Oktober 2009

Citigroup Settles Trading-Losses Lawsuit With Singapore’s Oei

By Dinakar Sethuraman

Oct. 2 (Bloomberg) -- Citigroup Inc. reached a settlement with Oei Hong Leong , a Singapore businessman who sued the bank over trading losses of more than S$1 billion ($708 million).

“The terms of the settlement are confidential,” Jack Sung , a spokesman for Citi Asia Pacific, said in an e-mailed statement yesterday. Oei will be discontinuing the action, he added. Oei’s lawyer, Quek Mong Hua , confirmed the settlement in an e-mail.

Oei, ranked one of Singapore’s 40 richest people by Forbes magazine last year, sued Citigroup in May, alleging he incurred the losses after the bank provided him with conflicting reports of his margin surplus in October last year, forcing him to unwind his trades at “an adverse time.”

He told Singapore’s Straits Times newspaper in May that he lost about S$1 billion, which he had paid up in full.

Oei had claimed Citigroup failed to carry out $600 million in orders for U.S. Treasury 30-year bonds in November to cover uncovered call options he had written. Call options give the buyers the right to buy securities at a pre-agreed price on or before a specified date.

Citigroup said in a June court filing that the Singapore private banking client understood the “considerable risks” of his investments and that it hadn’t provided misleading or inaccurate information.

Investor Lawsuits

Other Asian bank clients have sued for investment losses. In July, a Hong Kong citizen sued UBS AG , alleging negligence and reckless misinterpretation in inducing her to buy so-called accumulators that resulted in losses of more than HK$200 million ($25.8 million).

Also in July, 204 investors in Singapore sued DBS Group Holdings over S$17 million in losses on securities linked to the collapsed Lehman Brothers Holdings Inc.

The Monetary Authority of Singapore banned DBS and nine other financial institutions that sold products linked to Lehman from selling structured notes for a minimum of six months to two years.

Hong Kong banks in July agreed to pay about HK$6.3 billion in compensation to investors who lost money on notes linked to Lehman, ending a 10-month dispute.

The case is Oei Hong Leong and Citibank N.A., S424/2009/T in the Singapore High Court.

To contact the reporter on this story: Dinakar Sethuraman in Singapore at dinakar@bloomberg.net

MARKET WATCH 02 OKT 09

Oil 70 Gold 998.

Data manufaktur & tenaga kerja buat Wall St -3%.

Goldman Sachs naikkan prediksi PHK di AS.

Setelah program cash-for-clunkers usai, penjualan GM, Toyota, Ford, Chrysler -.

IMF naikkan prediksi pertumbuhan global 2010 dr 2,5% jd 3,1%, dipimpin Asia.

Bursa Emerging Market & LatAm -.

Mnt HSBC Australia, 25% GDP dunia disumbang Asia, & dlm 1 dekade akan double.

IMF naikkan prediksi pertumbuhan Cina pd 2010 jd 9% & menurunkan India..

Landed-house di Singapura utk pertama Xnya +16% dlm 5 kuartal.

UBS, Lloyds rugi investasi real estate di Irlandia USD 4,5 M.

Setelah rally kuartalan tertinggi dlm 10 th, bursa Eropa -.

Pd Q3 pertumbuhan Jerman lbh cepat.

TSX Kanada terendah dlm 3 minggu.

USD + krn permintaan akan safe-haven.


Sumber : Bloomberg, YahooFinance