Kurs RupiahjUSD tetap stabil di Kisaran 9300
28/12/2012
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28}12/2012
Sektor Perbankan
Penurunan suku bunga
kredit yang berlangsung
sejak tahun 2008
menunjukkan bahwa
fungsi intermediasi
perbankan berjalan
semakin efisien.
Suku Bunga Kredit Perbankan
21
--Suku Bunga Kredit Modal Kerja
'j(,'
19.19
19
17
Penurunan suku bunga
kredit memberikan
lS
peluang pad a peningkatan
permintaan kredit
perbankan untuk
pembiayaan sektor-sektor
ekonomi.
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Kurs RupiahjUSD tetap stabil di Kisaran 9300
BOOO
12000
I
12123
't.c:an
12000
2011
2012e
11000
10000
9000
8000
7000
6000
2000
2001
2002
2003
2004
2005
Kurs Rp.USO
2006
2007
2008
2009
2010
2013'
Kurs Rp.Yen IRp/l00Yenl
Faktor internal: tingginya permintaan
Faktor eksternal:
valuta asing untuk kebutuhan
ill)por,
kondisi perekonomian global yang belum stabil
ketidakpastian prospek penanganan krisis utang dan fiskal di Eropa,
belum mantapnya pemulihan ekonomi AS, perlambatan perekonomian China,
melemahnya harga-harga komoditas ekspor Indonesia
2
i
iI
I
I
I
28/12/2012
Pertumbuhan Kredit Perbankan
35.00
30.00
24,54
25.00
25.00
20.00
15.00
20.00
21.00
2012e
20131
10.00
5.00
0.00
4.82
2002
2003
2004
:ZOOS
~Pertumbuh.n
·
2006
2007
2008
Oanl Pih.kKetill (%)
2009
~Pertumbuh.n
2010
2011
Kredit(%)
Pertumbuhan Terbesar 2012 (berturut-turut) pada sektor:
Pertanian (35,39%); kostruksi(32,15%); dan perdagangan, hotel &
restoran (30,84%)
"
~
~.
~
IDX
In(~(:r'!""~I., 51\)(..:... f.:«."': P'!~
3._f ~,~ :~cs.
Irc,-"'n(~si..i
..-
Indonesia Stock Exchange Performance
Latest Updates
Source: HI" Purnlma.
lOX 21 Ole 2012
3
28/12/2012
Indonesia Stock Exchange
AS June
082012
Description
Mutual Organization
owned by members
119
Number of Shareholders
Ownership
Market Hours
Ownership by Local: 94
by Foreign Joint Venture: 2S
Pre-Opening (09:10 - 09:2S)
12:00)
Afternoon Session (13:30 -16:00)
Friday Morning Session (09:30
11:30)
Friday Afternoon Session (14:00
16:00)
Morning Session (09:30
-
-
Number of Issuers
444
Market Capitalization
Market
IDR 3,603.4 Trillion (USD 382.0 Billion)
30.91% per annum over the last 10 years
Cap Growth2001.2011
Market Depth 2012
IDR4.47 Trillion per day (USD491.3 Million)
Market Depth Growth2001-2011
28.73% per annum over the last 10 years
Finance
Consumer Goods
Mining & Energy
Infrastructures
Top 4 Sectors in lOX
(by Market Cap):
(26.2%)
(21.6%)
(14.1%)
(10.0%)
Equity Trading Activities
21 December 2012
I
2005
Average Daily Trading
1,654
1,670,808
Jakarta
Composite
Index
16,510
MariJl
1t00000..r,.....
"'1.71S
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8ur....P......."'_""""
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Financial
11L,.~j: j-.F..~.":.t3. ~ml.i~_ .mJ t"lt:!~; .~_,
Swlh Afnca
Funding
can be la~ely
sourced
cr.i~dom9Stlcaily
RcmanJa ,-j(;Erta ,S1cJv'.J,
~.I>:,,:,
'::'>,>:..
G\,b.,li [:~dit'll..
33
IHSG 2 Jan - 26 Des 2012
je;
C" 2-.))12 - DioJ,ch.Jr1
O~4252.tt4275.lo.4245.CI:4275
.SMA(S):4285
.SMA(20i4303
ClBoIIro)el'jHigh
27 Nov: 4382
~IOO
4000
3'))()
»)1)
JiOO
3600
[ Open 2 Jan : 3822
:>500
15B
OVIJI:9.611B
lOB
$umber: www.danareksa-research.c+m
5B
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Jo. 12
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FinancialIndustry?
~
,/./
(
"'"
.
MoneyMarket'j
I
CapitalMarket
~ Securities
Insurance
Market
I
MultiFinance
Market
~ Life and NonLife.I
Insurance//
I
~ Leasing
&Credit
.
Card
//
~!ank_/
.--
'
\\
~
~..
.
'..".- --
.
~.
_.-
2
1
I
II
I
28}12/2012
Sektor Perbankan
Penurunan suku bunga
kredit yang berlangsung
sejak tahun 2008
menunjukkan bahwa
fungsi intermediasi
perbankan berjalan
semakin efisien.
Suku Bunga Kredit Perbankan
21
--Suku Bunga Kredit Modal Kerja
'j(,'
19.19
19
17
Penurunan suku bunga
kredit memberikan
lS
peluang pad a peningkatan
permintaan kredit
perbankan untuk
pembiayaan sektor-sektor
ekonomi.
13
11
9
... N
0
0
0
N
N
0
0
0
0
N
'"
.,. 0'"
0
0
N
N
0
0
0
N
oJ) "
0
0
'"
N N
0
00 en ...
0
'" '"co 0
0
N
N
N
...
...
co
N
II
N
...
::::
0
co
N
N
Kurs RupiahjUSD tetap stabil di Kisaran 9300
BOOO
12000
I
12123
't.c:an
12000
2011
2012e
11000
10000
9000
8000
7000
6000
2000
2001
2002
2003
2004
2005
Kurs Rp.USO
2006
2007
2008
2009
2010
2013'
Kurs Rp.Yen IRp/l00Yenl
Faktor internal: tingginya permintaan
Faktor eksternal:
valuta asing untuk kebutuhan
ill)por,
kondisi perekonomian global yang belum stabil
ketidakpastian prospek penanganan krisis utang dan fiskal di Eropa,
belum mantapnya pemulihan ekonomi AS, perlambatan perekonomian China,
melemahnya harga-harga komoditas ekspor Indonesia
2
i
iI
I
I
I
28/12/2012
Pertumbuhan Kredit Perbankan
35.00
30.00
24,54
25.00
25.00
20.00
15.00
20.00
21.00
2012e
20131
10.00
5.00
0.00
4.82
2002
2003
2004
:ZOOS
~Pertumbuh.n
·
2006
2007
2008
Oanl Pih.kKetill (%)
2009
~Pertumbuh.n
2010
2011
Kredit(%)
Pertumbuhan Terbesar 2012 (berturut-turut) pada sektor:
Pertanian (35,39%); kostruksi(32,15%); dan perdagangan, hotel &
restoran (30,84%)
"
~
~.
~
IDX
In(~(:r'!""~I., 51\)(..:... f.:«."': P'!~
3._f ~,~ :~cs.
Irc,-"'n(~si..i
..-
Indonesia Stock Exchange Performance
Latest Updates
Source: HI" Purnlma.
lOX 21 Ole 2012
3
28/12/2012
Indonesia Stock Exchange
AS June
082012
Description
Mutual Organization
owned by members
119
Number of Shareholders
Ownership
Market Hours
Ownership by Local: 94
by Foreign Joint Venture: 2S
Pre-Opening (09:10 - 09:2S)
12:00)
Afternoon Session (13:30 -16:00)
Friday Morning Session (09:30
11:30)
Friday Afternoon Session (14:00
16:00)
Morning Session (09:30
-
-
Number of Issuers
444
Market Capitalization
Market
IDR 3,603.4 Trillion (USD 382.0 Billion)
30.91% per annum over the last 10 years
Cap Growth2001.2011
Market Depth 2012
IDR4.47 Trillion per day (USD491.3 Million)
Market Depth Growth2001-2011
28.73% per annum over the last 10 years
Finance
Consumer Goods
Mining & Energy
Infrastructures
Top 4 Sectors in lOX
(by Market Cap):
(26.2%)
(21.6%)
(14.1%)
(10.0%)
Equity Trading Activities
21 December 2012
I
2005
Average Daily Trading
1,654
1,670,808
Jakarta
Composite
Index
16,510
MariJl
1t00000..r,.....
"'1.71S
\I"'I""lI"x.",;AiS;C,ntO)
8ur....P......."'_""""
~JOO7
~.o.._oIlt>tom_ISII
su
-.
tODft_:toto1Oll
,...
.n.'
lJ.M....-199S
1)-1.....1"'
.....
.....
.'
.
.... ,... ....
'.Cd.lOU
'-'-'-"'"101
SI~..JDI'_
IW06O,
-
197.011
....u..."..
...
...
!:
1).0.,.1"'
,
",
"'"
JU.s.at
I
U...'U
!i.e"",,", ".
SUt7
"us
.lUll!
"..
....
I'"
-
-
F,
U.lul-lnl
".....
11Un
1'"
I"J
......~T,,,,,,
L ::~n.d
.:.~ \
1.:,,.. ~'.:':k:.:),:
-::i IjDP.
:' (iI'T
IJI8I
!
t
~&: 2CfJ 2.20 2.:1.[)260 26C ~;(( 320 ~O
Financial
11L,.~j: j-.F..~.":.t3. ~ml.i~_ .mJ t"lt:!~; .~_,
Swlh Afnca
Funding
can be la~ely
sourced
cr.i~dom9Stlcaily
RcmanJa ,-j(;Erta ,S1cJv'.J,
~.I>:,,:,
'::'>,>:..
G\,b.,li [:~dit'll..
33
IHSG 2 Jan - 26 Des 2012
je;
C" 2-.))12 - DioJ,ch.Jr1
O~4252.tt4275.lo.4245.CI:4275
.SMA(S):4285
.SMA(20i4303
ClBoIIro)el'jHigh
27 Nov: 4382
~IOO
4000
3'))()
»)1)
JiOO
3600
[ Open 2 Jan : 3822
:>500
15B
OVIJI:9.611B
lOB
$umber: www.danareksa-research.c+m
5B
Dee 11
Jo. 12
Fob
"'."
"pr
M>v
.m
J~
.'0