Global commodities performance.
- Selama 3Q10 harga timah di pasar London mencatatkan kenaikan +43%, outperformed dibanding harga komoditas lainnya.
- Selama 3Q10 harga batubara Eropa mengalami koreksi -1.1%, underperformed dibanding harga komoditas lainnya.
- Selama 9M10 harga timah di pasar Londong mencatatkan kenaikan +39%, outperformed dibanding harga komoditas lainnya.
- Selama 9M10 harga minyak bumi mengalami koreksi -1.9%, underperformed dibanding harga komoditas lainnya.
Batubara.
- Rata rata harga batubara Eropa selama 3Q10 naik +36% ke level $98.08/mton.
- Rata rata harga batubara Eropa selama 9M10 naik +15% ke level $96.03/mton.
- Kami proyeksikan harga rata rata batubara Eropa 2010 mencapai $90/mton, naik +25% dibanding 2009
- Selama periode 9M10 saham BYAN outperformed peers & IHSG dengan mencatatkan kenaikan +99%.
- Saham BUMI underperformed peers & IHSG dengan mengalami penurunan -12%.
Oil & Gas.
- Rata rata harga minyak bumi selama 3Q10 naik +11% ke level $76.09/barrel.
- Rata rata harga minyak bumi selama 9M10 naik +35% ke level $77.58/barrel.
- Kami proyeksikan harga rata rata minyak bumi 2010 mencapai $87/barrel, naik +24% dibanding 2009.
- Selama periode 9M10 saham MEDC outperformed peers dengan mencatatkan kenaikan +36%.
- Saham ENRG underperformed peers & IHSG dengan mengalami penurunan -41%.
Metals.
- Rata rata harga emas selama 3Q10 naik +27% ke level $1,227/troy ounce.
- Rata rata harga emas selama 9M10 naik +26% ke level $1,178/troy ounce.
- Kami proyeksikan harga rata rata emas 2010 mencapai $1,240/troy ounce, naik +27% dibanding 2009.
- Rata rata harga nickel di pasar London selama 3Q10 naik +21% ke level $21,225/mton.
- Rata rata harga nickel di pasar London selama 9M10 naik +54% ke level $21,217/mton.
- Kami proyeksikan harga rata rata nickel 2010 mencapai $20,255/mton, naik +37% dibanding 2009.
- Rata rata harga timah di pasar London selama 3Q10 naik +41% ke level $20,541/mton.
- Rata rata harga timah di pasar London selama 9M10 naik +41% ke level $18,546/mton.
- Kami proyeksikan harga rata rata timah 2010 mencapai $19,285/mton, naik +41% dibanding 2009.
- Selama periode 9M10 saham TINS outperformed peers & IHSG dengan mencatatkan kenaikan +58%.
- Saham ANTM underperformed peers & IHSG dengan kenaikan hanya sebesar +8%.
Crude Palm Oil.
- Rata rata harga CPO di pasar Rotterdam selama 3Q10 naik +29% ke level $874/ton.
- Rata rata harga CPO di pasar Rotterdam selama 9M10 naik +25% ke level $831/ton.
- Kami proyeksikan harga rata rata CPO Rotterdam 2010 mencapai $870/ton, naik +27% dibanding 2009.
- Selama periode 9M10 saham GZCO outperformed peers & IHSG dengan mencatatkan kenaikan +59%.
- Saham UNSP underperformed peers & IHSG dengan membukukan penurunan -41%.
Disclosure : I hold none of the stocks mentioned above by the time this article is published. This article is my personal view & it might be different from my professional view.
DISCLAIMER ON.
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