satu lagi dari Mr. fred... hahaa... saya curiga anda sudah punya kalender 2007. (makin penasaran saya) dengan events yang sudah teragenda.. maksud saya bukan dari sisi bandarmologi yang wilayah sih embah dan pak oen...
--- In obrolan-bandar@yahoogroups.com, EKA SUWANDANA <[EMAIL PROTECTED]> wrote: > > quote "they would say Indonesia's economy is improving...hehehehehe...." > and The President is smiling! > > Now what the president may think guys? > > > Frederick Schubert <[EMAIL PROTECTED]> wrote: > welll...i just wanna remind you that foreign funds portfolio on jakarta bourse is only 30% of the total caps of around $120 billion.... > so, let's dream the worst case..if they sold out the 30% (which is VERY impossible indeed) the main index COULD fall as much as 534 points or to 1246....this level is even better than the closing level of 2005 of 1162...which means that the jakarta bourse could grow withoutTHEM... the problem is that there is a CYCLICALl period when the hedge funds should return to their TRUSTY (in U.S.) every January 15.... The number, howvere, is less than $2 billion... If Indonesia's investment weigting is 0.4%...so, you can calculate yourself how much hedge funds left to be withdrawn...BUT, the most interested thing is that whenever they roll out the hedge fund and return to Indonesia for program buying...what would analysts say..? they would say Indonesia's economy is improving...hehehehehe.... > disclaimer on... > cheers > > > > > Handoyo Gozali <[EMAIL PROTECTED]> wrote: > > > any commend, Uncle Schubert ? > > Dana asing di bursa Asia diduga hengkang ke AS JAKARTA: Pemodal asing mengurangi dananya di bursa saham Asia Pasifik dan diduga mengalihkan portofolionya ke bursa AS dan Eropa. Akibatnya, dana asing yang parkir di sebagian bursa kawasan Asia berkurang drastis pada dua hari terakhir perdagangan. Sentimen negatif itu dipicu oleh lontaran rencana pembatasan modal di Thailand. > Data Bloomberg menunjukkan dana asing yang parkir di Bursa Efek Jakarta Jakarta (BEJ) berkurang US$29 juta dalam sehari perdagangan kemarin, turun 53,9% dibandingkan periode sama tahun lalu. > Kondisi serupa juga terjadi di bursa Korea Selatan, Thailand, dan Taiwan yang nilai investasi asingnya turun masing-masing US$247,5 juta (-386,2%), US$50 juta (-76,4%), dan US$36,3 juta (- 104,4%). > Analis PT Andalan Artha Advisindo Sekuritas (AAA Securities) Bagus Hananto menilai pemodal global kemungkinan masih menyimpan sentimen negatif terhadap pasar Asia setelah ada lontaran kebijakan pembatasan modal Thailand. > Akibatnya, penjualan yang lebih besar dibandingkan pembelian (net selling) oleh pemodal asing menghantam bursa yang diikuti profit taking oleh investor domestik. > Kemarin, investor asing membukukan net selling Rp262 miliar. Indeks harga saham gabungan (IHSG) di BEJ langsung terbanting 32,5 poin atau turun 1,79% ke posisi 1.780,88. > "Koreksi indeks karena profit taking kemarin masih sehat, mengingat indeks naik terlalu tinggi sejak Juni 2005 yang naik 48,7% dari 1.234 ke 1.843," tuturnya kemarin. > Penurunan indeks, lanjut dia, dipicu oleh sentimen global terkait prospek perekonomian Amerika, yang diikuti investor domestik untuk membukukan gain. > Profit taking kemarin menimpa Bursa Efek Jakarta dan bursa Hong Kong sehingga indeks harga saham keduanya menurun drastis di tengah peningkatan indeks saham bursa lainnya. > Bagus memperkirakan pada perdagangan hari ini, investor akan melakukan pembelian pascakoreksi (buy on weakness) sehingga membuka potensi pembalikan arah indeks (rebound). Indeks akan bergerak di kisaran 1.770 hingga 1.815. > Menurut dia, price to earning ratio (P/E) BEJ masih menjanjikan hingga akhir tahun nanti yang ditopang fundamental makroekonomi. > Faktor P/E BEJ yang diperkirakan tinggi tak serta-merta membuat investor asing hengkang. > Oleh Arif Gunawan S. > Bisnis Indonesia > ----- Original Message ----- > From: Frederick Schubert > To: obrolan-bandar@yahoogroups.com > Sent: Tuesday, January 09, 2007 4:53 PM > Subject: Re: [obrolan-bandar] rounding number 1700 > > > well... > the fall of the main index today was mostly due to misunderstanding about what is happening in Thailand. The Thai government limits foreign ownership to 50% in telecommunication and (agricultural) companies that are vital and related with its nation's security. Indonesia has so far applied this policy ....and foreign funds have so far can abide by this without complaining.. (hehe). so..? > based on charting, it remains within the so-called trend in trend...the pull back may cause a rounding of 100 points of losses..so, any fall below 1760, can still be termed as correction. but below 1,600 is a panic selling which is more unlikely as based on the fund flow manegement, at that level of index, funds as big as American CALPERs would have already lost 30% of its equity portfolio...would they be just sitting and singing for the losses..? i don't think so...so, tomorrow will be the judgement day...if the main index manages to rebound...then...there is nothing to worry.... > hope the above helps... > best, > > > boyz <[EMAIL PROTECTED]> wrote: > wie Sie sind, Sir? > die lange keine Zeit sehen. > > any comment mr.schubert ? > is it time to collect ? > danke, > > > Frederick Schubert wrote: hehehehe...how about 900...? > > Hotma Sirait <[EMAIL PROTECTED]> wrote: next stop will be 1700 before it's goes down deep as mr. ian say i quess (all disclaimer is on) > > __________________________________________________ > Do You Yahoo!? > Tired of spam? 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