My goodness.................. hape deh....... kalau ibu punya pandangan seperti
ini jual aja semua portfolio equity ibu...... kalau sizenya besar kan (you need
to sell more than $2 bio of your equity assets to drive indext down to
1800)...indeks bisa tembus tuh 1800....bahkan balik ke 100 (pernah di taun kuda
dulu)....happy..?
geeeeeeee........
Bettina Tan <[EMAIL PROTECTED]> wrote:
Could someone please explain me what has happened? What level is
expected the index will be bounce back?
In my opinion, big funds has withdraw their money from JCI specifically and
from Asia in general on the back of appreciation of the bourse in the regional.
It will last for short to medium term and I expect that JCI will retrace back
to at least 1800 level. The Indonesia case will be rather worse than others in
the regional with the spark of the AGIS case recently. However the situation
will benefited investor who has the longer term view as this is the opportunity
to collect the quality stock, blue chip especially and MSCI index component at
a lower price. For the sector's performance, infrastructure, banking, utilities
and telecommunication as well as property and chemical industry is expected to
book a better performance than any other industry. Mining and plantation which
has book a significant return in past two years will no longer be the leader as
the commodities price rally has been over and the growth of this industry will
be heavily depends on the ability of the
industry to expand their capacity that won't be realized for at least until
the next three years. It's just my personal opinion and I am open to critics
and sharing from the gurus and experts. Let's see and have a wise trading.
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