hei..hei..elain sekarang nulisnya hati-hati banget..oy!...sekarang sering
klarifikasi sana-sini..
mo tanya..? ini elain yang dulu bukan..?
ciao! tetap sehat dan bersemangat..
note: guyon.co.id
Elaine <[EMAIL PROTECTED]> wrote:
No no, don't get me wrong. Elaine tidak suruh beli banks, maksud
Elaine IDX baru benar bullish reversal kalau banks rebound, karena Elaine
percaya economy digerakkan salah satunya oleh banking sector, untuk loan.
The problem is, kalau int rate naik cuz of inflation, agak berat IDX untuk
rebound karena big banks mostly punya bigcap besar. Belum risk untuk NPL.
Banyak micro sector yang bankrupt karena inflasi tinggi.
Intinya, investor tunggu action dari GOI untuk int rate dan gas price. Sama
seperti yang dialami Bernanke dulu, prefer inflation or growth. Double edged
sword.
Elaine
On Tue, Apr 1, 2008 at 9:39 PM, Andi Wahyudi <[EMAIL PROTECTED]> wrote:
EL nyangkut di banking? Sudah 2 kali dalam seminggu ini EL minta banking
dibeli
jsx_consultant <[EMAIL PROTECTED]> wrote: Kalo inflasi tinggi artinya
suku bunga akan dinaikan
untuk menekan inflasi, SIAPA yg mau beli saham BANK ?.
--- In obrolan-bandar@yahoogroups.com, "Irawan Sudarman"
<[EMAIL PROTECTED]> wrote:
>
> Thanks, Elaine.
>
> On Tue, Apr 1, 2008 at 9:02 PM, Rei <[EMAIL PROTECTED]> wrote:
>
> > Excellent EL! Thank you.
> >
> > Buat para senior, apakah benar bank selama ini pemimpin
kebangkitan
> > bursa? Saya tidak pernah perhatikan maklum kan cuma pemula...
> > Mbah? Pak Boyz/DE/Eka? Pendapatnya please...
> >
> > Trima kasih!
> >
> >
> > --- In obrolan-bandar@yahoogroups.com <obrolan-bandar%
40yahoogroups.com>,
> > Elaine
> > <you.can.call.me.elaine@> wrote:
> > >
> > > *Can listed companies beat their 2007 performance this year? cuz
> > most of big
> > > caps are heavily dependent on commodity prices (like coal,
nickel,
> > etc) like
> > > inco, bumi and antm. Banks are struggling, and telcos are
facing a
> > very
> > > competitive (almost unhealthy) business. I read telkomsel has
> > lowered its
> > > tariff recently.*
> > > **
> > > *Today, March inflation rate scares the hell out of investors
(not
> > BUMI/BNI
> > > FR as some tought, but they add up the fear). **2007 was a
golden
> > moment for
> > > IDX, but I dunno about 2008. High commodity prices is actually a
> > TIME BOMB
> > > for the overall economy. Why? Because Indonesia still imports
lots
> > of
> > > things like foods and oil. The government spent lots of money on
> > gasoline
> > > import.*
> > > **
> > > *Thanks to the fed rate cut, Indonesia (people) now are poorer
> > than last
> > > year.*
> > > **
> > > *Well, don't be to pessimistic though, you still can make money
> > but things
> > > will get tougher. For more detail please view my previous post
> > > http://finance.groups.yahoo.com/group/obrolan-
bandar/message/68336
> > two weeks
> > > ago. Tomorrow we may see a technical rebound. Sell on strength.*
> > > **
> > > *I always believe that banks are leading indicator, until these
> > giants
> > > (BBRI, BBNI, BBCA, BMRI, and others) show us some strength, I
> > suggest you
> > > save your money for something else. When It happens, you'll know
> > where the
> > > real bulls are. ^^*
> > > **
> > > *Elaine
> > > *
> > > 2008/4/1 Irawan Sudarman <irawansan@>:
> > >
> > > > Elaine,
> > > >
> > > > *apakah company performance tahun ini bisa beat 2007, apalagi
> > tergantung
> > > > dengan commodity price?
> > > > *
> > > > Saya engga nangkap kalimatnya. Would you write the clue in
> > English as
> > > > well?
> > > >
> > > >
> > > > 2008/4/1 jsxtrader <jsxtrader@>:
> > > >
> > > > > --- In obrolan-bandar@yahoogroups.com<obrolan-bandar%
40yahoogroups.com>
> > <obrolan-bandar%
> > 40yahoogroups.com>,
> > > > > Elaine
> > > > > <you.can.call.me.elaine@> wrote:
> > > > > >
> > > > > > *Lebih baik Elaine pura-pura baik atau pura-pura jahat..?
> > Sorry, tidak
> > > > >
> > > > > > penting ya ^^ Seriously Elaine baca posting Embah tadi
malam
> > dan cukup
> > > > > > surprised lihat Embah confident sekali dengan BUMI.
Kemarin
> > hari
> > > > > Elaine
> > > > > > sudah kasih clue tentang FR BUMI, tapi demi hormati Embah
> > Elaine tidak
> > > > > > berani counter.. ^^ takut di banned ^^
> > > > > >
> > > > >
> > > > > Hmmm.., kemarin malem saya juga mencoba bertanya ke Mbah utk
> > cross
> > > > > check apakah benar pd tgl 28/03 bandar akumulasi BUMI?
karena
> > saya liat
> > > > > hari itu malah bandar jualan..., tapi mungkin posting saya
> > ngga kebaca
> > > > > Mbah.
> > > > >
> > > > > Salam,
> > > > > JsxTrader
> > > > >
> > > > >
> > > >
> > > >
> > >
> >
> >
> >
>
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