Pasar nikel memang masih dihantui oleh tingginya inventory global, walaupun
mulai pertengahan April sudah mulai trending down. Kelihatannya harga memang
lagi di push down supaya inventory bisa di squeeze secepatnya dan juga buat
menekan substitusi nikel, pig iron, yang pasti terpukul dengan kenaikan harga
besi dan murahnya harga nikel. Dengan kecepatan penurunan inventory sekarang,
seharusnya sekitar 3Q kita bisa melihat recovery dari harga nikel ini.
Masih banyak yang berkepentingan dengan ANTM, so it won't go easily to below
3000!! (last time was easier due to heafty buying using margin account, and now
the marginers went to BUMI!!)
----- Original Message ----
From: Elaine <[EMAIL PROTECTED]>
To: obrolan-bandar@yahoogroups.com
Sent: Saturday, May 24, 2008 7:19:44 PM
Subject: Re: [obrolan-bandar] Elaine is not afraid of BBM raise... She is not a
chicken
ANTAM can go easily to 2700 and INCO to 5000 (previously I said 6000 :P). Then
sideways for about a year. The nickel market now is just awfully weak, even
with the current weak dollar. I want 50% discount from highest. lol..
Undervalued means high ROE/ROI, low P/E, growing EPS, low debt, high liquidity,
discount 30-70% from highest. I bet you didn't do your own research before
making any transaction. Am I right?
And you are quite NOISY for a long term investor...lol. .
Elaine
2008/5/24 Frendy <wildwildwest84@ gmail.com>:
El, saham undervalued kalo boleh kasih contoh ?
ANTM + INCO apakah termasuk undervalued ?
gimana dgn AALI dan TINS ?
thx......
----- Original Message -----
From: Elaine
To: obrolan-bandar@ yahoogroups. com
Sent: Saturday, May 24, 2008 1:30 AM
Subject: Re: [obrolan-bandar] Elaine is not afraid of BBM raise... She is not a
chicken
Investor tidak takut volatility. Elaine pasti absorb kalau undervalued,
obviously not stocks like BUMI @8000.
Elaine
2008/5/24 abdulrahim abdulrahim <abdul.rahman. [EMAIL PROTECTED] com>:
Khan kemaren ngomong gitu, gak takut kenaikan BBM. Jadi tenang aja.
Doi absorb terus
2008/5/23 Frendy <wildwildwest84@ gmail.com>:
> gw sih ikutan kapal El hari rabu.......hari ini kapal El udah mau tenggelam
> kena ombak....
> hiks....hiks. ....ayo lady captain El......taklukan ombak BEI....jangan mau
> ditenggelamin. ...
> apa perlu banteng 1 ekor dilepas nih di atas kapal ? hehehehe.... ..
>
>
>
> ----- Original Message -----
> From: Rully
> To: obrolan-bandar@ yahoogroups. com
> Sent: Friday, May 23, 2008 9:23 PM
> Subject: [obrolan-bandar] Re: Pengaruhnya apa BBM naik 30% ke market?,.,
>
> 2.000, here we come...
>
> Dah pada cash semua, kan?
>
> --- In obrolan-bandar@ yahoogroups. com, mike harnett
> <mike_harnett2002@ ...> wrote:
>>
>>
>> sepertinya sudah price-in deh ya,.,. market kemarin2 sampe ke
> 2.200an.,,
>>
>> atau mau heading ke 2.800 lagi,. or fallen slide to 2.000 level yahh?
>>
>
>
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