Kita lihat saja bro... :)
2012/2/27 <[email protected]> > ** > > > ** Bulan April nya baru mulai rally panjang ya pak :) > Sent from my BlackBerry® smartphone from Sinyal Bagus XL, Nyambung > Teruuusss...! > ------------------------------ > *From: * ZFQ <[email protected]> > *Sender: * [email protected] > *Date: *Mon, 27 Feb 2012 16:15:52 +0700 > *To: *<[email protected]> > *ReplyTo: * [email protected] > *Subject: *Re: [saham] Re: IHSG Usai Jumat, What is Next? > > > > setiap bulan februari IHSG pasti koreksi kok...coba aja liat historical > chart thn 2009,10 & 11... sama kayak skr > > 2012/2/27 D Wijaya <[email protected]> > >> ** >> >> >> Kasi toleransi sampai besok, kalo masih gak mau naik ya apa boleh buat >> hehehe.... >> >> >> On 2/27/12, kangduren <[email protected]> wrote: >> > banking yg small cap bertahan. >> > >> > --- In [email protected], D Wijaya <stocksucker@...> wrote: >> >> >> >> Hari ini jika BANKING jalan, semua duit akan kumpul kesana, kalo >> >> jalan, kalo enggak duitnya juga kumpul disana, cuman posisinya di bid >> >> hehehe.... >> >> >> >> On 2/27/12, positif01 <positif01@...> wrote: >> >> > [image: Inline image 1] >> >> > >> >> > Sejumlah pihak masih penasaran dan banyak bertanya apa gerangan yang >> >> > terjadi pada Jumat kemarin hingga IHSG terkoreksi -1,6% menyentuh >> level >> >> > terendah 7-minggu. >> >> > * >> >> > * >> >> > *Reuters, 24 Peb.*: >> >> > *Indonesia lost 1.6 percent to hit a near seven-week low after its >> >> > central >> >> > bank governor said inflation will rise above 5.5 percent this year if >> >> > the >> >> > government raises subsidised **fuel prices by more than 1,000 rupiah >> >> > ($0.11) a litre.* >> >> > >> >> > Sejauh mana pasar telah bereaksi terhadap menghangatnya pemotongan >> >> > subsidi? >> >> > Cukupkah? >> >> > *NYSE, 24 Peb.*: >> >> > Merespon penurunan IHSG Jumat, ETF saham-saham *big-caps* Indonesia >> yang >> >> > diperdagangkan di NYSE, IDX <http://finance.yahoo.com/q?s=IDX> dan >> >> > EIDO<http://finance.yahoo.com/q?s=EIDO>masing-masing >> >> > melemah -2,39% dan -3%. Yang menarik, volume perdagangan yang biasa >> saja >> >> > dan tidak menunjukkan *spike*naik drastis, mengindikasikan *no >> >> > conviction* terhadap >> >> > tekanan harga. >> >> > >> >> > Bagaimana pandangan teknis riset pasar terhadap implikasi pemotongan >> >> > subsidi yang mendorong kenaikan laju inflasi? >> >> > >> >> > *Market Status Indonesia* sudah kami *broadcast* *"market under >> >> > pressure"* >> >> > per >> >> > 07 Peb. dan kembali diturunkan menjadi *"market in correction"* per >> 16 >> >> > Peb. >> >> > >> >> > [image: Inline image 1] >> >> > >> >> > Masuk dalam *timeline* penyesuaian market status tersebut adalah >> >> > rekomendasi *downgrade Indonesia Market* dari, di antaranya, Credit >> >> > Suisse >> >> > dan J.P. Morgan. Pemotongan subsidi BBM dan antisipasi inflasi sudah >> >> > menjadi basis pertimbangan dalam penyesuaian *market >> status/downgrade*. >> >> > Bukan hal baru. >> >> > >> >> > [image: Inline image 2] >> >> > Jika demikian, bagaimana pasar bersiap menghadapi minggu-minggu >> >> > selanjutnya? Maju atau mundur? >> >> > >> >> > *Highlights* dari J.P. Morgan yang kami *broadcast* sebelumnya sudah >> >> > cukup >> >> > jelas menjawab antisipasi pasar ke depan, apakah retreat yang >> menyertai >> >> > naiknya *concerns* mengenai BBM dan inflasi ini merupakan *permanent >> >> > exit >> >> > signal* atau *buying opportunity*. >> >> > >> >> > J.P. Morgan, Indonesia Strategy, 17 Peb.: >> >> > *Although underperformers YTD, Indonesian equities are still within >> 7% >> >> > of >> >> > their all-time high. We sense that underperformance and the subdued >> >> > market >> >> > response to policy action has led to investors evaluating risks, >> which >> >> > in conjunction with the 20% P/E premium to the region may weigh on >> >> > performance further. We see some similarities to conditions in 4Q10, >> >> > when >> >> > underperformance was followed by a correction, which ultimately >> proved >> >> > to >> >> > be a buying opportunity. Fund flows have turned negative in the last >> >> > fortnight, and our in-house index of investor interest reinforces >> >> > the possibility of an imminent correction.* >> >> > >> >> > Financial Times, 24 Peb.: >> >> > *The historical record suggests investors should look forward to a >> cut >> >> > in >> >> > subsidies. Equities jumped during past petrol price hikes in 2005 and >> >> > 2008 >> >> > as investors were optimistic the government would use the savings for >> >> > infrastructure-related spending, they say. This time, with the land >> >> > reform >> >> > in hand, that spending could even start to come through.* >> >> > >> >> > *Specifically, what to do in short term?* >> >> > >> >> > Bloomberg, 24 Peb.: >> >> > *Investors will have to rebalance portfolios, selling stocks that are >> >> > inflation- and interest-rate sensitive.* >> >> > -- >> >> > '+' >> >> > >> >> > Follow positif01indo on Twitter: https://twitter.com/# >> !/positif01indo >> >> > >> >> > Persetujuan *request followers* baru diberikan hanya satu kali tiap >> >> > akhir >> >> > kuartal maks 500 *request */ diskresi kami. >> >> > >> >> >> > >> > >> > >> >> > >
