Re: [obrolan-bandar] Re: Stocks to fall AT LEAST another 40%! Here’s why

[indeksbei3000]

Ane ngomongin 2 Bank itu aja.
Ga ngomongin yg lain.bukan di fiji, bukan di tonga. 
Boleh cek data2nya.
Cek Leveragenya, cek NPL nya, Cek CAR nya.
Please SHOW your DATA on Those Two Bank.
Sent from my BlackBerry® smartphone from Sinyal Bagus XL, Nyambung Teruuusss...!

-----Original Message-----
From: Baso TAHU <tahub...@yahoo.com>

Date: Fri, 20 Feb 2009 18:02:22 
To: <obrolan-bandar@yahoogroups.com>
Subject: Re: [obrolan-bandar] Re: Stocks to fall AT LE
 AST another 40%! Here’s why


Nggak ngiler lah! Dimana2 saham bank harus turun nggak terkecuali Indonesia.. 
Soalnya ini krisis kepercayaan. Satu bank sudah nggak bisa dipercaya BV-nya, yg 
lainpun termasuk bank di Indo, Tonga , Fiji, nggak bisa dipercaya.
Bank ngandalkan revenues dari kucuran kredit, dan fee, pakai leverage. Kalo 
misalkan mau expor L/C Bank eropa sudah nggak terpakai, gimana bank lokal dapat 
income exim, otomatis revenues berkurang. BV bank2 USA, Eropa sangatlah marked 
to market, jadi kalo bener2 up to date turun terus. At least bank lokalpun 
BV-nya nggak bisa dipercaya. Sekarang kredit di Indonesia sangat ketat.
BV bank dimanapun semakin kecil, jelas USA terparah. Kalo mau aman beli emiten 
non bank, at least BVnya lebih beneran!

--- On Sat, 2/21/09, indeksbei3...@gmail.com <indeksbei3...@gmail.com> wrote:

From: indeksbei3...@gmail.com <indeksbei3...@gmail.com>
Subject: Re: [obrolan-bandar] Re: Stocks to fall AT LEAST another 40%! Here’s 
why
To: obrolan-bandar@yahoogroups.com
Date: Saturday, February 21, 2009, 1:53 AM






Td malam lihat di cnbc, dow turun karena Bernanke bilang ada kemungkinan 
nasionalisasi bank sementara Geitner bilang Nasionalisasi bank is not good.
Kalau Citi dan BoA bankrupt, wajar aja krn bnyk toxic debt.siapa yg mau beli?
Tapi kalau BBRI sm BBCA di obral murah, masa ga ngiler?

:) 
Sent from my BlackBerry® smartphone from Sinyal Bagus XL, Nyambung Teruuusss... 
!


From: "troyanese" 
Date: Sat, 21 Feb 2009 01:36:05 -0000
To: <obrolan-bandar@ yahoogroups. com>
Subject: [obrolan-bandar] Re: Stocks to fall AT LEAST another 40%! Here’s why



Mungkin ada member di sini yang tau saham2 di BEI dengan PER rendah 
dan dividen tinggi, jadi member yang lain bisa mulai liat liat 
sahamnya untuk dikoleksi. Mungkin saja saham2 di BEI sebenarnya udah 
lebih murah dari di DOW kan ? Jadi ngarep turun lebih dalam lagi juga 
susah.

--- In obrolan-bandar@ yahoogroups. com, "troyanese" <troyan...@. ..> 
wrote:
>
> Kalo gak salah kata si mbah kan si BUMI ini tinggal saham bagus di 
BEI 
> ? Tapi masa iya sih ? 
> 
> 
> --- In obrolan-bandar@ yahoogroups. com, Kabu Nusi <megashoken@ > 
> wrote:
> >
> >  
> > maksudnya stock-price akan terus turun 'mengikuti' company earning 
> yg menurun, 
> > kalau company earning naik ... stock-value jadi naik? 
> >  
> > bxxx, pe:2 ... kalau bisa pe:6 asik tuh masih bs naik 3 kali 
> lipat   
> >  
> > Salam,
> >  
> > 
> > 
> > --- On Sat, 2/21/09, Cumi Goreng Tepung <cumienak@> wrote:
> > 
> > From: Cumi Goreng Tepung <cumienak@>
> > Subject: Re: [obrolan-bandar] Re: Stocks to fall AT LEAST another 
> 40%! Here’s why
> > To: obrolan-bandar@ yahoogroups. com
> > Date: Saturday, February 21, 2009, 1:10 AM
> > 
> > 
> > 
> > 
> > 
> > 
> > 
> > 
> > 
> > 
> > Eh, sorry. PE 7 dan Dividen yield 6%.
> > 
> > Warning!
> > Kebanyakan cumi berpengaruh buruk bagi kolesterol anda!
> > 
> > 
> > 
> > On Sat, Feb 21, 2009 at 8:09 AM, Cumi Goreng Tepung <cumienak@> 
> wrote:
> > 
> > PE 8, Dividen Yield 6%.
> > Bukankah ini sudah banyak di BEI?
> > 
> > Warning!
> > Kebanyakan cumi berpengaruh buruk bagi kolesterol anda!
> > 
> > 
> > 
> > 
> > 
> > 
> > On Sat, Feb 21, 2009 at 7:26 AM, troyanese <troyanese@> wrote:
> > 
> > 
> > Will This Bear Market and Recession EVER End?
> > Of course it will, eventually. And when it does, incredible 
bargain
> > opportunities will abound. But to make sure you can buy them, you 
> must
> > do two things:
> > 
> > (1) Keep your assets intact and …
> > (2) Wait patiently for that day.
> > 
> > Wait for the damage of the bust to play itself out. Wait for P/E
> > ratios to come back down to their lower range, corresponding to 
deep
> > recessions of the past. Wait for at least 6% dividend yields. 
Then,
> > start thinking about investing in a recovery.
> >
>