Bung Rano Karno,

Analoginya bagus sekali. Tapi kabar terakhir ekonomi amerika agak
memburuk, US dollar melemah (kecuali terhadap rupiah, ho..hoo..hooo..). 
Ekonomi paman sam kan 30% dunia, ada dampaknya kah ?


  ----- Original Message ----- 
  From: Karno Edy 
  To: obrolan-bandar@yahoogroups.com 
  Sent: Wednesday, November 29, 2006 1:27 AM
  Subject: Re: Fw: [obrolan-bandar] Bear Season ?!?



  Ane analogikan begini :
    1.. Kendaran = fundamental para emiten 
    2.. Bahan bakar = suku bunga 
    3.. Regional market = arus
    a.. Kalo kendaraan bagus bahan bakarnya campur minyak tanah, majunya bisa 
batuk-batuk. 
    b.. Kalo kendaraan udah reyot pake bahan bakar bagus ngap-ngapan juga. 
    c.. Tapi kalo kendaraan bagus dan bahan bakar full berpacu ke utara 
kemudian dihadang arus/banjir menuju selatan, bisa keseret arus tuh..
  Note :
    a.. Pengaruh suku bunga terhadap index signifikan, silakan gambarkan 
sendiri suku bunga sbi VS IHSG di tahun 2006. 
    b.. Arah suku bunga Indonesia di tahun 2006 (cenderung turun) tidak searah 
dengan arah suku bunga global (cenderung naik) 
    c.. Masih ada peluang penurunan suku bunga dari saat ini 10.25% ke 9%-an.

  Comment ane :
    a.. Index udah tinggi, tapi bahan bakarnya mendukung (makanya kuat nanjak 
sampe ke puncak). 
    b.. Kalo index di sekitar gini gak usah berharap window dressing, udah ijo 
semua apa lagi yg mau dipoles. Kalo sampe akhir tahun bear, baru window 
dressing lebih masuk akal. 
    c.. Regional bullish, DJ & BEJ tembus rekor baru. Tapi kalo external 
berbalik arah hati-hati bisa keseret. Kebersamaan global (naik turun sama2) 
terlihat hari ini (DJ ijo, Asia ijo) dan kemarin (DJ -150, Hangseng sempet 
-500, regional & BEJ nyungsep)

  Cheers,
  Karno



    ----- Original Message ----- 
    From: Santo Vibby 
    To: obrolan-bandar@yahoogroups.com 
    Sent: Wednesday, November 29, 2006 4:57 PM
    Subject: Re: Fw: [obrolan-bandar] Bear Season ?!?



    U happy i happy uncle FS :D

    Thx u so much hehehe


      ----- Original Message ----- 
      From: Frederick Schubert 
      To: obrolan-bandar@yahoogroups.com 
      Sent: Wednesday, November 29, 2006 3:41 PM
      Subject: Re: Fw: [obrolan-bandar] Bear Season ?!?



      let's see at the close....but it's better than 1680....RITE...?
      Candle stick for dinner..?

      Santo Vibby <[EMAIL PROTECTED]> wrote:

        hehehehehe...................
        How about if I jack up the main index tomorrow by another 30 points.. 
and close at 1718..?
        would you have another bearish comment..?
        disclaimer....just a joke.....

        Santo Vibby <[EMAIL PROTECTED]> wrote:
          Please.. beware of BEAR season...  Jika market ditutup dibawah 1709.. 
please be packed, lift ur skirt, and RUN DONT WALK !!

          Good Luck

          Vibby

          Note : 
          Disclaimer... decissions is your.. mau denger sukur, kaga jg gak 
masalah.. jgn cerewet ke saya ya :D



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