Reuters China April iron ore imports hit new record
Chinese iron ore imports hit a new record high for the third consecutive month
in April, showing a rising reliance on imports and undermining efforts by
steelmakers to force mining companies to cut prices.
China's iron ore imports rose to a new high of 53.5 million tonnes in April, up
24.2 percent from a year earlier, the Ministry of Transport said in a report on
its website citing preliminary statistics in late Tuesday.
The figure may vary from data to be issued by the General Administration of
Customs early next week.
Chinese steelmakers have been pushing for a 40 percent price cut in annual
negotiations with global mining majors BHP Billiton, Rio Tinto and Vale, citing
a steel glut and low demand for ore.
But a slew of data showing record iron ore imports, heavier port inventories
and solid domestic steel production recently are providing miners with
arguments to limit any price cuts.
"This could make it difficult for the mills to win that 40 percent or so price
cut they've been pushing for this year," said James Wilson, a mining analyst
for DJ Carmichael & Co in Perth, referring to the record imports for April.
Wilson said part of the reason for the rise in imports could be linked to a
drop in domestic production of magnetite-type ore in China, which is more
costly to produce and buy than spot market ore ready to use and widely
available from importers.
An industry group executive told Reuters on Tuesday that Chinese steel mills
led in the negotiations by Baosteel (600019.SS: Quote) and should be able to
get a price below the spot market, which would mean a cut of more than 30
percent.
But Sam Walsh, the chief executive of Rio Tinto's iron ore division, has warned
that the company may walk away from negotiations with Chinese steelmakers over
contract iron prices if an agreement cannot be reached by the end of June,
according to some media reports in Australia.
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-----Original Message-----
From: "john.nuel" <john.n...@yahoo.com>
Date: Fri, 08 May 2009 10:57:15
To: <obrolan-bandar@yahoogroups.com>
Subject: [ob] Re: Heran BUMI diem hari ini pada pesta group Bakrie ? + INCO
klo gitu INCO BERESIKO TINGGI karena tdak ditopang fundamental yang baik? kata
mbah khan dlm jangka panjang terbukti Fundamental yang menentukan.--- In
obrolan-bandar@yahoogroups.com, "jsx_consultant" <jsx-consult...@...> wrote:
>
> --- In obrolan-bandar@yahoogroups.com, "Peter Alimin" <captivated@> wrote:
> >
> > Newbie coba analisa ya mbah...
>
> Kebanyakan Newbie nih..
>
> Yang Newbie ngakunya jagoan, yang jagoan ngakunya newbie.
>
> Jangan merendah pak, analisa anda sudah profesional, embah aja
> engga pernah bikin analisa TA seperti ini...
>
> Note:
> - Untuk INCO, laporan Q1 2009 relatif sama dengan Q4 2008,
> yg satu untung sedikit dan yg satu lagi rugi sedikit,
> tapi kedua duanya AMBLAS dibanding Q1 2008.
> - Jadi sudah 2 kwartal INCO, cuman kerja bakti engga ada
> hasilnya.
> - Lalu kenapa INCO bisa naik ?. Emiten yg ruginya lebih
> gede aja bisa naik, jadi kenapa INCO engga naik ?.
> Namanya juga Bullish, tinggal BD mau naekin atau engga ?.
> Hari ini INCO break previous High, jadi apa musti tunggu
> INCO bisa untung ?.
>
>
>
>
>
>
>
> > BUMI per kemarin membentuk formasi 7white candle dan dengan gap up kemarin.
> > Juga sempat diperdebatkan apakah ini exhaustion atau continuation gap,
> > bahkan pak Tirta memberi warning akan terjadi island reversal.
> > BD ataupun F bukan sinterklas yang serta merta memberi kita gain, ketika
> > sampai 2000 tadi supply tidak habis2..sempat akan break diisi lagi, ini
> > berarti ada yang sedang TP, saya tidak tahu apa itu BD besar atau Hedge
> > Fund, tapi menurut hemat saya Gap itu sepertinya akan ditutup dulu..mereka
> > kan juga perlu TP, dan akumulasi lagi di bawah..ada baiknya kita tunggu
> > senin, kalau harga ke bawah, tidak ada salahnya kita tunggu di support gap
> >
> > Kemarin hal yang sama terjadi di INCO, supply tidak habis2..dan gap
> > berhasil ditutup hari ini, bahkan bonus bullish engulfing..btw, pak Hans,
> > pak JT, gimana INCO?thx
> >
> >
> > --- In obrolan-bandar@yahoogroups.com, "jsx_consultant" <jsx-consultant@>
> > wrote:
> > >
> > > Kita punya 2 hari weekend untuk menganalisanya, disamping
> > > menunggu kelanjutan DJI yg kemarin koreksi dan pengumuman Capres,
> > >
> > > Jadi masing masing pikirkan dulu dan kasih analisanya sebelum
> > > Senin, oke ?.
> > >
> > >
> > > --- In obrolan-bandar@yahoogroups.com, Lucky Trader <soluckytrader@>
> > > wrote:
> > > >
> > > > Maksud kalimat terakhir apa Mbah ?....
> > > > Apa "Bakri's Show" akan berlanjut minggu depan ?
> > > >
> > > > Thanks
> > > >
> > > >
> > > > On 5/8/09, jsx_consultant <jsx-consultant@> wrote:
> > > > >
> > > > >
> > > > >
> > > > > Yang embah catat dari index +13 ampe +33 (naik 20 point)
> > > > > - BUMI -2%
> > > > > - ASII +7,2%
> > > > > - ANTM +9,8%
> > > > > - TINS +13,8%
> > > > > - INCO +6,7%
> > > > > - INTP +6,1%
> > > > > - INKP +9,2%
> > > > >
> > > > > Terlihat BD berusaha kuat menjaga kehatuhan BUMI dengan
> > > > > mengangkat IHSG dan index mining, Mungkin ini musti
> > > > > dipikirkan...
> > > > >
> > > > > Tapi karena ini Week End, dan pesta group Bakrie masih
> > > > > terjadi hari ini, enjoy aja dulu deh...
> > > > >
> > > > > --- In obrolan-bandar@yahoogroups.com
> > > > > <obrolan-bandar%40yahoogroups.com>,
> > > > > HL <hutanlebat@> wrote:
> > > > > >
> > > > > > Kan mau ngulang sejarah Mbah, balapan Sama Antam.
> > > > > > Jadi sekarang nungguin ANTM dulu ke 1900, baru deh balapan hehehehe
> > > > > >
> > > > > > 2009/5/8 Si iJO <antirokok@>
> > > > > >
> > > > > > >
> > > > > > >
> > > > > > > Cumi cah kangkung enak niyh,
> > > > > > >
> > > > > > > Kangkung orang barusan saya samberr,
> > > > > > >
> > > > > > > Nyayuuurrr ahhhhhh
> > > > > > >
> > > > > > >
> > > > > > > iJO___iJO___iJO___iJO___iJO___iJO___iJO
> > > > > > >
> > > > > > > ------------------------------
> > > > > > > *From*: "CUMI.JK (Buy, TP 5000)"
> > > > > > > *Date*: Fri, 8 May 2009 15:51:45 +0700
> > > > > > > *To*:
> > > > > > > <obrolan-bandar@yahoogroups.com<obrolan-bandar%40yahoogroups.com>
> > > > > >
> > > > > > > *Subject*: Re: [ob] Heran BUMI diem hari ini pada pesta group
> > > > > > > Bakrie ?
> > > > > > >
> > > > > > > FAX! Baru aja ammend tawaran kangkung, malah ada yang obral
> > > > > > > kangkung.
> > > > > > > Xanana Beach!
> > > > > > > Kuncinya emang SABAR, SABAR dan SABAR!
> > > > > > >
> > > > > > > Q: Cumi-cumi mempunyai delapan kaki atau delapan tangan?
> > > > > > >
> > > > > > >
> > > > > > > 2009/5/8 Si iJO <antirokok@>
> > > > > > >
> > > > > > >>
> > > > > > >>
> > > > > > >> Brrrrrrrr....
> > > > > > >>
> > > > > > >> Dingin kena guyuran...
> > > > > > >>
> > > > > > >> *saat-nya pungutin*
> > > > > > >>
> > > > > > >> Qiqiqiqiqiqiqi
> > > > > > >>
> > > > > > >> iJO___iJO___iJO___iJO___iJO___iJO___iJO
> > > > > > >>
> > > > > > >> ------------------------------
> > > > > > >> *From*: Win
> > > > > > >> *Date*: Fri, 8 May 2009 15:41:29 +0700
> > > > > > >> *To*:
> > > > > > >> <obrolan-bandar@yahoogroups.com<obrolan-bandar%40yahoogroups.com>
> > > > > >
> > > > > > >> *Subject*: Re: [ob] Heran BUMI diem hari ini pada pesta group
> > > > > > >> Bakrie ?
> > > > > > >> turunin penumpang gelap kali
> > > > > > >>
> > > > > > >> 2009/5/8 jsx_consultant <jsx-consultant@>
> > > > > > >>
> > > > > > >>>
> > > > > > >>>
> > > > > > >>> Heran BUMI diem hari ini pada pesta group Bakrie ?
> > > > > > >>>
> > > > > > >>>
> > > > > > >>
> > > > > > >>
> > > > > > >>
> > > > > > >
> > > > > > >
> > > > > >
> > > > >
> > > > >
> > > > >
> > > >
> > >
> >
>
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