EL,apakah bijak jika kita mulai invest di GOLD,sebagai alternative investasi
untuk mengantisipasi efek inflasi ??
--- In obrolan-bandar@yahoogroups.com, Elaine Sui <elainesu...@...> wrote:
>
> *Dividend analysis. Dividend should be capped at the minimum of the
> risk-free rate (bank deposit), which is around 5% to 6%. There is no point
> for investors to invest in a stock that gives lower return than a saving
> rate. I assume (considering the bad condition in the world biggest market,
> the US) dividends will be severely affected in the 2H09.
>
> For example:
> Bumi is now at 2000. Even they're the biggest coal exporters in Indonesia,
> with the dividend of 50 then it returns 2.5% (50 div 2000). Let's say the
> coal price and the export volume are constant, then we better put the money
> on goverment bonds or other triple AAA corp bonds which will give return
> much above 10%. But in reality, of course there are bandars who often
> manipulate the prices.
>
> For BUMI, 1000-1200 is a good start for investment.
>
> For IDX, -1000 is rough figure for 50% discount of the overall market (worst
> case) but I suppose at 1400 level, ppl will start buying again, but I dunno,
> let's see how far it will stretch.
>
>
