kalo di Merrill Lynch ada semacam divisi khusus untuk menangani perdagangan comodity termasuk coal. ada trading coal yg real (sesuai dng stock yg ada), dan juga yg cuma kontrak derivatif (future) yg tidak real.
Pada hari sabtu kemaren, kebetulan ketemu teman lama yg sebelumnya kerja di bagian marketing salah satu coal mining company, pindah kerja ke Merrill Lynch, beliau spesialist di trading comodity coal yg udah bertahun2 makan asam garamnya bisnis coal. menurut teman tsb, demand coal secara fiisik tidak ada penurunan, malah harga coal fisik (real) cendrung kembali mengalami kenaikan. penurunan harga coal hanya terjadi pada transaksi kontrak derivatif yg memang cendrung spekulatif. pada kontrak derivatif tsb, secara real tidak ada coal yg diperjual belikan secara fisik. harga coal diindonesia umumnya mengacu pada harga di new castel, australia. salam, AR On 7/7/08, Herman Tobing <[EMAIL PROTECTED]> wrote: > > Kalau bandarnya kagak baca gimnana? > > > > 2008/7/7 swan silo <[EMAIL PROTECTED]>: > >> semua riset dari sekuritas menyimpulkan saham2 batubara masih >> ok...........buy bumi buy ptba >> >> >> ----- Forwarded Message ---- >> From: sulwan silondae <[EMAIL PROTECTED]> >> To: [EMAIL PROTECTED] >> Sent: Monday, July 7, 2008 1:19:05 PM >> Subject: Fw: Merrill Lynch : Global Metal & Energy >> >> >> >> Subject: FW: Merrill Lynch : Global Metal & Energy >> >> >> >> >> >> >> >> >> >> >> >> >> ----------------------------------------------------------------------------------- >> PRIVILEGED AND CONFIDENTIAL (Disclaimer) >> ----------------------------------------------------------------------------------- >> This e-mail message is intended only for the use of the individual or entity >> to which it is addressed and may contain information that is privileged, >> confidential and exempt from disclosure. If you are not the intended >> recipient, please do not disseminate, distribute, or copy this >> communication, by e-mail or otherwise, or take any action in reliance on it. >> Instead, please notify us immediately by return e-mail (including the >> original message in your reply) to [EMAIL PROTECTED], and then delete and >> discard all copies of the e-mail. >> >> >> Send instant messages to your online friends >> http://uk.messenger.yahoo.com >> >> > >
