Ahli Strategi Investasi dari Merrill dan JP Morgan sudah keluarkan rekomendasi SELL Agri, Mining and Commodities.
Yes, IDX will be red today, because of the switching process. Pak Oen sudah kasih bocoran: NO to COMMODITIES Your call. ----- Original Message ----- From: Prasetyo, Hani To: obrolan-bandar@yahoogroups.com Sent: Thursday, July 17, 2008 12:24 PM Subject: RE: [obrolan-bandar] Next Movement: Property & Financials Personally I have faith in commodity stocks (energy - CPO - mining) for LT. just wait for another shoot to collect at 2000. banks only temporary rebound. for property. not yet lah..(Inflation issue ahead).. infrastructure n consumer goods. so-so lah. don't forget to put political issue in your assumption. SAFE Trading. friends. ------------------------------------------------------------------------------ From: obrolan-bandar@yahoogroups.com [mailto:[EMAIL PROTECTED] On Behalf Of Elaine Sui Sent: Thursday, July 17, 2008 10:13 AM To: obrolan-bandar@yahoogroups.com Subject: Re: [obrolan-bandar] Next Movement: Property & Financials 2008/7/17 Irawan Sudarman <[EMAIL PROTECTED]>: CTRP bgmn ibu ? 2008/7/17 Bettina Tan <[EMAIL PROTECTED]>: Laa.. Laa.. Telco's competition become stiff ameer, in addition to negative government regulation to telco sector.. I prefer BBRI, BBCA and Panin Group for Financials and CTRA, ELTY and TOTL for properties.. On 7/17/08, sultan qatar <[EMAIL PROTECTED]> wrote: Don't forget ISAT and the gank, TLKM + BTEL Pada tanggal 17/07/08, Bettina Tan <[EMAIL PROTECTED]> menulis: Selamat berbahagia.. Dow naik tajam tadi malam, tapi masih riskan karena banyak yang berpendapat kenaikan Dow tadi malam hanya sementara. Jadi coba untuk collect sedikit2 dan disiplin cut loss. Menurut saya sektor yang agak aman dan dipakai untuk menaikkan indeks dalam waktu dekat adalah Property & Financials karena kedua sektor ini agak bertahan sewaktu kejatuhan kemarin. Untuk mining, walaupun dua hari terakhir chartnya agak bagus namun hanya ditopang sentimen IPO ADRO, sedangkan fundamental untuk mining masih kurang bagus karena kejatuhan harga mining commodities. Have fun, safety first! This email and any attachments are confidential and may also be privileged. If you are not the addressee, do not disclose, copy, circulate or in any other way use or rely on the information contained in this email or any attachments. If received in error, notify the sender immediately and delete this email and any attachments from your system. Emails cannot be guaranteed to be secure or error free as the message and any attachments could be intercepted, corrupted, lost, delayed, incomplete or amended. Standard Chartered PLC and its subsidiaries do not accept liability for damage caused by this email or any attachments and may monitor email traffic. Standard Chartered PLC is incorporated in England with limited liability under company number 966425 and has its registered office at 1 Aldermanbury Square, London, EC2V 7SB. Standard Chartered Bank ("SCB") is incorporated in England with limited liability by Royal Charter 1853, under reference ZC18. The Principal Office of SCB is situated in England at 1 Aldermanbury Square, London EC2V 7SB. In the United Kingdom, SCB is authorised and regulated by the Financial Services Authority under FSA register number 114276. If you are receiving this email from SCB outside the UK, please click http://www.standardchartered.com/global/email_disclaimer.html to refer to the information on other jurisdictions.
