That's all that matters to me, EL dear. 
Oil went down from $78 to $50+ a few years ago, and sure 1 million traders 
shouting "RIP to oil"...see how much it costs now? Yeah, let it fall to $100, 
still UP significantly from 2 years ago...
ST yes, watch out for falling commodities...temporary I think. 


----- Original Message ----
From: Elaine Sui <[EMAIL PROTECTED]>
To: obrolan-bandar@yahoogroups.com
Sent: Thursday, July 17, 2008 11:01:08 AM
Subject: Re: [obrolan-bandar] Next Movement: Property & Financials


Institutional Investor can kiss their ass goodbye now. Tetapi kalau hold like 5 
years ENERGY, MINING and AGRICULTURE are still very good, and will beat other 
sectors in the long run. Statistically proven.

So take it easy, longtermers.

Elaine


On Thu, Jul 17, 2008 at 10:53 AM, Prasetyo, Hani <Hani.Prasetyo@ 
standardchartere d.com> wrote:

 
BIG FMs get stuck with commodities in their portfolios…….. no wonder no 
downgrade yet…
Lets see the show will goes… I love this game…. yupppyyyyyyyyyyyyy

________________________________

From:obrolan-bandar@ yahoogroups. com [mailto:obrolan-bandar@ yahoogroups. com] 
On Behalf Of Elaine Sui
Sent: Thursday, July 17, 2008 10:42 AM

To: obrolan-bandar@ yahoogroups. com
Subject: Re: [obrolan-bandar] Next Movement: Property & Financials
 
I've sent my 2H08 strategy days ago. Check your archive. I don't know where it 
will move today, but I'll stick to my plan. IDX is so unevenly overweighted 
with energy/plantation stocks, so things may get ugly for the index, but we 
both know each industry has its own time. Every strategy is analyzed carefully, 
not the "get rich quick" type and the like.
2008/7/17 Bettina Tan <bettina.tan@ gmail.com>:
Spooky... What do you think of the market EL? If Agriculture & energy collapse 
then what is the prospective sector in your opinion. Then where do you think 
the market will move today?
 
On 7/17/08, Elaine Sui <you.can.call. me.elaine@ gmail.com> wrote: 
 
2008/7/17 Irawan Sudarman <[EMAIL PROTECTED] com>:
CTRP bgmn ibu ?
2008/7/17 Bettina Tan <bettina.tan@ gmail.com>: 
 
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] com> wrote: 
Don't forget ISAT and the gank, TLKM + BTEL
Pada tanggal 17/07/08, Bettina Tan <bettina.tan@ gmail.com> 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!
 
 

 

 



 


Belum ada downgrade ya...hmm...

Elaine
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.standard chartered. com/global/ email_disclaimer .html to refer to 
the information on other jurisdictions.

 


      

Kirim email ke