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.