Agreed.. Finance & Property might bounced back a bit but who can survive if bi rate goes higher to catch-up with inflation..another krismon ? How Banks can get funding if we continue having a negative BI rate ? Please check bank's credit profile and we may see decline in consumptive credit which've been the fuel of bank's growth in few years back. Main credit output for now is infrastructure project which take years to trickling down the effect... Property market has yet to see the bottom of it...We've got enormous supply of office, retail and high-rise/landed residential supply coming in this year while the excess supply from last year have yet to be absorbed.. We also have miss-matched supply and demand in property market. e.g. luxurious apartment while market need lower class of residential facilities.. (proven in the high demand for rusunami/wa compared to project such as kemang village, ciputra world, and other luxurious property development in major cities).. We might see time where low can get lower and stay low in property stock..because i think the real bubble in indonesia is in property (excluding of course some private companies which building up supply in lower market) ....
2008/7/17 icchanks <[EMAIL PROTECTED]>: > It's just a bull trap for finance and property i think, so wtch out ur > steps or u ll be sorry next, commodity is still bullish until d end of > this year.. Big bozz just switching his stock right now... > > Regards... > > --- In obrolan-bandar@yahoogroups.com <obrolan-bandar%40yahoogroups.com>, > "Bettina Tan" <[EMAIL PROTECTED]> > wrote: > > > > 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 <[EMAIL PROTECTED]> wrote: > > > > > > > > > > > > 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! > > >>>>> > > >>>>> > > >>>> > > >>> > > >>> > > >> > > >> > > >> > > > > > > > > > > > > > > > > > > > > > > >
