Jangan panic !
Kenaikan harga minyak tidak berpengaruh banyak untuk saham pertambangan
karena harga saham pertambangan juga ikut naik, untungnya juga sangat besar.
Jadi tetap beli untuk saham pertambangan Big Cap TINS, ANTM, INCO, PGAS,
BUMI, PTBA ngak usah khawatir.Juga MEDC perlu di lirik.
Untuk CPO seperti AALI, LSIP juga tetap menarik
Sektor lain seperti perbankan, properti, transportasi, manufactur di jauhkan
dulu.
"Jonni Amin,CFA,FRM" <[EMAIL PROTECTED]> wrote:
Saya melihat Indonesia diuntungkan dalam hal komoditas (batubara,
timah, nikel, palm oil dll). Kalau Australia tidak begitu untung karena mata
uangnya menguat terlalu banyak terhadap US dolar. Kenaikan harga komoditas
seperti batubara kalau dikonversikan ke Aus$ tidaklah berubah banyak (bahkan
bisa tidak menguntungkan), tapi berbeda dengan kita. Apalagi, dalam hal PE
masih kecil dibandingkan dengan PE negara lain.
Walaupun sekarang minyak naik hampir mendekati US$90 dollar, kedepan saya
pikir komoditas tetap bagus karena US dollar sebenarnya terdevaluasi.
Yunnan Tin Co., Ltd. (Public, SHE:000960) - Add to Portfolio -
Discuss 000960 Find more results for SHE:000960
80.88
+0.08 (0.10%)
Oct 19 - Close Open: 80.90 Mkt Cap: 43.42B P/E: 98.84
Dividend: N/A High: 82.99 52Wk High: 2,400.00
F P/E: N/A Yield: N/A Low: 75.49 52Wk Low: 75.49
Beta: N/A Shares: 536.86M Vol: 4.95M Avg Vol:
N/A EPS: 0.82 Inst. Own: N/A
Compare
Settings
Link to chart
Historical Prices
Historical Prices
Yunnan Tin's profits surge Release date: 15 Oct 2007
Yunnan Tin Company reported an almost four-fold increase in
profits in the first nine months of 2007. Net income rose to 454 million yuan
($60 million), or 0.85 yuan a share, compared with 120 million yuan, or 0.22
yuan, a year ago, the Yunnan-based company said on 12 October in a preliminary
earnings statement to the Shenzhen Stock Exchange.
YTC, the only listed tin producer in China, has been one of the top performing
shares on the countrys booming stock market this year, increasing tenfold in
price since the start of the year versus a 181% increase in the benchmark CSI
300 index, according to Bloomberg.
Chinese spot tin prices have recently surged to 150,000 yuan ($20,000) per
tonne as a result of strong demand from the solder sector and constraints on
metal production caused by concentrate shortages. CNIA data shows that Chinese
refined tin production in January-August was 97,223 tonnes, up 7.1% on the same
period of 2006, but output has fallen below year-ago levels in every month
since May.
.
__________________________________________________
Do You Yahoo!?
Tired of spam? Yahoo! Mail has the best spam protection around
http://mail.yahoo.com
