Nggak ngiler lah! Dimana2 saham bank harus turun nggak terkecuali Indonesia..
Soalnya ini krisis kepercayaan. Satu bank sudah nggak bisa dipercaya BV-nya, yg
lainpun termasuk bank di Indo, Tonga , Fiji, nggak bisa dipercaya.
Bank ngandalkan revenues dari kucuran kredit, dan fee, pakai leverage. Kalo
misalkan mau expor L/C Bank eropa sudah nggak terpakai, gimana bank lokal dapat
income exim, otomatis revenues berkurang. BV bank2 USA, Eropa sangatlah marked
to market, jadi kalo bener2 up to date turun terus. At least bank lokalpun
BV-nya nggak bisa dipercaya. Sekarang kredit di Indonesia sangat ketat.
BV bank dimanapun semakin kecil, jelas USA terparah. Kalo mau aman beli emiten
non bank, at least BVnya lebih beneran!
--- On Sat, 2/21/09, indeksbei3...@gmail.com indeksbei3...@gmail.com wrote:
From: indeksbei3...@gmail.com indeksbei3...@gmail.com
Subject: Re: [obrolan-bandar] Re: Stocks to fall AT LEAST another 40%! Here’s
why
To: obrolan-bandar@yahoogroups.com
Date: Saturday, February 21, 2009, 1:53 AM
Td malam lihat di cnbc, dow turun karena Bernanke bilang ada kemungkinan
nasionalisasi bank sementara Geitner bilang Nasionalisasi bank is not good.
Kalau Citi dan BoA bankrupt, wajar aja krn bnyk toxic debt.siapa yg mau beli?
Tapi kalau BBRI sm BBCA di obral murah, masa ga ngiler?
:)
Sent from my BlackBerry® smartphone from Sinyal Bagus XL, Nyambung Teruuusss...
!
From: troyanese
Date: Sat, 21 Feb 2009 01:36:05 -
To: obrolan-bandar@ yahoogroups. com
Subject: [obrolan-bandar] Re: Stocks to fall AT LEAST another 40%! Here’s why
Mungkin ada member di sini yang tau saham2 di BEI dengan PER rendah
dan dividen tinggi, jadi member yang lain bisa mulai liat liat
sahamnya untuk dikoleksi. Mungkin saja saham2 di BEI sebenarnya udah
lebih murah dari di DOW kan ? Jadi ngarep turun lebih dalam lagi juga
susah.
--- In obrolan-bandar@ yahoogroups. com, troyanese troyan...@. ..
wrote:
Kalo gak salah kata si mbah kan si BUMI ini tinggal saham bagus di
BEI
? Tapi masa iya sih ?
--- In obrolan-bandar@ yahoogroups. com, Kabu Nusi megashoken@
wrote:
Â
maksudnya stock-price akan terus turun 'mengikuti' company earning
yg menurun,
kalau company earning naik ... stock-value jadi naik?
Â
bxxx, pe:2 ... kalau bisa pe:6 asik tuh masih bs naik 3 kali
lipat Â
Â
Salam,
Â
--- On Sat, 2/21/09, Cumi Goreng Tepung cumienak@ wrote:
From: Cumi Goreng Tepung cumienak@
Subject: Re: [obrolan-bandar] Re: Stocks to fall AT LEAST another
40%! Here’s why
To: obrolan-bandar@ yahoogroups. com
Date: Saturday, February 21, 2009, 1:10 AM
Eh, sorry. PE 7 dan Dividen yield 6%.
Warning!
Kebanyakan cumi berpengaruh buruk bagi kolesterol anda!
On Sat, Feb 21, 2009 at 8:09 AM, Cumi Goreng Tepung cumienak@
wrote:
PE 8, Dividen Yield 6%.
Bukankah ini sudah banyak di BEI?
Warning!
Kebanyakan cumi berpengaruh buruk bagi kolesterol anda!
On Sat, Feb 21, 2009 at 7:26 AM, troyanese troyanese@ wrote:
Will This Bear Market and Recession EVER End?
Of course it will, eventually. And when it does, incredible
bargain
opportunities will abound. But to make sure you can buy them, you
must
do two things:
(1) Keep your assets intact and …
(2) Wait patiently for that day.
Wait for the damage of the bust to play itself out. Wait for P/E
ratios to come back down to their lower range, corresponding to
deep
recessions of the past. Wait for at least 6% dividend yields.
Then,
start thinking about investing in a recovery.
