[ob] Re: FW: UBS Investment Research - Indonesia Property Sector: Eyeing mispricing opportunity
news n riset cc: Bakrieland: FY08 net income overpasses ours and consensus estimates (ELTY, Rp85 Buy, TP: 200) Bakrieland posted FY08 revenues of Rp1.05tn, which came in 4% higher than our estimates but fell short of consensus by 9%. Meanwhile due to rising costs, operating income of Rp226bn, came short of ours and consensus estimates accounting for some 81% of our and consensus full year estimates. The lower than expected results at operating level was compensated by the rise in net income to Rp272bn (+102%yoy), largely boosted by a net forex gain of Rp109bn (vs 0.09bn in 08), which came 48% and 46% above ours and consensus estimates. The company has some Rp1.2bn worth of sales backlog up for realization within the next 24 months, which should keep our FY09F EPS growth forecast intact at 21% yoy based on our previous forecast. We maintain buy as the stock trades at a 83% discount to our NAV09F. --- In obrolan-bandar@yahoogroups.com, Sanjaya mysanjaya...@... wrote: CTRA TP Rp. 505. ELTY TP Rp. 125. SMRA TP Rp. 400. Di Amrik data properti naik diluar perkiraan, apa ini saatnya properti Indonesia juga ikut bergerak? Salam, Sanjaya Eyeing mispricing opportunity ô Lower mortgage rates could reignite demand appetite There has been government pressure to lower lending rates on the ground recently. Our checks suggest mortgage rates have only declined around 100bps from January to average 14% pa by end-February 2009. We believe only rates near 10% pa will lift demand close to sales levels in 2007-08. ô Landed residential segment sales to relatively outperform The property segment that benefits the most from lower mortgage rates is landedresidential especially for mid-to-lower income earners. High-rise residentials earn lower margins than landed and are hence less attractive for developers although demand in the mid-low segment can persist reasonably, in our view. We are negative on investment properties this year. We believe a meaningful increase in rental rates is unlikely. ô 50% discount to our calculated RNAV is attractive We believe that over 50% discount to our property sector universe RNAV has been an attractive entry level. However, the length and intensity of RNAV recovery may vary. Our property stock universe is currently trading at average 4% discount. ô Top pick is SMRA on a relative basis We maintain our Buy ratings for Bakrieland, Ciputra Development, and Summarecon given discount to target RNAV at 38%, 37% and 58%, respectively. We maintain our Sell rating on Lippo Karawaci and Jababeka. Rolling over our RNAV target to year 2010 and adjusting for 2008 figures, we raise our price targets by 14-26%. Our RNAV-derived price targets assume 16.1-16.9% WACC for development properties and 13.1-13.9% single cap-rate for investment properties.
[ob] Fixed Rate KPR Kembali Marak
JAKARTA. Bagi Anda yang ingin membeli rumah, ini saat yang pas untuk berburu kredit kepemilikan rumah (KPR). Sejak Februari kemarin, banyak bank kembali menawarkan produk KPR yang memasang bunga tetap. Maraknya KPR fixed rate tak lepas dari tren bunga acuan BI Rate yang merosot sepanjang lima bulan terakhir. Bank Indonesia telah menggunting BI Rate 1,75%, dari 9,5% per November 2008 menjadi 7,75% per Maret 2009. Penurunan bunga sebesar itu mendorong para bankir berani menawarkan kembali KPR berbunga tetap yang sempat ngetop di tahun 2007-2008. Banyak bank sempat menyetop KPR berbunga tetap ketika BI Rate menanjak 1,5% basis poin selama Mei hingga Oktober 2008. Tapi, untuk mengantisipasi kemungkinan perubahan bunga, bank kini menawarkan KPR berbunga tetap dalam periode terbatas. Ambil contoh, Bank Central Asia (BCA) hanya menawarkan produknya yang bernama Fix and Cap dari 6 Februari 2009 hingga 6 April 2009. KPR Fix and Cap memungut bunga efektif 12,5% selama tiga tahun pertama. Di dua tahun berikutnya, BCA memberlakukan floating rate yang besarnya tidak lebih 14%. Bank Permata, Bank CIMB Niaga dan Bank Danamon juga menawarkan produk KPR serupa. Bank Permata menawarkan KPR Bijak yang mengenakan bunga efektif 6,75% per tahun. Bunga ini hanya berlaku enam bulan, ujar Rosalia Abadi, Head Mortgage Bank Permata. Sedangkan Bank CIMB Niaga mematok bunga KPR tetap sebesar 13,5% sepanjang tahun 2009. Besaran bunga akan berubah sesuai BI Rate di tahun berikutnya, ujar Direktur Bisnis Bank CIMB Niaga Handoyo Soebali. Bank Danamon mengenakan bunga tetap sebesar 13,75% selama enam bulan pertama. Di semester berikutnya, bunga menjadi 14,5%. Wakil Direktur Utama BCA Jahja Setiaatmadja yakin, produk KPR berbunga tetap akan laris manis. Kami tak akan merugi karena cost kami di bawah 4%, tambah Jahja. Namun, Bank Tabungan Negara (BTN) yang merupakan pemain besar di bisnis KPR, tak tergiur menawarkan fixed rate. Kami tetap menawarkan floating rate yang menyesuaikan dengan perubahan BI Rate setiap bulannya, ujar Evi Firmansyah, Wakil Dirut BTN. Dalam hitungan Evi, sistem floating rate justru menguntungkan nasabah karena tren bunga sedang rontok, bukannya mekar. Tak lupa, Evi berjanji, bunga KPR BTN akan segera turun 0,5% menjadi 14% per tahun. http://www.kontan.co.id/index.php/Keuangan/news/10877/Fixed_Rate_KPR_Kembali_Marak
Re: [ob] Parah ...................
berarti yg pake ipot di sini dikit banget hehehe. there's no such thing as free lunch. --- In obrolan-bandar@yahoogroups.com, Asep IG asepi...@... wrote: ini milis obrolan bandar bro... ada tuh 5x postingan tentang ipot ngaco k peace :) asep_iwan_g 2009/3/30 harrywijaya81 harrywijay...@...: mau posting di millis tanya soal para pengguna IPOT aza susah amat apa tulisan saya ini salah ??? d ada 5x tulis , tp gak ada 1 pun yg di posting millis apa2an ini ??? chart IPOT ngaco tolong teman2 sekalian cross cek ulang di chart IPOT candle tgl 25/03/09 ( rabu ) HILANG keknya volume jg ngaco tolong teman2 sekalian cross cek ulang thx :)
[ob] Re: [Milis-AATI] Ketika Saham Jatuh, Kemanakah Uangnya?
uang terus diciptakan. tapi gak bisa dihancurkan, kecuali duit lecek hehe. jadi uang terus mengalir, mencari peluang2. sementara peluang belum muncul, sekarang uang banyak ngendon di bank. mungkin $ 1 trilyun yg idle. di domestik aja ada bank punya duit nganggur $ 1 milyar. --- In obrolan-bandar@yahoogroups.com, Dean Earwicker dean.earwic...@... wrote: *Jadi, jika Anda membeli saham seharga $10 dan kemudian menjualnya dengan hanya $5, Anda akan jelas kehilangan $5. Ini dapat dirasakan bahwa uang Anda pergi ke orang lain, tetapi hal tersebut tidak benar. Ia tidak pergi ke orang yang membeli saham dari Anda dan perusahaan yang mengeluarkan saham itu juga tidak mendapatkan uang Anda. Broker yang juga mendapat tangan kosong, karena anda hanya dibayar untuk melakukan transaksi atas nama Anda. Jadi pertanyaannya, kemana uang pergi?* *Jawaban susahnya:* uangnya ada pada bedebah yang menjual saham ke saya seharga $10, bukan? Harga dari $10 ke $5 adalah kerugian buat yang pegang BARANG, tapi keuntungan buat calon pembeli yang pegang CASH (atau posisi short) karena bisa memiliki barang yang sama di harga yang lebih rendah. Jadi kalau dibilang pasar global menderita kerugian (penurunan nilai) sebesar 6 triliun dollar, artinya ada pihak yang untung sebesar jumlah yang sama. Contohnya misal saya beli obligasi 10bio, ternyata default, bangkrut. Artinya saya rugi 10bio, sedangkan si penerbit obligasi untung (ngemplang) 10 bio. Bisa saja wartawan menulis Dow Jones rontok minus 1000 poin, investor rugi 1T dollar, pertanyaanya investor yang mana? yang take profit waktu DJ 14000 mah cuma nyengir kuda baca berita ini. Ada jawaban lain sebetulnya, yang disebut dengan bunga atau interest, atau komisi, pajak, atau apalah yang membuat suatu *asset dihargai lebih tinggi dari nilai wajarnya*. Inilah yang membuat nilai asset menggelembung, dari tangan ketangan, sehingga nilai asset menjadi sangat tinggi, dipoles sana sini, dipaket jadi produk derivatif, hingga akhirnya BOOM!.. asset bubble crash. Kredit menjadi macet. Seandainya konsumen bisa langsung KPR ke BI, pasti kita bisa dapet bunga sesuai BI-Rate, tapi itu engga mungkin. Bank-bank konsumer bisa bangkrut, makanya BI menyalurkan ke Bank, baru disalurkan ke konsumen, tentunya dengan harga yang lebih tinggi. Ini dinamakan cost of fund, karena bank perlu bayar bunga ke BI, bayar pegawai, sewa gedung, marketing, dsb dsb. Semakin panjang mata rantainya, semakin mahal biaya fund yang harus dibayar. Ini juga yang membuat harga baju di Metro jauh lebih mahal dibanding di mangga dua, karena cost di Metro lebih tinggi. Biaya sewa tempat, iklan, spg, dsb. Mau dibeli dari manapun, setiap baju engga mungkin dipake lebih dari dua hari, atau dipakai lebih dari satu orang sekaligus, dengan kata lain nilai intrisik dari baju ini adalah sama.* Price is not value. Price is what you pay, value is what you get (siapa yang bilang ya, WB kalo engga salah) * *Jawaban gampangnya:* ya ilang soalnya engga hokie aja hehe. **Regards, DE Pada 30 Maret 2009 20:19, Pengamat Market kalipatul...@...menulis: An Interesting article by: Andre Pamungkas Pernahkah Anda ingin mengetahui apa yang terjadi dengan kaus kaki Anda ketika Anda meletakkan mereka ke dalam dryer kemudian mereka tidak pernah terlihat lagi? Ini adalah misteri yang tidak dapat dijelaskan karena mungkin tidak ada jawaban. Banyak orang merasakan hal yang sama ketika tiba-tiba menemukan bahwa saldo account mereka telah menurun banyak. Jadi, kemana uang itu pergi? Untungnya, uang yang diperoleh atau kalah pada saham tidak hanya hilang. Membaca untuk mencari tahu apa yang terjadi dan apa yang menyebabkan. *Uang Yang Menghilang * Sebelum kita mengetahui bagaimana uang hilang, ini sangat penting untuk dipahami bahwa meskipun pasar bull (appreciating) atau bear (depreciating), penawaran dan permintaan mengendalikan harga saham, dan fluktuasi harga saham menentukan apakah Anda akan membuat keuntungan atau kerugian. Jadi, jika Anda membeli saham seharga $10 dan kemudian menjualnya dengan hanya $5, Anda akan jelas kehilangan $5. Ini dapat dirasakan bahwa uang Anda pergi ke orang lain, tetapi hal tersebut tidak benar. Ia tidak pergi ke orang yang membeli saham dari Anda dan perusahaan yang mengeluarkan saham itu juga tidak mendapatkan uang Anda. Broker yang juga mendapat tangan kosong, karena anda hanya dibayar untuk melakukan transaksi atas nama Anda. Jadi pertanyaannya, kemana uang pergi? *Nilai Implicit dan Explicit* Yang paling mudah untuk menjawab pertanyaan ini adalah bahwa uang itu benar-benar hilang dalam udara, seiring dengan penurunan permintaan saham, atau khususnya dengan penurunan persepsi investor. Tetapi kapasitas uang ini larut ke dalam pertunjukan yang rumit dan kontradiktif. Uang adalah penggoda yang sulit dimengerti, mengoda dalam mimpi dan fantasi, dan kenyataan ini kita peroleh sehari-hari.
[ob] Mark-to-Market Lobby Buoys Bank Profits 20% as FASB May Say Yes
Mark-to-Market Lobby Buoys Bank Profits 20% as FASB May Say Yes By Ian Katz and Jesse Westbroo March 30 (Bloomberg) -- Four days after U.S. lawmakers berated Financial Accounting Standards Board Chairman Robert Herz and threatened to take rulemaking out of his hands, FASB proposed an overhaul of fair-value accounting that may improve profits at banks such as Citigroup Inc. by more than 20 percent. The changes proposed on March 16 to fair-value, also known as mark-to-market accounting, would allow companies to use significant judgment in valuing assets and reduce the amount of writedowns they must take on so-called impaired investments, including mortgage-backed securities. A final vote on the resolutions, which would apply to first-quarter financial statements, is scheduled for April 2. FASB's acquiescence followed lobbying efforts by the U.S. Chamber of Commerce, the American Bankers Association and companies ranging from Bank of New York Mellon Corp., the world's largest custodian of financial assets, to community lender Brentwood Bank in Pennsylvania. Former regulators and accounting analysts say the new rules would hurt investors who need more transparency, not less, in financial statements. Officials at Norwalk, Connecticut-based FASB were under tremendous pressure and more or less eviscerated mark-to- market accounting, said Robert Willens, a former managing director at Lehman Brothers Holdings Inc. who runs his own tax and accounting advisory firm in New York. I'd say there was a pretty close cause and effect. Willens, investor-advocate groups including the CFA Institute in Charlottesville, Virginia, and former U.S. Securities and Exchange Commission Chairman Arthur Levitt oppose changes that would enable banks to put off reporting losses. `Outrageous Threats' What disturbs me most about the FASB action is they appear to be bowing to outrageous threats from members of Congress who are beholden to corporate supporters, said Levitt, now a senior adviser at buyout firm Carlyle Group and a board member at Bloomberg LP, the parent of Bloomberg News. FASB spokesman Neal McGarity said the proposal allowing significant judgment was in the works prior to the Washington hearing and was merely accelerated for the first quarter, instead of the second quarter. The plan on impaired investments was an attempt to address an important financial reporting issue that has emerged from the financial crisis, he said. Mary Schapiro, sworn in as SEC chairman in January, testified to Congress on March 11 that the agency recommends more judgment in the application, so that assets are not being written down to fire-sale prices. Unrealized Losses Goldman Sachs Group Inc. investment strategist Abby Joseph Cohen and Nouriel Roubini, the New York University professor who predicted last year's economic crisis, made bearish forecasts last week about the outlook for the banking industry. Cohen says banks aren't yet in the clear, and Roubini expects the government to nationalize more lenders as the economy contracts. The 24-member KBW Bank Index rose 21 percent in March, after slumping 75 percent during the prior 12 months. By letting banks use internal models instead of market prices and allowing them to take into account the cash flow of securities, FASB's change could boost bank industry earnings by 20 percent, Willens said. Companies weighed down by mortgage- backed securities, such as New York-based Citigroup, could cut their losses by 50 percent to 70 percent, said Richard Dietrich, an accounting professor at Ohio State University in Columbus. This could turn net losses into significant net gains, Dietrich said. It may well swing the difference as to whether bank earnings are strong this quarter, or flat to negative. `Unintended Consequences' Citigroup had $1.6 billion of losses last year for so- called Alt-A mortgages, according to the company's annual report. That loss would be erased with the new FASB rules, Dietrich said. Bank of America Corp. in Charlotte, North Carolina, reported income before income taxes last year of $4.4 billion. The FASB proposal on impaired securities would increase that figure by about $3.5 billion, or the amount of other- than-temporary losses that the company recognized, Dietrich said. The new rule would mean the loss would be stripped out of net income, boosting earnings, though it would still be reported in financial statements. We're studying the proposals, Bank of America spokesman Scott Silvestri said. Citigroup spokesman Michael Hanretta declined to comment. While helping lenders report higher earnings, FASB's changes may hurt Treasury Secretary Timothy Geithner's plan to remove distressed assets from bank balance sheets, Dietrich said. Allowing companies to hold on to assets without writing them down could discourage them from selling the securities, which would work against Treasury's objective to resuscitate
[ob] Global Economic Slide May Be Subsiding as G-20 Leaders Gather
Global Economic Slide May Be Subsiding as G-20 Leaders Gather By Simon Kennedy April 2 (Bloomberg) -- Leaders of the most powerful nations meet today amid signs that the world economy is stabilizing after months of freefall. The Group of 20 summit convenes in London as some reports suggest the pace of decline is easing. U.S. durable-goods orders and home sales rose in February, Chinese urban investment surged 26.5 percent in the first two months of the year, and German investor confidence in March reached its highest level since July 2007. The Standard Poor's 500 Index last month rallied the most in seven years. Policy makers must still contend with plenty of bad news: The World Bank is warning of an unemployment crisis, and the U.S. Labor Department is forecast to report tomorrow that the jobless rate is now the highest in a quarter-century. The challenge for the G-20 is to turn the early indications that the worst is over into a fully fledged recovery. If you look at history, equity markets rally before the economy does, said Alastair Newton, a political analyst at Nomura International and a former U.K. government official. With the worst in unemployment to come, there's still pressure on the leaders to act. U.S. President Barack Obama, U.K. Prime Minister Gordon Brown and their G-20 counterparts -- responsible for 85 percent of the world economy -- are gathering to push along an agenda aimed at ending the slump and avoiding a repeat of the financial crisis that caused it. They are scheduled to release a statement and hold press conferences about 3 p.m. More Cash As the leaders meet to hasten the recovery, they are signaling they will endorse more cash for the International Monetary Fund, seek to revive trade finance and reject protectionism. Initiatives to rein in toxic assets, hedge funds, derivatives trading, executive pay, tax havens and excessive risk-taking by financial firms are also in the works. This meeting will reflect enormous consensus about the need to work in concert to deal with these problems, Obama said yesterday. With police braced for more protests on the streets of the U.K. capital today, there are signs of discord among the policy makers, too. French President Nicolas Sarkozy and German Chancellor Angela Merkel said an agreement to tighten regulation is still some way off, while Japanese Prime Minister Taro Aso criticized Germany's unwillingness to boost spending. We must stand united in our determination to do whatever is necessary, Brown said yesterday. Merkel said she and Sarkozy want results, but we don't want results that have no effect in practice. Impact of Stimulus Evidence is building that the deepest global recession since World War II may be easing -- giving comfort to those who say the G-20's $2 trillion of fiscal stimulus is working, as well as those who argue that enough has been provided. An index compiled by UBS AG economists to show when economic data is stronger than markets expect logged its biggest jump last month since August. Among what economists call the possible green shoots of recovery: In the U.S., sales of new homes rose unexpectedly in February by 4.7 percent, and factory inventories are falling. The rate of contraction in European manufacturing and services industries is slowing. New bank lending quadrupled in China in February and vehicle sales rose 25 percent, while Japanese companies including automaker Nissan Motor Co. say they will increase production in coming months. `Significant Improvement' Our bet is that the global economy is poised for significant improvement, said David Hensley, JPMorgan Chase Co.'s New York-based director of global economic coordination. Investors may already be tuning in. The SP 500 climbed 8.5 percent last month; according to data compiled by the National Bureau of Economic Research and Bloomberg, the index began rising on average five months before recessions ended in 1975, 1982 and 1991. You're seeing encouraging signs of improvement in our markets; we want to reinforce that, U.S. Treasury Secretary Timothy Geithner said yesterday in an interview. Even so, bad news still pervades. Data released yesterday showed that Japanese business confidence plunged to a record low, Chinese manufacturing is shrinking and German retail sales unexpectedly fell. Companies in the U.S. cut an estimated 742,000 workers in March, the most since records began in 2001, according to ADP Employer Services. `In Danger' The global economy is still in danger, said Stephen King, chief economist at HSBC Holdings Plc. He identifies deflation, falling corporate profits and financial protectionism as the biggest threats. As for financial institutions, Deutsche Bank AG Chief Risk Officer Hugo Banziger said March 30 that the credit crisis is far from over. For the G-20 leaders, who already face declining popularity at home, the biggest concern may be slumping payrolls, as
Re: Bls: [ob] OOT : Pemilu 2009
dari detik.com, bukan prediksi atau kampanye tapi sekedar info boleh donk. Fenomena Facebook Mega dan Prabowo Dihujat, SBY Disanjung Laurencius Simanjuntak - detikPemilu Jakarta - Jejaring sosial Facebook tidak hanya dijadikan sebagai sarana membangun pertemanan, tetapi juga bisa digunakan sebagai tempat mendukung dan menghujat Capres 2009. Selain kelompok 'Say No To Megawati', kini muncul 'Say No To Prabowo, dan 'Say Yes To SBY'. Hujatan dan cercaan dilancarkan kepada Prabowo Subianto. Foto yang dipampangkan pun seolah ingin mengembalikan kesan 'ngeri' mantan Pangkostrad yang namanya sering disebut-sebut dalam sejarah hitam tragedi 1998 ini. Dalam foto tersebut Prabowo mengenakan seragam Kopassus lengkap dengan baret merahnya. Tak hanya itu, foto Soeharto muda juga menjadi latar foto yang dibuat tangan-tangan tak bertanggung jawab itu. Prabowo Soeharto Jilid II, demikian yang tertulis di foto tersebut. Pada Senin (6/4/2009) pukul 08.45 WIB pendukung 'Say No To Prabowo' mencapai 618 anggota. Sedangkan Megawati sudah menembus 61.000 anggota. Berbeda dengan Prabowo dan Megawati, capres Partai Demokrat Susilo Bambang Yudhoyono (SBY) justru mendapat pujian dengan munculnya kelompok 'Say Yes To SBY'. LANJUTKAN.!! tulis seorang pendukung. Lain lagi, entah kesengesem dengan kegantengan capres pujaan hatinya atau gimana, seorang anggota wanita berkomentar Kalo gue...sampai mimpi2 segala tidur bareng ma beliauhahahahaha. Dalam jam yang sama, anggota 'Say Yes To SBY' sudah mencapai 4.058 anggota. http://pemilu.detiknews.com/read/2009/04/06/091455/1110757/700/mega-dan-prabowo-dihujat-sby-disanjung --- In obrolan-bandar@yahoogroups.com, dario kurniawan darioamran1...@... wrote: Amin, Mudah2an cara pencontrengan nanti tidak dijadikan alasan ribut2 mengingat ini pertama kali contreng setelah sebelumnya coblos mencoblos... Semoga masalah contrengan gak menjadi masalah krusial mengingat bisa dijadikan alasan macam2.. Dario Amran --- Pada Ming, 5/4/09, A Moeis Ibrahim ami_4...@... menulis: Dari: A Moeis Ibrahim ami_4...@... Topik: [ob] OOT : Pemilu 2009 Kepada: obrolan-bandar obrolan-bandar@yahoogroups.com Tanggal: Minggu, 5 April, 2009, 5:23 PM Insya Allah empat hari lagi, bangsa kita akan menyelenggarakan acara besar yaitu PEMILU 2009. Marilah kita mulai hari ini sama2 memanjatkan doa ke hadlirat YMK sesuai dengan agama kita masing2, memohon semoga acara tersebut terlaksana dengan baik dan aman. Semoga YMK melindungi bangsa ini, terhindar dari aksi2 anarkis yang menuju kepada perpecahan pasca Pemilu. Amin ya Rabbal Alamin. Salam A Moeis Ibrahim Pemerintahan yang jujur bersih? Mungkin nggak ya? Temukan jawabannya di Yahoo! Answers! http://id.answers.yahoo.com
Re: [ob] ASK: to technical traders (about correction)
April 7 (Bloomberg) -- Marc Faber, the investor who recommended buying U.S. stocks before the steepest rally in more than 70 years, said the Standard Poor's 500 Index may drop as much as 10 percent before resuming gains. The index may decline to about 750 and rebound after July, Faber, 63, said in a Bloomberg Television interview in Singapore. Global stock markets are unlikely to fall below their October and November lows, he said. We need some kind of correction, maybe around 5 to 10 percent, and after that we can maybe rally more into July, said Faber, the publisher of the Gloom, Boom Doom report. The economic news, while it won't be good, the rate of getting worse will slow down. The SP has rallied 25 percent from a 12-year low since March 9, when Faber advised investors to buy U.S. stocks, saying government actions will boost shares. Asian equities are among the best bets for global investors because they are attractively valued and will benefit the most from a global economic rebound. Faber told investors to abandon U.S. stocks a week before 1987's so-called Black Monday crash and said in August 2007 that U.S. shares were entering a bear market. The SP 500 peaked two months later before retreating as much as 57 percent. Commodities, Banks Faber said he bought some commodity producers in November and is now less interested in these companies after some stocks more than doubled. He is also buying some bank stocks and predicted that Citigroup Inc. shares could easily rebound to around $5 from $2.72 currently. The rebound potential for some of these banks and financial institutions is quite high, Faber said. In Asia, stocks offer much better value than U.S. shares, and investors should seize the opportunity to buy the region's equities on every setback, the investor said. Japanese stocks also look interesting, he added. If you buy Asian equities in the next three months, over the next five to 10 years, for sure you will make money, Faber said. Asian exporting countries will benefit the most from an expansion when it happens. Faber is less favorable on bonds, saying they are entering a long-term bear market that can last for the next 15 years to 20 years. Investors should also diversify into the currencies of Canada, Australia and Singapore because in the U.S. dollar may weaken somewhat, he added. The dollar has strengthened against all of the so-called Group of 10 currencies except the yen in the last 12 months, according to data tracked by Bloomberg. Faber still advises investors to buy gold even though the precious metal is going to be dead money in the next three to six months. He plans to buy more gold if prices drop to between $750 and $800 an ounce, he added. Prices retreated yesterday to $872.8, the lowest in more than two months. --- In obrolan-bandar@yahoogroups.com, JsxTrader⢠jsxtra...@... wrote: Entry lah.., ini koreksi biasa aja.., namanya juga di resistant area, memang kita expect bakal ada penolakan di area skrn ini, tapi so far belum ada signal yg mengkhawatirkan..., kalau bertahan diatas 1510 for few days, we are heading to 1600'an soon..., ane dah pecahin celengan, dan siap trading dgn frame weekly to monthly..., konfirmasi jika close diatas 1650'an lah..., otherwise, masih cipet sana-cipet sini.., hehe. Sent from my BullBerry® smartphone -Original Message- From: Elaine Sui elainesu...@... Date: Tue, 7 Apr 2009 10:21:03 To: obrolan-bandar@yahoogroups.com Subject: Re: [ob] ASK: to technical traders (about correction) *You mean entry plan...? Elaine** * On Tue, Apr 7, 2009 at 10:06 AM, jsx_consultant jsx-consult...@... wrote: IHSG -25 Don't concetrate on index NOW Index can be engineered, concentrate on each STOCK's technical dan Your trade exit plan... --- In obrolan-bandar@yahoogroups.com, Rully rullymainsaham@ wrote: I'll take it. Here's the bet: If I lose, I will treat you a nice dinner If you lose, You will treat me a lunch place: Pacific Place How is that sounds? - Original Message - From: Elaine Sui To: obrolan-bandar@yahoogroups.com Sent: Tuesday, April 07, 2009 11:19 AM Subject: Re: [ob] ASK: to technical traders (about correction) Would you take it? Elaine On Tue, Apr 7, 2009 at 8:52 AM, Rei highwaystar91@ wrote: EL, you mentioned 7:0... Till yesterday, it's only 4:0...3 more to go! Are you planning to take any bet again with OBer? :-)) On Tue, Apr 7, 2009 at 8:35 AM, Elaine Sui elainesui83@ wrote: From your technical perspective, can we expect a correction for today or tomorrow, and how deep? Thanks. Elaine + + + + + + + Mohon saat meREPLY posting, text dari posting lama dihapus kecuali diperlukan agar CONTEXTnya jelas. + + + + + +
[ob] World Bank: China's recovery could start this year
World Bank: China's recovery could start this year World Bank says China recovery could start this year, possibly helping the rest of Asia * Joe Mcdonald, AP Business Writer * Tuesday April 7, 2009, 4:53 am EDT BEIJING (AP) -- China is likely to emerge from its economic slump this year, helping the rest of Asia stabilize and possibly rebound, the World Bank said Tuesday. A ray of hope may be emerging with signs of China's economy bottoming out by mid-2009, the bank said in a statement. A recovery in China -- fueled largely by the country's huge economic stimulus package -- is likely to begin this year and take full hold in 2010, potentially contributing to the region's stabilization, and perhaps recovery. China's economy, the world's third-largest, should expand by 6.5 percent this year, though exports will shrink as Western markets contract, the bank said in a report on Asian economies. That's slower than China's 9 percent growth last year, but still the strongest of any major economy in the world. Many Asian economies are already contracting and expected to shrink further in 2009. Beijing is trying to reduce reliance on trade with a 4 trillion yuan ($586 billion) plan to pump money into the economy through higher public works spending in hopes of boosting domestic consumption. The Chinese authorities have done an incredible amount, said Vikram Nehru, the World Bank's chief East Asia economist, in a video conference from Tokyo. What we're seeing in China is a willingness to take all the necessary action to make sure the economy continues to grow at a relatively rapid pace. Premier Wen Jiabao, China's top economic official, said last month the government was ready to expand its stimulus if the impact of the global crisis worsens. He said Beijing has reserved adequate ammunition, though he gave no details. China's central bank said last week that data pointed toward a recovery, though it gave no details or a timeframe. Some private sector economists already were forecasting that China would pull out of its slump by late 2009. They pointed to higher bank lending and demand for steel and power as tenative signs of economic activity. It's not a question of whether it will get better. It's already getting better, said Frank F.X. Gong, chief China economist for J.P. Morgan. The question is whether something would happen to disrupt that kind of recovery. Gong said he expects China to grow 7.2 percent this year. But he said potential problems include public expectations of a fall in prices, which can discourage spending and investment, a fall in demand for housing or further declines in trade. We are not sure China's exports have seen the bottom yet, so that sector will still be tough, Gong said. If the U.S. economy fails to recover in the second half, China's export slump could last longer. The Washington-based World Bank said pressure for Chinese prices to rise is still low, leaving room for the government to cut interest rates or take other steps to fuel growth. China's growth has plunged as global demand weakened, with exports falling 25.7 percent in February from a year earlier. Private sector analysts are forecasting growth as low as 5 percent this year, down from 2007's 13 percent -- though still the fastest of any major country. The government's official target is 8 percent. Taimur Baig, Deutsche Bank's director of Asia Economics, cautioned that Beijing might have to launch a new stimulus package to maintain growth. We believe that the stimulus package will have a very short-term impact on China's growth trajectory and by the middle of this year we'll actually see a loss of momentum yet again, Baig said in Singapore. We expect the Chinese authorities to counteract this incipient slowdown with another stimulus package by the middle of this year. China is a key customer for other Asian nations that supply raw materials and components for manufacturing and other industries, making its economic health a factor in their ability to emerge from the regional slump. A government-authorized business group reported last week that manufacturing expanded slightly in March following a months-long decline that has thrown at least 20 million people out of work. The World Bank cautioned that Chinese industry will have large unused capacity, possibly leading to weaker investment, slower job growth and downward pressure on prices, which can cut into company profits and investment. China cannot escape the external weakness, it said, and government spending alone cannot offset losses in trade.
[ob] [OOT] Yudhoyonos Popularity May Boost Party Gains in Indonesia Vote
Yudhoyono's Popularity May Boost Party Gains in Indonesia Vote By Leony Aurora and Arijit Ghosh April 8 (Bloomberg) -- Indonesian President Susilo Bambang Yudhoyono's 70 percent personal approval rating is his Democrat Party's strongest asset as it enters the election season seeking to boost its rank as the fifth-largest party in parliament. Polls show the Democrats may more than double their seats in tomorrow's legislative election, building momentum for the presidential contest in July. Since taking power in 2004, Yudhoyono has helped stabilize the economy and reduce terrorism in Indonesia, home to the world's largest Muslim population. Parliamentary gains would lessen Yudhoyono's need for coalition partners, who have blocked some of his moves to combat prevent an economic slowdown. They would also strengthen his hand against opposition leader Megawati Soekarnoputri, whom he defeated in 2004, and against another potential opponent, Vice President Jusuf Kalla, head of the Golkar party in the governing coalition. Yudhoyono would be by far the dominant figure, which he was not when he won the elections in 2004, said R. William Liddle, a professor of politics at Ohio State University in Columbus, Ohio, who has written on Indonesian politics for four decades. He will have to pay a lot less attention to coalition-building. The president's handling of security issues and the economy has helped his popularity. Indonesia has been free of terrorism for 3 1/2 years, following attacks in the previous five years that killed 280 people. National Security The number of Indonesians who consider national security bad declined to 10 percent in December 2008 from 18 percent in September 2005, according to a poll taken by the Indonesian Survey Institute and published in January. A February poll by the Jakarta-based institute showed about half of the 2,455 respondents wanted Yudhoyono, 59, back as president after he reduced gasoline prices three times in three months. That was up from 25 percent in June, a month after the government had increased fuel prices by about 30 percent. Indonesia's economy expanded 6.3 percent in 2007, the fastest pace in 11 years. The number of poor in Asia's third- most populous nation fell to 15.4 percent of the population in March 2008 from 16.7 percent five years ago. Still, the Asian Development Bank forecasts that Indonesia's $433 billion economy will grow by only 3.6 percent in 2009. The eight-year-old Democrat Party, formed to give Yudhoyono a base, was favored by 24 percent of respondents in the institute's survey. Kalla's Golkar party was ranked third with 14.3 percent. Young Party The Democrats fielded candidates for parliament for the first time in 2004 and won about 10 percent of the seats. Kalla's Golkar party, which got 23 percent, is 45 years old. Yudhoyono and his coalition partners, including Golkar, haven't always agreed on policy. In December, Golkar's opposition kept Indonesia's parliament from ratifying a regulation giving the government more power to use state funds to rescue banks, insurers and other financial institutions. The party said the bill gave the central bank and the government too much authority. I, as head of the government, feel this kind of coalition is a bit troubling, Yudhoyono said in an interview with Jurnal Nasional on Feb. 19 that was also published on Yudhoyono's Web site. Coalition ethics as I understand it means the political parties that have representatives in the cabinet shouldn't cause government policies to fail. Candidates Rejected In March 2008, the parliament rejected two candidates proposed by Yudhoyono to replace then-central bank Governor Burhanuddin Abdullah. The government has said it may add to its 71.3 trillion rupiah ($6.2 billion) stimulus package to help the economy expand. Parliamentary approval for the package will be needed. The Democrat party would need an additional 55 seats in addition to its current 57 lawmakers to be able to independently nominate Yudhoyono for re-election. The party is fielding 671 candidates, the most among the 38 parties. Yudhoyono's popularity hasn't fallen below that of opposition leader Megawati since September 2006 and remains higher than Kalla's, according to the survey institute. James Castle, president of CastleAsia, a business advisory services company, cited the surveys for his confidence in Yudhoyono's re-election later this year even if Kalla opposed rather than accompanies him. I think he will win no matter who is vice president, said Jakarta-based Castle, who has lived in Indonesia for 32 years. In a tight race the vice president might make a difference, but I don't see it in this one.
[ob] Re: EXPORT TINS NAIK 30%
tapi harga timah masih disitu2 aja. margin masih tipis. q4 malah rugi karena
beli inventory di harga tinggi dan jual pas harga jatuh. tunggu tins akumulasi
inventory di harga rendah, terus jual di harga tingi saat ekonomi recover.
--- In obrolan-bandar@yahoogroups.com, Bumi T t_b...@... wrote:
http://www.marketwatch.com/news/story/dj-indonesia-march-tin-exports/story.aspx?guid={E81227AF-4C09-4D4A-B29B-081EE2AECBFB}dist=msr_1
Wajib militer di Indonesia? Temukan jawabannya di Yahoo! Answers!
http://id.answers.yahoo.com
[ob] Re: BTEL Naik beneran atau pura2 sih....
efek rumor diakuisisi tlkm? --- In obrolan-bandar@yahoogroups.com, FromBuitenzorg frombuitenz...@... wrote: Nggak memperhatikan BTEL, tau2 udah 57, 58, 59 hehehe...cuma ragu itu naiknya beneran atau gimana ? Kalo dibeli balik lagi ke GOCAP nyesel, kalo gak dibeli tau2 udah CEPEK-an juga nyesel :p Rgrds
[ob] Re: FW: UBS Investment Research - Indonesia Property Sector: Eyeing mispricing opportunity
properti gerak lagi. bahkan asri n bksl. --- In obrolan-bandar@yahoogroups.com, Sanjaya mysanjaya...@... wrote: CTRA TP Rp. 505. ELTY TP Rp. 125. SMRA TP Rp. 400. Di Amrik data properti naik diluar perkiraan, apa ini saatnya properti Indonesia juga ikut bergerak? Salam, Sanjaya Eyeing mispricing opportunity ô Lower mortgage rates could reignite demand appetite There has been government pressure to lower lending rates on the ground recently. Our checks suggest mortgage rates have only declined around 100bps from January to average 14% pa by end-February 2009. We believe only rates near 10% pa will lift demand close to sales levels in 2007-08. ô Landed residential segment sales to relatively outperform The property segment that benefits the most from lower mortgage rates is landedresidential especially for mid-to-lower income earners. High-rise residentials earn lower margins than landed and are hence less attractive for developers although demand in the mid-low segment can persist reasonably, in our view. We are negative on investment properties this year. We believe a meaningful increase in rental rates is unlikely. ô 50% discount to our calculated RNAV is attractive We believe that over 50% discount to our property sector universe RNAV has been an attractive entry level. However, the length and intensity of RNAV recovery may vary. Our property stock universe is currently trading at average 4% discount. ô Top pick is SMRA on a relative basis We maintain our Buy ratings for Bakrieland, Ciputra Development, and Summarecon given discount to target RNAV at 38%, 37% and 58%, respectively. We maintain our Sell rating on Lippo Karawaci and Jababeka. Rolling over our RNAV target to year 2010 and adjusting for 2008 figures, we raise our price targets by 14-26%. Our RNAV-derived price targets assume 16.1-16.9% WACC for development properties and 13.1-13.9% single cap-rate for investment properties.
[ob] Re: jangan jual bumi anda..!
kalau pemilu sukses, mestinya mestakung buat bumi. lagipula masalah bumi bukan di fundamental, tapi corporate governance. --- In obrolan-bandar@yahoogroups.com, artomoro9 artomo...@... wrote: dear obers, apakah setelah pemilu bumi akan jadi ke 1100...? JANGAN JUAL BUMI ANDA HARI INI Mulai hari ini, MARI TAMBAH BUMI ANDA... artomoro penggemar bumi.
[ob] Re: Pion benteng BUMI mulai beraksi
apa abis pemilu bisa ke 1100 sesuai target jend show me the money (artomoro)??? --- In obrolan-bandar@yahoogroups.com, jsx_consultant jsx-consult...@... wrote: BUMI OFFER 950 lagi dihabisin , ini baru INFLOW ke BEI meskipun IHSG -21... Ini menunjukan commitment Bozz untuk menambah dana di BEI meksipun BBRI -9% --- In obrolan-bandar@yahoogroups.com, jsx_consultant jsx-consultant@ wrote: Pion benteng BUMI mulai beraksi Perkiraan embah bahwa ada 2 pion benteng yaitu TLKM dan BUMI mulai terlihat: - BUMI mulai BERAKSI +2,7% disaat IHSG -22 Ternyata advis embah didenger Bozz... hehehe...
Re: [ob] UNSP kebukti
bakrie group kan yg paling kena crash landing. recovery gak mungkin bareng2, satu2 dulu lah mulai dari bumi. anggap aja gem in the mud. asal bukan germ hehehe. --- In obrolan-bandar@yahoogroups.com, welly_oct88 welly_oc...@... wrote: two thumbps up for being stupid stock hehehe --- In obrolan-bandar@yahoogroups.com, Kabu Nusi megashoken@ wrote: two thumbps up --- On Wed, 4/8/09, Elaine Sui elainesui83@ wrote: From: Elaine Sui elainesui83@ Subject: Re: [ob] UNSP kebukti To: obrolan-bandar@yahoogroups.com Date: Wednesday, April 8, 2009, 8:18 AM BUY Bakrie Plantation! Elaine On Wed, Apr 8, 2009 at 2:59 PM, welly_oct88 welly_oct88@ wrote: TErbukti Saham Bakrie yg paling dodol yang laen pada naek ni doang yang dodolnya kaga ketolongan + + + + + + + Mohon saat meREPLY posting, text dari posting lama dihapus kecuali diperlukan agar CONTEXTnya jelas. + + + + + + +Yahoo! Groups Links http://groups.yahoo.com/group/obrolan-bandar/ Individual Email | Traditional http://groups.yahoo.com/group/obrolan-bandar/join (Yahoo! ID required) mailto:obrolan-bandar-dig...@yahoogroups.com mailto:obrolan-bandar-fullfeatu...@yahoogroups.com obrolan-bandar-unsubscr...@yahoogroups.com http://docs.yahoo.com/info/terms/
Re: [ob] Dow tertolong morgage home builder merger
Wall Street is poised for a sharply higher open after Wells Fargo forecast a record $3 billion profit for the first quarter. The news from Wells is a welcome sign for investors who have been looking for signs o whether the credit and lending markets have improved in recent months. http://finance.yahoo.com/news/Stock-futures-jump-on-Wells-apf-14890465.html New jobless claims fall more than expected to 654K. http://finance.yahoo.com/news/New-jobless-claims-fall-more-apf-14890418.html --- In obrolan-bandar@yahoogroups.com, Elaine Sui elainesu...@... wrote: *Well, that's even better! Anyway hows the election process? Is it smooth? Elaine** * 2009/4/9 efendi elias eliasefe...@... YAKIN SEYAKIN YAKINNYA...L O L.OPTIMIS DOW GO TO 9000. --- On *Thu, 4/9/09, Kidod25 kido...@...* wrote: From: Kidod25 kido...@... Subject: [ob] Dow tertolong morgage home builder merger To: obrolan-bandar@yahoogroups.com Date: Thursday, April 9, 2009, 10:36 AM Nanti malam masih yakin dow akan hijau?
[ob] Re: Pemilu 2004 dan ihsg
v-shape recovery? --- In obrolan-bandar@yahoogroups.com, Kidod25 kido...@... wrote: Melihat pemilu 2004 dan ihsg, setelah nyoblos tgl 5 apr 04 indeks rebound dari 750 hingga 815 di 19 apr 04, kemudian turun ke 697 di 31 may 04. Dan diakhir tahun jebol 1000. Kondisi agak beda, amrik udah pulih dari resesi, kalau sekarang???
[ob] Re: Investing in property sector using PBV (Sorry koreksi lagi)
nambahin data 52-week high n life-time high - CTRP = 420 n 650 (11 des 07) - CTRS = 610 n 1860 (21 mar 05) - CTRA = 560 n 1040 (20 apr 07) - ELTY = 460 n 680 (27 feb 08) --- In obrolan-bandar@yahoogroups.com, jsx_consultant jsx-consult...@... wrote: Investing in property sector using PBV Ini adalah data PBV tgl 21/11/08: http://www.investdata.net/QZ83PRO9.TXT Saat itu saham property yg PBVnya rendah berikut Harga sahamnya: - CTRP = 0,2 dan 132 - CTRS = 0,2 dan 160 - CTRA = 0,3 dan 200 - ELTY = 0,3 dan 62 Sekarang harganya naik menjadi: http://www.investdata.net/QZ84PRO5.TXT - CTRP = 183 naik 39% dan PBV sekarang = 0,3 - CTRS = 305 naik 91% dan PBV = 0,5 - CTRA = 390 naik 95% dan PBV = 0,6 - ELTY = 95 naik 53% dan PBV = 0,3 PBV baru CTRP dan ELTY masih 0,3 jadi untuk Invest masih menarik, untuk trading pake TA saja
Re: [ob] UNSP kebukti
saham2 bakrie seperti gems in the mud. kecuali bnbr yg germ in the mud hehehe. di tv iklannya bumi resources gencar banget. tag linenya memperkaya...bla bla, yg keinget cuma kata memperkaya hehe. tanda2 alamkah? --- In obrolan-bandar@yahoogroups.com, JsxTrader jsxtra...@... wrote: I knew it.., again, you get the credit, EL !! Cakep., Cakep.Cakep.., remember, 330 is the trigger., now it is 355., let's ride... wuss. JT From: obrolan-bandar@yahoogroups.com [mailto:obrolan-ban...@yahoogroups.com] On Behalf Of JsxTraderT Sent: 08 April 2009 19:09 To: obrolan-bandar@yahoogroups.com Subject: Re: [ob] UNSP kebukti Looks like you'll get another credit, my dear...hehe.., kita tunggu 330 break.., wushhh... Powered by TLKM BullBerryR _ From: Elaine Sui Date: Wed, 8 Apr 2009 15:18:48 +0700 To: obrolan-bandar@yahoogroups.com Subject: Re: [ob] UNSP kebukti BUY Bakrie Plantation! Elaine On Wed, Apr 8, 2009 at 2:59 PM, welly_oct88 welly_oc...@... wrote: TErbukti Saham Bakrie yg paling dodol yang laen pada naek ni doang yang dodolnya kaga ketolongan
[ob] Bank BUMN Ingin Pangkas Bunga Kredit
JAKARTA. Silahkan berharap bunga kredit bakal rontok. Seorang bankir mengungkapkan, bank-bank BUMN secara bersamaan akan menurunkan bunga kreditnya pada 20 April nanti. Rencananya sih, begitu, ujar Sofyan Basir, Direktur Utama PT Bank Rakyat Indonesia Tbk (BRI). Sofyan menyebut, pemangkasan bunga kredit itu sebesar 1%. Namun ia tidak menjelaskan apakah bunga baru itu hanya berlaku bagi kredit baru atau berlaku pula untuk kredit lama. Kendati tidak menyebutkan waktu pastinya, Direktur Korporasi PT Bank Mandiri Tbk Abdul Rachman juga mengakui, bunga kredit berpeluang sangat besar untuk turun. Maklumlah, sejak Desember 2008 lalu, saban bulan Bank Indonesia rutin memangkas bunga acuan alias BI Rate, mengikuti penurunan inflasi. Rachman mengakui, penurunan bunga kredit memang tak secepat yang diharapkan masyarakat. Sebab, kata Rahman, para bankir masih perlu waktu menghitung biaya pendanaan. Masih kami rapatkan berapa besar bunga kredit yang sesuai. Apalagi, Lembaga Penjaminan Simpanan baru saja menurunkan bunga penjaminan, ujar Rachman, Rabu (8/4). Menurut Rachman, bunga kredit baru bisa turun bila bunga deposito sudah makin rontok. Hingga saat ini, kata Rachman, rata-rata bunga kredit di Bank Mandiri sudah lumayan rendah, yakni 13,5%. Tergantung likuiditas Sependapat dengan Rachman, Direktur Konsumer PT Bank Negara Indonesia Tbk (BNI) Darwin Suzandi bilang, bunga kredit akan turun mengikuti tren penurunan BI Rate dan inflasi. Secara independen, bank bisa saja menurunkan bunga kredit. Yang pasti masing-masing bank harus menghitung dahulu bunga dananya sebelum menurunkan bunga kredit, imbuh Darwin. Wakil Direktur Utama PT Bank Central Asia Tbk. Jahja Setiaatmadja termasuk yang ragu jika bank-bank BUMN bisa melakukan pemangkasan bunga kredit secara serempak. Ia mengingatkan, masing-masing bank BUMN itu memiliki likuiditas yang berbeda-beda. Tapi, jika itu sudah menjadi kesepakatan di antara bank BUMN, saya tidak tahu, ujar Jahja. Sampai saat ini, posisi likuiditas agaknya memang masih menjadi titik berat pertimbangan para bankir untuk memangkas bunga. Harus melihat posisi likuiditas bank dahulu. Bank yang punya likuiditas berlebih, yang paling berpeluang segera menurunkan bunga, ujar Darwin. Namun ada kesan, bank-bank memang ingin segera menciutkan bunga deposito sehingga bunga kredit pun bisa turun. Bunga (deposito) yang tinggi justru akan membebani kami, ujar Parwati Surjaudaja, Direktur Utama PT Bank OCBC NISP Tbk. Menurut Parwati, OCBC NISP berencana menurunkan bunga depositonya sebesar 0,5% dari 10% menjadi 9,5%. Mudah-mudahan saja, penurunan bunga kredit tersebut akan dibarengi dengan penyaluran kredit. Jika tidak, ya percuma saja. http://www.kontan.co.id/index.php/Nasional/news/11615/Bank_BUMN_Ingin_Pangkas_Bunga_Kredit
[ob] BNI Securities Beri Outlook Positif untuk ELTY
JAKARTA. Dalam hasil risetnya yang dirilis hari ini, BNI Securities membahas mengenai kinerja PT Bakrieland Development Tbk (ELTY). Pada tahun 2008, ELTY berhasil membukukan kenaikan pendapatan sebesar 34,7% menjadi Rp 1,05 triliun. Data ini menunjukkan adanya perbaikan dalam kinerja ELTY. Menurut Maxi Liesyaputra, Analis BNI Securities, kenaikan tersebut berkorelasi dengan transaksi divestasi saham ELTY di Bakrie Swasakti Utama. Kedua, pada tahun 2008, ELTY berhasil membukukan kenaikan penjualan investasi subsidi senilai Rp 21 miliar. Terakhir, ELTY berhasil membukukan rekor kenaikan laba bersih sebesar 102,8% menjadi Rp 272 miliar. Angka tersebut sesuai dengan prediksi kami yang mematok laba bersih senilai Rp 288 miliar, jelas Maxi. Saat ini, perusahaan tengah berupaya menyelesaikan beberapa proyek, seperti Rasuna Epicentrum, Bogor Nirwana Residence dan Legian Nirwana Suites Residence. Sebagai upaya melakukan ekspansi, ELTY juga tengah membangun jalan tol Kanci-Pejagan sepanjang 35 kilometer. Rencananya, tol ini akan dioperasikan pada Juli 2009 mendatang. Manajemen ELTY berpikir, mengoperasikan jalan tol lebih aman dibanding dengan penjualan produk properti lainnya, jelasnya. Maxi menjelaskan, BNI Securities memiliki outlook positif terhadap kinerja ELTY dalam jangka panjang. Pertimbangannya, perusahaan memiliki strategi yang fokus pada pasar menengah hingga menengah atas. Pasar ini merupakan komunitas yang tidak terpengaruh oleh perlambatan ekonomi secara signifikan, ujar Maxi. Meski demikian, BNI Securities masih melihat adanya ganjalan utama yang akan dihadapi ELTY ke depannya. Hal itu berhubungan dengan keringnya likuiditas perbankan nasional. Untuk mengatasi masalah tersebut, ELTY mendanai proyeknya dengan menggunakan kas internal dan sumber lainnya. Untuk kinerja, BNI Securities meramalkan pendapatan ELTY dan laba bersih akan mencapai Rp 1,55 triliun dan Rp 240 miliar di 2009 ini. Hal ini akan didukung dengan adanya peningkatan permintaan terhadap produk-produk properti kelas menengah dan menengah atas, imbuhnya. Berdasarkan faktor-faktor tersebut, Maxi memberikan rekomendasi buy dengan harga saham Rp 730 per saham. http://www.kontan.co.id/index.php/Nasional/news/11382/BNI_Securities_Beri_Outlook_Positif_untuk_ELTY_
[ob] Rencana Divestasi ELTY di Bakrie Toll Road Dinilai Positif
JAKARTA. PT Bakrieland Development Tbk (ELTY) saat ini tengah menyiapkan opsi untuk mendivestasi 49% kepemilikan sahamnya di Bakrie Toll Road. Divestasi akan dilakukan setelah ruas Kanci - Pejagang yang dimiliki oleh perusahaan tol tersebut beroperasi pada Juli 2009 mendatang. Oleh karenanya, saat ini ELTY tengah mencari pemodal strategis yang memiliki kemampuan untuk mengembangkan infrastruktur. Catatan saja, saat ini ELTY memiliki 100% saham di Bakrie Toll Road. Kami menilai langkah yang dilakukan oleh ELTY untuk mencari investor strategis cukup positif, mengingat keberadaan jalan tol diharapkan dapat mengembangkan wilayah di daerah yang dilaluinya, papar Maxi Liesyaputra, Analis BNI Securities dalam hasil risetnya yang dirilis hari ini. Pengembangan tersebut, lanjutnya, antara lain berupa kawasan perumahan dan perdagangan yang baru. Sehingga niat ELTY untuk mencari investor strategis dengan tujuan untuk mengembangkan infrastruktur pendukungnya akan memberikan daya tarik yang lebih besar bagi masyarakat pada umumnya dan bagi calon konsumen pada khususnya. Selain itu, dengan keberadaan jalan tol akan menambah porsi pendapatan berulang (recurring income) bagi ELTY yang lebih stabil, imbuhnya. Mengenai kinerjanya, untuk tahun 2009, BNI Securities memperkirakan ELTY akan membukukan pendapatan Rp 1,55 triliun dengan laba bersih Rp 240 miliar. Oleh sebab itu, BNI Securities memberikan rekomendasi buy dengan target harga Rp 730. http://www.kontan.co.id/index.php/Investasi/news/11633/Rencana_Divestasi_ELTY_di_Bakrie_Toll_Road_Dinilai_Positif_
[ob] Goldman 1Q earnings surpass Wall Street estimates
Goldman 1Q earnings surpass Wall Street estimates Goldman Sachs earns $1.66B in 1st-quarter, surpassing Wall Street's estimates Sara Lepro, AP Business Writer Monday April 13, 2009, 6:53 pm EDT NEW YORK (AP) -- Goldman Sachs, in another sign that banks may be turning around, beat Wall Street's earnings expectations as it reported a profit of $1.66 billion for the first three months of this year. The bank also said it planned to raise $5 billion in stock to help it pay back government bailout funds. The New York-based bank said it earned $3.39 per share, easily surpassing analysts' forecasts for profit of $1.64 per share. This compares with earnings of $1.47 billion, or $3.23 per share, in the quarter ended Feb. 29 of last year, and is a huge improvement over the $2.29 billion Goldman lost in the fourth quarter. Goldman's news, released a day earlier than anticipated, came days after another top-performing bank, Wells Fargo Co., said it expected to report record first-quarter earnings of $3 billion, well above Wall Street's estimates. That news fed a huge stock market rally Thursday, but with companies including Citigroup Inc. and Bank of America Corp. still to report their first-quarter results, it's too soon to say the banking industry is indeed finally recovering from the devastating losses caused by the credit crisis and the recession. Investors showed some caution after Goldman's announcement, which followed the close of regular trading on Wall Street. Goldman shares initially rose in response to its report but then slipped 1.5 percent. Citigroup, which surged 25 percent during regular trading, rose a more modest 1 percent in after-hours activity while Bank of America rose 0.7 percent after jumping 15 percent during regular trading. Morgan Stanley fell 3.3 percent in late trading after jumping 6 percent during regular hours. Morningstar Inc. equity analyst Michael Wong said Goldman benefited from the fact that it has more traditional investment banking and trading operations than more retail-focused banks like Citi and Bank of America. What allowed Goldman to outperform is solely tied to their brokerage operations, he said. Still, Goldman's first-quarter performance put it in a strong enough position to plan the public stock offering of $5 billion which it said would be used, with additional resources, to pay back its government debt. Goldman received $10 billion in government funds during the downturn last fall as part of the U.S. Treasury Department's program to invest directly in hundreds of banks and try and help alleviate the nearly frozen credit markets. Goldman executives have said for months that the company wanted to repay bailout funds this year, and last month, company spokesman Lucas Van Praag said the main reason Goldman wanted to return the money is that it doesn't need the funds. Many banks have chafed under restrictions, including limits on executive compensation, imposed by the government as it dispensed the bailout money. The banks have also come under sharp criticism from lawmakers and the public for a variety of business practices. Goldman said its first-quarter profit was bolstered by strong revenue growth in its fixed income and currency businesses. The Treasury market and the dollar were beneficiaries of investor uncertainty during the first two months of the year; in March, the stock market began a five-week rally that lifted the major indexes off 12-year lows. Goldman's total revenue was $11.88 billion during the quarter, compared with $18.63 billion in the prior-year quarter. Analysts forecast revenue of $7.19 billion. Goldman's fourth-quarter loss was its first since becoming a public company in 1999. The company, like other financial firms, was hurt by the plunging value of its investments as the credit crisis eroded the value of mortgage-backed securities, stocks and many other assets. When Goldman became a bank holding company last fall amid the mushrooming credit crisis, it switched its reporting cycle so its fiscal quarters were in line with calendar quarters beginning Jan. 1. To adjust its reporting schedule, Goldman began fiscal 2009 on Jan. 1 instead of Dec. 1 of last year. The bank said for the month of December, which fell between the change in reporting cycles, it lost $1 billion, or $2.15 per share. Shifting the start of its fiscal year certainly helped the bank's overall results, said Denise Valentine, senior analyst at Aite Group, a Boston-based research firm. It's a little bit of fancy footwork, but for the market as a whole it's good news and it was needed, she said. When your star does well or does what is expected, you breathe a little easier. Valentine was quick to note that other areas outside of Goldman's fixed income and currency businesses showed some pain during the quarter. Investment banking revenue totaled $823 million, down 30 percent year-over-year as far fewer merger deals
[ob] Re: Aturan Main Short Sell di BEI
hati2 short squeeze hehehe. Did Goldman Goose Oil? http://www.forbes.com/forbes/2009/0413/096-sachs-semgroup-goldman-goose-oil.html --- In obrolan-bandar@yahoogroups.com, Mas Soemringah soemrin...@... wrote: Embah Para Senior di milis OB, mohon informasi petunjuk mengenai aturan main short sell di BEI yg menurut kabar akan diberlakukan pada Mei 2009. Tks Sent from my SoemringahBerry¢ç
Re: [ob] UNSP kebukti
hari ini bakrie's gemstones muncul dari lumpur. kecuali bnbr hehe. --- In obrolan-bandar@yahoogroups.com, Vic victor_speran...@... wrote: saham2 bakrie seperti gems in the mud. kecuali bnbr yg germ in the mud hehehe. di tv iklannya bumi resources gencar banget. tag linenya memperkaya...bla bla, yg keinget cuma kata memperkaya hehe. tanda2 alamkah? --- In obrolan-bandar@yahoogroups.com, JsxTrader jsxtrader@ wrote: I knew it.., again, you get the credit, EL !! Cakep., Cakep.Cakep.., remember, 330 is the trigger., now it is 355., let's ride... wuss. JT From: obrolan-bandar@yahoogroups.com [mailto:obrolan-ban...@yahoogroups.com] On Behalf Of JsxTraderT Sent: 08 April 2009 19:09 To: obrolan-bandar@yahoogroups.com Subject: Re: [ob] UNSP kebukti Looks like you'll get another credit, my dear...hehe.., kita tunggu 330 break.., wushhh... Powered by TLKM BullBerryR _ From: Elaine Sui Date: Wed, 8 Apr 2009 15:18:48 +0700 To: obrolan-bandar@yahoogroups.com Subject: Re: [ob] UNSP kebukti BUY Bakrie Plantation! Elaine On Wed, Apr 8, 2009 at 2:59 PM, welly_oct88 welly_oct88@ wrote: TErbukti Saham Bakrie yg paling dodol yang laen pada naek ni doang yang dodolnya kaga ketolongan
[ob] Economists See a Rebound in September
Economists in the latest Wall Street Journal forecasting survey expect the recession to end in September, though most say it won't be until the second half of 2010 that the economy recovers enough to bring down unemployment. Gross domestic product was predicted to contract in the first and second quarters of this year by 5.0% and 1.8%, respectively, on a seasonally adjusted annualized rate. A return to growth -- a modest 0.4% -- isn't expected until the third quarter. In the fourth quarter of 2008, the most recent period for which data are available, the economy contracted 6.3%. The end of the decline isn't the beginning of the recovery, said David Resler of Nomura Securities Inc. It's like a boxing match. Even if you win the fight, it's not going to feel as good when you get out of the ring as when you went in. Indeed, economists' prospects for the labor market remain bleak. Just 12% of the economists expect the unemployment rate to fall some time this year. More than a third of respondents expect the jobless rate to peak in the first half of 2010, while about half don't see unemployment declining until the second half of 2010. By December of this year, the economists on average expect the unemployment rate to reach 9.5%, up from the 8.5% reported for March. They do see the rate of decline slowing, forecasting 2.6 million job losses in the next 12 months, compared with the 4.8 million jobs lost in the previous period. The economists' forecasts indicate that the peak in the unemployment rate is likely to coincide with the midterm elections -- possibly bad news for Democrats. Even if the economy is growing, Americans still will be feeling the effects of the recession and could blame the incumbent. For example, when George H.W. Bush lost the presidency in 1992, the economy had been out of a recession for more than a year, but the unemployment rate didn't peak until June, and there was slow growth through the election. Even when the economy stops shedding jobs, the unemployment rate is likely to remain elevated for some time. The unemployment rate isn't going to recover, because you have to get back everything you lost and then some, said Joseph Lavorgna of Deutsche Bank Securities Inc. He estimated that the economy would have to grow an average of about 4% for six years to get back to the sub-5% unemployment rates seen in 2007. Despite the grim news for jobs, economists are seeing more signs of a recovery in the broader economy this year. On average, the 53 economists surveyed expect the recession to end in September, compared with the October forecast last month. It marked the first time since the recession began that the economists didn't push the date of recovery further into the future. The survey was conducted April 3-6, before the release of trade data this week that led some forecasters to revise upward their outlook for the first quarter. Several factors are raising hopes, chief among them businesses' sharp cuts in production and inventory late last year. The economy may be reaching a point where even meeting subsistence demand requires an increase in output. Empty shelves need to be restocked, even if at lower levels than before. The economy also is set to get the benefits of monetary and fiscal policy, as the stimulus begins to hit and Treasury and Federal Reserve programs to prop up the financial sector ramp up. Nine out of 10 economists surveyed expect help from the Term Asset-Backed Securities Loan Facility, which is aimed at boosting consumer and small-business loans. Meanwhile, 72% of respondents say the Treasury's plan to purchase toxic assets will help the economy. The combination of an explicit Treasury plan and signals that the economy has stopped its free-fall boosted the opinions of policy makers. Fed Chairman Ben Bernanke continued to fare best, with an average grade of 76 out of 100. President Barack Obama and Treasury Secretary Timothy Geithner are less popular, but their average grades are no longer in failing territory. A majority of economists gave them both grades in a range of 'C' or better. Meanwhile, asked to name the biggest risk to their forecasts, economists singled out problems in the credit markets. Once the virtuous cycle starts, the chief headwind will be credit availability, said Kurt Karl of Swiss Re. The possibilities of a failure of a major financial institution and persistent reluctance of consumers to spend, both related to the credit markets, were tied for second place in the list of concerns.
[ob] BI Rate Berpeluang Turun Lagi
BI Rate Berpeluang Turun Lagi Herdaru Purnomo - detikFinance Jakarta - Suku bunga acuan Bank Indonesia (BI Rate) masih berpeluang turun jika inlfasi pada bulan April ini juga menunjukan penurunan. Demikian disampaikan Deputi Gubernur BI Hartadi A Sarwono di Gedung Departemen Keuangan, Jakarta, Rabu (15/4/2009). Kita masih tunggu Rapat Dewan Gubernur awal bulan depan, namun saat ini secara umum memang tren inflasi turun, ujarnya. Ia mengatakan, meskipun Produk Domestik Bruto pada kuartal pertama pertumbuhannya melambat, tapi perlambatannya tidak terlalu besar. Hal ini juga yang menyebabkan inflasi naik karena PDB yang tumbuh tersebut. Ini artinya ekonomi captivity masih cukup besar, kita lihat secara keseluruhan dan apakah hal ini dapat menurunkan inflasi, jelasnya. Hartadi juga mengatakan, saat ini pihaknya masih evaluasi BI Rate lebih jauh lagi. Untuk acuan BI Rate, BI menggunakan real interset rate, yang merupakan beda antara BI Rate dengan inflasi. Real interest rate yang baik bekisar antara satu sampai dua persen. Sebagai tambahan, BI memprediksi inflasi tahun 2009 pada angka 5-7 persen. BI sebelumnya memutuskan untuk menurunkan BI Rate lagi sebesar 25 basis poin menjadi 7,5%. Keputusan itu diambil di setelah mencermati dan mengevaluasi perkembangan sektor keuangan.
[ob] New signs emerge that recession may be easing
New signs emerge that recession may be easing as housing nears a bottom Christopher S. Rugaber, AP Economics Writer Thursday April 16, 2009, 5:00 pm EDT WASHINGTON (AP) -- Housing construction unexpectedly plunged, the number of people receiving jobless benefits grew and JPMorgan Chase Co. said its first-quarter profit dropped compared with last year. That was the bad news. But those same reports Thursday included some silver linings suggesting the recession may be easing. The pace of new-home construction seems to be nearing a bottom. First-time jobless benefit claims fell more than expected for the second straight week. And JPMorgan's profits were larger than analysts had expected. In the past week, two other banks, Wells Fargo Co. and Goldman Sachs Group Inc., issued positive earnings reports, too. All told, growing evidence indicates the economy may be stabilizing. The economy is still very weak, but there are some encouraging signs that support cautious optimism, Dennis Lockhart, president of the Federal Reserve Bank of Atlanta, said in a speech Thursday. The Commerce Department said construction of new homes and apartments fell 11 percent in March. But economists noted that the drop was driven by a steep fall in new apartment building. The construction of new single-family homes matched February's level and remained above January's record low. The consistency in home construction, even as the economy shrank, signals that single-family home building is now at or near a bottom, Robert Dye, senior economist at PNC Financial Services Group, wrote in a note to clients. Economists cautioned that the figures largely reflect a slowing of the pace of economic decline compared with even worse conditions earlier this year. Recovery is still at least months away, they said. What would have been bad news last September is good news today, said Diane Swonk, chief economist at Chicago-based Mesirow Financial. On Wall Street, stocks rose, partly in response to the economic news. The Dow Jones industrial average closed up 95 points, while broader indices also rose more than 1 percent. Both President Barack Obama and Federal Reserve Chairman Ben Bernanke have mentioned some recent signs of progress this week, while adding that the recession is far from over. The Commerce Department said construction of new homes and apartments fell to a seasonally adjusted annual rate of 510,000 units in March. It was the second lowest pace on records that go back 50 years. Applications for building permits, considered a good barometer of future activity, also fell in March to an annual rate of 513,000 units. But that suggests housing starts will remain stable at around 500,000 in April, economists said, albeit near record low levels. Right now, stable looks good, Dye said. Low housing prices and record-low mortgage rates may finally be spurring sustained interest in home buying. The Federal Reserve reported Wednesday that the number of people shopping for homes is beginning to rise, leading to a scattered pickup in sales. Separately, the Labor Department said its tally of initial unemployment claims dropped to a seasonally adjusted 610,000 from a revised 663,000 the previous week. That was far below analysts' expectations of 655,000 and the lowest level since late January. Initial unemployment claims reflect the pace of layoffs by companies and are considered a timely, if volatile, measure of the economy. While declining, they remain much higher than a year ago, when claims stood at 369,000. Economists are watching the jobless claims figures for signs of recovery. Goldman Sachs said in a report this week that claims normally peak six to ten weeks before the end of recession. The four week average of claims, which smooths out fluctuations, fell by 8,500 to 651,000, the department said. That's still far short of the 30,000 to 40,000 drop that Goldman Sachs said would be needed before it would conclude that claims have peaked. Finding a new job is increasingly difficult for those who have been laid off. Typically, hiring doesn't pick up until well after an economic recovery is under way. The total number of people remaining on the jobless benefit rolls rose 172,000, topping 6 million for the first time, the Labor Department said. That's the highest on records dating from 1967. The figures for continuing claims lag behind initial claims by one week. An additional 2.1 million people were receiving benefits under an extended unemployment compensation program enacted by Congress last year, the department said, as of March 28, the latest data available. That provides an additional 20 to 33 weeks, on top of the 26 weeks typically provided by the states. The Labor Department said earlier this month that companies cut a net total of 663,000 jobs in March, sending the unemployment rate up to 8.5 percent, the highest in 25 years. The Federal Reserve expects the
[ob] Re: news for long term investor trader
inventory copper memang turun. berdasarkan data dari basemetals.com, copper warehouse stock turun dari high 550 ribu mt ke 475 ribu mt. http://www.basemetals.com/dynamicChart.aspx?rhs_offset=55width=555height=375XFont=7YFont=7background=chartbg.giftitlebar_colour=16753986ChartID=S|379DataPoints=200EndDate=17/Apr/2009InstCode=XcuSSUMMInstName=Copper+Warehouse+StocksSeries1Name=Closing+StockSeries2Name=Cancelled+WarrantsSeries3Name=On+WarrantSeries4Name=naChartType=SChartName=Copper+Warehouse+StocksChartDecs=0 --- In obrolan-bandar@yahoogroups.com, Boys n Girls boysngi...@... wrote: News from hmin only for long term investor sorry I can not give you the chart (just in my memory..I forget the site lol) 1. Japan property market price index form rounding bottom (after 80% drop from 1990) 2. Significant drop in copper investory for Trader - Seems stock have some difficulty with Simple Moving Average 200
[ob] China Economy to Rebound as Stimulus Spurs Investment
China Economy to Rebound as Stimulus Spurs Investment By Kevin Hamlin April 17 (Bloomberg) -- China's economy, the world's third largest, may rebound this quarter as Premier Wen Jiabao's 4 trillion yuan ($585 billion) stimulus package cushions the effects of the global recession. Urban fixed-asset investment surged by almost a third in March and industrial-output growth accelerated, reports accompanying China's gross domestic product figures showed yesterday. First-quarter GDP grew 6.1 percent, the slowest pace in almost a decade, as exports slumped. The economy has gained significant momentum since February, said Sun Mingchun, an economist at Nomura Holdings Inc. in Hong Kong, who predicts the economy will expand 8 percent this year. We still expect a V-shaped recovery. A pickup in China will contribute strongly to growth in the rest of Asia by increasing demand for commodities and products from around the region, according to the World Bank. Wen has cautioned that while the economy is in better-than- expected shape, China is yet to establish a solid foundation for a recovery. China has bounced and I think it's very important, Barclays Plc President Robert Diamond said in an interview yesterday in New York. The impact that that can have, if we're right and we see this continuation in stronger Asian countries, is pretty phenomenal. UBS AG yesterday raised its estimate for economic growth this year to as much as 7.5 percent from 6.5 percent previously and Royal Bank of Scotland increased its estimate to 7 percent from 5 percent. Merrill Lynch expects second-quarter growth of 7.2 percent, climbing to 8 percent for 2009. Newman's Optimism China got its stimulus plan started months ahead of the U.S. and it's really working, said Frank Newman, chairman of Shenzhen Development Bank, who served as a deputy secretary at the U.S. Treasury from 1994 to 1995. We see a lot of it in action because we are financing it. Economists have been increasing their forecasts since February. The median estimate of 15 surveyed by Bloomberg News before the release of yesterday's data was for 7.7 percent growth this year, up from 7.2 percent in February. Nissan Motor Co. said its sales of passenger cars in China rose 36 percent in March from a year earlier as stimulus measures boosted confidence and attracted more buyers into showrooms. Anhui Conch Cement Co., China's biggest maker of the building material, said this month that sales volume jumped 15 percent in the first quarter from a year earlier. Wen's Target The government has targeted 8 percent economic growth for the year, a level deemed necessary to create enough jobs for its growing population. The closure of thousands of factories has cost the jobs of millions of migrant workers, raising the risk of social unrest as China approaches the anniversary of the anti-government protests and crackdown in Tiananmen Square in June 1989. While stimulus measures have started to produce results, China faces faltering export demand, industrial overcapacity, unemployment and weak private investment sentiment, Wen said yesterday. A rebound in industrial-output growth lacks momentum, the premier said. Growth may have bottomed out in the first quarter but with private sector and overseas demand still weak, China will not emerge from this downturn as rapidly as it went in, said Mark Williams, an economist with Capital Economics Ltd. in London. Profits Decline Profits earned by industrial companies fell 37 percent in the first two months of the year. Those earnings contributed four times as much to investment as bank lending and government spending combined last year, according to Williams. It seems wishful thinking to conclude, as many are, that China is on the cusp of a rapid rebound, he said. China's expansion contrasts with recessions around the world. The Organization for Economic Cooperation and Development predicts 6.3 percent growth for China this year, compared with a 4 percent contraction in the U.S. and a 6.6 percent decline in Japan. Wen's stimulus, plus a decision by the central bank to remove lending caps in November, helped new loans jump more than six times to 1.89 trillion yuan in March from a year earlier. The value of new investment projects started in the first quarter increased by 87 percent. March activity reports and bank-loan data show that the economy is gaining speed heading into the current quarter, said Frank Gong, head of China research at JPMorgan Chase Co. in Hong Kong. Fixed investment is accelerating as major infrastructure projects break ground. The Shanghai Composite Index of stocks has climbed 39 percent this year.
[obrolan-bandar] Re: BUY BUMI : TP.1.200
jadi ke 1200 gak? --- In obrolan-bandar@yahoogroups.com, Vaulstrad vaulst...@... wrote: --- In obrolan-bandar@yahoogroups.com, \::Pak_AA:\: abdul.rahman.rahim@ wrote: Mba, Yang nyangkut boleh dishort di 1200 gak? Atau bulan depan masih naik lagi? 2009/2/16 Jack Cowok jackcowok2@: Rekomendasi: BUY BUMI.(Now Rp.740) Target Rp.1.200,- This month. Salam JACK hehe itu dari deutch bank cuman 500 1 tahun kedepan
[obrolan-bandar] Re: BUY BUMI : TP.1.200
Step by step ooh baby Gonna get to you girl ... http://www.google.co.id/search?hl=enq=step+by+step+lyric+new+kids+onbtnG=Google+Searchmeta=aq=foq= --- In obrolan-bandar@yahoogroups.com, Tommy Yu tradersej...@... wrote: Tahun depan kali haha On 2/18/09, Vic victor_speran...@... wrote: jadi ke 1200 gak? --- In obrolan-bandar@yahoogroups.com, Vaulstrad vaulstrad@ wrote: --- In obrolan-bandar@yahoogroups.com, \::Pak_AA:\: abdul.rahman.rahim@ wrote: Mba, Yang nyangkut boleh dishort di 1200 gak? Atau bulan depan masih naik lagi? 2009/2/16 Jack Cowok jackcowok2@: Rekomendasi: BUY BUMI.(Now Rp.740) Target Rp.1.200,- This month. Salam JACK hehe itu dari deutch bank cuman 500 1 tahun kedepan -- Sent from my 8830 CDMA - BlackBerry
[obrolan-bandar] Re: BUY BUMI : TP.1.200
CLSA Beli 81 Juta Saham BUMI Jakarta - PT CLSA Indonesia, perusahaan sekuritas berkode KZ telah memborong 81.801.000 (0,42%) saham PT Bumi Resources Tbk (BUMI) senilai Rp 61,569 miliar. Pembelian masif di harga rata-rata Rp 752,68 per saham pada perdagangan hari ini, Kamis (19/2/2009), telah mendongkrak harga BUMI ke level Rp 800. Nilai transaksi BUMI hari ini mencapai Rp 430,75 miliar atau sekitar 31,29% dari total nilai transaksi Bursa Efek Indonesia (BEI) hari ini sebesar Rp 1,376 triliun. CLSA (KZ) menjadi perantara pembelian terbesar dengan memborong 163.602 lot sebanyak 847 kali transaksi senilai Rp 61,569 miliar. Pembelian ini dilakukan tanpa diiringi aksi jual sama sekali atas saham BUMI. Posisi kedua diduduki oleh PT Sinarmas Sekuritas yang melakukan pembelian sebanyak 93.697 lot dengan frekuensi transaksi sebanyak 796 kali di harga rata-rata Rp 786,27 per saham. Namun pembelian Sinarmas diiringi dengan aksi jual sebanyak 64.409 lot dengan frekuensi 345 kali di harga rata-rata Rp 786,12 per saham. BUMI ditransaksikan sebanyak 1.120.211 lot atau sebanyak 560.105.500 saham (2,88%) dengan frekuensi transaksi senilai Rp 430,75 milliar. Dengan penguasaan BUMI terhadap IHSG hari ini sebesar 31,29%, kenaikan harga BUMI sebesar Rp 60 (8,1%) ke level Rp 800, berhasil menahan kejatuhan IHSG hingga ditutup di level 1.323,696, turun 6,914 poin (0,51%) dari penutupan kemarin di level 1.330,610. Titik terendah IHSG hari ini berada di level 1.313,725. Meski ditutup turun, namun kenaikan volume dan nilai transaksi BUMI akibat pembelian CLSA secara masif pada perdagangan Sesi II menahan laju penurunan IHSG. http://www.detikfinance.com/read/2009/02/19/172727/1087581/6/clsa-beli-81-juta-saham-bumi --- In obrolan-bandar@yahoogroups.com, Vic victor_speran...@... wrote: Step by step ooh baby Gonna get to you girl ... http://www.google.co.id/search?hl=enq=step+by+step+lyric+new+kids+onbtnG=Google+Searchmeta=aq=foq= --- In obrolan-bandar@yahoogroups.com, Tommy Yu tradersejati@ wrote: Tahun depan kali haha On 2/18/09, Vic victor_sperandeo@ wrote: jadi ke 1200 gak? --- In obrolan-bandar@yahoogroups.com, Vaulstrad vaulstrad@ wrote: --- In obrolan-bandar@yahoogroups.com, \::Pak_AA:\: abdul.rahman.rahim@ wrote: Mba, Yang nyangkut boleh dishort di 1200 gak? Atau bulan depan masih naik lagi? 2009/2/16 Jack Cowok jackcowok2@: Rekomendasi: BUY BUMI.(Now Rp.740) Target Rp.1.200,- This month. Salam JACK hehe itu dari deutch bank cuman 500 1 tahun kedepan -- Sent from my 8830 CDMA - BlackBerry
[obrolan-bandar] Re: BUMI = 10 x ELTY
mudah2an kalau bunga turun elty = 1/5 bumi hehehe. mau gak mau bi harus agresif turunin bi rate (jadwal 4 maret). soal kurs rupiah, udah ada bumper berupa issue samurai bond $1,5 milyar n bilateral swap $12 milyar. http://uk.reuters.com/article/governmentFilingsNews/idUKT32329520090221 --- In obrolan-bandar@yahoogroups.com, Vic victor_speran...@... wrote: tp bumi: 550 (daisy ml) s.d 1000 (lupa siapa) tp elt: 158 (mega cap), 200 (mandiri sec), 230 (samuel sec) jadi potential gain (menurut riset) lebih bagusan elty. lagipula riset saham properti dibikin dgn asumsi bi rate akhir tahun ke 8%. padahal dgn inflasi yg diprediksi 5-6%, bi rate bisa ke 7%, artinya bunga kpr bisa ke 11-12%. --- In obrolan-bandar@yahoogroups.com, ruzli indeksbei3000@ wrote: Lets see who's got the last laugh :) Pada 12 Februari 2009 18:43, Vaulstrad vaulstrad@ menulis: --- In obrolan-bandar@yahoogroups.com, simon bolenang simon_bolenang@ wrote: Harga BUMI Rp 730 Harga ELTY Rp 73,- Mana yg lebih menarik ? waduh yang jelasss besok merahhh heauheuaheuaheuaehau :P
[obrolan-bandar] S.Korea sees around $2.5 bln trade surplus in Feb
Thomson Financial News S.Korea sees around $2.5 bln trade surplus in Feb 02.22.09, 01:12 AM EST SEOUL, Feb 22 (Reuters) - South Korea expects the trade balance to swing to a surplus of around $2.5 billion in February from a deficit of $3.36 billion in January, the Ministry of Knowledge Economy said on Sunday. Exports by Asia's fourth-largest economy are expected to drop by less than 20 percent in February from a year ago and after posting a record 33.8 percent loss in January, the ministry said in a statement, without giving an expected growth rate for imports.
[obrolan-bandar] Re: Saya kaya? masa sih?
If You Can Actually Count Your Money, then You Are Not Really a Rich Man (J. Paul Getty). --- In obrolan-bandar@yahoogroups.com, Boys n Girls boysngi...@... wrote: Quote REMEMBER: The first rule of wealth is Have no debt. Wealth is not wealth if you owe it to someone else. comment : tidak juga lho... debt kalau bisa ngemplang.. tentunya bisa jadi wealth kidding.com On Sun, Feb 22, 2009 at 9:26 PM, Dean Earwicker dean.earwic...@...wrote: Artikel yang bagus dari milis sebelah, mengenai konsep kekayaan Regards, DE Original Message I've re-worked an earlier essay of mine on wealth, taking into account the last six months and my thoughts on future prospects: When people think of wealth, they typically get it backwards. They think of luxuries like huge mansions and expensive sports cars. They think of treasures like fine jewelry, collector cars and paintings by the Old Masters. But these things are the least important aspects of wealth. So what is wealth? I will list the *fourteen *categories of wealth, along with some comments on each. The list is generally in order of importance, with category one being the most important, and category thirteen the least important. If you want to achieve true wealth and the freedom and security that wealth provides, then you need to concentrate your efforts on the lower numbered categories. If you do this, the higher numbered categories will eventually move into your life of their own accord. *REMEMBER: The first rule of wealth is Have no debt. Wealth is not wealth if you owe it to someone else.* *Health *Without your health, all is for naught. You will be unable to enjoy any of the other categories. There is a reason the airlines tell parents to take care of themselves first, not their children, in an emergency. The parents have to stay calm and alive if they are going to be of any help to their children. *Relationships * Having strong healthy relationships is critical for future wealth. Be a relationship builder. Build healthy relationships with family, friends, neighbors, co-workers. For the spiritual minded, build a strong healthy relationship with your God and/or with nature. *Clean Water, Food Clothing - * We are talking the basics here. Classic clothing, not designer labels or the fad-of-the-day. *Knowledge, Skills, Abilities * Material possessions come and go. They can be lost, damaged, used up, stolen or taken from you. Your knowledge, skills and abilities are yours forever (as long as you stay healthy). Be a life long learner. *Land Basic Shelter * Not city apartments or mansions in the suburbs. Instead this category is a small home on a plot of land. Land is useful because it can produce food and water, wood for fuel and lumber, and opportunities for exercise and recreation. Healthy soil is important to grow food. *Tools, Equipment, Seeds Weapons * Items used to produce or repair things, or are useful for protection. *Cash *Finally we come to the first category that fits what most people think of as wealth. This category includes money in hand and in checking and savings accounts, CDs, money market accounts, and savings bonds. Note: Not all cash is created equal. You need to consider the stability of the institution holding your cash, as well as the currency your cash is in. *Hard Assets *Physical assets that you can touch gold silver, industrial metals, land, timber, agricultural commodities. This category also includes tools, seeds, and equipment beyond your own needs (for barter or selling at a later time). *Your Own Business * Being your own boss puts you in charge of your life, instead of someone else. Industries to consider: sustainable agriculture, sustainable forestry, renewable energy, water systems, as well as businesses dealing with energy resource efficiency. * The above nine categories are the most important for building wealth. * * The below five categories are of low importance for building wealth. * *High Quality Mutual Funds/ETFs * Historically, a fairly safe investment over the very long-term. Provides professional money management, government oversight, and broad diversification. However, in a market crash this category will fall sharply. Do not invest money you cannot afford to lose in this category. * Blue Chip Stocks Bonds * Individual stocks and bonds are more risky because they lack the diversification of mutual funds, but also offer more potential upside. However, in a market crash, this category will fall very sharply. Do not invest money you cannot afford to lose in this category. *Treasure * Gemstones, jewelry, antiques, true works of art and other tangible and lasting luxuries. Since these are real items, they will always have
[obrolan-bandar] Pengembang Bersuka Cita Sambut Draft Kepemilikan Asing
Pengembang Bersuka Cita Sambut Draft Kepemilikan Asing JAKARTA. Pemerintah saat ini sedang menyiapkan draft kepemilikan properti asing selama 90 tahun sekaligus baik itu untuk landed house maupun apartemen. Tentu saja ini merupakan langkah maju yang dilakukan oleh Badan Pertanahan Nasional (BPN) dan Menteri Perumahan Rakyat (Menpera) yang saat ini sedang menggodok rancangan tersebut. Selama ini kepemilikan asing untuk property itu dibatasi selama 70 tahun. Itu pun diperpanjang selama tiga kali dengan skema kepemilikan 25 tahun-20 tahun dan 25 tahun, tandas Ketua REI, Teguh Satria, Selasa 24/2 di Jakarta. Teguh sendiri terkejut. Pasalnya selama ini usulan dari REI dan pengembang itu hanya minta kepemilikan asing itu 70 tahun sekaligus. Apalagi pada saat menghadap Presiden SBY di Istana pada 17 Februari lalu, usulan itu juga belum beranjak. Kalau sekarang menjadi 90 tahun maka kami akan sangat berterima kasih sekali, ungkapnya. Apabila draft itu bisa gol, maka tentu sektor properti akan semakin melambung. Pengembang pun bisa menjual unit properti yang mereka miliki kepada asing tanpa perlu merasa sembunyi-sembunyi. Sudah begitu, transaksi pun bisa terjadi secara langsung. Penjualan untuk ekspatriat akan melonjak 100 %, tandasnya. Akibat kemudahan ini penjualan properti untuk asing bisa sekitar 10.000 unit per tahun. Kalau selama ini penjualan properti untuk asing itu Cuma sekitar 5.000 unit per tahun. Dan ini kebanyakan untuk properti yang berada di Bali saja. Bukan tidak mungkin pula dengan kemudahan itu membuat harga jual properti akan melonjak cukup tajam. Tapi harganya masih jauh lebih murah bila dibandingkan dengan negara tetangga seperti Singapura, Malaysia dan Thailand. Sebagai gambaran saja, harga jual satu meter persegi apartemen di Singapura itu sekitar Rp 170 juta sampai Rp 300 juta. Sementara di Indonesia harga per meter perseginya sekitar Rp 10 juta sampai Rp 25 juta, ujarnya. http://www.kontan.co.id/index.php/Bisnis/news/9086/Pengembang_Bersuka_Cita_Sambut_Draft_Kepemilikan_Asing
[obrolan-bandar] Bakrie Capital, PNM, dan Jaksa Berunding Masalah Repo
Bakrie Capital, PNM, dan Jaksa Berunding Masalah Repo JAKARTA. Kelanjutan proses penyelesaian utang repurchase agreement (repo) Bakrie Capital Indonesia masih remang-remang. PT PNM Investment sebagai penerima repo itu dan Bakrie Capital bakal berunding lagi guna menyelesaikan utang repo Bakrie Capital yang tertunggak dan yang akan jatuh tempo. Rencananya, perundingan itu akan berlangsung pada hari ini. Kali ini, pertemuan ini juga akan melibatkan Jaksa Agung Muda Perdata dan Tata Usaha Negara (Jamdatun). PNM Investment mendapatkan bantuan tersebut karena berstatus Badan Usaha Milik Negara (BUMN). Jamdatun akan membantu kami membuat kesepakatan, terang M.Q. Gunadi, Direktur Utama PNM Investment, kemarin. Sejauh ini, kata Gunadi, Bakrie Capital menawarkan skema baru untuk mencicil kewajiban pokok dan bunga repo tersebut. Menurut catatan PNM Investment, sejak Oktober 2008, Bakrie Capital tidak membayar sama sekali pokok dan bunga repo yang telah jatuh tempo. Hitungan total, nilai tagihan Bakrie Capital yang macet sampai dengan kemarin telah mencapai Rp 700 miliar. Adapun total nilai repo Bakrie Capital kepada PNM Investment mencapai Rp 1,2 triliun. Duit sebanyak itu sejatinya adalah milik nasabah PNM Investment. Nasabah membiakkan dananya pada Kontrak Pengelolaan Dana (KPD) atau lazim dikenal dengan discretionary fund keluaran PNM. Dari sekitar 74 kontrak KPD yang tersangkut masalah repo Bakrie, masih tersisa sekitar 50 kontrak KPD lagi yang masih menunggu kejelasan nasibnya. Gunadi menyatakan, ia telah berkeliling ke sejumlah daerah hingga keluar Pulau Jawa, untuk menjelaskan masalah ini kepada nasabah. Pada intinya, mereka masih mau menunggu penyelesaian yang akan diambil, jelasnya. Proses penyelesaian repo ini memang berbuntut panjang. PNM Investment mengaku telah mencoba semua cara, termasuk meminta penambahan jaminan dari pihak Bakrie Capital. Namun, hasilnya nihil. Padahal, nilai jaminan telah susut hingga tinggal bernilai 40%-50% saja. Sekadar catatan, PNM tak hanya terbelit repo Bakrie Capital. PNM Investment juga punya tagihan repo kepada PT Bakrie Brothers Tbk (BNBR). Tapi, BNBR berjanji akan melunasi repo yang masih tersisa sekitar Rp 203 miliar hingga Mei 2009. http://www.kontan.co.id/index.php/Investasi/news/9049/Bakrie_Capital__PNM___dan_Jaksa_Berunding_Masalah_Repo
[obrolan-bandar] Perubahan APBN 2009, DPR Setujui Anggaran Stimulus
Perubahan APBN 2009, DPR Setujui Anggaran Stimulus JAKARTA. Dewan Perwakilan Rakyat (DPR) menyetujui perubahan struktur anggaran pendapatan dan belanja negara (APBN) 2009. Salah satunya, pengalokasian dana untuk stimulus fiskal senilai Rp 73, 1 triliun. Wakil Ketua Panitia Anggaran DPR Suharso Monoarfa mengatakan, berdasarkan hasil rapat panitia kerja (panja) dengan pemerintah tadi malam dan pagi tadi, DPR menyetujui membengkaknya defisit APBN 2009 menjadi 2,6% atau sebesar Rp 136,9 triliun. Karena defisit disetujui, maka tadi pagi juga disepakati anggaran untuk stimulus, ujar Suharso disela rapat panja, Selasa (24/2). Dengan demikian, seluruh program pembelian stimulus fiskal yang diusulkan pemerintah bakal bisa dieksekusi dalam waktu dekat. Stimulus yang dimaksud antara lain adalah belanja subsidi pajak sebesar Rp12,3 triliun dan subsidi non pajak Rp 4,1 triliun. Ada pula anggaran untuk stimulus fiskal untuk peningkatan infrastruktur padat karya sebesar Rp 8,4 triliun, di mana sebagian besar Rp 7,8 triliun digunakan untuk belanja infrastruktur dan tambahan dana untuk program nasional pemberdayaan masyarakat (PNPM) Rp 600 miliar. Suharso mengatakan, DPR berharap stimulus dapat benar-benar berjalan dengan baik dan tidak membeku menjadi sisa lebih pembiayaan anggaran (silpa). Persetujuan perubahan struktur anggaran APBN 2009 juga disertai catatan. Yakni, DPR meminta pemerintah untuk menyusun laporan tentang penggunaan anggaran itu dalam bentuk Laporan Keuangan Pemerintah Pusat (LKPP) 2009. Pokoknya jangan sampai ada stimulus tidak terpakai, sambungnya. DPR mengkalkulasikan, dengan adanya anggaran untuk stimulus infratruktur tersebut, diharapkan bisa menyerap setidaknya Rp 2,4 juta lapangan kerja. http://www.kontan.co.id/index.php/Nasional/news/9076/Perubahan_APBN_2009__DPR_Setujui_Anggaran_Stimulus
[obrolan-bandar] Obama tells nation: 'We are not quitters'
Wednesday February 25, 3:18 am ET By David Espo, AP Special Correspondent Obama sketches ambitious agenda, beginning with jobs, tells nation: 'We are not quitters' WASHINGTON (AP) -- To a nation reeling from recession and facing long-festering problems, President Barack Obama has a simple reminder: We are not quitters. Whatever the problems, the new president promised in the first prime-time speech of his term, We will rebuild, we will recover and the United States of America will emerge stronger than before. Standing before a joint session of Congress on Tuesday night, Obama optimistically sketched an agenda that began with jobs, then broadened quickly to include a stable credit system, better schools, health care reform, reliable domestic sources of energy and an end to the war in Iraq. Specifics will follow, he said, although he conceded more billions may be necessary to stabilize the banking system. The president drew loud cheers as he made his way down the center aisle, again when he stood, alone, at the podium to speak, and several more times in an address delivered in a hall packed with lawmakers, members of his administration, Supreme Court justices and diplomats. Humorous and poignant moments took their turns on a night when virtually the entire government gathered under one heavily secured roof. As when Obama explained his decision to have Vice President Joe Biden oversee implementation of his stimulus plan by saying, Nobody messes with Joe. Or when he urged lawmakers to pass education legislation named in part for Massachusetts' Democratic Sen. Edward M. Kennedy, battling brain cancer. The 77-year-old lawmaker has never stopped asking what he can do for his country, Obama said, rephrasing an enduring line from President John F. Kennedy's 1960 inaugural address. Little more than one month into the president's term, the speech followed congressional passage of an $787 billion stimulus bill, coincided with pending proposals to stem an epidemic of mortgage foreclosures and served as prelude to a budget Obama pledged will cut projected deficits in half by the end of his term. The new president submits his tax and spending plans to Congress on Thursday. With solid Democratic majorities in both houses, Obama can count on a reliable base of support as he pushes his agenda. But his drive for bipartisanship depends in part on his standing in the polls -- strong so far -- and his speech was aimed at lawmakers as well as the viewing public. What is required now is for this country to pull together, confront boldly the challenges we face, and take responsibility for our future once more, he said. Republicans said they were ready to work with Obama and his Democratic allies in Congress -- up to a point. Where we agree, Republicans must be the president's strongest partners. And where we disagree, Republicans have a responsibility to be candid and offer better ideas for a path forward, said Louisiana Gov. Bobby Jindal, tapped by party leaders to deliver the GOP response. Jindal, the first Indian-American governor in history, also took the opportunity to pledge to voters his party would try to regain their trust after an election in which Democrats not only won, elevating the first African-American to the White House, but strengthened their majorities in Congress. We will do so by standing up for the principles that we share, he said. The president seemed to do a little political positioning of his own. He said the recently passed stimulus legislation was designed to put people back to work and put money in their pockets. Not because I believe in bigger government -- I don't. And despite what his critics claim, he said, no family with an income of less than $250,000 would face higher taxes because of his plan. While Obama's speech was short on specifics, his remarks hinted at legislative battles ahead with Democrats as well as Republicans in Congress. He said he had already identified $2 trillion in savings to be achieved over the next decade, adding: We will end education programs that don't work and end direct payments to large agribusinesses that don't need them. We'll eliminate no-bid contracts that have wasted billions in Iraq. He also pledged to root out the waste, fraud and abuse in our Medicare program that doesn't make our seniors any healthier, an apparent reference to the subsidies the government pays to private insurance companies offering an alternative to traditional Medicare under a program long nourished by Republicans. While Obama's speech had the trappings of a State of the Union address, it technically wasn't. And unlike most such speeches, which mark the beginning of legislative action, this one came after a spurt of activity by Democrats eager to get to work with a new president of their own party. Already, Obama has signed stimulus legislation, as well as a bill expanding health care for lower-income children and a separate measure giving workers a longer window in
[obrolan-bandar] Indonesia to Sell 5- and 10-Year Dollar Bonds Today
By Lester Pimentel and Lilian Karunungan Feb. 26 (Bloomberg) -- Indonesia plans to sell dollar- denominated bonds due in 2014 and 2019 in international markets today, testing demand for emerging-market debt as a deepening global recession curbs investors' risk appetite. The notes will be priced early today in New York, according to an e-mail sent to investors by Barclays Plc, which along with UBS AG is arranging the sale. The issue will be a benchmark offering, which typically means at least $500 million, according to a person familiar with the transaction, who declined to be identified because terms aren't set. Indonesia joins other emerging-market countries including Brazil, Mexico and the Philippines that have tapped international credit markets to fill budget shortfalls as the global recession hurts exports. Singapore today announced its economy shrank an annualized 16 percent in the last quarter, the most in at least 33 years, as overseas sales tumbled. Countries are trying to tap debt markets as quickly as possible in case the situation deteriorates further in the second half, said Paul Biszko, a senior emerging-markets strategist with RBC Capital Markets in Toronto. It doesn't surprise me that Indonesia is trying to issue. Indonesia's parliament yesterday approved a 73.3 trillion rupiah ($6.1 billion) stimulus package and endorsed the 2009 budget, paving the way for the country to sell as much as $4 billion of dollar-denominated debt to finance a budget deficit of 139.5 trillion rupiah, or 2.5 percent of gross domestic product. Yield Spreads Indonesian officials met with investors starting on Feb. 2 to drum up interest for the latest debt sale. The extra yield investors demand to own the nation's dollar bonds instead of U.S. Treasuries has narrowed 83 basis points, or 0.83 percentage point, to 7.58 percentage points since reaching this year's high on Jan. 15, according to JPMorgan Chase Co. The spread averaged 1.69 percentage points in the first half of 2007, before a global credit crisis began. Indonesia's 6.75 percent dollar bond due March 2014 yielded 9.27 percent yesterday, or 7.26 percentage points more than similar-maturity U.S. Treasuries, according to data compiled by Bloomberg. It's 6.875 percent note due January 2018, the note with the closest maturity to the 10-year mark, yielded 10.69 percent, a premium of 7.97 percentage points over U.S. debt. Shrinking Premium Southeast Asia's largest economy last raised $2.2 billion in June via a sale of six-year, 10-year and 30-year debt. The government sold $300 million of bonds maturing in March 2014 with a 6.75 percent coupon. It sold $900 million of notes due in January 2018, paying 6.875 percent. The remaining $1 billion of debt maturing in January 2038 paid 7.75 percent. Investors now demand 6.5 percentage points in additional yield to buy emerging-market dollar-denominated bonds instead of Treasuries, according to JPMorgan Chase Co.'s EMBI+ index. The premium reached a six-year high of 8.65 points on Oct. 24 as risk aversion mounted after Lehman Brothers Holdings Inc. declared bankruptcy in September. Debt from Indonesia, which raised $4.2 billion from dollar- denominated bond sales last year, is rated BB- by Standard Poor's and Ba3 by Moody's Investors Service. Both ratings are three levels below investment grade and on a par with Turkey. Rahmat Waluyanto, director general of Indonesia's debt management office, and Timothy Cuffe, a spokesman for Barclays Capital in Hong Kong, declined to comment on today's sale. Boost Spending The government plans to boost spending to sustain Indonesia's economic growth. Analysts forecast expansion will slow to 4.8 percent this year from 6.1 percent in 2008, according to a Bloomberg survey. ING Financial Bank NV forecasts dollar debt sales by developing nations will rise as much as 68 percent this year to a four-year high of $65 billion as a tumble in commodity exports drains foreign reserves and drives down currencies. Commodities, as measured by the UBS Bloomberg CMCI Index, plunged 52 percent from a July record as the global recession crimped demand for raw materials. Crude oil in New York recently traded at $42.72 a barrel, 71 percent less than last year's all- time high of $147.27.
[obrolan-bandar] Source: Citi-gov't aid deal may come this week
Thursday February 26, 4:14 am ET By Madlen Read, AP Business Writer AP Source: Citigroup deal to boost goverment's stake to as much as 40 pct could come this week NEW YORK (AP) -- Citigroup Inc.'s bid to boost its equity capital could result in the federal government raising its stake in the troubled bank this week to as much as 40 percent, a person familiar with the talks said. Citigroup already has received $45 billion in U.S. bailout money made up primarily of debt-like preferred shares, plus federal guarantees to cover losses on some $300 billion in risky investments. It also has transferred control of its Smith Barney brokerage to Morgan Stanley in return for $2.7 billion, and has prepared itself for more asset sales by splitting in two -- effectively undoing the merger that created Citigroup a decade ago. But the New York-based bank has been involved in talks with regulators over ways the government could help strengthen the bank still further. While a deal is unlikely to be announced early Thursday, it could be hammered out within days, the person said late Wednesday, asking not to be named because the discussions are still ongoing. While the exact details of the talks aren't known, they could center on the terms of converting the government's $45 billion in preferred shares into common equity. The preferred shares carry a high interest rate, requiring a yearly payout of billions in coupon payments. But if converted to common stock, Citi's annual dividend payout would be minimal since it's been cut to just 4 cents per share. The price of that conversion would have to be negotiated, but for example, converting part of the preferred shares at a strike price near to Wednesday's closing stock price of $2.52 would add billions of new shares, taking the government's stake to 40 percent of the enlarged equity share count. While that would dilute current shareholders' investments, a wider equity base could calm investors since there would be more reserves in place to guard against further losses as the economy sours. Citigroup's talks continue as the Obama administration prepares to administer stress tests to 19 of the nation's largest banks to gauge whether each institution has adequate capital to survive a severe downturn. U.S. officials haven't specifically said which banks will be subject to the tests, but under the government's criteria they would include large nationwide banks such as Citigroup, Bank of America Corp., JPMorgan Chase Co. and Wells Fargo Co. The 19 largest banks hold two-thirds of the banking industry's assets. Fed Chairman Ben Bernanke on Wednesday again spurned speculation that the government may nationalize Citigroup. But the Fed chief said it is possible the government could end up with a much bigger ownership stake in Citigroup or other banks. In the case of Citigroup, Bernanke said, we'll see how their test works out and what evolves. Citigroup has not been the only financial institution to crumble under the growing avalanche of loan defaults. Last year, Bear Stearns Cos. collapsed, Lehman Brothers Holdings Inc. went bankrupt, and American International Group Inc., Fannie Mae and Freddie Mac got bailed out and taken over by the government. As an insurer of the toxic assets plaguing the credit markets, AIG has hemorrhaged far more money than Citigroup. But having been the largest U.S. financial institution and a highly recognizable brand around the world, Citigroup has embodied for many people what went wrong with the global banking system: It grew too big and complicated, and veered too far away from its primary goal of serving the public's financial needs. Citigroup started falling apart in 2007, when sliding home prices led to a surge in loan defaults and in turn, a plunge in the value of bonds backed by loans. In the fourth quarter -- as Citigroup's board shuffled out Prince and replaced him with Vikram Pandit -- the bank posted a nearly $10 billion loss. It hasn't turned a profit since. The company's stock price has suffered massive losses in recent months, sending Citi's market capitalization into precipitous decline. Opening 2008 near $30, the stock had already lost 30 percent of its value by Oct. 1. As the market meltdown intensified, Citi shares dropped near $3 in November then doubled their value to end 2008 at $6.71, down 77 percent for the year. The first two months of 2009 have seen Citi shares slide another 64 percent, giving the bank a market cap below $14 billion, a far cry from the more than $100 billion market cap it held a year ago.
[obrolan-bandar] Berkshire has worst year, Buffett still optimistic
Saturday February 28, 6:07 pm ET By Josh Funk, AP Business Writer Buffett optimistic despite Berkshire's worst year, prospects for more economic turmoil OMAHA, Neb. (AP) -- Warren Buffett remains optimistic about the prospects for his company and the nation even though Berkshire Hathaway Inc. turned in its worst performance in 2008 and the widely-followed investor says the economy will likely remain a mess beyond this year. Buffett used his annual letter Saturday to reassure shareholders that the Omaha-based insurance and investment company has the financial strength needed to withstand the current turmoil and improve after the worst showing of Buffett's 44 years as chairman and CEO. Buffett wrote he's certain the economy will be in shambles throughout 2009 -- and, for that matter, probably well beyond -- but that conclusion does not tell us whether the stock market will rise or fall. In between the news of Berkshire's sharply lower profit and a thorough explanation of its largely unrealized $7.5 billion investment and derivative losses, Buffett offered a hopeful view of the nation's future. He said America has faced bigger economic challenges in the past, including two World Wars and the Great Depression. Though the path has not been smooth, our economic system has worked extraordinarily well over time, Buffett wrote. It has unleashed human potential as no other system has, and it will continue to do so. America's best days lie ahead. Buffett's letter appeared to mollify the concerns of many who follow the company, but it's not yet clear whether that will help Berkshire's Class A stock extend its rebound from the new five-year low it set last Monday at $73,500. On Friday, it closed up $250 at $78,600. If anything, I feel better than I did before I read it, Morningstar analyst Bill Bergman said. Berkshire's results could have easily been worse, he said. But Buffett estimates Berkshire's book value -- assets minus liabilities -- declined 9.6 percent to $70,530 per share in 2008 -- the biggest drop since he took control of the company in 1965. Berkshire's book value declined only one other time under Buffett, and that was a 6.2 percent drop in 2001 when insurance losses related to the Sept. 11 terrorist attacks hurt results. Berkshire's Class A shares remain the most expensive U.S. stock, but they fell nearly 32 percent in 2008 and have declined 48 percent since setting a high of $151,650 in December 2007. That high came after an exceptionally profitable quarter that was helped by a $2 billion investment gain. The SP 500 fell 37 percent in 2008. Within Berkshire, Buffett said the company's retail businesses, including furniture and jewelry stores, and those tied to residential construction, such as Shaw carpet and Acme Brick, were hit hard last year. Net income for those businesses slipped 3 percent to $2.28 billion, and Buffett said they will likely continue to perform below their potential in 2009. But he said Berkshire's utility and insurance businesses, which includes Geico, both delivered outstanding results in 2008 that helped balance out the other businesses. The Des Moines, Iowa-based utility division, MidAmerican Energy Holdings, contributed $1.7 billion to Berkshire's net income in 2008 thanks to more than $1 billion in proceeds from MidAmerican's failed takeover of Constellation Energy. That's up from the $1.1 billion utility profit that Berkshire recorded in 2007. The insurance division, which also includes reinsurance giant General Re, contributed $1.8 billion in earnings from underwriting -- a drop of 17 percent from 2007. Buffett praised Geico CEO Tony Nicely's efficiency and his ability to increase Geico's market share to 7.7 percent of the auto insurance market last year. As we view Geico's current opportunities, Tony and I feel like two hungry mosquitoes in a nudist camp. Juicy targets are everywhere, Buffett wrote. Overall, Berkshire's 2008 profit of $4.99 billion, or $3,224 per Class A share, was down 62 percent from $13.21 billion, or $8,548 per share, in 2007. Berkshire's fourth-quarter numbers were even worse. Buffett's company reported net income of $117 million, or $76 per share, down 96 percent from $2.95 billion, or $1,904 per share, a year earlier. Buffett devoted nearly five pages of his letter to shareholders to explaining the role derivatives played in the company's investment losses last year. The derivatives Berkshire offers operate similar to insurance policies. Some of them cover whether certain stock market indexes -- the SP 500, the FTSE 100 in the United Kingdom, the Euro Stoxx 50 in Europe and the Nikkei 225 in Japan -- will be lower 15 or 20 years in the future. Others cover credit losses at groups of 100 companies, and some cover credit risks of individual companies. Buffett said he initiated all of Berkshire's 251 different derivative contracts because he believes they were mispriced in Berkshire's favor. Analyst Justin Fuller, who works with
[obrolan-bandar] Re: Pengumuman
banyak pemerintah bikin program bail out n stimulus. mungkin big boss n the gank bisa bikin program bail out bursa, mumpung harga di bawah bv. jangan cuma mikir profit jangka pendek donk, think long term boss. --- In obrolan-bandar@yahoogroups.com, Jack jack_sparro...@... wrote: Untuk semua Mr.BD di seluruh jagad raya, jangan suka membakar dikarenakan ancaman global warming. jika market dibakar, maka akan terjadi global warming. hehehehhee.
Re: Bls: [obrolan-bandar] China: Ekonomi diperkirakan akan pulih dalam pertengahan tahun pertama
ekonomi china cuma 40% tergantung sama ekspor. ekonomi kita 35%. jadi ekonomi domestik yg akan lebih berperan. --- In obrolan-bandar@yahoogroups.com, dario kurniawan darioamran1...@... wrote: soon 10-15 tahun lagi strongest ekonomi akan ke china, amerika no 2, jepang no 3... kita ketiban rejeki dari china dan india hehehe... crash lebih besar dari great depresi 1929 sedang kita jalani, tapi china cuma merana +/- 1 tahun aja..ck ck ck salut dah.. Dario Amran --- Pada Rab, 4/3/09, simon bolenang simon_bolen...@... menulis: Dari: simon bolenang simon_bolen...@... Topik: [obrolan-bandar] China: Ekonomi diperkirakan akan pulih dalam pertengahan tahun pertama Kepada: obrolan-bandar yahoogroups obrolan-bandar@yahoogroups.com, saham yahoogroups sa...@yahoogroups.com Tanggal: Rabu, 4 Maret, 2009, 1:39 AM China: Ekonomi diperkirakan akan pulih dalam pertengahan tahun pertama Menurut wakil gubernur bank sentral Cina, Su Ning, ekonomi Cina akan pulih dalam 1H2009. Pemerintah kemungkinan akan mendobel paket stimulus 4 triliun yuan ($585 milyar) sampai 2010. (bloomberg) Terhubung langsung dengan banyak teman di blog dan situs pribadi Anda? Buat Pingbox terbaru Anda sekarang! http://id.messenger.yahoo.com/pingbox/
[obrolan-bandar] China says 8 percent growth possible in 2009
Thursday March 5, 12:31 am ET By Joe Mcdonald, AP Business Writer China says 8 percent growth possible in 2009; record budget deficit forecast amid stimulus BEIJING (AP) -- China's premier said Thursday the country can achieve 8 percent growth this year despite a worsening global economic crisis and promised more efforts to boost exports and create jobs. We face unprecedented difficulties and challenges, Premier Wen Jiabao warned in an nationally televised speech to China's legislature. However, he said, We will be able to achieve this target of 8 percent growth. Wen promised to dramatically increase spending to counter the impact of the global slowdown that has thrown at least 20 million Chinese migrants out of work. But he made no mention of possible new stimulus measures on top of a 4 trillion yuan ($586 billion) package unveiled in November. That was likely to disappoint Chinese financial markets, which rose Wednesday on hopes he might announce a new round of spending worth up to 10 trillion yuan ($1.5 trillion). Private sector economists are forecasting 2009 growth as low as 5.6 percent -- the weakest in nearly two decades -- after economic expansion plunged to a seven-year low of 6.8 percent in the final quarter of 2008. Beijing's stimulus is aimed at reducing reliance on exports, which plunged by 17.5 percent in January, by pumping money into the economy through higher spending on public works to boost domestic consumption. The government points to rising bank lending and power consumption as signs its slump might already be bottoming out. Some analysts say growth could rebound as early as the quarter beginning in April. But others say China cannot recover until its key U.S. and European export markets do, which might not happen until next year. The stimulus package is certainly a big one, but we don't think that alone is going to change the direction of the economy. The downward momentum is clear, said Fitch Ratings analyst James McCormack. He said he expected this year's growth to fall to 5.6 percent. It's not a catastrophe but it's a hard landing, McCormack said. We just don't think the Chinese economy can recover until the global economy recovers. Chinese manufacturing contracted in February for a fifth month, though at a slower rate than previously, according to surveys released this week. Wen promised more help to restructure and modernize industry, a streamlining of tax collection and other steps to make the economy more efficient. He also said Beijing would take more steps to boost exports, a move that might strain relations with trading partners that are trying to keep up foreign sales of their own goods. Wen said the politically sensitive exchange rate for China's currency, the yuan, will be kept basically stable. Exporters want the yuan devalued to make their goods less expensive abroad. But any move to weaken the yuan could aggravate strains with the United States and other governments that complain about China's huge trade surplus. Government spending will rise by about 25 percent this year, pushing its deficit to 950 billion yuan ($138 billion), Wen said. The official Xinhua News Agency said that was the highest in six decades of communist rule but equal to less than 3 percent of gross domestic product -- well below the 12 percent forecast for the United States. Despite the increased spending, the total is small compared with China's 26 trillion yuan-a-year ($3.5 trillion-a-year) economy. Beijing faces a challenge in maintaining consumer and investor confidence later this year once the boost from its first round of stimulus fades, said Citigroup economist Ken Peng. We could be in a `W' situation where there is a double dip, perhaps early next year, or if things continue to get bad, maybe late this year, Peng said. When it comes to next year, you have less to spend and you'll be working with more difficult comparisons. At that time there will be more difficulty to lift market sentiment.
[obrolan-bandar] Re: BI Rate - Suku bunga acuan untuk apa ?
minggu depan bank2 bumn akan turunkan bunga deposito lagi. bunga kredit akan dipaksa turun, krn ada tekanan dari bi n meneg bumn. --- In obrolan-bandar@yahoogroups.com, indeksbei3...@... wrote: Dear HMIN Bisakah membandingkan Chart BI Rate dengan Chart Inflasi ?Karena itu sebenarnya Tujuan utama BI Rate. MTN dan Bond dikeluarkan Pemerintah, Bukan BI. Bandingkan Global Bond dengan Bond yg dikeluarkan dengan Bond Negara lain terutama US Bond. Bank Swasta sedang kesulitan Likuiditas sehingga Suku bunga simpanan Bank Swasta masih tinggi. Masyarakat lebih memilih Bank Pemerintah. Bank masih selektif dalam memberikan Pinjaman PUAB.Cost Of Fund masih tinggi (kalau di PT Manufactur, COF=COGS) HMIN belum uraikan Bunga Pinjaman/Bunga Kredit, apakah sdh turun/ belum? Pasti ada Lag antara penurunan BI Rate dan Suku Bunga Bank.Tunggu 1-2 bulan lagi. BI Rate tdk ditujukan untuk IHSG. Paling-paling pengaruh Sentimen saja. Satu lagi, Mungkin HMIN bisa uraikan Chart BI Rate dengan Chart Loan to Deposit Ratio dan Trend Loan kepada Masyarakat. Senang ada orang teknik yg mau analisa BI Rate. Note: Disclaimer Sent from my BlackBerry® smartphone from Sinyal Bagus XL, Nyambung Teruuusss...! -Original Message- From: Boys n Girls boysngi...@... Date: Fri, 6 Mar 2009 07:16:42 To: obrolan-bandar@yahoogroups.com Subject: [obrolan-bandar] BI Rate - Suku bunga acuan untuk apa ? Penurunan BI rate sejak januari hingga maret 2009 praktis tidak direspon pelaku pasar keuangan. Pelaku pasar lebih berpikiran resiko IDR daripada merespon penurunan suku bunga Acuan. Fakta-fakta membingungkan dibalik penurunan BI-rate - MTN RI dalam bentuk USD dihargai dengan yield 11-11.75% (di atas BI rate) - Yield 10 year bond RI sejak januari naik dari 12% menjadi 14.5% di bulan maret (padahal BI rate turun di atas 1%) - Suku bunga deposito 1 bulan bank swasta praktis tidak bergerak (BDMN masih 12%, BNGA 12%, Maspion 11.5%). Sedangkan bank pemerintah seperti BMRI rata-rata turun 1% dari tertinggi sekitar 12.5% menjadi 11-11.5% - IHSG malah terkoresi dari 1472 menjadi 1288 hmin bukan seorang ekonom.. dan tidak pernah sekolah ekonomi. Hmin cuman lulusan teknik komputer yang menyukai matematika. Dasar logika hmin mengatakan.. BI-rate tidak lebih dari kesanggupan pemerintah menjamin simpanan Rupiah anda. Bagaimana bisa dikatakan suku bunga acuan.. kalau yang mengeluarkan acuan ( BI ) malah melanggar dengan mengeluarkan product dengan bunga jauh di atas acuan (gov bond) Bahkan pemerintah sendiri terkesan bingung dalam mengatur suku bunga. Baru saja buy back SUN (dengan alasan mengatrol harga).. langsung mengeluarkan SUN lagi. Kalau mau diteliti.. SUN yang di buy back pemerintah adalah SUN yang jatuh tempo kurang dari 12 bulan. Sedangkan SUN yang dikeluarkan berdurasi di atas 5 tahun. Bolehkan saya mengatakan.. seandainya RI adalah swasta.. maka yang dilakukan hanyalah memperpanjang hutang sendiri (rescheduling) ?? Mungkin ada sesama member OB yang bisa memberikan penjelasan lebih rinci soal BI-rate ? Terus terang saya bingung dengan kenyataan di atas maklum tidak pernah sekolah ekonomi hmin
[obrolan-bandar] Re: there is something about accounting : CNBC = Stocks Could Skyrocket After March 12th
masuk akal sih. gara2 mtm maka write down bisa 80-90% dari bv, padahal maksudnya held-to-maturity. --- In obrolan-bandar@yahoogroups.com, kusumo k kusu...@... wrote: Bean counter on the move ??? Is it possible ? or just another cnbc's hip hip huray http://www.cnbc.com/id/29549920
[obrolan-bandar] Re: What is The Most Undervalued JCI Stock?
properti rata2 nav bahkan bv. --- In obrolan-bandar@yahoogroups.com, kusumo k kusu...@... wrote: Mbah, switch ke financial kalee ya belanjanya. 2009/3/8 jsx_consultant jsx-consult...@... Pak DE, Bentuk grafik harga coal mulai menghawatirkan --- In obrolan-bandar@yahoogroups.com obrolan-bandar%40yahoogroups.com, Dean Earwicker dean.earwicker@ wrote: Kalau JCI, sudah pasti BUMI lah (sekali lagi dengan syarat KPC masih ada) Kalau US, coba buka: Google Stock Screener http://www.google.com/finance/stockscreener#c0=MarketCapmin0=6424max0=93817000c1=PEmin1=0.11max1=1494c2=DividendYieldmin2=0max2=692c3=Price52WeekPercChangemin3=-99.95max3=7198region=ussector=AllSectorssort=sortOrder= Yahoo Stock Screener http://screen.yahoo.com/stocks.html Regards, DE 2009/3/8 ::Pak_AA:: abdul.rahman.rahim@ [?][?][?]
[obrolan-bandar] Re: DJ future +91 jam 15:39
Oil rises to near $48 as OPEC signals another supply cut likely at Sunday's meeting http://biz.yahoo.com/ap/090310/oil_prices.html --- In obrolan-bandar@yahoogroups.com, jsx_consultant jsx-consult...@... wrote: DJ future +91 jam 15:39
[obrolan-bandar] Re: Dow ends up nearly 380 on Citigroup profit news - Stocks rally after Citi says operating at profit, Bernanke calls for bank reform...
gile, up 5,80%. bisa gak ihsg ngikut hehe. n225 + 3,7%, aord +2% bbca n bmri bisa jadi lokomotif?? atau malah bumi?? --- In obrolan-bandar@yahoogroups.com, Aria Bela Nusa ariab...@... wrote: http://us.lrd.yahoo.com/_ylt=Aj3gcxo4dhGMhAZILPH4Lxq7YWsA/SIG=112tdt45f/**h ttp%3A/biz.yahoo.com/top.html Top Stories http://us.rd.yahoo.com/finance/finhome/topstories/apf/*http:/biz.yahoo.com/ ap/090310/wall_street.html Dow ends up nearly 380 on Citigroup profit news- AP Wall Street has had its best day of the year, storming higher after some good news from Citigroup. Citigroup Inc. says it operated at a profit during the first two months of the year.
[obrolan-bandar] Re: BUMI
semesta mendukung = regional ijo? --- In obrolan-bandar@yahoogroups.com, Kabu Nusi megasho...@... wrote: Biasanya BUMI 'bisa' rally kalau metaskung --- On Wed, 3/11/09, h...@... h...@... wrote: From: h...@... h...@... Subject: [obrolan-bandar] BUMI To: milis-a...@yahoogroups.com, metastock...@yahoogroups.com, amibroker...@yahoogroups.com, obrolan-bandar@yahoogroups.com, sa...@yahoogroups.com, my_...@yahoogroups.com Date: Wednesday, March 11, 2009, 1:33 AM Hallo Pak Prima maaf baru balas. soalnya kemarin jadwal rapat penuh. yg sy kirim saham BOC / BOA yang list di NYSE terkati bumi berikut sy kirimkan saham BUMI BUMI masih dalam priode konsolidasi. terlihat pola ascending triangle. masih menunggu breakout. resistance 800 - 810 support 760 - 700 tgl 3 maret saham ini menerima signal rally dari sistem swing 2 thx Hans http://www.bumianyar.net/download/ http://trend-traders.com/ http://www.mylri.com/ Tulisan di atas bukanlah suatu rekomendasi beli atau jual, melainkan suatu petunjuk untuk menginterpretasikan sebuah pola atau indikator tertentu. Informasi di atas seharusnya digunakan hanya oleh investor yang memahami resiko dalam trading saham, komoditi mau pun forex. Kami tidak bertanggung jawab atas kerugian apa pun yang disebabkan oleh penggunaan tulisan di atas. Boleh sy tahu Pak Hans,maksudnya gmn?tlalu murah atau tlalu mahal?soal BUMI? Powered by Telkomsel BlackBerry® + + + + + + + Mohon saat meREPLY posting, text dari posting lama dihapus kecuali diperlukan agar CONTEXTnya jelas. + + + + + + +Yahoo! Groups Links
[obrolan-bandar] SBY Urges Banks to Cut Loan Rates
President Susilo Bambang Yudhoyono asked Indonesian banks to cut borrowing costs immediately to help sustain growth, as the central bank said it had held talks with financial-service companies to encourage cheaper loans. I know that banks need to improve their businesses, but I ask banks to also see other sectors, such as the manufacturing sector, because that too is important for our nation's economic progress, Yudhoyono said on Tuesday. Yudhoyono, who will seek re-election this year, is counting on local demand to sustain growth at 4.5 percent in Southeast Asia's biggest economy in 2009, after 6.1 percent growth last year. Bank Indonesia, the central bank, has encouraged lenders to cut borrowing costs in a prudent manner, said BI Senior Deputy Governor Miranda Goeltom. Banks are playing it safe. They have been refraining from lending and that is stalling the economy, said Syafrien Anwar, head of research at PT Lautandhana Securindo. BI may need to provide other incentives. BI has cut the policy rate to 7.75 percent, lowering it for four straight months to support growth. The base lending rate, an indicator for banks to set their lending rates, fell to 16.19 percent on Tuesday, from 16.62 percent on Dec. 31, according to BI data. Lending is about confidence, Goeltom said. We are actively talking to bankers now and giving inputs needed by the bankers. Banks should start lending. BI has room to cut its policy rate further as inflation eases, Goeltom said. Still, the lower rates may not encourage banks to boost lending, economists have said. Monetary policy is now a relatively less effective signaling tool as market rates and policy rates stay diverged, Morgan Stanley economists Chetan Ahya, Deyi Tan and Shweta Singh said in a client note on Monday. The central bank's intervention to curtail currency vulnerability could aggravate liquidity conditions. BI in February forecast credit expansion of 15.6 percent this year, about half the pace of lending growth in 2008. Bloomberg
[obrolan-bandar] Re: Wave 5 is running
Dana Rp 30 Triliun Beredar Sepanjang Pemilu http://www.detikfinance.com/read/2009/03/11/131044/1097700/4/dana-rp-30-triliun-beredar-sepanjang-pemilu --- In obrolan-bandar@yahoogroups.com, cipto_jh cipto...@... wrote: Maaf sebelumnya mbah.. Sektor perbankan ke depannya memang didukung oleh trend penurunan suku bunga, namun di sisi yg lain menghadapi juga ancaman penurunan kualitas aktiva produktif-nya (kenaikan NPL) seiring dengan perlambatan roda perekonomian saat ini yg berdampak pada sektor riil. Seperti berita yg dirilis ini: http://www.detikfinance.com/read/2009/03/11/111446/1097573/5/kinerja-perbankan-mulai-melambat Apakah saat ini (kenaikan sektor perbankan) hy moment sesaat saja? Salam --- In obrolan-bandar@yahoogroups.com, jsx_consultant jsx-consultant@ wrote: Wave 5 is running - Wave 5 is RUNNING - Wave 5 is an Uptrend Wave similar to Wave 3 with impulse and corection internal wave pattern - Wave 5 is dominated by Banking sector movement. http://www.obrolanbandar.com/piwihsg.htm
[obrolan-bandar] Re: New poll for obrolan-bandar
faktor presiden menentukan. dan di tengah ketidakpastian (ekonomi), kecenderungan pilih yg pasti2 aja. it's the economy, stupid! (courtesy bill clinton) http://en.wikipedia.org/wiki/It%27s_the_economy,_stupid --- In obrolan-bandar@yahoogroups.com, \::Pak_AA:\: abdul.rahman.ra...@... wrote: GOLPUT On Thu, Mar 12, 2009 at 9:24 AM, obrolan-bandar@yahoogroups.com wrote: Enter your vote today! A new poll has been created for the obrolan-bandar group: Partai mana yang anda pilih nanti ketika PEMILU? o PDIP o Golkar o Demokrat o PKS o PPP o PDS o PKB o PAN o Gerindra o Hanura
[obrolan-bandar] Re: TINS
riset sekuritas rata2 tp di 750-900. lagi ngumpulin barang kali. --- In obrolan-bandar@yahoogroups.com, Tasrul Tanar tasru...@... wrote: Sedikit tambahan dengan simulasi saya pakai W%R terlihat support kuat saat ini antara 1,010-1,020 sama halnya kalau saya patok risk sekitar 25 % s/d 30 % dari range antara 988.101 s/d 1,111.99. Big Picture cukup bagus, sayang belum ada trigger yang terbaca dari volume yang masih relatif kecil. From: JsxTrader jsxtra...@... To: obrolan-bandar@yahoogroups.com Cc: my_...@yahoogroups.com Sent: Thursday, March 12, 2009 9:14:44 PM Subject: RE: [obrolan-bandar] TINS Sesuai Janji, berikut chartnya Tinsâ¦, Harga pas di support level tuh.., 1030 cukup solidâ¦, resikonya ke 910.., tapi saya perkirakan kalau digebuk, bakal mental di 980â¦, reward-nya lumayanâ¦, good level to entry, masalahnya apakah langsung jalan apa masih mau diem kita ngga tauâ¦., takutnya kelamaan nyimpenâ¦, so far belum ada pergerakan yg significantâ¦, mungkin tunggu sentiment bagus dulu baru bisa gerak. For more info, coba Kontak JHâ¦, die specialist TINS tuh.., Good Luck !! Rgrds, JT From:obrolan-bandar@ yahoogroups. com [mailto:obrolan- ban...@yahoogrou ps.com] On Behalf Of Alexander Halim Sent: 12 Maret 2009 16:43 To: obrolan-bandar@ yahoogroups. com Subject: [obrolan-bandar] TINS Pak JT, review utk TINS gmn yah,,thx
[obrolan-bandar] Re: BUMI roadshow
roadshow buat apaan sih? private placement? --- In obrolan-bandar@yahoogroups.com, Henry orga...@... wrote: BUMI sedang roadshow tgl 1213 maret ini di singapore. Kira2 ada yg tahu minat investor bagaimana di hari pertama..?
[obrolan-bandar] Re: Fact or Fiction?
wib lah. di ob sini kan lokalan semua, cuma belagak inggris aja. --- In obrolan-bandar@yahoogroups.com, Cumi Cabe Ijo cumie...@... wrote: Monday Indonesia time or NY time? WARNING: Cumi-cumi mengandung 1,170mg kolesterol per 10 gr, sedangkan daging ayam tanpa kulit hanya 50mg saja. On Sat, Mar 14, 2009 at 1:33 PM, Ratu Sima ratus...@... wrote: Good afternoon Indonesia good evening NY time... I'm pre-informing U that this Monday I'm goin' to post a bit important thing. And it's goin' to be different. It's simply based on facts in the field. Please stay tune... Aimee, From NY C updates Ratu Sima ... @facebook.com
[obrolan-bandar] Re: TATA JUAL KPC-ARUTMIN KE BUMI ?
$ 1,2 milyar. --- In obrolan-bandar@yahoogroups.com, D Hendarman freaker2...@... wrote: Tata gak pernah beli BUMI, mereka thn 2007 beli 25% saham KPC dari BUMI. Berapa nilai transaksinya bisa check dari LK BUMI 2007, download dari website BEI. Cheers. -Original Message- From: Prima Soerjono prima_soerj...@... Date: Sun, 15 Mar 2009 10:22:35 To: obrolan-bandar@yahoogroups.com Cc: _b...@... Subject: Re: [obrolan-bandar] TATA JUAL KPC-ARUTMIN KE BUMI ? Masih ingat tidak..dulu Tata beli BUMI di hrg berapa ya? --- On Fri, 3/13/09, Bumi T t_b...@... wrote: From: Bumi T t_b...@... Subject: [obrolan-bandar] TATA JUAL KPC-ARUTMIN KE BUMI ? To: obrolan bandar obrolan-bandar@yahoogroups.com Date: Friday, March 13, 2009, 11:41 PM Edisi 14-Maret-2009, halaman 4-5 http://kontan. realviewusa. com/ Berbagi video sambil chatting dengan teman di Messenger. Sekarang bisa dengan Yahoo! Messenger baru.
[obrolan-bandar] Bernanke: recession could end in '09
Sunday March 15, 9:07 pm ET By Jeannine Aversa, AP Economics Writer Bernanke: recession 'probably' will end this year if government stabilizes banking system WASHINGTON (AP) -- America's recession probably will end this year if the government succeeds in bolstering the banking system, Federal Reserve Chairman Ben Bernanke said Sunday in a rare television interview. In carefully hedged remarks in a taped interview with CBS' 60 Minutes, Bernanke seemed to express a bit more optimism that this could be done. Still, Bernanke stressed -- as he did to Congress last month -- that the prospects for the recession ending this year and a recovery taking root next year hinge on a difficult task: getting banks to lend more freely again and getting the financial markets to work more normally. We've seen some progress in the financial markets, absolutely, Bernanke said. But until we get that stabilized and working normally, we're not going to see recovery. But we do have a plan. We're working on it. And, I do think that we will get it stabilized, and we'll see the recession coming to an end probably this year. Even if the recession, which began in December 2007, ends this year, the unemployment rate will keep climbing past the current quarter-century high of 8.1 percent, Bernanke said. A growing number of economists think the jobless rate will hit 10 percent by the end of this year. Asked about the biggest potential dangers now, Bernanke suggested a lack of political will to solve the financial crisis. He said, though, that the United States has averted the risk of plunging into a depression. I think we've gotten past that, he said. It's rare for a sitting Fed chief to grant an interview, whether for broadcast or print. Bernanke said he chose to do so because it's an extraordinary time for the country, and it gave him a chance to speak directly to the American public. (A transcript of the interview was provided in advance of the broadcast.) Bernanke spoke at a time of rising public anger over financial bailouts using taxpayer money. Battling the worst financial crisis since the 1930s, the government has put hundreds of billions of those dollars at risk to prop up troubled institutions and stabilize the banking system. Institutions that have been thrown lifelines include American International Group Inc., Citigroup Inc., Bank of America Corp., mortgage giants Fannie Mae and Freddie Mac and others. Democrats and Republicans on Capitol Hill have questioned the effectiveness of the rescue efforts and have demanded more information about how taxpayers' money is being used. Bernanke's TV interview seemed to be part of a government public relations offensive. Treasury Secretary Timothy Geithner appeared on PBS' The Charlie Rose Show last week, discussing the financial crisis and the Obama's administration's relief efforts. The Fed chief on Sunday's broadcast repeated his ire over the AIG bailout, saying that over the past 18 months, that was the case that angered him the most. He says he slammed the phone more than a few times on discussing AIG. The government's four efforts to save the troubled insurance giant total more than $170 billion. A collapse of AIG would have wreaked havoc on the global economy, the Fed has said. AIG ignited fresh outrage over the weekend with news that it's making $165 million in bonus payments to executives on Sunday, most of them in the unit that sold risky financial contracts that caused huge losses for AIG. When the financial crisis intensified last fall, Bernanke and President George W. Bush's Treasury Secretary Henry Paulson rushed to Capitol Hill for help. That led to the swift enactment of a $700 billion bailout package in October. Since then, banks have received billions in capital injections in return for government ownership stakes in them. Looking back, Bernanke said the world came close to a financial meltdown. Asked how close, Bernanke responded: It was very close. Bernanke admitted that the Fed could have done a better job of overseeing banks. Critics say lax regulatory oversight contributed to the crisis. Bernanke said he believes all the big banks the Fed regulates are solvent. Big banks won't fail under his watch, Bernanke said -- though, if necessary, the government should try to wind it down in a safe way.
[obrolan-bandar] Re: MISTERI LEMBU SEKILAN
c7. kalau memang rally berarti periodenya lebih panjang dari sekedar technical rebound. artinya butuh lebih dari sekedar ta. harus ada ca. dan bumi adalah jawaranya ca. --- In obrolan-bandar@yahoogroups.com, Tjen Hartono thartono_...@... wrote: Satu lagi MBAH, BUMI akan naik mengiringi ASTRA selama BEAR RALLY ini. --- On Sun, 3/15/09, jsx_consultant jsx-consult...@... wrote: From: jsx_consultant jsx-consult...@... Subject: [obrolan-bandar] Re: MISTERI LEMBU SEKILAN To: obrolan-bandar@yahoogroups.com Date: Sunday, March 15, 2009, 9:19 PM Prof Jsx mengartikan tulisan yg BERBOBOT ini menjadi ajakan Swing Trading. Kusumo dan Erick juga menyimpulkannya kurang lebih trading tek tok. Pak Rei mengambil kesimpulan anda rekomend group Astra. Is this what are you trying to communicate to us, Aimee ? Any other conclusion from other member ?. --- In obrolan-bandar@yahoogroups.com, kusumo k kusumok@ wrote: Laskar Cakrabirawa 30% (Selatan) bertahan : 70% (Utara) dukung bear rally. jadi ngajak jagain indeks, nebeng rally ampe ntar dia takut sendiri, terus balik lagi jadi kabur...kluarin cerita nakutin lagi... yah bener tektok doang dong... On Mon, Mar 16, 2009 at 11:09 AM, jsx_consultant jsx-consultant@ wrote: Ibu Tani, Conclusion ?, Executive Summary ? atau Trader and Investor Summary ? Ini ibu Tani lagi jagoin agri (CPO) ? Embah pengen tahu: - Apakah member OB bisa mengambil kesimpulan dari analisa seperti ini ?. - Jika bisa, apakah kesimpulan tulisan yg didapatkan itu SAMA, BERBEDA atau malah MELENCENG dari yg dimaksudkan si Aimee ?. Coba masing masing bikin Summary tulisan Si Aimee tentang Market BEI lalu kita bandingkan apakah APA YG DIMAKSUDKAN/DIKOMUNIKASIKAN oleh Aimeee mencapai SASARAN ke pembacanya atau malah DIARTIKAN LAIN LAIN oleh pembacanya... Nanti Aimee menilai Summary mana yg cocok dengan yg dia maksud dalam tulisannya ... Ini sebenarnya TOPIC OOT tentang PUBLIC RELATION/Written Communication, sebaiknya sih Aimee langsung aja bikin SUMMARY yg JELAS... hehehe... --- In obrolan-bandar@yahoogroups.com obrolan-bandar%40yahoogroups.com, Ratu Sima RATUSIMA@ wrote: LEMBU SEKILAN, jurus sakti Bandar di balik kenaikan index ke 2800. Namun Lembu belum berkenan membajak dan menyuburkan sawah. Ini karena iklim dan cuaca belum mendukung. Ibu Tani memandang tanah yang masih tandus dan gersang. Dia menyibak sebongkah tanah dan meneliti komposisinya: * GDP US masih kontraksi. * GDP dan ekspor Jepang anjlok. * Kasus Subprime di Eropa Timur dan Barat makin dominan. * Para Bandar Tani menggunakan Option Expiry Limit sbg ajang buy. * Para Bandar Minyak belum mencapai konsensus serangan jurus `oil contango'. * Potensi bobot lapkeu Q1 yang masih merah. Ibu Tani termenung, Belum saatnya ajian LEMBU SEKILAN dikerahkan. Dalam dunia parbandaran pertanian dia memahami ini adalah `short bear rally' yang memanfaatkan momentum pasar yang sudah sangat oversold dan mengejar batas option expiry. Short bear rally ini wajar dan bak setetes embun di pagi hari. Ibu Tani tentu cermat dalam perhitungan. Dengan peta sekarang ini, DJI berpotensi menembus 7780 (FR 50% + 50 MA), kalo mestakung 8100 tidaklah mustahil. Tentu berjangka menengah. Sektor finansial tentu perlu didukung sektor lain. Di petak BEI, tanaman BBRI dan BBCA tidaklah cukup, perlu dibantu yang lain. Harga gas yang masih bearish mungkin mensiratkan bahwa energi masih labil. Trio Macan? ANTM? (Bukankah Para Jedi belum menggeber Jurus Oil Contango) Lantas apa? Astra grup! Iya!. Si anak malang anak tersayang BUMI maju ngariring penganten! Ibu Tani duduk dan berpikir, Pun jika target 8100 tertembus, LEMBU SEKILAN sebenarnya belum dikerahkan. Short bear rally ini dibutuhkan untuk menggerakkan pasar modal. Tentunya disiplin trailing stop sangat mutlak biar aku dapat memetik bunganya. Akankah short bear rally melebihi periode bear rally Nov â Dec? Yang jelas dalam bear rally tersembunyi lower low yang lebih dalam lagi. Hmm⦠iklim memang masih bearish. Pemenangnya bukanlah bear atau bull; tapi yang lihai berselancar mengikuti hempasan ombak, petir dan badaiâ¦.. Laskar Cakrabirawa 30% (Selatan) bertahan : 70% (Utara) dukung bear rally. ARE U READY? Aimee, Ibu Tani C updates Ratu Sima @facebook.com + + + + + + + Mohon saat meREPLY posting, text dari posting lama dihapus kecuali diperlukan agar CONTEXTnya jelas. + + + + + + +Yahoo! Groups Links
[obrolan-bandar] Re: FW: MacQ Research - BUMI Resources
fair value 2350 tapi tp 500 (cuma) gara2 corporate governance. oh, ini sih tergantung mood ab aja. kalau lagi pingin jadi orang terkaya di indo lagi nanti juga price fv. --- In obrolan-bandar@yahoogroups.com, Sanjaya mysanjaya...@... wrote: Red or black? Event ?? We reiterate our Underperform recommendation on Bumi and our target price of Rp500. However, we are cutting our fair value to Rp2,350 from Rp2,450 on the back of our global coal price forecast cuts. Impact ?? Trimming short-term forecast. Our global commodities team has fine tuned its forecast for the 2009/10 annual contract settlement to US$ 70 and US$65 from US$75 and US$70, respectively. The 2009 revision is to reflect the recent Japanese settlement. In 2010 the downside risk is around the expected spot price weakness, combined with the depreciation of the rouble, which has shifted down the top end of the cost curve from US$70â75/t to US$60â65/t. ?? A world-class asset ex-BHP/Rio. This is evidenced by its strong production track record, low transportation distance leading to low production cost, huge and reasonable reserves and resources quality. Hence, we continue to believe that the company is well positioned to increase its production to 60mt in 2009 and 100mt longer term. ?? High pricing risk in 2009. As of currently, the company has only priced in 25â 30% of its 2009 production (as part of the last year legacy contracts). This will likely lead to significant earnings risk given the potential for coal price volatility. ?? Corporate governance concerns. We continue to express our concern over the controlling shareholders not acting in the best interest of the company or minorities, especially given the three recent acquisitions, which we believe were overpriced. We highlight the risks if expensive acquisition sprees continue, which may lead to a deterioration of future FCF. ?? Face-value valuation appears attractive. On face value, excluding the corporate governance concerns, the shares are trading at a 3.3x PER, 2.7x EV/EBITDA and 9% dividend yield on our 2009 forecasts. However, should the corporate governance issues remain an overhang, we highlight the risk that the company could re-rate downward to a 2x multiple. Earnings revision ?? We have downgraded our 2009/10 earnings forecast by 6% and 18%, respectively, to reflect our lower coal price assumptions. Price catalyst ?? 12-month price target: Rp500.00 based on a DCF methodology. ?? Catalyst: Increasing production, coal price recovery and cancellation of related party transactions. Action and recommendation ?? We reiterate our Underperform recommendation on the stock with a Rp500 target price due to corporate governance issues.
[obrolan-bandar] Re: Dow +2.48%
A surprise government report that home construction picked up in February caught traders off guard and injected a week-old stock market rally with new energy Tuesday. Stocks of homebuilders and banks jumped as bullish investors saw yet another sign that the deeply troubled economy was beginning to show signs of stabilizing. http://biz.yahoo.com/ap/090317/wall_street.html?sec=topStoriespos=mainasset=TBDccode=TBD --- In obrolan-bandar@yahoogroups.com, adjies2000 ad2...@... wrote: Komentar amatir yang pasti salah ; - di pasar yang nerves, berita kenaikan construction bisa membawa Dow naik +2.48%=ini cuma euphoria atau suntikan penguat jantung bagi pasien yang menjelang EOreal economy berkata lain---Alcao PS. VSA amatir : volume menurun---tanda2 sebagian SM tidak ikut, theori T. william--harga naik dibarengi volume menurun..hehehe...coba tebak manggis---Ini bukan bullish volume (Volume meningkat dibarengi volume meningkat atau volume menurun dibarengi dengan harga menurun-ibarat pedal mobil, saat kita naik bukit dan turun dari tanjakan) disclaimer : pasti salah, maka jangan tanya Salam == 7,395.70 +178.73 (2.48%) Mar 17 - Close Open: 7,218.00 Mkt Cap: - P/E:- Dividend: - High: 7,396.81 52Wk High: 13,191.49 F P/E: - Yield: - Low:7,172.05 52Wk Low: 6,469.95 Beta: - Shares: - Vol:391.83M EPS:- Inst. Own: -
[obrolan-bandar] Re: ELTY-- layak dikoleksi buat investasi
rata2 saham property masih deep undervalued, nav bahkan bv. cuma elty kebanyakan saham publik ya, 62%. yg pegang publik kira2 siapa ya yg besar? apa ada hedge fund? --- In obrolan-bandar@yahoogroups.com, nyari duit nyariduit...@... wrote: Benar Pak.. Saya rajin koleksi nih..( dari harga 56 sampai 78 ) Ntar aja jual 3-5 tahun lagi.. Hitung-hitung beli apartment.. :D.. Salam, ND 2009/3/17 Tasrul tas...@... Makanya ditekan dulu ya biar bisa dapat banyak hehehehe -- *From:* obrolan-bandar@yahoogroups.com [mailto: obrolan-ban...@yahoogroups.com] *On Behalf Of *nyari duit *Sent:* Tuesday, March 17, 2009 2:42 PM *To:* obrolan-bandar@yahoogroups.com *Subject:* [obrolan-bandar] ELTY-- layak dikoleksi buat investasi ELTY layak dikoleksi untuk investasi.. banyak proyek, apalagi masuk ke infrastruktur juga.. Terlampir ada materi public expose. Mumpung murah.. Salam, ND
[obrolan-bandar] Re: ELTY-- layak dikoleksi buat investasi
dari pt nasional 27%, yg 7% punya bakrie capital. sisanya group bakrie yg lainnya? dari pt asing 40%, yg 30% punya avenue capital. sisanya hedge fund? --- In obrolan-bandar@yahoogroups.com, nyari duit nyariduit...@... wrote: Reksadana punya 12.21 % PT nasional punya 27.71 % PT asing punya 40.07 % Selengkapnya ada di lampiran.. Punya rencana buy back maksimal 20 %.. BV 216 P/E 9 x Pendapatan tahun 2008 diperkirakan lebih dari 1T. Tapi sayang volume kecil ya, masa kalah sama LPKR.. LPKR bandar apa yang ngumpulin ya..? Ndak bisa monitor nih.. di kantor ndak bisa lihat running trade, he he.. Tapi yang jelas 78 dicoba ELTY tuh hari ini.. Salam, ND 2009/3/18 Vic victor_speran...@... rata2 saham property masih deep undervalued, nav bahkan bv. cuma elty kebanyakan saham publik ya, 62%. yg pegang publik kira2 siapa ya yg besar? apa ada hedge fund? --- In obrolan-bandar@yahoogroups.com obrolan-bandar%40yahoogroups.com, nyari duit nyariduit153@ wrote: Benar Pak.. Saya rajin koleksi nih..( dari harga 56 sampai 78 ) Ntar aja jual 3-5 tahun lagi.. Hitung-hitung beli apartment.. :D.. Salam, ND 2009/3/17 Tasrul Tasrul@ Makanya ditekan dulu ya biar bisa dapat banyak hehehehe -- *From:* obrolan-bandar@yahoogroups.comobrolan-bandar%40yahoogroups.com[mailto: obrolan-bandar@yahoogroups.com obrolan-bandar%40yahoogroups.com] *On Behalf Of *nyari duit *Sent:* Tuesday, March 17, 2009 2:42 PM *To:* obrolan-bandar@yahoogroups.comobrolan-bandar%40yahoogroups.com *Subject:* [obrolan-bandar] ELTY-- layak dikoleksi buat investasi ELTY layak dikoleksi untuk investasi.. banyak proyek, apalagi masuk ke infrastruktur juga.. Terlampir ada materi public expose. Mumpung murah.. Salam, ND
Jawaban BUMI Re: [obrolan-bandar] BUMI: Technical Analysis Challenge
gara2 beli 3 coal company dgn harga super premium, bumi turun dari 940 ke 470. masih ada rencana beli lagi 2 coal company, dgn harga mahal juga kayaknya. --- In obrolan-bandar@yahoogroups.com, Dean Earwicker dean.earwic...@... wrote: Supportnya ada di hari rabu di 470. Kemarin dan hari ini, overshoot. Alasannya: ada orang yang mau beli 900miliar dari orang yang panik. 900M itu duit retail? ngga percaya.. paling juga bos Oen.. hehe.. Regards, DE Pada 16 Januari 2009 00:18, jsx_consultant jsx-consult...@...menulis: Anda benar, TA sebagai ilmu seharusnya: - Objective tidak Subjective. - Hasilnya harus sama dijika dianalisa oleh orang yg berbeda pada tempat dan waktu berbeda. Belum lagi komplikasi yg diakibatkan oleh Harga ada variabel yg non linear sehingga model model yg ada adalah sebuah penyederhanaan. Disamping itu prediksi harga bersifat probabilistik sehingga jika besok besok ternyata si A yg menebak SUPPORT BUMI benar, maka tidak otomatis metode yg digunakan si A adalah yg benar. Kalo bingung embah kasih analogi: - Anak kecil menebak besok hujan sedangkan seorang prof meteorologi dengan alat yg canggih memprediksikan besok tidak hujan. - Jika tebakan sianak benar, ini tidak membuktikan bahwa metoda peramalana si anak itu benar, cuman kebetulan saja. - Tapi jika dalam seratus prediksi, si anak bisa memprediksi cuaca dengan 95% benar, maka secara ilmiah bisa dikatakan anak tsb mempunyai metoda peramalan cuaca SECARA ILMIAH. Apa yg dikatakan pak Tasrul bahwa sisi seni merupakah kelemahan TA adalah benar. TA yg sudah baku dan ilmiahpun bisa menjadi kehilangan keilmiahan nya karena penggunanya tidak ahli atau tidak punya sertifikasi. Susahnya TA saat ini merupakah ilmu yg dipakai banyak orang awam sehingga mutunya bisa berkurang karena penggunaan yg ASAL ASALAN. --- In obrolan-bandar@yahoogroups.com, Tasrul Tanar tasrul70@ wrote: Tapi saya kurang sependapat jika TA adalah technical art Mbah, knapa ? justru itu titik lemah dari TA itu sendiri ... From: jsx_consultant jsx-consultant@ To: obrolan-bandar@yahoogroups.com Sent: Thursday, January 15, 2009 11:42:56 PM Subject: Jawaban BUMI Re: [obrolan-bandar] BUMI: Technical Analysis Challenge Jawaban yg sudah masuk: 290 Vincent Chase 315 ihsg88 410 Yudizz 360 Marcello Djunaidy 383 Nova Putra 260 Jko 350 Don Qicot 300 Tasrul Angka support BUMI terendah = 260 Angka support BUMI tertinggi = 410 Rata rata support BUMI = 333 Median = 335 Jumlah data = 8 Menarik juga melihat VARIASI tarikan2 tarikan garis untuk memprediksi support BUMI. TA memang sebuah Technical Art... + + + + + + + Mohon saat meREPLY posting, text dari posting lama dihapus kecuali diperlukan agar CONTEXTnya jelas. + + + + + + +Yahoo! Groups Links
Jawaban BUMI Re: [obrolan-bandar] BUMI: Technical Analysis Challenge
jebakan batman returns hehehe. --- In obrolan-bandar@yahoogroups.com, Rei highwaysta...@... wrote: +9%...bandar gocek lagi nih hehe 2009/1/16 JsxTrader jsxtra...@... Mental di 385 Mbah... come on !!! JT -Original Message- From: obrolan-bandar@yahoogroups.com obrolan-bandar%40yahoogroups.com[mailto: obrolan-bandar@yahoogroups.com obrolan-bandar%40yahoogroups.com] On Behalf Of jsx_consultant Sent: 16 Januari 2009 9:19 To: obrolan-bandar@yahoogroups.com obrolan-bandar%40yahoogroups.com Subject: Jawaban BUMI Re: [obrolan-bandar] BUMI: Technical Analysis Challenge pak Profesor, embah ikutin ngeramaian... Biar salah juga engga apa apa, kan wasit ... heheheh... Jam 9:15 http://www.obrolanbandar.com/pwlbumi.png --- In obrolan-bandar@yahoogroups.com obrolan-bandar%40yahoogroups.com, JsxTrader jsxtrader@ wrote: Yes.., Agree with you Sir !! that's why saya masuk disitu dan nyangkut.kekeke.. JT From: obrolan-bandar@yahoogroups.com obrolan-bandar%40yahoogroups.com[mailto: obrolan- ban...@yahoogroups.com bandar%40yahoogroups.com] On Behalf Of Dean Earwicker Sent: 16 Januari 2009 7:32 To: obrolan-bandar@yahoogroups.com obrolan-bandar%40yahoogroups.com Subject: Re: Jawaban BUMI Re: [obrolan-bandar] BUMI: Technical Analysis Challenge Supportnya ada di hari rabu di 470. Kemarin dan hari ini, overshoot. Alasannya: ada orang yang mau beli 900miliar dari orang yang panik. 900M itu duit retail? ngga percaya.. paling juga bos Oen.. hehe.. Regards, DE Pada 16 Januari 2009 00:18, jsx_consultant jsx-consultant@ menulis: Anda benar, TA sebagai ilmu seharusnya: - Objective tidak Subjective. - Hasilnya harus sama dijika dianalisa oleh orang yg berbeda pada tempat dan waktu berbeda. Belum lagi komplikasi yg diakibatkan oleh Harga ada variabel yg non linear sehingga model model yg ada adalah sebuah penyederhanaan. Disamping itu prediksi harga bersifat probabilistik sehingga jika besok besok ternyata si A yg menebak SUPPORT BUMI benar, maka tidak otomatis metode yg digunakan si A adalah yg benar. Kalo bingung embah kasih analogi: - Anak kecil menebak besok hujan sedangkan seorang prof meteorologi dengan alat yg canggih memprediksikan besok tidak hujan. - Jika tebakan sianak benar, ini tidak membuktikan bahwa metoda peramalana si anak itu benar, cuman kebetulan saja. - Tapi jika dalam seratus prediksi, si anak bisa memprediksi cuaca dengan 95% benar, maka secara ilmiah bisa dikatakan anak tsb mempunyai metoda peramalan cuaca SECARA ILMIAH. Apa yg dikatakan pak Tasrul bahwa sisi seni merupakah kelemahan TA adalah benar. TA yg sudah baku dan ilmiahpun bisa menjadi kehilangan keilmiahan nya karena penggunanya tidak ahli atau tidak punya sertifikasi. Susahnya TA saat ini merupakah ilmu yg dipakai banyak orang awam sehingga mutunya bisa berkurang karena penggunaan yg ASAL ASALAN. --- In obrolan-bandar@yahoogroups.com obrolan-bandar%40yahoogroups.com, Tasrul Tanar tasrul70@ wrote: Tapi saya kurang sependapat jika TA adalah technical art Mbah, knapa ? justru itu titik lemah dari TA itu sendiri ... From: jsx_consultant jsx-consultant@ To: obrolan-bandar@yahoogroups.com obrolan-bandar%40yahoogroups.com Sent: Thursday, January 15, 2009 11:42:56 PM Subject: Jawaban BUMI Re: [obrolan-bandar] BUMI: Technical Analysis Challenge Jawaban yg sudah masuk: 290 Vincent Chase 315 ihsg88 410 Yudizz 360 Marcello Djunaidy 383 Nova Putra 260 Jko 350 Don Qicot 300 Tasrul Angka support BUMI terendah = 260 Angka support BUMI tertinggi = 410 Rata rata support BUMI = 333 Median = 335 Jumlah data = 8 Menarik juga melihat VARIASI tarikan2 tarikan garis untuk memprediksi support BUMI. TA memang sebuah Technical Art... + + + + + + + Mohon saat meREPLY posting, text dari posting lama dihapus kecuali diperlukan agar CONTEXTnya jelas. + + + + + + +Yahoo! Groups Links No virus found in this incoming message. Checked by AVG - http://www.avg.com Version: 8.0.176 / Virus Database: 270.10.7/1894 - Release Date: 1/15/2009 7:10 PM + + + + + + + Mohon saat meREPLY posting, text dari posting lama dihapus kecuali diperlukan agar CONTEXTnya jelas. + + + + + + +Yahoo! Groups Links No virus found in this incoming message. Checked by AVG - http://www.avg.com Version: 8.0.176 / Virus Database: 270.10.7/1894 - Release Date: 1/15/2009 7:10 PM
[obrolan-bandar] Re: BUMI: Technical Analysis Challenge
jadi analisisnya simple: batas ar kiri. --- In obrolan-bandar@yahoogroups.com, jsx_consultant jsx-consult...@... wrote: LOW terendah BUMI = 385 HIGH = 470 Rebound 470-385 = 85 (+22%) ini sudah diatas 10% rebound yg disaratkan. Jadi jawaban yg benar adalah = 385 Siapa yg menjawab 385 sebelum jam 09:30 ?.
[obrolan-bandar] Re: Rumor ; BUMI batalkan 3 akuisisi, Nordstar gandeng Investor dari China
kemarin juga ada yg niup2in rumor sejenis, tapi gak bisa klarifikasi. kalau kantong kiri bisa cuan segajah dari kantong kanan kenapa harus dibatalin? --- In obrolan-bandar@yahoogroups.com, adjies2000 ad2...@... wrote: Ada yang bisa confirmed berita ini, buy...buy
[obrolan-bandar] Re: [saham] detikcom: BUMI Batalkan RUPSLB, Investor Ritel Tetap Galang Kekuatan
itu di us. di sini lain lagi ceritanya, bakrie koq dilawan hehehe. coba berhitung, di 2004 siapa yg berhutang budi sama bakrie, n sekarang ternyata sudah mau pemilu lagi. --- In obrolan-bandar@yahoogroups.com, simon bolenang simon_bolen...@... wrote: Seperti kasus Yahoo, pemilik tidak mau jual saham ke Microsoft, akhirnya investor publik yg siqnifikan bersatu untuk merubah manegement. Kalau investor publik yg lebih banyak bisa kita depak pemilik lama di jajaran management BUMI. --- On Fri, 1/16/09, suherlan sunarto suherlan_suna...@... wrote: From: suherlan sunarto suherlan_suna...@... Subject: Re: [saham] detikcom: BUMI Batalkan RUPSLB, Investor Ritel Tetap Galang Kekuatan To: sa...@yahoogroups.com Date: Friday, January 16, 2009, 5:37 AM Maju terus boss Save The EARTH... . Demi Sejuta umat... Salam --- On Fri, 16/1/09, felixmanurung@ yahoo.com felixmanurung@ yahoo.com wrote: From: felixmanurung@ yahoo.com felixmanurung@ yahoo.com Subject: Re: [saham] detikcom: BUMI Batalkan RUPSLB, Investor Ritel Tetap Galang Kekuatan To: sa...@yahoogroups. com Date: Friday, 16 January, 2009, 5:34 PM Bravo. Maju terus. Tapi nanti kalau sdh masuk di jajaran managemen, jangan tergoda oleh fulus, yg bisa saja ditawarkan besar sekali, utk meluluhkan kejujuran anda. Sekali lagi MAJU TERUS Sent from my BlackBerry® powered by Sinyal Kuat INDOSAT From: Irwan Ariston Napitupulu Date: Fri, 16 Jan 2009 17:22:37 +0700 To: sa...@yahoogroups. com Subject: [saham] detikcom: BUMI Batalkan RUPSLB, Investor Ritel Tetap Galang Kekuatan http://www.detikfin ance.com/ read/2009/ 01/16/170200/ 1069728/6/ bumi-batalkan- rupslb-investor- ritel-tetap- galang-kekuatan Jumat, 16/01/2009 17:02 WIB BUMI Batalkan RUPSLB, Investor Ritel Tetap Galang Kekuatan Irna Gustia - detikFinance (Foto: dok BUMI) Jakarta - PT Bumi Resources Tbk (BUMI) mengumumkan pembatalan rapat umum pemegang saham luar biasa (RUPSLB) yang semula akan dilakukan pada 26 Februari 2009. Meski dibatalkan, Kelompok Investor Publik Saham Bumi (KIPS-BUMI) tetap akan berusaha untuk mendudukkan wakil pemegang saham publik di jajaran direksi atau komisaris BUMI. KIPS-BUMI rencananya akan memanfaatkan skedul yang sudah ada itu dengan hanya menambahkan agenda RUPSLB dengan agenda usulan melakukan perubahan atau penambahan susunan komisari dan direksi BUMI. Investor publik merasa selama ini dirugikan dengan aksi korporasi saham BUMI yang kurang transaparan yang ujungnya menggerus harga sahamnya. Dalam laporannya ke Bursa Efek Indonesia, Senior Vice President Investor Relation - Corporate Secretary BUMI, Dileep Srivastava tidak menjelaskan alasan pembatalan tersebut. RUPSLB ditunda hingga waktu yang akan diinformasikan kemudian, kata Dileep. Perwakilan KIPS-BUMI, Irwan Ariston Napitupulu mengatakan pembatalan RUPSLB BUMI 26 Februari 2009 tidak akan menyurutkan rencana KIPS-BUMI untuk maju terus memperjuangkan adanya wakil pemegang saham publik di jajaran direksi atau komisaris BUMI. Karena tanggal 26 Februari 2009 itu dibatalkan, maka KIPS-BUMI akan maju terus dengan rencana semula dengan berusaha mengumpulkan suara pemegang saham publik sampai mencapai jumlah yang mencukupi dan memenuhi syarat untuk melakukan inisiasi mengusulkan diadakannya RUPSLB dengan agenda perubahan atau penambahan susunan komisaris dan atau direksi, jelas Irwan dalam pejelasannya ke detikFinance, Jumat (16/1/2009). Irwan mengaku tidak tahu persis alasan pembatalan RUPSLB tersebut karena yang paling tahu adalah pihak manajemen. Kita tidak ingin berspekulasi apa yang menjadi alasan di balik pembatalan tersebut walau kalau dilihat dari sisi waktu pengumumannya sangat dekat dengan mulai menguatnya dan terpublikasinya perjuangan dari KIPS-BUMI, katanya. Tindakan yang akan dilakukan oleh KIPS-BUMI adalah memperkuat barisan untuk menyatukan suara agar visi dan tujuan pemegang saham BUMI dari publik bisa disuarakan dan direalisasikan dengan baik. Data terakhir per tanggal 14 Januari 2009, jumlah investor yang ikut dalam KIPS-BUMI mencapai 25 juta lembar saham. Saat ini KIPS-BUMI masih dalam tahap awal dan konsolidasi internal. KIPS-BUMI sudah berencana akan melakukan kerjasama dengan SRO yang ada baik itu Bapepam maupun BEI agar kepentingan investor publik bisa dilindungi. KIPS-BUMI yakin Bapepam dan BEI akan memberikan perhatian dan bantuannya karena semua ini demi kebaikan pasar modal Indonesia dalam jangka panjang serta menumbuhkan kepercayaan investor kepada pasar modal kita, tutur Irwan. Sebenarnya kata Irwan, permasalahannya tidak semata-mata soal BUMI lagi, tapi sudah melebar dan menyentuh sendi-sendi dasar dari aturan pasar modal yang kelak bisa menjadi pijakan dan acuan otoritas bursa agar bisa lebih melindungi kepentingan investor publik. Sehingga kelak tidak ada lagi manajemen dari emiten yang bisa seenaknya
[obrolan-bandar] Masalah PROVOKASI...... Re: OEN ....BUMI Rp 200
ob banyak tipu2, karena itu jangan gampang percaya email yg namanya jadi2an hehehe. only paranoid survives. --- In obrolan-bandar@yahoogroups.com, Rei highwaysta...@... wrote: Wah saya gak ada apa2nya lah Pak Yudizz...di sini banyak yg hebat2 makanya saya cinta OB [?] Memang saya sadar dunia saham itu penuh dgn ups downs, provokasi, tipu muslihat, dll dan satu2nya cara kita utk survive adalah dgn kesabaran dan sadar dgn apa yg terjadi. Dgn tetap tenang kita bisa membuat keputusan dgn tenang juga. Thank you pak atas perhatiannya... 2009/1/17 y_dizz y_d...@... Nambahin juga, Pak Rei. Investor kita yang paling TENANG. Liat aja, waktu crash lalu dia nggak pernah ikutan panik atau maki2 kaya saya. Hehehe... Waktu market rally dia juga nggak ikut jingkrak2 kegirangan kaya yang lain. Salut, masih ada investor kaya gini. Very good emotion control. Regardz, Yudizz --- In obrolan-bandar@yahoogroups.com obrolan-bandar%40yahoogroups.com, alan Feihung dfaj21@ wrote: Barangkali bisa nambah - Pak Odink yang sudah lama gak muncul Bidangnya angkat beban hati dan ketawamologi he.. he --- In obrolan-bandar@yahoogroups.com obrolan-bandar%40yahoogroups.com, jsx_consultant jsx-consultant@ wrote: --- In obrolan-bandar@yahoogroups.comobrolan-bandar%40yahoogroups.com, Tasrul Tanar tasrul70@ wrote: Setuju, jangan sampai ada korban lagi atas provokasi yang tidak betanggung jawab... Pak Tasrul, Embah sebagai moderator milis OB sudah berusaha MENGURANGI masalah provokasi INI. Milis OB pertama kali memang diciptakan untuk diskusi PERBANDARAN, jadi wajar kalo banyak PROVOKASI. Pak Alfatih bilang, milis OB itu menariknya karena LIARnya, tapi saat ini dengan member mencapai 8000 dengan variasi INVESTOR dan TRADER yg BERMACAM MACAM, maka memang sangat RISKAN masalah posting PROVOKASI ini. Tapi TANPA posting provokasi maka milis OB menjadi SAMA dengan milis saham yang lain. Semenjak Anggota baru OB masuk HARUS melalui PENDFATARAN, embah mendapatkan DATA sbb: - Provokasi turun dibawah 60%-70% - Milis OB menjadi lebih NYAMAN dan kwalitasnya posting meningkat. - Rasa kekeluargaan/persaudaran dimilis OB membaik. - Provokator2 tsb pindah kemilis tetangga. - Jumlah anggota milis OB STAGNAN di angka sekitar 8000 padahal sebelumnya meningkat sekitar 200 orang perbulan. Jadi embah TERUS memonitor keadaan ini, jika memang diperlukan policy bisa dirubah atau diperbaiki. Dan untuk menghindarkan AKIBAT BURUK dari PROVOKASI, embah membuat DAFTAR member OB yg bisa dijadikan GUIDANCE bagi member yg lain: ADVISORY TEAM OB Group Macro Economy: - Sirait Phd - Ekonom Beling Fundamental: - Dean Earwicker - Elaine - Armando - Hendra Bujang - Ocoy - Halim - Irwan Ariston - Yudizz - Meizal - Boyz - Desmon - Adjies Technical: - Alfatih - Jsxtrader - Tasrul - Angelo - Hans - Adit - Ihsg88 - Alx trader - Tirta Bandarmology: - Embah - Oentoeng Rumor/News/researh - Rita Pardede - Felix Liem - Tbumi Miscelaneous - Rully - Fify - Edwin - Bullquote Note: - Daftar ini masih harus DIPERBAIKI dengan bantuan input dari member. Jadi pasti ada yg terlewat. Daftar para senior ini merupakan TEMPAT untuk bertanya dan minta BIMBINGAN, tentu engga boleh MEMAKSA..
[obrolan-bandar] Bye-Bye Bakrie?
Bye-Bye Bakrie? Eric Ellis, 12.04.08, 05:00 PM EST Forbes Magazine dated December 22, 2008 Most of his wealth has disappeared, and he'll be gone from the cabinet next year, but in Indonesia, never count out Aburizal Bakrie. His business empire teeters, and his political capital seems to be fading fast. But history, and an Indonesian proverb, suggests that though Aburizal Bakrie is down, it's premature to write him off just yet. Broadly translated, the proverb says that even though an elephant might look skinny, there's still lots of fat under that thick hide. Indonesians have watched the Bakrie family stampede across their national stage for decades, always finding a way to flourish whatever the shade of government: Sukarno's eccentric authoritarianism, the Suharto kleptocracy and the wobbly succession of democrats that followed. But now, with a presidential vote next year and the global financial crunch slimming down this debt-laden elephant by the day, Bakrie says he won't stay on as minister for people's welfare past the election. That's not to save his ailing business, the wily 62-year-old patriarch insists, but to run charities and play with his grandchildren. Indonesians are not so sure about that. As the government considers whether to rescue the Bakries for a second time, it may be that Aburizal Bakrie's greatest skill is to make his family interests national concerns. Have you ever ??? FORBES ASIA asks Bakrie in his only interview since the financial crisis began three months ago, ??? advanced your personal business interests while you have been a cabinet minister? The question is at the heart of the corporate calamity that has engulfed Bakrie. The global banking meltdown, collapsing commodity prices and investors' flight from emerging markets have gathered to bring Bakrie's 66-year-old empire perilously close to collapse. Shares in his family's companies have fallen by 90% as nervous bankers, worried about a rerun of Asia's 1997--98 financial crisis, threaten foreclosure on the billions they've risked on him. Politicians lock horns, testing cabinet loyalties over whether to bail him out. Increasingly the Bakrie question is framed as a governance test for an Indonesia that's trying to overcome its shadowy past and emerge as a self-confident Asian powerhouse. Me? he asks, sinking deep into an easy chair in his ministry's Dutch-colonial-era offices in central Jakarta. I have never done that. Never! Never! I am no longer a businessman. I know what [my family] is doing, but I'm not a businessman at all. I have devoted four years of my life to this job [in the cabinet]. I have never been involved in any business discussion. But then, glancing at a tv in the corner of his office showing cnbc, he clarifies his statement: I go to the company office to pray, yes. And if in the evening my brothers would like to report, yes, we discuss, that's all. With interests from palm oil and coal mining to telecommunications and construction, the Bakrie Group may be the country's biggest private enterprise, but is it too big to fail? Aburizal Bakrie is a born dealmaker who knows how to influence a government his critics say he bought his way into. He's been bailed out before--in 1998 during the financial crisis, when he demanded that as a rare pribumi (an indigenous, Muslim business group), his family deserved saving. A bailout this time would most likely involve a state-owned mining company taking a stake in Bakrie's coal-mining giant, Bumi Resources. But in Indonesia, more than most nations, money means power, and by that measure, Bakrie's influence is waning. Last year FORBES ASIA estimated his family's wealth at $5.4 billion, putting it atop the list of Indonesia's richest. This year the family's fortune has been cut to only $850 million, dropping it to No. 9 on our list. I was the richest man in Indonesia, he says with a wry smile. But not anymore. The shares have collapsed. Critics say he used his wealth to finance President Susilo Bambang Yudhoyono's 2004 presidential campaign and got a cabinet slot as the dividend. It is only envy that mentions that, Bakrie says, adding that it's not true he helped finance Yudhoyono's presidential tilt. (The presidential palace declined to comment.) There is a lot of envy in the world. The press does not believe there are rich people who are not corrupt who want to contribute to the country ??? that we rich people, who don't want corruption, think it's time to contribute to the country, through the cabinet. Bakrie continues. It is not usual that a big businessman would want to be a minister with a very small salary. (His ministerial salary is $1,600 a month.) Come on, pak, FORBES ASIA implores, employing the Indonesian vernacular for sir, or uncle, with the approachable Bakrie. The people say you are a reminder of the old Indonesian ways, how business was done in Suharto's Indonesia. (The late dictator stole $30 billion during his 32-year rule, the World Bank
[obrolan-bandar] Re: Gerakan Mendukung Mr. OenToeNG!!!!!
lha, email addressnya lucu2 koq bisa dipercaya 100%. don't take them for granted. --- In obrolan-bandar@yahoogroups.com, SamrocK syamsu...@... wrote: Sempet kaget juga melihat ketidak dewasaan para member milist OB. Segala informasi disini sudah pasti tidak harus anda telan mentah-mentah dan harus anda saring. Justru dengan adanya MR. OENTOENG seharusnya anda berterima kasih, kerena beliau bisa mengingatkan semua member ketika sedang euforia., ketika over confidence, ketika semua orang bullish minded. Mr.OENTONG dapat mengingatkan kita. Terlepas dari beliau BULSHIT, asal CEPLOS, dan tidak MENGGUNAKAN DATA. ya itu hak beliau.. yang harus anda lakukan adalah mengcroscheck apa yang beliau sampaikan. Kalau anda tidak percaya tinggal tutup mata. Yang terjadi disini justru ketidak dewasaan para member OB dengan melakukan personal Attack kepada MR. OENTONG dan tidak mengambil esensi yang didapat dari beliau. AMBIL POSITIFNYA LAH Hanya karena BELIAU MENJADI BEARISH MESSENGER maka beliau terlihat sangat menyebalkan dimata member OB* KENAPA ANDA JUGA TIDAK MEMBENCI BULLISH MESSENGER YANG SALAH PREDIKSI SEHINGGA MEMBUAT ANDA NYANGKUT??* ada ketidak fair-an disini kalau kita lihat..! Ketika orang menyampaikan informasi yang berbau bullish tetapi INFORMASI ITU TIDAK VALID DAN JUSTRU MENCELAKAKAN ANDA sepertinya perlakuannya tidak seperti yang diterima para bearsih messenger. * BANGUN* anda masuk milist ini tujuan akhirnya hanya satu kan??!??!! make PROFIT! jadi ngapain juga berantem2 menghabiskan energi kalian. mendingan bersatu dan saling membantu bagaimana caranya biar sama2 bisa profit... DENGAN e-MAil ini saya menghimbau kepada temen2 milist disini untuk STOP personal ATTACK!! BUAT ANDA YANG TIDAK SETUJU DENGAN PENDAPAT SAYA..SILAHKAN LANGSUNG ANDA DELETE E-MAIL SAYA!!! best regards, 2009/1/18 G-MAN germantan...@...: Setuju dan akurr sekali bapak2 Dari dulu saya sering sekali ngeblok ngomongan dia, apalagi ketika dia ngomong tahu pemilik DEWA Itu langsung bullshitnya bocor tuh.. langsung ngumpet dan nimbul lagi dng nama provokator saham (dolo pake oen qq) Pertamanya orang aslinya pake nama oentoeng, Cuma dibajak sama orang ini. Nama hampir sama, Cuma si palsu lebih sering nongol, Jadi yang asli menghilang. Postingan orang asli ini sangat berbobot. Sekarang dia cuap2 lagi, untung sekarang makanan mahal, jadi saya sayang muntahinnya kalo lagi baca mail dia. Saya Cuma mau liatin aja, sampe dimana bullshitnya dia. Eh Bapak2 sekalian sekarang juga kasih comment rupanya saya ngga sendirian keselnya. By the way, ada 1 lagi master bullshit yang masih berkeliaran mencari mangsa Sebagai 'hedge fund' super besar, katanya . Yang masih sempet2nya baca OB ini dan kasih info lagi. Amal kali yaa? Ngomongnya seakan2 gentleman gitu looo, sopan dan kemrintil rada2 benco . Kalo Bapak2 yg lain saya percaya, karena saya rasa banyak diantaranya yang berprofesi sbg analis. Jadi sekali dayung 2 pulau lewat. Ada juga yg murni Bandar, Cuma suka ganti penulis, kita tau sendirilah masing2 sapa. Jadi keliatannya secara jelas sebenarnya newbie powernya masih sulit diukur, dan sangat diharapkan bozz untuk membantu Gerakannya, dengan memberikan untung lewat saham favorit kita semua . Sedang para old timer seperti saya dkk antara sdh KO, atau takut KO. Ada yang beberapa masih kuat. Tapi sangat jauh dibandingkan Jaman dulu. Jadi Bandar sekarang keliatannya berusaha memulihkan kepercayaan market sehingga pelan tapi pasti market akan pulih. Old timer sangat waspada, jadi sangat sulit Bandar bergerak, walau dengan modal yang besar. Old timer bisa2 ngga ikut main saham2 Yg aneh2 walau sdh ditarik begitu rupa shg Bandar rugi. Harapan kini pada newbie yg masih 'full loaded'. Saran saya untuk para newbie selalu curious, never let your defense down. Honeymoon can end at anytime, you can bet on it. Perhatikan daftar mbah utk org2 terpercaya. SALAM JOANG TO YOU ALL G-MAN
[obrolan-bandar] Re: BUMI : Untuk Ibu Yang Nyangkut
intinya: masih banyak yg nyangkut di bumi. --- In obrolan-bandar@yahoogroups.com, rofik efendi fiplan1...@... wrote: Sebelumnya saya ikut prihatin atas musibah yang menimpa ibu, meskipun saya yakin tidak hanya ibu yang mengalami, banyak sekali dan mkn lebih parah dari ibu. Tetapi saya tertarik untuk sharing dengan ibu, karena saya jg pernah mengalami kejadian seperti ibu dan dengan latar belakang yang sama karyawan rendahan. Saya mengawali trading 2 tahun yang lalu bu, dengan modal Rp. 20 jt. Modal yang besar menurut saya, karena harus menggadaikan SK saya sebagai modal awal. Saya adalah seorang PNS yang tiap hari bertugas mengajar bu. Mengawali trading saya, 2 minggu saya loss Rp. 7 Jt. Saya sempat shock dan tidak berani cerita ke istri saya, karena pasti akan shock juga. Tapi saya punya semangat. Saya yakin Tuhan tidak akan mengambil harta saya secepat itu kalau saya mendapatkan nya dengan benar. Karena saya tinggal di desa, belajar yang paling memungkinkan ada melalui media internet. Setidaknya ada 4 milis yang saya ikuti, dan milis OB ini yang sering saya baca. Alhamdulillah bu, sampai saat ini saya masih tetap eksis dengan hasil yang lumayan. Setidaknya saya sudah berhasil membangun rumah yang mayoritas dari pasar modal ini. Ibu bisa sharing dengan saya, karena saya setiap hari (pada saat gak ada jam ngajar) saya membina temen2x di desa, trading bersama setiap hari melaui room di ym. Semua pemula bu, dan mereka dari latar belakang yang berbeda-beda. Ada pensiunan sopir gudang garam, ada mantan tukang cangkul di sawah, ada guru dsb. Saya membina mereka mulai dari gerakkan mouse komputer, sampai skr pegangannya laptop semua. Anda jangan sampai berhenti trading bu, karena hanya dengan partisipasi kita saja, bursa kita tidak dijajah oleh asing. Kita harus bisa mewarnai, meskipun blm bisa dominan. Demikian ibu, pengalaman saya dan maaf untuk semua senior OB, kalau postingan saya ini mengganggu. Saya 2 tahun ikutan milis OB, baru sekali ini saja posting panjang lebar, karena saya menyadari masih pemula banget. Tapi terdorong rasa kasihan kepada ibu, saya tertarik untuk menceritakan pengalaman saya. Sekali lagi maaf kalau ada yang merasa terganggu. Sekali lagi, bukan saya ingin menunjukkan apa yang telah saya dapat, tapi semata-mata ingin memberi semangat bagi temen2x yang belum sukses. Partisipasi kita sangat penting bagi kelangsungan BEI. Lewat tulisan ini pula saya ucapkan terima kasih kepada temen2x yang telah membantu belajar trading ke saya (fansCNKO, Bang Apit, Fery Susanto, Frans Antony). Makasih juga untuk milis OB ya.
[obrolan-bandar] Re: Take a break with NACHOS
she said: take a break. --- In obrolan-bandar@yahoogroups.com, Juragan Cumi cumie...@... wrote: NACHOS dibuat dari JAGUNG. Posting ini adalah pernyataan tersirat neng EL mau masak BISI. :-) On 1/17/09, JT jsxtra...@... wrote: Husss, Boyz masih around !!. kekeke JT -Original Message- From: obrolan-bandar@yahoogroups.com [mailto:obrolan-ban...@yahoogroups.com] On Behalf Of anru dadaq Sent: 17 Januari 2009 9:34 To: obrolan-bandar@yahoogroups.com Subject: Re: [obrolan-bandar] Take a break with NACHOS Jatuh cinta ama Pa JT ;) On 1/17/09, y_dizz y_d...@... wrote: Ada apa ya EL tiba2 jadi hobi masak. Persiapan jadi ibu rumah tangga yang baik..?!? --- In obrolan-bandar@yahoogroups.com, Elaine Sui elainesui83@ wrote: *We were watching ever-changing numbers after numbers for five days in a row. Take a break. Nachos anyone? [?] Ingredients: 1 1/2 tbsp. butter 1 tbsp. corn starch 1/2 cup milk 1 oz. cream cheese, cubed 1 cup sharp cheddar cheese, shredded 1/8 cup monterey jack, shredded 1/2 tsp. chili powder 1/4 tsp. paprika Directions: In a small saucepan over low-medium heat, melt butter and stir in corn starch. Pour in the milk, add cream cheese, and continue to stir until mixture is fully incorporated. While stirring mix in cheddar and jack cheeses, chili powder, paprika, and hot pepper sauce. Continue to stir until cheese has melted and all ingredients are well blended. Pour over tortilla chips. * * Enjoy. Elaine* -- Sent from my mobile device + + + + + + + Mohon saat meREPLY posting, text dari posting lama dihapus kecuali diperlukan agar CONTEXTnya jelas. + + + + + + +Yahoo! Groups Links No virus found in this incoming message. Checked by AVG - http://www.avg.com Version: 8.0.176 / Virus Database: 270.10.8/1896 - Release Date: 1/15/2009 7:10 PM + + + + + + + Mohon saat meREPLY posting, text dari posting lama dihapus kecuali diperlukan agar CONTEXTnya jelas. + + + + + + +Yahoo! Groups Links -- Salam, Cumi, Cuma Mimpi
[obrolan-bandar] Apakah Properti akan AR kanan?
kabarnya minggu ini bank2 bumn akan nurunin bunga kredit. --- In obrolan-bandar@yahoogroups.com, Vic victor_speran...@... wrote: lps turun 50bps jadi 9,50%. http://www.detikfinance.com/read/2009/01/12/222144/1067237/5/bunga-penjaminan-lps-turun-ke-95 --- In obrolan-bandar@yahoogroups.com, David Hartanto adhartanto@ wrote: Betul Pak Vic, yang baru turun kan BI Rate, sedang LPS belum. Apalagi yang berlaku sekarang max rate LPS Plus, bagaimana suku bunga kredit bisa turun. Moga2 benar bahwa suku bunga simpanan akan mulai diturunkan oleh bank BUMN, asal jangan sampe malah orang jadi ga mau taruh dananya karena kalah dengan inflasi yang 11%an (LPS 10% ?). --- Pada Sen, 12/1/09, Vic victor_sperandeo@ menulis: Dari: Vic victor_sperandeo@ Topik: Bls: [obrolan-bandar] Re: Apakah ELTY akan AR kanan? Kepada: obrolan-bandar@yahoogroups.com Tanggal: Senin, 12 Januari, 2009, 7:14 AM beberapa bulan terakhir bank2 gak pakai lagi lps. banyak yg kasih special rate depo lps (danamon bisa kasih 14%, sedangkan lps cuma 10%). akibatnya bunga kredit juga ikutan naik. minggu ini kabarnya bank2 bumn akan mulai turunin bunga deposito, bertahap bakal balik lagi ke max lps. --- In obrolan-bandar@ yahoogroups. com, David Hartanto adhartanto@ ... wrote: Barangkali yang menjadi real bench mark untuk kemungkinan turunnya suku bunga kredit adalah rate dari lembaga penjaminan (LPS). Selama pasar dari pada orang berduit (Deposan) masih minta maksimum rate LPS + premi, maka suku bunga kredit akan sulit turun. Kecuali seperti BCA yang mampu untuk menggalang sumber dana dengan jumlah yang significan dan dengan rate yang sangat kecil. --- Pada Sab, 10/1/09, Vic victor_sperandeo@ ... menulis: Dari: Vic victor_sperandeo@ ... Topik: [obrolan-bandar] Re: Apakah ELTY akan AR kanan? Kepada: obrolan-bandar@ yahoogroups. com Tanggal: Sabtu, 10 Januari, 2009, 9:59 PM minggu depan bank2 bumn positif nurunin bunga deposito n simpanan lain. berikutnya bunga kredit bakal diturunin. kalau bunga kredit gak turun maka para banker2 gak ada bedanya sama supir angkot/taksi yg udah diturunin bbm 2x tapi gak mau turun tarif. --- In obrolan-bandar@ yahoogroups. com, Yohan Gunawan yohangun@ . wrote: Lho.. Bukanya penurunan BI rate belom diikuti penurunan bunga di bank (baik kredit/KPR/simpanan ) -Original Message- From: Dadi Resmawan dadiresmawan02@ ... Date: Sat, 10 Jan 2009 00:40:30 To: danielsr11@ ... Cc: obrolan-bandar@ yahoogroups. com Subject: RE: [obrolan-bandar] Apakah ELTY akan AR kanan? Penyebabnya: Trend penurunan BI RATE dan penurunan bunga KPR, semakin mendorong bergairahnya kembali dunia properti. Berita baiknya lagi, BI RATE akan turun 25 bps lagi, BBM dijadwalkan turun lg pekan depan masing-masing Rp500-1000 IHSG sudah rebound dari 1200, 1300, skr 1400-an. Kita, harusnya semakin optimis.. Daniel SR wrote: Dengan adanya Corporate Action ini, apakah ELTY akan AR kanan? http://web.bisnis. http://web.bisnis. com/edisi- cetak/edisi- harian/sup- properti/ 1id96420. html Properti ELTY Incar Pembeli Asal Timur Tengah Submitted by Redaksi on Fri, 01/09/2009 - 06:30. PT Bakrieland Development Tbk mengandalkan jaringan Dubai World Group untuk menarik pembeli asal Timur Tengah, menyusul masuknya eksekutif investor asal Uni Emirat Arab itu di jajaran direksi anak usaha Grup Bakrie tersebut. Dirut Bakrieland Development Hiramsyah S. Thaib mengatakan peluang untuk menggaet pasar dari Timur Tengah cukup besar karena didukung oleh keberadaan Limitless LLC, anak usaha Dubai World sebagai salah satu pemilik perusahaan. Dubai World adalah perusahaan besar di sana. Mereka bisa menjadi pintu bagi kami untuk menarik pasar Timur Tengah yang selama ini hanya digarap Malaysia, ungkapnya kepada Bisnis, kemarin. Menurut dia, semua proyek yang dikembangkan berpotensi untuk dipasarkan ke jaringan yang dikelola mitranya itu. Namun, lanjutnya, yang paling potensial adalah produk hunian
[obrolan-bandar] Re: Ciputra Development (CTRA IJ, Rp240 BUY, TP Rp 500) The Growth Out Of Java Continues
hebat. ayo properti. bunga kredit turun. --- In obrolan-bandar@yahoogroups.com, Hilman Kamaludin hilm...@... wrote: Regards, Hilman Kamaludin Account Executive PT Danareksa Sekuritas Jl. Medan Merdeka Selatan No. 14 Jakarta Pusat 10110 Telp. 021 350 9777, 021 350 9888 ext. 2836 Fax. 021 350 6076 Mobile. 0812 98 32179, 021 95 399 499 e-mail. hilm...@... * DISCLAIMER: The information contained in or attached to this e-mail is confidential and may be legally privileged. It is intended for the named recipient(s) only. If you are not the named recipient, you are hereby notified that any distribution, copying, review, retransmission, dissemination or other use of this electronic transmission or the information contained in it is strictly prohibited. The information expressed herein may contain the private views and opinions of the sender that does not constitute the formal views and opinions of PT. Danareksa (Persero) and its subsidiaries, and should not in any ways be construed as the views, offers, or acceptances of these entities, unless specifically stated. PT. Danareksa (Persero) and its subsidiaries does not take any responsibilities nor accepts any claims of liabilities and/or damages for statements which are clearly the sender's own and not made on behalf of the entities concerned. Ciputra Development The Growth Out Of Java Continues 12M08 Marketing Sales The total marketing sales grew by 29.1% yoy in 2008 to Rp1,429bn. This number is 94.3% of our full year forecast of Rp1,515bn. Specifically, the biggest disappointment came from the apartment sales as they only reached 83.8% of our full year forecast of Rp250bn. In contrast, landed residential sales remained strong and grew a brisk 29.1% yoy on the back of residential developments out of Java (Citra Bukitindah Balikpapan and Citragrand City Palembang) in 2008. Areas Out Of Java will Continue To Drive Growth The company's residential sales in areas out of Java contributed 30% of December 08 sales, an increase from 25% in June 08. This reflects the soft launch of the company's new estate in Palembang (Citragrand City Palembang) for which it managed to record Rp 100bn of sales, or about 2.5 times the company's target of Rp 40bn. This suggests growth opportunities out of Java still exist. In 2009, the company plans to launch two new residential projects out of Java. This focus on out of Java areas is the right one, we believe. Updates on Ciputra World Jakarta MyHome apartment sales in 2008 were lower than expected since the company hasn't recorded any sales in the last couple of months. The management stated that the slower sales is due to unfavorable economic conditions. As such, it is adopting a prudent sales strategy to better manage the construction costs. Currently, the substructure is still being built and the main contractor for the project has yet to be decided. Nonetheless, the company is adamant that the construction will be completed according to schedule and that the units will start to be handed over to the buyers in March 2011. Maintain buy, TP of 500, implied PE 09-10F of 27.8-20.3x Slower growth is expected in 2009 for a number of reasons. First of all, the looming presidential elections may discourage property purchases due to the heightened political uncertainty. Secondly, banks will be cautious in extending property loans on fears that the loans will turn sour due to the downturn in the economy. Nonetheless, there is still room for growth - especially at the company's out of Java developments. In terms of the valuation, the stock is still attractive, trading at a large 76% discount to the NAV/share of Rp 932 (assuming a post new final sales tax of 5%). The PBV 09-10F is 0.4-0.4x, or the second lowest in our property universe. BUY Lydia Suwandi (62-21) 3509888 ext. 3508 lyd...@... CONFIDENTIALITY: The information contained in or attached to this electronic transmission is confidential and may be legally privileged. It is intended for the named recipient(s) only. If you are not the named recipient, you are hereby notified that any distribution, copying, review, retransmission, dissemination or other use of this electronic transmission or the information contained in it is strictly prohibited. The information expressed herein may contain the private views and opinions of the sender that does not constitute the formal views and opinions of PT. Danareksa (Persero) and its subsidiaries, and should not in any ways be construed as the views, offers, or acceptances of these entities, unless specifically stated. PT. Danareksa (Persero) and its
[obrolan-bandar] BNI-Mandiri Pangkas Bunga Kredit
Jakarta - Dua bank pemerintah, PT Bank Negara Indonesia Tbk (BNI) dan PT Bank Mandiri Tbk secara bersamaan memangkas suku bunga kreditnya mulai 20 Januari 2009 sebesar 0,5% hingga 1% per tahun. Direktur Utama BNI Gatot M Suwondo mengatakan penurunan bunga kredit BNI dilakukan selain tindak lanjut dari penurunan BI Rate pada awal tahun ini, juga yang terpenting adalah upaya untuk lebih mempercepat pertumbuhan sektor riil. BNI per 20 Januari akan menurunkan suku bunga kredit 0,5% - 1% per tahun untuk semua segmen. Saat ini suku bunga kredit BNI di kisaran 13% - 17%. Langkah ini dilakukan setelah BNI melakukan review secara menyeluruh dan komperehensif. Tingkat suku bunga ini akan terus dipantau, dimonitor secara cermat dengan mempertimbangkan faktor risiko. Selain itu, BNI juga akan menurunkan suku bunga DPK rata-rata 0,5%, katanya dalam pernyataan tertulis, Senin (19/1/2009). Mandiri Sementara Corporate Secretary Bank Mandiri, Sukoriyanto Saputro menjelaskan penurunan suku bunga kredit Bank Mandiri juga sebagai tindak lanjut dari penurunan BI Rate pada awal Januari ini. Dan untuk lebih mempercepat pertumbuhan sektor riil, Bank Mandiri per 20 Januari akan menurunkan suku bunga kredit sampai dengan 0,5% per tahun, kata Sukoriyanto. Bank Mandiri sudah mengkaji penurunan BI Rate dengan mereview ulang dan menurunkan suku bunga dana pihak ketiga. Sebagai tindak lanjut dari upaya tersebut, Mandiri telah selesai mereview suku bunga kredit secara keseluruhan dan memutuskan untuk menurunkan suku bunga kredit rupiah di semua segmen sampai dengan 50 basis points terhitung sejak 20 Januari. Ke depannya suku bunga kredit akan disesuaikan sejalan dengan perkembangan tingkat suku bunga dana dan risiko kredit, katanya. Kondisi ini jelas berbeda dengan triwulan IV-2008, saat BI Rate bertahan di level 9,25% dan di tengah likuiditas yang sangat ketat. Survei Perbankan untuk periode triwulan IV-2008 yang dirilis BI menyebutkan bahwa selama triwulan IV-2008, suku bunga kredit dan dana memang meningkat. Suku bunga kredit selama triwulan IV-2008 menunjukkan terjadinya kenaikan pada semua jenis kredit. Kenaikan suku bunga kredit rupiah tertinggi terjadi pada kredit investasi dari 13,81% pada triwulan III-2008 menjadi 15,85% pada triwulan IV-2008. Pada suku bunga kredit valas, kenaikan tertinggi pada kredit konsumsi yang naik dari 7,64% menjadi 8,73%.(ir/ir) http://www.detikfinance.com/read/2009/01/19/204627/1071152/5/bni-mandiri-pangkas-bunga-kredit
[obrolan-bandar] Re: Fw: BUMI (TP Rp500) - Macquarie: Can't touch this
ini baru cara nakut2in yg cerdas hehehe. overshootnya ke berapa? 200? --- In obrolan-bandar@yahoogroups.com, Hendra Bujang hendra_buj...@... wrote: --- On Tue, 1/20/09, patricia.sumamp...@... patricia.sumamp...@... wrote: From: patricia.sumamp...@... patricia.sumamp...@... Subject: BUMI (TP Rp500) - Macquarie: Can't touch this To: Date: Tuesday, January 20, 2009, 9:07 AM Subject: f BUMI (TP Rp500) - Macquarie: Can't touch this Bumi Resources INDONESIA Monday 19 January 2009 BUMI IJ Underperform Stock price as of 16 Jan 09 Rp 540.00 12-month target Rp 500.00 Upside/downside % -7.4 Valuation Rp 2,450.00 - DCF (WACC 13.0%) GICS sector energy Market cap Rp bn 10,478 30-day avg turnover Rp m 225,811.0 Market cap US$m 942 Number shares on issue m 19,404 Investment fundamentals Year end 31 Dec 2007A 2008E 2009E 2010E Total revenue m 2,265.5 3,574.4 3,684.8 3,529.6 EBIT m 388.7 1,154.8 1,203.3 683.6 EBIT Growth % 25.7 197.1 4.2 -43.2 Reported profit m 789.0 635.7 444.9 243.5 Adjusted profit m 281.5 635.7 444.9 243.5 EPS rep ¢ 4.1 3.3 2.3 1.3 EPS rep growth % 285.7 -19.4 -30.0 -45.3 EPS adj ¢ 1.5 3.3 2.3 1.3 EPS adj growth % 27.7 125.8 -30.0 -45.3 PE rep x 1.2 1.5 2.1 3.9 PE adj x 3.3 1.5 2.1 3.9 Total DPS ¢ 0.8 1.0 0.7 0.4 Total div yield % 17.4 20.2 14.2 7.8 ROA % 14.6 31.3 26.7 15.1 ROE % 38.0 49.9 28.1 13.4 EV/EBITDA x 3.4 1.3 1.2 2.0 Net debt/equity % -7.1 34.8 14.4 3.7 Price/book x 0.8 0.7 0.5 0.5 BUMI IJ rel Jakarta Composite Index performance, rec history Source: Datastream, Macquarie Research, January 2009 (all figures in USD unless noted) Analysts Adam Worthington +62 21 515 7338 adam.worthing...@... Albert Saputro +62 21 515 7340 albert.sapu...@... Can't touch this Event § We reiterate our Underperform recommendation on Bumi and our target price of Rp500. However, we cut our fair value from Rp3,630 down to Rp2,450 on the back of our global coal price forecast cuts. Impact § Forecast now closer to the cost curve and the end of the downgrade cycle (hopefully). Our global commodities team have significantly cut their thermal coal price forecast for JFY 200911 from US$100105 to US$7075, on the back of a drastic global growth slowdown. § Only 2530% of production priced in 2009, leading to significant earnings risk given potential for coal price volatility. § Recent acquisitions appear expensive The DEWA deal was concluded at an 8x premium to the prevailing market price. Further, FBS was purchased at US$20 EV/Reserves (vs current regional multiples of US$4 EV/Reserves) and the PEB was purchased at US$120m (which is a non-producing mine with low CV coal of 4,8005,200). § and significant questions are raised over transparency. The FBS and PEB deals, in particular, appear to lack transparency as the FBS's office is registered in Bakrie's building, and Bumi's President Director has only recently resigned as a Director of FBS. Further, according to the Indonesian Coal Book, PEB is 90% owned by Bakrie Capital Indonesia. § Risk of future acquisitions to impact free cashflow generation? We highlight the risk of expensive and non-transparent transactions continuing, which could lead to a deterioration of Bumi's future free cashflow (FCF). § DCF valuation does not account for leakages of FCF. Previously, our price target was predominantly based on the NPV of future cashflows from Bumi's world class coal mining assets, KPC and Arutmin. However, we now see the risk of leakages of FCF via acquisitions. We arrive at our target price by applying an 80% discount to an NPV valuation. We acknowledge that this discount is somewhat arbitrary, but this it is appropriate given uncertainty. Earnings revision § We downgrade our earnings by 33% and 65% for 2009/10. Price catalyst § 12-month price target: Rp500.00 based on a DCF methodology. § Catalyst: Change in corporate governance; locking in prices for 2009 production. Action and recommendation § We
[obrolan-bandar] Mobius to Invest More in China, Emerging Markets
By Soraya Permatasari Jan. 17 (Bloomberg) -- Mark Mobius, who oversees about $26 billion in emerging-market stocks at Templeton Asset Management Ltd., said he plans to buy more shares of consumer and commodities companies in emerging markets. Valuations are attractive, Mobius, Templeton's executive chairman, said at a briefing in Kuala Lumpur today. We feel that this year would be a year of recovery of the stock markets in the emerging markets. Mobius said rising income in China, India and other parts of Asia will spur spending on consumer goods, while commodity prices are now too low. The two nations, Brazil, South Africa and Turkey offer best investment opportunities, he said. There is an incredible build-up of foreign reserves in the emerging markets, and the increase in money supply is quite dramatic, the executive chairman said. We've seen a very big increase of money coming into markets. The MSCI Emerging Markets Index dropped 54 percent in 2008, the worst performance since the measure was created in 1987, as global credit markets froze. The index has gained 18 percent since reaching a four-year low on Oct. 27 as governments worldwide unveiled spending plans to bolster economies. The emerging-markets gauge trades at 8.2 times its companies' reported earnings, 36 percent cheaper than its average valuation last year, according to data compiled by Bloomberg. The developed measure trades for 10.8 times profit. The U.S. economy and other economies will rebound in 2010, said Mobius, whose biggest holdings are in Asia. Rate Cuts Central banks from the U.S. to Japan to China cut interest rates last year to revive economies and spur lending after financial companies worldwide reported more than $1 trillion of asset writedowns and credit losses. The International Monetary Fund said Nov. 6 emerging and developing countries will expand 5.1 percent in 2009, surpassing global economic growth of 2.2 percent. The IMF has said growth of 3 percent or less is equivalent to a global recession. Mobius said he's interested in producers of nickel, gold, iron ore, palladium and platinum. Templeton is less likely to invest in palm oil companies because there aren't many companies focusing on the business, making it difficut to get a good pure exposure, he said. It will continue to invest in India even after a terrorist attack and fraud allegations against Satyam Computer Services Ltd., Mobius said. The investment manager has sold all its shares in Satyam and didn't lose money because it got out early, he said. Templeton will no longer invest in Satyam, India's fourth-largest software-services provider, and has bought more shares in the Tata group of companies, Mobius said. Satyam's stock has tumbled 86 percent since founder Ramalinga Raju said Jan. 7 that he fabricated $1 billion in cash and assets.
[obrolan-bandar] Re: IM2 Lelet, OLT Reconnect Terus
yup. im2 sekarang bikin kuciwa. lelet, sering switch ke edge/gprs (yg chargenya lebih mahal). konon yg ngambil paket im2 yg paling murah speednya lebih lambat dibanding paket yg lebih mahal. speed bisa dimainin isp ya? --- In obrolan-bandar@yahoogroups.com, jsxtrader jsxtra...@... wrote: Hahaha.., baru gw mau ngomong apa perlu kita bikin model kaya KIPS- BUMI.. kekeke.. BTW, index mulai nanjak tuh ... JT --- In obrolan-bandar@yahoogroups.com, y_dizz y_dizz@ wrote: Berarti bukan saya saja yang mengalami. Saya di Surabaya, udah 2 minggu ini nggak karu2an. Biasanya cuma kalo malam saja lambat. Sekarang pagi, siang, malam lelet terus. Liat running tau2 aja berhenti, pas udah reconnect eh harga udah ngacir. Saya sudah kirim email ke CSnya sampai sekarang nggak ditanggapi. Akhirnya saya kirim ke surat pembaca, itupun IM2 masih diam aja. Member OB yang lain yang pake IM2 mengalami nggak? Apa kita perlu bikin seperti KIPS-BUMI buat mendemo IM2? Regards, Yudizz --- In obrolan-bandar@yahoogroups.com, jsxtrader jsxtrader@ wrote: sorry Pak, saya lagi dikantor, dan pake koneksi IM2 yg lueeeleeet banget... (dulu the best).., jadi ngga bisa buka MS realtime.., utk support BMRI sekitar 1890'an.., antm smgr saya lupa..., ntar deh saya cek.. BTW, IM2 belakangan ini jelek amat ya, cuma dapet sekitar 300kbps..., speedy juga begitu, yg lain mengalami hal yg sama ngga? apa cuma di daerah saya aja? (kebayoran baru) JT --- In obrolan-bandar@yahoogroups.com, Alexander Halim alex_xander7289@ wrote: klo seblm join milis ini, gw andalin info tmn yg udah join milis ob ini, biasa gw beli shm paling cepat dijual dlm bbrp mggu an,,ga daytrade gt dx,,antm, tlkm, bmri, smgr level supportnya diangka brp yah boss JT?? thx Lebih bergaul dan terhubung dengan lebih baik. Tambah lebih banyak teman ke Yahoo! Messenger sekarang! http://id.messenger.yahoo.com/invite/
[obrolan-bandar] Re: CTRA atau Elty ?
kenapa gak dua2nya? properti masih prospektif. bunga kredit udah turun. awal feb bunga deposito bakal turun lagi, n selanjutnya bunga kredit akan turun lagi. target price: elty: 200 (cc) ctra: 500 (od), 390 (cc) --- In obrolan-bandar@yahoogroups.com, Darmawan dadiresmawa...@... wrote: Menurut para rekan-rekan, property/develop yg bagus, mending ambil CTRA atau ELTY yg lg drop... ? mohon pendapatnya... !!! --- On Tue, 1/20/09, Huan Sheng huan_sh...@... wrote: From: Huan Sheng huan_sh...@... Subject: Re: [obrolan-bandar] Re: Sekuritas Yang AMAN To: obrolan-bandar@yahoogroups.com Date: Tuesday, January 20, 2009, 7:38 PM Sejak saya menggunakan HOTS 2, minimun fee sudah tidak dikenakan lagi, fee hanya saat transaksi saja. - Original Message - From: ND To: obrolan-bandar@ yahoogroups. com Sent: Tuesday, January 20, 2009 6:59 PM Subject: Re: [obrolan-bandar] Re: Sekuritas Yang AMAN Ada minimum fee 20rb per hari kalo ada transaksi saja. Kalo gak ada transaksi sih ya nggak kena charge. Tapi denger2 sekarang udah ga diterapkan lagi Regards, ND Powered by Telkomsel BlackBerry® From: y_dizz Date: Tue, 20 Jan 2009 11:35:43 - To: obrolan-bandar@ yahoogroups. com Subject: [obrolan-bandar] Re: Sekuritas Yang AMAN eTrading bukannya ada minimum fee per hari. Amit2 aja, kalo kita lagi gak mau trading, dicharge fee terus tiap hari. Regards, Yudizz --- In obrolan-bandar@ yahoogroups. com, Agus Harimurti agus.harimurti@ ... wrote: Sekuritas apa ya yang fee nya murah, on line dan aman. Selama ini saya jadi nasabah SP tapi untunglah sebelum puasa sudah pindah semua ke HOTS. Alasannya sederhana karena feenya murah dan online, tapi menghubungi CS-nya susah banget, apa memang kalau yang online sudah tidak ada manusia yang mengurusnya? Sekarang ada perasaan takut setelah muncul kasus Sarijaya, Dinar, DBS, Trimegah (meski ini sepertinya isu)Mau pindah ke Danarexa, Mansex, BNI Sex, semua feenya mahal dan tidak online... Kemaren lihat di koran ada peresmian HOTS2 (di tempat saya awal tahun masalah meski sekarang lancar)...Ada foto Sembiring, Boss dari Daewoo dan orang E-trading... Sepertinya ini iklan gratis dan menunjukkan e-trading didukung BEI...Tapi biasanya pengusaha yang sering foto sama pejabat malah bikin masalah... Saya sudah test HOTS dengan cara menarik uang dalam jumlah lumayan...ternyata. ...settle. ... - - --- Mulai chatting dengan teman di Yahoo! Pingbox baru sekarang!! Membuat tempat chat pribadi di blog Anda sekarang sangatlah mudah
[obrolan-bandar] Pemerintah dan BI Giat Kucurkan KPR
JAKARTA. Industri properti mendapat angin surga. Pemerintah dan Bank Indonesia (BI) sepakat mendorong perbankan agar makin giat mengucurkan Kredit Pemilikan Rumah (KPR). Dan ada Surat Keputusan Bersama (SKB) untuk kebijakan itu. Penandatanganan SKB itu berlangsung Kamis (12/2), kemarin, oleh Gubernur Bank Indonesia Boediono, Menteri Keuangan Sri Mulyani Indrawati dan Menteri Negara Perumahan Rakyat (Menpera) Mohammad Yusuf Asya'ari. Intinya, ketiga pejabat akan membentuk Tim Koordinasi Kebijakan Pengembangan Pembiayaan Perumahan. Yusuf Asya'ari ingin BI melonggarkan formula penghitungan Aktiva Tertimbang Menurut Risiko (ATMR) untuk KPR bersubsidi. Kalau sekarang itu masih 40%, dia meminta turun menjadi 20%. Pertimbangannya, KPR bersubsidi adalah program pemerintah seperti Kredit Usaha Rakyat (KUR) karena itu tingkat risikonya lebih kecil. Kalau BI setuju, bank bisa lebih giat menyalurkan KPR bersubsidi, karena rasio kecukupan modal atawa Capital Adequacy Ratio (CAR) bank tak cepat tergerus. Menteri Keuangan Sri Mulyani yakin, kelonggaran kebijakan BI di sektor perumahan akan membawa dampak positif ke sektor lain. Bisa membuka lapangan kerja lebih banyak, ungkapnya. Deputi Gubernur BI Muliaman D. Hadad mengaku BI tak berkeberatan. Saat ini kredit bermasalah atau non performing loan (NPL) KPR sudah relatif kecil, ungkap Muliaman. Tapi, akan lebih baik jika ada penanganan risiko secara khusus bagi KPR, seperti halnya keberadaan lembaga penjaminan kredit dalam penyaluran KUR. Lagipula, BI melihat persoalan KPR bukan semata pada ATMR saja, melainkan juga pada struktur pendanaan bank. Saat ini, sebagian besar dana yang terkumpul di tabungan, giro, dan deposito bank berjangka pendek. Bank bisa mengalami kesulitan likuiditas kalau harus mendanai KPR yang berjangka waktu antara 5 hingga 15 tahun. Karena itu, Boediono akan lebih fokus mempermudah bank agar mau melakukan sekuritisasi aset, alias menggadaikan aset KPR mereka. Ini bisa menambah kapasitas sumber pembiayaan bagi industri perbankan, tuturnya. Boediono melihat saat ini nilai KPR di bank yang bisa dijadikan sumber dana cukup besar. Hingga Desember 2008 KPR mencapai Rp 122 triliun sedang kredit untuk pengembang mencapai Rp 28 triliun. Persoalan lain yang tak kalah pelik, perbankan kita masih belum efisien sehingga bunga masih mahal. Saat ini nasabah KPR harus membayar bunga antara 13%-19% setahun. Bahkan, Bank BTN, penyalur 95% KPR bersubsidi, juga sempat menaikan bunga bagi nasabah lama dari 14,75% jadi 15% per Januari 2009 di tengah tren menurunnya bunga. Jadi? Semoga kesepakatan itu bukan cuma sekadar angin surga.
[obrolan-bandar] Re: BUMI = 10 x ELTY
tp bumi: 550 (daisy ml) s.d 1000 (lupa siapa) tp elt: 158 (mega cap), 200 (mandiri sec), 230 (samuel sec) jadi potential gain (menurut riset) lebih bagusan elty. lagipula riset saham properti dibikin dgn asumsi bi rate akhir tahun ke 8%. padahal dgn inflasi yg diprediksi 5-6%, bi rate bisa ke 7%, artinya bunga kpr bisa ke 11-12%. --- In obrolan-bandar@yahoogroups.com, ruzli indeksbei3...@... wrote: Lets see who's got the last laugh :) Pada 12 Februari 2009 18:43, Vaulstrad vaulst...@... menulis: --- In obrolan-bandar@yahoogroups.com, simon bolenang simon_bolenang@ wrote: Harga BUMI Rp 730 Harga ELTY Rp 73,- Mana yg lebih menarik ? waduh yang jelasss besok merahhh heauheuaheuaheuaehau :P
[obrolan-bandar] Re: ctra
tp ctra: 390 (cc), 500 (od) --- In obrolan-bandar@yahoogroups.com, swan silo swan_gro...@... wrote: ctra break darvas box Pemanasan global? Apa sih itu? Temukan jawabannya di Yahoo! Answers! http://id.answers.yahoo.com
[obrolan-bandar] Re: BUMI = 10 x ELTY
gak punya risetnya pak, mungkin yg lain punya. --- In obrolan-bandar@yahoogroups.com, fuyi anip...@... wrote: kalau enrg pak? Pada 13 Februari 2009 09:59, Vic victor_speran...@... menulis: tp bumi: 550 (daisy ml) s.d 1000 (lupa siapa) tp elt: 158 (mega cap), 200 (mandiri sec), 230 (samuel sec) jadi potential gain (menurut riset) lebih bagusan elty. lagipula riset saham properti dibikin dgn asumsi bi rate akhir tahun ke 8%. padahal dgn inflasi yg diprediksi 5-6%, bi rate bisa ke 7%, artinya bunga kpr bisa ke 11-12%. --- In obrolan-bandar@yahoogroups.com obrolan-bandar%40yahoogroups.com, ruzli indeksbei3000@ wrote: Lets see who's got the last laugh :) Pada 12 Februari 2009 18:43, Vaulstrad vaulstrad@ menulis: --- In obrolan-bandar@yahoogroups.comobrolan-bandar%40yahoogroups.com, simon bolenang simon_bolenang@ wrote: Harga BUMI Rp 730 Harga ELTY Rp 73,- Mana yg lebih menarik ? waduh yang jelasss besok merahhh heauheuaheuaheuaehau :P
[obrolan-bandar] Re: Pemerintah dan BI Giat Kucurkan KPR
secara umum begitu ya kelihatannya. tapi bankir bumn ditekan govt buat turunin bunga. minggu depan kabarnya bank bumn bakal turunin lagi bunga deposito. --- In obrolan-bandar@yahoogroups.com, Cumi Goreng Tepung cumie...@... wrote: Bank sama Organda sama aja kelakuannya. BI Rate dan bensin naik, besoknya bunga kredit dan tarif angkot langsung naik. BI rate atau bensin turun, enam bulan kemudian bunga kredit atau tarif angkot baru mau ditinjau untuk diturunkan. [?][?][?][?][?][?][?][?][?][?][?][?][?][?] 2009/2/13 Vic victor_speran...@... JAKARTA. Industri properti mendapat angin surga. Pemerintah dan Bank Indonesia (BI) sepakat mendorong perbankan agar makin giat mengucurkan Kredit Pemilikan Rumah (KPR). Dan ada Surat Keputusan Bersama (SKB) untuk kebijakan itu. Penandatanganan SKB itu berlangsung Kamis (12/2), kemarin, oleh Gubernur Bank Indonesia Boediono, Menteri Keuangan Sri Mulyani Indrawati dan Menteri Negara Perumahan Rakyat (Menpera) Mohammad Yusuf Asya'ari. Intinya, ketiga pejabat akan membentuk Tim Koordinasi Kebijakan Pengembangan Pembiayaan Perumahan. Yusuf Asya'ari ingin BI melonggarkan formula penghitungan Aktiva Tertimbang Menurut Risiko (ATMR) untuk KPR bersubsidi. Kalau sekarang itu masih 40%, dia meminta turun menjadi 20%. Pertimbangannya, KPR bersubsidi adalah program pemerintah seperti Kredit Usaha Rakyat (KUR) karena itu tingkat risikonya lebih kecil. Kalau BI setuju, bank bisa lebih giat menyalurkan KPR bersubsidi, karena rasio kecukupan modal atawa Capital Adequacy Ratio (CAR) bank tak cepat tergerus. Menteri Keuangan Sri Mulyani yakin, kelonggaran kebijakan BI di sektor perumahan akan membawa dampak positif ke sektor lain. Bisa membuka lapangan kerja lebih banyak, ungkapnya. Deputi Gubernur BI Muliaman D. Hadad mengaku BI tak berkeberatan. Saat ini kredit bermasalah atau non performing loan (NPL) KPR sudah relatif kecil, ungkap Muliaman. Tapi, akan lebih baik jika ada penanganan risiko secara khusus bagi KPR, seperti halnya keberadaan lembaga penjaminan kredit dalam penyaluran KUR. Lagipula, BI melihat persoalan KPR bukan semata pada ATMR saja, melainkan juga pada struktur pendanaan bank. Saat ini, sebagian besar dana yang terkumpul di tabungan, giro, dan deposito bank berjangka pendek. Bank bisa mengalami kesulitan likuiditas kalau harus mendanai KPR yang berjangka waktu antara 5 hingga 15 tahun. Karena itu, Boediono akan lebih fokus mempermudah bank agar mau melakukan sekuritisasi aset, alias menggadaikan aset KPR mereka. Ini bisa menambah kapasitas sumber pembiayaan bagi industri perbankan, tuturnya. Boediono melihat saat ini nilai KPR di bank yang bisa dijadikan sumber dana cukup besar. Hingga Desember 2008 KPR mencapai Rp 122 triliun sedang kredit untuk pengembang mencapai Rp 28 triliun. Persoalan lain yang tak kalah pelik, perbankan kita masih belum efisien sehingga bunga masih mahal. Saat ini nasabah KPR harus membayar bunga antara 13%-19% setahun. Bahkan, Bank BTN, penyalur 95% KPR bersubsidi, juga sempat menaikan bunga bagi nasabah lama dari 14,75% jadi 15% per Januari 2009 di tengah tren menurunnya bunga. Jadi? Semoga kesepakatan itu bukan cuma sekadar angin surga. + + + + + + + Mohon saat meREPLY posting, text dari posting lama dihapus kecuali diperlukan agar CONTEXTnya jelas. + + + + + + +Yahoo! Groups Links -- Salam, Korban BUMI? Makan cumi saja!
[obrolan-bandar] Anticipate the V
Anticipate the V Ken Fisher, 01.22.09, 06:00 PM EST Forbes Magazine dated February 16, 2009 The stocks that got clobbered most late in a bear market are the most likely to do well in the early stages of the next bull market. This year has gotten off to a bad start, with the SP 500 (as of Jan. 20) down 10.7% to 805. This just makes me more determined in my bullishness. I like stocks for 2009 precisely because they did so badly in 2008. Did we hit absolute bottom Nov. 20? Maybe, but I can't be sure; no one can be sure when a bear market is really over. Those who think they have some formula for precisely calling bottoms are fools. What I am pretty sure of is this: When the market rebounds, a lot of its gains will take place in a very short span (like two months or less), and people who are too cautious will miss most of these gains. Bear markets have been typically followed by bull markets in a V-shaped pattern. The steeper and bigger the decline, the sharper and bigger the subsequent bull move. The few exceptions to this pattern in the past century have involved the emergence of completely different bad forces than the ones that created and contributed to the bear market. For example, stocks rallied 324% from July 1932 to March 1937. After a recession-induced big bear market and partial recovery over the next 21 months, stocks encountered an entirely new kind of trouble in 1939. War in Europe sent the market down even lower than the recessionary low of early 1938. That could happen again, with the economic equivalent of an asteroid coming out of the blue. But, absent such a surprise, we should get the normal V pattern. Its upward swing will swamp any late-stage bear market vicissitudes as they always do. How were my results last year? In line with the market's--which is to say, not good. Starting with 1996, forbes' statistics department has prepared an annual accounting of each stock-picking columnist's picks versus the SP 500. Over those 13 years my column has lagged the SP 500 three times, and 2008 was one of them. The others were 1997 and 2002. During 2008 I recommended 57 stocks. Equal money in each of my picks when first published less a 1% haircut for transaction costs would have lagged equal amounts in the SP 500 by 1.1 percentage points (without a commission haircut). That lag came from the first column (Jan. 28), which had my two worst stocks. AIG collapsed 97% because of losses on credit default swaps at a time when accounting standards demanded quicker recognition of such losses. Brazil's Aracruz Cellulose lost 84% as demand for its pulp shrank in the face of recession. My picks were a hair ahead of the SP until Dec. 29, when Rohm Haas shriveled amid fears (unfounded, it now seems) that Dow Chemical (nyse: DOW - news - people ) might not complete its takeover of this company. Despite this setback, Rohm Haas was my best pick, up 36%. Other double-digit winners for me last year were NTT Docomo, the Japanese phone company; Logitech International (nasdaq: LOGI - news - people ), a maker of cordless pc devices in Switzerland; Repsol, the Spanish oil company; and Travelers, Wal-Mart (nyse: WMT - news - people ) and John Wiley Sons. What stocks from last year's picks are still worth holding? An almost universal stock market fact that few know and you will likely not have read anywhere, ever, is that categories of stocks that fared better than the market in a bear market's first half but lagged badly in its later stages tend to lead the next bull market bounce and for a long time. History holds almost no exceptions to this. This group now includes energy, materials, industrials and consumer discretionary. So for this year I recommend carrying over eight of my 2008 picks. Four are in basic resources: Cameron International (otcbb: CMRN.OB - news - people )(21, CAM), Royal Dutch Shell (nyse: RDSA - news - people ) (47, RDS.A), Dow Chemical (14, DOW) and Arcelor Mittal (23, MT). There are two in industrial products: CNH Global (14, CNH), a Dutch firm that makes earthmoving equipment, and Textron (nyse: TXT - news - people ) (12, TXT), a diversified company that makes everything from golf carts to Cessna jets. Despite the recession, I recommend you stick with two of the consumer stocks from my 2008 roster. Mohawk Industries (nyse: MHK - news - people ) (35, MHK) makes carpets and Daimler (29, DAI) makes Mercedes cars. These two should do well on the right side of the V, which will begin for stocks a good 6 to 12 months before the economy hits bottom. Remember that the stock market is anticipatory. If you wait until the economic recovery is here, you'll miss most of the action on Wall Street.
[obrolan-bandar] Re: OOT Koneksi Im2 lemot lagi
ini ada excuse dari indosat. mereka pake istilah aneh2 seperti lokasi favorit sebagai alasan ketidakbecusan mereka melayani pelanggan. Bapak/Ibu pelanggan IM2 Broadband Internet yang terhormat, Kami mengucapkan terima kasih atas kepercayaan Bapak/Ibu terhadap layanan IM2 Broadband Internet. Dengan antusiasme yang sangat positif, saat ini jumlah pengguna layanan IM2 meningkat secara sangat signifikan. Seiring dengan peningkatan tersebut diatas, telah mengakibatkan lonjakan pada utilitas jaringan kami, dan menyebabkan menurunnya kualitas layanan di beberapa lokasi favorit. Pada lokasi favorit tersebut, Bapak/Ibu akan mengalami kendala dalam melakukan koneksi seperti: 1. Kesulitan koneksi walau kualitas signal yang di terima baik 2. Dapat melakukan koneksi dengan penerimaan signal yang baik, namun tidak dapat melakukan aktivitas internet 3. Penurunan kecepatan koneksi / low throughput Perlu kami sampaikan bahwa prosentase atas kondisi tersebut diatas relatif rendah, kurang lebih berkisar 5% dari seluruh kapasitas yang kami miliki di kawasan Jabodetabek. Untuk kepentingan bersama, kami merekomendasikan Bapak/Ibu untuk tidak menggunakan aplikasi download manager seperti Torent dan Morpheus, serta senantiasa melakukan pengecekan lokasi favorit terkini melalui link www.indosatm2.com/zoneinfo. Selain itu, mohon Bapak/Ibu dapat menghindari pemakaian di lokasi favorit tersebut antara pukul 08:00 s.d 12:00 WIB dan 19:00 s.d 22:00 WIB. Kami menyampaikan permohonan maaf atas ketidaknyamanan yang harus Bapak/Ibu alami. Sebagai informasi bahwa upaya perbaikan melalui penambahan jaringan saat ini tengah kami lakukan, agar layanan dapat dinikmati kembali dengan nyaman di seluruh area tanpa gangguan. Atas perhatian yang diberikan, kami ucapkan terima kasih. Salam hormat, Customer Service Manager Nanan D. Machdi --- In obrolan-bandar@yahoogroups.com, y_dizz y_d...@... wrote: Namanya juga ISAT = Internet bangSAT. Masa IM2 yang bayar tiap bulan kalah kenceng sama wifi di kampus gue yang gratisan. Capee deh... Regards, Yudizz --- In obrolan-bandar@yahoogroups.com, Meiliany Halim phzone@ wrote: Bp JT, Iya pak, gara2 IM2 ngadat, mau beli BUMI ga kekejar, harga sudah langsung terbang :). Sekarang bapak, pakai intenet provider apa? 2009/2/12 jsxtrader jsxtrader@ Iya Bu, ganti aja lah.., balikin IM2nya, rugi2 dikit gak apa, kalau dipaksain pake IM2 malah MENGGANGU aktifitas trading kita, termasuk menggangu EMOSI, akibatnya jelek buat trading..., hehe. JT --- In obrolan-bandar@yahoogroups.com obrolan-bandar %40yahoogroups.com, Meiliany Halim phzone@ wrote: Ada yang sudah pakai Mobi dari Mobile 8/Fren? Mohon input, karena ada rencana mau ganti ke situ. thanks
[obrolan-bandar] Re: ctra
hebat bener ciputra group. ctra chartnya v-shape recovery antisipasi penurunan bunga kredit. --- In obrolan-bandar@yahoogroups.com, Vic victor_speran...@... wrote: tp ctra: 390 (cc), 500 (od) --- In obrolan-bandar@yahoogroups.com, swan silo swan_groups@ wrote: ctra break darvas box Pemanasan global? Apa sih itu? Temukan jawabannya di Yahoo! Answers! http://id.answers.yahoo.com
[obrolan-bandar] Re: TINS (TP Rp770) - CIMB: Riposte of illegal mining
dividen 150 kale, kan eps 280. btw, di kondisi market kayak gini banyak riset yg nakut2in ya. analisnya gak takut dosa/karma ya hehehe. --- In obrolan-bandar@yahoogroups.com, tjetjun asias...@... wrote: mungkin harga sesudah bagi deviden 250 --- In obrolan-bandar@yahoogroups.com, simon bolenang simon_bolenang@ wrote: 16 Feb 2009 Indonesia Timah Company update - Riposte of illegal mining - by Rania Rahmundita (TINS IJ / TINS.JK, UNDERPERFORM - Downgraded, Rp1,100 - Tgt. Rp770, Basic Resources) Timah's FY08 net profit could be well below market and our expectations largely on high costs of inventory. We see double risks to its profitability in FY09-10 from: 1) softer demand (cutting sales volume expectations by 5-12.5% for FY09-10) and tin prices (cut by 9% for FY09-10 as illegal mining in Bangka-Belitung returns and China's net import position further narrows); and 2) high inventory costs (raising cost assumptions by 5% for FY09-10). We cut our FY08-10 EPS estimates by 11-66% and our DCF target price by 40% to Rp770 (WACC 17%, LTG 0%). More downside for the share price remains, in our view. Downgrade to Underperform from Neutral. Full-report including important disclosures: [ PDF ] PS: if you wish to Opt-Out or Change your Mailing Details, please send an email message to sg.resenquiries@ . Otherwise call your respective Salesperson. For any other queries, please contact our Call Centre at 1800 538 9889, +65 6538 9889 (overseas) or email clientservices.sg@ . Disclaimer: No part of this report may be reproduced or distributed in any manner without the written permission of CIMB and its affiliates. CIMB and its affiliates specifically prohibits the redistribution of this report, electronically or otherwise, and accepts no liability whatsoever for the actions of third parties in this respect. This email may contain privileged and/or confidential information. If you are not the named recipient or addressee, you are hereby notified that any use, review, disclosure or copying of the contents herein is strictly prohibited. If you have received this email by mistake, please notify the sender immediately by reply email and discard/destroy all its contents. This email is for informational purposes and should not be construed as a solicitation or offer to buy or sell securities or related financial instruments. Disclaimer: This email may contain privileged and/or confidential information intended only for the use of the addressee. If you are not the addressee, or the person responsible for delivering it to the addressee, you may not use, copy or deliver this to anyone else. If you receive this email by mistake, please immediately notify us. Opinions contained herein may be the personal opinion of the sender and do not necessarily represent the views of the Company. If you are in any doubt as to whether the opinions are officially endorsed by the Company, please contact our Compliance Dept at (+65) 6225 1228 for clarification.
[obrolan-bandar] Re: Mbah kemana ya...
lagi akumulasi. --- In obrolan-bandar@yahoogroups.com, icchanks iccha...@... wrote: Tenang aja, selama warung OB masih buka berarti Mbah masih monitor kok.. Kalau sekarang Mbah masih diam mungkin cuman memang gak ada yang perlu diomongin apalagi kalau sideways gini, dulu Mbah juga biasa menghilang kok kemudian tiba2 muncul dengan komandonya!! Salam Mbah... --- In obrolan-bandar@yahoogroups.com, ARRAY27 ARRAY27@ wrote: Tenang saja. Embah sedang susun strategi. Jangan2 Hot BF yang sudah main itu, tayangan ulang dari bunkernya. Masa ini lebih baik pasang kuda-kuda dulu. www.obrolanbandar.com sd 2009-02-16 sudah diupdate, berarti sinyal masih terkirim. Pada 17 Februari 2009 01:07, fifi young fifiyoung03@ menulis: Teman-Teman, Coba introspeksi diri kita sendiri, adakah kita berbuat salah atau berbuat sesuatu sehingga Mbah merasa unhappy...? Mbah tiba-tiba menghilang cukup lama tanpa pemberitahuan apapun juga, ini sudah menunjukan ada sesuatu yang tidak beres... saya pribadi sih kira-kira sudah bisa nebak... tapi bagaimana dengan anda...? Saya mohon anda sebagai OB-ers bisa memberikan masukan... 2009/2/16 kelvin Chang kelvin.chang70@ mbah lg ke jombang kalee. cari dukun ponari buat sembuhin indeks, hehehehehehe -- *From:* Rinoa BC penjual.sprei@ *To:* obrolan-bandar@yahoogroups.com *Sent:* Monday, February 16, 2009 1:42:27 PM *Subject:* Re: [obrolan-bandar] Mbah kemana ya... Kalo sampai besok embah ngga nongol juga saya mau ikutan menghilang saja, nerusin usaha orang tua jualan sprei dan bed cover. -- Salam ARRAYARRA
[obrolan-bandar] Re: ONE more chance
kalau indek dinaikin pasti banyak yg tp n cuci piring. pusing nih bandar heheheh. ati2 harga metal turun mayan banyak. pagi hajar kanan n siang hajar kiri kale heheh --- In obrolan-bandar@yahoogroups.com, oentoeng_qq [EMAIL PROTECTED] wrote: Dear guys... Supaya LEBIH FAIR mari kita hadapi CHANCE dari Ms. EL dengan CLUE seperti ini. Penurunan INDEKS masih akan TERUS BERLANGSUNG hingga akhir bulan. TAPI...untuk penurunan TERDALAM sudah terjadi yaitu KEMARIN. Sekarang TANTANGAN kita mengikuti SEKTORAL (saham2) yg akan dikerjain ama BOZZ secara BERGILIRAN. Bisa jadi ada sector yg masih akan meneruskan PENURUNAN, tapi sector yg LAIN sudah REBOUND... Silahkan BARGAIN HUNTING dipimpin oleh Embah... Note: Buat Ms. EL...saya tunggu BOM anda (-100 atau lebih) hingga AKHIR BULAN ini. Ini bukan tantangan...'cause everything HAPPENED as PLANNED AGENDA --- In obrolan-bandar@yahoogroups.com, jsx_consultant jsx- consultant@ wrote: Kalo besok pagi DJI ijo and there is HUGE GAP, embah akan mimpin NYERBU BELANJA di BEJ lagi !!! I am not afraid with my EGO, i am only afraid with DJI because US economy is NOT GOOD... IHSG is in a very HEALTHY condition. Capital outflow is still TOLERABLE. And the BIG BOZZ has a lot of equity in stock ... --- In obrolan-bandar@yahoogroups.com, Pedagang Kentang orkaybgt@ wrote: I'll give you ONE more CHANCE to GET OUT, tomorrow. That if I am in a good mood like LCY. Please get up early. You will see a huge GAP. This time a NUKE BOMB is about to come. Prepare yourself. Don't be afraid with the bear. Be afraid with your EGO. EL.
[obrolan-bandar] Re: ONE more chance
jemuran bandar dah pada kering blom heheheheh. udah gatel mo tp neh --- In obrolan-bandar@yahoogroups.com, oentoeng_qq [EMAIL PROTECTED] wrote: Kalau ngomong jangan kenceng2. Ini BELON KELUAR GOYANGANNYA Karena pertandingan belon selesai... --- In obrolan-bandar@yahoogroups.com, siaw_hwe siaw_hwe@ wrote: Nunggu apa lagi? Hati2 Nuke-nya ketaun Uncle Sam. --- In obrolan-bandar@yahoogroups.com, Pedagang Kentang orkaybgt@ wrote: I'll give you ONE more CHANCE to GET OUT, tomorrow. That if I am in a good mood like LCY. Please get up early. You will see a huge GAP. This time a NUKE BOMB is about to come. Prepare yourself. Don't be afraid with the bear. Be afraid with your EGO. EL.
[obrolan-bandar] Re: HIJAU LAGI hari ini
hajar kanan lagi. termasuk zombi2 heheheh --- In obrolan-bandar@yahoogroups.com, Sriwisnu-gmail [EMAIL PROTECTED] wrote: Dow 13,676.23 +109.26 +0.81% Nasdaq 2,799.26 +45.33 +1.65% SP 500 1,519.59 +13.26 +0.88% 10 Yr Bond(%) 4.4050% +0.0120
[obrolan-bandar] Re: Ramalan cuaca BUMI buat besok
berarti hari ini tins n untr lagi distribusi donk --- In obrolan-bandar@yahoogroups.com, jsx_consultant [EMAIL PROTECTED] wrote: BUMI sedang dalam periode DISTRIBUSI. Tapi meskipun ada DISTRIBUSI, harganya NAEK, kenapa: - Pertama karena bandarnya HEBAT. - BUMI dan ENRG adalah satu PAKET, ENRG diangkat sambil BUMI dibagiin. Jadi meskipun ada distribusi, BUMI tetap naek sinkron ama kenaekan ENRG. - Adanya momen kenaikan minyak. - IHSG yg bullish. - Harga BUMI sudah JAUH TINGGI dibanding modal bandar. Jadi bagi bagi duit ama pak Budi juga ENGGA MASALAH, yg penting mereka BISA DISTRIBUSI. TOH yg penting buat mereka adalah NGUMPULIN DANA and masih bisa untung GEDE lagi. Jadi disini trader ama bandar KERJA SAMA, SAMA SAMA UNTUNG. Jadi engga ada istilah NYANGKUT disini. TAPI ketika BUMI udah engga bisa naek lagi karena kehabisan scenario. Maka trader AKAN NYANGKUT BERAT, LALU DIPUKUL. Trader Cutloss, harga BUMI dibikin naek lagi dan DISTRIBUSI lagi, DANA MASUK lagi kekantong. Ini akan diulang2... Embah perkirakan masih BANYAK SCENARIO tambahan untuk bikin orang mau beli BUMI disamping DITURUNIN lalu DINAEKIN lagi. Keuntungan bandar diBUMI sangat GEDE, cukup untuk BAYAR Fund Manager YG PALING MAHAL !!! dan seperti embah bilang mereka RELA bagi bagi duit buat TRADER, toh untung mereka udah gede dan yang penting kan NGUMPULIN DANA. --- In obrolan-bandar@yahoogroups.com, earwicker_dean dean.earwicker@ wrote: Mbah, jadi BUMI sudah boleh dijual nih..? Hehe...
[obrolan-bandar] Re: ANTM = Ayo Naik Teruss... Mang....
harga metal drop lagi --- In obrolan-bandar@yahoogroups.com, Lkmn S [EMAIL PROTECTED] wrote: Bagi yang pegang ANTM jangan takut...kekepin ajah tuh ANTM untuk pensiun nanti...apalagi kebutuhan nikel cina diprediksi akan meningkat dan harga nikel saat ini sudah rebound dari bottom price Salam anto cibubur [EMAIL PROTECTED] wrote: Cuma nebak dan berharap saja sih. Bergabunglah dengan orang-orang yang berwawasan, di di bidang Anda! Kunjungi Yahoo! Answers saat ini juga di http://id.answers.yahoo.com/ + + + + + + + Mohon saat meREPLY posting, text dari posting lama dihapus kecuali memang diperlukan. + + + + + + + Yahoo! Groups Links __ Do You Yahoo!? Tired of spam? Yahoo! Mail has the best spam protection around http://mail.yahoo.com
[obrolan-bandar] Re: DJI Future and ML loss
kemarin dow ijo ternyata bej merah. semalam dow merah harusnya bej ijo donk heheheh --- In obrolan-bandar@yahoogroups.com, jsx_consultant [EMAIL PROTECTED] wrote: Dari pagi index Asia yg lagi bagus bagusnya harus jatuh karena diperkirakan Kerugian ML akan lebih besar dari expektasi analis. DJ future juga minus dalam tadi siang karena takut MENGKALE... Tapi sesudah pengumuman Lossnya ternyata DJI future malah NAEK... Jadi mudah mudahan DJI plus lagi malem ini... HOPEFULLY... Saat ini baru opening DJI -43 ...
[obrolan-bandar] Re: IHSG: The RED and the GREEN area
regional ijo, hajar kanan bleh !!! --- In obrolan-bandar@yahoogroups.com, oentoeng_qq [EMAIL PROTECTED] wrote: --- In obrolan-bandar@yahoogroups.com, Embah jsx-consultant@ wrote: IHSG: The RED and the GREEN area Saat ini berita kenaikan harga minyak dunia menjadi HEADLINE, pagi ini masuk sebagai HEADLINE Kompas. Tapi index TETAP bisa naik lagi. Keadaan ini membuat investor bingung Terus terang Mbah kemarin ini saya berpikir kenapa Mr. LCY ama Ms. EL terlalu Edy Tansil...ini lebih karena mereka bicara suatu VARIABEL. Yaitu sesuatu yg bisa berubah setiap saat... Artinya koreksi yg mereka harapkan kemarin BUKANLAH dampak krisis S.prime maupun kebijakan suku bunga FED tapi lebih menekankan pd PERGERAKAN harga OIL. Walaupun secara short term memang benar, yaitu setelah adanya warning muncul KOREKSI...tapi secara medium...buktinya ASII, TINS dsb masih bisa membuat NEW HIGH... Menurut saya, mereka melakukan ANTISIPASI harga oil menyentuh level 100 bahkan LEBIH. Disitulah muncul prediksi akan terjadi KEPANIKAN di DUNIA...karena dimana2 akan berteriak...RESESI 100x Seperti Embah bilang saat ini sudah jadi HEADLINE di mass media. Ini akan semakin MENGGELORA saat itu terjadi. Akankah kejadian itu BENER2 akan terjadi minggu ini? Kalau ngikuti TEMA FILM di tv swasta adalah HELLOWEN week... Dimana banyak setan kluyuran saat perayaan hari HOROR tsb... Kalau di bursa, dimungkinkan banyak trader/investor akan KESETANAN JUALAN!? Kalau KOREKSI tersebut dikaitkan dengan pergerakan harga oil, jawaban dari saya kapan datangnya BOM ATOM/KOREKSI BESAR...ONLY GOD KNOWS... Yg jelas Mbah... Skenarionya kalau BOM itu jatuh? Akan jatuh BERDENTUMAN. Buat yg masih di medan perang, laripun kalau SELAMAT pasti dengan tubuh yg BERDARAH-DARAH Always HOPE the BEST and PREPARE the WORST
