Mbah, ini sekedar sharing opini saja.
Dari sisi ekonomi, DECOUPLING sbnrnya tidak pernah dan tidak akan
pernah (plg tidak utk foreseeable future) terjadi. Hubungan ekonomi
antara negara2 consumer (US + Western Europe) dan negara2 produsen
(China + emerging markets) sangatlah erat.
Keduanya tdk d
>
> Regards,
> Yudizz
>
>
>
> --- In obrolan-bandar@yahoogroups.com, "pemainedan"
> wrote:
> >
> > Tahun Kerbau => yg ciong berat: shio kerbau & kambing.
> >
> > Obama => shio kerbau. hehehe... enough said
> >
> > >
>
Tahun Kerbau => yg ciong berat: shio kerbau & kambing.
Obama => shio kerbau. hehehe... enough said
>
> tjoa_to_hing wrote:
31 january 2009, start dari ramalan2 di bawah ini.
> mbah para ASENG dan BD mungkin menunggu tanggal tersebut, maka
aseng2 cuma wait&see.
>
> n
pak JT, kelihatannya feeling kita bener. DJ rebound. hehehe... let's
hope bisa rally 1x lagi sblm big bear. happy profit (well, di saham
lain selain BUMI), i'm sure you have others.
clearly not a comment from a LT investor. no, i don't know you more
than yourself.
but most likely, i know you more than you would like to tell the
others. ;)
--- In obrolan-bandar@yahoogroups.com, Elaine Sui wrote:
>
> *How
> could
> you..
>
> [?] [?]
>
> *
>
> On Wed, Jan 14, 2009 at 3:20
"Ancaman" OPEC sdh tidak berarti. OPEC sdh impoten, byk conflict of
interest antar negara anggota. Contoh: Saudi bisa survive dg harga oil
30, Iran perlu oil 90 utk memenuhi anggaran.
Antar negara anggota sgt mungkin terjadi pelanggaran komitmen. Di atas
semua itu, demand oil sudah anjlok. Lagipul
Pak JT, beberapa indicator favorit yg saya pakai memang menunjukkan
unfavorable signs. Tp juga too risky utk shorting (saya main jg di NYSE).
Saya ada feeling (tdk berdasar apa2 sih -- unfounded), DJ mgkn bisa
rebound 1x lagi sblm the big bear. Tp krn indicators mengatakan
otherwise, saya sdh no-
ews, you'll see sad news on China economy keep flowing.
You can infer from those how IHSG will do. Perhaps I'm even more
bearish than Oentoeng.
--- In obrolan-bandar@yahoogroups.com, "pemainedan"
wrote:
>
> Apparently, I mistakenly used my relative's account. He w
Apparently, I mistakenly used my relative's account. He wasnt logged
off. Sorry, intelegenic.
Fifi, EL's statement is not obvious, but rather implied: "One of my pick
> > even gives
> > > me like 50% gain. Right now I'll just wait and see Oentoeng in
action."
means she's right now out of the mar
Pak DE, artikel tsb dari tahun 2006. Coba cek lagi tanggalnya.
Tapi ini pertanyaannya: jika th 2006 KPC-Arutmin sdh dijual, koq
sampai sekarang BUMI msh punya KPC-Arutmin? Apa deal tdk jadi?
--- In obrolan-bandar@yahoogroups.com, Dean Earwicker
wrote:
>
> BUMI tanpa KPC dan ARUTMIN berapa hargan
. I like it. [?]
>
> Elaine*
>
> On Tue, Jan 13, 2009 at 12:32 PM, pemainedan wrote:
>
> > haha... nice one, vince. should i add one more? what about DOW going
> > under 6000 this year. will be such a window UNDRESSING to her
> > portfolio. unless, of course, she has been
haha... nice one, vince. should i add one more? what about DOW going
under 6000 this year. will be such a window UNDRESSING to her
portfolio. unless, of course, she has been lying all this time along
(of being long & investing long term in commodities & others) ROFLMFAO
--- In obrolan-bandar@yahoo
Here:
http://www.kitconet.com/charts/metals/base/t24_nk450x275.gif
or
http://www.kitcometals.com/
Almost all info you want on nickel. I hope it helps (I seriously doubt
it, though).
--- In obrolan-bandar@yahoogroups.com, "y_dizz" wrote:
>
> Liat intraday chartnya Nickel dimana ya? Dulu udah pe
Mbah, ini pasti topik favorit embah nih... porn industry US minta
bailout 5B USD. hahahaha...
http://politicalticker.blogs.cnn.com/2009/01/07/porn-industry-seeks-federal-bailout/#more-34724
http://www.iht.com/articles/2008/11/19/business/19ports.php
mau mobil gratis?? hehehe..
papa, mama, brothers, sisters, friends and grand-
daddies, etc. perhaps that's why he may come a bit late.
--- In obrolan-bandar@yahoogroups.com, Rei wrote:
>
> You are the grinch :-) Merry Xmas!
>
> On Tue, Dec 23, 2008 at 2:37 PM, pemainedan wrote:
>
> > good l
haha... the market precedes the news. right, pak JT??! (mirip spt
embah yg dulu posting ada kelucuan di Bloomberg)
--- In obrolan-bandar@yahoogroups.com, "JsxTrader"
wrote:
>
> Halahâ¦, bisa aje tuh yg bikin berita.., baru juga kemarin
beritanya busuk-busuk semuaâ¦, heheâ¦, Pak Halim advise
good luck, may you have a very merry christmas. just beware of the
grinch.
--- In obrolan-bandar@yahoogroups.com, "conx_2003"
wrote:
>
> delay doank beberapa jem
>
> coba liat
> saham2
>
> ANTM TINS PGAS INCO ISAT
>
> low to closenya
>
> high to closenya
>
> pake jurus mbah ga usa pusi
hehe... sounds more like a big ROUT to me.
--- In obrolan-bandar@yahoogroups.com, dunia ini indah
wrote:
>
>
>
> Charts Predict: New President, Big Rally
>
> By: CNBC.com | 22 Dec 2008 | 05:21 AM ET
>
> The Dow Jones Industrial Average and S&P 500 will rebound in the
first quarter of next
Mbah, 3 menit terakhir yg ditarik naik cuma TLKM, ASII, BUMI. yg lain
msh di dlm KUBANGAN. alternatif2 skenarionya gmn aja nih?
--- In obrolan-bandar@yahoogroups.com, "jsx_consultant" wrote:
>
> --- In obrolan-bandar@yahoogroups.com, "jsx_consultant" consultant@> wrote:
> >
> > Sudah 4 hari IHS
http://www.marketwatch.com/news/story/story.aspx?guid=%7BED35EC99-9273-
4A10-B437-A177F4EC4D4D%7D&siteid=rss
BINGO!
kl mau invest, tunggu deh 1-2 th lagi. performa emiten akan bertambah
buruk th depan. global credit bubble rupanya berimbas pd earnings
bubble emiten2 jg.
jadi kalo mau main skr, strictly trading sajalah. seperti pak Hmin &
JT.
--- In obrolan-bandar@yahoogroups.com, "Halim Mintareja"
di CNBC, OIL 42. cek di bloomberg & nymex.com, OIL 36.
apa ini TANDA ALAM, Mbah??!
Saham2 commodity DJI naik tajam td malam, terutama sektor AGRI
(mostly fertilizer sector). Demikian jg saham2 sektor OIL-GAS.
Ada yg aneh dr pergerakan harga OIL. USD melemah byk, biasanya OIL
lgs naik tajam. Tdk demikian bbrp hari terakhir. Kalo nebak2, harga
OIL ditahan s/d OPEC decision, kl
ime (like yesterday) but
it's still a
> > rally.
> >
> > Elaine**
> > *
> > 2008/12/15 Marcello Djunaidy
> >
> >> Dear Elaine,
> >> masih ada koreksi gede gak di awal sampai mid tahun 2009?
> >>
> >> Itu aja untuk
Dear Elaine,
>
>
> masih ada koreksi gede gak di awal sampai mid tahun 2009?
>
>
> Itu aja untuk memastikan.
>
>
>
>
> Thanks
>
>
> MD
>
>
> 2008/12/15 Elaine Sui
>
>
> Depends on when and how long y
ian jumat lalu..,
jika
> melihat kenaikan index > 5% tapi hanya sedikit saham yg naik 10%,
artinya
> kenaikan cukup merata, this is good.
>
> JsxTrader
>
> -Original Message-
> From: obrolan-bandar@yahoogroups.com [mailto:obrolan-
ban...@yahoogroups.com]
&
Bukannya utk setiap pembeli ada penjual, pak JT? hehe...
Hari ini, index naik 5-6%, tapi cari2 stock yg naik 10% agak susah,
kecuali dr sector banking. Apa interpretasi pak JT utk kondisi ini?
--- In obrolan-bandar@yahoogroups.com, "JsxTrader"
wrote:
>
> Pembeli berkurang apa penjual yg berkur
#x27;t have any problems with this market rally, I'm actually
enjoying it. Like I told you, right now we're in the same boat (if
you really BUY). It's the LONG TERM outlooks of the global economy,
that we disagree on.
>
> Elaine**
> *
> On Mon, Dec 15, 2008 at 11:39 A
.
Oh... if you want to look what the New Deal result was when it was
applied, look at DOW chart at 1930-1933.
--- In obrolan-bandar@yahoogroups.com, "Elaine Sui"
wrote:
>
> *China.
>
> Elaine**
> *
> On Mon, Dec 15, 2008 at 11:21 AM, pemainedan wrote:
>
> >
At difficult times, people look at their governments for help... they
really should have thought again.
The article is from 2002. It nonetheless still proves very relevant
today. Japan workers are the most efficient in the world? Think
again... answer is YES for 10% of the capitalist part (whi
f you
trade, then there's no talking. you can profit if you're good.
--- In obrolan-bandar@yahoogroups.com, Elaine Sui
wrote:
>
> *Depends on when and how long you plan to hold. You wanna stay out
forever?
> go ahead.[?][?] BUY!
>
> Elaine**
> *
> On Mon, Dec 15,
i can assure you one thing: warren buffett buy-hold strategy is dead
(for now). so kl bkn utk trading, lbh baik stay out of the market.
--- In obrolan-bandar@yahoogroups.com, calvin lie
wrote:
>
> dear mbah,
> kalo masuk hari ini telat gak yah ? buat di hold
>
> thanks
>
> --- On Sun, 12/14
masih disco Mbah, loncat kesana kemari. yang penting jangan -200 aja.
kelihatannya IHSG jeblok td itu mgkn mem-price in DJ turun -200/300.
OIL roller coaster bolak balik 44 47 44 47.
saham2 komoditinya krg outperform thd general market. mdh2an cm krn
konsolidasi saja.
--- In obrolan-bandar@ya
Depends what you define as smooth, EL. If you agree with socialism
for the rich, you should regard a bailout pass as "smooth".
But if you agree with capitalism (like me), bailout rejection
is "smooth". Anyways... we're in the same boat for now (long the
market).
Sometime next yr, I will go aga
--- In obrolan-bandar@yahoogroups.com, yosua sutardjana
wrote:
>
> hayoo ngaku siapa yang detik-detik terakhir angkat IHSG sehingga
menyentuh 1261??
SAAYAA!
apa ini trik...atau real have a nice weekend semua...kita tunggu
kabar apa nanti malam dari bule2,kali aja mereka udah sakit pe
Tidak disetujuinya bailout akan mempercepat pulihnya ekonomi AS.
Bailout itu mengambil resources dr org2 yg competent (taxpayers) utk
diberikan ke org2 incompetent (produsen mobil, yg mobilnya boros,
jelek, & tidak laku, mgmt-nya inefisien, gaji pegawai ketinggian).
Saya berani bertaruh jika ba
Kl saya tdk salah, pak JT recommend ASII krn baru breakout pattern
ascending triangle di 10400. Dg symmetric triangle, TP di 13000.
Dg asumsi tsb, resist ya di 10400. selanjutnya 8900. agak jauh, mmg.
itu kl dr perspektif TA pattern
--- In obrolan-bandar@yahoogroups.com, Dvc Mm <[EMAIL PROTECT
Vol jauh lebih besar hari ini. Pattern descending triangle, breakout
di 173-175. Test low sblmnya dg declining vol. In short... bullish
signals abound.
Tp saham gorengan. Just not my thing.
--- In obrolan-bandar@yahoogroups.com, "JsxTrader" <[EMAIL PROTECTED]>
wrote:
>
> Can anyone advise volu
Hmm... fascinating. Buffett's BRK lost the most in history during the
last 3 months.
http://www.nytimes.com/2008/12/05/business/05norris.html?_r=1
Now I would like your comment on that. I naturally think it's a
pathetic plead from a pathetic prick. He should fire himself for risk
evaluation inc
pernyataan saya tsb mmg agak controversial, saya pun tdk berharap
semua org akan setuju. sorry kl agak offending thd bbrp pembaca. tp
jika anda tertarik utk analisa lbh dalam, ada baiknya anda coba
telaah kapan WB melakukan investasi2nya, dan kapan dia akumulasi sbgn
besar dr kekayaannya.
menu
Scr fundamental, OIL segini saja sudah membuat kegiatan E & P banyak
yg mandeg atau bahkan bubar. Di masa depan, ketika economy mulai
recover akan ada supply-side shock yg akan membuat OIL naik ke
awang2. Pertanyaannya... kapan economy akan recover? IMO, tdk dlm 1-2
th mendatang.
Warren Buffet
exactly TIRT858, it's the dog that is wagging the tail. US is
definitely the dog for sometime to come. to believe in decoupling is
like believing the tail wagging the dog. china's GDP is only 4th in
the world, c'mon.
china containing their own problem?? think again...
http://www.telegraph.co.u
Many analysts, even the most bearish ones, predict that DJ should
rebound strongly after being extremely oversold the past 2 months,
for at least 2-3 months, going to 10k or more before falling again.
It indeed should.
However, we should also be prepared to the scenario that DJ doesnt
rebound.
months? llloolll.. ^_^ kinda too much to ask but who
knows?
>
> Elaine
>
>
> On Mon, Dec 1, 2008 at 11:55 AM, pemainedan <[EMAIL PROTECTED]> wrote:
> For DJ I accept you challenge, EL.
DJ will go < 6k in next 12 months.
>
wrote:
>
> *You mean 12k in 6 months? llloolll.. ^_^ kinda too much to ask
but who
> knows?
>
> Elaine**
> *
> On Mon, Dec 1, 2008 at 11:55 AM, pemainedan <[EMAIL PROTECTED]> wrote:
>
> > For DJ I accept you challenge, EL. DJ will go < 6k in next 12
m
For DJ I accept you challenge, EL. DJ will go < 6k in next 12 months.
--- In obrolan-bandar@yahoogroups.com, "Elaine Sui" <[EMAIL PROTECTED]>
wrote:
>
> *Blah. BUY more! The statement below was valid only if been stated
a year
> ago. Next year, when DJI breaks above 11k, you won't be so sure
an
Dulu BUMI adalah sebuah perusahaan property biasa, ya mgkn mirip
ELTY, DILD, & semacamnya. Lalu menjelma jd raksasa coal. Ada yg
punya story, kisah perjalanannya bagaimana? (saya tdk punya)
Yg punya tolong di-sharing-kan. Mgkn bisa membantu BUMI lovers di
sini.
Dilihat gampangnya, proses BUMI
OK, the articles below are a little obsolete. However, it does not
undermine the fact that China is also in big trouble.
Note the similarity of China's problems to US's. Add to that the fact
that credit bubble in China also includes production bubble, not only
consumption bubble (as in US)
ht
terjadi credit contraction yg parah?
(makin besar credit bubble, makin parah contractionnya)
--- In obrolan-bandar@yahoogroups.com, "jsx_consultant" wrote:
>
> --- In obrolan-bandar@yahoogroups.com, "pemainedan"
> wrote:
> >
> >.
> >
> > In
Mnrt hemat saya, potong bunga oleh FED tdk akan pengaruh apa2. Hanya
formalitas saja. Sbnrnya mirip seperti mengatakan ke company A "you
boleh pinjam dr si B dg bunga 0.5%, kalau B mmg mau pinjemin you".
Tentu saja dg kondisi skr, itu sama sekali tdk berguna.
FED, ECB, BoJ, BoE, dkk. boleh poto
jgn lupa 50 bknlah bottom. lihatlah POLY, dulu reject everyday di 50.
lalu reverse split 20 for 1, jadi 1000. lalu skr balik ke 50 lg, yg
artinya dia sudah jadi 2.5 rupiah.
lalu ada jg mekanisme pasar nego. jd 50 bknlah bottom.
--- In obrolan-bandar@yahoogroups.com, "Gambler.BEJ" <[EMAIL PROTEC
yen dan USD, tentunya (with yen the stronger one). deflasi -> demand
for money naik. what is the world's money? sampai skr msh USD.
--- In obrolan-bandar@yahoogroups.com, "Kidod25" <[EMAIL PROTECTED]> wrote:
>
> pake yen kali ya ...
>
> --- In obrolan-bandar@yahoogroups.com, vividtrader
> wro
--- In obrolan-bandar@yahoogroups.com, "Kidod25" <[EMAIL PROTECTED]> wrote:
>
> Ada yg tahu valuasi bumi tanpa kpc dan arutmin? Bisa2 dilego buat
bantuin bnbr.
>
50. hehehe...
adalah pertarungan psikologi antara yg mau beli
> dengan orang yg mau jual , aling gertak lah gitu, sayang yg mau
jual
> memang lagi nggak punya duit buat ngeborong sahma sendiri.
> Gitu aja kok repot. udah kita nonton aja ya film BUMI nya ya.
>
>
>
> --- In obrolan-ba
Mbah, buat saya "the 1 billion dollar question"-nya masih sama:
"Is BUMI's story still about COAL BUSINESS?"
Ingat transaksi Herald awal s/d pertengahan tahun ini? Essentially,
transaksi tersebut MENGGEMBOSI asset BUMI scr besar2an. Buy di harga
2.85 AUD, skr hanya tinggal 1.1 AUD... PLUS depres
--- In obrolan-bandar@yahoogroups.com, "jsx_consultant" wrote:
>
> --- In obrolan-bandar@yahoogroups.com, "pemainedan"
> wrote:
> >
> > Rencana2 CA utk tipu2 (berdasarkan kronologi):
> > 1. Northstar mau beli 35% di harga sekitar 2000-an.
&g
Rencana2 CA utk tipu2 (berdasarkan kronologi):
1. Northstar mau beli 35% di harga sekitar 2000-an.
2. San Miguel mau beli 51% saham BUMI, dg opsi buyback
3. BUMI mau BB saham 17% via open market
4. BNBR mau beli saham BUMI utk memenuhi kewajiban
5.
6.
7.
Heran, masih byk yg mau diti
kompor mau tumpah, AbuBa mabok kebanyakan minum San Miguel.
--- In obrolan-bandar@yahoogroups.com, "::doddie::" <[EMAIL PROTECTED]>
wrote:
>
> embah komporin lagih donggg..
> udah mulai lemes nih si bxxx nya...
> kekekekek.
>
> 2008/11/14 agung aja <[EMAIL PROTECTED]>
>
> > say
lihat di sini:
http://biz.yahoo.com/c/e.html
hope it helps.
--- In obrolan-bandar@yahoogroups.com, Bayu Kusuma
<[EMAIL PROTECTED]> wrote:
>
> Mbah ntar malam ada data ekonomi AS yg di rilis ga ya mbah...
>
Pak JT, dg kondisi market artificially regulated seperti skr,
bukankah validitas TA jd lbh undermined dr sblmnya?
Contoh: pd keadaan biasa, saham A turun 15% dg volume membesar. TA
normal akan menganggap sentimen thd saham A negatif. Jadi, SELL
signal. Sdgkan kl turun dg volume mengecil, itu sa
Bulan depan SANTA CLAUS liburan. Yg dtg cuma SUARTEPIT-nya, yg bawa
LIGHT SABER, utk bantai BULLS.
--- In obrolan-bandar@yahoogroups.com, eclaireur <[EMAIL PROTECTED]>
wrote:
>
> Beer WARIA emang uedaan.
> Kasih aja dh waktu buat mereka unjuk GIGI dulu,
> biar puaaas ampe mabok.
> Bulan
Whatever the policies will be, it is doomed to fail. The problem in
the first place is credit bubble and over-leveraging, which is now
deflating and de-leveraged (a healthy process, by the way). And the
problem is not isolated in US, but throughout the world.
By the TARP, bailout bonanza, etc,
hehe... you want OIL at 40? are you worried about inflation?
what if the problem is not inflation??(i believe it isn't anymore)
think of it this way: what does OIL @ 40 represent, in terms of
global economy?
ask those questions to yourself and you may find a devastatingly
scary answers... whic
kl ttg HERALD, dulu pernah dengar rumor bhw sbnrnya di blk Herald
adlh AB (Herald adlh milik AB), porsi kepemilikan AB di Herald lebih
besar dr porsinya di BUMI. Jd utk tebalkan kantongnya, dia gembosi
BUMI & overbid Herald.
Ttg kebenaran rumor ini, saya pun tdk tahu. Apakah masuk akal? Ya.
--
--- In obrolan-bandar@yahoogroups.com, "Provokator Saham"
<[EMAIL PROTECTED]> wrote:
> Menurut kabar angin...kalau ada pensiunan pegawai trus beli BUMI di
> puncak, sampai beliau "dikebumikan" MODAL nya belon akan balik...
> Hari genesaya denger ada analis bikin target BUMI 10.000 untuk
12 b
> Sent: Wednesday, November 12, 2008 10:24:42 AM
> Subject: Re: [obrolan-bandar] Re: Kenapa Investor Mau Jual Rugi
Saham BUMI?
>
>
> Kelihatannya senin depan BUMI sudah berhenti AR kiri nih kalau
offernya
> turun terus spt ini.
>
> pemainedan wrote:
> > NorthStar jika m
NorthStar jika mau beli di harga 2000 = GOBLOK atau sama2 punya AB.
Who is NorthStar, by the way?
Kl memang mau beli BUMI, knp tdk dr open market saja, dg diskon
signifikan. Tunggu aja 2 more market days. Dapatlah di harga diskon
50%. Tiap hari ada antri jual 1-2 juta lot, rekor malah 3 jt-an.
intervensi pasar membuat imbalances yg tdk diinginkan. apalagi skr
ada asymmetric AR. mnrt hemat saya, ketika saham jeblok, biarkan
saja jeblok, tdk usah impose aturan2 baru. apalagi skr mencoba mem-
prop up saham utk naik.
ingat saja... ketika free market di-intervensi, law of unintended
cons
bukannya justru moving higher bu Bettina? now (3.30 p.m.) DJ fut +158
lho
--- In obrolan-bandar@yahoogroups.com, "Bettina Tan" <[EMAIL PROTECTED]>
wrote:
>
> DJ futures off high Pak.. moving downward for the day.. although
still in
> positive territory.
>
> On 11/10/08, Vincent Chase <[EMAIL P
Ada banyak sekali MACAM capital flow di pasar modal, semuanya
> itu yang membuat harga saham bergerak setiap hari. Jadi Capital
> flow TIDAK NOL, karena kalo nol harga saham akan diam...
>
>
>
>
> --- In obrolan-bandar@yahoogroups.com, "pemainedan"
> wrote:
&g
Mbah, kl tdk keberatan, apa bisa jelaskan dikit ttg konsep CAPITAL
FLOW ini?
Di sebuah stock market, tdk ada uang yg keluar/masuk kecuali jika ada
IPO atau stock re-offering (second offering atau rights issue). Yg
membuat harga naik hanyalah agresivitas dr pelaku pasar. Ketika ada yg
beli saha
y dan demand minyak itu sebenarnya cuman
> ARENA JUDI SEMATA. Apakah teori supply&demand Adam Smith
> berlaku juga ditempat judi ? atau berlaku juga pada saham yang
> lagi DIGORENG ?.
>
>
> --- In obrolan-bandar@yahoogroups.com, "pemainedan"
> wrote:
> &g
SUPPLY & DEMAND OIL tentu saja tdk berubah dg drastis, Mbah.
Kalau dulu mungkin ingat supply-demand curve (pelajaran ekonomi SMP-
SMA), mgkn yg skr terjadi adalah shifting dr supply-demand curve tsb
(lower price).
Jika kita berada di curve yg sama, tentunya harga naik/turun seiring
meningkat/me
No hope for today. Sorry
--- In obrolan-bandar@yahoogroups.com, "JsxTrader" <[EMAIL PROTECTED]>
wrote:
>
> PGAS - Berdoa aja semoga ada keajaiban DOW bisa berbalik arah
nanti.., kalau
> ngga ya kita kejedut bareng-bareng hehehe...
>
>
>
> DOW - Ampun.., candle 15 menit hampir merah semua..,
hehe... sorry Aimee (and others) for the diversion. Didn't mean to
divert the discussion, but you brought it up, "long-term
investor", "keep for 2-3 years", etc.
Remember that buy-hold strategy (even 5 yrs) dont always work. Try
tracing it back with historic DJ index. It only works when severe
Aimee, by 30-40% increase in 2010, do you mean commodities only or
world stock markets in general?
But if you talk general world market, I seriously doubt US is going to
recover by that time. DJ bottom at 6000, it will be a miracle (fairly
it's way lower). IMO, it's well on its way to have its
setuju pak JT. BB menciptakan imbalances yg membuat market prediction
makin susah & market makin spekulatif. di samping jg membuat company
yg BB cash-deprived (sdgkan price of money mahal blk-an ini).
--- In obrolan-bandar@yahoogroups.com, "jsxtrader" <[EMAIL PROTECTED]>
wrote:
>
> Atau sekalia
bottom? no. far... far from it. in short term DJ might get some
rebound, possibly to 10k. after that, no one knows how deep the abyss
is. when it begins the real carnage, that's when everyone knows why
it can go even deeper. looking for a reason? one clue: D-word.
--- In obrolan-bandar@yahoogr
--- In obrolan-bandar@yahoogroups.com, "pemainedan"
> wrote:
> >
> > Mbah, utk Peabody (BTU) jgn lihat PER yg di sebelahnya. Yg itu
> kynya
> > utk FY 2007. Lihat yg "Forward PE". Itu ada di bawah kanan (mesti
> > scroll, makanya sering terlewat)
all of these are true. remember one thing though... when opinions are
too polarized to one side of the market, it will turn around in
earnest.
--- In obrolan-bandar@yahoogroups.com, Felicia Rumondor
<[EMAIL PROTECTED]> wrote:
>
> belum lagi kalo BUMI keluar dari penjara n harga di adjust
tiga
all of these are true. remember one thing though... when opinions are
too polarized to one side of the market, it will turn around in
earnest.
--- In obrolan-bandar@yahoogroups.com, Felicia Rumondor
<[EMAIL PROTECTED]> wrote:
>
> belum lagi kalo BUMI keluar dari penjara n harga di adjust
tiga
kita krg lebih hampir 80 tahun dr event Great Depression 1929.
history says... in 1929, dumb money lost big. in 1930, smart money
lost big. in 1931, really smart money lost big. in 1932, really,
really smart money lost big.
org2 yg dilahirkan th 2008-2010 ini kelak mgkn akan disebut
sebagai "
Mbah, utk Peabody (BTU) jgn lihat PER yg di sebelahnya. Yg itu kynya
utk FY 2007. Lihat yg "Forward PE". Itu ada di bawah kanan (mesti
scroll, makanya sering terlewat).
http://finance.yahoo.com/q?s=BTU
Nah kalau lihat yg forward PE, BTU pd harga 31an, PER = 5.3. Lbh
murah dr PTBA.
Masih banya
CTED]>
wrote:
>
> lagi ngumpet. soalnya lagi banyak polisi.
>
>
>
> --- In obrolan-bandar@yahoogroups.com, "pemainedan"
> wrote:
> >
> > Where are you now, EL? Have you gone away from BEI? Did you hate
the
> > funny government interv
Where are you now, EL? Have you gone away from BEI? Did you hate the
funny government interventions (AR schemes & buybacks)? Hated it
because you couldn't get the companies at more attractive valuations?
Me, too! Many US commodity companies now have more attractive
valuations now. So, is US you
jika kita melihat currency rates, kita selalu membandingkannya dg
mata uang lain. jd kl yg satu menguat, yg lain melemah. EUR/USD
turun, misalnya. apakah EUR yg melemah atau USD yg menguat?
dalam kasus ini saya cdrg memandang EUR & mata uang lain yg melemah.
ini karena extreme global fear.
ada
Embah sudah tutup rekening di BEI, tertarik utk buka rekening di
NYSE tidak Mbah?
Di sana ada saham2 commodity yg PER hanya 2-5x, sdgkan harga
commoditynya sama sekali tdk jatuh, malah cdrg naik (walaupun lbh
lambat dr sblm2nya). Salah satu saham ini proyeksi EPS-nya 12-13
USD, dg harga skr h
Program BPPN utk bank Indonesia bermasalah merupakan sebuah sukses?
Saya agak ragu ttg hal itu:
1. USD-IDR dr 2000 sempat menjadi 15000, bahkan best-casenya 6000.
Buying power tinggal 1/3 at max, 1/7 at min. A success?
2. Big Bear market s/d 2002, byk bank & company yg bankrupt. 2002
mulai rebou
sebanyak 799 saham finansial di AS dilarang utk di-naked short.
tentunya intervensi ini akan membawa dampak2 tertentu yg tdk alami,
krn proses intervensi ini sendiri sangat tdk alami.
ada yg mungkin punya ide & mau sharing, kira2 efeknya apa &
implikasi2nya apa?
yg lucu, di early trading ada E
yang nunggu GOLDEN CROSS cuma dapet bronze. Yg masuk saat BRONZE CROSS
akan dpt GOLDEN REWARD.
--- In obrolan-bandar@yahoogroups.com, "jsx_consultant" wrote:
>
> Yg DISIPLIN pasti lagi KESEL lagi
>
>
> Jaman batu cuman MIMPI, jaman Commodity sudah kembali..
>
> Mau nunggu Golden Cross ?.
>
>
mau sell apa mas? kita tampung yuk, Mbah. OIL-nya lagi ngejer gold yg
up 10% tuh.
--- In obrolan-bandar@yahoogroups.com, q q <[EMAIL PROTECTED]> wrote:
>
> siap siap untuk sell besok pagi... karena.. malem ini dow jones
anlok lagi.
>
mang dia ngomong apa dan dikoran apa ?
>
>
> --- In obrolan-bandar@yahoogroups.com, "pemainedan"
> wrote:
> >
> > Wah2, penthung-nya pak Oentoeng disumputin dulu aja Mbah, ato
pake
> > buat menthung ke atas aja
> >
> > Kalo penthung Oen keluar bah
mang dia ngomong apa dan dikoran apa ?
>
>
> --- In obrolan-bandar@yahoogroups.com, "pemainedan"
> wrote:
> >
> > Wah2, penthung-nya pak Oentoeng disumputin dulu aja Mbah, ato
pake
> > buat menthung ke atas aja
> >
> > Kalo penthung Oen keluar bah
Wah2, penthung-nya pak Oentoeng disumputin dulu aja Mbah, ato pake
buat menthung ke atas aja
Kalo penthung Oen keluar bahkan Goei Siauw Hong pun akan terkejut
(market won't behave as he predicted). Sorry, Goei.
--- In obrolan-bandar@yahoogroups.com, SamrocK <[EMAIL PROTECTED]> wrote:
>
> Mbah t
Siap Mbah... saya tambahin kompornya. Biar diguyur sekalian. Ayo
kita sambut SERBUAN SINTERKLAS... COME ON!!!
1. saham2 boleh PER-nya rendah, tp kalau DPR (dividend pay-out
ratio) kecil atau nol, itu percuma. TINS hampir selalu DPR >= 50%.
Kalau PER 3x, DPR = 50% dan asumsi earning flat, dalam
Embah ngomporin TINS terus, sama BOZZ ini saham dijadiin target.
Malem ini Embah komporin lagi, ntar besok under 1000 deh.
Tp kalo ngomong PER, iya sih TINS mmg rendah, tp bukannya yg lain
byk yg rendah juga? JPRS, TBLA, INCO, ANTM jg rendah, Mbah. Kenapa
milihnya TINS?
>
> Use old Cat INSTI
TINS -> 90% timah, 9% coal, 1% lain2. lihat LK TINS di website-nya:
www.timah.com
Mmg relatively negligible, tapi ini menunjukkan posisi cash-nya yg
kuat, yg memungkinkannya ekspansi ke berbagai bidang usaha prospektif.
--- In obrolan-bandar@yahoogroups.com, Kucing Tua <[EMAIL PROTECTED]>
wrot
BETUL MBAH!!! dr outlook & valuasi PER, TINS excellent. skr harga tin
19000 USD, praktis tdk ada perubahan fundamental thd saham ini. hanya
perubahan psychology aja.
Lain dg saham2 CPO yg memang ada perubahan fundamental.
Lihat dr segi apapun sangat menarik:
1. dividend payout ratio (DPR) > 50
saya ada yg nyangkut tp dr dulu ga bisa jualan, pak. pdhl sudah mau sy
buang sejak harganya 200-an. cuma punya 0.5 lot (ga tau dr mana nih),
trus ga ada temennya. dl bisa beli sepiring steak, skr beli bakmi GM
pun udah ga bisa. :(
--- In obrolan-bandar@yahoogroups.com, "John Rull" <[EMAIL PROTE
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