Indeks Shanghai ini kan sudah ambles dari di atas 6000-an ke 3600-an (minus 
sekitar 40%). Kalau anjlok lagi, mau jadi berapa tuh? Sekarang PER-nya berapa 
sih?

RW



----- Pesan Asli ----
Dari: Marina Utama <[EMAIL PROTECTED]>
Kepada: obrolan-bandar@yahoogroups.com
Terkirim: Senin, 7 April, 2008 18:05:22
Topik: Re: [obrolan-bandar] To El.....Re: Tekanan terhadap MEDC dan BBCA mulai 
berkurang

I heard from one of my sources, FM in Shanghai, there are big funds over there 
who have lost tons of money, but now the China government has done and will do 
all efforts to closed out all news not to be broken out before the Beijing 
Olympics, for being afraid that this news, will sent BIG BANG to global market 
and consequently will undermine their olympics efforts to be a BIG memorable 
events. BUT, as the old adage says, we cannot covered up the SMELLY things 
forever, once the Olympic over, I am afraid this news will have bigger impact 
than subprime in US
 
Just be very careful, I see May- Aug could be Bullish, but if this news really 
happening than Sept- Nov could be very Bearsih, and then Dec could a little bit 
up after window dressing for the year end closing. Then next year will all 
depend on Pemilu
 
Hopefully useful
MU

Rei <highwaystar91@ yahoo.com> wrote:
What news in China (after the Olympics)? Care to share more Marina? 
Thanks.

--- In obrolan-bandar@ yahoogroups. com, Marina Utama <[EMAIL PROTECTED] > 
wrote:
>
> Banks cannot performed well here in Indonesia since they are not 
channeling funds to real sector yet as they supposed to be as a 
financial intermediaries. So they just piling up their funds in SBI 
from time to time so what's the sources for the banks to get an 
aggressive growth? Just recently more and more banks channeling 
funds to Agri, but this will take another 6 months to take an 
effect. 
> 
> And be careful banks are currently exposed to high credit card's 
bad debt and it will explode sometime. Watch after Beijing Olimpic 
done, there will be BIG market shakeup as big as Sub prime Mortgage 
in US, but since China have bigger role in Asis, the effect may be 
bigger, they just hold on and cover up the news now, since they will 
do everything to make a Beijing Olimpics a success one, but after 
the party stops, the news will be broken
> 
> Rgds,
> MU
> 
> jsx_consultant <jsx-consultant@ ...> wrote:
> --- In obrolan-bandar@ yahoogroups. com, Elaine 
> <you.can.call. me.elaine@ > wrote:
> >
> > *It's only a technical rebound. Yes, technically IDX could be 
saved 
> by them
> > as they are big caps. But becareful when USD strengthen, it 
could 
> be BAD for
> > commodities. 
> 
> USDIDR does NOT strengthen, it is VERY VERY STRANGE when IHSG
> down -4% and PANIC SELLOFF in the Money Market last Friday.
> This NEVER happen before, usually USDIDR will go up VIOLENCELY..
> 
> Is it possible that this MARKET SHAKEUP (BBCA -10%) is only 
> an ARTIFICIAL ONE by Local Big Player to make the market 
> panic (Embah believe this).
> 
> In bahasa we have a proverb: 
> - MEMANCING IKAN DIAIR KERUH...
> 
> Are they fishing now ?.
> 
> Fishing for LOW PRICE Stock, Mutual Fund, ORI and SUN ?.
> 
> I also said banks are leading indicators, and their stock
> > performance are ugly.
> > 
> > Elaine**
> > *
> > On Mon, Apr 7, 2008 at 12:13 PM, jsx_consultant <
> > jsx-consultant@ > wrote:
> > 
> > > --- In obrolan-bandar@ yahoogroups. com, Elaine
> > > <you.can.call. me.elaine@ > wrote:
> > > >
> > > > *2005.
> > > >
> > > > Elaine**
> > >
> > > Elaine,
> > >
> > > Index sectoral:
> > > - MINING: +2,46%
> > > - AGRI: +1,36%
> > >
> > > IHSG -0,4%
> > >
> > > You ONLY talk about IHSG ?.
> > >
> > > What do you think about Mining and Agricultural index ?.
> > >
> > > Do you think Mining and Agricultural will follow the downtrend
> > > of IHSG or IHSG will be saved by Mining and Agri ?.
> > >
> > >
> > >
> > >
> > >
> > > ------------ --------- --------- ------
> > >
> > > + +
> > > + + + + +
> > > Mohon saat meREPLY posting, text dari posting lama dihapus
> > > kecuali diperlukan agar CONTEXTnya jelas.
> > > + + + + +
> > > + +Yahoo! Groups Links
> > >
> > >
> > >
> > >
> >
> 
> 
> 
> 
> 
> 
> ------------ --------- --------- ---
> You rock. That's why Blockbuster' s offering you one month of 
Blockbuster Total Access, No Cost.
>






You rock. That's why Blockbuster' s offering you one month of Blockbuster Total 
Access, No Cost.
 


      
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