All we hear these days is how the global economy is moving closer to recession
and how the level of damage is too much for the banks to handle. Market
participants know that they are in for a tough ride in the coming months and
the fact that FED has done nothing to solve problems so far is giving traders
the jitters more than ever! It has been implied by FED and other central banks
that interest rates will go even lower in the coming weeks in order to ease
inflationary pressures, but what about when inflation starts to rise again?
When will that leave us? Unemployment figures are rising dangerously in US and
Europe, GDP numbers are getting trashed and inflation is easing. The Dollar is
getting bought all across the board due to risk aversion and markets continue
to fall on a daily basis.
However one would wonder, until when will traders continue to buy the dollars?
At times when the real fundamentals do not reflex the currency at all, it makes
one think that one day investors might wake up and realize that their
perspective dollars are not worth a lot. Then is where the real problems start
as everyone will try to get rid of their dollars and buy back the other
currencies and therefore more problems will eventually arise. The world leaders
are trying their best to avoid panic in the markets but until we see reasons
not to panic, investors will try their best to get rid of risky assets and
therefore market collapse will be far from over.
--- On Wed, 11/19/08, Rokaya Aritonang <[EMAIL PROTECTED]> wrote:
From: Rokaya Aritonang <[EMAIL PROTECTED]>
Subject: [saham] TIME TO WAKE-UP!!!
To: "Obrolan" <obrolan-bandar@yahoogroups.com>, "Saham" <[EMAIL PROTECTED]>,
[EMAIL PROTECTED]
Date: Wednesday, November 19, 2008, 12:58 AM
U.S. Stocks Gain as Hewlett-Packard, Home Depot Profits Beat
By Eric Martin
Nov. 18 (Bloomberg) -- U.S. stocks gained for the first time in three days as
better-than- estimated earnings at Hewlett- Packard Co. and Home Depot Inc.
spurred optimism that some companies' earnings will hold up amid the recession.
Hewlett-Packard, the biggest personal-computer maker, jumped as much as 15
percent to lead a rally in technology shares. Home Depot Inc., the largest
home-improvement retailer, added 5.7 percent. Citigroup Inc. dropped 5.4
percent after Deutsche Bank AG analyst Mike Mayo said the bank may report a
2009 loss as revenue declines and credit costs rise.
......
Computers, Hardware
Hewlett-Packard added $3.50 to $32.84 after reporting earnings of $1.03 a
share, excluding reorganizing expenses and other costs, exceeding the $1
average analyst estimate.
Home Depot Inc., the world's largest home-improvement retailer, added $1.13 to
$21.13 after profit declined less than analysts estimated and the company
repeated its earnings forecast for the year.
......
To contact the reporter on this story: Eric Martin in New York at [EMAIL
PROTECTED] .net.
Last Updated: November 18, 2008 10:27 EST
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Ulasan diatas menekankan bahwa DOW diharap sudah menemukan PIJAKAN KAKI-nya...
Wal-Mart (u/ kelas menengah bawah) LK-3 kinclong dan HOME DEPOT Inc. LK-3 nya
juga OK..sesuai dg yang diharapkan…so artinya SEKTOR RIIL di USA TIDAK seBURUK
yg diperkirakan. .
Ekonomi USA akan melambat YA…tapi akan ‘recover’ cepat..dan tidak akan seperti
pada th. 1928…
(Lama banget saya menanti LK-3 si HOME DEPOT tp hasilnya OK...)
Sektor riil Indonesia bagus & kuat ..Ramayana (u/ kelas menengah bawah) ,
Matahari , JPFA, CPIN LK-3 bagus..plus semen dan finance jg…
Pemerintah harus memanfaatkan momen ini dgn berani munurunkan BI rate dan BBM
yg sesuai dgn kebutuhan sektor riil...agar Sektor Riil berjalan lebih
kencang...Tahun 1998 sektor riil (usaha menengah bawah) yg memberikan KEKUATAN
ekonomi INDONESIA.
TIME TO WAKE UP - BEI- (mudah2an BEI jg sudah dapat bottom)..sorry chart tidak
saya cantumkan..drpd dikerjain..
Best Regard,
Rokaya A.
