Setuju, Pak! Pasti bingung bagi para trader. Tapi kalo bagi investor pasti akan lebih percaya prospek ANTM yang bagus. Bukan hanya dalam jangka pendek, tapi juga jangka menengah dan panjang. Buat investor, mereka akan keep the stock as long as they can.
Sriwisnu-gmail wrote: > > Yang hobi ama saham INCO & ANTM bingung..... > Rumors net profit ANTM 1T membuat ekspektasi harga harusnya naik tinggi. > Berita Harga Nickle LME turun membuat ekspektasi harga harusnya ikut > turun. > Liat di market pagi ini turun.... tapi ada tarik menarik di ANTM..... > bingung nih mau jual atau mau tambah muatan... > Sore hari ada trader gila lagi gak yach ?... > > > ----- Original Message ----- > *From:* Bettina Tan <mailto:[EMAIL PROTECTED]> > *To:* obrolan-bandar@yahoogroups.com > <mailto:obrolan-bandar@yahoogroups.com> > *Sent:* Friday, April 27, 2007 9:08 AM > *Subject:* Re: [obrolan-bandar] Berita nikel ini, apa pengaruhanya ya? > > SELL INCO & ANTM? > > On 4/27/07, *Dodi Aulia* <[EMAIL PROTECTED] > <mailto:[EMAIL PROTECTED]>> wrote: > > /Sekedar tambahan berita dari bloomberg/ > > > Nickel Falls on Speculation Steelmakers May Cut Use; Tin Drops > > By Brett Foley and Chanyaporn Chanjaroen > > April 26 (Bloomberg) -- Nickel extended a decline for a third > consecutive day in London on speculation that stainless- steel > makers, the biggest consumers of the metal, will cut use. Tin > and copper also dropped. > > Posco, the world's fourth-largest steelmaker, will increase > output of a nickel-free stainless-steel product fivefold by > next year after nickel rose to a record, the South Korean > company said yesterday. Nickel consumers are using stockpiles, > said Michael Widmer, head of metals research at Calyon, one of > 11 companies trading on the London Metal Exchange's floor. > > ``It's the demand side that is taking prices lower,'' Widmer > said in a telephone interview in London. > > Nickel for delivery in three months on the LME dropped $750, > or 1.6 percent, to $46,550 a metric ton as of 1:40 p.m. local > time. The contract traded at $50,200 a ton April 24, the > highest ever. > > The metal has gained 40 percent this year as demand from > China, the world's largest user, expanded. Prices are > ``excessive'' and may lead to a decline, Eramet SA, operator > of the world's largest ferronickel plant, said yesterday. > > Stainless-steel production growth will slow to 1.6 percent > this year, triggering a decline in nickel prices, steel > industry consulting company MEPS (International) Ltd. said > April 2. Outokumpu Oyj said April 24 it will cut its > stainless-steel output by about 10 percent in the second > quarter because customers are using inventories instead of > placing orders. > > Inventories of nickel monitored by the LME gained 4.3 percent > to 5,052 tons, taking the increase for this week to 25 > percent. Stockpiles are still ``low,'' Widmer said. > > Peru Strike > > Tin fell for a third consecutive day on speculation that > Indonesia, the world's second-largest producer of the metal, > will export more metal. The Southeast Asian nation's > government awarded five more tin-export licenses, bringing to > 10 the number of companies that can ship the metal overseas. > The metal dropped $190 to $13,310 a ton on the LME. > > Copper declined $100, or 1.3 percent, to $7,760 a ton, after > earlier rising as much as 1.1 percent to $7,948 a ton. The > price will be supported by falling stockpiles and a labor > dispute in Peru, Alex Heath, head of the base-metals trading > team at RBC Capital Markets in London, said by telephone. > > Inventories monitored by the LME fell for an eighth > consecutive day to their lowest since Dec. 7. Workers from > Southern Copper Corp.'s Ilo smelter said they will strike over > wages as soon as April 28. The Phoenix-based company is the > world's fifth-largest copper producer. > > At least 48 Peruvian labor unions said they will join a > national mining strike on April 30, Jesus del Castillo, a > spokesman for the Lima-based Mining Federation, said April 20. > The group represents about 28,000 mine was unchanged at $2,822 > a ton, lead fell $10 to $1,970, and zinc dropped $35 to $3,720. > > To contact the reporters on this story: Brett Foley in London > at [EMAIL PROTECTED] <mailto:[EMAIL PROTECTED]> ; > Chanyaporn Chanjaroen in London at [EMAIL PROTECTED] > <mailto:[EMAIL PROTECTED]> > > > > On 4/27/07, *Wiro Hardy* <[EMAIL PROTECTED] > <mailto:[EMAIL PROTECTED]>> wrote: > > Dear rekans, > > Berita ttg nikel ini, apa pengaruhanya ya terhadap ANTM > dan INCO untuk > short, med dan long term? > > Posco introduces nickel-free stainless steel > > Posco, the world's fourth-largest steel maker, will raise > output of a > nickel-free stainless steel fivefold next year as the > price of nickel > has hit a record. > > Posco plans to sell 10,000 tonnes a month of the steel, > which it > introduced this month, from 2,000 this year, the > Pohang-based firm > said yesterday. The steel, which uses chromium instead of > nickel, is > the equivalent of US$2,470 a tonne, half the price of > so-called > 300-series cold-rolled coil steel. > > Posco has raised stainless steel prices four times this > year because > of the cost of nickel. > > While Posco's product is not the first of its kind and may > be similar > to products in U.S. markets, it does represent the > acceleration in > substitution by consumers, said Alan Heap, Citigroup analyst. > > "It's a trend towards low and no nickel content alloys and > away from > austenitic nickel steel that's being driven by high nickel > prices and > short availability." > > Citigroup expects substitution will likely slow nickel > consumption > growth in 2007 to 7.5%, from 10.5% in 2006. However, it > still expects > a supply deficit of 9,000 tons. > > > >
