--- quote ---
Outlook 2008:
Perekonomian global akan mengalami perlambatan pertumbuhan yang dipicu
perlambatan pertumbuhan di AS
China\u003c/span\>\u003c/font\>\u003cfont size\u003d\"2\"
face\u003d\"Verdana\"\>\u003cspan
style\u003d\"font-size:10.0pt;font-family:Verdana\"\> akan menjadi motor
pertumbuhan ekonomi global\u003c/span\>\u003c/font\>\u003cfont size\u003d\"2\"
face\u003d\"Arial\"\>\u003cspan
style\u003d\"font-size:10.0pt;font-family:Arial\"\>\u003c/span\>\u003c/font\>\u003c/li\>\n\u003c/ul\>\n\n\u003c/div\>\n\n\u003cdiv\>\n\n\u003cul
type\u003d\"disc\"\>\n \u003cli\>\u003cfont size\u003d\"2\"
face\u003d\"Verdana\"\>\u003cspan
style\u003d\"font-size:10.0pt;font-family:Verdana\"\>Pertumbuhan\n ekonomi
\u003c/span\>\u003c/font\>\u003cfont size\u003d\"2\"
face\u003d\"Verdana\"\>\u003cspan
style\u003d\"font-size:10.0pt;font-family:Verdana\"\>Indonesia\u003c/span\>\u003c/font\>\u003cfont
size\u003d\"2\" face\u003d\"Verdana\"\>\u003cspan
style\u003d\"font-size:10.0pt;font-family:Verdana\"\> diestimasikan mencapai
6,7%\u003c/span\>\u003c/font\>\u003cfont size\u003d\"2\"
face\u003d\"Arial\"\>\u003cspan
style\u003d\"font-size:10.0pt;font-family:Arial\"\>\u003c/span\>\u003c/font\>\u003c/li\>\n\u003c/ul\>\n\n\u003c/div\>\n\n\u003cdiv\>\n\n\u003cul
type\u003d\"disc\"\>\n \u003cli\>\u003cfont size\u003d\"2\"
face\u003d\"Verdana\"\>\u003cspan
style\u003d\"font-size:10.0pt;font-family:Verdana\"\>Tingkat\n inflasi
\u003c/span\>\u003c/font\>\u003cfont size\u003d\"2\"
face\u003d\"Verdana\"\>\u003cspan
style\u003d\"font-size:10.0pt;font-family:Verdana\"\>Indonesia\u003c/span\>\u003c/font\>\u003cfont
size\u003d\"2\" face\u003d\"Verdana\"\>\u003cspan
style\u003d\"font-size:10.0pt;font-family:Verdana\"\> diestimasikan sebesar
6,5% ± 1%\u003c/span\>\u003c/font\>\u003cfont size\u003d\"2\"
face\u003d\"Arial\"\>\u003cspan
style\u003d\"font-size:10.0pt;font-family:Arial\"\>\u003c/span\>\u003c/font\>\u003c/li\>\n\u003c/ul\>\n\n\u003c/div\>\n\n\u003cdiv\>\n\n\u003cul
type\u003d\"disc\"\>\n \u003cli\>\u003cfont size\u003d\"2\"
face\u003d\"Verdana\"\>\u003cspan
style\u003d\"font-size:10.0pt;font-family:Verdana\"\>BI\n rate berpotensi
untuk turun menjadi 7,5%\u003c/span\>\u003c/font\>\u003cfont size\u003d\"2\"
face\u003d\"Arial\"\>\u003cspan
style\u003d\"font-size:10.0pt;font-family:Arial\"\>\u003c/span\>\u003c/font\>\u003c/li\>\n\u003c/ul\>\n\n\u003c/div\>\n\n\u003cdiv\>\n\n\u003cul
type\u003d\"disc\"\>\n \u003cli\>\u003cfont size\u003d\"2\"
face\u003d\"Verdana\"\>\u003cspan
style\u003d\"font-size:10.0pt;font-family:Verdana\"\>Nilai\n tukar Rupiah
diperkirakan berada pada kisaran Rp9.200 -
Rp9.300/US$\u003c/span\>\u003c/font\>\u003cfont size\u003d\"2\"
face\u003d\"Arial\"\>\u003cspan
style\u003d\"font-size:10.0pt;font-family:Arial\"\>\u003c/span\>\u003c/font\>\u003c/li\>\n\u003c/ul\>\n\n\u003c/div\>\n\n\u003cdiv\>\n\n\u003cul
type\u003d\"disc\"\>\n \u003cli\>\u003cfont size\u003d\"2\"
face\u003d\"Verdana\"\>\u003cspan
style\u003d\"font-size:10.0pt;font-family:Verdana\"\>Target\n IHSG
2008: 3.270\u003c/span\>\u003c/font\>",1] ); //-->China akan menjadi motor
pertumbuhan ekonomi global
Pertumbuhan ekonomi Indonesia diestimasikan mencapai 6,7%
Tingkat inflasi Indonesia diestimasikan sebesar 6,5% ± 1%
BI rate berpotensi untuk turun menjadi 7,5%
Nilai tukar Rupiah diperkirakan berada pada kisaran Rp9.200 -
Rp9.300/US$
Target IHSG 2008: 3.270\u003cspan
style\u003d\"font-size:10.0pt;font-family:Arial\"\>\u003c/span\>\u003c/font\>\u003c/li\>\n\u003c/ul\>\n\n\u003c/div\>\n\n\u003cdiv\>\n\n\u003cul
type\u003d\"disc\"\>\n \u003cli\>\u003cfont size\u003d\"2\"
face\u003d\"Verdana\"\>\u003cspan
style\u003d\"font-size:10.0pt;font-family:Verdana\"\>Sektor-sektor\n yang
berpotensi tumbuh tinggi adalah sektor pertambangan, energi, perkebunan,\n
perbankan, properti, & infrastruktur.\u003c/span\>\u003c/font\>\u003cfont
size\u003d\"2\" face\u003d\"Arial\"\>\u003cspan
style\u003d\"font-size:10.0pt;font-family:Arial\"\>\u003c/span\>\u003c/font\>\u003c/li\>\n\u003c/ul\>\n\n\u003c/div\>\n\n\u003cdiv\>\n\n\u003cul
type\u003d\"disc\"\>\n \u003cli\>\u003cfont size\u003d\"2\"
face\u003d\"Verdana\"\>\u003cspan
style\u003d\"font-size:10.0pt;font-family:Verdana\"\>Top\n picks: ANTM,
TINS, PGAS, UNSP, TBLA, TOTL, CTRS, BBRI, BMRI &
BLTA\u003c/span\>\u003c/font\>\u003cfont size\u003d\"2\"
face\u003d\"Arial\"\>\u003cspan
style\u003d\"font-size:10.0pt;font-family:Arial\"\>\u003c/span\>\u003c/font\>\u003c/li\>\n\u003c/ul\>\n\n\u003c/div\>\n\n\u003cdiv\>\n\n\u003cul
type\u003d\"disc\"\>\n \u003cli\>\u003cfont size\u003d\"2\"
face\u003d\"Verdana\"\>\u003cspan
style\u003d\"font-size:10.0pt;font-family:Verdana\"\>Pasar\n obligasi akan
ditandai oleh volatilitas perubahan yield yang meningkat\n
tajam\u003c/span\>\u003c/font\>\u003cfont size\u003d\"2\"
face\u003d\"Arial\"\>\u003cspan
style\u003d\"font-size:10.0pt;font-family:Arial\"\>\u003c/span\>\u003c/font\>\u003c/li\>\n\u003c/ul\>\n\n\u003c/div\>\n\n\u003cdiv\>\n\n\u003cul
type\u003d\"disc\"\>\n \u003cli\>\u003cfont size\u003d\"2\"
face\u003d\"Verdana\"\>\u003cspan
style\u003d\"font-size:10.0pt;font-family:Verdana\"\>Strategi\n
obligasi:\u003c/span\>\u003c/font\>\u003cfont size\u003d\"2\"
face\u003d\"Arial\"\>\u003cspan
style\u003d\"font-size:10.0pt;font-family:Arial\"\>\u003c/span\>\u003c/font\>\u003c/li\>\n\u003c/ul\>\n\n\u003c/div\>\n\n\u003cdiv\>\n\n\u003cul
type\u003d\"disc\"\>\n \u003cul type\u003d\"circle\"\>\n \u003cli\>\u003cfont
size\u003d\"2\" face\u003d\"Verdana\"\>\u003cspan
style\u003d\"font-size:10.0pt;font-family:Verdana\"\>Trading: beli obligasi
dengan duration yang\n panjang\u003c/span\>\u003c/font\>\u003cfont
size\u003d\"2\" face\u003d\"Arial\"\>\u003cspan
style\u003d\"font-size:10.0pt;font-family:Arial\"\>\u003c/span\>\u003c/font\>\u003c/li\>\n
\u003c/ul\>\n\u003c/ul\>\n\n\u003c/div\>\n\n\u003cdiv\>\n\n\u003cul
type\u003d\"disc\"\>\n \u003cul type\u003d\"circle\"\>\n \u003cli\>\u003cfont
size\u003d\"2\" face\u003d\"Verdana\"\>\u003cspan
style\u003d\"font-size:10.0pt;font-family:Verdana\"\>Investasi: beli obligasi
dengan yield di atas\n 11,5%\u003c/span\>\u003c/font\>\u003cfont
size\u003d\"2\" face\u003d\"Arial\"\>\u003cspan
style\u003d\"font-size:10.0pt;font-family:Arial\"\>\u003c/span\>\u003c/font\>\u003c/li\>\n
\u003c/ul\>\n\u003c/ul\>\n\n\u003c/div\>\n\n\u003cdiv\>\n\n\u003cul
type\u003d\"disc\"\>",1] ); //-->
Sektor-sektor yang berpotensi tumbuh tinggi adalah sektor pertambangan,
energi, perkebunan, perbankan, properti, & infrastruktur.
Top picks: ANTM, TINS, PGAS, UNSP, TBLA, TOTL, CTRS, BBRI, BMRI & BLTA
Pasar obligasi akan ditandai oleh volatilitas perubahan yield yang
meningkat tajam
Strategi obligasi:
Trading: beli obligasi dengan duration yang panjang
Investasi: beli obligasi dengan yield di atas 11,5%
\n \u003cli\>\u003cfont size\u003d\"2\" face\u003d\"Verdana\"\>\u003cspan
style\u003d\"font-size:10.0pt;font-family:Verdana\"\>Switching portofolio dari
obligasi jangka\n panjang ke jangka pendek
\u003c/span\>\u003c/font\>\u003cfont size\u003d\"2\"
face\u003d\"Arial\"\>\u003cspan
style\u003d\"font-size:10.0pt;font-family:Arial\"\>\u003c/span\>\u003c/font\>\u003c/li\>\n
\u003c/ul\>\n\u003c/ul\>\n\n\u003c/div\>\n\n\u003cdiv\>\n\n\u003cp\>\u003cfont
size\u003d\"2\" face\u003d\"Verdana\"\>\u003cspan
style\u003d\"font-size:10.0pt;font-family:Verdana\"\>
\u003c/span\>\u003c/font\>\u003cfont size\u003d\"2\"
face\u003d\"Arial\"\>\u003cspan
style\u003d\"font-size:10.0pt;font-family:Arial\"\>\u003c/span\>\u003c/font\>\u003c/p\>\n\n\u003c/div\>\n\n\u003c/div\>\n\n\u003cdiv\>\n\n\u003cp\>\u003cfont
size\u003d\"3\" face\u003d\"Times New Roman\"\>\u003cspan
style\u003d\"font-size:12.0pt\"\>
\u003c/span\>\u003c/font\>\u003c/p\>\n\n\u003c/div\>\n\n\u003cdiv\>\n\n\u003cp\>\u003cfont
size\u003d\"2\" face\u003d\"Verdana\"\>\u003cspan
style\u003d\"font-size:10.0pt;font-family:Verdana\"\>Best
regards,\u003c/span\>\u003c/font\>\u003c/p\>\n\n\u003c/div\>\n\n\u003cdiv\>\n\n\u003cp\>\u003cfont
size\u003d\"3\" face\u003d\"Times New Roman\"\>\u003cspan
style\u003d\"font-size:12.0pt\"\>
\u003c/span\>\u003c/font\>\u003c/p\>\n\n\u003c/div\>\n\n\u003cdiv\>\n\n\u003cp\>\u003cfont
size\u003d\"2\" face\u003d\"Verdana\"\>\u003cspan
style\u003d\"font-size:10.0pt;font-family:Verdana\"\>Research
Dept.\u003cbr\>\nErdikha
Elit\u003c/span\>\u003c/font\>\u003c/p\>\n\n\u003c/div\>\n\n\u003c/div\>\n\n\u003c/div\>\n\n\n",0]
); //-->Switching portofolio dari obligasi jangka panjang ke jangka
pendek
--- quote ---
---------------------------------
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