tuch liat APBN yg dihajar harga minyak dan semua multiplier effect-nya Pada tanggal 29/03/08, mulai.kaya.nih <[EMAIL PROTECTED]> menulis: > > Not so sure about : High commodity/strong dollar = bad > for idx and indonesia economy in the long term. > Argument : > > 1. Kalau di cek komposisi export maka bisa dilihat > pengaruh naiknya harga komoditi ke kondisi perusahaan > indonesia equal + secara umum. Yang susah yah > perusahaan textile, keramik, dan lain-2 itulah. Pada > bangkrut terus buruh-2 nya diberhentiin deh. > 2. Harga komoditi naik ==> production cost naik.. > = who's bloddy care ??? Kalau pake harga McDonald > production cost indonesia masih kemurahan. Yang mahal > itu biaya lain-2 itulah... > 3. Strong Dollar = High commodity price ?? apa gak > keliru ya ? Jika commodity naik maka dollar akan > turun kan ya ??? (in term pf Rp. x USS). > 4. Yang kejadian saat ini kayaknya price sticky-ness > yang kelepas dari elasitisitas sementara, dan bikin > elasitisitas baru. > 5. Yang susah yah memang orang-2 yang gak bisa elastis > ya... contohnya petani gurem, peminta-minta, kuli > bangunan, etc. But again, who's bloody care about them > ?? Let gov take care of them, and leave i to make me > own living..... ha ha ha.... > > > But honestly, high commodity prices and strong > > dollar IS A VERY BAD > > COMBINATION FOR INDONESIA ECONOMY in the long run. > > > > Embah, thanks for the challenge, love it. You're > > still the best. > > > > Elaine* > > > > 2008/3/28 jsx_consultant > > <[EMAIL PROTECTED] <jsx-consultant%40centrin.net.id>>: > > > > > EL, > > > > > > If you look at my CAPITAL FLOW graphic, you will > > see that > > > BIG BROTHER has already COME BACK to BEI. They > > COME BACK > > > after 30 days of consecutive stock DUMPING to the > > market. > > > > > > When they COME BACK, I am SURE they HAD already > > CALCULATE the > > > RISK and REWARD. And because they are BIG, they > > have the > > > CAPABILITY to cope with intraday index NOISE > > caused by > > > US news. > > > > > > Yesterday, I thought you were thingking as I did > > when > > > you can predict correctly the ihsg rebound. > > > > > > Yang sekarang masih MENGGANJAL ialah: > > > - KURANG BESARnya FUND dari BB yg sudah kembali ke > > BEI, > > > jadi BUMPER nya ENGGA cukup gede untuk menghadapi > > BERITA YG > > > SANGAT NEGATIF. > > > > > > Jadi masuknya BB ke BUMI hari ini dan seterusnya > > SANGAT > > > DIPERLUKAN untuk menjadi BUMPER jika keadaan > > MEMBURUK > > > LAGI... > > > > > > Adanya BUMPER punya si BB membuat IHSG menjadi > > lebih resistant > > > terhadap keadaan di US karena BB akan melindungi > > investasi > > > yang baru masuk beberapa hari ini. > > > > > > Jadi yg penting sekarang: > > > - FUND harus masuk lagi untuk mengimbangi IHSG yg > > TECHNICAL > > > rebound duluan ke F.R. 38%. Sehingga rebound > > teknis menjadi > > > FUNDAMENTAL rebound yg kuat menghadapi goncangan. > > > - IHSG tidak boleh naik terlalu cepat. > > > - Setiap kenaikan IHSG harus diimbangi dengan > > INFLOW yg > > > seimbang. > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > --- In obrolan-bandar@yahoogroups.com<obrolan-bandar%40yahoogroups.com>, > Elaine > > > <[EMAIL PROTECTED]> wrote: > > > > > > > > *Very funny, Dean. lol ok I lost today, happy > > now? I guess Asian > > > markets now > > > > are getting more resistant to what's going on in > > US. At least I was > > > brave > > > > enough to answer Embah's challenge, right? :) > > > > > > > > Elaine* > > > > > > > > 2008/3/28 Dean Earwicker <[EMAIL PROTECTED]>: > > > > > > > > > Salah ketik kali maksudnya +20 hehe > > > > > > > > > > ngeles.net > > > > > > > > > > tapi gpp, saya dulu juga suka main > > tebak-tebakan gitu.. untung > > > kagak > > > > > disuruh nungging ahaha.. > > > > > > > > > > Regards, > > > > > DE > > > > > > > > > > 2008/3/28 arnold <[EMAIL PROTECTED]>: > > > > > > > > > > > > > > > > > katanya ada yg mau bikin -20 > > > > > > > > > > > > kalau salah suruh nungging aja..! :) > > > > > > > > > > > > salam > > > > > > mrA > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > ------------------------------------ > > > > > > + + > > > + + + + + > > > Mohon saat meREPLY posting, text dari posting lama > > dihapus > > > kecuali diperlukan agar CONTEXTnya jelas. > > > + + + + + > > > + +Yahoo! Groups Links > > > > > > > > > > > > > > > > __________________________________________________________ > Be a better friend, newshound, and > know-it-all with Yahoo! Mobile. Try it now. > http://mobile.yahoo.com/;_ylt=Ahu06i62sR8HDtDypao8Wcj9tAcJ > > >
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