Kalo inflasi gede BI rate ga bisa turun malah mungkin naik n kredit akan
semakin seret kecuali bank biayai proyek2 gede macam infrastruktur. Dan yang
tertarik proyek infrastruktur biasanya hanya Bank BUMN
CMIIW
Irawan Sudarman <[EMAIL PROTECTED]> wrote: Thanks,
Elaine.
On Tue, Apr 1, 2008 at 9:02 PM, Rei <[EMAIL PROTECTED]> wrote:
Excellent EL! Thank you.
Buat para senior, apakah benar bank selama ini pemimpin kebangkitan
bursa? Saya tidak pernah perhatikan maklum kan cuma pemula...
Mbah? Pak Boyz/DE/Eka? Pendapatnya please...
Trima kasih!
--- In obrolan-bandar@yahoogroups.com, Elaine
<[EMAIL PROTECTED]> wrote:
>
> *Can listed companies beat their 2007 performance this year? cuz
most of big
> caps are heavily dependent on commodity prices (like coal, nickel,
etc) like
> inco, bumi and antm. Banks are struggling, and telcos are facing a
very
> competitive (almost unhealthy) business. I read telkomsel has
lowered its
> tariff recently.*
> **
> *Today, March inflation rate scares the hell out of investors (not
BUMI/BNI
> FR as some tought, but they add up the fear). **2007 was a golden
moment for
> IDX, but I dunno about 2008. High commodity prices is actually a
TIME BOMB
> for the overall economy. Why? Because Indonesia still imports lots
of
> things like foods and oil. The government spent lots of money on
gasoline
> import.*
> **
> *Thanks to the fed rate cut, Indonesia (people) now are poorer
than last
> year.*
> **
> *Well, don't be to pessimistic though, you still can make money
but things
> will get tougher. For more detail please view my previous post
> http://finance.groups.yahoo.com/group/obrolan-bandar/message/68336
two weeks
> ago. Tomorrow we may see a technical rebound. Sell on strength.*
> **
> *I always believe that banks are leading indicator, until these
giants
> (BBRI, BBNI, BBCA, BMRI, and others) show us some strength, I
suggest you
> save your money for something else. When It happens, you'll know
where the
> real bulls are. ^^*
> **
> *Elaine
> *
> 2008/4/1 Irawan Sudarman <[EMAIL PROTECTED]>:
>
> > Elaine,
> >
> > *apakah company performance tahun ini bisa beat 2007, apalagi
tergantung
> > dengan commodity price?
> > *
> > Saya engga nangkap kalimatnya. Would you write the clue in
English as
> > well?
> >
> >
> > 2008/4/1 jsxtrader <[EMAIL PROTECTED]>:
> >
> > > --- In obrolan-bandar@yahoogroups.com<obrolan-bandar%
40yahoogroups.com>,
> > > Elaine
> > > <you.can.call.me.elaine@> wrote:
> > > >
> > > > *Lebih baik Elaine pura-pura baik atau pura-pura jahat..?
Sorry, tidak
> > >
> > > > penting ya ^^ Seriously Elaine baca posting Embah tadi malam
dan cukup
> > > > surprised lihat Embah confident sekali dengan BUMI. Kemarin
hari
> > > Elaine
> > > > sudah kasih clue tentang FR BUMI, tapi demi hormati Embah
Elaine tidak
> > > > berani counter.. ^^ takut di banned ^^
> > > >
> > >
> > > Hmmm.., kemarin malem saya juga mencoba bertanya ke Mbah utk
cross
> > > check apakah benar pd tgl 28/03 bandar akumulasi BUMI? karena
saya liat
> > > hari itu malah bandar jualan..., tapi mungkin posting saya
ngga kebaca
> > > Mbah.
> > >
> > > Salam,
> > > JsxTrader
> > >
> > >
> >
> >
>
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