No comment mbah... Kalau sampai itungan seperti itu tambah ruwet. Terlalu banyak kata "akan" & "jika". Salah satu dari "IF" tidak dipenuhi hitungannya sudah lain
Ntar kalau memang sudah jalan atau waktunya jalan...dari chart CPO juga sudah kelihatan. Kalau CPO sudah naik break downtrend channelnya....tentunya harga saham CPO akan menyesesuaikan dengan trend harga CPO. On Wed, Aug 13, 2008 at 6:29 PM, jsx_consultant < [EMAIL PROTECTED]> wrote: > Dikomentarin dong.... > > pak Halim kan ahli itung itungan, kalo bener > banyak yang mau borong saham CPO nih... > > Dan Malaysia juga udah mau menjalankan cara dibawah ini. > > Kalo dijalankan harga cpo bisa seperti di PEG keharga minyak > dengan rumus dibawah ini. > > --- In obrolan-bandar@yahoogroups.com, "golden.health" > <[EMAIL PROTECTED]> wrote: > > > > Harga CPO pasti akan naik kembali ke MYR 3500,- bilamana proyek > > Biodiesel telah berjalan. > > Tambahan lagi, dengan "membuang" sebagian CPO menjadi Biodiesel > maka > > market supply CPO bisa diatur oleh produsen untuk mencapai target > > harga yg diinginkan. Jika perlu sedikit rugi jualan Biodiesel tapi > > untung gede di CPO. > > Bagaimana pendapat teman2? > > > > Ini posting ulang thread # 100114 : > > Mbah, mari kita coba cari harga balance buat CPO jika harga oil > > US$100. > > Sebagai harga pembandingnya kita pakai harga Biodiesel yg sudah > > dipatok pemerintah sama seperti harga solar industri. > > Jika harga oil US$100,-, maka harga solar industri berkisar > Rp.9000,- > > (betul ga mbah?) > > Jika harga Biodiesel = Rp.9000,-/ltr, maka harga CPO lokal = > > Rp.8800,-/kg. Rumusannya: (9000 - 1000) x 1,1. > > Sekarang ini harga CPO lokal Rp.7000,-/kg. (lihat di www.astra- > > agro.co.id). Bukankah terlalu undervalue mbah? > > Jika harga oil stabil di US$110,-, maka harga wajar CPO lokal > > seharusnya Rp.9600,-/kg, ini setara harga di bursa malaysia MYR > > 3500,- > > CMIIW. > > Mohon pendapatnya Mbah. > > > > Salam. > > > > > > > > --- In obrolan-bandar@yahoogroups.com, "Satria Wiguna" > > <satria.wiguna@> wrote: > > Prediksi analyst ML cukup optimis jg yah? RM 4000 untuk tahun 2009. > > Thanks buat beritanya Pak :) saya kemarin dapet berita lain yg est. > > nya pesimis RM 2500 tahun 2009. Tp menurut saya mau RM 2500 atau RM > > 2300. Kinerja emiten pasti tetep lebih bagus dari 2007 dan tahun2 > > berikutnya karena output & efisiensi jg meningkat. Tp kalo bener bs > > RM > > 4000 lbh bagus, hihihihi... (masih sabar nunggu lagi SGRO Rp 2000 > > ~kalo dikasih) > > > > http://biz.thestar.com.my/news/story.asp? > > file=/2008/8/12/business/20080812113056\ > > &sec=business > > > > Tuesday August 12, 2008 MYT 3:34:27 PM > > CPO price forecast maintained at RM2,500 > > > > KUALA LUMPUR: Aseambankers Equity Research is maintaining its > average > > crude palm oil (CPO) price outlook of RM2,500 per tonne next year > and > > its expectations for 2008 at RM3,000. > > In a report released on Tuesday, it said CPO prices had averaged > > RM3,460 per tonne year-to-date and it was maintaining its view that > > CPO prices were likely to peak this year and trade at more > > sustainable > > levels in 2009. > > "Further, the present domestic political landscape is also reducing > > the attractiveness of ringgit-related investments like CPO, capping > > its upside potential," it said. > > Aseambankers Research said it was reviewing its plantation sector > > call > > after the recent sell-down in plantation stocks. > > "Battered large caps like KL Kepong and Asiatic are good long term > > bets but small caps could be sidelined should the plantation sector > > return to favour in the near term. > > "A risk to our view is the continuous unwinding of speculative > > positions by hedge funds and commodity funds that could temporarily > > push down prices of commodity like crude oil and soy oil which, in > > turn, places downside pressure on CPO price and plantation stocks > > below their fundamental values," it said. > > The research house said Malaysia's July CPO inventory level closed > at > > 1.98 million tonnes, below the historic 2.04 million tonne mark in > > June. It said the inventory level was below its expectations. > > The factors for the falling inventory level were because of the > > export > > growth to 1.4 million tonnes (25.2% on-month, 26.4% on-year) while > > production rose only 6.2% on-month to 1.56 million tonnes (up 15.0% > > on-year). > > It said the surge in exports was due to higher demand from China, > > which saw July's export at 417,907 tonnes (up 78% on-month or an > > increase of 182,957 tonnes). > > On the inventory for August, it said Malaysia's inventory could > range > > between 1.98 million to 2.07 million tonnes. > > "At 1.98m tonnes, we maintain our view that CPO inventories remain > > adequate. Entering the high production season, inventory levels > could > > re-challenge June's 2.04 million tonne record high sometime between > > August and October," it said. > > Aseambankers said in the medium term, Indonesia's mass planting > > programme, which averaged 319,000 ha per annum from 2001-06 should > > reach full maturity over the next two years and result in a surge in > > CPO production fuelling further downward pressure on CPO prices next > > year. > > > > > > On 8/13/08, Hendra Susanto <hendra.soesanto@> wrote: > > > ini beritanya pak.. bentar lagi masa panen CPO berakhir, > > kemungkinannya > > > setelah panen selesai, harga CPO baru mulai menanjak kembali... > > > > > > > > > > > > *CPO* > > > USDA's forecast of soybean output of 80.8mt in Oct-Nov harvest is > > slightly > > > below consensus' 81.9mt. The est' indicates that supply will > > remain tight > > > till fall 2009 and inventory will not recover above the 2.5-weeks > > level > > > (historical avg of 8-weeks). In addition, the flood in mid-West > in > > June > > > delayed soybean planting by 2-4 weeks, which may expose soybean > to > > frost > > > risk and potential damage to the crop.* Jeffrey Ng believes the > > worst is > > > over and agriculture prices may rebound to their fundamental > > levels*. He > > > expects the near-term CPO trading range at RM3,200-3,400/mt for > > the rest of > > > 2008, indicating an upside from here. He remains comfortable with > > his 2009 > > > CPO target of RM4,000/mt as the increased supply is insufficient > > to ease the > > > current balance tightness. > > > > > > > > > ------------------------------------ > > + + > + + + + + > Mohon saat meREPLY posting, text dari posting lama dihapus > kecuali diperlukan agar CONTEXTnya jelas. > + + + + + > + +Yahoo! Groups Links > > > >
