Booming commodity prices have been an obvious fillip for the resource plays; going forward, a discerning approach will be rewarded. Coal will benefit from ongoing strength in regional demand (and supply bottlenecks) and a sharp rise in electricity demand domestically. Buy Bumi (TP: Rp1,780). CPO will see a structural supply deficit even in absentia bio-diesel, benefiting from rising volumes and prices (Buy AALI; TP: Rp20,610), and M&A activity (Buy LSIP; TP: Rp9,450). However, we believe the price of Nickel has had its day; 8.5x industry modal cash costs should see a correction in the Ni price and drag the Indo Niplays down with it. Sell ANTM (TP: Rp8,500); Sell Inco (TP: Rp45,000). Resources ... Buy AALI & LSIP and Dump ANTM and INCO
geraldus oen <[EMAIL PROTECTED]> wrote: Sekarang harga Nickel turun lagi 0.48 % menjadi USD 39.750,- --- "Hambali Mr." <[EMAIL PROTECTED]> wrote: > HALO SEMUA > Kalau anda percaya dengan hasil penelitian > Citigroup, maka jual ANTM dan INCO sekarang juga, > karena and akan rugi besar > JUAAAAAAAAAAAAAAAAAAAAAAAAL > JUAAAAAAAAAAAAAAAAAAAAAAAAAL ANTM dan INCO > Disclimer > > > geraldus oen <[EMAIL PROTECTED]> wrote: > Harga Nickel jatuh dalam boss,karena > tahun ini surplus 1000 ton > sahamnya bakal keseret lagi > > The price of nickel will probably drop by half in > coming months because of increasing supply, Alan > Heap and Alex Tonks, Sydney-based analysts for > Citigroup Inc., said June 6. There will be a surplus > of 1,000 tons this year and 48,900 tons in 2008, the > bank forecast. Supply lagged behind demand by 14,100 > tons last year, it added. > > > geraldus oen <[EMAIL PROTECTED]> wrote: > > Harga Nickel sudah kepala tiga USD 39.800/mt, > sebenar lagi sampai juga ke USD 30.000 > > > > tin berland <[EMAIL PROTECTED]> wrote: > > 201,-Ju-e > > > > Nickel saw something of a recovery in Monday's > premarket after a fall of several thousand dollars > last week, but the metal is unlikely to return to > the record levels seen over the last couple of > months, according to one London-based trader > contacted by Platts. "Nickel has recovered a little > bit today after the selloff and fall we saw last > week, prompted by the LME rule change regarding > lending," said the trader. "People were looking to > get out of their long positions after a fall of > almost $10,000, hence we saw a bit of profit-taking. > The backwardation has gone." The trader argued that > it's likely that nickel will move back to a more > realistic level of $30,000/mt, and that it will not > see record levels again this year "because of the > rumors of more nickel to come into warehouses." LME > stock levels reached 8,880 mt on Monday, up 24 mt on > Friday's level, while three-months London Metal > Exchange nickel was bid at $42,800/mt at 0831 GMT, > up $600 on Friday's close. > > > --------------------------------- > Be a better Heartthrob. Get better relationship > answers from someone who knows. > Yahoo! Answers - Check it out. > > > > > > --------------------------------- > Moody friends. Drama queens. Your life? Nope! - > their life, your story. > Play Sims Stories at Yahoo! Games. > --------------------------------- > Ready for the edge of your seat? Check out > tonight's top picks on Yahoo! TV. > > > > > > > --------------------------------- > You snooze, you lose. Get messages ASAP with > AutoCheck > in the all-new Yahoo! Mail Beta. > > > > > --------------------------------- > Kunjungi halaman depan Yahoo! Indonesia yang baru! __________________________________________________________ TV dinner still cooling? Check out "Tonight's Picks" on Yahoo! TV. http://tv.yahoo.com/ --------------------------------- Don't pick lemons. See all the new 2007 cars at Yahoo! Autos.
