Pilih yang paling tertekan ('depressed') selama intermediate correction,
while they are the most-sensitive to inflationary environment atau merespon
positif inflasi.Rekomendasi utama yang mau memanfaatkan upswing signficant, coal (batubara). Agreed with UBS, avoid BUMI, forget ADRO, stick with other available, preferably DOID and glorius ITMG, on earnings guidance. Panel indikator coal price and coal stocks global positif terhitung kemarin. Reversal mode on. We are talking about investment. '+'
