Property bukannya bisa jd alternative Bro ? On Fri, May 6, 2011 at 3:14 PM, positif01 <[email protected]> wrote:
> > > What play is left in town now? > > Smart money would find the most probable play of trading and investment > left under current circumstances by screening and highlighting those who are > benefiting from crude oil-driven commodities prices collapse. In case of > Indonesian stocks, it is definitely not the traditional picks of banks or > transportation stocks as these stocks have quite run up already from the > base and for transportation they have failed to secure strong support of > investors for the past 2 years of current primary bullish cycles. > > We currently advise our clients to look at and reap opportunistic gain from > petrochemical-related stocks. As the short-term/intermediate decrease in oil > prices, petrochemical margins are expected to grow robust in coming > quarters, and we expect this may continue for the remainder of 2011. The > fact that Indonesia is a net-importer of most petrochemical products would > then add more into calculations. Petrochemical-related Indonesian stocks > would include a few names from the giant PT Barito Pacific, Tbk to other > similar but smaller sized companies, and a few companies which rely their > most raw materials from petrochemical products such as PT Indopoly Swakarsa > Industry, Tbk. All of this petrochemical sub-sector is a few from those are > left and lagged in Indonesian stock market, thus open an arguably > prospective buying opportunity for at least the remainder of 2011. Please, > note that these are all opportunistic buying and should be watched closely > for the time being. > > '+' > > >
