hah??? ternyata ada yg baca ya?? gw pikir kebanyakan terbius dgn tulisan inggrisnya yg njlimet n berbunga2, keq si pendendam kemarin itu.
bagi gw pribadi, analisa + keq pegi ke dukun, terlalu mistis n bahasanya terlalu ngambang, timeframenya ga jelas, biasanya ga gw baca, pas + posting BRPT gw baruu gw kebat2, takut BRPTnya nyungsruk... hoki udah cuan skr, hehehehe no offence for + fans, its just my opinion, bentar lage digebukin pendukung + nih, mending liat porto ah.... On 5/18/11, [email protected] <[email protected]> wrote: > Hahahahhahaa.. > Oke lah, belakangan ini si + kalo kasih post disertai dgn alasannya..ga kaya > dulu..kita hargai lah itu. > Tinggal kita cek aja kebenaran alasannya hehehee :) > Sent from my AXIS Worry Free BlackBerry® smartphone > > -----Original Message----- > From: [email protected] > Sender: [email protected] > Date: Wed, 18 May 2011 06:27:45 > To: <[email protected]> > Reply-To: [email protected] > Subject: Re: [saham] The Why Re: update: INDY for DOID, and a bit smile for > SMCB > > Mas kok inggrisnya ada bahas arisan, jd makin bingung > -----Original Message----- > From: positif01 <[email protected]> > Sender: [email protected] > Date: Wed, 18 May 2011 13:23:59 > Reply-To: [email protected] > Subject: [saham] The Why Re: update: INDY for DOID, and a bit smile for > SMCB > > Why, that is the hot question hovering many minds who came in direct > contact > with us when we released "strong sell" for INDY and made a "shift" to DOID, > and in addition, gave a slight clue for SMCB prospect. > > The answer is not as simple as you might have thought, but we would attempt > to make it simple. We start this way. Get ready? > > We quoted from Bloomberg yesterday without providing any further hint. This > what they said, "Some stocks in the Asia-Pacific region fell after > receiving > notice that they will be deleted from MSCI country indexes at the end of > the > month." ( > http://www.bloomberg.com/news/2011-05-17/asian-mining-stocks-rise-after-copper-gains-japan-shares-slide-on-tepco.html > ) > > Now, you know where it is heading to. > > Established in 1968, MSCI (intially standing for MorganStanley and Capital > International) indices have been long known as the first set of global > stock > market indices for non-U.S. markets. Country-specific indices, such as MSCI > Indonesia Investable Market Index, has become the most leading provider of > investment decision support tools to over 5,000 clients worldwide, ranging > from large pension plans to boutique hedge funds. So, having got into or > taken out of MSCI indices is like being recommended for a job or not. MSCI > indices are like friends of friends of friends. The only problem which > should be worth concern is that these friends are not just ordinary > friends, > they are all big pockets. Like you in doing "arisan", you talk to each > other > what you have inside and what you have left off. > > MSCI indices, such as MSCI Indonesia Investable Market Index, are not LQ45 > or local exchange-issued indices so on. It is the impact that really > matters. All big international brokerage houses, hedge funds, institutional > players, Buffet should also be included, when they talk about Indonesia as > Goldman's Jim O'Neill BRIC term is extended to include Indonesia, MSCI > investable index is the first thing pop up into their minds. > > The impact of being included or take out of the list is further complicated > by the fact that alternative investment vehicle like mutual funds or ETFs > even simply mimicking what these leading world indices have in their > constituents. This is what they called "passive investing". As the indices > are getting rebalanced or reconstituted every certain period of time, all > relevant holdings of these investment vehicles not only should but they do > have to adjust accordingly and follow strict rule of establishment. And > think of how many global / regional mutual funds or ETFs follow this MSCI > indices. We have tens of relevant ETFs and funds with direct exposure to > the > MSCI Indonesia Investable Index, and tens or more other hedge fund and > small > boutiques who build up portfolio base on this index constituents. All of > this are hundred and thousand millions dollars. More than enough to fly and > sink any single stock within days without sorry. > > Having said that, we take this opportunity to share what our colleagues in > MSCI released yesterday, May 16, 2011, as a result of their quarterly > re-balancing. We attach here Indonesian-related items relevant to what we > have been saying. > > [image: MSCI IMI.png] > > That is why: > > 1. Sell INDY because it is withdrawn and taken out from the MSCI Index, and > as its secondary offering are approaching without any accompanied financial > strengthening/re-arrangement like DOID is doing with its creditors, market > will treat this as simply lack of external funding credentials, and to this > extent it explains in lesson 101 why secondary offering would lower the > stock price. > > 2. Maintain to buy DOID because like BRPT, DOID is maintained under the > MSCI > index. And, the successful financial arrangement with various local and > international lenders, including among other MorganStanley Bank > International Ltd. would further boost the stock price in anticipation of > the right issues. A relative strong shareholders and management behind > DOID, > including TPG and GIC, strengthen further the prospect of this company, and > this explains why all of those 8 foreign banks do not think to lose their > single penny by providing the biggest loan ever extended to an Indonesian > company within the past 2 years. And, not only that, they have just > successfully hedge their loans. (http://bataviase.co.id/node/673361 ; > http://bataviase.co.id/node/676686). All of this recent development > justifies the side talk in some trading houses overseas regarding the plan > of some ETFs such as EIDO et al to raise the weight of DOID holding into > their portfolio. > > 3. SMCB buy? What else to say, it is the only new addition to MSCI > Indonesia > index with foreign business affiliation, strong management and cash flows > and has a strong group industry relevant to the current cycle of market > amid > commodity volatilities. And, perhaps, it is another proof in line with what > Finland's JOM Fund Management's Asia equity funds recently said that they > cut their exposure to Indonesian consumer stocks because of concerns over > profit margins as food prices surge, and is instead buying construction > activities-related firms. > > Now, we rest the case of "Strong Sell" INDY, we will elaborate the case of > other two Dead Man Walking, ASII and GGRM, anytime a couple of days ahead. > We will start with GGRM. > > '+' > > On Tue, May 17, 2011 at 6:29 PM, positif01 <[email protected]> wrote: > >> Good evening Indonesian happy holidayers, our warm regard from across the >> Atlantic, >> >> We just want to drop a short message that who has sold INDY (Indika >> Energy) >> on Monday prior to the holiday would highly possibly be making a correct >> trading/investing decision. Those who did not may save the a few times >> before the end of May to save the corresponding stake in their portfolio >> or >> shift it to the soon-running after DOID (Delta Dunia Makmur). >> >> Why and how? Well, it is still holiday anyway there in Indonesia, we do >> not >> want to bother and rob the happiness you might have felt at this relaxing >> moment, and we are also intrigued by knowing what local media would tell >> the >> news before we finally do tomorrow. Again, no rules are broken here. >> No Rajaratnam's octopussy network of insider trading. This is a >> legitimate >> knowledge though not everybody knows it as fast as a few of us here can. >> One >> other thing, we are keen to watch and read in case one among you want to >> present the "buying" case for INDY using whatever technical and >> fundamental >> approach you may deliver. >> >> Last but not least, there will be some happiness too for those who buy on >> the weakness for Holcim Indonesia, SMCB. >> >> Enjoy your holiday's meal. >> >> '+' >> > > ------------------------------------ Kunjungi situs http://www.info-saham.com untuk informasi seputar saham. SEMUA POSTING DI MILIS INI TANGGUNG JAWAB PENGIRIM EMAIL DAN BUKAN ADMIN MILIS. SEMUA POSTING DI MILIS INI BUKAN UNTUK MENGAJAK MEMBELI ATAU MENJUAL EFEK. SETIAP KEPUTUSAN INVESTASI MENJADI TANGGUNG JAWAB PIHAK PEMILIK INVESTASI ATAU PEMILIK MODAL. [email protected] untuk berhenti dari milis saham [email protected] untuk bergabung ke milis saham Yahoo! 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