;d. Storm probably just simply misunderstood. JPM mau trading batubara-nya (using "nya"), tidak selalu berarti dengan perusahaan-nya (different meaning of "nya"). Even so, JPM recommend to buy BUMI, we do not follow that as we have our own conviction sell so far, including ADRO which even gets worse.
One other thing adalah, naik turun harga saham implikasinya terhadap pemegang saham, tidak ada konektivitas secara langsung kepada manajemen dan operasional perusahaan kecuali terkait leverage pendanaan. Jadi, meski impossible BUMI ke IDR1,000 atau ADRO ke IDR750, toh BUMI dengan harga lowest IDR385 ketika krisis finansial 2008, tetaplah BUMI yang sama dengan harga IDR3,000-an saat ini. Coba tanya ke karyawan BUMI, harga perusahaan Anda naik turun bagaimana? Mereka akan jawab, "who cares?". They do not lose anything. So, who do really care? Only the losing shareholders. :d '+' On Fri, May 27, 2011 at 4:17 PM, Storm Warrior <[email protected]>wrote: > > > > Heheh... haiii ;) > > Tadi si GS suruh bilang SELL ADRO yah TP 1900 ? sekarang BK bilang coal > long term bullish, seperti saya bilang td, satu bilang sell , satu bilang > buy. itu lah market.... biasa. > > Tar coba kita lihat siapa yg kuat POWER DUIT nya ( bukan DOID, jgn salah > tafsir heheheh... ) kalo DOID kasi 1000 ya, tar saya bantu.. masukin bengkel > poles sana sini, biar jadi ferari hehehe... hahaha.... :)) > > Met kenal ;) dan salut buat mu... tosss !!! > > > --- On *Fri, 5/27/11, positif01 <[email protected]>* wrote: > > > From: positif01 <[email protected]> > Subject: [saham] JPMorgan Asia targets growth in energy, metals trade > To: > Date: Friday, May 27, 2011, 8:51 AM > > > > > (Reuters) - JPMorgan Chase & Co > (JPM.N<http://www.reuters.com/finance/stocks/overview?symbol=JPM.N>) > plans to expand its physical trading activity in China's oil market, > Indonesia's > coal sector and across Asian metals to cash in on what it sees as a > long-term bull market, the head of the bank's Asian commodities unit said. > > In Indonesia <http://www.reuters.com/places/indonesia>, the world's top > exporter of coal for power generation, JPMorgan is looking for coal purchase > contracts as part of a move to grow its physical trade, Eyles said. The bank > is also looking at opportunities to supply fuel to the country's commodities > producers, he added. > > > http://www.reuters.com/article/2011/05/27/businesspro-us-jpmorgan-asia-commodities-idUSTRE74Q0XT20110527 > > '+' > > >
