saya masih terus beli ASII sesuai kemampuan ... the lower the price the better ... one of the best performing issuers over the last 5 years ... jangan lupa PTBA juga tuh ...
On 6/3/11, positif01 <[email protected]> wrote: > Reasonable profitable trading/investing prospect of 2011, ASII and Banks? > (look at the bottom of this note). > > The major US market averages finished June 1 near their worst levels of the > session, with all three losing close to 2.3%. > > *Financial shares lagged the broader market, and were the worst performing > sector* within the S&P 500. As a whole the group *lost 3.5%*, *with US > leading bank index (KBW Bank Index) slumped -4,11%*. Even though, there was > a fractional improvement this morning of US financial sector market average > for +0,2%, it was a little tiny recoup compared the loss on Wed. Meanwhile, > *NASDAQ OMX Global Coal Index*, consisting of 29 coal producers > worldwide, *only > dropped -0,62%* during the US harsh down slide on Wed. Its decline added > this morning simply due to adjustment of non-US coal producers to the US > down slide the day before. > > *Past weeks diary:* > > -May 26, Goldman Sachs: Lower US S&P 500 year-end 2011 price target to 1450 > from 1500, and emphasize at sector level the largest changes in earnings > estimates for $2 *increase in Energy* 2012 EPS and a $2 *decrease in > Financials *earnings and a *smaller negative revision to Consumer > Discretionary*. > > -May 27, Morgan Stanley: Downgrade Indonesian equities to UW (underweight) > or commonly known as "Sell" following the same status for Thai equities on > May 25. At the same time, Morgan Stanley announced to include Indonesian > coal producer, PT Indo Tambangraya Megah (ITMG) replacing Perusahaan Gas > Negara (PGN), into its Equity Strategy Focus List for GEMs (Global Emerging > Markets) and APxJ (Asia Pacific ex Japan), each consists of 20 tight > selected stock only. GEMs is based on MSCI Emerging Market Index covering 21 > countries, while APxJ is based on MSCI AC (All Country) Asia ex Japan Index > covering 10 developed and emerging market country. > > May 27, Goldman Sachs: Upgrade Indonesian-led ASEAN coal industry to Neutral > from Cautious. At the same time, Goldman Sachs raised all Indonesian coal > producers target prices. > > *Target Price (TP)* > * > * > Trading houses set fundamental target price to be reached within 12-month. > The target describes if there is upside or downside potential within a year. > If a stock price is under the TP, potential upside remains. If a stock price > is above the TP, no potential upside left, downside is expected. If a stock > price is precisely or at narrow band of TP, significant gain potential > percentage should be set for the remainder 6 months, waiting period of 2011 > trading year. > > *ASII* > > -Goldman Sachs TP in our previous posting ( > http://groups.yahoo.com/group/saham/message/118287): IDR49,000, as seen at > the following chart. ASII latest closing price IDR, June 1, IDR59,100. > Objectively *expensive*, OR reasonably profitably *cheap* for holding? > > [image: GS-ASII TP (March 2011).png] > > > *Banks* > * > * > We do not go specific with each Indo bank, but careful insight into majority > of listed banks has long alerted a shaky ground. As you can see in the > comparison chart below between MSCI Emerging Markets Banks (*orange line*) > versus MSCI Indonesian Financial (*green line*), which consists nothing but > Indo Banks, you will find that historically these two major indices have > never decoupled or disparate quite long more than 2 or 3 months. Find which > direction, MSCI Indo Banks will take the coming weeks, up or down? Is it a > gap up or gap down with MSCI Emerging Markets Banks? > > [image: MSCI Emerging Bank vs MSCI Indo Finance (May 2011).JPG] > > '+' > ------------------------------------ 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! Groups Links <*> To visit your group on the web, go to: http://groups.yahoo.com/group/saham/ <*> Your email settings: Individual Email | Traditional <*> To change settings online go to: http://groups.yahoo.com/group/saham/join (Yahoo! ID required) <*> To change settings via email: [email protected] [email protected] <*> To unsubscribe from this group, send an email to: [email protected] <*> Your use of Yahoo! Groups is subject to: http://docs.yahoo.com/info/terms/
