okelah, thx om positif, cuan 5% hari ini dri BISI nya..nanti klo ngbanting jangnan dalem2, kasian yg lain, heheheehe..piss..
--- In [email protected], positif01 <positif01@...> wrote: > > Very simple: confident and look beyond intraday volatility, you will end up > with end-of-day nice fact. Look the commo update chart below Chart 1). So > sorry those who cut losses short in this volatile market. Bernanke is > coming? Stay cautious with CPO as you see in the chart, it will not join the > wagon. > > Chart 1 (Selective Soft Commo EOD, July 12) > [image: Selective Commo (July 12).png] > '+' > > 2011/7/12 positif01 <positif01@...> > > > See EOD futures chart on July 11 below: > > [image: Futures Corn EOD (July 11).png] > > > > '+' > > > > 2011/7/11 positif01 <positif01@...> > > > >> Ekuitas boleh tertekan Jumat minggu lalu akibat ekses 'poor US jobs > >> report'. Sejumlah komoditas, khususnya hard commodity juga mengalami > >> 'pull-back pressure, minyak bumi, timah, dan lainnya'. Namun demikian, > >> sejumlah 'soft commodity', khususnya Corn/Jagung menjadi 'leader' yang > >> menantang volatilitas Jumat, dengan justru naik signfikan +3,49% untuk > >> kontrak Desember (lihat Chart 1). Kondisi ini kurang lebih meng-highlight > >> rekomendasi Morgan Stanley pada Kamis lalu, sebagaimana kami muat minggu > >> lalu pada post di bawah. > >> > >> Menguatnya 'soft commodity' di tengah sentimen negatif semester ke-2, > >> mengingatkan kepada peristiwa serupa pada 2010 jelang QE2. Komoditas saat > >> itu naik dengan didahului kenaikan soft commodity, corn dan wheat, dan > >> bukan > >> 'hard commodity' yang baru menyusul pada paruh kuartal 3. > >> > >> Sejauh prospek short-term/intermediate Jagung ke depan sebagaimana > >> disampaikan oleh Morgan Stanley untuk buy in mengantisipasi reversal > >> downtrend Juni lalu, satu-satunya saham Indonesia yang terekspos kepada > >> pertumbuhan demand/supply jagung, adalah PT Bisi International (BISI.JK) > >> yang 35% sales dihasilkan dari corn seeds terafiliasi dengan perusahaan > >> benih terbesar di dunia, Monsanto. On technical, chart BISI mengkonfirmasi > >> reversal dengan dukungan volume yang signifikan untuk mengkualifikasikannya > >> sebagai 'breakout'. Valuasi fundamental P/E forward memberikan potential > >> upside 25-40%, dengan kondisi current valuation di bawah top historical P/E > >> 10 tahun ke belakang. > >> > >> Chart 1 (penutupan Jumat, 08 Juli) > >> > >> [image: Key Commodities-Bloomberg (July 8).png] > >> > >> '+' > >> > >> On Fri, Jul 8, 2011 at 10:00 AM, positif01 <positif01@...> wrote: > >> > >>> Yesterday, Goldman Sachs and Morgan Stanley released their updated > >>> research note and said boldly to stay bullish on oil and copper on demand > >>> recovery predicting a global recovery in the second half that will push up > >>> prices. > >>> > >>> Goldman predicted Brent crude will advance to $130 a barrel in a year's > >>> time, while Morgan Stanley said it will average $120 this year, increasing > >>> to $130 in 2012. > >>> > >>> Along with their maintained bullish view on oil, Morgan Stanley > >>> specifically recommends investors to buy corn and soybeans after prices > >>> tumbled 17 percent and 6 percent last month. Morgan Stanley view the > >>> recent > >>> weakness in agriculture prices as a buying opportunity. However, both, > >>> Goldman and Morgan Stanley did not mention crude palm oil into their > >>> buying > >>> list yet. ( > >>> http://www.bloomberg.com/news/2011-07-07/goldman-morgan-stanley-stay-bullish-on-oil-copper-as-economy-to-recover.html > >>> ) > >>> > >>> Meanwhile in Indonesia, it was reported by Bloomberg that corn imports > >>> for livestock feed by Indonesia may double this year as demand increases > >>> and > >>> domestic production declines, an industry group said. ( > >>> http://www.bloomberg.com/news/2011-07-06/u-s-commodities-day-ahead-tokyo-grain-volume-may-surge-on-rice.html > >>> ) > >>> > >>> '+' > >>> > >>> > >>> > >> > >> > > > ------------------------------------ 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/
