Ayo.... Selama ikut "fatwa" Bank Indonesia untuk semester ke-2 ke depan, buying conviction masih in progress. "Fatwa" Bank Indonesia kami posting pagi tadi, dan bisa di baca pada post di bawah ini, dengan judul: Bank Indonesia "Berikan" Arah Sektoral Saham: Hindari otomotif, properti, leasing dan perbankan - Reuters: Indonesia cbank studies possible limits on property, auto loans '+'
2011/8/3 positif01 <[email protected]> > Jika para investors/traders bursa saham Cina mendengarkan dan menyimak > baik-baik arahan/indikasi 'tightening policy' Bank Sentral Cina pada awal > tahun 2010 lalu maka selamatlah mereka dari jebakan 'downtrend' price action > saham-saham properti dan bank. > > Bagaimana dengan Indonesia memasuki semester ke-2 2011 ini? Bank Indonesia > sudah memulai 'test the water' dengan sounding indikasi 'tightening policy' > tanpa memasuki kebijakan penentuan suku bunga, tetapi langsung masuk kepada > sektor/grup industri yang rentan akan potensi bubble/NPL. Headlines berita > yang sudah masuk pada coverage internasional seperti Reuters meneruskan > pesan Bank Indonesia tersebut dengan rencana pembatasan pinjaman konsumtif > pada grup industri kendaraan bermotor dan properti. > > Bank Indonesia secara tidak langsung telah menjadi salah satu analis saham > yang pandangannya akan paling banyak diikuti pelaku pasar. Dan, bottomline > interpretasi relevan dari pesan/rencana Bank Indonesia ini adalah hindari > saham sektor/grup industri otomotif, properti, leasing dan perbankan itu > sendiri memasuki semester ke-2 2011. > > Indonesia cbank studies possible limits on property, auto loans > > JAKARTA, Aug 2 (Reuters) - Indonesia's central bank might impose rules to > trim rapid loan growth in sectors such as property and autos. > > Officials have said they are considering a system under which a bank's > lending to a sector cannot exceed a certain percentage of the value of the > goods being obtained. > > The move signals that Bank Indonesia is considering ways to tighten policy > without lifting interest rates to cool an economy seen growing nearly 7 > percent this year. > > An Indonesian real estate association said a move by the central bank to > contain lending may hurt middle-class buyers who dominate the consumer > property market, as well as the industry. House downpayments now average > only 10-20 percent. If the central bank imposes a higher cap for > downpayment, the industry will stop and banks will be in trouble. > > If Bank Indonesia set a cap at 30 percent for auto downpayment, then it > will mean lower vehicle demand, and banks will also reduce funding to > leasing company. > > Lengkap: > http://www.reuters.com/article/2011/08/02/indonesia-economy-lending-idUSL3E7J209120110802 > > '+' >
