Kasi toleransi sampai besok, kalo masih gak mau naik ya apa boleh buat hehehe....
On 2/27/12, kangduren <[email protected]> wrote: > banking yg small cap bertahan. > > --- In [email protected], D Wijaya <stocksucker@...> wrote: >> >> Hari ini jika BANKING jalan, semua duit akan kumpul kesana, kalo >> jalan, kalo enggak duitnya juga kumpul disana, cuman posisinya di bid >> hehehe.... >> >> On 2/27/12, positif01 <positif01@...> wrote: >> > [image: Inline image 1] >> > >> > Sejumlah pihak masih penasaran dan banyak bertanya apa gerangan yang >> > terjadi pada Jumat kemarin hingga IHSG terkoreksi -1,6% menyentuh level >> > terendah 7-minggu. >> > * >> > * >> > *Reuters, 24 Peb.*: >> > *Indonesia lost 1.6 percent to hit a near seven-week low after its >> > central >> > bank governor said inflation will rise above 5.5 percent this year if >> > the >> > government raises subsidised **fuel prices by more than 1,000 rupiah >> > ($0.11) a litre.* >> > >> > Sejauh mana pasar telah bereaksi terhadap menghangatnya pemotongan >> > subsidi? >> > Cukupkah? >> > *NYSE, 24 Peb.*: >> > Merespon penurunan IHSG Jumat, ETF saham-saham *big-caps* Indonesia yang >> > diperdagangkan di NYSE, IDX <http://finance.yahoo.com/q?s=IDX> dan >> > EIDO<http://finance.yahoo.com/q?s=EIDO>masing-masing >> > melemah -2,39% dan -3%. Yang menarik, volume perdagangan yang biasa saja >> > dan tidak menunjukkan *spike*naik drastis, mengindikasikan *no >> > conviction* terhadap >> > tekanan harga. >> > >> > Bagaimana pandangan teknis riset pasar terhadap implikasi pemotongan >> > subsidi yang mendorong kenaikan laju inflasi? >> > >> > *Market Status Indonesia* sudah kami *broadcast* *"market under >> > pressure"* >> > per >> > 07 Peb. dan kembali diturunkan menjadi *"market in correction"* per 16 >> > Peb. >> > >> > [image: Inline image 1] >> > >> > Masuk dalam *timeline* penyesuaian market status tersebut adalah >> > rekomendasi *downgrade Indonesia Market* dari, di antaranya, Credit >> > Suisse >> > dan J.P. Morgan. Pemotongan subsidi BBM dan antisipasi inflasi sudah >> > menjadi basis pertimbangan dalam penyesuaian *market status/downgrade*. >> > Bukan hal baru. >> > >> > [image: Inline image 2] >> > Jika demikian, bagaimana pasar bersiap menghadapi minggu-minggu >> > selanjutnya? Maju atau mundur? >> > >> > *Highlights* dari J.P. Morgan yang kami *broadcast* sebelumnya sudah >> > cukup >> > jelas menjawab antisipasi pasar ke depan, apakah retreat yang menyertai >> > naiknya *concerns* mengenai BBM dan inflasi ini merupakan *permanent >> > exit >> > signal* atau *buying opportunity*. >> > >> > J.P. Morgan, Indonesia Strategy, 17 Peb.: >> > *Although underperformers YTD, Indonesian equities are still within 7% >> > of >> > their all-time high. We sense that underperformance and the subdued >> > market >> > response to policy action has led to investors evaluating risks, which >> > in conjunction with the 20% P/E premium to the region may weigh on >> > performance further. We see some similarities to conditions in 4Q10, >> > when >> > underperformance was followed by a correction, which ultimately proved >> > to >> > be a buying opportunity. Fund flows have turned negative in the last >> > fortnight, and our in-house index of investor interest reinforces >> > the possibility of an imminent correction.* >> > >> > Financial Times, 24 Peb.: >> > *The historical record suggests investors should look forward to a cut >> > in >> > subsidies. Equities jumped during past petrol price hikes in 2005 and >> > 2008 >> > as investors were optimistic the government would use the savings for >> > infrastructure-related spending, they say. This time, with the land >> > reform >> > in hand, that spending could even start to come through.* >> > >> > *Specifically, what to do in short term?* >> > >> > Bloomberg, 24 Peb.: >> > *Investors will have to rebalance portfolios, selling stocks that are >> > inflation- and interest-rate sensitive.* >> > -- >> > '+' >> > >> > Follow positif01indo on Twitter: https://twitter.com/#!/positif01indo >> > >> > Persetujuan *request followers* baru diberikan hanya satu kali tiap >> > akhir >> > kuartal maks 500 *request */ diskresi kami. >> > >> > > > ------------------------------------ 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. 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