Bulan April nya baru mulai rally panjang ya pak :) Sent from my BlackBerry® smartphone from Sinyal Bagus XL, Nyambung Teruuusss...!
-----Original Message----- From: ZFQ <[email protected]> Sender: [email protected] Date: Mon, 27 Feb 2012 16:15:52 To: <[email protected]> Reply-To: [email protected] Subject: Re: [saham] Re: IHSG Usai Jumat, What is Next? setiap bulan februari IHSG pasti koreksi kok...coba aja liat historical chart thn 2009,10 & 11... sama kayak skr 2012/2/27 D Wijaya <[email protected]> > ** > > > 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. > >> > > >> > > > > > > > > >
