mr + hanya mengatakan saham pgas dan antm masuk daftar short sell asing berarti
saham tsb akan turun tetapi 3 hari kemudian akan naik kembali karena asing
harus buyback saham yg telah di short sell. Seperti fren-w karena dishort sell
malah jadi naik gila gilaan.
http://www.facebook.com/hakie1
----- Original Message -----
From: kangduren
To: [email protected]
Sent: Wednesday, February 29, 2012 4:31 PM
Subject: [saham] Re: Standard & Poor: Indonesia Update - Infrastruktur & PGAS
maksudnya? dipublish sell, tp utk nasabah mrk buy?
ane blg sebelonnya info mr + sih first hand tp pakenya?
hslnya kontra....
apa gitu cr pakenya? pusing, mending liat posting anggota milis laen deh,
mantep......
--- In [email protected], Satriyo Pranoto <satriyo.pranoto@...> wrote:
>
> Ada study bilang bahwa stocks yg direkomendasikan sell oleh institusi
> ternama, malah outperform mereka yang direkomendasikan buy/hold...
>
> Jadi, posting pak Post justru sangat2 berguna..begitu ada rekomend
> sell..langsung pantengin hehehe.... Trust your chart...
>
> Langganan rekomendasi JPM,CS, dll itu mahal..jadi perlu berterimakasih
> Pak Pos mau sharing2... Saya juga jadi belajar ttg VIX heheheh..keren
> tuh..walau ndak begitu applicable ke IHSG..mungkin ke global iya
>
> Btw, kalo in-house analyst institusi asing, apakah juga pake e-trading
> sih? Beberapa screenshot Pak Post kok saya lihat mirip HOTs
> heheh...saya ngiranya pake Bloomberg box yang pop up kiri kanan dgn
> info2 terkini ttg market...
>
> Sorry lho pak post..thanks for postings..keep it up.
>
> salam,
> satriyo
>
>
>
> On 2/29/12, katrin <kusumok@...> wrote:
> > Loh itu kan yang "Buy Ticket Online" ???? :d
> >
> >
> > sent with love®
> >
> > -----Original Message-----
> > From: Ruben Sentana <ruben.sentana@...>
> > Sender: [email protected]
> > Date: Wed, 29 Feb 2012 16:10:21
> > To: <[email protected]>
> > Reply-To: [email protected]
> > Subject: Re: [saham] Re: Standard & Poor: Indonesia Update -
Infrastruktur &
> > PGAS
> >
> > Kang, maksudnya mungkin trit yg ini ya:
> > http://groups.yahoo.com/group/saham/message/144302
> >
> > On Wed, Feb 29, 2012 at 3:46 PM, kangduren <kangduren@...> wrote:
> >
> >> **
> >>
> >>
> >> ga usah ditanggep neng, ane nulis juga cuma ksh unjuk kalo dump dan AVOID
> >> PGAS dan ANTM nyatanya naik...
> >> basher......
> >>
> >>
> >> --- In [email protected], katrin <kusumok@> wrote:
> >> >
> >> > loh analisa toh ?????? kirain si mpos itu lagi belajar tulis menulis :d
> >> >
> >> >
> >> >
> >> >
> >> > 2012/2/29 Donald Trump <donald.trump189@>
> >> >
> >> > > **
> >>
> >> > >
> >> > >
> >> > > Mr pos analisanya kelas dunia. Layak di percaya. 9 dari 10 tepat
> >> sekali.
> >> > > On Feb 29, 2012 12:51 PM, "kangduren" <kangduren@> wrote:
> >> > >
> >> > >> **
> >>
> >> > >>
> >> > >>
> >> > >> ga ada maksud subjektif dr saya, cuma supaya milis kondusif :D
> >> > >> yg baca trit ini dan trit
> >> > >> tgl 19 januari 2012
> >> > >> http://groups.yahoo.com/group/saham/message/148111
> >> > >> cuma bisa ahhh, ohhh....
> >> > >> rekomendasi keren2 bloomberg, jpmorgan, sp dll. artinya ga semua
> >> > >> bisa
> >> > >> dipercaya kalo dikomparasi PGAS nya, ANTM apalagi
> >> > >> penasaran sebenernya mr Pos filter lagi ga rekomendasi analis
> >> > >> setelah
> >> > >> kejadian berkali2 'aneh'?
> >> > >>
> >> > >> --- In [email protected], positif01 <positif01@> wrote:
> >> > >> >
> >> > >> > Sudah follow up pagi tadi, tweet berikut sebelum *pre-opening*?
> >> > >> >
> >> > >> > [image: Inline image 1]
> >> > >> >
> >> > >> > *Standard & Poor: Indonesia Update - Infrastruktur & PGAS*
> >> > >> >
> >> > >> > Lembaga pemeringkat paling terkemuka di dunia, Standard & Poor
> >> ("S&P),
> >> > >> > kemarin sore merilis laporan yang berjudul "*Greater Investement
> >> > >> > in
> >> > >> > Infrastructure Could Rev Up Indonesia's Growth
> >> > >> > Engine*<
> >> > >>
> >>
http://www.alacrastore.com/research/s-and-p-credit-research-Sector_Review_Greater_Investment_In_Infrastructure_Could_Rev_Up_Indonesia_s_Growth_Engine-940058
> >> > >> >".
> >> > >> > Laporan yang menjadi semacam catatan pendahuluan terkait rencana
> >> > >> > *upgrade* peringkat
> >> > >> > Indonesia menjadi *investment grade* dari S&P yang menjadi lembaga
> >> > >> > pemeringkat teratas yang belum melakukan *upgrade* ini, kembali
> >> > >> > menggarisbawahi salah satu isu *bottleneck* pertumbuhan ekonomi
> >> > >> Indonesia:
> >> > >> > Infrastruktur.
> >> > >> >
> >> > >> > S&P mengingatkan bagaimana program investasi infrastruktur
> >> > >> > berskala
> >> > >> besar
> >> > >> > yang dipimpin oleh Presiden Soeharto sebelum krisis keuangan Asia
> >> > >> > 1997-1998, menjadi penyangga pertumbuhan *real GDP* Indonesia saat
> >> itu
> >> > >> yang
> >> > >> > berada pada kisaran rata-rata 8%. Setelah krisis, praktis
> >> pertumbuhan
> >> > >> > Indonesia ditopang oleh konsumsi domestik yang telah
> >> > >> > mempertahankan
> >> > >> > pertumbuhan tahunan 5-6%, sementara belanja modal Indonesia justru
> >> > >> menurun.
> >> > >> >
> >> > >> > S&P lebih jauh menegaskan:
> >> > >> >
> >> > >> > *Demand for alleviating infrastructure bottlenecks appears strong,
> >> given
> >> > >> > the government recently unveiled more ambitious growth targets.
> >> > >> > The
> >> > >> > government also is starting to create a more robust regulatory
> >> framework
> >> > >> > for infrastructure projects.*
> >> > >> > *
> >> > >> > *
> >> > >> > *The improving conditions have strengthened the credit profiles of
> >> two
> >> > >> > major infrastructure companies in Indonesia. In April 2011,
> >> Standard &
> >> > >> > Poor's upgraded PT Perusahaan Gas Negara (Persero) Tbk.
> >> (BB+/Stable/--)
> >> > >> > when we raised the sovereign credit rating on Indonesia
> >> (BB+/Positive/B;
> >> > >> > axBBB+/axA-2). Later in the year, we raised the stand-alone credit
> >> > >> profile
> >> > >> > of PT Perusahaan Listrik Negara (Persero) (PLN; BB/Stable/--) to
> >> reflect
> >> > >> > the company's improving cash flows.*
> >> > >> > *
> >> > >> > *
> >> > >> > *Although some risks can become roadblocks to development of the
> >> > >> > infrastructure sector, the government has plans to alleviate the
> >> > >> persistent
> >> > >> > infrastructure bottlenecks, with a focus on power and
> >> transportation. At
> >> > >> > the same time, we see a strong opportunity for investment from the
> >> > >> private
> >> > >> > sector to bridge the funding gap in the infrastructure sector.*
> >> > >> > *
> >> > >> > *
> >> > >> > *The government has passed a land acquisition law, which
> >> significantly
> >> > >> > reduces uncertainties around the costs and timing for land
> >> acquisitions
> >> > >> and
> >> > >> > allows project participants to determine appropriately sized
> >> contingency
> >> > >> > funds for projects.*
> >> > >> > *
> >> > >> > *
> >> > >> > *We believe the political will to create a sustainable framework
> >> > >> > for
> >> > >> > private-sector participation will be pivotal to attracting more
> >> > >> long-term
> >> > >> > foreign direct investments to expand Indonesia's infrastructure
> >> sector.*
> >> > >> > *
> >> > >> > *
> >> > >> > PGAS bersama PLN yang menjadi catatan dan acuan tersendiri bagi
> >> > >> > S&P
> >> > >> dalam
> >> > >> > konteks infrastruktur Indonesia, telah menarik perhatian sejumlah
> >> > >> lembaga
> >> > >> > riset sekuritas yang ditandai dengan akselarasi akumulasi investor
> >> asing
> >> > >> > sejak koreksi *intermediate*pada pertengahan tahun 2011 seiring
> >> dengan
> >> > >> > krisis utang Eropa. Di antaranya, Credit Suisse (CS) dalam rilis
> >> riset
> >> > >> > terakhir pada 20 Pebruari lalu mempertahankan peringkat
> >> > >> *Outperform/Buy* dengan
> >> > >> > target price baru Rp5.000. CS menegaskan:
> >> > >> >
> >> > >> > *We believe it is well exposed to the growing domestic economy,
> >> > >> > and
> >> > >> despite
> >> > >> > the recent outperformance to theJCI, the stock provides a cheaper
> >> > >> > alternative to other stocks with domestic economy exposure.*
> >> > >> >
> >> > >> > CS menggarisbawahi dua hal penting: 1) suplai gas yang akan
> >> bertambah
> >> > >> untuk
> >> > >> > keuntungan PGAS, dan spread kenaikan harga beli gas dan harga jual
> >> PGAS
> >> > >> > akan tetap atraktif karena PGAS akan dapat meneruskan (*pass on*)
> >> harga
> >> > >> > jual. Marjin jual gas telah meningkat dari US$1,5/mmbtu pada awal
> >> > >> produksi
> >> > >> > komersial hingga menjadi US$3,5-3,7/mmbtu. CS memproyeksikan
> >> kenaikan
> >> > >> lebih
> >> > >> > lanjut hingga US$8,5/mmbtu untuk meng-*offset* kenaikan biaya
> >> pengadaan
> >> > >> gas.
> >> > >> >
> >> > >> > Riset Credit Suisse on
> >> > >> > PGAS<
> >> > >>
> >>
https://docs.google.com/open?id=0B-dIEQ1qm2V1QXQzejFURk9STnVscWtYSXZHMGxZZw
> >> > >> >
> >> > >> > --
> >> > >> > '+'
> >> > >> >
> >> > >> > Follow positif01indo on Twitter: https://twitter.com/#
> >> !/positif01indo
> >> > >> >
> >> > >> > Persetujuan *request followers* baru diberikan hanya satu kali
> >> > >> > tiap
> >> > >> akhir
> >> > >> > kuartal maks 500 *request */ diskresi kami.
> >> > >> >
> >> > >>
> >> > >>
> >> > >
> >> >
> >> >
> >> >
> >> > --
> >> > Sent With Love *©*
> >> >
> >>
> >>
> >>
> >
> >
>
