Eh besi berapa ? Naik yah ? Uh dah gak depan monitor sih :d
sent with love® -----Original Message----- From: "saham_us" <[email protected]> Sender: [email protected] Date: Thu, 08 Mar 2012 03:35:38 To: <[email protected]> Reply-To: [email protected] Subject: [saham] Re: Ulasan Khusus Reuters: Indonesia Equity under Pressure nga sebanding, mendingan si besi lemot ;) --- In [email protected], "katrin" <kusumok@...> wrote: > > Udah mantul kan ? Tuh dapet kali 100 :d > > > sent with love® > > -----Original Message----- > From: "saham_us" <iching_prediction@...> > Sender: [email protected] > Date: Thu, 08 Mar 2012 03:31:46 > To: <[email protected]> > Reply-To: [email protected] > Subject: [saham] Re: Ulasan Khusus Reuters: Indonesia Equity under Pressure > > Ledekin si jeng aja dah....bbri jadi mantul? :) > > > --- In [email protected], katrin <kusumok@> wrote: > > > > hush jangan diledekin ah kasian :d > > > > > > On Thu, Mar 8, 2012 at 9:38 AM, kangduren <kangduren@> wrote: > > > > > ** > > > > > > > > > itu namanya..... > > > telor ayam mata sapi > > > engga malam engga pagi > > > telor asin telor bebek > > > yg diurusin yg jelek2 > > > jadinya ketinggalan ojek :)) > > > boss + mana drama BMRI nya? dan tgl 8 nih :)) > > > > > > --- In [email protected], "Satriyo Pranoto" <satriyo.pranoto@> > > > wrote: > > > > > > > > Kasihan IHSG ya pak Positive.saat ^VIX Positive, ikut Negative.saat ^VIX > > > > turun, muncul berita Negative reuters. Negative terus dong hehehe. Jadi > > > > kapan Positive-nya? > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > Salam, > > > > > > > > satriyo > > > > > > > > > > > > > > > > From: [email protected] [mailto:[email protected]] On Behalf Of > > > > positif01 > > > > Sent: Thursday, March 08, 2012 9:00 AM > > > > To: undisclosed-recipients: > > > > Subject: [saham] Ulasan Khusus Reuters: Indonesia Equity under Pressure > > > > > > > > > > > > > > > > > > > > > > > > As seen on our tweet: > > > > > > > > > > > > > > > > Inline image 1 > > > > > > > > > > > > > > > > Ulasan Khusus Reuters: Indonesia Equity under Pressure > > > > > > > > > > > > > > > > Tidak lama setelah penutupan perdagangan Rabu kemarin, Reuters merilis > > > > ulasan khusus mengenai dinamika dan potensi pergerakan saham Indonesia. > > > > Sebagai salah satu dari tiga media keuangan global utama bersama > > > Bloomberg > > > > dan Financial Times, pemberitaan media finansial mainstream ini selalu > > > > meninggalkan dampak yang signfikan terhadap pasar yang diliput. Data > > > > analisis pemberitaan yang kami acu menunjukkan bahwa dalam kurun waktu > > > 5-25 > > > > hari setelah pemberitaan dari mediamainstream global yang dipandang > > > > "penting"/"material" akan diikuti dengan reaksi pasar yang signifikan. > > > > Terlebih jika pasar yang diliput merupakan pasar dengan likuiditas > > > relatif > > > > terbatas (shallow). Argumentasi ilmiahnya sangat sederhana karena > > > > media-media besar tersebut menjadi referensi utama pengambilan keputusan > > > > para pelaku pasar global. > > > > > > > > > > > > > > > > Secara umum, Reuters menggaribawahi beberapa tendensi penting yang > > > terjadi > > > > selama year-to-date 2012. Mulai dari foreign outflow dari dana kelolaan > > > > (fund) luar negeri yang berbasis ekuitas Indonesia, bond attack > > > akhir-akhir > > > > ini yang juga mendorongoutflow terhadap SBN yang dikonfirmasi dengan > > > > penurunan demand penerbitan baru, valuasi premium yang sudah disuarakan > > > > massal oleh banyak manajer investasi, dan potensi gejolak inflasi, > > > semuanya > > > > melebur menjadi faktor negatif yang mendorong banayk manajer investasi > > > > internasional mengambil langkah (move) melepas posisi di Indonesia. > > > > Dalam > > > > penutupan perdagangan kemarin setelah sempat bermanuver pada awal Maret, > > > > pelaku pasar asing kembali memulai putaran baru outflow lokal dengan > > > > mencatat net foreign sell Rp287 miliar hanya di pasar reguler. > > > > > > > > > > > > > > > > Reuters, 07 Maret > > > > > > > > Brief > > > > > > > > > > > > > > > > Analysis: Indonesia markets lag peers as country's glow fades > > > > > > > > > > > > > > > > Now, investors are shying away from its bonds and shares as the case for > > > > piling more money into Southeast Asia's biggest and fastest-growing > > > economy > > > > has weakened. > > > > > > > > > > > > > > > > Inflation > > > > > > > > > > > > > > > > The government has raised its 2012 inflation forecast to 7 percent from > > > 5.3 > > > > percent, according to a document seen by Reuters on Wednesday. > > > > > > > > > > > > > > > > Higher inflation threatens to hit domestic consumption -- the > > > > cornerstone > > > > around which most Indonesia-focused portfolios are constructed. That's > > > why > > > > some funds feel relative valuations for Indonesian stocks versus the > > > rest of > > > > Southeast Asia and other emerging markets are looking rich. > > > > > > > > > > > > > > > > 'Already Expensive' > > > > > > > > > > > > > > > > "People see that valuations are already expensive amid uncertainties of > > > > expectations on the fuel price hike. We have reduced long positions," > > > said > > > > Herbie Mohede, a fund manager in Jakarta at PT Samuel Aset Manajemen, > > > which > > > > manages about $130 million in Indonesian stocks and bonds. > > > > > > > > > > > > > > > > Indonesia grew 6.5 percent in 2011, the fastest in 15 years. But if > > > > inflation this year is 7 percent, that would top growth, seen at 6.1 > > > percent > > > > in a Reuters poll. > > > > > > > > > > > > > > > > "We expect growth to remain in trend, although a moderation to possibly > > > > below 6 percent is already due to happen because of the extended > > > slowdown in > > > > the global economy," said Gundy Cahyadi, an economist at OCBC in > > > Singapore. > > > > > > > > > > > > > > > > Outflow > > > > > > > > > > > > > > > > The stock exchange has seen foreign inflows of $183 million in the year > > > up > > > > to March 2, a fraction of the $2.65 billion for all of 2011, according > > > > to > > > > Reuters data. Also, Indonesian equity funds did not see net inflows in > > > the > > > > two weeks ending February 24 despite emerging markets as a group > > > receiving > > > > solid flows over the period, according to JPMorgan. > > > > > > > > > > > > > > > > The index is up just 3 percent this year compared with the 10.3 percent > > > rise > > > > in Asian stocks outside Japan .MIAPJ0000PUS. > > > > > > > > > > > > > > > > Southeast Asia's top performer this year has been the small Vietnam > > > market > > > > .VNI, up 26 percent. > > > > > > > > > > > > > > > > Jakarta's top consumption-driven companies have fared even worse, with > > > > Unilever Indonesia (UNVR.JK) flat so far this year and the main auto > > > > assembler Astra International (ASII.JK) down 6.6 percent. > > > > > > > > > > > > > > > > Fuel subsidies protect local consumers from rising global oil prices, > > > but at > > > > the same time Morgan Stanley notes that Indonesia could see a > > > deterioration > > > > in its fiscal balances if the government does not allow domestic fuel > > > prices > > > > to rise. > > > > > > > > > > > > > > > > Given this difficult backdrop, Indonesian markets are likely to remain > > > > relative underperformer among emerging markets. > > > > > > > > > > > > > > > > The yield on benchmark 10-year Indonesian government bonds has risen > > > about > > > > 80 basis points since falling to a record low around 5 percent on Feb 9. > > > > > > > > > > > > > > > > Rupiah Weakens > > > > > > > > > > > > > > > > The rupiah lost about 0.5 percent on Wednesday was off 1.2 percent this > > > > year, according to Thomson Reuters data, as it was hit by capital > > > outflows. > > > > > > > > > > > > > > > > Considering the amount of money that has found its way into the country > > > in > > > > recent years, the unwind could have some way to go, making Indonesia an > > > > underperformer in Asia for a while. > > > > > > > > > > > > > > > > U.S.-based money manager Cumberland Advisors, which invests in emerging > > > > markets primarily via exchange-traded funds, said in an emailed note to > > > > clients on February 27 that it had sold its positions in Indonesia while > > > > adding to Brazil and India and maintaining "significant" positions in > > > China. > > > > > > > > > > > > > > > > Cumberland's move comes largely due to valuations. > > > > > > > > > > > > > > > > On a forward 12-month price-to-earnings basis, the MSCI Indonesia > > > > .MIID00000PID trades at a multiple of 13 times, according to Thomson > > > Reuters > > > > I/B/E/S. That represents a 26 premium over the MSCI Emerging Markets > > > index > > > > .MIEF00000PUS and a 36.4 percent premium to the MSCI China .MICN00000PHK > > > > index. > > > > > > > > > > > > > > > > "While some of the premium for Indonesian stocks is justified, current > > > > valuations do look to us to be too rich," said Bill Witherell, > > > Cumberland's > > > > chief global economist. ($1 = 9170 rupiah) > > > > > > > > > > > > > > > > Rilis lengkap saat ini sudah dapat diakses online: > > > > < > > > http://www.reuters.com/article/2012/03/07/us-indonesia-economy-idUSTRE8260H > > > > P20120307> > > > > > > > http://www.reuters.com/article/2012/03/07/us-indonesia-economy-idUSTRE8260HP > > > > > > > 20120307 > > > > > > > > -- > > > > > > > > '+' > > > > > > > > > > > > Follow positif01indo on Twitter: <https://twitter.com/#!/positif01indo> > > > > https://twitter.com/#!/positif01indo > > > > > > > > > > > > > > > > Persetujuan request followers baru diberikan hanya satu kali tiap akhir > > > > kuartal maks 500 request / diskresi kami. > > > > > > > > > > > > > > > > > > > > > -- > > Sent With Love *©* > > >
