[obrolan-bandar] Survey: More Hedge Funds Raise Less Cash

2007-02-09 Terurut Topik boyz


 Survey: More Hedge Funds Raise Less Cash

February 2007
Hedge Fund Daily

Hard times hit hedge funds in the second half of the year, and that had 
an impact on fundraising efforts in 2006, with a larger number of HFs 
raising less money. According to the /Absolute Return New Funds Survey/, 
it took 86 of the largest hedge funds to bring in $31 billion, down from 
$34 billion from 81 HFs in 2005 and $40 billion via 82 funds in 2004. 
Most of the launches occurred in the first half of the year, raising 80% 
of the total, with an equity market meltdown and HF disasters such as 
*Amaranth Advisors* resulting in just 29 new funds collecting $6.2 
billion, or 20% of the final figure. Starring in the first half of 2006, 
according to the survey, which appears in the February issue of sister 
publication /Absolute Return/ magazine, were five so-called ?mega 
funds,? raising more than $1 billion. The only biggie to debut in the 
last six months of the year was *Dillon Read Capital Management*?s $1.3 
billion /Dillon Read Financial Products/. *Black River Asset Management 
*also launched in the second half and raised an estimate $1 billion. As 
further proof that well-established hedge funds will bring in the bucks 
the best, six of the 10 largest launches were by longtime players in the 
field, but the three greatest money gatherers actually came from new or 
start-up firms: *Convexity Capital*, which ranks first with a $6.3 
billion debut; *Old Lane Management*, founded by a trio from *Morgan 
Stanley*, which brought in $3.5 billion; and Dillon Read, the *UBS* 
spinoff. Conspicuously absent from the list is /Renaissance 
Institutional Equities Fund/, which didn?t qualify for the 2006 survey 
since it launched late in 2005, but it ended the year with a HF record 
$16 billion in assets. *Kenneth Stemme*, senior v.p. and director of 
hedge fund investments at *Northern Trust Global Advisers*, expects the 
trend to continue ? and then some. ?I am seeing more and more herd 
mentality,? Stemme told /Absolute Return/, noting that Convexity founder 
*Jack Meyer*?s *Harvard University* endowment pedigree helped attract 
funds, ?As you get more institutional growth, the size of the 
megalaunches will get bigger. I don?t foresee a $10 billion launch, but 
I wouldn?t be surprised either.?




[obrolan-bandar] Calpers CIO: Price Is Wrong For What You Get

2007-02-09 Terurut Topik boyz


 Calpers CIO: Price Is Wrong For What You Get

February 2007
Hedge Fund Daily

To say *Russell Read* is unhappy with the returns from hedge funds 
investments for the fees his *California Public Employees Retirement 
System *paid for them is an understatement. Last year, CalPERS, for 
which he is chief investment officer, paid a half a billion dollars in 
management fees for returns, he says, didn't even outperform the stock 
market. "We can get average market risk very cheaply," Read said in an 
interview at a conference in Geneva. "We hate paying a performance fee 
for something we can get very cheaply." On the other hand, he said, "We 
have no problem paying high performance fees for a manager's selection, 
but we find taking on average market risk inherently unsatisfying." 
Comparing the current business relationship to "a charity where you give 
these people lots of money, they make a really good living out of it, 
and they provide you with returns that are substandard," Read predicts 
that the fee system may change to one where better performers get paid 
more for producing better-than-market returns. So far, none of this 
seems to be affecting institutional inflows into hedge funds, but when 
those investors read what Prof. *Harry Kat *of London's *Cass Business 
School* writes -- that 80% of hedge funds can't justify their fees, and 
that after surveying 2,500 hedge funds over the past 12 years, 80% of HF 
investors would have done better in something else -- things might.





Re: [obrolan-bandar] Fwd: Truba

2007-02-09 Terurut Topik Karno Edy
Hehehe :  jualan listrik rugi ?, monopoli lagi ... bule 
aja sampe bingung.


- Original Message - 
From: "Odink" <[EMAIL PROTECTED]>
To: 
Sent: Friday, February 09, 2007 12:51 PM
Subject: Re: [obrolan-bandar] Fwd: Truba


> kl memang menggiurkan kenapa PLN rugi terus ya, bahkan sampai disubsidi..
>
> On Fri, 09 Feb 2007 10:51:53 +0700, EKA SUWANDANA <[EMAIL PROTECTED]>
> wrote:
>
>> Yah namanya juga bisnis listrik menggiurkan! Sepertinya pak Nyoman kita
>> bandingkan dgn SURALAYA saja jgn Indonesia powernya. By the way , jml
>> saham truba ada berapa sih 2,9 Miliar lembar atau gw salah liat???
>
>
>
> Yahoo! Groups Links
>
>
>



 
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[obrolan-bandar] ISAT, TLKM, UNSP : The Reds

2007-02-09 Terurut Topik Widhie !!!

ISAT, TLKM, UNSP sudah berdarah-darah (Reds) dalam beberapa hari terakhir.
ISAT (4-Reds), TLKM (4-Reds), UNSP (5-Reds). Bisa diamati untuk hari senin
besok.

rgds


WD-070209.PNG
Description: PNG image


[obrolan-bandar] RALAT TRUBA: SUPER STRONG SELL!!!!!

2007-02-09 Terurut Topik EKA SUWANDANA
Jumlah saham beneran 13,114 Miliar lembar
Proyeksi (dari salah satu pemegang sahamnya) laba
bersih 300-400 miliar utk PLTU 500-550MW.

Jadi paling2 EPS sekitr Rp 22-30.

Ini saham dipegang oleh "BANDAR-BANDAR" ternama, yg
anggotanya ada di Milis ini!

Cek aja share holders nya di :
http://www.jsx.co.id/ann_pdf/PENG-0306_BEJ-PSJ_LKS_02-2007.pdf


--- EKA SUWANDANA <[EMAIL PROTECTED]> wrote:

> Wah saya salah hitung donk!1 hi hi sorry. Laba
> bersih TRUB bakal 300 Miliar!
> 
> Andri Wijaya <[EMAIL PROTECTED]> wrote:
>  harga wajar TRUB brapa Pak? kalau saya lihat lagi
> digoreng
> regards
> 
> On 2/9/07, Surata nyoman <[EMAIL PROTECTED]>
> wrote:
> > Jumlah saham TRUB 13 Milyar lembar ,misalkan eps
> 140
> > mencerminkan laba bersih 1.8 Triliun.
> > Kapasitas 500 MW hanya menghasilkan pendapatan
> > maksimum 2 Triliun , bukan netprofit.
> >
> > Hanya investor bodoh yang menilai TRUB 700 murah.
> >
> > --- Odink <[EMAIL PROTECTED]> wrote:
> >
> > > kl memang menggiurkan kenapa PLN rugi terus ya,
> > > bahkan sampai disubsidi..
> > >
> > > On Fri, 09 Feb 2007 10:51:53 +0700, EKA
> SUWANDANA
> > > <[EMAIL PROTECTED]>
> > > wrote:
> > >
> > > > Yah namanya juga bisnis listrik menggiurkan!
> > > Sepertinya pak Nyoman kita
> > > > bandingkan dgn SURALAYA saja jgn Indonesia
> > > powernya. By the way , jml
> > > > saham truba ada berapa sih 2,9 Miliar lembar
> atau
> > > gw salah liat???
> > >
> > >
> > >
> > > Yahoo! Groups Links
> > >
> > > (Yahoo! ID required)
> > >
> > >
> mailto:[EMAIL PROTECTED]
> > >
> > >
> > >
> >
> >
> >
> >
> >
>
__
> > Sucker-punch spam with award-winning protection.
> > Try the free Yahoo! Mail Beta.
> >
>
http://advision.webevents.yahoo.com/mailbeta/features_spam.html
> >
> 
> 
>  
> 



[obrolan-bandar] MEDC News!

2007-02-09 Terurut Topik EKA SUWANDANA
Sudah lama nggak ngikuti MEDC! 


Medco Temukan Minyak Mentah di Libya 
Jumat, 9 Februari 2007 15:10:12
StockWatch (Jakarta) - PT Medco Energi International
Tbk (MEDC) melalui anak perusahaannya, Medco
International Ventures Limited (MIV), yang bermitra
dengan Verenex Energy Inc sebagai operator di Area 47,
untuk pertama kalinya menemukan minyak pada sumur
A1-47/02 yang terletak di cekungan Ghadames, Libya.

Direktur Pengembangan Bisnis Medco, Rashid
Mangunkusumo, mengemukakan dalam pernyataan tertulis
kepada BEJ, Jumat (9/2), perusahaan minyak nasional
Libya, The Libyan National Oil Corporation (NOC),
mengkonfirmasikan sumur tersebut sebagai penemuan
pertama pada blok eksplorasi yang telah diberikan pada
penawaran internasional putaran pertama pada Januari
2005.

Penemuan minyak mentah berjenis kasren (minyak
berkadar belerang rendah) tersebut terjadi setelah
Verenex menyelesaikan eksplorasi sumur tersebut pada
kedalaman 9.980 kaki. 

Pada saat pengujian awal, dalam waktu tiga jam sumur
tersebut memproduksi minyak dalam jumlah yang setara
dengan 5.172 barel per hari (bph). Selain itu, MIV dan
Verenex juga menemukan gas dengan kapasitas produksi
yang setara dengan 6,7 juta kaki kubik per hari.

Medco Energi lewat MIV memiliki 50% saham (interest)
di blok eksplorasi tersebut berdasarkan perjanjian
eksplorasi dan produksi minyak dan gas bumi di Area
47, Libya, yang dioperasikan Verenex, sedangkan 50%
lagi dimiliki oleh Verenex. (abr)


Re: [obrolan-bandar] Fwd: Truba

2007-02-09 Terurut Topik EKA SUWANDANA
Wah saya salah hitung donk!1 hi hi sorry. Laba bersih TRUB bakal 300 Miliar!

Andri Wijaya <[EMAIL PROTECTED]> wrote:  harga wajar TRUB brapa Pak? 
kalau saya lihat lagi digoreng
regards

On 2/9/07, Surata nyoman <[EMAIL PROTECTED]> wrote:
> Jumlah saham TRUB 13 Milyar lembar ,misalkan eps 140
> mencerminkan laba bersih 1.8 Triliun.
> Kapasitas 500 MW hanya menghasilkan pendapatan
> maksimum 2 Triliun , bukan netprofit.
>
> Hanya investor bodoh yang menilai TRUB 700 murah.
>
> --- Odink <[EMAIL PROTECTED]> wrote:
>
> > kl memang menggiurkan kenapa PLN rugi terus ya,
> > bahkan sampai disubsidi..
> >
> > On Fri, 09 Feb 2007 10:51:53 +0700, EKA SUWANDANA
> > <[EMAIL PROTECTED]>
> > wrote:
> >
> > > Yah namanya juga bisnis listrik menggiurkan!
> > Sepertinya pak Nyoman kita
> > > bandingkan dgn SURALAYA saja jgn Indonesia
> > powernya. By the way , jml
> > > saham truba ada berapa sih 2,9 Miliar lembar atau
> > gw salah liat???
> >
> >
> >
> > Yahoo! Groups Links
> >
> > (Yahoo! ID required)
> >
> > mailto:[EMAIL PROTECTED]
> >
> >
> >
>
>
>
>
> __
> Sucker-punch spam with award-winning protection.
> Try the free Yahoo! Mail Beta.
> http://advision.webevents.yahoo.com/mailbeta/features_spam.html
>


 


[obrolan-bandar] BMTR AKAN TMBH TRUS KEPMLKN SAHAM DI CMNP

2007-02-09 Terurut Topik komaru muchtar
bimantara akan terus memperbesar kepemilikan saham di
CMNP.Sementara petinggi di MNC dikabarkan akan
menduduki posisi Presdir menggatikan Dady Haryadi


Send instant messages to your online friends http://uk.messenger.yahoo.com 


Re: [obrolan-bandar] Fwd: Truba

2007-02-09 Terurut Topik Andri Wijaya
harga wajar TRUB brapa Pak? kalau saya lihat lagi digoreng
regards

On 2/9/07, Surata nyoman <[EMAIL PROTECTED]> wrote:
> Jumlah saham TRUB 13 Milyar lembar ,misalkan eps 140
> mencerminkan laba bersih 1.8 Triliun.
> Kapasitas 500 MW hanya menghasilkan pendapatan
> maksimum 2 Triliun , bukan netprofit.
>
> Hanya investor bodoh yang menilai TRUB 700 murah.
>
> --- Odink <[EMAIL PROTECTED]> wrote:
>
> > kl memang menggiurkan kenapa PLN rugi terus ya,
> > bahkan sampai disubsidi..
> >
> > On Fri, 09 Feb 2007 10:51:53 +0700, EKA SUWANDANA
> > <[EMAIL PROTECTED]>
> > wrote:
> >
> > > Yah namanya juga bisnis listrik menggiurkan!
> > Sepertinya pak Nyoman kita
> > > bandingkan dgn SURALAYA saja jgn Indonesia
> > powernya. By the way , jml
> > > saham truba ada berapa sih 2,9 Miliar lembar atau
> > gw salah liat???
> >
> >
> >
> > Yahoo! Groups Links
> >
> > (Yahoo! ID required)
> >
> > mailto:[EMAIL PROTECTED]
> >
> >
> >
>
>
>
>
> 
> Sucker-punch spam with award-winning protection.
> Try the free Yahoo! Mail Beta.
> http://advision.webevents.yahoo.com/mailbeta/features_spam.html
>


Re: [obrolan-bandar] Sinar Mas? Preman?

2007-02-09 Terurut Topik Oskar Syahbana
Hahahaha so true!

Tapi mungkin mereka memang sudah membeli asuransi bencana alam dan
berencana untuk melakukan class action ke group SMMA. Kan lumayan mas,
dapet polis asuransi, dapet juga settlement dari developer. Yummy ;))

On 2/9/07, EKA SUWANDANA <[EMAIL PROTECTED]> wrote:
>
>
>
>
>
>
> Makanya beli asuransi bencana alam, berapa sih?
>  Ngandalin pemerintah dan developer mah kumaha?
>
>
>  --- Cuplis <[EMAIL PROTECTED]> wrote:
>
>  > iye bang, termasuk BEJ ame kantor2 yg laen2nya
>  > pindahin aje noh, taro dipinggir kota. Gak ngaruh,
>  > pan dah jaman 3G . & punya ngemot kontro semua
>  > ye bang. Bisa kerja dari rumah aje.. kayak onlën
>  > trëder giju loh. Sorry asal nguap SMMA buruan
>  > bung !! Bejek abis
>  > -Original Message-
>  > From: "Hael ELha"<[EMAIL PROTECTED]>
>  > Sent: 2/8/07 6:51:19 PM
>  > To:
>  >
>  "obrolan-bandar@yahoogroups.com"
>  > Subject: [obrolan-bandar] Sinar Mas? Preman?
>  >
>  > Metrotvnews.com, Jakarta: Sepanjang hari Rabu
>  > (7/2),
>  > warga Perumahan Permata Buana, yang notabene
>  > merupakan
>  > perumahan elite, melakukan aksi protes ke kantor
>  > pemasaran Sinar Mas Group. Mereka memprotes
>  > pihak
>  > developer karena selama hampir 15 tahun tinggal
>  > di
>  > kawasan itu, mereka tidak pernah terkena bencana
>  > banjir. Namun tahun ini, mereka juga ikut
>  > kebanjiran.
>  >
>  > Warga juga memprotes, janji-janji pihak
>  > developer
>  > bahwa perumahan yang mereka beli dengan harga Rp
>  > 900
>  > juta hingga Rp 1,5 miliar tersebut akan bebas
>  > banjir.
>  > Tetapi kenyataannya, sejak pihak developer Sinar
>  > Mas
>  > Group membuka areal baru penjualan kavling di
>  > Jalan
>  > Pulau Pramuka yang dekat dengan pinggiran Kali
>  > Angke,
>  > kawasan elite rumah mereka kini menjadi santapan
>  > banjir.
>  >
>  > Aksi demo dan protes warga Permata Buana di
>  > kantor
>  > pemasaran ini sempat dihadang oleh puluhan
>  > preman dan
>  > petugas keamanan yang telah disewa oleh pihak
>  > developer. Hingga Rabu (7/2) sore ini, kawasa di
>  > perumahan elite ini, masih tergenang banjir
>  > hingga
>  > ketinggian sebatas lutut orang
>  > dewasa.(*/NTF)
>  >
>  >
>  >
>  >
>  >
>  >
>  __
>  > Have a burning question?
>  > Go to www.Answers.yahoo.com and get answers from
>  > real people who know.
>  >
>  >
>
>
>
>  


-- 
Oskar Syahbana
http://permagnus.com/ -- A Financial site with a human touch
Please send private messages to iservasia[at]gmail.com


Re: [obrolan-bandar] TBLA ditwar gutrie Rp 700, sampurna tawar Rp 650

2007-02-09 Terurut Topik Bonifasius Dipati
dari tadi pagi break 345 sekarang sekitar pukul 3 siang,
Harga Volume  Freq
360   8 2
355   116782  414 
350  54900256 
34568000225
340  22700 99

kemarin sudah banyak yang beli di 340, hari ini resistance 340-345 di jebol dan 
ketemu resistance 360
dari siang, udah nga kuat naik ke 360.  ada volume gap di 350 yang perlahan 
lahan mulai di isi sejak pembukaan sesi ke-2
kelihatan kalau dari average volume/ freq itu banyak yang LONG di 345 dan 
banyak trader masuk di 350 (bargain hunter). 
AI yang kemarin beli banyak juga mulai partially jualan di 350-355, average 
351.4/share

Dulu embah pernah bilang, kalau orang2 pikir harganya akan naik.. justru harga 
akan turun... 
Jual pada saat orang orang sedang rakus/greedy, dan beli pada saat orang ragu.
sory kalo salah quote ya mbah... ha3x,,,

Dalam 1 minggu harga sudah naik dari 300 ke 350-355, sekitar 15%++ dalam satu 
minggu, ini tidak iikuti oleh
kenaikan harga saham palm oil lain, seperti AALI, Lsip dan UNSP (justru yg lain 
turun). 
padahal harga cpo slightly up again
apakah orang2 sudah mulai rakus dan makan terus? atau ini saham akan terus naik 
menembus langit... hanya tuhan yang tahu. 

saya agak ragu dengan short term saat ini,but long term.. TBLA sangat 
menjanjikan. 

_Disclaimer on ya-

Ini bukan recomendasi, do your own homework.





- Original Message 
From: hst auto <[EMAIL PROTECTED]>
To: obrolan-bandar@yahoogroups.com
Sent: Friday, February 9, 2007 3:20:39 PM
Subject: Re: [obrolan-bandar] TBLA ditwar gutrie Rp 700, sampurna tawar Rp 650









  



ayoo tebak di level berapa hari ini TBLA stop ???



prediksi saya gak lebih dari 370!!



On 2/9/07, Donny Buntoro <[EMAIL PROTECTED] net.id> wrote:

> @now 355 Bro bullish nech

>

>

>

>

>

>   - Original Message -

>   From: Widhie !!!

>   To: obrolan-bandar@ yahoogroups. com

>   Sent: Friday, February 09, 2007 10:48 AM

>   Subject: Re: [obrolan-bandar] TBLA ditwar gutrie Rp 700, sampurna tawar Rp

> 650

>

>

>   Uda tembus resisten 340 tuh...

>

>

>   On 2/8/07, hst auto <[EMAIL PROTECTED] com> wrote:

> TBLA saya yakin gak bakal tembus 340

> tetep pegang  kalo lewat 350 !!

> kalopun tembus nilai diatas berarti teman-teman benar2 hoki buat yang

> masih pegang

>

>

> On 2/7/07, Widhie !!! <[EMAIL PROTECTED] com> wrote:

>

>

>   _,___




  
















 

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Re: [obrolan-bandar] Fwd: Truba

2007-02-09 Terurut Topik Ridwan Musthafa

Wah kalo gitu BW dan BK termasuk investor bodah kali ya :)

Karna dari kemarin kan mereka yang ambil trus ni saham makanya yg laennya
ikut2an.
ya untuk urusan fundamental sih nampaknya kita masih kalah jauh nih ama
orang yg punya duit segudang.
Makanya saya teringat apa kata guru saya pak busur, untuk kita2 yang pemain
retail  fokus aja pada chart.

Kalo chart ok masuk kalo kagak jangan dah ...

CMIIW

Pada tanggal 07/02/09, Surata nyoman <[EMAIL PROTECTED]> menulis:


Jumlah saham TRUB 13 Milyar lembar ,misalkan eps 140
mencerminkan laba bersih 1.8 Triliun.
Kapasitas 500 MW hanya menghasilkan pendapatan
maksimum 2 Triliun , bukan netprofit.

Hanya investor bodoh yang menilai TRUB 700 murah.

--- Odink <[EMAIL PROTECTED]> wrote:

> kl memang menggiurkan kenapa PLN rugi terus ya,
> bahkan sampai disubsidi..
>
> On Fri, 09 Feb 2007 10:51:53 +0700, EKA SUWANDANA
> <[EMAIL PROTECTED]>
> wrote:
>
> > Yah namanya juga bisnis listrik menggiurkan!
> Sepertinya pak Nyoman kita
> > bandingkan dgn SURALAYA saja jgn Indonesia
> powernya. By the way , jml
> > saham truba ada berapa sih 2,9 Miliar lembar atau
> gw salah liat???
>
>
>
> Yahoo! Groups Links
>
> (Yahoo! ID required)
>
> mailto:[EMAIL PROTECTED]
>
>
>






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