Re: [obrolan-bandar] Harga CPO naik +3% saat ini
Prediksi analyst ML cukup optimis jg yah? RM 4000 untuk tahun 2009. Thanks buat beritanya Pak :) saya kemarin dapet berita lain yg est. nya pesimis RM 2500 tahun 2009. Tp menurut saya mau RM 2500 atau RM 2300. Kinerja emiten pasti tetep lebih bagus dari 2007 dan tahun2 berikutnya karena output efisiensi jg meningkat. Tp kalo bener bs RM 4000 lbh bagus, hihihihi... (masih sabar nunggu lagi SGRO Rp 2000 ~kalo dikasih) http://biz.thestar.com.my/news/story.asp?file=/2008/8/12/business/20080812113056sec=business Tuesday August 12, 2008 MYT 3:34:27 PM CPO price forecast maintained at RM2,500 KUALA LUMPUR: Aseambankers Equity Research is maintaining its average crude palm oil (CPO) price outlook of RM2,500 per tonne next year and its expectations for 2008 at RM3,000. In a report released on Tuesday, it said CPO prices had averaged RM3,460 per tonne year-to-date and it was maintaining its view that CPO prices were likely to peak this year and trade at more sustainable levels in 2009. Further, the present domestic political landscape is also reducing the attractiveness of ringgit-related investments like CPO, capping its upside potential, it said. Aseambankers Research said it was reviewing its plantation sector call after the recent sell-down in plantation stocks. Battered large caps like KL Kepong and Asiatic are good long term bets but small caps could be sidelined should the plantation sector return to favour in the near term. A risk to our view is the continuous unwinding of speculative positions by hedge funds and commodity funds that could temporarily push down prices of commodity like crude oil and soy oil which, in turn, places downside pressure on CPO price and plantation stocks below their fundamental values, it said. The research house said Malaysia's July CPO inventory level closed at 1.98 million tonnes, below the historic 2.04 million tonne mark in June. It said the inventory level was below its expectations. The factors for the falling inventory level were because of the export growth to 1.4 million tonnes (25.2% on-month, 26.4% on-year) while production rose only 6.2% on-month to 1.56 million tonnes (up 15.0% on-year). It said the surge in exports was due to higher demand from China, which saw July's export at 417,907 tonnes (up 78% on-month or an increase of 182,957 tonnes). On the inventory for August, it said Malaysia's inventory could range between 1.98 million to 2.07 million tonnes. At 1.98m tonnes, we maintain our view that CPO inventories remain adequate. Entering the high production season, inventory levels could re-challenge June's 2.04 million tonne record high sometime between August and October, it said. Aseambankers said in the medium term, Indonesia's mass planting programme, which averaged 319,000 ha per annum from 2001-06 should reach full maturity over the next two years and result in a surge in CPO production fuelling further downward pressure on CPO prices next year. On 8/13/08, Hendra Susanto [EMAIL PROTECTED] wrote: ini beritanya pak.. bentar lagi masa panen CPO berakhir, kemungkinannya setelah panen selesai, harga CPO baru mulai menanjak kembali... *CPO* USDA's forecast of soybean output of 80.8mt in Oct-Nov harvest is slightly below consensus' 81.9mt. The est' indicates that supply will remain tight till fall 2009 and inventory will not recover above the 2.5-weeks level (historical avg of 8-weeks). In addition, the flood in mid-West in June delayed soybean planting by 2-4 weeks, which may expose soybean to frost risk and potential damage to the crop.* Jeffrey Ng believes the worst is over and agriculture prices may rebound to their fundamental levels*. He expects the near-term CPO trading range at RM3,200-3,400/mt for the rest of 2008, indicating an upside from here. He remains comfortable with his 2009 CPO target of RM4,000/mt as the increased supply is insufficient to ease the current balance tightness. *Market Talks* ** BMRI* to provide Rp4tn loan to SMGR to finance the cement company's capex. SMGR has cancelled plan to issue US$300-500mn bonds citing to volatile market. (Bisnis Indonesia ) ** BBCA raised* mortgage rate by 100bps to reach 12.5%, following central bank's rate hike. BCA believes that the increase will not impact its target of channeling Rp20tn of loan in consumer sector. (Bisnis Indonesia ) ** PGAS:* Rumor section in Investor Daily reported that Min. for State-Owned Enterprises approved divestment of 4.5% of PGAS' share by Aug 2008. It's reported that potential buyer for the shares is Mittal Group. (Investor Daily) ** ANTM* to use electricity supply from Malaysia for its aluminum plant, a JV with Russia 's Rusal in West Kalimantan . Malaysia company plans to build hydro power plant will supply electricity for US$2.5 cent per kWH, much lower than US$4.5 cent per kWH from domestic plant. The project will require 1,300 MW of electricity supply. (detikfinance.com) ** **MEDC* is considering to pay special
Re: [obrolan-bandar] Target Price TINS (dari berbagai broker)
hari ini semua pesta kecuali TINS, mengecewakan ckckckckck :( On 5/9/07, krisna hari [EMAIL PROTECTED] wrote: TINS udah masuk bearish, lower high melulu Enaknya buat maen ayunan ajah.. Kecuali ada sentimen positif, susah buat berubah... cheers, ibkhp On 5/9/07, ALX [EMAIL PROTECTED] wrote: Tgl Broker Target Recomm 12/02 OD 15.600 Buy 13/03 DP 14.900 Buy 23/04 DH 11.600 Sell 01/05 LG 15.400 Buy 02/05 YU 16.200 Outperform 07/05 OD 18.250 Buy (Upgrade) dari berbagai sumber -- You'll Never Walk Alone
Re: [obrolan-bandar] Musim BEARISH tiba?
BI Rate Turun ke 8.75% walaupun cm 0.25%, Go Go Go!! http://www.detikfinance.com/index.php/kanal.read/tahun/2007/bulan/05/tgl/08/time/124008/idnews/76/idkanal/5
Re: [obrolan-bandar] TMPI
bukannya sesuai isu target awal 2000 alasannya? jangan tanya kenapa. saya sendiri tidak tahu dan tidak pegang :( kelepasan kemarin, setelah memprediksi bakalan konsolidasi dahulu di 1360 ternyata beliau take off lebih cepat.. selamat buat yg lg pegang TMPI :-) On 5/7/07, Dan Severn [EMAIL PROTECTED] wrote: sakit perut nih nunggu sampe 1600. - Original Message - *From:* Lord OHO THE TRADER [EMAIL PROTECTED] *To:* obrolan-bandar@yahoogroups.com *Sent:* Monday, May 07, 2007 12:12 PM *Subject:* RE: [obrolan-bandar] TMPI Maaf eyang saya jawab ya, menurut kabar burung sih paduka yang mulia akan membawa ke 1600an. -- *From:* obrolan-bandar@yahoogroups.com [mailto: [EMAIL PROTECTED] *On Behalf Of *Dan Severn *Sent:* Monday, May 07, 2007 11:26 AM *To:* obrolan-bandar@yahoogroups.com *Subject:* [obrolan-bandar] TMPI mau di bawa ke brp nih eyang si TMPI ? kok ga turun2 ?
Re: [obrolan-bandar] ASGR Fantastis.... !! Re: Bagi yang nyangkut dan sayang melepas ASGR
suhu2 sekalian apakah polanya selalu sama seperti itu? BD kan bukan sinterklas kecuali banyak orang yg berpendapat demikian dan secara nggak sadar menjadi BD untuk membentuk pola seperti ini :-) selamat buat yg cuan dari ASGR On 5/7/07, nyari duit [EMAIL PROTECTED] wrote: Masih ada kesempatan sampai cum deviden nya. Tunggu aja harga dibawah 700 lagi, lalu beli.. Saya pas harga 680 minggu sudah perintah beli, udah dinyakan dapat, dan hari itu adalah hari kedua auto halting. Tapi sorenya saya kecewa berat karena ternyata tidak jadi dapat, katanya harganya berubah cepat. Besoknya naik sampai 1000-an, saya hanya bisa tersenyum kecut. Hari ini ternyata naik drastis lagi, karena kebetulan setengah hari ada meeting, jadi nggak sempat pantau deh... Nunggu koreksi lagi ah.. Kalo harga dibawah 700 borong lagi aja.. Kalo sudah lewat tanggal cum nya, menurut saya ASGR nggak akan se fantastis ini yo yo nya.. So, setelah cum jangan terlalu banyak berharap.. Mr. EY
Re: [obrolan-bandar] TMPI
kenapa harus koreksi? apakah karena skrng Mei? dan Mei 2006 kemaren koreksi besar2an? Saya kira kondisinya sedikit berbeda dibandingkan tahun lalu. Saat ini regional bagus, DOW bagus, lap keu Q-1 yg keluar bagus, harga minyak masih stabil, April deflasi shg kemungkinan BI akan cut rate lg so? nothin to worry about then.. CMIIW ^_^ On 5/7/07, Dan Severn [EMAIL PROTECTED] wrote: emang bisa ya ? kan ada isu mau koreksi besar2 an, apakah bisa sampai ke situ ? - Original Message - *From:* Dean Earwicker [EMAIL PROTECTED] *To:* obrolan-bandar@yahoogroups.com *Sent:* Monday, May 07, 2007 4:01 PM *Subject:* RE: [obrolan-bandar] TMPI Tanggung. Kenapa nggak 2000 ? J *From:* obrolan-bandar@yahoogroups.com [mailto:[EMAIL PROTECTED] ps.com] *On Behalf Of *Dan Severn *Sent:* Monday, May 07, 2007 3:22 PM *To:* obrolan-bandar@yahoogroups.com *Subject:* Re: [obrolan-bandar] TMPI sakit perut nih nunggu sampe 1600. - Original Message - *From:* Lord OHO THE TRADER [EMAIL PROTECTED] *To:* obrolan-bandar@yahoogroups.com *Sent:* Monday, May 07, 2007 12:12 PM *Subject:* RE: [obrolan-bandar] TMPI Maaf eyang saya jawab ya, menurut kabar burung sih paduka yang mulia akan membawa ke 1600an. -- *From:* obrolan-bandar@yahoogroups.com [mailto:[EMAIL PROTECTED] ps.com] *On Behalf Of *Dan Severn *Sent:* Monday, May 07, 2007 11:26 AM *To:* obrolan-bandar@yahoogroups.com *Subject:* [obrolan-bandar] TMPI mau di bawa ke brp nih eyang si TMPI ? kok ga turun2 ?
Re: [obrolan-bandar] TINS biggest stock
TINS DP Price 8700 Vol57.500 lot still counting.. On 5/3/07, recehan aja [EMAIL PROTECTED] wrote: ada yang tau ndak DP avg buy di berapa?? From: Shamjul [EMAIL PROTECTED] Reply-To: obrolan-bandar@yahoogroups.com To: obrolan-bandar@yahoogroups.com Subject: [obrolan-bandar] TINS biggest stock Date: Fri, 4 May 2007 00:45:48 +0700 File terlampir adalah pemegang stock terbesar TINS sejak Jan-07 s/d sekarang. Coba hitung profit kalau dijual dg harga sekarang. OD dan DP masih rajin akumulasi stock sampai hari ini, what about you ? TINS.jpg _ Check it out! Windows Live Spaces is here! http://spaces.live.com/?mkt=en-id It's easy to create your own personal Web site. Yahoo! Groups Links
Re: [obrolan-bandar] TINS
LG, DP, NI lagi tarik ulur.. tapi mereka masih net buying ngusir lalat2 pengganggu sebelum take off? Harga timah kemungkinan besar besok masih naik Current Sempra prices: Bid Offer SN 3M$14350$14550 On 5/3/07, Daniel Wong [EMAIL PROTECTED] wrote: Same question... Cheers DW -- *From:* obrolan-bandar@yahoogroups.com [mailto: [EMAIL PROTECTED] *On Behalf Of *suryadi suryadi *Sent:* Thursday, May 03, 2007 4:09 PM *To:* obrolan-bandar@yahoogroups.com *Subject:* Re: [obrolan-bandar] TINS Nanya donk...knapa ya kenaikan TINS ditahan2 kayaknya...apa gajahnya nedudukin yach:) - Original Message From: Daniel Wong [EMAIL PROTECTED] To: obrolan-bandar@yahoogroups.com Sent: Thursday, May 3, 2007 2:17:01 PM Subject: [obrolan-bandar] TINS Wah kayaknya ada gajah besar sekali di 12700 buat TINS. Any comments guys? DW -- Ahhh...imagining that irresistible new car smell? Check out new cars at Yahoo! Autos.http://us.rd.yahoo.com/evt=48245/*http:/autos.yahoo.com/new_cars.html;_ylc=X3oDMTE1YW1jcXJ2BF9TAzk3MTA3MDc2BHNlYwNtYWlsdGFncwRzbGsDbmV3LWNhcnM-
Re: [obrolan-bandar] TMPI alert !!!!!!!!!!!!!
Bos, ada berita apa? sy lg pegang nih.. mohon bantuan informasinya thanks On 4/20/07, Jack Cowok [EMAIL PROTECTED] wrote: The games will over. Be Carefull Jack -- Ahhh...imagining that irresistible new car smell? Check out new cars at Yahoo! Autos.http://us.rd.yahoo.com/evt=48245/*http://autos.yahoo.com/new_cars.html;_ylc=X3oDMTE1YW1jcXJ2BF9TAzk3MTA3MDc2BHNlYwNtYWlsdGFncwRzbGsDbmV3LWNhcnM-
Re: [obrolan-bandar] Dividend TINS cuma Rp. 195,-
207 dari detik.com http://www.detikfinance.com/index.php/kanal.read/tahun/2007/bulan/04/tgl/17/time/134815/idnews/768533/idkanal/6 On 4/17/07, Andri Wijaya [EMAIL PROTECTED] wrote: menurut pak FS deviden tins 207, so yang mana yang benar? On 4/17/07, ALX [EMAIL PROTECTED] wrote: SOL -- [EMAIL PROTECTED]
