[obrolan-bandar] Asia Seen Weathering Any US Recession
Monday January 21, 3:08 pm ET By Thomas Hogue, AP Business Writer Asian Economies, Less Dependent on US, Seen Weathering Possible US Recession BANGKOK, Thailand (AP) -- Asia would be able to weather any recession in the United States, analysts say, because rising trade and investment within the region make it less dependent on the U.S. economy than in the past. While a severe downturn in the United States would drag on Asian growth by eroding demand for exports, a rapidly growing middle class is fueling orders for automobiles, electronics and housing -- much of which will be supplied from Asia itself. Voracious demand for oil, iron ore and other commodities to build roads, sewage systems, and office buildings -- especially in the booming economies of China and India -- will also help sustain the region through any U.S. slowdown. The U.S. economy is not that important anymore, Hans Timmer, a World Bank economist, said in Singapore earlier this month. Excluding Japan, 43 percent of Asia's exports go to other nations in the region, Lehman Brothers calculates -- up from 37 percent in 1995. China and India represent a bigger presence on the world stage than just a half dozen years ago, said David Cohen, director of Asian forecasting at Action Economics in Singapore. China, in particular, has more it can bring to buffer whatever happens in the U.S. A drop of 1 percentage point in U.S. economic growth would shave 1.3 percentage points from China's growth rate due to lower exports, Citigroup says. Since China is growing so fast, that isn't likely to make much of a dent. China's economy will still expand 11 percent this year, slightly slower than in 2007, Citigroup projects. Lehman Brothers forecasts 2008 growth will drop to 9.8 percent. But Rajeev Malik, an economist with JPMorgan Chase in Singapore, cautioned that growth in China and India could not make up all the slack of a U.S. downturn. Demand in industrial countries is still pretty important for the rest of Asia, Malik said. While China and to some extent India offer some offsetting demand, there will still be some downshifting in activity if the U.S. goes into recession. Japan, the world's second-largest economy, may suffer the most from a U.S. contraction. Ryutaro Kono, chief economist at BNP Paribas in Tokyo, predicts that the nation's economic growth will drop this year to about half of the 2 percent it has marked in recent years. The damage from the overseas economic problems hasn't really surfaced yet, Kono said. But it will be coming. Asian stock markets -- many of which had stellar runs last year -- have tumbled in recent weeks amid worries that a slowdown in the U.S. will hurt corporate profits. Hong Kong's blue-chip Hang Seng index plummeted 5.5 percent Monday, its biggest percentage drop since the Sept. 11, 2001, terror attacks. Japan's benchmark Nikkei 225 index slid 3.9 percent to its lowest close in more than two years, and China's Shanghai Composite index plunged 5.1 percent. Lower demand for Chinese exports could even have a silver lining for China by restraining inflation, which has soared to the highest level in more than a decade.
[obrolan-bandar] Re: Tin tembus 15rb lagi
It's going to reach that number :-) But, I wonder who would rationally buy Timah at this multiple. Is it going to be the clash of the titans? --- In obrolan-bandar@yahoogroups.com, Halim Mintareja [EMAIL PROTECTED] wrote: PE 10.. yang bener aja... ha.ha... On 8/31/07, Vic [EMAIL PROTECTED] wrote: target tetep 24 rebu pas --- In obrolan-bandar@yahoogroups.com, sbudianaY sbudiana@ wrote: C7 Pa DE, will try to gamble and sell tomorrow till lowest 12.000 Happy Cuan Trading, SB From: obrolan-bandar@yahoogroups.com [mailto:[EMAIL PROTECTED] On Behalf Of Dean Earwicker Sent: 30 Agustus 2007 18:44 To: obrolan-bandar@yahoogroups.com Subject: RE: [obrolan-bandar] Tin tembus 15rb lagi Ambil jalan tengah aja pak, 12500. heheheh. Regards, DE From: obrolan-bandar@yahoogroups.com [mailto:[EMAIL PROTECTED] On Behalf Of sbudianaY Sent: Thursday, August 30, 2007 5:40 PM To: obrolan-bandar@yahoogroups.com Subject: RE: [obrolan-bandar] Tin tembus 15rb lagi Importance: High Wuahahaha, yang satu bilang turun 10.000 dan yang lain bilang 15.000, kacau balaulah, yang benar yang mana yah, binun aku, hehehe.. From: obrolan-bandar@yahoogroups.com [mailto:[EMAIL PROTECTED] On Behalf Of Herman Sent: 30 Agustus 2007 14:14 To: [EMAIL PROTECTED]; obrolan-bandar@yahoogroups.com Subject: [obrolan-bandar] Tin tembus 15rb lagi No virus found in this incoming message. Checked by AVG Free Edition. Version: 7.5.484 / Virus Database: 269.12.10/977 - Release Date: 28/08/2007 16:29 _ I am using the free version of SPAMfighter for private users. It has removed 3634 spam emails to date. Paying users do not have this message in their emails. Try SPAMfighter http://www.spamfighter.com/len for free now! No virus found in this incoming message. Checked by AVG Free Edition. Version: 7.5.484 / Virus Database: 269.12.12/979 - Release Date: 8/29/2007 8:21 PM No virus found in this incoming message. Checked by AVG Free Edition. Version: 7.5.484 / Virus Database: 269.12.10/977 - Release Date: 28/08/2007 16:29 _ I am using the free version of SPAMfighter for private users. It has removed 3642 spam emails to date. Paying users do not have this message in their emails. Try SPAMfighter http://www.spamfighter.com/len for free now! + + + + + + + Mohon saat meREPLY posting, text dari posting lama dihapus kecuali memang diperlukan. + + + + + + + Yahoo! Groups Links
[obrolan-bandar] Re: SELL NOW OR DIE..baru 2.5% masih nanggung tuh!
Who really cares about manner, as we don't care about the fact that more than half of this mailing list members are anonymous (just like myself :-)). It's funny and strange as well to see some unreal names get angry at another fake ID :-). As long as I can recall, one of several traits of a good trader is having to do with controlling one's emotion. But, darn! She's so accurate, though might be a bit loose tongued :-) So, lady, be trigger-happy bomber to drop another 2 percent bomb. 5 percent if you might like :-) (The 20th anniversary of Black Monday crash of 1987 has just passed by with only 2.64% drop. But still, be cautious, as JSX always exaggerates the Dow). So, fasten your seatbelt. --- In obrolan-bandar@yahoogroups.com, jsx_consultant [EMAIL PROTECTED] wrote: Si Elaine sepertinya orang 'DALEM', biarin aja dia NGOCEH... Milis ini sebenarnya penuh orang seperti si Elaine, cuman si Elaine cara nyampeinnya kasar... Kita juga perlu orang 'INDIDER' seperti dia dimilis, memang milis jadi HEBOH, tapi info insidernya KAN TEPAT yaitu -2,02%, selisih 0,02% dari bom yg dia bilang !!! --- In obrolan-bandar@yahoogroups.com, Rei highwaystar91@ wrote: Elaine, BYE! Don't ever come here again... Not one more post OKAY?!! Pedagang Kentang orkaybgt@ wrote: We have cancelled our investment in Indonesia. Your country is simply too corrupt. The deal is off. We're leaving. Sincerely yours, Elaine PS: Dean, yes we've met before. You're getting softer huh.. :) Aggresive? You have no idea. On 10/19/07, terry astradika astradika@ wrote: Pak Kentang, turunin lagi donk, tanggung nih belum bisa beli, harganya belum diskon banget tuh..please turunin lagi donk...please..baru -2.5%. punten ya yang laen, ini antara saya dan bos kentang aja. tks anyway.. Pedagang Kentang orkaybgt@ wrote: Do you want more? Where's my manner.. there's no manner in the market. You can sell your portfolio if you want Or you can hold it as long as you wish, while watching it being ripped piece by piece, until you realize that it's already too late. Whatever you do, is not my business. Good luck, and good bye. On 10/19/07, James Arifin james.arifin@ wrote: Drop aja bomnya jangan OMDO On 10/19/07, Pedagang Kentang orkaybgt@ wrote: your money is too insignificant, so i could care less.. fine then are you still laughing if drop a bomb to minus 2% On 10/19/07, Rei highwaystar91@ wrote: IC...thanks for the warning. But what's in it for YOU? Are you trying to be a hero? If so, thank you very much. If not...then Mbah will punish you Pedagang Kentang orkaybgt@ wrote: THIS IS ONE WAY TO HELL BEFORE THE MASSACRE WE ARE ON OUR WAY TO RECESSION GET OUT OR GET BUSTED YOU HAVE BEEN WARNED RESEARCH HAVE BEEN OUT TO LURE YOU SPECIAL AGENTS HAVE BEEN SPREAD TO LURE YOU CHARTS HAVE BEEN DRAWN TO TRICK YOU THE MEDIA HAS BEEN OUT TO GET YOU TO MAKE YOU BUY HIGH AND SELL ZERO DON'T BE PANIC (YEAH RIGHT) On 10/19/07, James Arifin james.arifin@ wrote: Maksudnya biar bandar kejedut juga bos Andri sehingga kita bisa tampung di bawah dan pas bandar narik kita bisa ikutan cuan cepat heheheh daripada diduluin ama Bandar bisa lama nariknya, apalagi target akhir tahun sudah ditetapkan kecuali ada rapat untuk rubah On 10/19/07, Andri Wijaya andri.wijaya@ wrote: kalu semua pada OUT masak bandar yang disuruh kejedut sendiri lagi, kira2 bandar mau dijedutin sendiri.? kalu barang ada di bandar semua tinggal tarik terus saja case : index 16 august low di 1863 dan 18 okt high di 2661 jadi hanya butuh waktu 2 bulan untuk naik hampir 800 point (43%) kenapa bisa begitu ?? padahal tahun kemaren, bulan mei 2006 index buat break high saja butuh 4bln karena waktu bulan Juli 2007 market jatuh, BANDAR juga KEJEDUT jadi nariknya lebih gampang kalau balik ke 1900 market jadi bearish On 10/19/07, Agus Irawan agirawan19@ wrote: wah asik nich kalo bisa ke 1900 lagi...hmm myam..myam siapin peluru ach... On 10/18/07, Kentang Busuk frendychandra@ wrote: dear folks Today china - 3.5 % india - 3.83 %, yesterday hit - 9 %, but smaller at the end dow ? 2 days REDand the 3rd ? still running, and it's RED usd jpy 115.65 jsx ? soon - 4 % what do you expect guys ? SELL ALL YOUR STOCKS NOW !! I JUST GET AN INTERNAL INFO
[obrolan-bandar] Re: Cancel Warrant Tin meningkat menjadi 9% dari sebelumnya 5%, Tin ke 16000 ?
According to basemetals.com, cancelled warrants for tin rose again. Also referring to basemetals' technical analysis, tin is forming an ascending triangle. Since Timah price is trailing LME tin price, it should be also forming the same ascending triangle pattern. --- In obrolan-bandar@yahoogroups.com, cuan.lagi [EMAIL PROTECTED] wrote: Selama harga tin diatas 15rb, EPS TINS pasti diatas 3rb. Dgn PE 6, TP TINS MINIMAL 18rb. Yg jelas TINS masih murah buanget, hanya tergantung kamauan BD. Saat ini, asing mulai masuk ... time to take- off ?? tergantung BD deh Menurut saya (tiny investor) time to collect / average up. Seandainya gudang anda sudah penuh, this is not the time to trade again, just sit tight, buckle yr seat belt and wait for take off. God Bless (Disclaimer on) --- In obrolan-bandar@yahoogroups.com, Herman power8100@ wrote: Harga tin saat ini 15450, naik 150 dari 15300 closing kemarin. Meskipun Inventory +100, tapi Cancel Warrant Tin meningkat menjadi 9% dari sebelumnya cuma 5% Akankah tin menuju 16rb ? Regards, Herman
[obrolan-bandar] Re: GO TINS GO !!!
China becomes net importer Release date: 26 Sep 2007 China was a net importer of tin in August, according to official trade figures released on Monday. During the month China exported 1,205 tonnes of refined tin and alloy and imported 1,364 tonnes. During the seven months to July 2007 China was a net exporter of almost 13,000 tonnes of tin and alloy, but recent production cuts and stronger demand have subsequently boosted domestic prices and import volumes. Local sources expect that September imports will also exceed exports. --- In obrolan-bandar@yahoogroups.com, cuan.lagi [EMAIL PROTECTED] wrote: Good bye 12k ! Coming Soon - 20K ! Great job BD ! God Bless !
[obrolan-bandar] Fwd: Re: SUPER STRONG BUY TINS - LABA Q2 BAKAL KINCLONG BANGET..
If this could be any strong indication of a spectacular full year result, possibly a 3,500 rupiah of EPS, then Monday will see a gap in the opening. --- In obrolan-bandar@yahoogroups.com, laven_28 [EMAIL PROTECTED] wrote: EXPORT TINS 2007 : APRIL TON MAY TON JUNE TON TOTAL EXPORT Q TON HARGA RATA TIMAH BERDASARKAN KLTM : APRIL 2007 USD 14164 MAY 2007 usd 14205 JUNE 2007 USD. 14035 KLO KITA ASUMSIKAN HARGA JUAL RATA2 TINS UNTUK Q2 SEBESAR USD 13900 PERTON AJA, ESTIMASI LABA UTK Q2 SEBESAR : SALES (KURS 9100)2,364 MILYAR HPP (ANGGAP LA USD 8200 PERTON) 1,395 GROSS PROFIT 969 MILYAR OPERATING COST 80 MILYAR LABA USAHA 889 MILYAR TAX 35% 311 LABA BERSIH578 MILYAR JADI TOTAL LABA BERSIH 1H SEBESAR 578 + 314 = 892 MILYAR... BODOH AMAT BANDAR MAU NAEKIN ATO TIDAK, BUY AND KEEP...TUNGGU DEVIDENNYA AJA --- End forwarded message ---
[obrolan-bandar] [saham] Re: Saham Timah utk pak HALIM!
Timah is on sale now. With earning multiple of 4 this should be a must buy :-) --- In obrolan-bandar@yahoogroups.com, Halim Mintareja [EMAIL PROTECTED] wrote: PGAS ini termasuk the worse dan best choice. bagus karena limited downside... worse karena ngak naik-naik dari dulu. hari ini saya cuman tangkap PGAS dikit di 9700.. iseng.. berharap stabil dulu sebelum meneruskan rally. my trade today.. ASGR 415 BBKP 550 530 BNGA 850 830. beli semua. berharap besok masih turun lagi... tapi kalau rebound saya profit taking On 8/6/07, Eka Suwandana [EMAIL PROTECTED] wrote: PGAS juga bagus pak HALIM. tempo lalu anda pernah sarankan saya buy PGAS. sekarang saya percaya PGAS bagus soalnya kan harga jualan gas sudah naik 9.7%. EPS bisa naik 40-50%. Saya dari kemarin tunggu momen PGAS balik lagi ke 9000an. *Halim Mintareja [EMAIL PROTECTED]* wrote: Sip... terima kasih banyak. artinya TINS aman.. buat investor,, not trader On 8/6/07, pemainedan [EMAIL PROTECTED] wrote: Sekedar info... 2 bulan lalu pernah tanya ke Corsec-nya TINS (Pudji Samekto), via e-mail. Menurutnya, utk Q2 ini COGS kurang lebih sama atau lbh tinggi sedikit dr Q1. Sebagai perbandingan, delivered cost/tonne Q1 sktr 8800-8900an. Semoga membantu. Salam, -Anton T. --- In [EMAIL PROTECTED] saham%40yahoogroups.com, nicholas alvin nicholas_alvin@ wrote: COGS kayanya ngak beda jauh dari 1Q07 yg jelas makin bagus EPSnya Kalau harganya bisa bertahan di atas $ 15.000/mt sampai akhir tahun EPS bisa di atas Rp 3.000 Jadi TINS perusahaan blue chips yg paling murah dgn P/E 4 -5 x Padahal perusahaan sejenis diluar P/Enya 10 - 30 x Halim Mintareja hmin918@ wrote: saya retail pak.. tebus dari distributor.. buat keperluan timah patri. baru bulan juli naik pelan-pelan dari 70rb / kg jadi 90 rb/kg minggu lalu batuin cari info soal COGS TINS dong.. masalah besar nih... sales 100% naik... volume penjualan 100% naik... cuman tinggal COGS doang nih.. dari bulan lalu cari bocoran dikit aja kagak bisa. keenakan bandarnya kalau terus-terusan seperti ini hmin On 8/5/07, laven_28 laven_28@ wrote: TEBUS DARI MANA PAK? Setau saya, Collector2 masih membeli dari tambang2 rakyat seharga 40rb-45rb tuh...sicolector untung gede banget dong klo dia jual 90rb... kemahalan tuh beli pak! --- In [EMAIL PROTECTED] saham%40yahoogroups.com, Halim Mintareja hmin918@ wrote: Mn. bener-bener susah menentukan valuasi TINS saat ini. Yang punya access please.. Bisa tanya ke corporate secretary ngak ya ?? COGS TINS betul-betul meragukan. note : Kemarin saya tebus harga timah sudah naik dari 70 rb/kg jadi 90 rb/kg halim On 8/5/07, Dean Earwicker dean.earwicker@ wrote: Setuju banget. Lagipula timah belum ada penggantinya, resourcenya terbatas, demand terus naik. . Regards, DE -- *From:* [EMAIL PROTECTED] saham%40yahoogroups.com [mailto: [EMAIL PROTECTED] saham%40yahoogroups.com] *On Behalf Of *laven_28 *Sent:* Sunday, August 05, 2007 7:57 AM *To:* [EMAIL PROTECTED] saham%40yahoogroups.com *Subject:* [saham] Re: Saham Timah untuk yg punya saham tins, hold aja...klo sahamnya gak naek2, kita nikmati DEVIDENnya aja...dengan EPS diatas Rp. 3000 pertahun...DEVIDEN udah diatas 10%.. Timah sudah termasuk barang antik, mana ada didunia ini ditemukan Cadangan baru utk TIMAH, yang ada malah nanti cadangan makin menipis, harga TIN akan trus naek. P.t. Timah sendiri saya rasa, mau gak mau dia akan expansi ke industri Hilir, seperti YUNAN TIN.. Ngomong2 tentang PER, TINS Pernya paling rendah.. Bandingkan dengan indutri Sejenis, Malaysia smelting aja pernya 10x. Klo Yunan TIN, udah 30x.. yang penting jangan pake margin atau funding. j --- In [EMAIL PROTECTED] saham%40yahoogroups.com saham% 40yahoogroups.com, laven_28 laven_28@ wrote: Mengenai COGS TINS, saya rasa gak bakalan terlalu berubah dari sebelum2nya...soalnya Colector2 menjual ke TINS paling mahal 71rb perkg nya... skrg kontribusi TIN ore paling besar masih dari Collector2 yang notabene mengumpulkan TIN ORE dari KP2nya TINS. Kalo yang dari kapal keruknya COGSnya malah lebih murah lagi... . -- Internal Virus Database is out-of-date. Checked by AVG Free Edition. Version: 7.5.446 / Virus Database: 269.10.23/924 - Release Date: 7/28/2007 3:50 PM
[obrolan-bandar] Re: ANTM Q1'07 estimated EPS bisa di kisaran Rp500
Be a bit prudent won't hurt though. Just read the following lines: Eramet Says China May Double Nickel Substitute Output in 2007 By Tan Hwee Ann and Madelene Pearson April 4 (Bloomberg) -- Eramet SA, operator of the world's largest ferronickel plant, said China may more than double production of nickel pig iron, used as a replacement for nickel, as the price of the pure metal soars to record. China, the world's largest consumer of nickel, may produce 60,000 tons of the pig iron in 2007, up from 25,000 tons last year, said Jacques Bacardats, president of Eramet, according to a transcript of a press conference held today in New Caledonia. Chinese steelmills including Baosteel Group Corp. are increasingly relying on nickel pig iron, which contains between 1 and 3 percent of nickel, to make stainless steel to contain costs. China may import 1 million tons of nickel ore from New Caledonia this year to make the pig iron, Bacardats said. ``This product, sold well below market prices, is in direct competition with traditional products such as ferronickel,'' said Bacardats. ``The high prices encourage users to seek substitute materials to nickel.'' The price of nickel soared to a record $48,600 a ton yesterday. Macquarie Bank Ltd. analysts led by Jim Lennon said China may produce as much as 80,000 tons of nickel pig iron this year. To contact the reporter on this story: Tan Hwee Ann in Melbourne at [EMAIL PROTECTED] ; Madelene Pearson in Melbourne on [EMAIL PROTECTED] Last Updated: April 4, 2007 03:58 EDT --- In obrolan-bandar@yahoogroups.com, bangbang_kw [EMAIL PROTECTED] wrote: Harga rata-2 nickel untuk Q1 ada di kisaran $38500/MT atau $17.5/Lb, kalau produksi ANTAM sekitar 5000MT, maka earning Q1 ada di kisaran Rp500 atau annualized EPS hampir Rp2000. Jadi harga wajar untuk PER 7 ada dikisaran Rp14000, kalau PER 9 di Rp18000. Perlu diingat kalau harga nickel bertahan, maka Q2 EPS akan semakin besar. Salam. --- In obrolan-bandar@yahoogroups.com, highwaystar91 highwaystar91@ wrote: Ada yang bisa prediksi? Thanks!
[obrolan-bandar] Re: LME MORNING - Base metals edge higher, tin hits fresh 18-year highs
How about going way back to its inflation-adjusted historical high of $35,000/tonne? ITRI surely had a reputation at stake when they predicted that tin price could go up as high as $20,000/tonne. --- In obrolan-bandar@yahoogroups.com, Knight [EMAIL PROTECTED] wrote: seandainya balik ke 8000? On 3/23/07, Joe Grunk [EMAIL PROTECTED] wrote: *LME MORNING - Base metals edge higher, tin hits fresh 18-year highs bahkan diperkirakan analis LME akan terus naik. Apakah TP 14.400 Terlalu jauh? Atau dekat? *
[obrolan-bandar] Re: TINS telah breakout diatas round numbernya buy TINS now!!
Mega bullish, hmmm, nicely coined. The fact is, every commodity-related stock is up spiraling through the formidable waves of this commodity super cycle of the century. How bombastic :-) But it's true. --- In obrolan-bandar@yahoogroups.com, Aria Bela Nusa [EMAIL PROTECTED] wrote: Yah, tunggu 'aja pola reversal - turun2 atau side-aways (flat) beberapa waktu - shg bisa jualan di sekitar puncaknya (tentunya dg kontrol/monitor psychological of tradings yg bener2 ketat, ya). :) Ada kemungkinan (prob) sdg terjadi/terbentuk mega-bullish - yg memang berkelanjutan2. Regards, Aria -Original Message- From: obrolan-bandar@yahoogroups.com [mailto:[EMAIL PROTECTED] On Behalf Of Frederick Schubert Sent: 21 Februari 2007 8:34 To: obrolan-bandar@yahoogroups.com Subject: Re: [obrolan-bandar] Re: TINS telah breakout diatas round numbernya buy TINS now!! 10,100caution caution... a flow sell is set. disclaimer HEAVILY ON. cheers budi suryono [EMAIL PROTECTED] wrote: nggak usah take profit dulu pak,nggak ada yang tahu puncaknya, kalau anda gunakan trailing stop yang baik, anda bisa capture movement TINS dengan baik, sekedar tips yang mudah anda bisa set trailing stop di slightly below a round number,just guess recent round number,rgds bangsur [EMAIL PROTECTED] wrote: terima ksih p Budi... Terima kasih p Budi atas infonya, hari ini take provit di TINS, ngeri pegang 4 hari, stress habis karena gak bisa dianalisa pakai TA banyak gorengan. --- In obrolan-bandar@ mailto:obrolan-bandar%40yahoogroups.com yahoogroups.com, budi suryono chart_miner@ wrote: - Everyone is raving about the all-new Yahoo! Mail beta. _ The fish are biting. Get http://us.rd.yahoo.com/evt=49679/*http:/searchmarketing.yahoo.com/arp/s ponsoredsearch_v2.php?o=US2140cmp=Yahooctv=Q107Taglines=Ys2=EMb=50 more visitors on your site using Yahoo! http://us.rd.yahoo.com/evt=49679/*http:/searchmarketing.yahoo.com/arp/s ponsoredsearch_v2.php?o=US2140cmp=Yahooctv=Q107Taglines=Ys2=EMb=50 Search Marketing. _ Access over 1 million songs - Yahoo! http://pa.yahoo.com/*http:/us.rd.yahoo.com/evt=36035/*http:/music.yahoo .com/unlimited/ Music Unlimited.
[obrolan-bandar] Re: Fw: Timah (TINS IJ, BUY --- TP 11.000)
--- In obrolan-bandar@yahoogroups.com, James Arifin [EMAIL PROTECTED] wrote: pikirkan sendiri juga kenapa riset tentang TINS keluar semua sekarang ... Bandar sudah cuci gudang tapi masih ada sisa sehingga perlu narik semut buat cicipin sisa2 gula ... hati2 TINS sudah terlalu overbought dan belum pernah koreksi On 2/13/07, Giri [EMAIL PROTECTED] wrote: Dana reksa masih menggunakan asumsi harga TIMAH $ 11.000/mt target pricenya Rp 11.000,- Harga timah sudah naik, menjadi $12.750/mt, apakah TP masih tetap Rp 11.000 ? Pikirkan sendiri
[obrolan-bandar] Re: BLTA strong buy - riset DBS 24/08/06
--- In obrolan-bandar@yahoogroups.com, James Arifin [EMAIL PROTECTED] wrote: Saya pernah bikin analisa simple bulan Mei kemarin ketika BLTA mulai bahwa paling lambat 1 tahun ke depan - Mei 2007 BLTA akan menyentuh level 4700-an. Karena waktunya masih panjang, silakan disimpan email ini untuk dicross check tahun depan. On 8/30/06, Marjan Syah [EMAIL PROTECTED] wrote: Temans.. Saya lampirkan riset dari DBS tanggal 24 Agustus 2006 mengenai BLTA. Berdasarkan pengamatan saya sendiri yang berkaitan dengan program buyback saham BLTA saya mempunyai analisa secara kasar sebagai berikut: Program buyback mulai dilakukan pada tanggal 26 Juli 2006 pada saat harga 1770. Sampai pada laporan terakhir ke BEJ tanggal 25 Agustus, BLTA telah melakukan buyback saham sebesar 19,227% dari yang diijinkan dan membawa harga saham BLTA dari 1770 ke 1960. Jadi, jika fasilitas digunakan sepenuhnya maka pergerakan harga saham BLTA adalah sebesar 100/19,227*(1960-1770)+1770=2750. Ini cuma hitung2an secara kasar untuk menambah bahan untuk mengutak atik harga saham BLTA ^_^ Jadi menurut saya saham tersebut akan dicoba dibawa ke level 2500 (posting sebelumnya berdasarkan PE ratio) hingga 2750 sebelum IPO untuk mencapai target harga antara 3,000 (DBS) - 3100 (Mandiri Sekuritas) setelah saham BLTA listing di Singapore. Regards, MJ
[obrolan-bandar] Re: R/e Nickel - sudah ada yg baca?
As sure as your call on Gas Negara ? --- In obrolan-bandar@yahoogroups.com, Halim Mintareja [EMAIL PROTECTED] wrote: Mn... sekedar mengingatkan... nickel rally pada suatu saat akan hit it's peak.. dan saya 100% yakin terjadi dalam 6 bulan ke depan. Kenapa.. supply demand tidak seimbang... saat banyak yang sebut demand nickel jauh lebih tinggi dari supply. Kalau saya bilang demand untuk hedge fund yang lebih tinggi dari supply alias deman yang cuman untuk disimpan di gudang. Ntar kalau demand yang disimpan di gudang itu jadi Supply saya yakin Nickel bisa hit 30.000 Saya 100% yakin tidak sampai 6 bulan ke depan On 1/26/07, Odink [EMAIL PROTECTED] wrote: gak usah mikir panjang2 pak.. yg jelas nickel naek terus http://www.kitconet.com/charts/metals/base/t24_nk450x275.gif On Thu, 25 Jan 2007 18:39:05 +0700, Rei [EMAIL PROTECTED] wrote: Ada pendapat? Pak Eka? Price on Nickel Did Not Go Up Drastically Yahoo! Groups Links
