Baca ini adalah ulasan Mr Consistent (Pak JA)
IHSG kayak bola karet spt sekarang... banyak disukai trader...
base point tetep di sekitar 1.900...
Salam
YNWA
On 8/21/07, James Arifin <james.arifin(*)gmail.com> wrote:
>
> bukan analisa saya tapi salah satu analis di Danareksa yang menurut saya
> terlalu pesimis padahal waktu indeks di 2400an dia juga terlalu optimis,
> kalau saya sih bilang penurunan kemarin sudah cukuplah. Tapi kalau tetap
> diajak ke bawah hayu aja, walaupun nggak tahu apa kira2 alasan untuk
> turunnya. Seharusnya sudah time to buy lagi tp ada kemungkinan bandar2 masih
> ketinggalan sehingga mereka berusaha cari barang dengan SHORT
>
> On 8/21/07, yadi faris <yadi.bursa(*)gmail.com> wrote:
> >
> > waduw....indeks 1500....
> > jangan donk pak JA hehehehe
> >
> > On 8/21/07, James Arifin <james.arifin(*)gmail.com > wrote:
> > >
> > > Lah aneh nih, salah satu analis di Danareksa malah kasih clue bahwa
> > > indeks akan ke 1500an, terlepas dari benar atau salah sih yah kok
> > > kontradiksi antar analis di OD yah ... tapi bandar OD suka pelit sih
> > > terutama untuk saham2 IPO ... qiqiqiiqi
> > >
> > >
> > > On 8/21/07, swan silo <swan_groups(*)yahoo.com > wrote:
> > > >
> > > >
> > > >
> > > > ----- Forwarded Message ----
> > > > From: sulwan silondae < sulwan_s(*)yahoo.com>
> > > > To: swan_groups@ yahoo.com
> > > > Cc: sitinurullah(*)bankmega.com
> > > > Sent: Tuesday, August 21, 2007 10:35:21 AM
> > > > Subject: Fwd: FW: Coal Industry (OVERWEIGHT): Strong Fundamentals
> > > >
> > > >
> > > > tp ptba 11200 bumi 3050
> > > >
> > > >
> > > >
> > > >
> > > >
> > > > Note: forwarded message attached.
> > > >
> > > > Send instant messages to your online friends http://uk.messenger.yahoo.com
> > > >
> > > >
> > > > -----Original Message-----
> > > > *From:* Danareksa Equity Research
> > > > *Sent:* Tuesday, August 21, 2007 8:09 AM
> > > > *Subject:* Coal Industry (OVERWEIGHT): Strong Fundamentals
> > > >
> > > > *Coal Industry*
> > > >
> > > > Strong fundamentals
> > > >
> > > >
> > > >
> > > > *Deep corrections are not fundamentally driven*
> > > >
> > > > The recent share price weaknesses in our view are driven by the
> > > > overall equity market condition and not by fundamental issues in the coal
> > > > mining sector. We believe that the coal
> > > >
> > > >
> > > >
> > > > *Strong fundamentals*
> > > >
> > > > The global coal mining industry still has positive outlook in our
> > > > view. China 's net import position and infrastructure problems in Australia
> > > > and South Africa can push up the coal price further. The domestic demand is
> > > > also very strong driven by the 20,000MW power project. In our view the worst
> > > > case for the project is to be delayed, not cancelled due to Indonesia 's
> > > > strong need of coal.
> > > >
> > > >
> > > >
> > > > *Potential further upsides*
> > > >
> > > > The strong domestic demand over the next 2-3 years can lower
> > > > Indonesian exports. That can provide additional room for strong prices
> > > > because of Indonesia 's position in the global coal market.
> > > >
> > > >
> > > >
> > > > *OVERWEIGHT*
> > > >
> > > > We maintain our OVERWEIGHT call on the sector. The recent share
> > > > prices weaknesses should give good entry points for investors.
> > > >
> > > >
> > > >
> > > >
> > > >
> > > > *Isnaputra Iskandar** , CFA***
> > > >
> > > > (62-21) 350 9888 ext.3504
> > > >
> > > > isnaputra(*)danareksa.com
> > > >
> > > >
> > > >
> > > >
> > > >
> > > >
> > > >
> > > >
> > > > ------------------------------
> > > > Got a little couch potato?
> > > > Check out fun summer activities for kids.<http://us.rd.yahoo.com/evt=48248/*http://search.yahoo.com/search?fr=oni_on_mail&p=summer+activities+for+kids&cs=bz>
> > > >
> > > >
> > > >
> > >
> >
>
>
Received on Tue Aug 21 2007 - 04:03:33 EDT