ADA APA DENGAN BURSA KITA??????? INI JAWAB-NYA

Ini ramalan dari yang punya barang itmg 52000 tins 50000 asii 25000 aali 27500 ihsg 3234 SEMAKIN MENJAUH DARI RAMALAN :evil :evil :evil :evil :evil
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ASII dan AALI sih gak jauh :smile)
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one by one…..sik asik….
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Hari ini bursa males banget ………………….
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More negative on commodities\r\nWhen we finished our 3-day roadshow (5-7 August) in Singapore having met\r\nwith a total of 25 fund managers, we came away more negative on Indonesian\r\ncommodity-related counters due to the following three reasons:\r\n1. Many fund managers are still ”trapped” in commodity-related stocks as\r\nthe pace of the recent correction was so rapid and steep, disallowing\r\nmost from exiting in time.\r\n2. Fund managers who are still overweight in commodities are planning to\r\ntrim and rebalance their portfolios on upward moves, making future\r\nshare price bounce unsustainable in our view.\r\n3. We learned that investors who are underweight in commodities are NOT\r\nwilling to enter at current levels, as they expect further commodity price\r\nweakness and continued negative sentiment to linger longer due to:\r\n• Even the commodity bulls we met (except one) have acquiesced\r\nthat the commodity cycle is over and that we have probably seen\r\nthe peak in commodity prices.\r\n• Hence, while coal fundamentals/ demand could remain strong,\r\nequity share price performance on coal counters could decouple.\r\n• Planned price and volume controls on coal are likely to result in\r\ndiscounted valuations on Indonesian coal stocks.\r\n• Negative news on soybean and rapeseed oversupply situation to\r\nadversely impact sentiment on CPO.\r\nUnderweighting Indonesia\r\nSome fund managers we met had gone into hibernation, prefering to remain\r\ncash up or go into bonds amid the current market uncertainties. We were\r\ninformed that several big global houses had downgraded Indonesia to\r\nUnderweight on falling commodity prices. Currently, commodity-related stocks\r\naccount for close to 40% of the Jakarta Composite Index (see chart for details).\r\nConcerns on the Rupiah\r\nAs commodity prices fall, one fund manager in particular was concerned about\r\nthe performance of the Rupiah (IDR) on shrinking additional FX reserves.\r\nAdditionally, there were concerns on whether there is a bubble in the making\r\ngiven such strong recent inflow into government bonds. There was a question\r\non whether borrowing at 2% (USD) and getting a yield of 12-13% on IDR\r\ngovernment bonds were too good to be true.\r\nPolitical jitters ahead of the 2009 elections\r\nFinally, we had a great deal of questions and interests regarding Indonesian\r\npolitics leading up to the 2009 elections. With Golkar and Partai Demokrat\r\n(SBY’s political party) currently out of favor while Megawati’s PDI-Perjuangan\r\ndominating (see chart for details), there are concerns if SBY does not get reelected,\r\nwhich is bad news for the market for two reasons: 1. SBY is perceived\r\nas clean by international investors; 2. if Megawati were able to make a\r\ncomeback, reforms are likely to take a step back with corruption returning.\r\nMarket capitalization breakdown by sector\r\nConsumer-\r\nRelated\r\n14.0%\r\nTelcos\r\n15.3%\r\nBanking\r\n21.6%\r\nCoal\r\n21.9%\r\nCement/\r\nInfrastructure\r\n5.1%\r\nProperty\r\n1.9%\r\nOthers\r\n3.3%\r\nOther\r\nCommodities\r\n16.7%\r\nSource: Bloomberg\r\nGovernors breakdown by political party\r\nPDI-Perjuangan\r\n55%\r\nPKS\r\n27%
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Buset dah….gak kebayang buat ramalan PTBA nya bung javier :evil :evil
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