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Mining 101

7 142 06 Apr, 2007 02:46

London Metal Exchange (LME)

6 131 17 Feb, 2007 08:35

Why We Are in Secular Bull Market in Commodities

pages: 1 2 3 4 ... 22
220 7862 28 Jul, 2022 17:47

Price < 500, PER < 10

pages: 1 2 3 4 ... 6
56 1702 14 Nov, 2018 08:44

Indonesia: news/indikator ekonomi, moneter dan perbankan

pages: 1 2 3 4
37 1187 05 Jul, 2006 13:06

Major & Regional (Indices & News)

pages: 1 2 3 4 ... 19
190 3493 today, 10:28

Mistakes We Often Make

pages: 1 2 3 4 ... 6
54 702 21 Mar, 2021 12:03

P-Es aren''t perfect for picking stocks

7 138 14 Feb, 2006 09:52

Your Latest Movies

pages: 1 2 3 4 ... 21
204 3176 24 Aug, 2021 11:42

Pigeon

pages: 1 2
13 287 29 Nov, 2005 11:12

Emerging Markets - cuplikan artikel

pages: 1 2 3 4 ... 6
57 2114 04 Feb, 2007 04:32

(low) PER Never Fails Me

2 125 17 Jan, 2004 07:08

Posts

03 Dec, 2003 23:44
PGN mahal….. Bung Indy rupanya long-time fans yah…. hehe….
05 Dec, 2003 07:49
Bung Alfa, Selain masih undervalue, UNTR juga menikmati potensi kenaikan harga batubara kan ?. Bung Binngung, kalo itungan gue sih Rp. 1600 tuh FV… Malah ada salah satu sekuritas asing proyeksi FV nya Rp. 2300 tuh. Jadi beli aja deh…ngga rugi koq Bung BEJ, lapkeu Q3 2003 EPSnya 248, secara simple diannualized jadi 331, kalau pakai PER 7 (diskon dari PER IHSG yg antara 9 - 10) maka jadinya 2,317 per saham….. masuk akal kan hitungannya sekuritas asing itu…. Jangan sampai ketinggalan sama asing…..
06 Dec, 2003 11:58
Mungkin yah…. Tapi harus fokus…. Avoid banking…. Konsentrasi ke Astra group…. Nggak nyangka BBRI bisa jebol juga….. :evil:
06 Dec, 2003 12:01
Ada artikel menarik di Forbes mengenai small-cap stocks: Small Or Large? Size Matters Vahan Janjigian, Director, Forbes Investment Advisory Institute, 11.11.03, 7:00 AM ET I was recently asked to comment on the surprisingly strong year-to-date performance of small-cap stocks. The S&P 500, a predominantly large-cap index, is up 20% so far this year. Yet the small-cap Russell 2000 has surged more than twice as much. The fact is that there is nothing surprising about small-cap stocks outperforming larger issues. This has long been recognized, in the academic community as well as on the trading floor. One of the best–but certainly not the first–studies on this subject was published in 1993 by Eugene Fama and Ken French. They segmented stocks into ten groups according to market capitalization and found that for 10-year holding periods, the smallest-cap stocks went up about six times in value on average while the largest stocks only about tripled. Yet investors tend to remember best what happened most recently. They also tend to extrapolate that recent experience into the future. In what eventually led to the 1990s stock market bubble, equities didn''t behave as they usually do. Indeed, instead of outperforming the larger issues, small caps significantly lagged them. The S&P 500 more than tripled in value for the five years ending December 1999. That works out to a 26% annualized rate of return–and that''s not counting dividends. And even within the index, the largest of the large-cap stocks did the best. Stocks like Microsoft (nasd: MSOFT), General Electric (nyse: GE), Intel (nasd: INTC) and Cisco (nasd: CSCO) were responsible for the bulk of the gains. During the same five years, the Russell 2000 only doubled in value, which is 15% on an annualized basis. Of course, that''s nothing to sneeze at, but it''s nowhere near the S&P''s result. The point is that although small-cap stocks don''t always outperform, they do on average, and for good reason: They tend to be riskier. And in an efficient market, investors will take on more risk only if they expect more reward. So we shouldn''t be surprised to see that small caps beat large caps most of the time. We should, however, be a little surprised by how much they have been outperforming in recent periods. That''s because the recent performance can''t be explained by the additional risk alone. According to Jim Oberweis, small caps will continue to lead the recovery for several years. His portfolio is up 111% year-to-date thanks to stocks like NetEase. What happened in the 1990s was an aberration. Masses of investors opened up e-trade accounts and began trading online. Short-term day trading gained popularity and these momentum-oriented investors piled into the most popular more liquid stocks. I believe what has been happening this year is a continuation of a long adjustment process. Small-cap stocks are making up for their lagging performance in the recent past. Although I expect them to continue beating the larger issues through the end of the year, the degree of out-performance we have witnessed so far this year isn''t likely to last that much longer. Probably soon after the new year, the larger issues will start closing the gap. Investors should be prepared to switch into larger stocks when that time arrives.
tiba-tiba jadi top gainer hari ini ? ada apa ? Top gainer dengan modal Rp. 23,827,500….. sebanyak 1,643 lot…. Pasti ada yang jual INCO 2 lot terus borong GDWU… hehe
08 Dec, 2003 23:49
Saya targetkan PER UNTR akan ke 2- 3 point di bawah PER IHSG, atau sekitar 7… Kecuali kalau proses restrukturisasi sudah final….
10 Dec, 2003 23:48
Kelihatannya mulai panas nih…. Gimana Bung BEJ, ada info asing/institusi yang masuk nggak? Soalnya Anda kan informasinya yahud… Beberapa hari ini memang transaksi membesar…. Yang aktif buy a.l. seperti KZ (sudah biasa), yang nggak biasa a.l. CC (kemarin buy UNTR 6,000 lot tapi jualan BMRI 6,000 lot)….
11 Dec, 2003 23:41
UNTR targetkan restrukturisasi hutang selesai pada Q1 2004, sementara right issue pada Q2 2004. Progress saat ini: 60-70% kreditur setuju skema restrukturisasi yang diajukan. (Investor Indonesia, December 12, 2003)
17 Dec, 2003 21:12
batu bara naikkkkkkkkkkkkkk makin cepet aja neck ke 1250 berapa sih harga batubara dunia? Coal price sekarang sekitar USD 40-41 /MT, sedangkan di awal tahun 2003 baru sekitar USD 27-28 /MT.
18 Dec, 2003 15:14
UNTR right issue USD 75 juta, ASII standby buyer USD 40 juta. Pelaksanaan right issue 6 bulan lagi (Q2 2004). 58% kreditor sudah setuju skema restrukturisasi. (Investor Indonesia, 18 Desember 2003)
19 Dec, 2003 00:31
Bravo Bung BEJ, Bung Buntung, Bung Spec…. Ngapain takut sama RI kalau masih 6 bulan lagi, nikmati aja trend up s.d 3 bulan ke depan…. Pagi ini rupanya market agak jitter sama RI, tapi siangnya langsung joss…. Karena yang penting adalah exercise price-nya di berapa…. Saham beredar 1,566,296,500, saham dalam portepel 6 milyar lembar. Supaya milik publik yg tidak exercise nggak terdilusi banyak harusnya RI sekitar 10 for 1, atau maksimal 5 for 1. Dengan target USD 75 juta maka exercise price minimal 2,025 (kurs 8,500)….. Itu cuma hitung-hitungan matematis, tolong dong dikoreksi Bung BEJ…. Anyway, target masih tetap, PER 7, proyeksi EPS 2003 full year 331 (annualized dari EPS Q3 2003), jadi target di 2,300….. Jalan masih panjang…..
22 Dec, 2003 23:43
smile

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