It's in the news, The Trader Guru Warren Buffet start a hunt on Energy stocks. Using his financial Company's Berkshire Hathaway, he acquire 17,5 million of Conoco Shares. Could it means bottom has reached ?
However, the tycoon has made some statement he is doing this for a long term stake. Just curious how long is his long term anyway. For your insight my fellow reader, these days, oil exporting nation suffer for a massive decrease in oil price caused by economic slowdown in many major-oil-importing-nation, just go googling, you'll find news saying that Japan, German, Britain has gone to depression.
For Indonesia, this could be good, since we are a net importing nation. Well, at least theoretically.
Sunday, November 16, 2008
Warren Buffet Go Shopping for Energy Stocks
Labels: commodity, energy, indonesia only, outlook
Posted by mediasakinah at 8:24 PM 66 comments
Wednesday, November 12, 2008
Forum on Finance and Economy [in Bahasa]
Yesterday I start a new forum, it's http://forum.belajarkeuangan.com, frankly speaking, the forum still empty and i'm in a process of persuading people i know have competence in finance/economy topics. The process this far is going well, i got researcher from Gadjah Mada University joining my band [nickname : hamdy] he moderate news forum. While another friend of mine [nickname : p3ni] moderate forum on practical finance. I'm in a process to persuade another friend with IT background to help me run the administration, hope he will agree my offer.
For any of you speak in Bahasa and have a decent time and power to join, i hope [beg] you to join our team. Just register at the forum and PM me.
i plan this forum also have some educational resource, there is a forum on basic finance. Geezzz, i hope i have the power to go on. Wish me luck everybody!
Labels: for fun, indonesia only, to be honoured
Posted by mediasakinah at 10:49 PM 25 comments
Friday, October 31, 2008
A Good Day to Die [in The Crisis]
Die.... no man! seriously, that's just a bombastic title to distract you [honestly, honour yours and others life]. Now i want to talk something about Indonesian economy again. This time about indonesian company profit.
Well as you my fellow analyst may aware 2007-2008 truly is a golden period for Indonesia, after recovered from a monetary crisis started at 1998, Indonesian firm finally could move on and focus on expansion once again [rather than trying to fix the 1998 mistake], banks credit growth achieve its peak at this period, And it is very lucky for us that the US crisis got it's final breakout on the 4th quarter of this financial year. Assuming the growth was good in the previous quarter, i bet you that there will be a nice amount of shiny golden -great growth- financial statement for this financial year. This could be a good boost to stock market [however the final statement usually out at March].
Look at the fact i gather from detikfinance.com [you can search for the ticker abreviation in Yahoo! Finance [add .jk suffix]] :
- CMNP gain IDR 92 bn for it's 3rd quarter profit [76% from target]
- Lippo Karawaci had a y-o-y profit growth of 14%
- UNTR book profit of IDR 2 tn for it's 3rd quarter [y-o-y rise for 89%]
- Astra International profit is IDR 9 bn higher that it was on the previous year
Just hope guys!!! this crisis period is not long enough to crush those achievement. I hope in 2009 companies have enough time to fix things destroyed in the current crisis before the annual financial report made [for 2009 financial year].
Labels: gone wrong, indonesia only, investment, opinion, outlook, stock
Posted by mediasakinah at 7:45 AM 21 comments
Thursday, October 30, 2008
Why Mr. Boediono didn't lower the BI Rates
[back to our main discussion ^_^] some of you may have aware how Mr. Boediono [the Indonesian Central Bank Governor] has decide to raise BI Rate. Yet no one in the news i read give any compliment about this policy, many criticize how the rate will crush the expansion of Indonesian economics.
Since banks play a major role in indonesian economics, most company got their finance from banks, rather than issuing obligation or stocks. The rate hikes will make bank liquidity source become more expensive, and this will cause banks to increase their lending rate also, while the lending rates increase will mean heavier burden for company, in significant way, company will forced to do lay off to spend less money in HR.
looking at the bright side, may be, just may be Mr. Boediono have some concern that in fact, Indonesian economics are build majorly on top of foreign investment, that making the foreign investment come to our economy is important. And with the rates cut in other countries Indonesia will gain from incoming investment. And also, Indonesian banks have problems with their expansion volume also. Note that these years (2007-2008) Indonesian banks book a massive around 20-30% of Lending Growth, this in my opinion will lead to less prudent banking practice [this is also the roots of current US crisis].
so, how the thing will go on is something beyond our reach this time, i have confidence on Mr Boediono personality, personally, i hope he and government as a whole make a right troubleshooting policy for this bumpy moment.
well, for you [and me] my fellow analyst, maybe it is time to include pessimistic scenario in your analysis, just for protection, your own protection [serious mode : ON]. good night and take care.
Labels: banking sector, debt, indonesia only, interest rate, outlook
Posted by mediasakinah at 8:47 AM 6 comments
Sunday, October 12, 2008
having realtime stock quotes without subscribe anything [indonesian stocks only]

those of you had eye on stock trading but still not sure about spending money on stock monitor, you can check [a real] realtime stock quotes at http://www.rti.co.id it require you to install Java though, but for something that is realtime it’s free [just fill the frontpage box with stock ticker you need]. Yes, folks it’s for indonesian stocks (stocks lister at BEI/Indonesian Stock Exchange only).
You can also have [an almost] realtime quotes in Y!Finance make sure you ad [.jk] behind the stock quotes you require, for example bbni.jk for BNI’s stock quotes. Y!Finance is enough and nice if you are a long term investor, since in my opinion LT investor doesn’t require much of a [real] realtime stock quotes, plus Y!Finance gave you the amazing charting wizard that truly help with the decision making.
for those of you have a serious thought on trading stocks in Indonesia, you can try http://www.rti.co.id paid package, it’s not expensive the cheapest package come with the price less than IDR 100,000 [less than USD 10].
pity me that the monitor does available for me, but i lack money to invest…..hahahaha………
Labels: company, indonesia only, investment, stock
Posted by mediasakinah at 7:17 AM 5 comments
