Skip to main content

Disclaimer

The stocks recommendation and market news being written in this blog is for your information only. The writer is not trying to influence you to make any execution in the market. The writer is not responsible for any loss that you make for executing on a recommendation stocks or other financial activities being written in this blog.

The market news written in this blog is the writer's opinions and are not influenced by professional market journalist nor analyst and traders.

-PLEASE TRADE RESPONSIBLY-

Comments

Post a Comment

Popular posts from this blog

Hutang Indonesia yang ga Karuan itu...

Sepertinya saya harus menulis sekarang karena sudah terlalu lama tidak berbagi, dan lagi-lagi saya terlibat debat yang agak membuat saya sedikit kesal dengan kolega saya di kantor. Sebenarnya sepele, tetapi kolega saya ini tidak memaparkan fakta-fakta yang ada – yaa bisa lah disamain sama pak Trump yang kerjaannya cuma berkoar-koar tapi isinya nol dan tidak solutif. Perdebatan ini dimulai dengan diskusi santai mengenai keadaan ekonomi global dan juga domestik. Pada saat itu saya berkomentar bahwa setelah Federal Reserve Amerika Serikat (AS) menaikkan suku bunga acuan Fed Fund Rate , sepertinya dollar akan menguat dan pasar saham Indonesia akan sedikit melemah (tapi ternyata saya salah besar – yaaa…….nama juga memprediksi ya, kan bukan dukun juga ;P ). Kemudian saya juga berkomentar mengenai perusahaan pemeringkat kredit dari AS, Standard & Poor (S&P) yang kemungkinan akan menaikkan peringkat Indonesia Sovereign Bond menjadi investment grade – dari BBB- ke BBB. Saya berkat...
2 comments
Read more

Sinarmas Bank Q2 Review

Despite lower net income compare the same period last year, Sinarmas have increased revenue by 41% yoy and increased its credit funds flow by 20% in the first half of 2014 where they aim to have 30% growth by the end of 2014. Operating expense increased by 45% yoy and COGS also increased by 48% which resulting a lower net income in 2Q 2014. In spite of all the increase in outflow and decreased in Net, Sinarmas claimed that the Loan to Value regulation does not impact their business operations in Credit automobile sector because most of the credit holder are those who buys cars instead of motorcycle, which have less risk. Sinarmas will also open 1,000 new branch office starting 2016 to support the growth of the company. With its massive growth in revenue, Sinarmas Bank seems to have a promising future. With relative small ROE of 3% in 2Q2014, it is still a cheap buy for those looking for a long term investment. Keep in mind that it is still a small cap company, and it is not as l...
Post a Comment
Read more

A&Co July Result

After 3 months beating the market constantly, the Jakarta Stock Index (JKSE) finally beat our portfolio by 0.87%, not much, but it is still a disappointment. The grey line represents the abnormal return (Portfolio return - Index return) of the portfolio. Despite that, we made 74% from BSIM, and officially sold it on the 21st of July when the price suddenly jump 20% in just one day - which we thought a little bit weird and looks like it's going to be a rough ride going forward - hence we let it go. Despite the weird action, BSIM was one of our top stock, its monthly average was 19.92%, whereas its median is 0%, LITERALLY 0%, the high average is due to the sharp movement of 20% in one day. Our second top stock is ELSA, this stock also had a weird sharp movement on 13th of July, it jump to 58% in just one day, almost double in just one day. Unlike BSIM though, ELSA has a fairly high liquidity, thus we weren't very surprise on the big movement, and still have big hope with ELS...
2 comments
Read more