Reinvesting the Profit (Return)
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Q3/2021 Stock Overview
Reporting season Q3 2021 has produced some surprising results. Several stocks have been performing very well with record revenue and profits. Manufacturing sector (e.g. INKP) has once again shown resilience surfing through the pandemic. Those with diversified assets (e.g. SRTG and HRUM) might strongly overperform in the future. Disclaimer: NOT FINANCIAL / INVESTMENT ADVICE. This article is ...
Read MoreMitratel (MTEL) IPO
The Mitratel (MTEL) IPO is about to set a new record for capital raising this year. Will it be able to compete against other tower behemoths like TOWR or TBIG? Financial performances between these 3 major tower companies do not vary much in nominal figures. MTEL, however, has more opportunity for growth due to the IDR 20–25 ...
Read MoreOverdue on Property Rebound
Household wealth, especially in Asian countries, are very much tied to property assets. If there is such a strong connection between wealth and property, how has the property value performed in Indonesia? Property Prices Even prior to the pandemic, the property prices in the last 5 years have been subdued in real terms. The growth in property prices ...
Read MorePitfall of Technical Analysis
For some Investors with short term view on stock trading, Technical Analysis (TA) is commonly used as a tool to identify opportunity to enter and to exit. This methodology studies historical market data to predict future movement of stock prices. Nevertheless, there are pitfalls of relying on technical analysis to invest in stocks. 1. Overanalyze Similar to some academic ...
Read MoreFailure to Plan
Failing to plan ultimately means planning to fail. While it is true that investment outcome can be very unpredictable, planning is still better than none. Tomorrow belongs to Investors who prepare for it today. Consider these WARM principles. When to Enter and When to Exit Is it possible to make good investment return on bad stocks? Absolutely! Investing in ...
Read MoreBooster for Infrastructure
The State Budget Draft (RAPBN) 2022 is about to be finalized. So what does it has anything to do with the stock market? Perhaps one direct effect in the future, should this budget be approved, is on the Construction & Infrastructure sector. Since the pandemic, the stock index has been underperforming. In the RAPBN 2022, the budget ...
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