11:23 PM
admin
JAKARTA. MAKE MONEY BLOG$ ~ Strengthening trend Composite Stock Price Index (CSPI) opportunities for investment managers to enhance their product return. Fund managers begin preparing stock selection strategies, in order to generate the maximum return. One sector that is the choice of infrastructure stocks.
Fund managers who pick stocks like PT Emco infrastructure Asset Management. Yohanis, Emco Director of Asset Management, said, will put more money in infrastructure stocks and shares financial sector.
Fundamentally, the two sectors, according Yohanis, print growth potential in the long term. For the manufacturing sector, growth catalysts is the development agenda of government infrastructure projects.
Shares of the preferred shares of Emco like PT Jasa Marga Tbk (JSMR) and PT Wijaya Karya Tbk. In the financial sector, Emco candidate PT Bank Mandiri Tbk and PT Bank National Savings Pensioners Tbk.
Emco will also invest in commodity stocks. Yohanis hoped, by placing funds in commodity stocks could improve performance in the short term. However, he admitted commodity bull market is temporary.
One option is the Emco PT Vale Indonesia Tbk (INCO). In addition, "Bakrie Group shares are cheap and there is an opportunity to strengthen," said Yohanis.
However, the placement of funds in commodity stocks Emco not much. According Yohanis, Emco two equity funds, namely Emco Emco Steady and Growth Fund, will be overweight in property stocks, infrastructure and consumer. Consumer's shares began to be reduced as growth has slowed.
Waiting for October
Medium PT CIMB Principal Asset Management overweight in stocks like JSMR infrastructure, construction and cement shares. Fadlul Imansyah, Vice President Head of Investment PT CIMB Principal Asset Management is optimistic, return mutual fund shares could still grow 5% until the end of this year. That can be achieved by assuming JCI reached 4400, end of the year.
For the commodity sector stocks, Fadlul revealed, will increase gradually and take off if it is overbought. The investment manager is interested in the stock of infrastructure such as PT MNC Asset Management (MNC AM). In addition, MNC AM consumers will also buy shares and property.
Director of MNC AM, Suwito Haryatno said State Gas Company PT Tbk and PT Mitra Adiperkasa Tbk their choice. Commodities stocks were assessed prospectively is still MNC AM PT Bukit Asam Tbk (PTBA).
MNC AM still monitor the condition of the stock price movement. If it remains stable, MNC AM intends to improve its placement in money market products.
When assessed MNC AM right to enter the market was October. Suwito reasoned, by accumulating during October, the high returns can be achieved at the end of the year, a period in which, typically, there is window dressing.
Analyst PT Infovesta Main, Henry Hendrayana agree, October is a good time to buy mutual funds. He argued that the phenomenon of window dressing can lift the performance of mutual funds at least until the end of the year.
"There is the potential return of 6% at the end of the year," said Henry. The impact of the third phase of quantitative easing euphoria assessed Henry, will last until the end of the year.
Yohanis advice, investors who have long-term investment goals, remain disipling increased its interest every month. At JCI experience a correction, according Yohanis, not the right time for profit-taking.
"To maximize profit should hold before the end of the year," he said. Yohanis sure, growth stock mutual funds will still be high until the end of this year.
source: http://investasi.kontan.co.id
please give me comments thanks
Posted in: 
0 comments:
Post a Comment