kyZa

Trying to learn and unlearn |
yapping.

[kyZa @Elsevierrz]

@orchidierine Haka BNBR full margin

[Pink Bourbon @pinkbourbon8898]

Muktamar - Recording - All sessions

https://t.co/8Xjh2xup7T

This is the complete recording archive of all sessions held during our Muktamar, compiled for study, reference, and educational purposes.

Disclaimer: Materi ini hanya untuk tujuan pembelajaran dan studi. Tidak untuk diperjualbelikan, didistribusikan secara komersial, atau digunakan untuk tujuan komersial.

[Not into Finance @notintofinance]

https://t.co/xVtFwgR5Di

[kyZa @Elsevierrz]

@kokobuncis Okee, thankyouu ko

[kyZa @Elsevierrz]

@Iyangapril_ Charles De Ketelaere

The will of D

[lynk @lynk0x]

Real

[Jack Prandelli @jackprandelli]

🚢🌐 Global trade runs on different kinds of ships.

Coal and grain need bulk carriers.

Crude needs tankers.

Manufactured goods need containers.

Cars need RoRo vessels.

LNG needs ships built to hold gas at minus 162°C.

[Austral Research @AustralRes_En]

GS: Super Niño threatens 70% of world sugar exports.

[Austral Research @AustralRes_En]

A massive global food supply crisis could start next year because of fertilizer shortages, per JPMorgan.

No need to read the full report to know the sulphur shortage is behind.

Unlike oil, there is no strategic reserve for fertilizer to cushion a prolonged supply disruption.

When fertilizer becomes scarce or prohibitively expensive, farmers either apply less of it or reduce planted acreage.

That lowers yields and shrinks the next harvest, putting upward pressure on agricultural commodity and food prices.

The food inflation story may be getting planted now.

[kyZa @Elsevierrz]

@writingtorch Pendapatan naik, tapi laba berkali kali lipat. Berarti rate charge kapal naik kencang ya min

Btw bull punya kapal apa aja min

[Lukas Ekwueme @ekwufinance]

Markets are at all time highs... they are delusional

we’re losing:

- ~30% of fertilizers
- ~20% of LNG
- ~10% of oil
- ~30% of helium

These commodities are at the core of entire production chains:

- Petrochemicals -> fertilizer -> food production
- Petrochemicals -> sulfur -> mining (copper, uranium, nickel)
- Petrochemicals -> plastics -> cars, electronics
- Petrochemicals -> drugs, rubber, textiles
- Helium -> semiconductors / AI chips
- Gas -> power generation
- Diesel -> transportation

So this isn’t just an energy problem... it’s a full-spectrum supply shock hitting food, industry, tech, transportation and power at the same time.

Our world doesn't function without Hormuz supplies.

And there is no policy tool that can replace missing physical supply.

[kyZa @Elsevierrz]

@barang_antique Pakan ayam, harga ayam bakal naik ya

Sebenernya kenaikan corn ini ada kausal dari bottleneck jalur pupuk timteng kah? Atau ada hal lain lagi mas?

[kyZa @Elsevierrz]

Adalah benar awokwokowkwok

[Kapten Haddock @SeekHustle]

Definisi recall² di base lawan 😂
Mainnya emang gitu yaa @Stockbit ? Disindir di medsos balesnya di base 😂

[Gopal @MYasfika]

Ini jadi bukti klo sekuritas gk mau improvment semua pada pake stockbit dah seindo wkwkwk. Jadi inget dulu mirae sering top 5 besar aja sekarang bisa kegeser.

[kyZa @Elsevierrz]

"Terkena sanksi total 73 milyar"

Yg kena ada 20an emiten 🙂‍↔️

[kyZa @Elsevierrz]

Masih relevan

[kyZa @Elsevierrz]

Emng paling enak saham konglo/bumn yg lagi kena kasus, kasus kelar harga terbang

Kyk BRIS, TINS, PANI, LIPPO

[kyZa @Elsevierrz]

"konglo ini kena kasus, makanya sahamnya turun"

selama masih di indo gw gabakal percaya mereka bakal kena hukuman...
paling buat buy on weakness

[kyZa @Elsevierrz]

@fqrrr_ Keren sekali mas pikrie

[kyZa @Elsevierrz]

Banyak orang yg tanda tangannya ribet sampai mereka susah sendiri recreate nya

Kasian kalau mau buka sesuatu bisa ditolak trus karna beda dengan TTD di KTP nya

[Handoko Tjung @handokotjung]

Tanda tangan itu konsep yang agak aneh.
Penting, tapi jarang yang ngajarin.

Jadinya banyak tanda tangan yang pertama kali dibikin waktu SD, bentuknya ngga jelas, malah berujung dipake seumur idup.