wek...with 11+ % deposit rate and no deviden for the next 4 years...
I won't invest on BTPN lol
On Sat, Apr 11, 2009 at 5:06 PM, <arisugiarto.sant...@gmail.com> wrote:
>
>
> How about btpn,Pak?it seems undervalued,but does it grow any good?
>
> Thx
>
> Sent from my BlackBerry®
> powered by Sinyal Kuat INDOSAT
>
> ------------------------------
> *From*: Boys n Girls
> *Date*: Sat, 11 Apr 2009 15:03:37 +0700
> *To*: <obrolan-bandar@yahoogroups.com>
> *Subject*: Re: [ob] Re: Some question, please respond.
>
> "4. Discount price, if we see from fundamental analysis"
>
> Can you give example please ??
>
> I don't see any discount in indonesia banking BC..
>
> If BBNI at <600 yes... It's a huge discount... at 880... it's a discount if
> they can solve the NPL problem
>
> BBCA at PER 13 PBV 3.... maybe you can expect 10-20% upside...but not mare
> than that
> BBRI at PER 9.68 PBV 2.58... risky play...
> BMRI.. still ok if oil above 50 or CPO above 2200.. below that... you need
> miracle
>
> Saya sendiri tidak terlalu minat di indonesian banking... unless they are
> "In deep shit" like BBNI 2008 or BMRI 2005.. :D or BNGA or BDMN at the
> release of FY 2008 result..
> I fell unlucky with BBKP..since they so "afraid" to release their FY2008
> result before start rally.
>
> At summary.. I only love banking when they are at big discount ("in deep
> shit"). At this price..no interest for investment..trading only.
>
> ITMG still provide much more discount than any of indonesian banking share
>
> On Sat, Apr 11, 2009 at 10:52 AM, billybudiman20 <billybudima...@yahoo.com
> > wrote:
>
>>
>>
>> Ok, I have 6 reason :
>>
>> 1. Low rate CPI Indonesia
>> 2. BI Rate
>> 3. I Think America's crisis didn't made big effect to Bank at Indonesia
>> 4. Discount price, if we see from fundamental analysis
>> 5. Many fund manager like schroders collect bank stock ( Not important)
>> 6. I always pray before make decision in my trading plan, hehehheheh
>>
>> GBU Mrs. Elaine
>>
>>
>
>
