*Mengenai dividend, sebagian investor menginginkan payout ratio antara 15%-25% dari laba bersih 2008, karena dengan jumlah itu masih dinilai wajar dan masih dapat memberikan ruang gerak bagi perusahaan untuk menyelesaikan hutangnya. Yang jelas saat ini harga BUMI di market sudah cukup wajar meskipun akuisisi FBS dibatalkan, hanya saja ruang gerak BUMI untuk mencetak production volume growth di 2011-2012 akan kurang mantap tanpa FBS.* ** ** *T.o.m*
On Thu, Jun 25, 2009 at 6:02 AM, JoLind <jems...@yahoo.co.id> wrote: > > > Ada bocoran gak nih pak Tom? Soalna lagi deg degan jg ama bumbum.. > > > > Regards > ------------------------------ > > *From:* obrolan-bandar@yahoogroups.com [mailto: > obrolan-ban...@yahoogroups.com] *On Behalf Of *Tom DS > *Sent:* Wednesday, June 24, 2009 11:33 PM > *To:* obrolan-bandar@yahoogroups.com > *Subject:* Re: [ob] Watchout for traders and investors... > > > > > > > *Sangat tergantung dengan kejelasan nasib FBS, pembagian deviden, serta > agenda persetujuan gadai asset termasuk anak usaha (apabila jadi).* > > > > > > *T.o.m** > * > > > On 6/24/09, *ben hur* <bhu...@gmail.com> wrote: > > > > Pak Tom DS, apa bisa dishare mengenai pandangan anda bagaimana arah Bumi > setelah RUPS tgl 26 besok ? > > thanks > > On Tue, Jun 23, 2009 at 8:23 AM, Tom DS <tom.ds.st...@gmail.com> wrote: > > > > *Watchout for traders and investors...* > > > > > > *- Germany Manufacturing Purchasing Managers Index (PMI) will be released > today, market consensus is 40.9 (last month 39.6).* > > *- Germany Purchasing Managers Index services will be released today, > market consensus is 46.0 (last month 45.2).* > > *- US Existing Home Sales will be released today, market consensus is 4.8M > (last month 4.68M).* > > *- US Housing Price Index will be released today, market consensus > is -0.3% (last month -1.1%).* > > *- US Durable Goods Orders will be released tomorrow, market consensus > is -0.9%.* > > *- US Fed interest rate will be released tomorrow, market consensus is to > maintain 0.25%.* > > *- US Core Personal Consumption Expenditure and GDP will be released 25 > June * > > *- BUMI extraordinary AGM will be held 26 June.* > > > > *If the Fed try to appreciate US$ by increasing current 0.25% rate, > commodity sector will definitely plunge once again.* > > *Special for BUMI investor, do not sell below 1600 today...* > > *For new trader, if you are not as best as Pak Tasrul, or JT, you better > take no action today. For long-term investor, this could be one good time > to buy.* > > > > > > *T.o.m* > > > > > > > > >
