Bukan bokek, tp sengaja, nggak enak ama temen2 di shanghai, ntar dipikir ninggalin hopeng.
On Wed, Jul 29, 2009 at 3:54 PM, Vernichtung <gambler....@gmail.com> wrote: > > > BDnye bokek, walau udah disokong sama artileri pak Arto juga gak bisa tutup > + tuh. > > On Wed, Jul 29, 2009 at 3:52 PM, er1ck <er1...@gmail.com> wrote: > >> >> >> lapor jenderal, tolong bikin bumbum closing +25 perak aja , biar asoy >> geboy besok nih... >> >> >> On Wed, Jul 29, 2009 at 3:46 PM, artomoro9 <artomo...@yahoo.co.id> wrote: >> >>> >>> >>> >>> risetnya artomoro terbit mendahului risetnya Daisy suryo. >>> >>> >>> cuma artomoro kagak bisa nulis kaya DS. >>> >>> >>> mangkanya ada gak yang mau ajarin FA dan TA..? >>> >>> >>> DISCLAIMER ON >>> >>> --- Pada *Rab, 29/7/09, CUMI.JK (Buy, TP 5000) <cumie...@gmail.com>*menulis: >>> >>> >>> Dari: CUMI.JK (Buy, TP 5000) <cumie...@gmail.com> >>> Judul: [ob] ML: BUY BUMI, TP 4000 >>> Kepada: obrolan-bandar@yahoogroups.com >>> Tanggal: Rabu, 29 Juli, 2009, 1:16 AM >>> >>> >>> >>> Ini kata neng Daisy Suryo loh >>> >>> Q: Cumi-cumi mempunyai delapan kaki atau delapan tangan? >>> >>> *BUMI: Upgraded to Buy PO Rp4,000* >>> *Daisy Suryo upgraded BUMI to Buy as she believes the twin woes of REPO >>> and MTN issuance are now behind the company, and we can now focus on BUMI's >>> core business **which should benefit from stronger thermal coal px into >>> 4Q.* We remain confident of our US$80/t coal px forecast for JFY10-11. >>> Our concern with BUMI are still present given the Bakrie group's aggressive >>> bizz strategy and potentially huge development capex but we feel it is >>> likely that BUMI will bring in strategic investors to share the load. >>> Concern on corp. governance will still linger in my view, but for now the >>> potential for forced sales, asset pledges, asset injections etc becomes less >>> likely. So perhaps this is also a good time to remind that BUMI is a good >>> coal sector proxy given its: 1) dominance as the world’s 2nd-largest >>> seaborne coal exporter, 2) largest coal stock and most liquid stock in Indo, >>> 3) superior logistics & infrastructure, 4) robust growth profile combined w/ >>> long reserve life. BUMI now trades on 9.5x '10 PE and at 18% disc to our >>> NPV. This implies coal px of US$72/t, or 8% shy of current spot px, but >>> Daisy points out that during up-cycles and recovery periods, valuation tend >>> to overshoot their mean by 1-2 std deviations. She sets her PO at Rp4,000 >>> implying 17x '10 PE, which is still a 30% disc to the previous upcycle. >>> >>> >>> ------------------------------ >>> Pemerintahan yang jujur bersih? Mungkin nggak ya? >>> <http://id.answers.yahoo.com/question/index;_ylt=AvNICQ7kn6q3Q3xZLe8SqyXJRAx.;_ylv=3?qid=20080714024736AAnnlu0> >>> Temukan jawabannya di Yahoo! Answers! >>> >>> >> >> >> > >
