BOZZ = BANDAR = BILDERBERG GROUP <http://www.nndb.com/org/514/000042388/>????
On Wed, Jul 29, 2009 at 6:20 PM, Jacob Oen <oenja...@yahoo.com> wrote: > > > Kalau ngga salah ML juga pernah mengeluarkan analisa ttg INDF sekitar Feb, > 2009 dgn TP < 900, tetapi sekarang INDF sudah > 2ribu. > > Dan juga banyak analyst dari sekuritas lain yg memberi TP yang sangat > PESIMISTIC bagi TINS, ANTM dan INCO. > > Ternyata hampir semua kurang tepat. Dan yang benar, tepat dan menang adalah > BANDAR dan si BOZZ. > > Olehkarena patut dicatat bahwa kita perlu menanyakan TP kepada Mereka2 yang > mewakili para BANDAR dan BOZZ. > > But who are they??? > > Powered by Telkomsel BlackBerry®. Mindfulness of oneself cultivates wisdom. > Mindfulness of others cultivates compassion. > > ------------------------------ > *From*: M Herman > *Date*: Wed, 29 Jul 2009 03:55:53 -0700 (PDT) > > *To*: <obrolan-bandar@yahoogroups.com> > *Subject*: Re: Bls: [ob] ML: BUY BUMI, TP 4000 > > > Dulu daisy pernah bilang target bumi turun ke gopek..eh lewatin malah turun > ke 390...mudah2an yang ini bener juga > > --- On *Wed, 7/29/09, Heru Susanto <h3ru.sus4...@gmail.com>* wrote: > > > From: Heru Susanto <h3ru.sus4...@gmail.com> > Subject: Re: Bls: [ob] ML: BUY BUMI, TP 4000 > To: obrolan-bandar@yahoogroups.com > Date: Wednesday, July 29, 2009, 4:55 AM > > 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.bej@ > gmail.com<http://us.mc569.mail.yahoo.com/mc/compose?to=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<http://us.mc569.mail.yahoo.com/mc/compose?to=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<http://us.mc569.mail.yahoo.com/mc/compose?to=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<http://us.mc569.mail.yahoo.com/mc/compose?to=cumie...@gmail.com> >>>> >* menulis: >>>> >>>> >>>> Dari: CUMI.JK (Buy, TP 5000) <cumie...@gmail. >>>> com<http://us.mc569.mail.yahoo.com/mc/compose?to=cumie...@gmail.com> >>>> > >>>> Judul: [ob] ML: BUY BUMI, TP 4000 >>>> Kepada: obrolan-bandar@ yahoogroups. >>>> com<http://us.mc569.mail.yahoo.com/mc/compose?to=obrolan-ban...@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! >>>> >>> >>> >>> >>> >> > > >
