Sent from my BlackBerry® powered by Sinyal Kuat INDOSAT -----Original Message----- From: "billy_budiman92" <billybudima...@yahoo.com>
Date: Mon, 10 Aug 2009 08:33:25 To: <obrolan-bandar@yahoogroups.com> Subject: [ob] Re: To Mbah : Kenapa ITMG turun terus? lha iye,, emang betul ke 22 rb, mungkin tadi koma I gak keliatan kali ya, maksud I di 25,400 itu resist baru skrg, wakakkakaaa GBU --- In obrolan-bandar@yahoogroups.com, calon trader hebat <trader.he...@...> wrote: > > Bill, Downgrade-nya bukan ke 22 rb ? > > kalo ga salah sih 25400 level cut loss ???? > > * > * > > * > * > > *Credit Suisse - Indo Tambangraya Megah - Pricing in the acquisition?* > > ◠ITMG’s share prices have risen and outperformed its peers with > > the recent news that the company is bidding for a 51% stake in > > the non-listed Berau Coal. > > ◠Assets of Berau Coal should be a good complement to Banpu’s > > given their location, size and quality. However, in our view, it is too > > early to start pricing the deal in ITMG’s share price. The bidding is > > reported to be competitive. > > ◠Next data point is 2Q09’s results announcement on 11 August. > > We expect net profit to fall from US$102 mn to US$52 mn as > > mark-to-market swap gain in 1Q09 turned to loss in 2Q09 as spot > > prices rise. We expect core net profit to fall QoQ from US$78 mn > > to US$61 mn due to lower prices. ITMG should be on track to > > reach our profit forecast for FY09. > > ◠We see the acquisition as a potential catalyst but we prefer to > > price in more conservatively. *Short-term upside may be limited as* > > *the market may be pricing in a successful acquisition too early*. > > Maintain OUTPERFORM with target price at Rp22,000.._,_. > > > > > 2009/8/10 billy_budiman92 <billybudima...@...> > > > > > > > ITMG masih kena pengaruh downgrade TP, 25,400 akan jadi resist kuat di > > ITMG, chart belum oversold banget, masih ada kemungkinan ke 23,700 untuk > > pullback > > > > > > --- In obrolan-bandar@yahoogroups.com <obrolan-bandar%40yahoogroups.com>, > > Pingin Untung <pinginuntung@> wrote: > > > > > > > > > Mbah, kenapa ITMG susah sekali naiknya? Malah turun terus sementara yang > > lainnya pada naik. Stock ITMG saya nyangkut di level 26ribua-an. Apakah ITMG > > boleh hajar kanan pada kondisi ini Mbah? Pada level berapa? > > > > > > Banyak terima kasih untuk saran Embah. > > > > > > > > > >
