iya harus sabar..cuma gatel aja..banyak yg nahan2 hehehe.. keknya ttg perbaikan marjin ama pajak final pernah baca deh di media..cari2 dulu ah
salam, AS --- In obrolan-bandar@yahoogroups.com, Bagus Putra Perdana <disclosure....@...> wrote: > > momentum brother, its a forward looking play that is not too forward > to be materialized. bottomline could be folding only by 1% Increase In > the Net Margin. Their management also highly aware w this. Gross > Margin 08 is 6.8% and we all noted that 08 was a pressure year to > Construction because of high material expenses. Management hint that > they are aiming an 8-10% Gross Margin for this year. Which i > personally think is reasonable given 2007 Gross Margin is 8.8%. > Materials is deflating this year. Their P & L should drastically > improve. Blockade to the play is 3 % upfront tax on revenue and a > relatively high valuation. Nonetheless i am putting it for 'domestic > demand story' selections in my portfolio. not a quite much loading. > But it might deliver element of 'surprises' should things go as > management had hint. I prefer this counter go cheaper so i can scoop > it as both a bargain and growth bet. > > On 9/4/09, gang...@... <gang...@...> wrote: > > > > > > Tur nuwun mbah mau liat aja kayak apa sih yg dikejar sama ocoy & JT > > > > ROE mah biasa2 aja tuh . Masih lbh ok PGAS yak ? > > Kalo bandingannya sama ADHI gimana Mbah (mahap tanya nya satu satu ) > > > > /
