*In range 690-795. (disclaimer On)
T.o.m* On Tue, Nov 3, 2009 at 10:38 AM, Ivanka <i4...@yahoo.com> wrote: > > > Please share berapa TP mid 2010 utk bmtr? > > Sent from my iPhone > > On Nov 3, 2009, at 9:37, Tom DS <tom.ds.st...@gmail.com> wrote: > > > > *Hi boss.. > > Yup, my BMTR sejati call is likely to be postponed for longer timeframe. > But up to now I still put those target price will be reached at least in > mid 2010. > I didn't include TPI default on the calculation and some market downwards > adjustment on end of October which brought down the overall PE multiples. > Basicly I am using PE & PBV targetting with some sense of EBITDA targetting > methods. > > I have same view on Indonesian equity market, but I have sense for short > period we will still see BUMI on the way to move down one more time. I only > want to buy more (after early bought at 2,550) at discount price of 1,900 or > lower as another entry point. So for the mean time, better to invest in > other stocks with strong balance sheet and keep paying dividend, also having > growth such UNTR, ASII, PTBA and PGAS. > > > T.o.m > * > > > On Mon, Nov 2, 2009 at 10:01 PM, <ruzli...@gmail.com> wrote: > >> Earth calling Mr Tom DS >> >> Just wan't to ask, did u have the same view like Mr Bagus ? >> >> Note: Your SEJATI Call (BMTR) is not so SEJATI :) >> >> Thanks >> -----Original Message----- >> From: Bagus Putra Perdana <disclosure....@gmail.com> >> Date: Mon, 2 Nov 2009 21:53:26 >> To: <obrolan-bandar@yahoogroups.com> >> Subject: Re: [ob] Re: kang ocoy, EL, what's going on here? >> >> I did buy equities today. Situasinya beda ama 2008 dulu kali yah, >> ketidakpastian sudah jauh berkurang, profitabilitas perusahaan pada >> rate terburuk sudah bisa diukur (Q408-Q109) adalah indikasi performa >> paling jelek, tentu kita bisa buat pro-forma worst scenario dari situ. >> 1 lg, kita semua experience first hand pasca lehman waktu CDS rate >> Indonesia sampe dobel digit en Yield Rf (SUN) sampe bisa ke level >> 17-18 % (we bought a lot Rf didnt we?). Nah CDS indonesia pada >> historical terbaiknya, Rf skrg susah balik diatas 11 % lg, politik en >> ekonomi stabil. So why do i bother merah or ijo harian? Even 2-3 >> harian. As long as i bought stocks that yielding FCF matching Rf rate, >> i dont mind being taken down to a deeper gulfing wave, yg repot justru >> kalo duit inflow balik en saya bingung naro kas kemane, kemane coba? >> Deposito cuman segitu, SUN segitu, Obligasi Korporat AA- plg keren >> 12.25% skrg, eh ada lewat saham yg FCF yieldnya 10-11%, yg net cash >> per sharenya 4-5%, yg manajemennya punya track record bagus ya paling >> turun lg ampe brapa sih?! Masuk lah. Terus terang saya gak bisa time >> market. Definitely cant, but atleast saya bisa ukur nilai barang under >> different business & economic scenario. Likelihood kita hit crisis >> udah kecil bgt, kalo equity dipukul sampe mencerminkan level as if dia >> kena krisis, would i add or sell my equities? >> >> On 11/2/09, conx_2003 <conx_2...@yahoo.com.au> wrote: >> > secara TAL tiap kang ocoy buy, pasti merah dalam >> > >> > karena kang ocoy mana mau beli di harga mahal? >> > >> > tentu mereka ada segala cara untuk membuat mereka masuk tanpa diketahui >> > >> > so be prepared.. >> > >> > --- In obrolan-bandar@yahoogroups.com, Ben <beny....@...> wrote: >> >> >> >> make sense. cuman kabar CIT 23 jam lalu bikin situasi kurang enak. itu >> >> aja. thx. >> >> >> >> On 11/2/09, putera...@... <putera...@...> wrote: >> >> > Wuihhhh. Penjelasan yg sangat logis >> >> > Sent from my BlackBerry® >> >> > powered by Sinyal Kuat INDOSAT >> >> > >> >> > -----Original Message----- >> >> > From: "kang_ocoy_maen_saham" <disclosure....@...> >> >> > Date: Mon, 02 Nov 2009 07:25:28 >> >> > To: <obrolan-bandar@yahoogroups.com> >> >> > Subject: [ob] Re: kang ocoy, EL, what's going on here? >> >> > >> >> > Why Should? kecuali Premium Risk Investasi di Indonesia naik, dan >> suku >> >> > bunga >> >> > acuan BI naik, dan Yield SUN naik. >> >> > >> >> > otherwise No, Big No, every Dip is an entry-point. i keep re-telling >> >> > this. >> >> > FCF Yield above Rf, Clean Balance Sheet, Good Management = wicked >> >> > opportunity. >> >> > >> >> > I'm loading equities and selling my Government Bond. >> >> > >> >> > --- In obrolan-bandar@yahoogroups.com, Ben <beny.tan@> wrote: >> >> >> >> >> >> punten kang ocoy n EL, >> >> >> >> >> >> secara fundamental apa kang ocoy n EL melihat adanya indikator >> investor >> >> >> lokal harus revisi target ASAP? >> >> >> >> >> >> thx, >> >> >> beny >> >> >> >> >> >> -- >> >> >> DISCLAIMER: >> >> >> "I hereby disclaim any responsibility for the currency or accuracy >> of >> >> >> the >> >> >> reported data and/or the performance of the Investments in your >> >> >> portfolio, >> >> >> unless performance has exceeded your expectations." >> >> >> >> >> > >> >> > >> >> > >> >> > >> >> >> >> >> >> -- >> >> DISCLAIMER: >> >> "I hereby disclaim any responsibility for the currency or accuracy of >> >> the reported data and/or the performance of the Investments in your >> >> portfolio, unless performance has exceeded your expectations." >> >> >> > >> > >> > >> >> >> -- >> Each piece, or part, of the whole nature is always an approximation to >> the complete truth, or the complete truth so far as we know it. In >> fact, everything we know is only some kind of approximation, because >> we know that we do not know all the laws as yet. Therefore, things >> must be learned only to be unlearned again or, more likely, to be >> corrected.......The test of all knowledge is experiment. Experiment is >> the sole judge of scientific “truth”. - Richard Feynman >> >> >> ------------------------------------ >> >> + + >> + + + + + >> Mohon saat meREPLY posting, text dari posting lama dihapus >> kecuali diperlukan agar CONTEXTnya jelas. >> + + + + + >> + +Yahoo! Groups Links >> >> >> >> >> >> ------------------------------------ >> >> + + >> + + + + + >> Mohon saat meREPLY posting, text dari posting lama dihapus >> kecuali diperlukan agar CONTEXTnya jelas. >> + + + + + >> + +Yahoo! Groups Links >> >> >> (Yahoo! 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