Coba kita lihat nasib HEXA besok besok.... - Apakah HEXA cuman diangkat pake prediksi CLSA atau - HEXA naik karena analisa CLSA dipercaya market.
Kedua hal diatas berbeda, yg pertama ada 'PROVOKATOR'nya dan yg kedua GERAKAN MASA market tanpa PROVOKATOR... --- In obrolan-bandar@yahoogroups.com, "billy_budiman92" <billybudima...@...> wrote: > > Haizzz, ane gak main HEXA bung rojak, ane cuma kagum aje, report FA HEXA by > CLSA pas dengan support kuat HEXA di 2,700, istilahnya TECHNICAL CONFIRMED BY > NEWS, jadi naiknya lebih kenceng > > hahahhahaha, amin deh > > --- In obrolan-bandar@yahoogroups.com, Muhamad Rojak <muhamad.mawar@> wrote: > > > > Wow, Billy hari ini kecipratan HEXA juga, ya? Tuh kan, orang BAIK > > kayak Billy, market merah aja masih dikasih rejeki. Apalagi kalo > > market ijo, pasti d udah kebeli kapal pesiar.....:-D > > > > 2009/12/9, Pitt The Wid <Pitt.The.Wid@>: > > > 2 thumbs up ! > > > > > > On Wed, Dec 9, 2009 at 4:33 PM, billy_budiman92 > > > <billybudiman92@>wrote: > > > > > >> Manteb dah CLSA, kombinasi antara support kuat 2,700 dan report CLSA > > >> 4,150 > > >> langsung bawa terbang HEXA, hahahhahaaa > > >> > > >> --- In obrolan-bandar@yahoogroups.com, Muhamad Rojak <muhamad.mawar@> > > >> wrote: > > >> > > > >> > Iya Pak Herman, thanks banget ya atas infonya. Moga2 Pak Herman juga > > >> > dapet profit gede hari ini, he.. he.. > > >> > > > >> > 2009/12/9, TimurLaut <i4n05@>: > > >> > > Pak Herman ini Jenderal juga ya? kaya Jenderal Arto.Banyak ammo > > >> nya..... > > >> > > > > >> > > Jam 11.16.24 tadi HEXA masih 2775. > > >> > > > > >> > > Punten, apa lagi ya pak? BMTR boleh nggak Pak? > > >> > > > > >> > > > > >> > > > > >> > > > > >> > > ________________________________ > > >> > > From: M Herman <hermanlatief@> > > >> > > To: obrolan-bandar@yahoogroups.com > > >> > > Sent: Wed, December 9, 2009 11:16:24 AM > > >> > > Subject: [ob] Daily CL...HEXA new coverage TP 4150 > > >> > > > > >> > > > > >> > > > > >> > > > > >> > > Good morning. There has been talk about big rallies in Jakartatoday > > >> > > as > > >> 11 > > >> > > public demonstrations are scheduled to mark the International > > >> > > Anti-Corruption Day. > > >> > > > > >> > > Interestingly, despite earlier remarks that today's rallies against > > >> > > corruption could potentially be hijacked by rogue elements, President > > >> SBY > > >> > > welcomes the rally. The President further urged the public to > > >> > > celebrate > > >> > > today's International Anti-Corruption Day peacefully. Perhaps > > >> coincidental, > > >> > > the President cancelled a planned visit to Makassar in South > > >> > > Sulawesito > > >> open > > >> > > the 52nd Nusantara Day today. > > >> > > > > >> > > Perhaps more interesting is that President SBY confirmed yesterday > > >> > > that > > >> he > > >> > > will allow the Anti Corruption Commission (KPK) to continue > > >> > > wiretapping > > >> > > extraordinary crimes as part of his mission to combat corruption. > > >> President > > >> > > SBY also said that he disagreed with any efforts to strip the KPK of > > >> its > > >> > > power to prosecute which have come up in the deliberation of the > > >> pending > > >> > > corruption court bill. > > >> > > > > >> > > The attitudes toward corruption in Indonesiaare changing. KPK has > > >> > > very > > >> > > strong public support. The press in Indonesiais one of the freest in > > >> Asia. > > >> > > Change begins at the margin. Indonesiahas come very far, but > > >> anticorruption > > >> > > efforts must continue. > > >> > > > > >> > > The estimate on the number of marchers is varied from 40-100k. Some > > >> even > > >> > > mentioned 300k (highly unlikely, I think). But one thing is sure to > > >> happen > > >> > > today. We can expect Central and South Jakartato be mired in > > >> > > gridlock. > > >> > > Jakartans have been told to leave home earlier. Rally schedules and > > >> plans > > >> > > are widely distributed. No less than 13k officers would be deployed > > >> > > to > > >> make > > >> > > sure that the rallies remain peaceful. Jakartadoes not need extra > > >> problems > > >> > > to compound to its massive traffic problems. Average vehicle speed on > > >> roads > > >> > > is already so slow at 20km/hour. Can't get any slower > > >> > > > > >> > > Research Today: Hexindo, Excavating returns - Initiate with a BUY - > > >> Tp4,150 > > >> > > This is one of my high conviction pick in the small cap space (mkt > > >> > > cap > > >> > > US$245). They are second biggest heavy equipment (Hitachi)distributo > > >> > > r > > >> in > > >> > > Indonesia trading on on 6.3x 2010CL while churning over 40% ROE with > > >> > > a > > >> sweet > > >> > > 5% divy yield. This compare to 13x 2010CL, 25% ROE for United > > >> > > Tractors. Their revenue and operating profit has been growing at 33% > > >> and > > >> > > 52% CAGR over the past five years > > >> > > > > >> > > Hexa with a more focused business model with considerably higher > > >> earnings > > >> > > growth arguably should not be trading at a discount to UT in this > > >> > > part > > >> of > > >> > > cycle (a Sellers market here). Hexa is the dominate player in the > > >> super > > >> > > sized excavators with 100%, not typo here, market share in the over > > >> > > 250 > > >> ton > > >> > > class (Komatsu does not even have a product of this size). Coal > > >> > > miners > > >> > > continue to upgrade (even Pama buy them) to these super sized > > >> excavators for > > >> > > operating efficiency as their scale up their production. Bluesky for > > >> this > > >> > > stock will be from infrastructure spending accounting for less than > > >> > > 20% > > >> of > > >> > > sales compare to over 80% in this segment pre 1997. BUY! > > >> > > > > >> > > Key takeaways: > > >> > > > > >> > > * Demand for heavy equipment is set to accelerate over the coming > > >> years as > > >> > > demand for power, particularly coal-fired, is booming. Chinaand > > >> Indiathermal > > >> > > coal demand may expand by 700m tonnes in just five years, equal to > > >> current > > >> > > global seaborne thermal-coal market > > >> > > * The company sells 23% of its unit to mining sector, mostly coal > > >> companies > > >> > > and contractors, while revenue from mining unit contributing to 67% > > >> > > of > > >> > > total. > > >> > > * Note that the company sold 54 large and giant equipments in > > >> Jan-Aug vs. > > >> > > 28 units in 2008 and has further secured almost US$190m worth of > > >> contracts > > >> > > to deliver another 64 units of equipments in 2010 order book period > > >> > > * The company has successfully de-leveraged its balance sheet > > >> > > after > > >> seeing > > >> > > its net gearing peaked at 144% as of Dec06, with net gearing as of > > >> Sep09 > > >> > > stood at 33%. With its strong cash flow generation, we expect Hexindo > > >> to be > > >> > > in a net cash position in 2011. > > >> > > * Stock trades at 6.3x 2010 PER and 4.3x 2010 EV/Ebitda, still > > >> below its > > >> > > five years average historical valuations. Meanwhile, balance sheet > > >> > > and > > >> > > return are better than they were over the past five years > > >> > > DELTA DUNIA (DOID IJ) Conference call details > > >> > > Conference Call with Delta Dunia Makmur management team > > >> > > > > >> > > Date: Thursday,10 December 2009 > > >> > > Speakers: Patrick Walujo (Vice President Director), Thomas > > >> > > Husted > > >> > > (CFO), Budikwanto Kuesar (Managing director BUMA) > > >> > > Time: 8am - London > > >> > > 4pm Singapore/Hong Kong/Kuala Lumpur/Manila/ Shanghai/ Taipei > > >> > > 3pm Jakarta/Bangkok > > >> > > > > >> > > Delta Dunia management team would discuss the latest progress post > > >> > > acquisition of Bukit Makmur (Buma), Indonesia's second-largest > > >> coal-mining > > >> > > contractor. With a proven track record, long-term relationships with > > >> > > customers and low cost base, Buma, in our view, could benefit from > > >> the > > >> > > growing demand for thermal coal from both domestic and regional > > >> markets. > > >> > > Please see attachment for calling details. > > >> > > > > >> > > > > >> > > > > >> > > > > >> > > > > >> > > > >> > > >> > > >> > > >> > > >> ------------------------------------ > > >> > > >> + + > > >> + + + + + > > >> Mohon saat meREPLY posting, text dari posting lama dihapus > > >> kecuali diperlukan agar CONTEXTnya jelas. > > >> + + + + + > > >> + +Yahoo! Groups Links > > >> > > >> > > >> > > >> > > > > > >
