jadi DEWA DOID loh.. dewa duit
salam
--- In obrolan-bandar@yahoogroups.com, M Herman <hermanlat...@...> wrote:
>
> gak lah saya pemain kecil hehe (pelornya dikit) .....BMTR sih gak tahu
> apa2.... tapi ada info/rumor  DOID nanti mau dibeli dewa  sehingga kalau
> digabung gak jauh beda dari Pamapersada (the biggest mining contractor in
> indonesia)...... (gak tahu duit dari mana..namanya juga B7...dan gak berani
> jamin info bener walaupun yg kasih info sering bener juga )...soalnya
> northstar (pemegang saham utama doid sekarang ) kan udah lama temenan ama
> bakrie...northstar kan juga pemegang saham & convertible bond (kreditor) di
> BNBR juga) ...
> di daily CL bilang besok akan ada conference call sama manajemen DOID....
> btw seingat saya dulu CL juga yg bilang BUMI akan "beli" Berau lewat
> recapital..kenyataannya bener sekarang
>
> --- On Wed, 12/9/09, TimurLaut <i4...@...> wrote:
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> From: TimurLaut <i4...@...>
> Subject: Re: [ob] Daily CL...HEXA new coverage TP 4150
> To: obrolan-bandar@yahoogroups.com
> Date: Wednesday, December 9, 2009, 3:12 AM
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> Pak Herman ini Jenderal juga ya? kaya Jenderal Arto.Banyak ammo nya.....Â
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> Jam 11.16.24 tadi HEXA masih 2775.
> Â
> Punten, apa lagi ya pak? BMTR boleh nggak Pak?
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> From: M Herman <hermanlatief@ yahoo.com>
> To: obrolan-bandar@ yahoogroups. com
> Sent: Wed, December 9, 2009 11:16:24 AM
> Subject: [ob] Daily CL...HEXA new coverage TP 4150
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> Good morning. There has been talk about big rallies in Jakarta today as 11
> public demonstrations are scheduled to mark the International Anti-Corruption
> Day.
> Â
> Interestingly, despite earlier remarks that todayâs rallies against
> corruption could potentially be hijacked by rogue elements, President SBY
> welcomes the rally. The President further urged the public to celebrate
> todayâs International Anti-Corruption Day peacefully. Perhaps coincidental,
> the President cancelled a planned visit to Makassar in South Sulawesi to open
> the 52nd Nusantara Day today.
> Â
> 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.Â
> Â
> The attitudes toward corruption in Indonesia are changing. KPK has very
> strong public support. The press in Indonesia is one of the freest in Asia.
> Change begins at the margin. Indonesia has come very far, but anticorruption
> efforts must continue.
> Â
> 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 Jakarta to 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. Jakarta does not need extra problems
> to compound to its massive traffic problems. Average vehicle speed on roads
> is already so slow at 20km/hour. Canât get any slowerâ¦
> Â
> Research Today: Hexindo, Excavating returns - Initiate with a BUY -
> Tp4,150Â
>  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
> Â
> 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!
> Â
> Key takeaways:
> Â
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> Demand for heavy equipment is set to accelerate over the coming years as
> demand for power, particularly coal-fired, is booming. China and India
> thermal 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.Â
> 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
> Â
> Date:Â Â Â Â Â Â Â Â Â Â Â Â Â Thursday, 10 December 2009
> Speakers:Â Â Â Â Â Patrick Walujo (Vice President Director), Thomas Husted
> (CFO), Budikwanto Kuesar (Managing director BUMA)
> Time:Â Â Â Â Â Â Â Â Â Â Â Â Â 8am - London
> 4pm â" Singapore/Hong Kong/Kuala Lumpur/Manila/ Shanghai/ Taipei
> 3pm â" Jakarta/Bangkok
> Â
> Delta Dunia management team would discuss the latest progress post
> acquisition of Bukit Makmur (Buma), Indonesiaâs 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.
>