wah saya udah tahu mas Boys mau bilang apa... wak... harusnya dikasih waktu kang bagus biar Boys kasih kita kuliah umum...
wah kalau beli FR40 dgn ptba, tanya p Rei ya pasti lah PTBA.... orang dia pemegang saham pengendali kok... hehe On Tue, Feb 9, 2010 at 11:12 AM, Bagus Putra Perdana < disclosure....@gmail.com> wrote: > > > yap. catatannya SUN yield nya gak ikut naik, ato kenaikan yield SUN masih > kalah ama kenaikan FCF yield equity. > > tapi paling engga posisi terakhir ini 8 februari dari 5 februari, gak ada > kenaikan yield SUN yg signifikan sementara equity yieldnya naik tajam. trus > kepemilikan asing pada SUN masih 117 Tn atau lebih tinggi dari posisi awal > februari 115 Tn. atau belon ada flight. > > pagi ini saya tes pasang bid buat lelang FR 40 di yield 10.85%, broker saya > ketawa pak. padahal itu bukit asamnya pak rei FCF yield 2010nya udah diatas > 10%. gimana tuh pak rei?. saya beli FR 40 apa beli PTBA nya pak rei?!. hehe > > 2010/2/9 Rei <highwaysta...@gmail.com> > > >> >> Bukannya pas tembus 2520 aja kang ocoy dah bilang menarik?...apalagi >> sekarang. Bandingkan saja angka2nya...makin turun makin menarik dibanding >> yield SUN. >> >> >> On Tue, Feb 9, 2010 at 11:04 AM, Bonardo Paruntungan < >> lawlegali...@yahoo.com> wrote: >> >>> >>> >>> jadi equitnya kalu per sesi 1 sudah menarik ndak? >>> atau masih belum menarik, turun lagi dong. >>> >>> maklum ngak ngerti pak. >>> >>> ------------------------------ >>> *From:* Bagus Putra Perdana <disclosure....@gmail.com> >>> *To:* obrolan-bandar@yahoogroups.com >>> *Sent:* Tue, February 9, 2010 11:01:58 AM >>> *Subject:* Re: [ob] Santai saja... >>> >>> >>> >>> Dividend asumsinya distributable dari FCF pak. nanti siang coba diupdate >>> sama net cash per share yield per sahamnya juga deh. >>> >>> yap dibandingkan antara yield fcf sama yield govt bond. >>> >>> kalo sampe equity lebih gede dari govt bond maka equity jadi menarik >>> apalagi yang FCFnya masih bisa tumbuh dan karakteristik emitennya bisa >>> manage excess cash secara baik (bisa reinvestment secara bijak ato suka >>> distribusi sisa free cash dalam bentuk dividen secara royal ) >>> >>> current = asumsi yield dari angka FCF 2010 >>> normalized = asumsi rata2 dari 1 siklus operasi ( 5 tahun 2007-2008-2009- >>> 2010-2011 ) >>> >>> On 9 February 2010 10:53, Dean Earwicker <dean.earwicker@ >>> gmail.com<dean.earwic...@gmail.com> >>> > wrote: >>> >>>> >>>> >>>> Yang dipilih yang yield fcfnya lebih gede dari yield govt bond... bukan >>>> begitu kang? >>>> >>>> PTBA, INCO, ITMG? >>>> >>>> wait... dividend pengaruh ga? >>>> >>>> 2010/2/9 Bagus Putra Perdana <disclosure.inc@ >>>> gmail.com<disclosure....@gmail.com> >>>> > >>>> >>>>> >>>>> >>>>> Yield FCF Equity ( versi asumsi full capex dan versi hanya maintenance >>>>> capex ) Vs Yield Govt Bond. dan posisi penguatan-pelemahan yield obligasi >>>>> negara harian. >>>>> >>>>> 2010/2/9 Febry Hariyannugraha <febry.hariyannugrah >>>>> a...@gmail.com<febry.hariyannugr...@gmail.com> >>>>> > >>>>> >>>>>> >>>>>> >>>>>> Hahaha .. >>>>>> >>>>>> Baru ane mau bilang .. tapi malu .. :) :) :) >>>>>> >>>>> >>>>> >>>>> >>>>> -- >>>>> 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 >>>>> >>>>> >>>>> >>>> >>>> >>>> -- >>>> Regards, >>>> DE >>>> >>>> >>>> http://www.idxbot. net <http://www.idxbot.net/> <<-- website gue. >>>> Mampir donk.. :) >>>> >>>> >>> >>> >>> -- >>> 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 >>> >>> >> >> >> -- >> Sent from my coal-powered phone. >> >> > > > -- > 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 > >
