Tuh AB nyanyi bareng Ruhut di TV-One.
Ahaaa. G7 kick back.
On Feb 21, 2010, at 19:58, "David Lau" <dj_davi...@yahoo.com> wrote:
Wah...., aing bener2 ga nyahook.
Wkakakaka
Regards
DvD™
"In Te Domine, Speravi Non Confundar In Aeternum"
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From: "ueno_kobaya...@yahoo.co.id" <ueno_kobaya...@yahoo.co.id>
Date: Sun, 21 Feb 2010 02:39:20 -0800 (PST)
To: <obrolan-bandar@yahoogroups.com>
Subject: JWB: Re: [ob] Price to Book value saham Bakrie per 4 jan 2010
Kang Bagus..
Punten..abdi ogeh sami mawon.
Entiasa bhs england.
Kudu kumaha dibacana?
Penghartikeun ke bhs Indonesia wae..nya..kang Bagus nu bageur..
Hatur nuhun
Salam
Kabayan
Wkwkwk..milu ngebanyol nya..punten.sing dimaafkeun.
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Subyek: Re: [ob] Price to Book value saham Bakrie per 4 jan 2010
Dari: "B_ND" <nyaham.d...@gmail.com>
Tanggal: 21-02-2010 16.51
Punten Kan gBagus, Mun tiasa mah di_indonesiakeun wae atuh...dah abdi mah
teu pati ngeurti basa inglish.eui..Komo deui mun make istilah-istialh
ekonomi kiyeu...Punten pisan nyak Kang....
Salam,
On Sun, Feb 21, 2010 at 5:27 PM, Bagus Putra Perdana <
disclosure....@gmail.com> wrote:
> nowaday a company is worth its cash generating abilities. rarely does
> it worth its 'balance sheet' unless on a few stripped-off case. Or in
> some 'overhang' situation its on the 'overhang working-out' condition.
> One does not simply buy a company and cashing its accounting book
> value at an exact market price. It could worth more, it could worth
> less. Its ultimately depends on the quality of the assets. Its cash
> and liquid assets on hand versus liabilities that need to be settled.
> It worth its cash generating abilities going forward. amount of new
> capital-injection needed to keep the business running is a huge factor
> too. its niche and franchise value.(Those VRIO stuffs.) might justify
> a premium intangibles valuation. There were three basic questions to
> resolve : First, what are the true economics of the business? Second,
> how do the economic compare to the reported earnings? Third, how are
> the interests of the decision makers aligned with the investors?
>
> Problems with UNSP is they were cash-burning and drownin in debt. Huge
> dillution with a big bet on an unproductive asset. Given the battered
> price, It may be worth the bet. The domba mas takeover might proves to
> be a good decision. But everything should be decided by a detail and
> prudent further assesment. It cant be done only by looking at current
> BV level. Unfortunetaly, Domba Mas data is unavailable to most of us.
> I personally prefer to wait 6-10 months from now to get a better after
> dillution data and facts about domba mas. Things might turn
> interesting for bakrie if after the RI execution UNSP announced they
> were withdrawing from domba mas deal. By that they will be hittin
> double, erasing the overhang on bad asset burden aswell as dilluting
> other shareholders and still with pile of cash on hand. That would be
> brilliant move but rather unsportive and tricky.
>
> On 21/02/2010, jsx_consultant <jsx-consult...@centrin.net.id> wrote:
> > Price to Book value saham Bakrie per 4 jan 2010
> >
> >
> > Embah barusan buatkan nilai PBV saham saham Bakrie per 4 Jan 2010
> > yaitu sebelum Right Issue DEWA, ENRG dan UNSP
> >
> > BUMI = 2,1
> > BNBR = 1,2
> > ELTY = 0,8
> > UNSP = 0,8 , (note PBV AALI sekitar 6)
> > BTEL = 0,7
> > DEWA = 0,6
> > ENRG = 0,1
> >
> > Perhitungan ini mohon dicheck kembali, takutnya ada yg salah
> >
> > selengkapnya di:
> > - hhtp://www.investdata.net/QZ93BAK5.TXT
> >
> >
> >
> >
> >
> >
>
>
> --
> 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
>
>
> ------------------------------------
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