Tahan aja, mas. Itu saham bagus....apalagi kalo utk investasi. Itungan saya tahun depan saham mining akan 10xBV jadi ANTM minimal di 9000-an. Semoga akan seperti itu.... rgs, JM
--- In obrolan-bandar@yahoogroups.com, "sulistyo_winarto" <[EMAIL PROTECTED]> wrote: > > Dear Sobat2 OB, > Soal ANTM punya aku gimana nehh ? dibeli, buat warisan anak2 kalo > udah gede aja. > Ini cuplikan dari luar & dalam soal ANTM > > Aneka Tambang Tbk PT ANTM.JK (Jakarta) > Sector: Basic Materials Industry: Gold & Silver View ANTM.JK on > other exchanges > As of 4:00 AM EST > Rp.3,675IDR > Price Change > 125.00 > Percent Change > 3.52% > > > Profile Report > Consensus Recommendation Company Fiscal Year End Month Last > Updated > HOLD December Monday, November 05, 2007 > Analyst Recommendations and Revisions > 1-5 Linear ScaleCurrent 1 Month Ago 2 Months Ago 1 Year Ago > BUY (1) 2 2 3 1 > OUTPERFORM (2) 2 2 1 0 > HOLD (3) 3 3 3 7 > UNDERPERFORM (4)2 1 1 0 > SELL (5) 3 3 4 1 > No Opinion 0 0 0 0 > > 3.18 3.09 3.17 3.00 > NB : semakin besar nilai rekomendasi, maka semakin kurang disukai > > ANTM Kesulitan Jadi Perusahaan Kelas Dunia > Posted November 2nd, 2007 by Redaksi > o Berita > o detik Finance > Perusahaan pelat merah, PT Aneka Tambang Tbk (Antam) mengaku sulit > berkembang menjadi perusahaan kelas dunia seperti Companhia Vale do > Rio Doce (CVRD) dengan kondisi seperti sekarang. > Dirut Antam D Aditya Sumanegara menjelaskannya dalam diskusi > pertambangan yang digelar di Graha Niaga, Jakarta, Jumat (2/11/2007). > Berita selengkapnya bisa dilihat di detik Finance > > > > > --- In obrolan-bandar@yahoogroups.com, "gmail-doekoen.jamoe" > <doekoen.jamoe@> wrote: > > > > Quote from Klubsaham.com > > > > Aneka Tambang, Riding On Metal Prices > > (ANTM.JK/ANTM IJ - Rp3,550) - SELL (under review) Result > > > > ANTM posted 9M07 revenues of Rp8.3tr or up by 143.1% YoY buoyed by > strong metal prices and higher sales volume of high-grade nickel > ores. Higher prices guarded costs that have been hiking throughout > the year. ???? [size=18][b] > > > > DISINI SI ANALIS TIDAK LIHAT REPORT PENGELUARAN BULANAN ANTM, > DIA HANYA MENGUTARAKAN PENDAPAT PRIBADI.[/b][/size] > > > > As a result, ANTM registered robust gross profit and operating > profit growth by 262.0% and 289.7%, respectively. Joint with higher > dividend income, net interest income as well as a one-off item > amounted Rp86bn, the company's strong operation performance lifted > net profit by 373.7% YoY to Rp3.8tr. > > > > Sales volume of high-grade nickel ores, gold, and silver advanced > by 126%, 83%, and 18% YoY to 5.0m wet metric ton (wmt), 3.7ton, and > 18.9ton, respectively, compensating lower sales volume of low-grade > nickel ores, bauxite, and ferronickel that dropped 62%, 23%, and 4% > to 0.2mn wmt, 0.8mn wmt, and 9,279 ton. > > > > QoQ basis, ANTM booked 3Q07 revenues, gross profit, operating > profit, and net profit of Rp2.3tr (-37.8% QoQ), Rp1.4tr (-48.1% > QoQ), Rp1.2tr (-51.5% QoQ), and [b]Rp958.1bn [/b](-46.8% QoQ). > > > > Stock Data > > > > PERHATIKAN ANGKA-ANGKA AJAIB BERIKUT INI, ANGKA-ANGKA INI KELUAR > TANPA ADA HUBUNGANNYA DENGAN ANGKA-ANGKA YANG DISAMPAIKAN DIATAS! > > Target Price: Rp2,720 angka ajaib !!! > > P/E (x): 7.8 angka lebih ajaib !!! > > KENAPA CUMAN 7.8? APA NGAK TERLALU BESAR? KENAPA TIDAK 6.18? ATAU > 5.5? ATAU 4.3? ATAU.....1 (satu) ? > > P/BV (x): 3.8 > > Div. Yield (%): 7.0 > > > > Comment > > High metal prices has been the driving factor for stellar 9M07 > performance, bringing ANTM sets of record performances from top line > (exceeding US$900m) to bottom line (exceeding US$400m). However, > cost concerns will be the next crucial theme going into 4Q07 and > onwards as oil price continues to strengthen while base metal prices > has started to decline. With the absence of huge capital-intensive > projects, strong metal prices generated generous free cash flows > that helped ANTM solidify its balance sheet, raising cash by more > than 4.0x to Rp4.4tr and trimmed debt by 38% YoY to Rp1.0tr. As a > result, ANTM's balance sheet reported a turnaround from reporting a > net debt of Rp770bn a year earlier to a net cash of Rp3.4tr or net > cash per share of Rp355. A strong balance sheet should provide a > leeway for ANTM to materialize their acquisition plans. An > accidental stoppage of the newly built FeNi-3 unit in mid-2Q07 > resulted in a 20% QoQ decline in ferronickel production. Luckily, > ANTM was able to offset the lower contribution from ferronickel by > boosting the sales of high-grade nickel ores to China. Going > forward, ANTM toned down its ferronickel production target in 2008 > to 17,000 ton from high 20,000 ton. Gold production from Pongkor has > been slow to pick up with growth of only 1.0% YoY, while reporting a > 3.0% QoQ production decline in 9M07. > > > > AIYA ! TERNYATA ANGKA Rp2,720 DENGAN PE 7.8an DIDASARKAN NETT CASH > HINGGA BULAN SEP 07. YAITU SEBESAR RP 355 x7.8 (7.8 sendiri entah > angka keramat dari mana?) > > BARU 1 KALI INI AKU LIHAT SEORANG ANALIS MEMPERKIRAKAN Price > Earning Ratio TERHADAP NETT CASH, BUKAN NETT PROFIT > KUARTALAN/TAHUNAN! > > WOW, MUNGKIN INI CARA ANALISA YANG BARU ! > > > > ANTM performance in 3Q07 was weak due to: > > 1) declining prices of all metals produced by the company, except > gold; > > 2) lower sales volume of ferronickel and high-grade ores amid > higher sales of gold and silver; and > > 3) continued cost escalation. Consequently, we are not surprised > to by the set of weak quarterly result. > > > > We are revising our projections, hence our recommendation and > target price. Base metal prices have started to rebound albeit at a > slow pace, while gold price is on the up trend. Any gold mine > acquisition, could be a potential surprise; yet, it hinges on the > quality of the mine. Financial Summary Y-o-Y and Q-o-Q Profitability > Performance > > (Rpbn) 9M06 9M07 Chg (%) 2Q07 3Q07 Chg (%) > > Revenue 3,401 8,270 143.1 3,628 2,256 (37.8) > > Gross profit 1,506 5,452 262.0 2,601 1,350 (48.1) > > Operating profit 1,317 5,132 289.7 2,496 1,211 (51.5) > > Net profit 809 3,831 373.7 1,800 958 (46.8) > > Gross margin (%) 44.3 65.9 71.7 59.8 > > Operating margin (%) 38.7 62.1 68.8 53.7 > > Net margin (%) 23.8 46.3 49.6 42.5 > > > > Adi Hartadi > > Tel: (6221) 515 2727 > > adi.hartadi@ > > > > DISCLAIMER > > > > MAKELAR BILANG BAHWA RESEARCH DARI SI ADI HARTADI BULL SHIT! > > > > Tapi sejujurnya Makelar sih senang kalau ANTM turun lagi karena > sejujurnya ANTM overweight ama penumpang retail, sebaiknya para > retail kecil seperti makelar dan teman-teman pada lepasin barang- > barangnya agar ngereknya ngak susah. hi....hi....hi... > > Disclaimer on. > > > > Daisy You've got friend now! > > >
