Yang jadi masalah hasilnya "ANAL' itu, jadi pupuk kandang atau sia-
sia....hahaha
--- In obrolan-bandar@yahoogroups.com, "jos_martino"
<[EMAIL PROTECTED]> wrote:
>
> Berarti banyak ANAL dong di milis ini he..he..he
>
> --- In obrolan-bandar@yahoogroups.com, "tuangede" <tuangede@>
> wrote:
> >
> > Jangan percaya dengan report ANALYST : Kata dasarnya
dari 'ANAL'
> > and you know what comes out from there...
> >
> > --- In obrolan-bandar@yahoogroups.com, "tbumi" <tbumi@> wrote:
> > >
> > > --- In obrolan-bandar@yahoogroups.com, Rei <highwaystar91@>
> wrote:
> > > > Biasalah maling teriak maling dalam keadaan ini. Nanti
> > > market yang membuktikan analisa siapa yg benar.
> > > Ada pihak yg ingin barang murah, tapi masih belum bisa
> > > dapat barang murah. Sehingga bikin news yg pesimis saja.
> > > Dalam investasi, pemodal harus selalu optimis.
> > > Hanya doa yg optimis pasti dikabuli TUHAN.
> > >
> > >
> > >
> > > > Pak Sulistyo, bukannya anda sdh memutuskan hal ini waktu
> > > beli? "dibeli, buat warisan anak2 kalo udah gede aja"...nah
kalo
> > sdh
> > > gitu, nggak usah pusing pak dgn rekomendasi dan berita ini itu
> yg
> > > tujuan utamanya adalah hanya utk mendistorsi pikiran para
trader
> > > (seems to be working in your case as you doubted again your
> > > decision). Mesti sabar pak dalam hal investasi saham, ingat
> > postingan
> > > pak DE mengenai bagaimana cuan 100%...baru2 ini. Kalo saham
blue
> > chip
> > > apalagi pertambangan di hold minimum 3 thn akan memberikan
> return
> > yg
> > > sangat bagus. Ingat saja, teruslah tambah posisi antm anda
> sedikit
> > > demi sedikit layaknya membangun bisnis atau fondasi yg kuat.
> > Ingat,
> > > ini bukan utk anda tapi utk ANAK2 anda jadi hitung2 nabung
buat
> > > mereka (jadi nantinya kita nggak usah keriting mikirin uang
> > edukasi
> > > buat mereka apalagi kalo mereka bilang, "Pa, teman2 semua ke
US
> > > lho...saya IKUT!". Nah, niscaya nantinya anda tinggal
> bilang, "No
> > > problem!!!"
> > > >
> > > > So...sekali beli nggak usah ragu utk menyimpan antm (aduh,
> > saya
> > > mesti minta komisi nih dari antam ). It takes patience & time
to
> > > achieve great wealth. Kecuali mau trading harian...mending ke
> > Genting
> > > aja pak lebih seru
> > > >
> > > >
> > > > sulistyo_winarto <sulistyo_winarto@> 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!
> > > > >
> > > >
> > > >
> > > >
> > > >
> > > >
> > > > __________________________________________________
> > > > Do You Yahoo!?
> > > > Tired of spam? Yahoo! Mail has the best spam protection
> around
> > > > http://mail.yahoo.com
> > > >
> > >
> >
>
