--- In obrolan-bandar@yahoogroups.com, "Aa" <[EMAIL PROTECTED]> wrote: > > Ya itu masalahnya,kita cuma bisa beli,ngak kuat angkat harga sahamnya
> Kalau ramai ramai ikut beli, harga pasti akan naik cepat. Ini terbukti harganya naik pelan pelan, yg penting lebih untung dari bunga bank saja. > > > > > ----- Original Message ----- > From: "tbumi" <[EMAIL PROTECTED]> > To: <obrolan-bandar@yahoogroups.com> > Sent: Wednesday, November 07, 2007 11:15 AM > Subject: [obrolan-bandar] Re: Re : ANTM Sell by LG > > > --- In obrolan-bandar@yahoogroups.com, "Aa" <aang88@> wrote: > > Hitungan sederhana saja, kalau anda beli di hari ini > dengan harga tertinggi Rp. 3900, memang tinggi utk hari ini, > tapi utk 2 tahun lagi saham ANTM pasti tidak dihargai > lagi di Rp. 3900. Bisa saja sudah tembus 10'000 dalam > 2 tahun lagi. Kalau anda deposito dalam 2 tahun, berarti > dana yg Rp. 3900, menjadi paling paling di Rp. 4800. > > > > > Kalau ada duit ya beli lagi,kan buat invest > > > > > > > > ----- Original Message ----- > > From: "pemainedan" <pemainedan@> > > To: <obrolan-bandar@yahoogroups.com> > > Sent: Wednesday, November 07, 2007 10:35 AM > > Subject: [obrolan-bandar] Re: Re : ANTM Sell by LG > > > > > > Biasanya (dari pengalaman dulu2) kalo udah gini, bentar lagi > > dijeblokin, biar seolah2 analisa mereka benar. Ingat peristiwa dulu > > wkt ML kasih target INCO 42000, PGAS 8000 (kl tidak salah)? > Akhirnya > > dijeblokin ke dekat2 angka tsb. > > > > Nanti setelah itu ditarik kencang sampai ga terkejar lagi. So, > > mudah2an bener dijeblokin, biar bisa collect lbh buanyak2. > > > > > > > > > --- 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 > > > > > > > > > > > > > > > > > > > > > > > > > > > >
