Kalau liat TA, ada tanda2 reversal, dua hari terakhir volume meningkat, kemarin waktu index drop cukup dalem, totl tenang2 aja di 630. Mungkin ada benernya juga BUY on (BAD) news!
--- In obrolan-bandar@yahoogroups.com, [EMAIL PROTECTED] wrote: > > Old adagio, SELL on (GOOD) news, BUY on (BAD) news ??? > > Just a thought... :D > > Rgds > > > On 11/14/07, Mas Anto <[EMAIL PROTECTED]> wrote: > > Total's earnings to decline by 49% this year > > > > q Total Bangun Persada estimates that this year net profit to decline > > by 49% yoy to Rp52bn, caused by cost over-run on three projects, error in > > cost estimation process and a project termination which burden the company > > with additional of Rp26bn expenses. The new estimates are 50% lower than > > the previous earnings guidance of Rp103bn for FY07. > > q Consequently, net margin will shrink to approximately 4% in FY07 from > > average of 6% for the last three years. The company plans to reduce its high > > net margin policy in order to be able to capture sizable project and sustain > > growth. > > q Total targets to book revenue and net profit of Rp2tn (+54% yoy) and > > Rp100bn (+92% yoy) in FY08, respectively, translating to a net margin of 5%. > > Such a strong growth outlook is expected to be driven by hefty carry over > > contract to 2008 at the minimum of value of Rp2.2tn. > > q Although we view that the revenue target in FY08 is achievable, > > margin pressure risk will remain, as the company will continue introducing > > lower margin policy to capture big projects and inflated project cost or > > default by project owner may occur again in the future. > > q The share price has declined by 24.7% since disclosure of the weak > > 3Q07 results, driving down consensus' PER08E to 13.8x. > > > > > > disclaimer: > > Kecuali kalau memang sedang koleksi. > > Keputusan akhir ada di tangan Anda.....bla...bla....bla.... > > > > >
