kelihatan Pak Eka ada salah analisa terhadap TBLA dan beliau mungkin sudah minggat dari saham ini. Ini baru dugaan saya loh
On 12/31/07, Forever Apprentice <[EMAIL PROTECTED]> wrote: > > Little bird says taon depan akan ada at least 2 emitten CPO baru, both > Kalimantan based. > > ----- Original Message ---- > From: Tazmania Devil <[EMAIL PROTECTED]> > To: obrolan-bandar@yahoogroups.com > Sent: Monday, December 31, 2007 12:43:18 PM > Subject: Re: [obrolan-bandar] Bahana Focus - Tunas Baru Lampung: No Upturn > Yet; Perhaps Next Year > > Iya... saya rasa banyak yg pingin tau juga, termasuk saya. > please dunk di milis aja. > > > ----- Original Message ----- > *From:* A Wish <[EMAIL PROTECTED]> > *To:* obrolan-bandar@ yahoogroups. com <obrolan-bandar@yahoogroups.com> > *Sent:* Monday, December 31, 2007 1:18 AM > *Subject:* Re: [obrolan-bandar] Bahana Focus - Tunas Baru Lampung: No > Upturn Yet; Perhaps Next Year > > > > duh2.. jangan japri2an dong. > > On 12/30/07, Kalyana Mitta <[EMAIL PROTECTED] com <[EMAIL PROTECTED]>> > wrote: > > > > Coba japri Pak Eka, beliau termasuk yang paling detail mengikuti > > perkembangan FA dari sisi FA. Maybe worth... > > > > *Forever Apprentice <apprentice.forever@ yahoo.com > > <[EMAIL PROTECTED]>>* wrote: > > > > Wah wah, very interesting nih. Thanks for sharing this. > > IMHO TBLA is one of the wild cards utk thn 2008. Cuma belom sempet liat > > profil portfolio TM & TBM secara detail. > > > > > > ----- Original Message ---- > > From: Resky Aindhaka < [EMAIL PROTECTED] com <[EMAIL PROTECTED]>> > > Sent: Friday, December 28, 2007 2:03:03 PM > > Subject: [obrolan-bandar] Bahana Focus - Tunas Baru Lampung: No Upturn > > Yet; Perhaps Next Year > > > > > > > > > > BAHANA FOCUS > > > > EQUITY & FIXED INCOME RESEARCH > > > > Tunas Baru Lampung > > > > Rp600; increase target price to Rp575 - downgraded to Reduce > > > > No Upturn Yet; Perhaps Next Year > > > > By Achmad Syafriel > > > > * Lower palm oil production continues > > > > * PKO sales contribution increased significantly this year > > > > * Cost increases still the main concern > > > > * Sales upgraded by 3% due to higher CPO price estimates > > > > * More expensive vs. other plantation counters > > > > * Increase TP to Rp575/share, downgraded to Reduce > > > > Therefore, using DCF valuation with WACC of 14.8% and higher CPO price > > estimates, the company is valued at Rp578/share. From this value, we derive > > our target price of Rp575/share with 37% estimated earnings growth. This > > target price provides a 4.2% downside potential from the current price. > > Reduce. > > > > DISCLAIMER > > > > This email may contain privileged and/or confidential Information > > intended only for the use of the addressee. If you are not the addressee, or > > the person responsible for delivering it to the person addressed, you may > > not use any part of it, forward, disclose, copy or deliver this to anyone > > else. If you receive this email by mistake, please immediately delete it > > from your system and notify the sender by return email. Internet > > communications can not be guaranteed to be timely, secure, error or virus > > free, the sender does not accept any liability for error or omissions. > > > > The information contained in this email and/or report is not be taken as > > any recommendation made by PT. Bahana Securities or any other person to > > enter into any agreement and/or take position with regard to any investment > > mentioned in this document. This email and/or report is prepared in general > > circulation. It does not have any intention to the specific person who may > > receive this email and/or report. In considering any investments you should > > make your own independent assessment and seek your own professional > > financial and legal advice. > > > > No virus found in this outgoing message. > > Checked by AVG Free Edition. > > Version: 7.5.503 / Virus Database: 269.16.10/1160 - Release Date: > > 11/29/2007 8:32 PM > > > > No virus found in this outgoing message. > > Checked by AVG Free Edition. > > Version: 7.5.503 / Virus Database: 269.16.10/1160 - Release Date: > > 11/29/2007 8:32 PM > > > > No virus found in this outgoing message. > > Checked by AVG Free Edition. > > Version: 7.5.503 / Virus Database: 269.17.4/1187 - Release Date: > > 12/16/2007 11:36 AM > > > > > > > > > > > > ------------------------------ > > Looking for last minute shopping deals? Find them fast with Yahoo! > > Search.<http://us.rd.yahoo.com/evt=51734/*http://tools.search.yahoo.com/newsearch/category.php?category=shopping> > > > > > > Send instant messages to your online friends http://uk.messenger > > .yahoo.com <http://uk.messenger.yahoo.com/> > > > > > No virus found in this incoming message. > Checked by AVG Free Edition. > Version: 7.5.516 / Virus Database: 269.17.12/1203 - Release Date: > 12/30/2007 11:27 AM > > > > > ------------------------------ > Be a better friend, newshound, and know-it-all with Yahoo! Mobile. Try it > now.<http://us.rd.yahoo.com/evt=51733/*http://mobile.yahoo.com/;_ylt=Ahu06i62sR8HDtDypao8Wcj9tAcJ+> > > >
