*" coz i believe underlying Profit Wont Be Shrinking By More Than 25%..."
25% Less profit, is that what you mean? So, do you assume the growth will be negative this year ? Yes, or No? Elaine** * On Tue, Apr 8, 2008 at 6:24 PM, kang_ocoy_maen_saham < [EMAIL PROTECTED]> wrote: > So its Somewhere near before or after Q1 Reading El??. > > > possible reasoning of analyst rush to downgrade their report ; > > 1. Higher Risk Premium (BI Rate Hike more than 1%) > 2. Weaker than Expected Figures (Missing Consensus's Estimate) > 3. Force Majeure (Catasthropic disturbing Operation) > 4. Assumption Regarding Sales and Expenses No Longer irrelevant > (Weaker Selling price or hiking expenses by significant amount) > > Of all above the most "Frightening" Reasoning is the > "earning-revision"., coz all those foreign analyst had been upbeat on > their assumption from 2007-2008. but to be honest., should they trim > their earning forecast to maximum 20%down and increasing their > discount factor more than 1%., ITS ALREADY ON THE CURRENT LEVEL > PRICE.. more than this is i believe what would be called "BARGAIN", > coz i believe underlying Profit Wont Be Shrinking By More Than 25%... > > > but yeah, i do have concern bot that. analyst jaman sekarang "lempeng" > banget bulak-balik upgrade-downgrade. asal asumsinya jangan > "keblinger" aja sih no-problemo lah... lagian yg beli kan Investor, > Bukan Analis. hehehehe > > > > Q1 Profit reading, There's where we all put our bet... > > > > > > --- In obrolan-bandar@yahoogroups.com, Elaine > <[EMAIL PROTECTED]> wrote: > > > > *Elaine bisa keluar kapan Elaine mau. Elaine kasih tahu ya, nanti > akan ada > > waktunya all local/foreign analysts DOWNGRADE mereka punya target aka > > "valuation war" in all sector. So, after 2000, there is a chance IDX > will go > > even lower, then we'll have a party. Kang Ocoy (OB's value investor) > akan > > pusing hadapi analysts ini... lol... **For me, technical > "engineering" is > > very easy to do. Valuation War is way more challenging.* > > * > > Elaine* > > > > 2008/4/8 Rei <[EMAIL PROTECTED]>: > > > > > Tapi EL senang kan gabung ama org gila? Hehehe buktinya nggak mau > > > keluar dari milis ini, berarti EL cinta sama kita semua! :D > > > Maklum deh...index ambrol lagi tadi, banyak yg sutris... > > > > > > --- In obrolan-bandar@yahoogroups.com, Elaine > > > <you.can.call.me.elaine@> wrote: > > > > > > > > *Sudah gila semua... > > > > > > > > Elaine** > > > > * > > > > 2008/4/8 Agus Harimurti <agus.harimurti@>: > > > > > > > > > Menurut kabar yang saya dengar Elaine adalah Tante Miranda > > > Swaray Goeltom > > > > > atau Mbakyu Sri Mulyani...Nanti akan saya selidiki lebih lanjut > > > mana yang > > > > > benar... > > > > > > > > > > > > > > > > > > > > *Yanuar Mustofa <yanuar.mustofa@>* wrote: > > > > > > > > > > Menurut kabar elaine ini adalah Aviliani = Pengamat Ekonomi > > > Indef. > > > > > > > > > > jangan Bohong yaaa Elaine....Ngaku aja Bu Aviliani. > > > > > > > > > > ------------------------------ > > > > > Tired of visiting multiple sites for showtimes? > > > > > Yahoo! > > > Movies<http://sg.rd.yahoo.com/movies/*http://sg.movies.yahoo.com/Show > > > > times/cinemas/< > http://sg.rd.yahoo.com/movies/*http://sg.movies.yahoo.com/Showtimes/cinemas/ > >>is > > > all you need > > > > > > > > > > > > > > > ------------------------------ > > > > > Bergabunglah dengan orang-orang yang berwawasan, di bidang Anda > > > di Yahoo! > > > > > > > > Answers<http://sg.rd.yahoo.com/mail/id/footer/def/*http://id.answers. > > > yahoo.com/> > > > > > > > > > > > > > > > > > > > > > > > > > > ------------------------------------ > > > > > > + + > > > + + + + + > > > Mohon saat meREPLY posting, text dari posting lama dihapus > > > kecuali diperlukan agar CONTEXTnya jelas. > > > + + + + + > > > + +Yahoo! Groups Links > > > > > > > > > > > > > > > > > > ------------------------------------ > > + + > + + + + + > Mohon saat meREPLY posting, text dari posting lama dihapus > kecuali diperlukan agar CONTEXTnya jelas. > + + + + + > + +Yahoo! Groups Links > > > >
