DCF Driven Minimum is at around 14000-Ish I'm not saying that there's anything wrong with looking in the rear-view mirror, but if you're driving forward, it's probably wise to look out the windshield... I personally think the stuff bout PGAS is Its Long-Term Prospect. That is to say the main factor we should pay a close watch on PGAS is its project deliveries. delayed YES, but i personally think Its already on the price. not many firm got what PGAS potentially has (Terminal Growth rate above 5%).
--- In obrolan-bandar@yahoogroups.com, "PyRiEL PyRiEL" <[EMAIL PROTECTED]> wrote: > > menurut akang valuasi wajar berapa? > btw ane mau dunk skulah valuasi biar bisa kayak kang ocoy.. > dimana yah? > biar aku ndak ketipu mulu > info yah kang > > 2008/4/21 kang_ocoy_maen_saham <[EMAIL PROTECTED]>: > > > > > PGAS Short Term View = Dissapointing YES, LATE DELIVERY YES > > > > PGAS Long Term View = Long-Term Growth Rate 5%???? > > > > Skolah Valuasi lagi gihhh... HEHEHEHEHEHEHE > > > > Hanya dengan kenaikan Volume 5% After 2010 Pertaun en asumsi kenaikan > > gradual harga gas per taun 3% aja atleast medium term Growth Rate > > Assumption PGAS bisa diatas 7% Sustain minimal 10 tahun. > > > > VALUATION WARS EH?? BEGINI DOANK?? > > > > BRING-IT-ON ANYWAY, U CANT KID AROUND W ME KALO CUMAN BEGINI DOANK! > > > > -Hint, angka Target KZ di derived BUKAN DR NILAI NPV NYA, TP DIA KASIH > > "DISKON" DR NPV KARENA DELIVERY MANAJEMEN PGAS MENGECEWAKAN, SEMENTARA > > MSLH DELIVERY INI BENER. TARGET NPV PGAS GAK MASALAH SO KUNCINYA > > ADALAH KALO TIBA2 ADA TURNAROUND MOMENTUM DI OPERASI PGAS., JANGAN > > TERKEJUT KALO SECEPET ITU JG NANTI DY BALIK KE "UPGRADE", LAH NPV DY > > AJA GA BERANI KASIH DIBAWAH 15000. > > > > my personal advice is go on the long view., delivery manajemen PGAS > > emang culun, prinsip disclosure nya juga jelek. but that doesnt mean > > it deserves 40% MoS kecuali emang niat dapet barangnya di "40%" MoS. > > TURUNIN lg aja. DIKIT LG MASUK LABEL "VALUE" THAN I CAN START USING MY > > "LONG-AWAIT" BUSTER RIFLE... > > > > --- In obrolan-bandar@yahoogroups.com <obrolan-bandar%40yahoogroups.com>, > > Andi Wahyudi > > > > <andi_wahyudi2000@> wrote: > > > > > > Valuation war begins? > > > > > > Ardomoro Winarto <wardomoro@> wrote: > > PGAS jeblok karena didawngrade oleh CLSA dari BUY menjadi UNDERPERFORM > > dgn tp yang baru rp 12900, maka asing pada buang-buang 2 hari ini. > > Tapi anehnya, ML pada tgl keluarin riset baru dengan MAINTAIN BUY dan > > tp rp.17500 dan hari ini ML plg banyak jualan PGAS. Asing memang > > paling bisa kalau ngibulin. > > > > > > Terry Astradika <astradika@> wrote: > > > nunggu ayunan mantap dari pgas, baru deh naik ke atas.. > > > > > > saat ayunan datang, baru deh masup, kalu ga ada ayunan, tapi harga > > > dah terbang...yaa ... sudah brarti belum rejekinya deh.. > > > > > > ciao! tetap sehat dan bersemangat.. > > > note: stay cool...jangan grasak grusuk.. > > > > > > --- In obrolan-bandar@yahoogroups.com <obrolan-bandar%40yahoogroups.com>, > > "kangduren" <kangduren@> > > > wrote: > > > > > > > > CMIIW > > > > > > > > nyeletuk dikit mudah2an ga salah, belon ada berita bagus lagi dari > > > > PGAS tapi sepertinya FM gede dah akumulasi dari tahun lalu (dah > > > > selesai akumulasi), coba liat chartnya, kalo PGAS sementara > > > invest... > > > > > > > > salam > > > > --- In obrolan-bandar@yahoogroups.com<obrolan-bandar%40yahoogroups.com>, > > "tora" <kopitorabika@> > > > > wrote: > > > > > > > > > > tanya dong... > > > > > > > > > > pgas ada berita apa kok jeblok terus ? > > > > > > > > > > trims. > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > --------------------------------- > > > Be a better friend, newshound, and know-it-all with Yahoo! Mobile. > > Try it now. > > > > > > > > > > > > Send instant messages to your online friends > > http://uk.messenger.yahoo.com > > > > > > > > > >
