Ada yang sudah menghitung berapa EPS BUMI kalau harga penjualan coal nya di $175, dan berapa kalau di $190. Atau supaya tidak terlalu muluk, berapa perkiraan EPS BUMI di kuartal ketiga dan keempat 2008 ini kalau harga coalnya hanya $150 /mton saja.
Bulan Mei 2008 kemarin, BUMI sempat jualan di $132 /mton dengan pembeli dari Jepang. Ada yg bisa bantu saya menghitungkannya? Untuk perkiraan total penjualan tahun 2008, manajemen BUMI kasih angka target penjualan 61 juta mton. Q1 2008 BUMI sudah melakukan penjualan sebesar 12.5 juta mton. Dengan harga penjualan rata2 sekitar $53.09 /mton. Berarti dalam 3 kuartal ini akan ada penjualan sekitar 48.5 juta mton. Kalau sudah dapat angka perkiraannya, tolong di share di milis ini ya.....:) Kalau ngga ada yg mau bantuin, terpaksa saya minggu depan yg akan buatin hitungan kasarnya (di meja kerja saya sih sudah ada coret2annya, tapi malas ngetikinnya).....:) jabat erat, Irwan Ariston Napitupulu --- In [email protected], swan silo <[EMAIL PROTECTED]> wrote: > > > > > > Subject: Fw: COAL: BJI spot price $190 and Newcastle McCloskey $175- reit Overweight Coals (BUMI, PTBA, ITMG & UNTR)! > > > YANG PUNYA SAHAM BATUBARA TENANGGG........... > > COAL MASIH LEBIH MENGUNTUNGKAN DARIPADA MINYAK....... > > > > > Subject: FW: COAL: BJI spot price $190 and Newcastle McCloskey $175- reit Overweight Coals (BUMI, PTBA, ITMG & UNTR)! > > > > > > > > CS Indo COAL: BJI spot price $190 and Newcastle McCloskey $175- reit Overweight Coals (BUMI, PTBA, ITMG & UNTR)! > > The correction in API Index ($200-225/tonne) are partly attributable to Financial Investors outflow, while the industry benchmark BJI & McCloskey remains firm at $175-190/tonne. Oil $145/bbl is definitely bad for global inflation (WPI and lagging CPI) and hence domestic purchasing power.Oil $145/bbl is equivalent to $220/tonne steam coal. > > We continue to recommend Overweight Coals and Buy BUMI, PTBA, ITMG & UNTR! > Assuming coal benchmark $130/t and Oil cost $130/bbl- valuations are: > (Rp) Price EPS Growth 09F-EPS PER FV @12x 09F PE > BUMI 7,100 +88% 880 8.1x 10,500 (+49% Upside) > PTBA 15,100 +110% 1,612 9.4X 19,300 (+28% Upside) > ITMG 31,700 +196% 4,357 7.3x 52,300 (+65% Upside) > UNTR 11,600 +74% 1,214 9.6x 14,600 (+26% Upside) > > Please see BJI spot price table below: BJI as of July 3,08: US$190.95 (+22.55) > > > Regards, > Dharwin Yuwono, CFA > IndonesiaEquity Sales > PT Credit Suisse Securities Indonesia > Sampoerna Strategic Square, South Tower, 23rd Floor, > Jl. Jend Sudirman Kav.45/46, Jakarta 12930, Indonesia > Phone : +6221 2553 7978 Fax :+6221 2553 7990 > Mobile : +62811 979 788 Email:[EMAIL PROTECTED] > > No virus found in this outgoing message. > Checked by AVG. > Version: 7.5.524 / Virus Database: 270.4.5/1533 - Release Date: 7/3/2008 7:19 PM > > ----------------------------------------------------------------------------------- > PRIVILEGED AND CONFIDENTIAL (Disclaimer) > ----------------------------------------------------------------------------------- > This e-mail message is intended only for the use of the individual or entity to which it is addressed and may contain information that is privileged, confidential and exempt from disclosure. If you are not the intended recipient, please do not disseminate, distribute, or copy this communication, by e-mail or otherwise, or take any action in reliance on it. Instead, please notify us immediately by return e-mail (including the original message in your reply) to [EMAIL PROTECTED], and then delete and discard all copies of the e-mail. > > Send instant messages to your online friends http://uk.messenger.yahoo.com > > > > ÿþS > ------------------------------------ Kunjungi situs http://www.info-saham.com untuk informasi seputar saham. DILARANG KERAS MEMOSTING OPINI PRIBADI TENTANG POLITIK DI MILIS INI. Silahkan lakukan itu di milis [EMAIL PROTECTED] [EMAIL PROTECTED] untuk berhenti dari milis saham [EMAIL PROTECTED] untuk bergabung ke milis saham Yahoo! Groups Links <*> To visit your group on the web, go to: http://groups.yahoo.com/group/saham/ <*> Your email settings: Individual Email | Traditional <*> To change settings online go to: http://groups.yahoo.com/group/saham/join (Yahoo! ID required) <*> To change settings via email: mailto:[EMAIL PROTECTED] mailto:[EMAIL PROTECTED] <*> To unsubscribe from this group, send an email to: [EMAIL PROTECTED] <*> Your use of Yahoo! Groups is subject to: http://docs.yahoo.com/info/terms/
