sudah nambah beli lagi Pak. Tadi baru nambah hasil switching saham lain. --- In [email protected], positif01 <positif01@...> wrote: > > Comment? > > '+' > > On Thu, Jun 9, 2011 at 1:15 PM, positif01 <positif01@...> wrote: > > > Simple, clear and loud. > > > > IFAR (Indofood Agri Resources), listed at Singapore, which holds post-IPO > > 72% of SIMP shares, dropped real time approaching -3,5% today. (delayed at > > http://www.bloomberg.com/apps/quote?ticker=IFAR:SP) > > > > SIMP now? 10%? Is it de ja vu of INDF's other subs IPO? Why not look the > > following two charts. The first chart on how ICBP IPO behaved the first > > week, and the second what you have said to your Grandma and...Grandpa! > > > > PS: Do not forget to check what was going on with INDF during those > > memorial days of ICBP. Worth checking though. :d And, see our last quote > > after the charts. > > > > Chart 1: > > [image: ICBP-First Week of IPO.png] > > > > Chart 2: > > [image: ICBP IPO history.png] > > > > This is what some people said in anticipation of ICBP IPO last year, and > > ponder how they had finally reconciled with the truth. :d > > > > http://www.e-samuel.com/content/indf-value-adding-icbp-ipo > > > > Value adding ICBP IPO > > > > Indofood's subsidiary, Indofood CBP (ICBP), IPO listing has been > > confirmed to be priced at Rp5,395/share. > > *Compared with domestic and regional peers, ICBP valuation is still > > attractive because it is going to be traded at a discount against its peers > > * (domestic peers P/E'10-11E 21x-18.1x and regional peers P/E'10-11F > > 26.2x-21x). > > INDF's bottom line will be relatively stable after ICBP IPO with only > > 2-3% dilution in FY10-11 bottom line estimation. > > The subsidiary's IPO will bring benefits for the parent company, INDF net > > gearing will drop to 0.36x 0.31x for FY10-11F and debt to equity ratio > > will also drop to 1.08x. > > Maintain Hold, TP of Rp5,700 reflects PER'10-11E 21.6x 18.5x. > > > > '+' > > > > > > On Thu, Jun 9, 2011 at 9:04 AM, positif01 <positif01@...> wrote: > > > >> This one is pretty clear and simple. Everyone is familiar with all > >> family gets into IPO knows it well. SIMP is just simply another INDF > >> family-related IPO crash. There is nothing to make it better than the > >> last case of ICBP last year, and the effect is expansive to affect all > >> its other family members, you name it how INDF price action afterward. > >> > >> And, no need to wait this SIMP sinks to the bottom to prove the story > >> will continue the days on. Very simple, look what has just happend to > >> SIMP parent, IFAR which is listed at Singapore, it sank deep in the > >> hole. > >> > >> Why would it be different right now knowing that palm oil prices are > >> also under pressure...at this very day? > >> > >> So, who is the indisputable winner of this IPO? Indofood with your > >> money. And, who is the inevitable loser? You...the expecting > >> traders...unless you become long-term investor. A very long one for > >> slow stock at the very unlucky spot of time. :d > >> > >> From our previous posting: > >> > >> Goldman released comment (May 22, 2011): > >> Implications > >> In our view, the IPO (Salim Ivomas) could pose downside risks to our > >> IFAR earnings estimates through potential EPS dilution, as well as > >> possible holding company discount once its main operating asset is > >> listed separately. As an example, a similar holding company is JC&C > >> (JCYC.SI, Neutral, May 20: S$38.92), which owns Astra International, > >> has a NAV discount that has historically averaged at 13%. > >> > >> Coba perhatikan apa yang terjadi pada IFAR dan juga induk di atasnya > >> lagi, INDF, setelah tanggal 22 Mei tersebut. > >> > >> http://finance.yahoo.com/echarts?s=5JS.SI+Interactive#symbol=5js.si;range=1y;compare=;indicator=volume;charttype=area;crosshair=on;ohlcvalues=0;logscale=off;source= > >> ; > >> > >> '+' > >> > > > > >
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