Saya paling suka kalau master HY dan master Stock Gainer bahas suatu saham. Menarik analisa nya tajam. Bikin orang duduk gemetar
________________________________ From: HY <[email protected]> To: "[email protected]" <[email protected]> Sent: Thursday, December 13, 2012 10:40 PM Subject: Re: Bls: [saham] Saham UNVR sepertinya mau nutup gap nya dulu di 17500. asal jangan keterusan aja... " Hidupmu adalah Imajinasimu " ________________________________ From: sindarku <[email protected]> To: [email protected] Sent: Friday, December 14, 2012 5:24 AM Subject: Re: Bls: [saham] Saham UNVR Baik Pak, thank's , rajim On 12/12/2012 11:22 PM, H4 wrote: >Bapak bisa tanya ke Care centre mandiri sekuritas ( >[email protected] ) > >Regards, >H4 >"Plan Your Trade and Trade Your Plan" > > >>________________________________ >> From: sindarku <[email protected]> >>To: [email protected] >>Sent: Friday, December 14, 2012 5:10 AM >>Subject: Re: Bls: [saham] Saham UNVR >> >> >> >>thank's for share, >>btw apakah semua nasabah mendapatkan berita ini? kalau iya kok saya tidak dapat ya (saya nasabah mansek solo) >> >>thanks, >>rajim >> >>On 12/12/2012 10:24 PM, H4 wrote: >> >> >>>Berikut analis dari Mansek >>> >>>Regards, >>>H4 >>>"Plan Your Trade and Trade Your Plan" >>> >>> >>> >>> >>>Squeeze out the juice >>> >>>Unilever Indonesia made a shocking announcement yesterday, raising the >>>royalty charges it pays its parent firm from 3.5% of revenue currently to a >>>maximum of 8%. This is significantly higher than the 3% median charged by >>>other foreign subsidiaries listed in Indonesia, and we cut our 2013-15F EPS >>>forecasts by 6.3%, 13.0% and 19.5% respectively. We downgrade to SELL with >>>reduced T/P of Rp19,000/share, implying 28x 2013F PER >>> >>>New royalty charges higher than the market. In our discussion with the >>>company, it mentioned the change in royalty structure is to strengten UNVR’s >>>position as the exclusive Indonesian arm of its parent company. But we are >>>doubtful. We may see this as another way to maximize return of its Indonesia >>>investment. The 8% new royalty charges is significantly higher than the 3% >>>median charged by other foreign subsidiaries listed in Indonesia. Market >>>perception may change and questioning UNVR legit premium of reputation. >>>Interestingly, Unilever Global CEO made comment on the other occasion on its >>>bearish european business outlook. >>> >>>A value dragger transaction. As we put the revision down in our calculation, >>>we cut UNVR EPS for 13F, 14F and 15F by 6.3%, 13.0% and 19.5%, respectively. >>>It suggests reduced dividend potential which has been the main attraction >>>for the company. This is even assuming the same payout ratio, the EPS will >>>be drastically reduced, so will the DPS. >>> >>>Uprising competition set backs price power. We are not optimistic on UNVR >>>pricing power that will likely limit its ability to fully pass the higher >>>charge to customers. Intensifying market competition backs our view, >>>especially noting recent aggressive moves by major competitors such as P&G >>>and Wings. P&G will have a new factory next year, while Wings has just made >>>a big comeback with a new ad blast for its new So Klin detergent, the close >>>competitor of UNVR’s main product Rinso.. >>> >>>SELL at TP Rp19,000/sh. With added concern above, higher equity risk is >>>applied in UNVR and given single digit EPS growth over the next three years, >>>a valuation de-rating is likely. We capped our PE 2013 at 28x to derive our >>>new TP for UNVR of Rp19,000/share. SELL. >>> >>> >>>Octavius Oky Prakarsa >>>+6221 5296 9547 >>>[email protected] >>>Plaza Mandiri 28th floor >>>Phone: +62 21 526 3445 >>>Fax: +62 21 527 5711 >>> >>> >>> >>> >>> >>>>________________________________ >>>> From: "[email protected]" <[email protected]> >>>>To: "[email protected]" <[email protected]> >>>>Sent: Thursday, December 13, 2012 1:20 PM >>>>Subject: Re: Bls: [saham] Saham UNVR >>>> >>>> >>>> >>>>Hwahhh saya sudah ambil unvr pada penurunan kemarin, ternyata skrng turun >>>>lg. :-( semoga lekas techreborn-nya. >>>>________________________________ >>>> >>>>From: evita lusiani <[email protected]> >>>>Sender: [email protected] >>>>Date: Thu, 13 Dec 2012 13:00:00 +0800 (SGT) >>>>To: <[email protected]> >>>>ReplyTo: [email protected] >>>>Subject: Bls: [saham] Saham UNVR >>>> >>>> >>>>UNVR stock fell in the morning after Unilever Indonesia announced change >>>>in rate of royalty to be paid to Unilever NV (parent company). The changes >>>>will be >>>>done in stages from current royalty rate of ~3.5% sales to >>>>estimated 5% sales in 2013, 6.5% sales in 2014, and 5% sales + >>>>actual recovery cost up to 3% sales in 2015 >>>> >>>>--- Pada Kam, 13/12/12, Rio Suki <[email protected]> menulis: >>>> >>>> >>>>>Dari: Rio Suki <[email protected]> >>>>>Judul: Bls: [saham] Saham UNVR >>>>>Kepada: [email protected] >>>>>Tanggal: Kamis, 13 Desember, 2012, 6:08 AM >>>>> >>>>> >>>>> >>>>>Unvr setiap 6 bulan bikin candle yg panjang banget. Misal jan12, june 12, >>>>>and sekarang. Memang gayanya >>>>> >>>>>Salam >>>>> >>>>> >>>>> >>>>>________________________________ >>>>> From: [email protected] <[email protected]>; >>>>>To: [email protected] <[email protected]>; >>>>>Subject: [saham] Saham UNVR >>>>>Sent: Wed, Dec 12, 2012 4:22:12 PM >>>>> >>>>> >>>>> >>>>>Dear sahabat-sahabat kira-kira ada apa yah dengan saham UNVR hari ini? >>>>>Mohon info dan ulasannya. Dilihat dari chartnya jarang sekali UNVR turun >>>>>segitu dalam. >>>>> >>>>> >>>> >>>> >> >> >>
