RE: [ob] BUMI Result H1/2009 --TERRIBLE

2009-10-01 Terurut Topik Prasetyo, Hani
Kebanyakan janji euy... janji2 tinggal mimpi... hehehe kok jadi kayak
syair lagu betharia "soneta" aje...

 

 



From: obrolan-bandar@yahoogroups.com
[mailto:obrolan-ban...@yahoogroups.com] On Behalf Of Peter Alimin
Sent: Thursday, October 01, 2009 2:42 PM
To: OB
Subject: RE: [ob] BUMI Result H1/2009 --TERRIBLE

 

  

sbnrnya gini ya..
urun pendapat aja..
Laba operasional masih growth, laba bersih turun karena:
1. beban bunga membesar--tapi bisa ditoleransi dengan janji manajemen
bahwa pinjaman CIC untuk menaikkan kapasitas produksi
2. beban pajak

TAPI lihat headline2 newsnya BUMI
BUMI: Jaminkan Saham KPC&Arutmin, Laba Bersih 1H09 -16,5% yoy 

, bandar sepertinya ga ada niat buat ngangkat dulu..



To: obrolan-bandar@yahoogroups.com
From: hani.prase...@sc.com
Date: Thu, 1 Oct 2009 14:14:02 +0700
Subject: RE: [ob] BUMI Result H1/2009 --TERRIBLE

  


Karungnya masih bnyk ya Jend?

-Original Message-
From: obrolan-bandar@yahoogroups.com
<mailto:obrolan-bandar@yahoogroups.com>
[mailto:obrolan-bandar@yahoogroups.com
<mailto:obrolan-bandar@yahoogroups.com> ] On Behalf Of Peter Alimin 
Sent: Thursday, October 01, 2009 2:08 PM
To: OB 
Subject: Re: [ob] BUMI Result H1/2009 --TERRIBLE

Udah ah..komo emg payah..
Oil dah sampe break 70 dia ga gerak..
Mendingan saham2 og aja
Sent from my BlackBerry(r)
powered by Sinyal Kuat INDOSAT

-Original Message-
From: remindme_bos mailto:abradaka...@yahoo.com>
>
Date: Thu, 1 Oct 2009 06:45:42 
To: mailto:obrolan-bandar@yahoogroups.com> >
Subject: Re: [ob] BUMI Result H1/2009 --TERRIBLE

  



--- In obrolan-bandar@yahoogroups.com
<mailto:obrolan-bandar@yahoogroups.com>
<mailto:obrolan-bandar%40yahoogroups.com> , "remindme_bos"
 wrote:
>
> Mbah, Bumi kegedean Bid, FM n retail ragu2 (takut) hajar kanan?!
> Gimana nih mbah?
>

Sepetinya lagi nunggu sesuatu, ada apa ya?








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RE: [ob] BUMI Result H1/2009 --TERRIBLE

2009-10-01 Terurut Topik Peter Alimin

sbnrnya gini ya..
urun pendapat aja..
Laba operasional masih growth, laba bersih turun karena:
1. beban bunga membesar--tapi bisa ditoleransi dengan janji manajemen bahwa 
pinjaman CIC untuk menaikkan kapasitas produksi
2. beban pajak

TAPI lihat headline2 newsnya BUMI
BUMI: Jaminkan Saham KPC&Arutmin, Laba Bersih 1H09 -16,5% yoy




, bandar sepertinya ga ada niat buat ngangkat dulu..
To: obrolan-bandar@yahoogroups.com
From: hani.prase...@sc.com
Date: Thu, 1 Oct 2009 14:14:02 +0700
Subject: RE: [ob] BUMI Result H1/2009 --TERRIBLE















 





  

Karungnya masih bnyk ya Jend?



-Original Message-

From: obrolan-bandar@yahoogroups.com [mailto:obrolan-ban...@yahoogroups.com] On 
Behalf Of Peter Alimin 

Sent: Thursday, October 01, 2009 2:08 PM

To: OB 

Subject: Re: [ob] BUMI Result H1/2009 --TERRIBLE



Udah ah..komo emg payah..

Oil dah sampe break 70 dia ga gerak..

Mendingan saham2 og aja

Sent from my BlackBerry®

powered by Sinyal Kuat INDOSAT



-Original Message-

From: remindme_bos 

Date: Thu, 1 Oct 2009 06:45:42 

To: 

Subject: Re: [ob] BUMI Result H1/2009 --TERRIBLE



  

 

 

 

--- In obrolan-bandar@yahoogroups.com <mailto:obrolan-bandar%40yahoogroups.com> 
, "remindme_bos"  wrote:

 >

 > Mbah, Bumi kegedean Bid, FM n retail ragu2 (takut) hajar kanan?!

 > Gimana nih mbah?

 >

 

 Sepetinya lagi nunggu sesuatu, ada apa ya?

 

  







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RE: [ob] BUMI Result H1/2009 --TERRIBLE

2009-10-01 Terurut Topik Prasetyo, Hani

Karungnya masih bnyk ya Jend?


-Original Message-
From: obrolan-bandar@yahoogroups.com [mailto:obrolan-ban...@yahoogroups.com] On 
Behalf Of Peter Alimin 
Sent: Thursday, October 01, 2009 2:08 PM
To: OB 
Subject: Re: [ob] BUMI Result H1/2009 --TERRIBLE

Udah ah..komo emg payah..
Oil dah sampe break 70 dia ga gerak..
Mendingan saham2 og aja
Sent from my BlackBerry®
powered by Sinyal Kuat INDOSAT

-Original Message-
From: remindme_bos 
Date: Thu, 1 Oct 2009 06:45:42 
To: 
Subject: Re: [ob] BUMI Result H1/2009 --TERRIBLE

  
 
 
 
--- In obrolan-bandar@yahoogroups.com <mailto:obrolan-bandar%40yahoogroups.com> 
, "remindme_bos"  wrote:
 >
 > Mbah, Bumi kegedean Bid, FM n retail ragu2 (takut) hajar kanan?!
 > Gimana nih mbah?
 >
 
 Sepetinya lagi nunggu sesuatu, ada apa ya?
 
  





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+ + + + +
Mohon saat meREPLY posting, text dari posting lama dihapus 
kecuali diperlukan agar CONTEXTnya jelas.
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+ +Yahoo! Groups Links



This email and any attachments are confidential and may also be privileged.  If 
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received in error, notify the sender immediately and delete this email and any 
attachments from your system.  Emails cannot be guaranteed to be secure or 
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lost, delayed, incomplete or amended.  Standard Chartered PLC and its 
subsidiaries do not accept liability for damage caused by this email or any 
attachments and may monitor email traffic.

 

Standard Chartered PLC is incorporated in England with limited liability under 
company number 966425 and has its registered office at 1 Aldermanbury Square, 
London, EC2V 7SB.

 

Standard Chartered Bank ("SCB") is incorporated in England with limited 
liability by Royal Charter 1853, under reference ZC18.  The Principal Office of 
SCB is situated in England at 1 Aldermanbury Square, London EC2V 7SB. In the 
United Kingdom, SCB is authorised and regulated by the Financial Services 
Authority under FSA register number 114276.

 

If you are receiving this email from SCB outside the UK, please click 
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Re: [ob] BUMI Result H1/2009 --TERRIBLE

2009-10-01 Terurut Topik Peter Alimin
Udah ah..komo emg payah..
Oil dah sampe break 70 dia ga gerak..
Mendingan saham2 og aja
Sent from my BlackBerry®
powered by Sinyal Kuat INDOSAT

-Original Message-
From: remindme_bos 
Date: Thu, 1 Oct 2009 06:45:42 
To: 
Subject: Re: [ob] BUMI Result H1/2009 --TERRIBLE

  
 
 
 
--- In obrolan-bandar@yahoogroups.com <mailto:obrolan-bandar%40yahoogroups.com> 
, "remindme_bos"  wrote:
 >
 > Mbah, Bumi kegedean Bid, FM n retail ragu2 (takut) hajar kanan?!
 > Gimana nih mbah?
 >
 
 Sepetinya lagi nunggu sesuatu, ada apa ya?
 
  





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Re: [ob] BUMI Result H1/2009 --TERRIBLE

2009-09-30 Terurut Topik remindme_bos
--- In obrolan-bandar@yahoogroups.com, "remindme_bos"  wrote:
>
> Mbah, Bumi kegedean Bid, FM n retail ragu2 (takut) hajar kanan?!
> Gimana nih mbah?
>

Sepetinya lagi nunggu sesuatu, ada apa ya?



Re: [ob] BUMI Result H1/2009 --TERRIBLE

2009-09-30 Terurut Topik remindme_bos
Mbah, Bumi kegedean Bid, FM n retail ragu2 (takut) hajar kanan?!
Gimana nih mbah?



Re: [ob] BUMI Result H1/2009 --TERRIBLE

2009-09-30 Terurut Topik D0N Qicot
2250 hasil itungan mas Bagus apakah masih valid..?

target bozz arto9 ke 2250 juga belum kesampean tuch

 








regards,


DonQicot
DEWA gowes ke GoCeng !!





From: Bill Jone 
To: obrolan-bandar@yahoogroups.com
Sent: Thursday, October 1, 2009 11:11:46 AM
Subject: Re: [ob] BUMI Result H1/2009 --TERRIBLE

  
Ditunggu banget nih..., nyangkut di 3150 :D


cheers//





2009/10/1 kang_ocoy_maen_ saham 

>
>
>
>
>
>
>
>
>
>
>  >
>> 
>msh under-review bos...
>
>>--- In obrolan-bandar@ yahoogroups. com, Tom DS  wrote:
>>>
>>> *Trully, I haven't receive the report, but from embah's data, I could say it
>
>>> was terrible..*
>>> **
>>> *Far away from management's expectation in the beginning of year. Unless in
>>> 3rd & 4th quarter they could come up with way up better than expected. From
>>> 1stH view, this was approx 80% from expectation. Moreover the burden
>>> increased in Q3 due to CIC investment.*
>>> *I need to see more on the cashflow. What I can tell is terrible (at a
>>> glance) from earning perspective which impacted to balance sheet.*
>>> **
>>> *Kang bagus please review. I'll prepare some adjsutment from my earlier post
>>> on BUMI's Fundamental (include its trading multiples regression). *
>>> **
>>> **
>>> *T.o.m*
>>> 
>>> 
>
>>> On 9/30/09, jsx_consultant  wrote:
>>> >
>>> >
>>> >
>>> > BUMI Result H1/2009
>>> > - http://www.investda ta.net/QWBUMI. TXT
>>> >
>>> > Comparison to other coal companies:
>>> > - http://www.investda ta.net/QZ92COAA. TXT
>>> >
>>> > 
>>> >
>>>
>
>

   


  

Re: [ob] BUMI Result H1/2009 --TERRIBLE

2009-09-30 Terurut Topik Bill Jone
Ditunggu banget nih..., nyangkut di 3150 :D

cheers//




2009/10/1 kang_ocoy_maen_saham 

>
>
> msh under-review bos...
>
> --- In obrolan-bandar@yahoogroups.com ,
> Tom DS  wrote:
> >
> > *Trully, I haven't receive the report, but from embah's data, I could say
> it
>
> > was terrible..*
> > **
> > *Far away from management's expectation in the beginning of year. Unless
> in
> > 3rd & 4th quarter they could come up with way up better than expected.
> From
> > 1stH view, this was approx 80% from expectation. Moreover the burden
> > increased in Q3 due to CIC investment.*
> > *I need to see more on the cashflow. What I can tell is terrible (at a
> > glance) from earning perspective which impacted to balance sheet.*
> > **
> > *Kang bagus please review. I'll prepare some adjsutment from my earlier
> post
> > on BUMI's Fundamental (include its trading multiples regression).*
> > **
> > **
> > *T.o.m*
> >
> >
> > On 9/30/09, jsx_consultant  wrote:
> > >
> > >
> > >
> > > BUMI Result H1/2009
> > > - http://www.investdata.net/QWBUMI.TXT
> > >
> > > Comparison to other coal companies:
> > > - http://www.investdata.net/QZ92COAA.TXT
> > >
> > >
> > >
> >
>
>  
>


Re: [ob] BUMI Result H1/2009 --TERRIBLE

2009-09-30 Terurut Topik kang_ocoy_maen_saham
msh under-review bos...

--- In obrolan-bandar@yahoogroups.com, Tom DS  wrote:
>
> *Trully, I haven't receive the report, but from embah's data, I could say it
> was terrible..*
> **
> *Far away from management's expectation in the beginning of year. Unless in
> 3rd & 4th quarter they could come up with way up better than expected. From
> 1stH view, this was approx 80% from expectation. Moreover the burden
> increased in Q3 due to CIC investment.*
> *I need to see more on the cashflow. What I can tell is terrible (at a
> glance) from earning perspective which impacted to balance sheet.*
> **
> *Kang bagus please review. I'll prepare some adjsutment from my earlier post
> on BUMI's Fundamental (include its trading multiples regression).*
> **
> **
> *T.o.m*
> 
> 
> On 9/30/09, jsx_consultant  wrote:
> >
> >
> >
> > BUMI Result H1/2009
> > - http://www.investdata.net/QWBUMI.TXT
> >
> > Comparison to other coal companies:
> > - http://www.investdata.net/QZ92COAA.TXT
> >
> > 
> >
>




Re: [ob] BUMI Result H1/2009 --TERRIBLE

2009-09-30 Terurut Topik mitohobu lkastneynnu
buy on rumorsBUY!!!





From: Melisa Lais 
To: obrolan-bandar@yahoogroups.com
Sent: Thursday, October 1, 2009 7:23:24 AM
Subject: Re: [ob] BUMI Result H1/2009 --TERRIBLE

  
Profit margin semakin mengecil, this is very bad signal.


2009/10/1 Tom DS 

  
>Trully, I haven't receive the report, but from embah's data, I could say it 
>was terrible..
> 
>Far away from management's expectation in the beginning of year. Unless in 3rd 
>& 4th quarter they could come up with way up better than expected. From 1stH 
>view, this was approx 80% from expectation. Moreover the burden increased in 
>Q3 due to CIC investment.
>I need to see more on the cashflow. What I can tell is terrible (at a glance) 
>from earning perspective which impacted to balance sheet.
> 
>Kang bagus please review. I'll prepare some adjsutment from my earlier post on 
>BUMI's Fundamental (include its trading multiples regression).
> 
> 
>T.o.m
>
> 
>On 9/30/09, jsx_consultant  wrote: 
>  
>>BUMI Result H1/2009 
>>- http://www.investda ta.net/QWBUMI. TXT
>>
>>Comparison to other coal companies:
>>- http://www.investda ta.net/QZ92COAA. TXT
>>
>>
>




  

Re: [ob] BUMI Result H1/2009 --TERRIBLE

2009-09-30 Terurut Topik Melisa Lais
Profit margin semakin mengecil, *this is very bad signal.*

2009/10/1 Tom DS 

>
>
> *Trully, I haven't receive the report, but from embah's data, I could say
> it was terrible..*
> **
> *Far away from management's expectation in the beginning of year. Unless
> in 3rd & 4th quarter they could come up with way up better than expected.
> From 1stH view, this was approx 80% from expectation. Moreover the burden
> increased in Q3 due to CIC investment.*
> *I need to see more on the cashflow. What I can tell is terrible (at a
> glance) from earning perspective which impacted to balance sheet.*
> **
> *Kang bagus please review. I'll prepare some adjsutment from my earlier
> post on BUMI's Fundamental (include its trading multiples regression).*
> **
> **
> *T.o.m*
>
>
> On 9/30/09, jsx_consultant  wrote:
>>
>>
>>
>> BUMI Result H1/2009
>> - http://www.investdata.net/QWBUMI.TXT
>>
>> Comparison to other coal companies:
>> - http://www.investdata.net/QZ92COAA.TXT
>>
>>
>  
>


Re: [ob] BUMI Result H1/2009 --TERRIBLE

2009-09-30 Terurut Topik Tom DS
*Trully, I haven't receive the report, but from embah's data, I could say it
was terrible..*
**
*Far away from management's expectation in the beginning of year. Unless in
3rd & 4th quarter they could come up with way up better than expected. From
1stH view, this was approx 80% from expectation. Moreover the burden
increased in Q3 due to CIC investment.*
*I need to see more on the cashflow. What I can tell is terrible (at a
glance) from earning perspective which impacted to balance sheet.*
**
*Kang bagus please review. I'll prepare some adjsutment from my earlier post
on BUMI's Fundamental (include its trading multiples regression).*
**
**
*T.o.m*


On 9/30/09, jsx_consultant  wrote:
>
>
>
> BUMI Result H1/2009
> - http://www.investdata.net/QWBUMI.TXT
>
> Comparison to other coal companies:
> - http://www.investdata.net/QZ92COAA.TXT
>
> 
>