Re: [obrolan-bandar] Re: PTBA TP Rp 11.200 by DANAREKSA
soon enough 2, long 3, buy 1 highwaystar91 [EMAIL PROTECTED] wrote: Hehehe...ada yg bilang 6100, ada yg bilang 8200, ada yg bilang 11000...bingung deh, masing2 punya argumen sendiri. Kita mau ikut yg mana nih? :) --- In obrolan-bandar@yahoogroups.com, Wandy Wiratman [EMAIL PROTECTED] wrote: From: Danareksa Equity Research Sent: Tuesday, June 19, 2007 9:51 AM Subject: Insight : Tambang Batubara Bukit Asam (PTBA IJ, Rp6,700, BUY) : Re-rating of a distressed asset Tambang Batubara Bukit Asam Re-rating of a distressed asset Light at the end of the tunnel? The government's strong pressure on both PTBA and PTKA (the railway company) will likely end PTBA's railway problems. We expect total sales volume to increase from 10.5mn in 2007 tons to 26.6mn tons in 2011 (26% CAGR). We believe that we are not aggressive in our new volume assumptions. FY08-09 earnings upgrades We upgrade our FY08-09 earnings forecasts by 17-44% on the back of higher volume and export price assumptions. We also increase our long-term export price on the back of strong coal market dynamics. The reserves have to be revalued PTBA is now trading a very deep discount (80%) in terms of EV/reserves to BUMI. With the railway problems now likely to be resolved faster than expected, we believe the huge discount is no longer justified, providing room for the market to revalue the reserves at a higher valuation. A distressed asset, BUY with a new TP of Rp11,200 PTBA can, in our view, be considered a distressed asset - and a potential MA target if the government is willing to divest. Our new target price of Rp11,200 is derived from an SOTP of the non-lignite reserves (based on EV/adjusted reserves US$4.5/ton) and the power projects (based on DCF), and offering 67% upside. BUY. -- 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. - Luggage? GPS? Comic books? Check out fitting gifts for grads at Yahoo! Search.
Re: [obrolan-bandar] MTDL
none of them is true budi suryono [EMAIL PROTECTED] wrote: rumor jalanan sih dibeli TMPI, sebagaimana rumor lain selalu ada buntutnya Jangan bilang siapa-siapa Heryadi [EMAIL PROTECTED] wrote: Ada yang tau kanapa MTDL naek banyak selama 2 hari berturut-turut? sama auto reject.Katanya mo di ambil sama IBM? - Choose the right car based on your needs. Check out Yahoo! Autos new Car Finder tool. - Be a better Globetrotter. Get better travel answers from someone who knows. Yahoo! Answers - Check it out.
Re: [obrolan-bandar] Re: Trimegah - ANTM - INCO - TINS - PTBA
collect antm now collect ptba bow hold inco do what ever u want with tins for the moment Johand Dimalouw [EMAIL PROTECTED] wrote: Saya kira itu tindakan sangat sehat dari LG atau siapa saja, sesuai RUMUS/HUKUM KESIMBANGAN JUAL-BELI. Setiap transaksi itu selalu seimbang antara dana yang keluar dari Kas Pembeli dan dana yang masuk ke Kas Penjual. Bagaimana mungkin LG beli kalau tidak ada yang jual? Salam JD 07 [EMAIL PROTECTED] wrote: LG recommend sell ANTM , tapi LG sendiri pembeli terbanyak ANTM hingga saat ini. On 5/30/07, ihsg 88 [EMAIL PROTECTED] wrote: Thn 2007 LG pembeli terbesar ANTM. LG pembeli urutan no 6 di INCO. LG pembeli dan penjual urutan no 2 di PTBA LG penjual terbesar TINS. --- In obrolan-bandar@yahoogroups.com , Shamjul [EMAIL PROTECTED] wrote: Trimegah: ANTM Sell TP 11,200 INCO Sell TP 51,000 PTBA Sell TP 4,100 TINS Buy TP 15,400 -- Julian SCI#060606 - Get your own web address. Have a HUGE year through Yahoo! Small Business. - Get the Yahoo! toolbar and be alerted to new email wherever you're surfing.
Re: [obrolan-bandar] Re: Trimegah - ANTM - INCO - TINS - PTBA
hi3. maksudnya bukan kolek banyak2 trus dikeep ampe bejamur. contoh: Buy PTBA 4950 100 lot Sell PTBA 5425 100 lot Kira2 cuan 23 jut langsung 1 day trade James Arifin [EMAIL PROTECTED] wrote: kecuali siap jadi investor nyangkut di harga atas ...qiqiqiiq On 5/31/07, gambler [EMAIL PROTECTED] wrote: Inga2 mbah udah bilang jangan masuk pasar dulu. - Original Message - From: CoLa To: obrolan-bandar@yahoogroups.com Sent: Thursday, May 31, 2007 10:11 AM Subject: Re: [obrolan-bandar] Re: Trimegah - ANTM - INCO - TINS - PTBA collect antm now collect ptba bow hold inco do what ever u want with tins for the moment Johand Dimalouw [EMAIL PROTECTED] wrote: Saya kira itu tindakan sangat sehat dari LG atau siapa saja, sesuai RUMUS/HUKUM KESIMBANGAN JUAL-BELI. Setiap transaksi itu selalu seimbang antara dana yang keluar dari Kas Pembeli dan dana yang masuk ke Kas Penjual. Bagaimana mungkin LG beli kalau tidak ada yang jual? Salam JD 07 [EMAIL PROTECTED] wrote: LG recommend sell ANTM , tapi LG sendiri pembeli terbanyak ANTM hingga saat ini. On 5/30/07, ihsg 88 [EMAIL PROTECTED] wrote: Thn 2007 LG pembeli terbesar ANTM. LG pembeli urutan no 6 di INCO. LG pembeli dan penjual urutan no 2 di PTBA LG penjual terbesar TINS. --- In obrolan-bandar@yahoogroups.com , Shamjul [EMAIL PROTECTED] wrote: Trimegah: ANTM Sell TP 11,200 INCO Sell TP 51,000 PTBA Sell TP 4,100 TINS Buy TP 15,400 -- Julian SCI#060606 - Get your own web address. Have a HUGE year through Yahoo! Small Business. - Get the Yahoo! toolbar and be alerted to new email wherever you're surfing. - Yahoo! oneSearch: Finally, mobile search that gives answers, not web links.
Re: [obrolan-bandar] Re: BUY TLKM
yang mau beli tlkm, mumpung baru naek 100 buruan, kereta dah jalan Tonny [EMAIL PROTECTED] wrote: Mbah, wis nurut petuahnya mbah. udah collect dikit nih.. moga2 big boss gak kejam2 amat yo mbah.. - Original Message - From:jsx_consultant To: obrolan-bandar@yahoogroups.com Sent: Friday, May 11, 2007 11:25 AM Subject: [obrolan-bandar] Re: BUYTLKM Kalo TAKUT, jangan LIAT LAYAR atau BROKER SUMMARY !!! BELI danMATIIN LAYAR, JUAL SEMINGGU LAGI Note: - FULLY DISCLAIMER -Dari caranya maenin TLKM ini BENER BENER BOZZ ASLI BEJ, jadi semuakemungkinan BISA TERJADI... --- In obrolan-bandar@yahoogroups.com,Lee Cwan Yeuw [EMAIL PROTECTED] wrote: hi...hi.hiii Buy TLKM - Original Message From: jsx_consultant [EMAIL PROTECTED] To:obrolan-bandar@yahoogroups.com Sent: Tuesday, 8 May 2007 9:06:54 Subject: [obrolan-bandar] Re:Rekayasa TLKM dan IHSG (koreksi) Jangan cuman perhatikannama broker, mereka CUMAN ALAT !!! Perhatikan 'KOMANDO' nya: - Pada menit menit terakhir level10050 DIHAJAR oleh beberapa broker yg dipakai siBOZZ. - Tapi secepat kilat, semua OFFER GEDE dilevel10050,10100, 10150 diCABUT, INI MENUNJUKAN adanya SATUKOMANDO dibawah si BOZZ sehingga YU bisa menutup TLKM keatasdi 10200 buat DIHAJAR LAGI hari ini kelevel 9950. - No virus found in this incoming message. Checked by AVG FreeEdition. Version: 7.5.467 / Virus Database: 269.6.8/797 - Release Date:5/10/2007 5:10 PM - Sucker-punch spam with award-winning protection. Try the free Yahoo! Mail Beta.
Re: [obrolan-bandar] BRPT lagi digoreng
harga BRPT kemarin memang anjlok ke 700 bukan karena bad performance tapi karena banyak yang lepas. Jadi memang seharusnya naik kalau byk yang beli. ditambah baru rups dan hasilnya baik dan dia mau masuk ke sektor penghasil duit lainnya. Kira2 sama kaya tlkm lah, giliran Dan Severn [EMAIL PROTECTED] wrote: ada apa dgn BRPT ? lagi ada koki masak ya - Sucker-punch spam with award-winning protection. Try the free Yahoo! Mail Beta.
Re: [obrolan-bandar] WATCH BANKING SECTOR
pertama Febry Hariyannugraha [EMAIL PROTECTED] wrote: Watch naik or turun Pak ? Please advice. FH - Ahhh...imagining that irresistible new car smell? Check outnew cars at Yahoo! Autos.
[obrolan-bandar] MTDL today?
gimana perkembangan MTDL today? - Food fight? Enjoy some healthy debate in the Yahoo! Answers Food Drink QA.
[obrolan-bandar] Rals YTY 140.89%
Tuesday, 1 May 2007 11:28:36 StockWatch (Jakarta) - Retail company PT Ramayana Lestari Sentosa Tbk (RALS) booked net profit of IDR16.979 billion (IDR2 per share) in the first quarter of 2007, rising very sharply by 140.89% from IDR40.901 billion (IDR6 per share) in the first quarter of 2006. The net profit climbed up sharply on other revenues that reached IDR21.69 billion versus other expenses of IDR15.35 billion, which caused the rpe-tax profit to step up from IDR15.267 billion at IDR47.306 billion. However, the sales climbed up by only 0.91% at IDR839.314 billion from IDR831.671 billion whilst the cost of goods sold (COGS) increased from IDR622.091 billion to IDR623.450 billion and the gross profit stepped up at IDR215.864 billion from IDR209.58 billion. (abr/bud) - Ahhh...imagining that irresistible new car smell? Check outnew cars at Yahoo! Autos.
