RE: [obrolan-bandar] Re: IHSG 2008 Diprediksi Hanya Tumbuh 15-17%

[I Wayan Satia Jaya]

menarik sekali membaca ulasan kang ocoy  
 
tapi kang, kalau melihat gelagat inflasi yang tahun ini bisa mencapai lebih 
dari 6%, sementara ekspektasi gdp growth gak lebih dari 6,5%, kok rasa-rasanya 
ekspektasi growth ihsg yg cuma 15%-17% menjadi tidak terlalu menarik untuk 
mengkompensasi "serangan jantung" para investor. 
 
jangan-jangan kita harus lebih pesimis dari yang seharusnya kang... let say we 
have to expect more steep declining in our market so that there will be more 
attractive upside for bargain hunters. 
 
btw, kang, atau anybody here, ada hitung-hitungan atau skenario gak untuk 
rencana bnbr melakukan akuisisi internal? ini oom bakrie makin canggih aja 
kelihatannya...
 
nuhun kang...
 
 
 



From: obrolan-bandar@yahoogroups.com on behalf of kang_ocoy_maen_saham
Sent: Tue 1/15/2008 10:05 PM
To: obrolan-bandar@yahoogroups.com
Subject: [obrolan-bandar] Re: IHSG 2008 Diprediksi Hanya Tumbuh 15-17%



jujur yah... harusnya masih ada potensi di 2008 buat si karya2 ini...

tp bapak saya yg kebetulan kerja di konstruksi dan kebetulan salah
satu dari si "karya-karya" itu bilang "jangan terlalu percaya ma
proyeksi dan sajian keuangan si karya2 itu", sekarang net margin makin
tipis, bahan baku naek gila2an, pungutan liar makin edaannn, en
proyek2 infrastruktur baru pada ngemengnya doank... 

hahahahahaha...

mungkin liat implementasi dulu aja kali yah pak.. secara teoritis dan
hipotesa sih harusnya si karya2 ini punya potensi lumayan karena yg
jadi growth driver mereka sentimennya dalam negri aja... tunggu
koreksi aja kali lebih sip pak.. implementasi infrastrukturnya masih
jelek banget soalnya... sementara jatah premannya udah dimana2...

--- In obrolan-bandar@yahoogroups.com  
, jko <[EMAIL PROTECTED]> wrote:
>
> kang ocoy, boleh tanya, misal apbn 2008 bener2 dijalankan sepenuhnya
untuk
> proyek2 infrastructure.. apa perusahaan2 "Karya-Karya" bisa kebagian
jatah
> lebih?? menurut kang ocoy, apa bumn seperti adhi dan wika sudah
fully valued
> sekarang ini? thx a lot..
> 
> jko-
> 
> 
> 
> 
> 
> 
> > now should the rating go declining to the "sane / normal" level of
> > 18... and the EPS Growth rate of average firm on the market can reach
> > the minimum target of 20-25%... than the market estimate value by end
> > of the year is somewhere between 3037 - 3150...
> >
> > harusnya pemerintah bisa fokus sama proyek2 infrastruktur yg bisa
> > libatin banyak tenaga kerja dan kalo bisa di daerah2 yg aksesnya
> > memang belum banyak kebuka... krn bisa jadi growth driver en minimal
> > keeping everything under manage bahkan jika ekonomi dunia melambat
> > 
> >
>



 

Re: Bls: [obrolan-bandar] inco

[I Wayan Satia Jaya]

pak, 23 november itu recording date, jadi terakhir bapak bisa beli untuk dapat 
deviden adalah besok, tanggal 20 november. good luck, pak.



  - Original Message - 
  From: David Kurniawan 
  To: obrolan-bandar@yahoogroups.com 
  Sent: Monday, November 19, 2007 4:32 PM
  Subject: Bls: Bls: [obrolan-bandar] inco



  dari yang saya baca, saya menyimpulkan sampai tgl 23, tidak tahu apa saya 
salah menyimpulkan. tapi saya lampirkan file yang saya baca, tgl berapakah yang 
benar. 



  - Pesan Asli 
  Dari: DAMERIAUS DAMERIAUS <[EMAIL PROTECTED]>
  Kepada: obrolan-bandar@yahoogroups.com
  Terkirim: Senin, 19 November, 2007 2:48:20
  Topik: RE: Bls: [obrolan-bandar] inco

  maaf maksudnya tanggal 20/11/2007 kali ya,krn tgl 23 sudah masa 
  pencatatan deviden


  >From: David Kurniawan <[EMAIL PROTECTED]>
  >Reply-To: obrolan-bandar@yahoogroups.com
  >To: obrolan-bandar@yahoogroups.com
  >Subject: Bls: [obrolan-bandar] inco
  >Date: Sun, 18 Nov 2007 02:47:40 -0800 (PST)
  >
  >inco akan bagi deviden sebesar $0,9787 per saham pada tgl 7 desember 2007 
  >dan yang berhak mendapat deviden adalah yang masih memegang saham inco 
  >sampai pada tgl 23 november.
  >
  >
  >- Pesan Asli 
  >Dari: Aiko DeAndre <[EMAIL PROTECTED]>
  >Kepada: obrolan-bandar@yahoogroups.com
  >Terkirim: Minggu, 18 November, 2007 7:18:49
  >Topik: [obrolan-bandar] inco
  >
  >
  >ada info kapan inco mau bagi2 deviden ? cum date ?
  >
  >thx
  >
  >
  >
  >Get easy, one-click access to your favorites. Make Yahoo! your homepage.
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  >Bergabunglah dengan orang-orang yang berwawasan, di di bidang Anda! 
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  + + + + +
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Answers

   

Re: [obrolan-bandar] Re: Today's Sliding Down

[I Wayan Satia Jaya]

Sepertinya "Dumping Season" has just begun, Mbah



  - Original Message - 
  From: jsx_consultant 
  To: obrolan-bandar@yahoogroups.com 
  Sent: Friday, November 16, 2007 6:22 PM
  Subject: [obrolan-bandar] Re: Today's Sliding Down


  --- In obrolan-bandar@yahoogroups.com, "Brahma Kumbara" 
  <[EMAIL PROTECTED]> wrote:
  >
  > 
  > Why JCI dropped?
  > 
  > Foreign N.S. = 388,662,120,204.
  > 

  Bukannya drop karena:
  - Harga emas, logam dan commodity lainnya dalam US$ jatuh.
  - Grafik harga comodity termasuk emas membentuk TOPI, jadi 
  agak memprihatinkan.
  - Rupiah melemah
  - Index regional minus.
  - Mungkin juga karena udah kecapean naek mau Week End an dulu.

  Meskipun asing engga jualan, seharusnya IHSG jatuh...

  > Simple.
  > 
  > Peace
  >



   

Re: [obrolan-bandar] tanya penipuan di PW

[I Wayan Satia Jaya]

Pagi2 mereka ada crossing di 25, Pak.



  - Original Message - 
  From: barict sulistyo 
  To: obrolan-bandar@yahoogroups.com 
  Sent: Monday, March 26, 2007 2:56 PM
  Subject: Re: [obrolan-bandar] tanya penipuan di PW


  hari ini s/d jam 14.44 wib pw beli cnko 18000 lot di harga 37 kok average 
pricenya 27 ?padahal harga terendah harian 32. mohon 
pencerahan..


  . 
   

Re: [obrolan-bandar] .Re: TINS - makin rawan profit taking

[I Wayan Satia Jaya]

Santai aja boss
Keep up the good work!



  - Original Message - 
  From: oentoeng_q 
  To: obrolan-bandar@yahoogroups.com 
  Sent: Tuesday, February 20, 2007 6:28 PM
  Subject: [obrolan-bandar] .Re: TINS - makin rawan profit taking


  Benar P. sudes...
  Kalau salah kita mending diem
  Kalau bener yah bersyukur wong cuman "kebetulan", karena hikmat dari 
  Yang di Atas...

  Yang jelas saya SANGAT MENYADARI tidak akan lepas dari BANYAK 
  kesalahan.
  Dalam kesempatan ini saya juga mohon maaf terhadap analis ybs 
  sekalian sekuritasnya (berkaitan dg TINS) karena posting saya 
  menjadi bulan2an dari byk orang. Itu jauh dari yg saya harapkan...

  Juga kepada teman2 yg lain atas analisa dan komentar saya yg salah 
  selama ini.
  Memang meng-analisa PASAR itu SANGAT SULIT.
  Makanya kita semua butuh IKHTIAR dan DOA di samping KEBERUNTUNGAN.

  Regards

  --- In obrolan-bandar@yahoogroups.com, "Sudeswanto" 
  <[EMAIL PROTECTED]> wrote:
  >
  > sama, mendingan kita diem aja yah? ^^ hehehehe
  > 
  > -Original Message-
  > From: Santo Vibby [mailto:[EMAIL PROTECTED]
  > Sent: 20 Februari 2007 16:13
  > To: obrolan-bandar@yahoogroups.com
  > Subject: Re: [obrolan-bandar] TINS - makin rawan profit taking
  > 
  > 
  > 
  > Hanya gunakan support dan resistance koq.. saya males kirim 
  chartnya...
  > publiknya serem.. bener diomelin, salah apalagi..
  > 
  > sekelas OD aja sbg analis di suruh tahu malu hehehehhe pdhl OD 
  tidak minta
  > apa2 dari pembacanya..
  > 
  > SV
  > www.j-club.biz
  > 
  > 
  > 
  > - Original Message -
  > From: James Arifin
  > To: obrolan-bandar@yahoogroups.com
  > Sent: Tuesday, February 20, 2007 3:57 PM
  > Subject: Re: [obrolan-bandar] TINS - makin rawan profit taking
  > 
  > 
  > 
  > saya sih jujur ajah .. kalau Vibby saya dengar analisanya top 
  habis ...
  > sayang kalau statementnya nggak didukung ama chart ... baru proven 
  deh.
  > Memangnya pakai teori TA apa
  > 
  > On 2/20/07, Santo Vibby <[EMAIL PROTECTED]> wrote:
  > 
  > Weleh, di chart saya gerakan TINS perfectly TA koq... TA 
  yang simple
  > pula..
  > 
  > 
  > 
  > - Original Message -
  > From: James Arifin
  > To: obrolan-bandar@yahoogroups.com
  > Sent: Tuesday, February 20, 2007 3:42 PM
  > Subject: Re: [obrolan-bandar] TINS - makin rawan profit 
  taking
  > 
  > 
  > 
  > saya nggak bisa analis lagi ... sudah nggak masuk pakai 
  teori TA,
  > tapi ada satu teori yang masuk tapi juga nggak sesuai dengan 
  teorinya.
  > 
  > 
  > On 2/20/07, rwn.ilkom <[EMAIL PROTECTED] > wrote:
  > Hello James,
  > 
  > Tuesday, February 20, 2007, 3:19:52 PM, you wrote:
  > 
  > jadi analisa TINS gimana?
  > 
  > 
  > 
  > 
  > > edun ... hari ini TINS naik lagi ... kenaikannya makin
  > > mengkhawatirkan karena indikator menunjukkan 
  divergensi. Selain
  > itu
  > > dua gap yang dibuat beberapa waktu lalu di 5900 dan 
  sekitar 8100
  > > masih menganga.
  > 
  > >
  > 
  > >
  > 
  > 
  > 
  > 
  > --
  > Best regards,
  > rwn.ilkom mailto:[EMAIL PROTECTED]
  > 
  > 
  > 
  > 
  > Yahoo! Groups Links
  > 
  > 
  > 
  > 
  > 
  > 
  > 
  > 
  > 
  > 
  > 
  > __ NOD32 2071 (20070220) Information __
  > 
  > This message was checked by NOD32 antivirus system.
  > http://www.eset.com
  > 
  > 
  > 
  > 
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  > 
  > 
  > __ NOD32 2071 (20070220) Information __
  > 
  > This message was checked by NOD32 antivirus system.
  > http://www.eset.com
  >



   

Re: [obrolan-bandar] Mobile-8

[I Wayan Satia Jaya]

 Interested Pak Halim? You can contact me for subscription. 
Thanks a lot.
 
1.  
Summary of the Offer
 

  
  

  Size

  Up to 3,900,000,000 
  shares
   
  

  Use of 
  Proceed

  · 
  At least 57.0% to purchase 
  network equipment to expand Mobile-8’s network in Java, Bali, Lombok, 
  Sumatera, Kalimantan and Sulawesi; and 
  · 
  Up to 43% for working capital 
  and other general corporate purposes.
   
  

  Dividend 
  Policy

  At least 20% of net profit 
  for each financial year subject to financial performance and financial 
  position, the elimination of our retained earnings deficit and the 
  approval of a general meeting of 
  shareholders.
 
2.  
Estimated Offering 
Schedule
 

  
  

  Pre-marketing 
  Period

  :

  9 – 17 Oktober 
  2006
  

  Bookbuilding Period/ 
  Roadshow 

  :

  18 Oktober – 
  7 November 
  2006
  

  Offering/ Payment 
  Period 

  :

  22 – 24 November 
  2006
  

  Allotment

  :

  28 November 
  2006
  

  Refund

  :

  29 November 
  2006
  

  Share 
  Distribution

  :

  29 November 
  2006
  

  Listing in JSX and 
  SSX

  :

  30 November 
  2006
 

  3.  
   Investment Summary
   
   
  
  
  Who is 
  Mobile 
  8
  
  ·    
  Fourth largest and the only CDMA 
  based nationwide cellular operator in the 800 MHZ frequency with estimated 
  market share of  4.5% in Java  and 2.5% 
  nationwide.
  
  ·    
  Owned by PT Bimantara Citra Tbk 
  (BMTR IJ), one of the leading multimedia and broadcasting groups in 
  Indonesia (75.9%) and two strategic 
  investors   Qualcomm Inc (6.5%) and PT KTF Indonesia 
  (2.5%).
  
  ·    
  Current network of 436 BTS covers 
  circa 70% of Java’s population.
  
   
  
  Growth Strategy 
  & strength 
  
  ·    
  Expand coverage in Java and 
  outside Java : 70% in Java today and targeting more than 80% nationwide by 
  2010
  
  ·    
  Capture market share and enhance 
  ARPU by providing : good coverage, service quality and innovative 
  products/services at attractive tariffs.
  
  ·    
  Extract synergies with Media 
  Nusantara Citra, an affiliated company and the largest media group in 
  Indonesia.
  
  ·    
  Lower capital expenditure and 
  network operating expense with 800 Mhz frequency.
  
  ·    
  CDMA 2000-1x offer more than 2 
  times the capacity over GSM in the same operating environment.
  
   
  
  Financial and 
  Operational Performance
  
  ·    
  EBITDA positive in less than 1.5 
  years since commercial operations
  
  ·    
  Achieved 1mm subscribers in less 
  than 2.5 years.
  
  ·    
  Existing Java network has the 
  capacity to support 2.2mn subscribers
  
   
  
  IPO 
  proceed
  
  Mobile 8 plans to raise US$ 
  70mn through IPO. The proceeds will be used for 
  :
  
  ·    
  Purchase network equipment. 
  Expansion will be concentrated in North Sumatra, West and East Kalimantan.
  
  ·    
  Billing System. To support 
  implementation of regional tariff 
  system.
  
   
  
   
  
  The Industry 
  
  
  ·    
  Indonesia has low 
  penetration ratio of 20% compared to other countries in the region, especially 
  against Philippines with similar GDP per 
  capita.
  
  ·Regional 
  tariff comparisons, Indonesia is more expensive than 
  Thailand, 
  China and 
  India but cheaper 
  than Pilippines and Malaysia.
  
  ·    
  GSM based technology is dominating 
  the world, but there is significant pick up in CDMA based due to some 
  technology advantage over the GSM platform.
  
  ·    
  EBITDA margin is significant 
  higher than other regional players. Therefore, ample of room for tariff 
  decline.
  
   
  
  The 
  Market
  
  ·    
  More than 90% of the market is 
  prepaid subscriber due to 
  lesser administration process and more control over expenses. Distribution on 
  starter pack and reload voucher reaches up to the small 
  retailers.
  
  ·    GSM 
  player: Telkomsel, Indosat and 
  Excelkomindo
  
  ·CDMA player: Telkom, 
  Indosat, Mobile-8, Bakrie Telekom
  
  ·    
  Telkomsel is leading the market 
  out of eight operators (combined cellular and fixed wireless) in 
  Indonesia. Telkomsel has the 
  largest network.
  
  
  
  

  - Original Message - 
  From: 
  T Halim 

  To: obrolan-bandar@yahoogroups.com 
  
  Sent: Monday, October 16, 2006 1:52 
  PM
  Subject: [obrolan-bandar] Mobile-8
  Ada input ttg prospect saham yg mau IPO 
  ini? Harga kabarnya antara 230 ~ 295..Grup Bimantara ya 
  masih?th

---
PRIVILEGED A