Re: [ob] BUMI=2,000 by TODAY ??

[antonius martono salim]

Akhirnya ANTM dibalap lagi d ama BUMI, akan kah ANTM menyusulFrom: Lucky Trader To: obrolan-bandar@yahoogroups.comSent: Thursday, 7 May, 2009 15:31:22Subject: Re: [ob] BUMI=2,000 by TODAY ??









  
  BOZZ BUMI...
  JUST NEXT 3 POINTS
MAKE US PROUD OF U !!
 
 
On 5/7/09, re...@trade  wrote:





Tadi pada ngeledekin om TBum sih, jadi ngeluarin kesaktiannya tuh dia :pKapan koreksinya nih, mau reload dulu dong
Sent from TradingBerry®sponsored by Sinyal Kuat INDOSAT


From: "CUMI.JK (Buy, TP 5000)" Date: Thu, 7 May 2009 15:22:29 +0700To: 
Subject: Re: [ob] BUMI=2,000 by TODAY ??


Kita lihat, apakah bandarnya bisa sesakti itu.
Q: Cumi-cumi mempunyai delapan kaki atau delapan tangan?
On Thu, May 7, 2009 at 3:18 PM, Lucky Trader  wrote:



BUMI=2,000 by TODAY 
Any one wanna bet ?





 

  


	
	



  

[ob] IHSG nya udah break intraday support, shorters? profit taking

[antonius martono salim]

great fight nih ANTM, PGAS ayo siapa yang mau nampung


  

Re: [ob] BUMI

[antonius martono salim]

belom kali kayaknya kita bisa tunggu smp dibawah 1700 BDnya mau ngeshort dulu 
nurunin penumpang. biar pada takut.
ayo jangan takut 





From: "kokol...@yahoo.co.id" 
To: obrolan-bandar@yahoogroups.com
Sent: Thursday, 7 May, 2009 10:31:03
Subject: Re: [ob] BUMI





Jadi belum buyback antm prof?
Sent from my BlackBerry® smartphone from Sinyal Bagus XL, Nyambung Teruuusss... 
!

From:  "JsxTrader" 
Date: Thu, 7 May 2009 10:27:05 +0700
To: 
Subject: RE: [ob] BUMI

Ahh… gak berani dalem-dalem die…, belom apa-apa udh cover short…, takut diembat 
kale… hehe
 
JT
 
From:obrolan-bandar@ yahoogroups. com [mailto:obrolan- ban...@yahoogrou ps.com] 
On Behalf Of antonius martono salim
Sent: 07 Mei 2009 10:23
To: obrolan-bandar@ yahoogroups. com
Subject: Re: [ob] BUMI
 



ayo pak JT ditampung, buy back yang tadi open challenge buat SHORTERS
 


 
From:JsxTrader 
To: obrolan-bandar@ yahoogroups. com
Sent: Thursday, 7 May, 2009 10:10:57
Subject: RE: [ob] BUMI
SCALPER…, Get Ready…, pola cangcut mulai keliatan !!
 
From:obrolan-bandar@ yahoogroups. com [mailto:obrolan- ban...@yahoogrou ps.com] 
On Behalf Of JsxTrader
Sent: 07 Mei 2009 10:05
To: obrolan-bandar@ yahoogroups. com
Subject: RE: [ob] BUMI
 


Shorter jiper juga kayaknya…, tuh masih flat…, well, mari kita tantang mereka 
!! cii…  hahaha
 
JT
 
From:obrolan-bandar@ yahoogroups. com [mailto:obrolan- ban...@yahoogrou ps.com] 
On Behalf Of tora
Sent: 07 Mei 2009 10:02
To: obrolan-bandar@ yahoogroups. com
Subject: Re: [ob] BUMI
 
 
kayaknya lagi kompak wait n see
pola BB 1 menit rata-rata mirip sanca baru nelen kebo
 
ayo dong, ada yg mulai... tendang atas kek, ato short sekalian :)
bisa mati penasaran nih kalo gini terus sp jam 4, hehehe
 
- Original Message - 
From:JsxTrader
To:obrolan-bandar@ yahoogroups. com 
Sent:Thursday, May 07, 2009 9:53 AM
Subject:RE: [ob] BUMI
 
Mudah-mudahan ada cangcut lagi ni hari…, ayo shorter…, show me what you got !!
JT
From:obrolan-bandar@ yahoogroups. ..com [mailto:obrolan- ban...@yahoogrou 
ps.com] On Behalf Of re...@trade
Sent: 07 Mei 2009 9:41
To: obrolan-bandar@ yahoogroups. ..com
Subject: Re: [ob] BUMI


Terima Kasih Pak JT. Lagi mau ngetest teori Pak JT mengenai open gap nih. 
Mudah2an berhasil. Wish me luck :)
Sent from TradingBerry®
sponsored by Sinyal Kuat INDOSAT


 
From: "JsxTrader" 
Date: Thu, 7 May 2009 09:39:24 +0700
To: 
Subject: [ob] BUMI
BUMI – Open gap up tapi ngga naik.., pola candlejam 9.39 wib  eve star 
(unconfirmed)…, jangan dikejar…, wait and see !!
JT


No virus found in this incoming message.
Checked by AVG - www.avg.com
Version: 8.5.325 / Virus Database: 270.12.21/2101 - Release Date: 05/06/09 
17:58:00
 
 
No virus found in this incoming message.
Checked by AVG - www.avg.com
Version: 8.5.325 / Virus Database: 270.12.21/2101 - Release Date: 05/06/09 
17:58:00


No virus found in this incoming message.
Checked by AVG - www.avg.com
Version: 8.5.325 / Virus Database: 270.12.21/2101 - Release Date: 05/06/09 
17:58:00




No virus found in this incoming message.
Checked by AVG - www.avg.com
Version: 8.5.325 / Virus Database: 270.12.21/2101 - Release Date: 05/06/09 
17:58:00
   


  

Re: [ob] BUMI

[antonius martono salim]

ayo pak JT ditampung, buy back yang tadi open challenge buat SHORTERS





From: JsxTrader 
To: obrolan-bandar@yahoogroups.com
Sent: Thursday, 7 May, 2009 10:10:57
Subject: RE: [ob] BUMI





SCALPER…, Get Ready…, pola cangcut mulai keliatan !!
 
From:obrolan-bandar@ yahoogroups. com [mailto:obrolan- ban...@yahoogrou ps.com] 
On
Behalf Of JsxTrader
Sent: 07 Mei 2009 10:05
To: obrolan-bandar@ yahoogroups. com
Subject: RE: [ob] BUMI
 



Shorter jiper juga kayaknya…, tuh masih flat…, well, mari kita
tantang mereka !! cii…  hahaha
 
JT
 
From:obrolan-bandar@ yahoogroups. com [mailto:obrolan- ban...@yahoogrou ps.com] 
On
Behalf Of tora
Sent: 07 Mei 2009 10:02
To: obrolan-bandar@ yahoogroups. com
Subject: Re: [ob] BUMI
 


kayaknya
lagi kompak wait n see
pola
BB 1 menit rata-rata mirip sanca baru nelen kebo
 
ayo
dong, ada yg mulai... tendang atas kek, ato short sekalian :)
bisa
mati penasaran nih kalo gini terus sp jam 4, hehehe
 
-
Original Message - 
From:JsxTrader 
To:obrolan-bandar@ yahoogroups. com 
Sent:Thursday, May 07,
2009 9:53 AM
Subject:RE: [ob] BUMI
 
Mudah-mudahan ada cangcut lagi ni hari…,
ayo shorter…, show me what you got !!
JT
From:obrolan-bandar@ yahoogroups. ..com [mailto:obrolan- ban...@yahoogrou 
ps.com] On Behalf Of re...@trade
Sent: 07 Mei 2009 9:41
To: obrolan-bandar@ yahoogroups. ..com
Subject: Re: [ob] BUMI


Terima Kasih Pak JT. Lagi mau ngetest teori Pak JT mengenai open gap nih.
Mudah2an berhasil. Wish me luck :)
Sent from TradingBerry®
sponsored by Sinyal Kuat INDOSAT


 
From:
"JsxTrader" 
Date: Thu, 7 May 2009 09:39:24 +0700
To: 
Subject: [ob] BUMI
BUMI
– Open gap up tapi ngga naik.., pola candlejam 9.39 wib  eve star 
(unconfirmed)…,
jangan dikejar…, wait and see !!
JT 



No virus found in this incoming message.
Checked by AVG - www.avg.com
Version: 8.5.325 / Virus Database: 270.12.21/2101 - Release Date: 05/06/09
17:58:00


 
No virus
found in this incoming message.
Checked by AVG - www.avg.com
Version: 8.5.325 / Virus Database: 270.12.21/2101 - Release Date: 05/06/09
17:58:00



No virus
found in this incoming message.
Checked by AVG - www.avg.com
Version: 8.5.325 / Virus Database: 270.12.21/2101 - Release Date: 05/06/09
17:58:00
   


  

Re: [obrolan-bandar] Saham tahan resesi

[antonius martono salim]

mondar mandir tiap hari tetep lewat tol (JSMR) growth kalo dinegara berkembang 
harusnya ok 





From: Mayor_trend 
To: obrolan-bandar@yahoogroups.com
Sent: Tuesday, 17 February, 2009 15:59:30
Subject: Re: [obrolan-bandar] Saham tahan resesi


Semua emiten tst produk/jasanya masih tetap dipake orang dan industrinya tetap 
eksis,tapi kalo bicara prospek invest saya pikir is  about growth. Apakah  
masih bisa mempertahankan  profitbilitas mereka? Dari  chart menengah panjang 
yang jelas masih bearish,gak perlu diantisipasi ntar udah konfirm baru terjun   
 


On 2/17/09, Rei  wrote:
Jangan lupa tetap aja namanya org, susah atau senang, kaya atau miskin, perlu 
LISTRIK (PTBA, ADRO, ITMG) :-)


2009/2/17 simon bolenang 

Simpan uang banyak yg aman di bank plat merah ( BBNI, BMRI, BBRI)
Gini hari cari uang hanya untuk makan ( INDF )
Pakai minyak nabati AALI & LSIP
Masak indomie pakai gas ( PGAS )
Habis masak mau cuci2 & mandi pakai unilever  ( UNVR )
Habis mandi mau bergosip ria pakai TLKM & ISAT
Stress saham jeblok & sekuritas bangkrut beli obat ( KLBF & TSPC )


 



   


  

Re: [obrolan-bandar] skrg semua aneh

[antonius martono salim]

MINYAK TURUN KARENA TIDAK ADA DEMAND, DEMIKIAN JUGA DGN PERUSAHAAN KARENA 
LIKUIDITAS DI MASYARAKAT KECIL DAN BANYAK PHK2 MAKA DAYA BELI KURANG. PERSH 
JUGA LAGI KESULITAN LIKUIDITAS. EKONOMI DUNIA SEDANG STAGNAN.





From: tjetjun <[EMAIL PROTECTED]>
To: obrolan-bandar@yahoogroups.com
Sent: Friday, 5 December, 2008 11:12:26
Subject: [obrolan-bandar] skrg semua aneh


liat aja, harusnya harga minyak turun, industri lebih mudah operasi, 
jadi harga saham naik.. tapi di amrik, begitu minyak drop, saham juga 
ikutan.. 
suku bunga turun, harusnya dolly naik, tapi sekarang malah menguat 
seperti juga di eropa..

kenapa ? karena sekarang semua sudah sangat rendah ? jadi pada posisi 
minyak harga sekarang aja, industri sudah kewalahan, bagimana kalau 
minyak rebound ? apakah pemikirannya demikian..

suku bunga juga sudah sangat rendah ( gak berlaku di Indonesia ) , jadi 
kalau turun lagi, sudah terbatas, akibatnya euro menguat ? kecuali di 
Indo, penurunan suku bunga berarti BI sudah yakin kondisi indo sudah 
lebih ok dari sebelumnya, dan kemungkinan penurunan lebih lanjut, jadi 
yang masuk untuk invest di SBI dst cepat2 datang ?

aneh juga ya, cara berpikir terbalik tapi harusnya ada logikanya juga.

salam 




  

Re: [obrolan-bandar] Re: full ammo for tommorow

[antonius martono salim]

YES I agree with EL, bail out is not even a solution. it's almost the same 
condition as Indonesia 1998 when many banks bankrupt and leaving toxic asset. 
which at the end the government sold the asset in ridiculously cheap 
price.(hope this will not happened in US)

US still leaves its auto industry almost in bankruptcy, auto industry hold 
major employment in US. yet this industry must not be bail out. US auto is 
diminishing caused by nature (survival of the fittest) their efficiency cost is 
very low compare to JAPAN. the management is also spend money (private jet, 
luxurious company dinner, etc)

i have one another option in this crisis, US economy will not as strong as ever 
even after recovery. the problem in the crisis, why its affecting other country 
is because US is the biggest demand for everybody. where the money goes? 
CHINA... 
logic behind it, since property in US boosted by lousy credits banking (and now 
government) is like giving money to their people in order to keep spending... 
and i think we all can guess where the housing products and others comes mostly 
from. CHINA

US economy in the future has very limited growth if not declining, their 
economy mostly come from creative industry, there is no US products that 
prevail in the market unless their movie, software, war machines, etc. even 
intel and ipod is made in china. and creative industry is ELITE economic its 
didn't spread the wealth to people.

if currently overheating growth of china comes from export, its time to 
rebalancing their balance sheet in the consumption part. 1,4trillion USD 
planned to spend by chinesse gov to boost world economic. i believe they will 
use it mostly on infrastructure in their own country (spreading the wealth, 
keeping economic growth, making their country the best haven for industry and 
business which in the long run will benefits for them), 
which will create demand on supporting country (INDONESIA as well).
so we are now seeing a changing world of so called superpower nation.

well its just my 2 cent...



From: Elaine Sui <[EMAIL PROTECTED]>
To: obrolan-bandar@yahoogroups.com
Sent: Monday, 24 November, 2008 22:25:17
Subject: Re: [obrolan-bandar] Re: full ammo for tommorow


omg do you even know what bail out means? it's just another term of debt-swap. 
The toxic debts are still there, except now the US govt are the one whose 
paying for it, but the truth is the whole world are bailing out the sickening 
United States cuz they're just simply too big to fail.

Crashing oil, lower rates, weak currencies vs USD. Where does all the money go? 
Obama's United States of America. The US MUST recover, and the rest will 
follow. Now you're saying I'm bearish? No, I am not, but I like to follow where 
the money goes, and obviously not to emerging markets.

Asia has its own problem. The big red communists country is facing a meltdown. 
Now that'd be next year story so If I tell you here it'd be a spoiler... ^_^

Elaine


2008/11/24 Dean Earwicker 

Masih bearish EL? Citi di bailout, is that supposed to be a good news or not? 
btw mendingan kita semua sama-sama genjot bumi aja dulu deh, gmn? biar semua 
hepi.Asal bumi dah sembuh sih yang lain gampang mo ngikut. Biasanya sih gitu.

Regards,
DE


2008/11/24 Elaine Sui 


Frighten? I'was just saying 'Hello Art, you got my attention', why so afraid?  
It is their own right to lose money. ^_^

Elaine


2008/11/24 SyIFA Fund <[EMAIL PROTECTED] com>


Don't frightened them up Elaine, just let it flow as usual. B#m# has been set 
up. 



Regards,


SF FM 
Where you can trust your fund



--- On Sun, 11/23/08, Elaine Sui  wrote:

From: Elaine Sui 

Subject: Re: [obrolan-bandar] Re: full ammo for tommorow

To: obrolan-bandar@ yahoogroups. com
Date: Sunday, November 23, 2008, 4:40 PM


Just passing by. Who knows I can get some profit from this group discussion. 
Maybe from you or someone else here ^_^ (Hey I'm just being honest, don't 
stare at me like that, man.. geez..)

Elaine


2008/11/23 Petualang Saham 

He3x,akhirnya muncul juga dikau darling..
Apa kbr Elaine, kmn aza selama ini ga prnh keliatan.
Kangen juga denganmu lama tak jumpa.
Btw, ada tanda Alam apa ini El??..

--- In obrolan-bandar@ yahoogroups. com, "Elaine Sui" 
wrote:
>
> *I'm watching you.
> 
> Elaine**
> *
> 2008/11/23 artomoro9 <[EMAIL PROTECTED] .>

> 
> >   masa sudah di kasi sasaran tembak sama begawan embah, gak di tembak
> > juga. hehehe. lompat kodok ke 1210 sih mudah nih kayaknya.
> >
> >
> > kalo cuaca regional mendukung sih. semoga ga ada yg ganggu.
> >
> >
> >
> > salam,
> >
> >
> > artomoro9 (jangan jual murah saham anda)
> >
> >
> >
> >
> >

> > *Vic * wrote:
> >
> >  dow loncat 6,54% masa masih pakai taktik gerilya sih?
> > blue sky scenario:
> > beberapa hot stocks ar kanan.
> > tapi ihsg cuma naik 5%. soalnya bumi tetep ar kiri hehehe.
> > bumi is still the sum of all fear.
> >
> > --- In obrolan-bandar@ yahoogroups. com

,

> > "fifi young" 

Re: [obrolan-bandar] Besok Investor Summit

[antonius martono salim]

SETUJU tuh, cm kalo ga bisa ikut sesi masih bisa ambil fotocopy presentasi ga 
ya kesana sama ambil lapkeu and yearly report?



From: Cak Osop <[EMAIL PROTECTED]>
To: obrolan-bandar@yahoogroups.com
Sent: Monday, 24 November, 2008 10:22:14
Subject: Re: [obrolan-bandar] Besok Investor Summit


Pak Iklan investor sammit mulai akhir september di majalah investor edisi 
Oktober dan di koran seminggu ini ada terus.

bagi temen2 yang ikut boleh donk kita saling tukar presentasi emiten. berikut 
ini daftar presentasi yang saya pilih dan ikuti:


EMITEN JADWAL
Emiten III - PT Astra Agro Lestari, TBK
Selasa, 25 November 2008 Pukul : 13.15 - 14.15
Emiten VII - PT Timah, TBK Selasa, 25
November 2008 Pukul : 15.30 - 16.30
Emiten XI - PT United Tractors, TBK
Selasa, 25 November 2008 Pukul : 16.30 - 17.30
Emiten XIII - PT Perusahaan Gas Negara,
TBK Rabu, 26 November 2008 Pukul : 13.00 - 14.00
Emiten XVII - PT Bumi Resources, TBK
Rabu, 26 November 2008 Pukul : 14.00 - 15.00
Emiten XXIV - PT Indo Tambangraya
Megah, TBK Rabu, 26 November 2008 Pukul : 15.15 - 16.15Emiten XXVI - PT
Aneka Tambang (Persero), TBK Rabu, 26 November 2008 Pukul : 16.15 - 17.15











--- On Mon, 11/24/08, antonius martono salim  wrote:

From: antonius martono salim 
Subject: Re: [obrolan-bandar] Besok Investor Summit
To: obrolan-bandar@ yahoogroups. com
Date: Monday, November 24, 2008, 3:08 AM


iklan dikoran baru liat kemarin mau daftar pagi2 udah ga bisa euy. iklannya 
dari kapan ya





From: dario kurniawan 
To: obrolan bandar 
Sent: Monday, 24 November, 2008 9:58:54
Subject: [obrolan-bandar] Besok Investor Su 



  

Re: [obrolan-bandar] Besok Investor Summit

[antonius martono salim]

iklan dikoran baru liat kemarin mau daftar pagi2 udah ga bisa euy. iklannya 
dari kapan ya





From: dario kurniawan <[EMAIL PROTECTED]>
To: obrolan bandar 
Sent: Monday, 24 November, 2008 9:58:54
Subject: [obrolan-bandar] Besok Investor Summit


Harusnya market ijo tanggal 25-26 besok..masa broker promosi online trading 
tapi market merah legam sih...siapa yang tertarik main nanti 

Dario Amran 


 Pemanasan global? Apa sih itu?  
Temukan jawabannya di Yahoo! Answers!


  

[obrolan-bandar] tolong dibahas TSPC

[antonius martono salim]

para sesepuh dan OB'ers sekalian newbie minta pencerahan donk mengenai TSPC. 
1. mau tanya beda authorised stock sama issued and fully paid mana yang kita 
pakai untuk menentukan PBV
2. dengan kondisi keuangan minim hutang. equitynya / lembar saham (paid) PBV 
0,76. growth memang stabil. tapi bargain hunt "buying a dolar with 70cent"
3.eps constantly stable with minor growth enough to compensate inflation. 
50/355 (current price) = 14%

tolong koreksi klo ada yang salah
terima kasih
g 


  

Re: [obrolan-bandar] Re: Second Liner - Pelayaran (BLTA) : Akumulasi

[antonius martono salim]

sudah dicari juga tapi belum ketemu mungkin mbah punya. tapi memang BLTA ini 
sangat menarik utk dibelah dan bahas. pelayaran no 3 terbesar di dunia. kalo 
diperhatikan semenjak 3 tahun lalu kurang lebih management persh memang 
mengalami perubahan style. dari konservatif jadi aggresive terlebih financial 
engineeringnya kevin wong.


"Perolehan laba bersih yang tinggi ini juga berkat adanya pembukuan
> perubahan nilai wajar atas obligasi konversi dan wesel bayar senilai
> Rp 1,7 triliun." 

potongan berita diatas ini juga kita harus bahas kang. apakah real atau 
"pengelembungan" fiktif. mungkin saya butuh pencerahan maklum newbie. 
saya liat renumerasi direksinya juga terlalu besar. pada intinya kita sebagai 
pemegang saham apakah diprioritaskan.
jadi kuncinya kemampuan management mengelola cash flow dan tingkat hutang 
mengingat pasar seperti sekarang akan sangat susah BLTA dapet pendanaan dari 
pasar. paling mentok ya nanti jual kapal lagi. sale and lease back katanya 
dijual tapi masih bisa dipake sama BLTA buat cari duit..
ayo dibahas kang klo ketemu result q3nya.. mohon pencerahan.




From: kangduren <[EMAIL PROTECTED]>
To: obrolan-bandar@yahoogroups.com
Sent: Friday, 14 November, 2008 23:10:31
Subject: [obrolan-bandar] Re: Second Liner - Pelayaran (BLTA) : Akumulasi


CMIIW

utk diskusi saja pak, saya setuju mengenai hutangnya, tetapi mengenai
kinerja kalau melihat APOL (adiknya) kinerjanya cukup baik, walaupun
ada faktor akuisisi (ref : volume penjualan meningkat), laba bersih
utk tahun ini saya belum melihat hasil penjualan kapal.
Mengenai hutang itu memang banyak utk pembelian kapal lantas dijual
(utk sementara dalam diri saya memang timbul tanda tanya). Mengenai
manajemen dan kelangsungan bisnis saya tidak begitu khawatir krn :
1. Teekay berani menjalin kerja sama dalam proyek LNG
2. Sebetulnya target BLTA itu akan cemerlang memang di tahun 2010, yg
kemarin itu pergerakan harga saya tidak komentar banyak, hanya sampai
sebatas harga 2000 menurut saya masih OK, krn saya tahu tahun 2009 ada
waran yg mungkin mau dijual.
3. Ada faktor positif mengenai banyaknya pembelian kapal BLTA tapi
mungkin nanti terlihat.
Terima kasih pak tanggapannya, btw saya bingung laporan Q3 nya,
hehehe, cari di mana ya?

salam

--- In obrolan-bandar@ yahoogroups. com, antonius martono salim
 wrote:
>
> concern utama dari BLTA itu tingkat HUTANGnya terlalu tinggi dan
beresiko, BLTA managementnya juga sering tidak pro investor terlihat
dari terlalu banyaknya permainan obligasi konversi, option etc yang
intinya mendilusi eps.
> kinerja tinggi efek dari konsolidasian chembulk.
> keuntungan tinggi beberapa tahun terakhir lebih banyak karena jual
beli kapal, bukan operasional. .. 
> kedepan apakah pasar harga angkut masih bagus? mungkin butuh kita
analisa bersama.
> yang dipersoalkan adalah konsistensi kemampuan laba kedepan. jgn
cuma 3 tahun laba bersih loncat2 (karena jual tanker dan akuisisi
aggresive) trs tahun2 berikutnya terjun karena ga mampu tanggung
resiko. tapi memang diakui diharga sekarang sangat menarik
> 
> 
> 
> 
>  _ _ __
> From: kangduren <[EMAIL PROTECTED] ..>
> To: obrolan-bandar@ yahoogroups. com
> Sent: Friday, 14 November, 2008 22:33:16
> Subject: [obrolan-bandar] Re: Second Liner - Pelayaran (BLTA) :
Akumulasi
> 
> 
> mohon konfirmasi berita di bawah...
> saya belon liat laporan Q3 BLTA di http://www.idx. co.id/
> 
> salam
> 
>  = = ===
> BLTA Melaju, Pantas Diburu
> 
> Jakarta - Selama kuartal ketiga tahun ini, PT Berlian Laju Tanker
> (BLTA) mencatatkan kinerja gemilang dengan raihan penjualan Rp 5
> triliun, atau melonjak 88,6% YoY.
> 
> Torehan penjualan yang sangat apik itu langsung mendongkrak laba
> bersih 236% YoY menjadi Rp 1,7 triliun.
> 
> Perolehan laba bersih yang tinggi ini juga berkat adanya pembukuan
> perubahan nilai wajar atas obligasi konversi dan wesel bayar senilai
> Rp 1,7 triliun.
> 
> Gross margin BLTA turun tipis menjadi 33,1%
> 
> (dari 33,6%), namun margin usaha naik menjadi 28,4% (dari 27,7%). 
> 
>  = = =
>




  

Re: [obrolan-bandar] Re: Second Liner - Pelayaran (BLTA) : Akumulasi

[antonius martono salim]

concern utama dari BLTA itu tingkat HUTANGnya terlalu tinggi dan beresiko, BLTA 
managementnya juga sering tidak pro investor terlihat dari terlalu banyaknya 
permainan obligasi konversi, option etc yang intinya mendilusi eps.
kinerja tinggi efek dari konsolidasian chembulk.
keuntungan tinggi beberapa tahun terakhir lebih banyak karena jual beli kapal, 
bukan operasional... 
kedepan apakah pasar harga angkut masih bagus? mungkin butuh kita analisa 
bersama.
yang dipersoalkan adalah konsistensi kemampuan laba kedepan. jgn cuma 3 tahun 
laba bersih loncat2 (karena jual tanker dan akuisisi aggresive) trs tahun2 
berikutnya terjun karena ga mampu tanggung resiko. tapi memang diakui diharga 
sekarang sangat menarik





From: kangduren <[EMAIL PROTECTED]>
To: obrolan-bandar@yahoogroups.com
Sent: Friday, 14 November, 2008 22:33:16
Subject: [obrolan-bandar] Re: Second Liner - Pelayaran (BLTA) : Akumulasi


mohon konfirmasi berita di bawah...
saya belon liat laporan Q3 BLTA di http://www.idx. co.id/

salam

 = = ===
BLTA Melaju, Pantas Diburu

Jakarta - Selama kuartal ketiga tahun ini, PT Berlian Laju Tanker
(BLTA) mencatatkan kinerja gemilang dengan raihan penjualan Rp 5
triliun, atau melonjak 88,6% YoY.

Torehan penjualan yang sangat apik itu langsung mendongkrak laba
bersih 236% YoY menjadi Rp 1,7 triliun.

Perolehan laba bersih yang tinggi ini juga berkat adanya pembukuan
perubahan nilai wajar atas obligasi konversi dan wesel bayar senilai
Rp 1,7 triliun.

Gross margin BLTA turun tipis menjadi 33,1%

(dari 33,6%), namun margin usaha naik menjadi 28,4% (dari 27,7%). 

 = = =




  

Re: [obrolan-bandar] Re: LTLS: Bibit unggul 2009

[antonius martono salim]

mbah, ceritanya apa ga hampir sama dengan BLTA. growth gede, per kecil pbv juga 
lagi dibawah 1 cuman hutangnya besaar.





From: Ferry W <[EMAIL PROTECTED]>
To: obrolan-bandar@yahoogroups.com
Sent: Monday, 10 November, 2008 21:06:06
Subject: [obrolan-bandar] Re: LTLS: Bibit unggul 2009


mbah,
TMAS gimana?? termasuk bibit unggul juga gak??

Rgds,

--- In obrolan-bandar@ yahoogroups. com, "jsx_consultant"  wrote:
>
> LTLS: Bibit unggul 2009
> 
> Price = 640
> ROE = 49%
> PER = 1,37
> COP = 0,8 tahun
> PBV = 0,57
> DER = 3,13 (agak tinggi)
> Profit Growth = 433%
> 
> http://www.invest20 00.net/QSLTLS. TXT
>




  

Re: [obrolan-bandar] Nyangkut-harus ngapain?

[antonius martono salim]

Buat pak david, saya juga turut menyesalkan kejadian seperti itu tapi hampir 
semua investor juga rata2 rugi tinggal masalahnya sekarang penyelamatnya memang 
di cash. masalah BUMI ini memang runyam klo saya sendiri punya BUMI saya dalam 
hati mungkin akan menganggap itu hilang jangka pendek ini jgn dicut loss toh 
memang ga bisa jual. 
yang saya sarankan sekarang sebenernya pangkal masalahnya adalah anda tidak 
mengerjakan PR anda. semua mengandalkan broker mungkin perlu break untuk 
belajar dan baca bukunya BENJAMIN GRAHAM pak INTELLIGENT INVESTOR sehingga bisa 
punya panduan. bisa beli digramedia, invest dulu dipengetahuan sebelum invest 
uang anda.

untuk mengembalikan uang anda sebenarnya butuh suntikan modal lagi dan 
pemilihan saham yang TEPAT. sekarang banyak saham fundamental bagus yang sangat 
murah mungkin bisa tanya ke ahlinya di OB banyak.
jangan TRADING pak, sangat saya tidak rekomendasikan disaat begini apalagi kalo 
belum mumpuni KUNGFUnya.

"PASAR SAHAM itu seperti TUHAN, ia akan membantu orang yagn membantu dirinya 
sendiri tapi bedanya ia tidak pernah mengampuni orang yang tidak membantu 
dirinya sendiri" WARREN BUFFET.

semoga ini bisa membantu, maafkan saya kalo ada salah



From: Johan <[EMAIL PROTECTED]>
To: obrolan-bandar@yahoogroups.com
Sent: Saturday, 8 November, 2008 13:01:09
Subject: Re: [obrolan-bandar] Nyangkut-harus ngapain?


Benar2 yang bisa di lakukan sedikit sekali Pak, sudah sangat telat buat cut 
loss sekarang, lagian market downside risk nya sudah semakin terbatas, saham 
yang nyangkut biarkan aja, sisa cash yang ada cobalah di gunakan buat trading, 
tapi trading juga bukan gampang di lakukan, perlu pengalaman dana pengetahuan 
dan kerja keras untuk berhasil, kalo berhasil, baru coba gunakan saham nyangkut 
buat trading.

--- On Sat, 11/8/08, DICG-David Langelo  wrote:

> From: DICG-David Langelo 
> Subject: [obrolan-bandar] Nyangkut-harus ngapain?
> To: obrolan-bandar@ yahoogroups. com
> Date: Saturday, November 8, 2008, 12:31 AM
> Dear OB yang baik,
> 
> 
> 
> Saya adalah anggota baru dari millis ini, 4 hari yang lalu.
> 
> Wawasan tentang saham menjadi terbuka berkat informasi,
> saran dari OB
> Millis, Pak JT, Pak DE, Pak Oen, Bu Fifi, Pak Halim,
> dsb..buanyk banget
> 
> Nyesal juga kenapa tidak dari dulu, tau begini mungkin
> saham saya tidak
> berpotensi loss 85% saat ini.
> 
> 
> 
> Maksud hati beli saham untuk investasi, eh.malah seperti
> ini.karena ikuti
> saran broker untuk BUY [EMAIL PROTECTED], [EMAIL PROTECTED], [EMAIL 
> PROTECTED],
> dengan estimasi TP
> yang sangat-sangat tinggi plus berita buyback dan
> enterprise value yang
> menjanjikan. Begitu harga turun, tetap disarankan menahan
> terus.
> 
> Dan membuat saya sangat sakit hati adalah broker tersebut
> berubah haluan 180
> derajat, menyarankan SELL, setelah harga turun 60~70%
> lebih.
> 
> 
> 
> Ya,penyesalan datang selalu terakhir, tapi penyesalan tanpa
> penyelesaian
> akan lebih parah lagi.
> 
> Jadi mohon saran dari Mbah, Pak JT, Pak Oen, Pak DE, Bu
> Fifi, Pak Halim,
> saya sebaiknya berbuat apa.
> 
> Mengingat dana cash saya sisa 10%, dan nilai saham sisa
> 15%, mau CL BUMI,
> gak laku-laku.
> 
> 
> 
> Thanks




  

[obrolan-bandar] Mbah minta pembahasan donk JASA MARGA

[antonius martono salim]

fundamentally nya bagaimana? trs dari apa ada isu2 kedepan yang kurang baik
 
 

















  

Re: [obrolan-bandar] ada yang bisa beri tahu sisi negatifnya JSMR

[antonius martono salim]

dari yang saya tau sisi bagusnya harga sekarang sudah terdiskon banyak sekali 
bahkan sudah dibawah Book Value 0.86x harga sekarang 810, hutang memang besar 
tapi wajar untuk standar perusahaan infrastruktur, mungkin bisa disamakan 
dengan persh kereta api di US. saham sangat defensif karena pendapatan tidak 
akan melonjak2 seperti komoditi tapi juga ga turun2 amat.
 JSMR termasuk hampir monopolistik competition, kalo persh lain seperti UNVR 
harus menjaga brand value, customer loyalty dll. JSMR sudah mengunci jalur2 
TOLL gemuk yang padat sisanya jalur kurus yang pendapatannya kecil.
yang saya tau jeleknya cuman harga jual ditentukan oleh pemerintah. tapi toh 
margin tetap ok.
IPO waktu itu 1700 kalo ga salah dan dana IPOnya masih nganggur , sekarang 
pemerintah suruh BB, klo manajemen nya baik berarti dia akan BB banyak 
bayangkan berapa untung nya. 1700 - 810 = 890 / share.
barusan ada news laba q3 naik sampai 300% lebih, karena peningkatan traffic 
cuman 2%. sedangkan rencana ada 5 proyek toll baru yang dalam 1-2tahun akan 
jalan.
mengenai pembangunan toll katanya dananya sudah diamankan, dapet komitmen bank 
dan dana internal yang banyak dari hasil IPO.

hutang jangka panjang yang cicilannya dari ongkos TOLL tiap hari kita bayarkan. 
current ratio bagus.
hanya itu yang saya tahu selebihnya mohon bimbingannya,

--- On Thu, 6/11/08, SSTrader-03 <[EMAIL PROTECTED]> wrote:
From: SSTrader-03 <[EMAIL PROTECTED]>
Subject: Re: [obrolan-bandar] ada yang bisa beri tahu sisi negatifnya JSMR
To: obrolan-bandar@yahoogroups.com
Date: Thursday, 6 November, 2008, 3:43 PM











sisi negatif ...saham durun terus..hehehe. ..

mungkin ini pak, kayaknya pembangunan jalan tol molor terus, dari beberapa 
projetc, dapat dipastikan molor-nya
ekonomi lg lesu, mungkin volume kendaraan turun

kok bisa bagus banget? dibagian apa-nya nie pak?




2008/11/6 antonius martono salim 



















minta tolong sharing pencerahannya untuk saham ini, saya sudah research 
(terbatas) saham ini bagus bgt kalo pake standarnya "intelegent investornya" 
benjamin graham. cuman karena newbie cuma analisa lapkeu apa public 
presentation. minta tolong klo ada yang punya info lain. 

harganya sudah sangat menarik kalo menurut saya. 

terima kasih sebelumnya





  
  





















  




 

















  

[obrolan-bandar] ada yang bisa beri tahu sisi negatifnya JSMR

[antonius martono salim]

minta tolong sharing pencerahannya untuk saham ini, saya sudah research 
(terbatas) saham ini bagus bgt kalo pake standarnya "intelegent investornya" 
benjamin graham. cuman karena newbie cuma analisa lapkeu apa public 
presentation. minta tolong klo ada yang punya info lain. 
harganya sudah sangat menarik kalo menurut saya. 

terima kasih sebelumnya



  

Re: [obrolan-bandar] Re: Investor Call: BUY BDMN ----> HIMBAWAN MIMPI DI SIANG BOLONG KALE !!!!

[antonius martono salim]

in my personal opinion melihat sekilas sejarah performa dan laporan keuangan 
yang punya stable growth. i think this qualified to be warren buffet choice di 
kisaran harga seperti sekarang.
hanya saja:
1. perusahaan belum memiliki "parit" barrier usaha yang dalam. masih bagusan 
BBCA memang.
2. harus dilihat kualitas penyaluran kreditnya apakah ke sektor2 yang beresiko 
(banyakan corporate atau consumer??)


dari segi valuasi per dan pbv harga sekarang sangat menarik untuk investasi 
jgka menengah panjang. management juga bukan yang neko2. 

mungkin yang lain bisa menambahkan, opini nubie pasti kurang lengkap

--- On Thu, 23/10/08, jsx_consultant <[EMAIL PROTECTED]> wrote:
From: jsx_consultant <[EMAIL PROTECTED]>
Subject: [obrolan-bandar] Re: Investor Call: BUY BDMN > HIMBAWAN MIMPI DI 
SIANG BOLONG KALE 
To: obrolan-bandar@yahoogroups.com
Date: Thursday, 23 October, 2008, 1:06 PM















--- In obrolan-bandar@ yahoogroups. com, "edward" 

wrote:

>

> Ha..ha..ha. BUY Danamon ??? MIMPI NGAK DI SIANG BOLONG PAK 

>

> Berapa peningkatan PRofit di banding thn lalu 

>



Ini datanya , positive growth and stable up to Q3/2008



2008|   2007| 

2006|

  22-10-08 Q3 Q2 Q1|Q4 Q3 Q2

Q1|Q4|

-- -- -- -- ==|- - -- --

==|- -

OP.PR (Qtr)  944974957895984897827   

844

NET.PR (Qtr) 604595562517579537482   

411




  




 

















  

Re: [obrolan-bandar] KLBF

[antonius martono salim]

kalbe farma secara fundamental masuk kategori sehat bisa dilihat dari DER dan 
cashflownya yang besar. juga termasuk persh yang bertahan terpaan jaman. dari 
tahun berapa coba tuh uda ngalamin krisis dll.

kalo kita ambil nilai intrinsiknya (current +  liquid asset) - hutang " rumus 
graham"lalu dibagi seluruh lembar saham memang saham ini masih terlalu tinggi 
berkisar Rp 262.64 /lembar saham. terlalu rendah bukan?? karena menghilangkan 
faktor yang namanya goodwill, brand equity, kemampuan menghasilkan laba dll.

trs kenapa turun terus, management KLBF termasuk managment yang lambat 
bergerak. coba bandingkan dengan UNVR. perusahaan besar tapi gesit dalam 
menguasai pasar khususnya brand. padahal sama2 perusahan yang bahan bakunya 
kena imbas besar harga minyak dan inflasi.
KLBF keuntunngan tersbesar terkontribusi dari sektor minuman berenergi extra 
joss. tapi lihat beberapa tahun belakang dimana pasarnya tergerus oleh kuku 
bima energi ROSO.

growth KLBF juga masih tandatanya apakah dari quantity increase atau hanya dari 
kenaikan inflasi normal harga barang. udah gitu dividennya pelit banget. KLBF 
mah kayanya ga terlalu mikirin investornya. mungkin karena persh yang sedikit 
berjiwa sosial.

tapi secara garis besar ini ada perusahaan dengan konservatif growth dan 
expansion. 

hehe masukan lainnya tolong ditambahkan..

--- On Wed, 9/7/08, Rully <[EMAIL PROTECTED]> wrote:
From: Rully <[EMAIL PROTECTED]>
Subject: [obrolan-bandar] KLBF
To: obrolan-bandar@yahoogroups.com
Date: Wednesday, 9 July, 2008, 1:25 PM











Aku heran, Kalbe Farma yang produknya bagus-bagus itu, kenapa turun 
terus

ya...? Midday ditutup di 770, setara dengan harga di tahun 2005.



Pagi tadi di Fast Money nya CNBC, dimasa krisis begini, consumer product

banyak jadi pilihan panelis macam mackey dan najarian.



Meski KLBF memberi kesan kuat sebagai perusahaan farmasi, tapi

produk-produknya lebih condong ke consumer, karena bisa diperoleh secara

bebas.



Jadi pengen ambil KLBF juga nih...



Please advice...



Salam,

Rully




  




 

















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[obrolan-bandar] becoming real investor - was The Hell with dow

[antonius martono salim]

kayaknya memang begitu pak, kalo semua investor jadi long term as warren 
buffet, sudah dapat dipastikan sekuritas bankrut.. tapi namanya manusia punya 
banyak tipe ada juga yang punya cara investasi jangka pendek, juga banyak 
kepentingan kepentingan didalam bursa kita ini (money laundry salah satunya). 
jadi pasar kayaknya ga bakal sepi.

lagi pula investor long term juga butuh kok crowdnya mr market kalo nggak mana 
bisa dapet barang murah dan jual mahal (as miss elaine) hahaha. 

regards,


- Original Message 
From: jko <[EMAIL PROTECTED]>
To: obrolan-bandar@yahoogroups.com
Sent: Thursday, 19 June, 2008 10:26:07 AM
Subject: Re: Balasan: Re: Bls: Wanted: NEW captain pilot. was:Re: 
[obrolan-bandar] The Hell W


kalau short term kalah
mid term kalah
long term 1 tahun jg masih kalah,,
siap2 bangkrut deh sekuritas2 dan reksadana2 hehehe
ayo kalian mau bangkrut tah, heh bozz??
 
 


 
On 6/19/08, conx_2003 <[EMAIL PROTECTED] com.au> wrote: 
jika perkataan seniorita elaine adalah benar

maka short term pasti kalah
mid term rasanya juga kalah
long term 1 tahun kalah
super long term baru :)

brarti yg bisa bunuh keuangan global adalah inflasi baru terasa efek
kenaikan oil dan BBM 

High Inflation High Oil --> idx masi ada yg support
High Inflation oil turun --> Idx merah
High Inflation High oil Q2 jelek --> Merahh

in other words focus on stocks not indeks.. hahahahaha 

nyangkut ga nyangkut asal ngumpul.. 

 


-- 
An expert with a stone can still beat a novice with a shuriken, nevertheless, 
an expert with a stone can not beat 100 novices with 100 shurikens... 


  __
Sent from Yahoo! Mail.
A Smarter Email http://uk.docs.yahoo.com/nowyoucan.html

Re: Bls: Wanted: NEW captain pilot. was:Re: [obrolan-bandar] The Hell With DOW !!!

[antonius martono salim]

your welcome, kinda flattered anyway... hehehe
just want to cooling down the matters. this mailing list became very hot. why 
dont we discuss and share the real fundamental issues rather than disscusing 
daily trading.
sometimes it just make people creating new prediction theories (which being 
used by the kingpin opposite way) and feel like they can always beat the market 
with all those theories.

warm regards


- Original Message 
From: Elaine <[EMAIL PROTECTED]>
To: obrolan-bandar@yahoogroups.com
Sent: Wednesday, 18 June, 2008 8:24:21 PM
Subject: Re: Bls: Wanted: NEW captain pilot. was:Re: [obrolan-bandar] The Hell 
With DOW !!!


Kalau IDX investors punya mentality like this guy, IDX bisa survive. I'm 
actually expecting this kinda post, so, thank you :)

Elaine


On Wed, Jun 18, 2008 at 8:10 PM, antonius martono salim  wrote:

hmm this thread is really meant for traders yah? i just advice all of you guys 
during this perilous time. just look at company real fundamental. i think this 
mailing list got a lot of experts on that. dont mention about the market, the 
kingpin (local or foreign) and last dont be the crowd in the market. 
take ur time alone, think about every stocks that u hold. forget about the 
stock and dont waste ur time watching those tickers. remember we buy a part of 
a company not the paper. don't get tricked by news of sudden sales growth, 
acquisition, tender offer from a small company which post huge amount of 
increase in just recent years. again DO YOUR HOMEWORK.

i'm a long term, yes i am and please the others do so. 1 year loss in 
portofolio, fine with me. against 9 year of growth. the dividend still adequate 
to live on. make it cheaper, burn it fast or slow no problem. i think the real 
investors here already have investment plan. 
make it 2000 (IDX) or below and we will see..

indonesia's company generate one of the best result and growth in the world. 
even for mature stage company.

just my humble opinion,
regards


- Original Message 
From: Elaine 

To: obrolan-bandar@ yahoogroups. com

Sent: Wednesday, 18 June, 2008 7:03:52 PM
Subject: Re: Bls: Wanted: NEW captain pilot. was:Re: [obrolan-bandar] The Hell 
With DOW !!!


I'm too lazy to start a new thread. :D Elaine pikir crash juga malah banyak 
traders senang (check those replies!!) lebih baik bakar pelan saja. Slowly 
you're all gonna die anyway (unless you're stubborn like kang ocoy) karena 
tidak bisa short position. Sekarang mau apa? 

You go long term, but your portfolio shrinks (I'm VERY SURE about this, one 
year investment just to get NEGATIVE result lol) 
Mid term you likely to lose, cuz IDX went abruptly AGAINST regionals.
Intraday, most of you lose (deceived by your own chart...maybe. Oh yeah, we do 
know technical)

You're unable to trust regional markets.
You're unable to trust oil prices.
You're unable to trust any posts here (lol hendrik:)
You want to kill me for my failed targets.

Ahh.. I love this. I never thought IDX fund managers are so dumb that I can get 
so many at bargain price. Tetapi jangan marah dengan Elaine, karena sama cari 
uang di market, just like you guys do for all this time..

PS: I'm waiting for your most cynical, hateful, most punishingly cruel 
replies.. :D Maybe I can take advantage of your emotional instability.


Elaine


On Wed, Jun 18, 2008 at 4:29 PM, Ken Arok <[EMAIL PROTECTED] co.id> wrote:

kenapa pake this subject, JEng ?
 
CRASH nya dah kelar ? 2 - 3 days since monday ?   : )
 
kidding.com


- Pesan Asli 
Dari: Elaine 
Kepada: obrolan-bandar@ yahoogroups. com
Terkirim: Rabu, 18 Juni, 2008 16:16:49
Topik: Re: Wanted: NEW captain pilot.. was:Re: [obrolan-bandar] The Hell With 
DOW !!!


:) 

coal and pulp are considered highly flammable. Anyway I was wrong, I thought 
everyone knows where the market will go.Thanks a lot. We got your money AND 
your stocks. Don't hate us, you gave them deliberately. Suck, doesn't it..

Elaine


On Tue, Jun 10, 2008 at 9:26 AM, Elaine  
wrote:

Elaine ingat kemarin ada bilang "nobody knows where the market goes", it's 
actually misleading. EVERYBODY KNOWS WHERE THE MARKET GOES. THEY'RE JUST NOT 
BEING OBJECTIVE CUZ THEY ARE THE MARKET ITSELF. THEY KNOW WHERE THEY WANT TO 
GO."

Biasa Elaine mau nuke cerita di OB, sekarang diam-diam saja. Kadang retail 
perlu dihajar juga sekali-sekali.

Elaine 



On Mon, Jun 9, 2008 at 9:57 PM, Roegi QQ <[EMAIL PROTECTED] com> wrote:

i thought today is the day >:)

El, katakanlah besok benar2 terjadi crash, or last call for equity, or 
emas/dollar bergoyang, or badai salju di nigeria , etc,
kira2 "WHAT NEXT ?""APA GA BOSAN?"

Pls share if u have one.

thx 




On Mon, Jun 9, 2008 at 9:33 PM, Elaine  
wrote:

senang tidak mengantuk like we had last week ya. ^_^

Oh well, I miss my prediction about a crash at least for today (lol it was 

Re: Bls: Wanted: NEW captain pilot. was:Re: [obrolan-bandar] The Hell With DOW !!!

[antonius martono salim]

hmm this thread is really meant for traders yah? i just advice all of you guys 
during this perilous time. just look at company real fundamental. i think this 
mailing list got a lot of experts on that. dont mention about the market, the 
kingpin (local or foreign) and last dont be the crowd in the market. 
take ur time alone, think about every stocks that u hold. forget about the 
stock and dont waste ur time watching those tickers. remember we buy a part of 
a company not the paper. don't get tricked by news of sudden sales growth, 
acquisition, tender offer from a small company which post huge amount of 
increase in just recent years. again DO YOUR HOMEWORK.

i'm a long term, yes i am and please the others do so. 1 year loss in 
portofolio, fine with me. against 9 year of growth. the dividend still adequate 
to live on. make it cheaper, burn it fast or slow no problem. i think the real 
investors here already have investment plan. 
make it 2000 (IDX) or below and we will see..

indonesia's company generate one of the best result and growth in the world. 
even for mature stage company.

just my humble opinion,
regards


- Original Message 
From: Elaine <[EMAIL PROTECTED]>
To: obrolan-bandar@yahoogroups.com
Sent: Wednesday, 18 June, 2008 7:03:52 PM
Subject: Re: Bls: Wanted: NEW captain pilot. was:Re: [obrolan-bandar] The Hell 
With DOW !!!


I'm too lazy to start a new thread. :D Elaine pikir crash juga malah banyak 
traders senang (check those replies!!) lebih baik bakar pelan saja. Slowly 
you're all gonna die anyway (unless you're stubborn like kang ocoy) karena 
tidak bisa short position. Sekarang mau apa? 

You go long term, but your portfolio shrinks (I'm VERY SURE about this, one 
year investment just to get NEGATIVE result lol) 
Mid term you likely to lose, cuz IDX went abruptly AGAINST regionals.
Intraday, most of you lose (deceived by your own chart...maybe. Oh yeah, we do 
know technical)

You're unable to trust regional markets.
You're unable to trust oil prices.
You're unable to trust any posts here (lol hendrik:)
You want to kill me for my failed targets.

Ahh.. I love this. I never thought IDX fund managers are so dumb that I can get 
so many at bargain price. Tetapi jangan marah dengan Elaine, karena sama cari 
uang di market, just like you guys do for all this time..

PS: I'm waiting for your most cynical, hateful, most punishingly cruel 
replies.. :D Maybe I can take advantage of your emotional instability.


Elaine


On Wed, Jun 18, 2008 at 4:29 PM, Ken Arok <[EMAIL PROTECTED] co.id> wrote:

kenapa pake this subject, JEng ?
 
CRASH nya dah kelar ? 2 - 3 days since monday ?   : )
 
kidding.com


- Pesan Asli 
Dari: Elaine 
Kepada: obrolan-bandar@ yahoogroups. com
Terkirim: Rabu, 18 Juni, 2008 16:16:49
Topik: Re: Wanted: NEW captain pilot.. was:Re: [obrolan-bandar] The Hell With 
DOW !!!


:) 

coal and pulp are considered highly flammable. Anyway I was wrong, I thought 
everyone knows where the market will go.Thanks a lot. We got your money AND 
your stocks. Don't hate us, you gave them deliberately. Suck, doesn't it..

Elaine


On Tue, Jun 10, 2008 at 9:26 AM, Elaine  
wrote:

Elaine ingat kemarin ada bilang "nobody knows where the market goes", it's 
actually misleading. EVERYBODY KNOWS WHERE THE MARKET GOES. THEY'RE JUST NOT 
BEING OBJECTIVE CUZ THEY ARE THE MARKET ITSELF. THEY KNOW WHERE THEY WANT TO 
GO."

Biasa Elaine mau nuke cerita di OB, sekarang diam-diam saja. Kadang retail 
perlu dihajar juga sekali-sekali.

Elaine 



On Mon, Jun 9, 2008 at 9:57 PM, Roegi QQ <[EMAIL PROTECTED] com> wrote:

i thought today is the day >:)

El, katakanlah besok benar2 terjadi crash, or last call for equity, or 
emas/dollar bergoyang, or badai salju di nigeria , etc,
kira2 "WHAT NEXT ?""APA GA BOSAN?"

Pls share if u have one.

thx 




On Mon, Jun 9, 2008 at 9:33 PM, Elaine  
wrote:

senang tidak mengantuk like we had last week ya. ^_^

Oh well, I miss my prediction about a crash at least for today (lol it was 
CLOSE, you knew what happened at the end of the day, although I never said it 
was gonna be today but whatever..), so I guess I have to take a break and cool 
off a bit. I feel bad OB jadi penuh junk mail.

I have to admit, I miscalculated the strength of the local kingpins..umm. . 
players, but now I know who's who. I'm not signing out, but I'll restrain 
myself to post for a while. Biasa kalau pesawat tidak ada pilot, pasti crash... 
>:D

PS: If you see a punk kid trying to provoke me AGAIN, please do me a favor, 
grab a baseball bat and beat him to death. Plz.. ^_^

Just kidding!!! Good luck everyone! love ya!

Elaine


2008/6/9 JsxTrader <[EMAIL PROTECTED] com>:

EL.., give me Smile !!  I know you don't want the crash as much as I do…, where 
we are heading now?
 
Salam,
JsxTrader
 
From:obrolan-bandar@ yahoogroups. com [mailto:obrolan-bandar@ yahoogroups. com] 
On Behalf Of Elaine
Sent: 09 Juni 2008 16:02
To: obrolan-bandar@ yahoogroups. com
Subject: Re: 

Re: [obrolan-bandar] Re:BLTA - Q1 2008 Result Astounding (hati-hati FAKTANYA)

[antonius martono salim]

terima kasih pak JV atas penerangannya, saya ada pertanyaan sedikit berdasarkan 
daily research KZ yang saya terima juga dari milist kenaikan profit luar 
biasanya dikarenakan ada other income dari Chembulk meskipun belum diketahui 
apa sebenarnya dari other income tersebut? (bikin penasaran rada fishy)
lalu operating profit pak JV bilang hanya 200M apakah itu sudah termasuk 
consolidasian dari Chembulk?
sorry pak banyak nanya nih, baru belajar... thanks before

- Original Message 
From: Jhon Veter <[EMAIL PROTECTED]>
To: obrolan-bandar@yahoogroups.com
Sent: Thursday, 15 May, 2008 5:00:22 PM
Subject: [obrolan-bandar] Re:BLTA - Q1 2008 Result Astounding (hati-hati 
FAKTANYA)


 
Cuma agak harus hati-hati pak Antonius. Peningkatan laba bersih pada q1 
terutama ditopang dengan perubahan nilai wajar obligasi konversi ….. Apakah 
bisa terulang di Q2,3, dan 4 ??? Jadi perhitungan PER nya tidak bisa memakai 
angka disetahunkan, harus ada justifikasi lagi.
 
Faktanya sebenarnya dibalik cerita BLTA adalah laba bersih yang “hanya” dari 
usaha BLTA cuma berkisar 200 M saja (diluar konversi)…. Belum lagi obligasi 
konversi ini dijamin dengan saham loh…. Artinya akan memberikan efek dilusi 
kepada para pemilik saham saat ini jika para pemegang hak obligasi 
menukarkannya dengan saham (seiring peningkatan harga saham). Belum lagi secara 
tersirat terlihat laba sebesar 200 M masih lebih kecil dibandingkan kewajiban 
obligasi sebesar Rp 300 M…. Weleh. So , must be carefull. Maybe not for invest 
anymore on this stock.
 
Memang secara teknikal BLTA bisa dibeli…. Tembus downtrend dengan vol besar. 
Cuma sekali lagi laporan keuangannya ibarat air. 
 
 
Regards
 
 
JV
 
 
 
 
BLTA - Q1 2008 Result Astounding 
Posted by: "antonius martono salim" martonosalim@ yahoo.co. uk   martonosalim 
Thu May 15, 2008 1:51 am (PDT) 
hello i'm a young player in stock, has been long as OB member yet not so 
active. but really learn a lot from the seniors over here.
just received from this milist a forward daily from kim eng securities about 
BLTA q1 result which is very interesting and today hike +10% is just the 
beginning. still very cheap according to me. 
 since BLTA reports 515% increase on Net Income. new EPS Q1 = Rp 208,- which if 
we annualized = Rp 832,- or PER 2.58x at current price 2150. this makes BLTA 
the cheapest shipping company in the world since it peers trade at 8 -12x, FYI 
BLTA 2007 trade at 10 - 15x.
if we take the lowest PE 8x then we will have Rp 6656 as the target price.since 
BLTA has high gearing ratio and volatilty to oil price to half of it ships 
(since almost 50% operational ship are contract base) we will be pesimistic and 
drop the PE to 4 or 5x then we will still have 3328 or 4160 as the target 
price. 
please comment i'm affraid i'm wrong. thanks
  


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Re: [obrolan-bandar] BLTA - Q1 2008 Result Astounding

[antonius martono salim]

yup itu dia... karena belum dapat laporan keuangan aslinya baru dapat dari 
daily research. ada yang punya bisa tolong dibagi, btw one time charge itu 
maksudnya pendapatan yang berasal dari mana?


- Original Message 
From: Bangbang K W <[EMAIL PROTECTED]>
To: obrolan-bandar@yahoogroups.com
Sent: Thursday, 15 May, 2008 4:21:51 PM
Subject: Re: [obrolan-bandar] BLTA - Q1 2008 Result Astounding


Ada one time charge sebesar Rp917milyar, kalau cuman dari operating profit, 
paling 2x Q1 07 sekitaran Rp80,- kalau disetahunkan cuman Rp320,- jadi MRQ PER 
mestinya cuman 6.8x


On Thu, May 15, 2008 at 3:51 PM, antonius martono salim  wrote:

hello i'm a young player in stock, has been long as OB member yet not so 
active. but really learn a lot from the seniors over here.
just received from this milist a forward daily from kim eng securities about 
BLTA q1 result which is very interesting and today hike +10% is just the 
beginning. still very cheap according to me. 
 since BLTA reports 515% increase on Net Income. new EPS Q1 = Rp 208,- which if 
we annualized = Rp 832,- or PER 2.58x at current price 2150. this makes BLTA 
the cheapest shipping company in the world since it peers trade at 8 -12x, FYI 
BLTA 2007 trade at 10 - 15x.
if we take the lowest PE 8x then we will have Rp 6656 as the target price.since 
BLTA has high gearing ratio and volatilty to oil price to half of it ships 
(since almost 50% operational ship are contract base) we will be pesimistic and 
drop the PE to 4 or 5x then we will still have 3328 or 4160 as the target 
price. 
 
please comment i'm affraid i'm wrong. thanks
 

Sent from Yahoo! Mail. 
A Smarter Email. 
 


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[obrolan-bandar] BLTA - Q1 2008 Result Astounding

[antonius martono salim]

hello i'm a young player in stock, has been long as OB member yet not so 
active. but really learn a lot from the seniors over here.
just received from this milist a forward daily from kim eng securities about 
BLTA q1 result which is very interesting and today hike +10% is just the 
beginning. still very cheap according to me. 
 since BLTA reports 515% increase on Net Income. new EPS Q1 = Rp 208,- which if 
we annualized = Rp 832,- or PER 2.58x at current price 2150. this makes BLTA 
the cheapest shipping company in the world since it peers trade at 8 -12x, FYI 
BLTA 2007 trade at 10 - 15x.
if we take the lowest PE 8x then we will have Rp 6656 as the target price.since 
BLTA has high gearing ratio and volatilty to oil price to half of it ships 
(since almost 50% operational ship are contract base) we will be pesimistic and 
drop the PE to 4 or 5x then we will still have 3328 or 4160 as the target 
price. 
please comment i'm affraid i'm wrong. thanks


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A Smarter Email http://uk.docs.yahoo.com/nowyoucan.html

RE: [obrolan-bandar] MSCI - saham Indonesia

[antonius martono salim]

may 31, 07 itu the latest release yah?? BLTA berarti sdh keluar dari MSCI 
index? sejak kapan ya? thnks
  

Sunowo Dwijanarko <[EMAIL PROTECTED]> wrote:
  kalo gak salah ini yg a/o May 31, 07


  



-
  From: "Julius Halim (Oom)" <[EMAIL PROTECTED]>
Reply-To: obrolan-bandar@yahoogroups.com
To: "obrolan-bandar" 
Subject: [obrolan-bandar] MSCI - saham Indonesia
Date: Thu, 23 Aug 2007 10:28:49 +0700

  Rekan Milis mohon bantuan informasi mengenai data MSCI saham 
Indonesia dapat diakses diwebsite apa dan saham2 Indonesia apa saja yang masuk 
MSCI. Thx 
   
  






  
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[obrolan-bandar] UNVR - Too Expensive, OVERBOUGHT??!! Time to Short!??

[antonius martono salim]

hari ini ada demo buruh, apakah semua terjebak macet...      gimana nih ya UNVR hari ini masih ada aja yang nekat beli.. padahal valuasinya udah kemahalan gitu.. jadi tergoda untuk ngeshort aja..     gimana pendapat para senior mengenai UNVR     regardsSend instant messages to your online friends http://uk.messenger.yahoo.com 




  
  
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