[obrolan-bandar] Re: SPO BLTA mundur lagi ?
YES ! You're right, but buyback yg tahun lalu sudah dicadangkan untuk Convertible Bonds bahkan sebagian besar sdh di konversi jadi saham --- In obrolan-bandar@yahoogroups.com, "redyherinantoalb" <[EMAIL PROTECTED]> wrote: > > Jangan lupa, sebelum program buyback yang sekarang, dulu juga ada > program buyback di harga bawah, waktu masih seribuan, itu treasury > stock yang mau dijual ada juga founder shares yang di > tawarkan... > > Redy > > --- In obrolan-bandar@yahoogroups.com, "spr_serpong" > wrote: > > > > If dikatakan : the company has only completed c.100m shares or > c.25% > > of allowed numbers of shares to be bought back thus another 300m > > shares still outstanding. > > > > jadi kalo 300m shares itu di buyback dlm waktu 30 hari kerja atau > > sampai akhir oktober artinya tiap hari harus buyback 10m shares > atau > > 20.000 lot, mungkinkah dilakukan ? > > > > so. isu nya ada benernya juga nih... > > > > > > --- In obrolan-bandar@yahoogroups.com, "hermanlatief" > > wrote: > > > > > > --- In obrolan-bandar@yahoogroups.com, "mbahqu" wrote: > > > > > > > > Isu yg beredar, SPO BLTA mundur dari rencana Oktober 2006. > > > > Apa ada yg punya info yg melengkapi ? > > > > > > > kayaknya nggak , ini saya lampirkan report punya DBS > > > > > > �� Story: Proposed offering in SGX has been > amended, > > canceling > > > the issuance 5% new shares, such that the offering would only > > > comprise of treasury shares of up to 410m shares, and possibly in > > > conjunction with placement of founder shares. > > > �� Point: This should have no impact at all, as > the > > objective of > > > secondary listing is to unlock its book value rather than to > raise > > > more capital. > > > �� Relevance: We maintain our Strong Buy rating on > > BLTA with > > > target price of IDR3,000, with further catalyst beside the > > imminent > > > secondary listing - of robust q-o-q improvement in the 3Q > financial > > > performance, as strong recovery in oil tanker rates has been > > > evidenced from its lows in the 2Q, and renewed contract prices > for > > > chemical tankers effective in this quarter. We share the > company's > > > view of bullish chemical rates in 07 given expected shift of > > > significant cargo volumes to higher grade IMO II chemical > vessels on > > > the back of new regulations. > > > > > > What are the changes? The company has amended its proposed > > > offering in the SGX, eliminating the issuance of 5% new shares > > > without pre-emptive rights, thus the initial offering would only > > > come from the treasury stocks arising from current buyback > > > program of up to 410m shares (10% of total outstanding) and > > > possibly in conjunction with placement of founder shares of > > > another 410m shares. This is good news in our view, as previously > > > the company has been at odds with the stock exchange authority, > > > as traditionally the 5% new shares issuance is allocated for a > > > private placement with a 12-month lock up period, instead of a > > > public offering. > > > Why the secondary listing? Worthy of note is that the objective > of > > > the secondary listing is to 1) unlock company's book value, as > > > assets would be marked to market (FY06 P/BV should drop to > > > estimated 1.4x from current 2.7x), thus allowing BLTA to further > > > leverage for its expansion, and 2) obtain more favorable > > > valuations by expanding its audience base, rather than an > exercise > > > to re-capitalize. BLTA's cash position is strong as the company > > > should receive around USD135m in cash arising from the sale- > > > andleaseback > > > of three chemical tankers, booking extraordinary gain > > > of USD54m, thus lending a hand to its expansion plan particularly > > > as BLTA has entered the new FPSO business segment. > > > Nevertheless, there is potential gain to be made from the > offering > > > of the treasury stocks, assuming average buyback price of > > > IDR2,300/share, there is c.IDR41bn potential gain or 3% of 06 net > > > profits. > > > > > > How much can we expect? We understand that the secondary listing > is > > > imminent, with book > > > building likely to be carried out
[obrolan-bandar] Re: SPO BLTA mundur lagi ?
If dikatakan : the company has only completed c.100m shares or c.25% of allowed numbers of shares to be bought back thus another 300m shares still outstanding. jadi kalo 300m shares itu di buyback dlm waktu 30 hari kerja atau sampai akhir oktober artinya tiap hari harus buyback 10m shares atau 20.000 lot, mungkinkah dilakukan ? so. isu nya ada benernya juga nih... --- In obrolan-bandar@yahoogroups.com, "hermanlatief" <[EMAIL PROTECTED]> wrote: > > --- In obrolan-bandar@yahoogroups.com, "mbahqu" wrote: > > > > Isu yg beredar, SPO BLTA mundur dari rencana Oktober 2006. > > Apa ada yg punya info yg melengkapi ? > > > kayaknya nggak , ini saya lampirkan report punya DBS > > �� Story: Proposed offering in SGX has been amended, canceling > the issuance 5% new shares, such that the offering would only > comprise of treasury shares of up to 410m shares, and possibly in > conjunction with placement of founder shares. > �� Point: This should have no impact at all, as the objective of > secondary listing is to unlock its book value rather than to raise > more capital. > �� Relevance: We maintain our Strong Buy rating on BLTA with > target price of IDR3,000, with further catalyst beside the imminent > secondary listing - of robust q-o-q improvement in the 3Q financial > performance, as strong recovery in oil tanker rates has been > evidenced from its lows in the 2Q, and renewed contract prices for > chemical tankers effective in this quarter. We share the company's > view of bullish chemical rates in 07 given expected shift of > significant cargo volumes to higher grade IMO II chemical vessels on > the back of new regulations. > > What are the changes? The company has amended its proposed > offering in the SGX, eliminating the issuance of 5% new shares > without pre-emptive rights, thus the initial offering would only > come from the treasury stocks arising from current buyback > program of up to 410m shares (10% of total outstanding) and > possibly in conjunction with placement of founder shares of > another 410m shares. This is good news in our view, as previously > the company has been at odds with the stock exchange authority, > as traditionally the 5% new shares issuance is allocated for a > private placement with a 12-month lock up period, instead of a > public offering. > Why the secondary listing? Worthy of note is that the objective of > the secondary listing is to 1) unlock company's book value, as > assets would be marked to market (FY06 P/BV should drop to > estimated 1.4x from current 2.7x), thus allowing BLTA to further > leverage for its expansion, and 2) obtain more favorable > valuations by expanding its audience base, rather than an exercise > to re-capitalize. BLTA's cash position is strong as the company > should receive around USD135m in cash arising from the sale- > andleaseback > of three chemical tankers, booking extraordinary gain > of USD54m, thus lending a hand to its expansion plan particularly > as BLTA has entered the new FPSO business segment. > Nevertheless, there is potential gain to be made from the offering > of the treasury stocks, assuming average buyback price of > IDR2,300/share, there is c.IDR41bn potential gain or 3% of 06 net > profits. > > How much can we expect? We understand that the secondary listing is > imminent, with book > building likely to be carried out by the end of this month and the > actual listing by mid next month. > The company is said to aim for 9.0x PER for the offering compared to > current valuation of 6.7x FY07 > PER. We think 8.0x PER is more likely and should be achievable, > translating to share price of IDR2,400 > around SGD41cents or 18% upside from the current market price. > Supporting the share price > would be the current buyback program in place, of which the company > has only completed c.100m > shares or c.25% of allowed numbers of shares to be bought back > thus another 300m shares still > outstanding. > Yahoo! Groups Links <*> To visit your group on the web, go to: http://groups.yahoo.com/group/obrolan-bandar/ <*> Your email settings: Individual Email | Traditional <*> To change settings online go to: http://groups.yahoo.com/group/obrolan-bandar/join (Yahoo! ID required) <*> To change settings via email: mailto:[EMAIL PROTECTED] mailto:[EMAIL PROTECTED] <*> To unsubscribe from this group, send an email to: [EMAIL PROTECTED] <*> Your use of Yahoo! Groups is subject to: http://docs.yahoo.com/info/terms/
[obrolan-bandar] HINDARI Shipping Sector !!!
Persaingan tidak sehat yang cenderung mematikan melanda sektor pelayaran, baik untuk container, oil maupun bulk carrier Tarif kapal kontainer anjlok 50% JAKARTA: Persaingan yang cenderung tidak sehat antarperusahaan operator kapal kontainer pada rute domestik menyebabkan tarif anjlok hingga 50% dari tarif pasar sebelumnya. "Kini perang tarif sudah saling mematikan antara sesama operator kapal dalam satu rute," kata Budhi Halim, Ketua Bidang Pengembangan Industri Pelayaran DPP Indonesia National Shipowners Association (INSA) kepada Bisnis, kemarin. Menurut dia, perang tarif itu akibat kelangkaan muatan yang berlangsung sejak awal tahun ini dan hingga kini kondisinya masih belum normal, bahkan muatan terus merosot. Seharusnya, lanjutnya, saat muatan langka seperti sekarang ini perusahaan operator kapal bersatu agar tarif di pasar normal kembali. Budhi mengatakan jumlah ruang kapal dengan jumlah muatan yang tersedia kini sudah tidak seimbang. "Artinya ruang kapal lebih besar dari jumlah muatan." Berdasarkan informasi dari sejumlah perusahaan pelayaran, tarif kapal kontainer rute domestik turun hingga 50%. Tarif rute Jakarta-Padang yang sebelumnya Rp5,5 juta untuk kontainer ukuran 20 kaki, kini tinggal Rp3,5 juta. Sementara tarif Jakarta-Pekanbaru turun dari Rp6 juta menjadi Rp3 juta untuk kontainer ukuran yang sama. Yahoo! Groups Sponsor ~--> Yahoo! Groups gets a make over. See the new email design. http://us.click.yahoo.com/XISQkA/lOaOAA/yQLSAA/zMEolB/TM ~-> Yahoo! Groups Links <*> To visit your group on the web, go to: http://groups.yahoo.com/group/obrolan-bandar/ <*> To unsubscribe from this group, send an email to: [EMAIL PROTECTED] <*> Your use of Yahoo! Groups is subject to: http://docs.yahoo.com/info/terms/
[obrolan-bandar] TMAS dan Pasukan Retail
Hari ini bandar yg menggoreng TMAS udah pada ngacir dasar chicken. Masa depan TMAS akan ditentukan oleh kegigihan pasaukan retail yang berspekulasi menjelang laporan 1H06 dg net profit growth 28% yang rencana dikeluarkan pada akhir July. Saksikan episode berikutnya di Bioskop TMAS pada jam bursa Yahoo! Groups Sponsor ~--> Something is new at Yahoo! Groups. Check out the enhanced email design. http://us.click.yahoo.com/SISQkA/gOaOAA/yQLSAA/zMEolB/TM ~-> Yahoo! Groups Links <*> To visit your group on the web, go to: http://groups.yahoo.com/group/obrolan-bandar/ <*> To unsubscribe from this group, send an email to: [EMAIL PROTECTED] <*> Your use of Yahoo! Groups is subject to: http://docs.yahoo.com/info/terms/
[obrolan-bandar] Hati-Hati TMAS !!!
hati hati maen TMAS, bandarnya sdh pada keluar Yahoo! Groups Sponsor ~--> See what's inside the new Yahoo! Groups email. http://us.click.yahoo.com/2pRQfA/bOaOAA/yQLSAA/zMEolB/TM ~-> Yahoo! Groups Links <*> To visit your group on the web, go to: http://groups.yahoo.com/group/obrolan-bandar/ <*> To unsubscribe from this group, send an email to: [EMAIL PROTECTED] <*> Your use of Yahoo! Groups is subject to: http://docs.yahoo.com/info/terms/
[obrolan-bandar] Re: TMAS kok turun terus
bursa memang terbukti benar benar dibandarin... beritanya nggak bagus eh...malah dinaekin. Mau kemana TMAS setelah ini? yg pasti CP, LS udah kabur one day doank... info tambahan berkaitan dg TMAS dikutip dari harian BI :. .. biaya operasi kapal yang terus membengkak akibat naiknya harga bunker," ujar Adrian Marthianus, Kepala Cabang PT Djakarta Lloyd kepada Bisnis kemarin. Menurut dia, perang tarif angkutan kontainer domestik saat ini terjadi akibat kelangkaan muatan secara drastis dalam tiga bulan terakhir. Berdasarkan informasi dari kalangan pengusaha jasa pengurusan transportasi (JPT), tarif angkutan kontainer rute Tanjung Priok- Belawan pekan ini sudah mencapai titik terendah, "Kenyataan di lapangan, kata dia, perang tarif yang saling mematikan antarperusahaan pelayaran semakin memprihatinkan. "Tarif di pasar sudah di luar kewajaran, sehingga kami tidak mampu lagi menutup biaya bahan bakar minyak yang tinggi." Menurut Thantawi, kedua rute tersebut termasuk jalur gemuk terutama untuk muatan dari Jakarta, tapi untuk muatan balik tetap selalu kosong. Sementara itu, Budi Mulyono Rachman, Kepala Cabang PT Meratus Lines Pelabuhan Tanjung Priok, mengatakan sangat sulit untuk menaikkan tarif angkutan kontainer domestik. > > Hari ini TMAS naik 80 perak dengan highest 880; artinya > Penurunan sejak (23/6) hingga (10/7) selama 12 hari bursa yang > membuat para Trader Harap-Harap Cemas takut TMAS ada apa2nya karena > tidak naik2; DIKEBUT dalam sehari oleh Bandar. > Coba kalau mengikuti logika pasar, berarti Bandar yang JUALAN > kemarin hari ini sedang MELONGO. > Hehehe.. > > Ya begitulah kalau Bandar sudah ADA maunya .sudah MAIN maksudnya. > Tunggulah kalau Indeks BEJ yang DIGEBRAK . > Kayaknya tebakan saya meleset soal waktunya . > > Salam > Yahoo! Groups Sponsor ~--> Yahoo! Groups gets a make over. See the new email design. http://us.click.yahoo.com/XISQkA/lOaOAA/yQLSAA/zMEolB/TM ~-> Yahoo! Groups Links <*> To visit your group on the web, go to: http://groups.yahoo.com/group/obrolan-bandar/ <*> To unsubscribe from this group, send an email to: [EMAIL PROTECTED] <*> Your use of Yahoo! Groups is subject to: http://docs.yahoo.com/info/terms/
[obrolan-bandar] Re: TMAS kok turun terus
info tambahan berkaitan dg TMAS dikutip dari harian BI :. .. biaya operasi kapal yang terus membengkak akibat naiknya harga bunker," ujar Adrian Marthianus, Kepala Cabang PT Djakarta Lloyd kepada Bisnis kemarin. Menurut dia, perang tarif angkutan kontainer domestik saat ini terjadi akibat kelangkaan muatan secara drastis dalam tiga bulan terakhir. Berdasarkan informasi dari kalangan pengusaha jasa pengurusan transportasi (JPT), tarif angkutan kontainer rute Tanjung Priok- Belawan pekan ini sudah mencapai titik terendah, "Kenyataan di lapangan, kata dia, perang tarif yang saling mematikan antarperusahaan pelayaran semakin memprihatinkan. "Tarif di pasar sudah di luar kewajaran, sehingga kami tidak mampu lagi menutup biaya bahan bakar minyak yang tinggi." Menurut Thantawi, kedua rute tersebut termasuk jalur gemuk terutama untuk muatan dari Jakarta, tapi untuk muatan balik tetap selalu kosong. Sementara itu, Budi Mulyono Rachman, Kepala Cabang PT Meratus Lines Pelabuhan Tanjung Priok, mengatakan sangat sulit untuk menaikkan tarif angkutan kontainer domestik. --- In obrolan-bandar@yahoogroups.com, "spr_serpong" <[EMAIL PROTECTED]> wrote: > > denger dengernya sih... fundamentalnya kepukul gara gara bunker cost > nya naik, lagian... perdagangan antar pulaunya lagi sepi pi pi. > > > > --- In obrolan-bandar@yahoogroups.com, Dragon Lee > wrote: > > > > Bung Oentoeng, Mbah, Pak Eka, > > TMAS kenapa digebuk terus. Kalau melihat volume nya yg sangat > kecil, spt nya TMAS sengaja diturunkan, supaya bisa dibeli murah oleh > kolektor nya, kemudian setelah barang terkumpul, baru harga digoreng > naik. > > Sering dijual di harga bid cuma 1 lot doang. > > Apa ada insider information yg negatif shg harga terus turun? > > Kalau dilihat dari kinerja keuangan nya harga skrg itu sdh super > murah. > > Betul gak Bro? Pls advise > > > > Salam, > > DL > > > > > > > > > > - > > Yahoo! Messenger with Voice. Make PC-to-Phone Calls to the US (and > 30+ countries) for 2¢/min or less. > > > Yahoo! Groups Sponsor ~--> Great things are happening at Yahoo! Groups. See the new email design. http://us.click.yahoo.com/TISQkA/hOaOAA/yQLSAA/zMEolB/TM ~-> Yahoo! Groups Links <*> To visit your group on the web, go to: http://groups.yahoo.com/group/obrolan-bandar/ <*> To unsubscribe from this group, send an email to: [EMAIL PROTECTED] <*> Your use of Yahoo! Groups is subject to: http://docs.yahoo.com/info/terms/
[obrolan-bandar] Re: TMAS kok turun terus
denger dengernya sih... fundamentalnya kepukul gara gara bunker cost nya naik, lagian... perdagangan antar pulaunya lagi sepi pi pi. --- In obrolan-bandar@yahoogroups.com, Dragon Lee <[EMAIL PROTECTED]> wrote: > > Bung Oentoeng, Mbah, Pak Eka, > TMAS kenapa digebuk terus. Kalau melihat volume nya yg sangat kecil, spt nya TMAS sengaja diturunkan, supaya bisa dibeli murah oleh kolektor nya, kemudian setelah barang terkumpul, baru harga digoreng naik. > Sering dijual di harga bid cuma 1 lot doang. > Apa ada insider information yg negatif shg harga terus turun? > Kalau dilihat dari kinerja keuangan nya harga skrg itu sdh super murah. > Betul gak Bro? Pls advise > > Salam, > DL > > > > > - > Yahoo! Messenger with Voice. Make PC-to-Phone Calls to the US (and 30+ countries) for 2¢/min or less. > Yahoo! Groups Sponsor ~--> Check out the new improvements in Yahoo! Groups email. http://us.click.yahoo.com/6pRQfA/fOaOAA/yQLSAA/zMEolB/TM ~-> Yahoo! Groups Links <*> To visit your group on the web, go to: http://groups.yahoo.com/group/obrolan-bandar/ <*> To unsubscribe from this group, send an email to: [EMAIL PROTECTED] <*> Your use of Yahoo! Groups is subject to: http://docs.yahoo.com/info/terms/
[obrolan-bandar] BLTA tunda SPO
BLTA dipastikan menunda pelaksanaan SPO di SGX sampai 3Q06. Penundaan ini akan disampaikan pada RUPSLB pada 21 Juni 2006 Yahoo! Groups Sponsor ~--> Check out the new improvements in Yahoo! Groups email. http://us.click.yahoo.com/DEOZVC/fOaOAA/cosFAA/zMEolB/TM ~-> Yahoo! Groups Links <*> To visit your group on the web, go to: http://groups.yahoo.com/group/obrolan-bandar/ <*> To unsubscribe from this group, send an email to: [EMAIL PROTECTED] <*> Your use of Yahoo! Groups is subject to: http://docs.yahoo.com/info/terms/
[obrolan-bandar] Buy TLKM
Moody's menaikkan rating TLKM, sedangkan untuk ISAT diturunkan Yahoo! Groups Sponsor ~--> Protect your PC from spy ware with award winning anti spy technology. It's free. http://us.click.yahoo.com/97bhrC/LGxNAA/yQLSAA/zMEolB/TM ~-> Yahoo! Groups Links <*> To visit your group on the web, go to: http://groups.yahoo.com/group/obrolan-bandar/ <*> To unsubscribe from this group, send an email to: [EMAIL PROTECTED] <*> Your use of Yahoo! Groups is subject to: http://docs.yahoo.com/info/terms/
[obrolan-bandar] ADHI is it good ?
setelah memenangkan tender di Dubai, ADHI akan mendapat lagi proyek monorel di Saudi Arabia Yahoo! Groups Sponsor ~--> Protect your PC from spy ware with award winning anti spy technology. It's free. http://us.click.yahoo.com/97bhrC/LGxNAA/yQLSAA/zMEolB/TM ~-> Yahoo! Groups Links <*> To visit your group on the web, go to: http://groups.yahoo.com/group/obrolan-bandar/ <*> To unsubscribe from this group, send an email to: [EMAIL PROTECTED] <*> Your use of Yahoo! Groups is subject to: http://docs.yahoo.com/info/terms/
[obrolan-bandar] Buy BMRI
Dalam bulan Juni ini nampaknya masalah Kiani akan segera selesai dan ini berarti akan menurunkan NPL dari BMRI. Strong BUY target 2.500 Yahoo! Groups Sponsor ~--> Everything you need is one click away. Make Yahoo! your home page now. http://us.click.yahoo.com/AHchtC/4FxNAA/yQLSAA/zMEolB/TM ~-> Yahoo! Groups Links <*> To visit your group on the web, go to: http://groups.yahoo.com/group/obrolan-bandar/ <*> To unsubscribe from this group, send an email to: [EMAIL PROTECTED] <*> Your use of Yahoo! Groups is subject to: http://docs.yahoo.com/info/terms/
[obrolan-bandar] APOL Right Issue
Untuk membiayai ekpansi usaha dengan pembelian kapal, APOL mempertimbangkan untuk melakukan right issue. Mengenai harga pelaksanaan dan rasio, masih dalam tahap finalisasi. Dalam 2 bulan terakhir ini, broker asing membukukan net sell yang cukup besar di saham APOL Yahoo! Groups Sponsor ~--> Get to your groups with one click. Know instantly when new email arrives http://us.click.yahoo.com/.7bhrC/MGxNAA/yQLSAA/zMEolB/TM ~-> Yahoo! Groups Links <*> To visit your group on the web, go to: http://groups.yahoo.com/group/obrolan-bandar/ <*> To unsubscribe from this group, send an email to: [EMAIL PROTECTED] <*> Your use of Yahoo! Groups is subject to: http://docs.yahoo.com/info/terms/
[obrolan-bandar] TMAS !!!
IHSG jatuh ketimpa tangga, tapi harga saham TMAS kagak berubah, belum lagi deviden tunai dan deviden sahamnya. Come on guys...hajar nih saham TMAS Yahoo! Groups Sponsor ~--> Home is just a click away. Make Yahoo! your home page now. http://us.click.yahoo.com/DHchtC/3FxNAA/yQLSAA/zMEolB/TM ~-> Yahoo! Groups Links <*> To visit your group on the web, go to: http://groups.yahoo.com/group/obrolan-bandar/ <*> To unsubscribe from this group, send an email to: [EMAIL PROTECTED] <*> Your use of Yahoo! Groups is subject to: http://docs.yahoo.com/info/terms/
