Re: [ob] Re: To billy : terawang ptba dong :)
Sent from my BlackBerry® powered by Sinyal Kuat INDOSAT -Original Message- From: billy_budiman92 billybudima...@yahoo.com Date: Mon, 10 Aug 2009 08:33:25 To: obrolan-bandar@yahoogroups.com Subject: [ob] Re: To Mbah : Kenapa ITMG turun terus? lha iye,, emang betul ke 22 rb, mungkin tadi koma I gak keliatan kali ya, maksud I di 25,400 itu resist baru skrg, wakakkakaaa GBU --- In obrolan-bandar@yahoogroups.com, calon trader hebat trader.he...@... wrote: Bill, Downgrade-nya bukan ke 22 rb ? kalo ga salah sih 25400 level cut loss * * * * *Credit Suisse - Indo Tambangraya Megah - Pricing in the acquisition?* â— ITMG’s share prices have risen and outperformed its peers with the recent news that the company is bidding for a 51% stake in the non-listed Berau Coal. â— Assets of Berau Coal should be a good complement to Banpu’s given their location, size and quality. However, in our view, it is too early to start pricing the deal in ITMG’s share price. The bidding is reported to be competitive. â— Next data point is 2Q09’s results announcement on 11 August. We expect net profit to fall from US$102 mn to US$52 mn as mark-to-market swap gain in 1Q09 turned to loss in 2Q09 as spot prices rise. We expect core net profit to fall QoQ from US$78 mn to US$61 mn due to lower prices. ITMG should be on track to reach our profit forecast for FY09. â— We see the acquisition as a potential catalyst but we prefer to price in more conservatively. *Short-term upside may be limited as* *the market may be pricing in a successful acquisition too early*. Maintain OUTPERFORM with target price at Rp22,000.._,_. 2009/8/10 billy_budiman92 billybudima...@... ITMG masih kena pengaruh downgrade TP, 25,400 akan jadi resist kuat di ITMG, chart belum oversold banget, masih ada kemungkinan ke 23,700 untuk pullback --- In obrolan-bandar@yahoogroups.com obrolan-bandar%40yahoogroups.com, Pingin Untung pinginuntung@ wrote: Mbah, kenapa ITMG susah sekali naiknya? Malah turun terus sementara yang lainnya pada naik. Stock ITMG saya nyangkut di level 26ribua-an. Apakah ITMG boleh hajar kanan pada kondisi ini Mbah? Pada level berapa? Banyak terima kasih untuk saran Embah.
[ob] Re: To billy : terawang ptba dong :)
bentar ya ambil teropong dulu, hhehehehheee PTBA same like ITMG, PTBA gagal break 14,050 sehingga harus koreksi dulu, tapi PTBA punya support kuat di 13,500 yang kuat selama 4 hari ini kalau break 13,000 ini kemungkinan akan membawa PTBA turun lagi, secara indikator ini semua masih overbought dan baru reversal, jadi masih bearish in short term GBU --- In obrolan-bandar@yahoogroups.com, mike_...@... wrote: Sent from my BlackBerry® powered by Sinyal Kuat INDOSAT -Original Message- From: billy_budiman92 billybudima...@... Date: Mon, 10 Aug 2009 08:33:25 To: obrolan-bandar@yahoogroups.com Subject: [ob] Re: To Mbah : Kenapa ITMG turun terus? lha iye,, emang betul ke 22 rb, mungkin tadi koma I gak keliatan kali ya, maksud I di 25,400 itu resist baru skrg, wakakkakaaa GBU --- In obrolan-bandar@yahoogroups.com, calon trader hebat trader.hebat@ wrote: Bill, Downgrade-nya bukan ke 22 rb ? kalo ga salah sih 25400 level cut loss * * * * *Credit Suisse - Indo Tambangraya Megah - Pricing in the acquisition?* ââ ITMGââ¬â¢s share prices have risen and outperformed its peers with the recent news that the company is bidding for a 51% stake in the non-listed Berau Coal. ââ Assets of Berau Coal should be a good complement to Banpuââ¬â¢s given their location, size and quality. However, in our view, it is too early to start pricing the deal in ITMGââ¬â¢s share price. The bidding is reported to be competitive. ââ Next data point is 2Q09ââ¬â¢s results announcement on 11 August. We expect net profit to fall from US$102 mn to US$52 mn as mark-to-market swap gain in 1Q09 turned to loss in 2Q09 as spot prices rise. We expect core net profit to fall QoQ from US$78 mn to US$61 mn due to lower prices. ITMG should be on track to reach our profit forecast for FY09. ââ We see the acquisition as a potential catalyst but we prefer to price in more conservatively. *Short-term upside may be limited as* *the market may be pricing in a successful acquisition too early*. Maintain OUTPERFORM with target price at Rp22,000.._,_. 2009/8/10 billy_budiman92 billybudiman20@ ITMG masih kena pengaruh downgrade TP, 25,400 akan jadi resist kuat di ITMG, chart belum oversold banget, masih ada kemungkinan ke 23,700 untuk pullback --- In obrolan-bandar@yahoogroups.com obrolan-bandar%40yahoogroups.com, Pingin Untung pinginuntung@ wrote: Mbah, kenapa ITMG susah sekali naiknya? Malah turun terus sementara yang lainnya pada naik. Stock ITMG saya nyangkut di level 26ribua-an. Apakah ITMG boleh hajar kanan pada kondisi ini Mbah? Pada level berapa? Banyak terima kasih untuk saran Embah.
Re: [ob] Re: To billy : terawang ptba dong :)
Bil, kalo trub gimana .. Msh on the track? Trend up? Rgy Ysp Sent from my BlackBerry® powered by Sinyal Kuat INDOSAT -Original Message- From: billy_budiman92 billybudima...@yahoo.com Date: Mon, 10 Aug 2009 09:07:00 To: obrolan-bandar@yahoogroups.com Subject: [ob] Re: To billy : terawang ptba dong :) bentar ya ambil teropong dulu, hhehehehheee PTBA same like ITMG, PTBA gagal break 14,050 sehingga harus koreksi dulu, tapi PTBA punya support kuat di 13,500 yang kuat selama 4 hari ini kalau break 13,000 ini kemungkinan akan membawa PTBA turun lagi, secara indikator ini semua masih overbought dan baru reversal, jadi masih bearish in short term GBU --- In obrolan-bandar@yahoogroups.com, mike_...@... wrote: Sent from my BlackBerry® powered by Sinyal Kuat INDOSAT -Original Message- From: billy_budiman92 billybudima...@... Date: Mon, 10 Aug 2009 08:33:25 To: obrolan-bandar@yahoogroups.com Subject: [ob] Re: To Mbah : Kenapa ITMG turun terus? lha iye,, emang betul ke 22 rb, mungkin tadi koma I gak keliatan kali ya, maksud I di 25,400 itu resist baru skrg, wakakkakaaa GBU --- In obrolan-bandar@yahoogroups.com, calon trader hebat trader.hebat@ wrote: Bill, Downgrade-nya bukan ke 22 rb ? kalo ga salah sih 25400 level cut loss * * * * *Credit Suisse - Indo Tambangraya Megah - Pricing in the acquisition?* ââ€Â� ITMG’s share prices have risen and outperformed its peers with the recent news that the company is bidding for a 51% stake in the non-listed Berau Coal. ââ€Â� Assets of Berau Coal should be a good complement to Banpu’s given their location, size and quality. However, in our view, it is too early to start pricing the deal in ITMG’s share price. The bidding is reported to be competitive. ââ€Â� Next data point is 2Q09’s results announcement on 11 August. We expect net profit to fall from US$102 mn to US$52 mn as mark-to-market swap gain in 1Q09 turned to loss in 2Q09 as spot prices rise. We expect core net profit to fall QoQ from US$78 mn to US$61 mn due to lower prices. ITMG should be on track to reach our profit forecast for FY09. ââ€Â� We see the acquisition as a potential catalyst but we prefer to price in more conservatively. *Short-term upside may be limited as* *the market may be pricing in a successful acquisition too early*. Maintain OUTPERFORM with target price at Rp22,000.._,_. 2009/8/10 billy_budiman92 billybudiman20@ ITMG masih kena pengaruh downgrade TP, 25,400 akan jadi resist kuat di ITMG, chart belum oversold banget, masih ada kemungkinan ke 23,700 untuk pullback --- In obrolan-bandar@yahoogroups.com obrolan-bandar%40yahoogroups.com, Pingin Untung pinginuntung@ wrote: Mbah, kenapa ITMG susah sekali naiknya? Malah turun terus sementara yang lainnya pada naik. Stock ITMG saya nyangkut di level 26ribua-an. Apakah ITMG boleh hajar kanan pada kondisi ini Mbah? Pada level berapa? Banyak terima kasih untuk saran Embah. + + + + + + + Mohon saat meREPLY posting, text dari posting lama dihapus kecuali diperlukan agar CONTEXTnya jelas. + + + + + + +Yahoo! Groups Links + + + + + + + Mohon saat meREPLY posting, text dari posting lama dihapus kecuali diperlukan agar CONTEXTnya jelas. + + + + + + +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:obrolan-bandar-dig...@yahoogroups.com mailto:obrolan-bandar-fullfeatu...@yahoogroups.com * To unsubscribe from this group, send an email to: obrolan-bandar-unsubscr...@yahoogroups.com * Your use of Yahoo! Groups is subject to: http://docs.yahoo.com/info/terms/
[ob] Re: To billy : terawang ptba dong :)
TRUB is on track, jenderal aje 200 hari kamis, hehehheee secara technical sih, support 188 udah ditembus dengan ok dan juga volume yang besar, tinggal menuju next stop di 198 dulu, cuma bisanya kalau udah deket2 198, ditarik ampe 200, hahahhahaaa --- In obrolan-bandar@yahoogroups.com, yanpha...@... wrote: Bil, kalo trub gimana .. Msh on the track? Trend up? Rgy Ysp Sent from my BlackBerry® powered by Sinyal Kuat INDOSAT -Original Message- From: billy_budiman92 billybudima...@... Date: Mon, 10 Aug 2009 09:07:00 To: obrolan-bandar@yahoogroups.com Subject: [ob] Re: To billy : terawang ptba dong :) bentar ya ambil teropong dulu, hhehehehheee PTBA same like ITMG, PTBA gagal break 14,050 sehingga harus koreksi dulu, tapi PTBA punya support kuat di 13,500 yang kuat selama 4 hari ini kalau break 13,000 ini kemungkinan akan membawa PTBA turun lagi, secara indikator ini semua masih overbought dan baru reversal, jadi masih bearish in short term GBU --- In obrolan-bandar@yahoogroups.com, mike_bun@ wrote: Sent from my BlackBerry® powered by Sinyal Kuat INDOSAT -Original Message- From: billy_budiman92 billybudiman20@ Date: Mon, 10 Aug 2009 08:33:25 To: obrolan-bandar@yahoogroups.com Subject: [ob] Re: To Mbah : Kenapa ITMG turun terus? lha iye,, emang betul ke 22 rb, mungkin tadi koma I gak keliatan kali ya, maksud I di 25,400 itu resist baru skrg, wakakkakaaa GBU --- In obrolan-bandar@yahoogroups.com, calon trader hebat trader.hebat@ wrote: Bill, Downgrade-nya bukan ke 22 rb ? kalo ga salah sih 25400 level cut loss * * * * *Credit Suisse - Indo Tambangraya Megah - Pricing in the acquisition?* ââ ITMGââ¬â¢s share prices have risen and outperformed its peers with the recent news that the company is bidding for a 51% stake in the non-listed Berau Coal. ââ Assets of Berau Coal should be a good complement to Banpuââ¬â¢s given their location, size and quality. However, in our view, it is too early to start pricing the deal in ITMGââ¬â¢s share price. The bidding is reported to be competitive. ââ Next data point is 2Q09ââ¬â¢s results announcement on 11 August. We expect net profit to fall from US$102 mn to US$52 mn as mark-to-market swap gain in 1Q09 turned to loss in 2Q09 as spot prices rise. We expect core net profit to fall QoQ from US$78 mn to US$61 mn due to lower prices. ITMG should be on track to reach our profit forecast for FY09. ââ We see the acquisition as a potential catalyst but we prefer to price in more conservatively. *Short-term upside may be limited as* *the market may be pricing in a successful acquisition too early*. Maintain OUTPERFORM with target price at Rp22,000.._,_. 2009/8/10 billy_budiman92 billybudiman20@ ITMG masih kena pengaruh downgrade TP, 25,400 akan jadi resist kuat di ITMG, chart belum oversold banget, masih ada kemungkinan ke 23,700 untuk pullback --- In obrolan-bandar@yahoogroups.com obrolan-bandar%40yahoogroups.com, Pingin Untung pinginuntung@ wrote: Mbah, kenapa ITMG susah sekali naiknya? Malah turun terus sementara yang lainnya pada naik. Stock ITMG saya nyangkut di level 26ribua-an. Apakah ITMG boleh hajar kanan pada kondisi ini Mbah? Pada level berapa? Banyak terima kasih untuk saran Embah. + + + + + + + Mohon saat meREPLY posting, text dari posting lama dihapus kecuali diperlukan agar CONTEXTnya jelas. + + + + + + +Yahoo! Groups Links
Re: [ob] Re: To billy : terawang ptba dong :)
Ths yah bil,hehehe Sent from my BlackBerry® powered by Sinyal Kuat INDOSAT -Original Message- From: billy_budiman92 billybudima...@yahoo.com Date: Mon, 10 Aug 2009 09:07:00 To: obrolan-bandar@yahoogroups.com Subject: [ob] Re: To billy : terawang ptba dong :) bentar ya ambil teropong dulu, hhehehehheee PTBA same like ITMG, PTBA gagal break 14,050 sehingga harus koreksi dulu, tapi PTBA punya support kuat di 13,500 yang kuat selama 4 hari ini kalau break 13,000 ini kemungkinan akan membawa PTBA turun lagi, secara indikator ini semua masih overbought dan baru reversal, jadi masih bearish in short term GBU --- In obrolan-bandar@yahoogroups.com, mike_...@... wrote: Sent from my BlackBerry® powered by Sinyal Kuat INDOSAT -Original Message- From: billy_budiman92 billybudima...@... Date: Mon, 10 Aug 2009 08:33:25 To: obrolan-bandar@yahoogroups.com Subject: [ob] Re: To Mbah : Kenapa ITMG turun terus? lha iye,, emang betul ke 22 rb, mungkin tadi koma I gak keliatan kali ya, maksud I di 25,400 itu resist baru skrg, wakakkakaaa GBU --- In obrolan-bandar@yahoogroups.com, calon trader hebat trader.hebat@ wrote: Bill, Downgrade-nya bukan ke 22 rb ? kalo ga salah sih 25400 level cut loss * * * * *Credit Suisse - Indo Tambangraya Megah - Pricing in the acquisition?* ââ€Â ITMG’s share prices have risen and outperformed its peers with the recent news that the company is bidding for a 51% stake in the non-listed Berau Coal. ââ€Â Assets of Berau Coal should be a good complement to Banpu’s given their location, size and quality. However, in our view, it is too early to start pricing the deal in ITMG’s share price. The bidding is reported to be competitive. ââ€Â Next data point is 2Q09’s results announcement on 11 August. We expect net profit to fall from US$102 mn to US$52 mn as mark-to-market swap gain in 1Q09 turned to loss in 2Q09 as spot prices rise. We expect core net profit to fall QoQ from US$78 mn to US$61 mn due to lower prices. ITMG should be on track to reach our profit forecast for FY09. ââ€Â We see the acquisition as a potential catalyst but we prefer to price in more conservatively. *Short-term upside may be limited as* *the market may be pricing in a successful acquisition too early*. Maintain OUTPERFORM with target price at Rp22,000.._,_. 2009/8/10 billy_budiman92 billybudiman20@ ITMG masih kena pengaruh downgrade TP, 25,400 akan jadi resist kuat di ITMG, chart belum oversold banget, masih ada kemungkinan ke 23,700 untuk pullback --- In obrolan-bandar@yahoogroups.com obrolan-bandar%40yahoogroups.com, Pingin Untung pinginuntung@ wrote: Mbah, kenapa ITMG susah sekali naiknya? Malah turun terus sementara yang lainnya pada naik. Stock ITMG saya nyangkut di level 26ribua-an. Apakah ITMG boleh hajar kanan pada kondisi ini Mbah? Pada level berapa? Banyak terima kasih untuk saran Embah.
Re: [ob] Re: To billy : terawang ptba dong :)
Thx yah Bil.. Sent from my BlackBerry® powered by Sinyal Kuat INDOSAT -Original Message- From: billy_budiman92 billybudima...@yahoo.com Date: Mon, 10 Aug 2009 09:19:37 To: obrolan-bandar@yahoogroups.com Subject: [ob] Re: To billy : terawang ptba dong :) TRUB is on track, jenderal aje 200 hari kamis, hehehheee secara technical sih, support 188 udah ditembus dengan ok dan juga volume yang besar, tinggal menuju next stop di 198 dulu, cuma bisanya kalau udah deket2 198, ditarik ampe 200, hahahhahaaa --- In obrolan-bandar@yahoogroups.com, yanpha...@... wrote: Bil, kalo trub gimana .. Msh on the track? Trend up? Rgy Ysp Sent from my BlackBerry® powered by Sinyal Kuat INDOSAT -Original Message- From: billy_budiman92 billybudima...@... Date: Mon, 10 Aug 2009 09:07:00 To: obrolan-bandar@yahoogroups.com Subject: [ob] Re: To billy : terawang ptba dong :) bentar ya ambil teropong dulu, hhehehehheee PTBA same like ITMG, PTBA gagal break 14,050 sehingga harus koreksi dulu, tapi PTBA punya support kuat di 13,500 yang kuat selama 4 hari ini kalau break 13,000 ini kemungkinan akan membawa PTBA turun lagi, secara indikator ini semua masih overbought dan baru reversal, jadi masih bearish in short term GBU --- In obrolan-bandar@yahoogroups.com, mike_bun@ wrote: Sent from my BlackBerry® powered by Sinyal Kuat INDOSAT -Original Message- From: billy_budiman92 billybudiman20@ Date: Mon, 10 Aug 2009 08:33:25 To: obrolan-bandar@yahoogroups.com Subject: [ob] Re: To Mbah : Kenapa ITMG turun terus? lha iye,, emang betul ke 22 rb, mungkin tadi koma I gak keliatan kali ya, maksud I di 25,400 itu resist baru skrg, wakakkakaaa GBU --- In obrolan-bandar@yahoogroups.com, calon trader hebat trader.hebat@ wrote: Bill, Downgrade-nya bukan ke 22 rb ? kalo ga salah sih 25400 level cut loss * * * * *Credit Suisse - Indo Tambangraya Megah - Pricing in the acquisition?* ââ€Â� ITMG’s share prices have risen and outperformed its peers with the recent news that the company is bidding for a 51% stake in the non-listed Berau Coal. ââ€Â� Assets of Berau Coal should be a good complement to Banpu’s given their location, size and quality. However, in our view, it is too early to start pricing the deal in ITMG’s share price. The bidding is reported to be competitive. ââ€Â� Next data point is 2Q09’s results announcement on 11 August. We expect net profit to fall from US$102 mn to US$52 mn as mark-to-market swap gain in 1Q09 turned to loss in 2Q09 as spot prices rise. We expect core net profit to fall QoQ from US$78 mn to US$61 mn due to lower prices. ITMG should be on track to reach our profit forecast for FY09. ââ€Â� We see the acquisition as a potential catalyst but we prefer to price in more conservatively. *Short-term upside may be limited as* *the market may be pricing in a successful acquisition too early*. Maintain OUTPERFORM with target price at Rp22,000.._,_. 2009/8/10 billy_budiman92 billybudiman20@ ITMG masih kena pengaruh downgrade TP, 25,400 akan jadi resist kuat di ITMG, chart belum oversold banget, masih ada kemungkinan ke 23,700 untuk pullback --- In obrolan-bandar@yahoogroups.com obrolan-bandar%40yahoogroups.com, Pingin Untung pinginuntung@ wrote: Mbah, kenapa ITMG susah sekali naiknya? Malah turun terus sementara yang lainnya pada naik. Stock ITMG saya nyangkut di level 26ribua-an. Apakah ITMG boleh hajar kanan pada kondisi ini Mbah? Pada level berapa? Banyak terima kasih untuk saran Embah. + + + + + + + Mohon saat meREPLY posting, text dari posting lama dihapus kecuali diperlukan agar CONTEXTnya jelas. + + + + + + +Yahoo! Groups Links + + + + + + + Mohon saat meREPLY posting, text dari posting lama dihapus kecuali diperlukan agar CONTEXTnya jelas. + + + + + + +Yahoo! Groups Links + + + + + + + Mohon saat meREPLY posting, text dari posting lama dihapus kecuali diperlukan agar CONTEXTnya jelas. + + + + + + +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:obrolan-bandar-dig...@yahoogroups.com mailto:obrolan-bandar-fullfeatu...@yahoogroups.com * To unsubscribe from this group, send an email to: obrolan-bandar-unsubscr...@yahoogroups.com * Your use of Yahoo
[ob] Re: To billy : terawang ptba dong :)
You're welcome. GBU too. :D --- In obrolan-bandar@yahoogroups.com, yanpha...@... wrote: Thx yah Bil.. Sent from my BlackBerry® powered by Sinyal Kuat INDOSAT -Original Message- From: billy_budiman92 billybudima...@... Date: Mon, 10 Aug 2009 09:19:37 To: obrolan-bandar@yahoogroups.com Subject: [ob] Re: To billy : terawang ptba dong :) TRUB is on track, jenderal aje 200 hari kamis, hehehheee secara technical sih, support 188 udah ditembus dengan ok dan juga volume yang besar, tinggal menuju next stop di 198 dulu, cuma bisanya kalau udah deket2 198, ditarik ampe 200, hahahhahaaa --- In obrolan-bandar@yahoogroups.com, yanphansp@ wrote: Bil, kalo trub gimana .. Msh on the track? Trend up? Rgy Ysp Sent from my BlackBerry® powered by Sinyal Kuat INDOSAT -Original Message- From: billy_budiman92 billybudiman20@ Date: Mon, 10 Aug 2009 09:07:00 To: obrolan-bandar@yahoogroups.com Subject: [ob] Re: To billy : terawang ptba dong :) bentar ya ambil teropong dulu, hhehehehheee PTBA same like ITMG, PTBA gagal break 14,050 sehingga harus koreksi dulu, tapi PTBA punya support kuat di 13,500 yang kuat selama 4 hari ini kalau break 13,000 ini kemungkinan akan membawa PTBA turun lagi, secara indikator ini semua masih overbought dan baru reversal, jadi masih bearish in short term GBU --- In obrolan-bandar@yahoogroups.com, mike_bun@ wrote: Sent from my BlackBerry® powered by Sinyal Kuat INDOSAT -Original Message- From: billy_budiman92 billybudiman20@ Date: Mon, 10 Aug 2009 08:33:25 To: obrolan-bandar@yahoogroups.com Subject: [ob] Re: To Mbah : Kenapa ITMG turun terus? lha iye,, emang betul ke 22 rb, mungkin tadi koma I gak keliatan kali ya, maksud I di 25,400 itu resist baru skrg, wakakkakaaa GBU --- In obrolan-bandar@yahoogroups.com, calon trader hebat trader.hebat@ wrote: Bill, Downgrade-nya bukan ke 22 rb ? kalo ga salah sih 25400 level cut loss * * * * *Credit Suisse - Indo Tambangraya Megah - Pricing in the acquisition?* ââ ITMGââ¬â¢s share prices have risen and outperformed its peers with the recent news that the company is bidding for a 51% stake in the non-listed Berau Coal. ââ Assets of Berau Coal should be a good complement to Banpuââ¬â¢s given their location, size and quality. However, in our view, it is too early to start pricing the deal in ITMGââ¬â¢s share price. The bidding is reported to be competitive. ââ Next data point is 2Q09ââ¬â¢s results announcement on 11 August. We expect net profit to fall from US$102 mn to US$52 mn as mark-to-market swap gain in 1Q09 turned to loss in 2Q09 as spot prices rise. We expect core net profit to fall QoQ from US$78 mn to US$61 mn due to lower prices. ITMG should be on track to reach our profit forecast for FY09. ââ We see the acquisition as a potential catalyst but we prefer to price in more conservatively. *Short-term upside may be limited as* *the market may be pricing in a successful acquisition too early*. Maintain OUTPERFORM with target price at Rp22,000.._,_. 2009/8/10 billy_budiman92 billybudiman20@ ITMG masih kena pengaruh downgrade TP, 25,400 akan jadi resist kuat di ITMG, chart belum oversold banget, masih ada kemungkinan ke 23,700 untuk pullback --- In obrolan-bandar@yahoogroups.com obrolan-bandar%40yahoogroups.com, Pingin Untung pinginuntung@ wrote: Mbah, kenapa ITMG susah sekali naiknya? Malah turun terus sementara yang lainnya pada naik. Stock ITMG saya nyangkut di level 26ribua-an. Apakah ITMG boleh hajar kanan pada kondisi ini Mbah? Pada level berapa? Banyak terima kasih untuk saran Embah. + + + + + + + Mohon saat meREPLY posting, text dari posting lama dihapus kecuali diperlukan agar CONTEXTnya jelas. + + + + + + +Yahoo! Groups Links + + + + + + + Mohon saat meREPLY posting, text dari posting lama dihapus kecuali diperlukan agar CONTEXTnya jelas. + + + + + + +Yahoo! Groups Links
Re: [ob] Re: To billy : terawang ptba dong :)
dewa gmana yah, koq naeknya dikit2 tiap hari --- On Mon, 8/10/09, billy_budiman92 billybudima...@yahoo.com wrote: From: billy_budiman92 billybudima...@yahoo.com Subject: [ob] Re: To billy : terawang ptba dong :) To: obrolan-bandar@yahoogroups.com Date: Monday, August 10, 2009, 4:19 PM TRUB is on track, jenderal aje 200 hari kamis, hehehheee secara technical sih, support 188 udah ditembus dengan ok dan juga volume yang besar, tinggal menuju next stop di 198 dulu, cuma bisanya kalau udah deket2 198, ditarik ampe 200, hahahhahaaa --- In obrolan-bandar@ yahoogroups. com, yanpha...@.. . wrote: Bil, kalo trub gimana .. Msh on the track? Trend up? Rgy Ysp Sent from my BlackBerry® powered by Sinyal Kuat INDOSAT -Original Message- From: billy_budiman92 billybudiman20@ ... Date: Mon, 10 Aug 2009 09:07:00 To: obrolan-bandar@ yahoogroups. com Subject: [ob] Re: To billy : terawang ptba dong :) bentar ya ambil teropong dulu, hhehehehheee PTBA same like ITMG, PTBA gagal break 14,050 sehingga harus koreksi dulu, tapi PTBA punya support kuat di 13,500 yang kuat selama 4 hari ini kalau break 13,000 ini kemungkinan akan membawa PTBA turun lagi, secara indikator ini semua masih overbought dan baru reversal, jadi masih bearish in short term GBU --- In obrolan-bandar@ yahoogroups. com, mike_bun@ wrote: Sent from my BlackBerry® powered by Sinyal Kuat INDOSAT -Original Message- From: billy_budiman92 billybudiman20@ Date: Mon, 10 Aug 2009 08:33:25 To: obrolan-bandar@ yahoogroups. com Subject: [ob] Re: To Mbah : Kenapa ITMG turun terus? lha iye,, emang betul ke 22 rb, mungkin tadi koma I gak keliatan kali ya, maksud I di 25,400 itu resist baru skrg, wakakkakaaa GBU --- In obrolan-bandar@ yahoogroups. com, calon trader hebat trader.hebat@ wrote: Bill, Downgrade-nya bukan ke 22 rb ? kalo ga salah sih 25400 level cut loss * * * * *Credit Suisse - Indo Tambangraya Megah - Pricing in the acquisition? * ââ€Â� ITMG’s share prices have risen and outperformed its peers with the recent news that the company is bidding for a 51% stake in the non-listed Berau Coal. ââ€Â� Assets of Berau Coal should be a good complement to Banpu’s given their location, size and quality. However, in our view, it is too early to start pricing the deal in ITMG’s share price. The bidding is reported to be competitive. ââ€Â� Next data point is 2Q09’s results announcement on 11 August. We expect net profit to fall from US$102 mn to US$52 mn as mark-to-market swap gain in 1Q09 turned to loss in 2Q09 as spot prices rise. We expect core net profit to fall QoQ from US$78 mn to US$61 mn due to lower prices. ITMG should be on track to reach our profit forecast for FY09. ââ€Â� We see the acquisition as a potential catalyst but we prefer to price in more conservatively. *Short-term upside may be limited as* *the market may be pricing in a successful acquisition too early*. Maintain OUTPERFORM with target price at Rp22,000.._, _. 2009/8/10 billy_budiman92 billybudiman20@ ITMG masih kena pengaruh downgrade TP, 25,400 akan jadi resist kuat di ITMG, chart belum oversold banget, masih ada kemungkinan ke 23,700 untuk pullback --- In obrolan-bandar@ yahoogroups. com obrolan-bandar% 40yahoogroups. com, Pingin Untung pinginuntung@ wrote: Mbah, kenapa ITMG susah sekali naiknya? Malah turun terus sementara yang lainnya pada naik. Stock ITMG saya nyangkut di level 26ribua-an. Apakah ITMG boleh hajar kanan pada kondisi ini Mbah? Pada level berapa? Banyak terima kasih untuk saran Embah. - - -- + + + + + + + Mohon saat meREPLY posting, text dari posting lama dihapus kecuali diperlukan agar CONTEXTnya jelas. + + + + + + +Yahoo! Groups Links
[ob] Re: To billy : terawang ptba dong :)
DEWA masih dalam tahap akumulasi, tembus 250 baru ok, kesian DEWA sama ELTY, hehehehe lambat bener jalannya --- In obrolan-bandar@yahoogroups.com, raynaldo yonathan raynal...@... wrote: dewa gmana yah, koq naeknya dikit2 tiap hari --- On Mon, 8/10/09, billy_budiman92 billybudima...@... wrote: From: billy_budiman92 billybudima...@... Subject: [ob] Re: To billy : terawang ptba dong :) To: obrolan-bandar@yahoogroups.com Date: Monday, August 10, 2009, 4:19 PM  TRUB is on track, jenderal aje 200 hari kamis, hehehheee secara technical sih, support 188 udah ditembus dengan ok dan juga volume yang besar, tinggal menuju next stop di 198 dulu, cuma bisanya kalau udah deket2 198, ditarik ampe 200, hahahhahaaa --- In obrolan-bandar@ yahoogroups. com, yanphansp@ . wrote: Bil, kalo trub gimana .. Msh on the track? Trend up? Rgy Ysp Sent from my BlackBerry® powered by Sinyal Kuat INDOSAT -Original Message- From: billy_budiman92 billybudiman20@ ... Date: Mon, 10 Aug 2009 09:07:00 To: obrolan-bandar@ yahoogroups. com Subject: [ob] Re: To billy : terawang ptba dong :) bentar ya ambil teropong dulu, hhehehehheee PTBA same like ITMG, PTBA gagal break 14,050 sehingga harus koreksi dulu, tapi PTBA punya support kuat di 13,500 yang kuat selama 4 hari ini kalau break 13,000 ini kemungkinan akan membawa PTBA turun lagi, secara indikator ini semua masih overbought dan baru reversal, jadi masih bearish in short term GBU --- In obrolan-bandar@ yahoogroups. com, mike_bun@ wrote: Sent from my BlackBerryî powered by Sinyal Kuat INDOSAT -Original Message- From: billy_budiman92 billybudiman20@ Date: Mon, 10 Aug 2009 08:33:25 To: obrolan-bandar@ yahoogroups. com Subject: [ob] Re: To Mbah : Kenapa ITMG turun terus? lha iye,, emang betul ke 22 rb, mungkin tadi koma I gak keliatan kali ya, maksud I di 25,400 itu resist baru skrg, wakakkakaaa GBU --- In obrolan-bandar@ yahoogroups. com, calon trader hebat trader.hebat@ wrote: Bill, Downgrade-nya bukan ke 22 rb ? kalo ga salah sih 25400 level cut loss * * * * *Credit Suisse - Indo Tambangraya Megah - Pricing in the acquisition? * âââ¬Ã� ITMGâââ‰â¢s share prices have risen and outperformed its peers with the recent news that the company is bidding for a 51% stake in the non-listed Berau Coal. âââ¬Ã� Assets of Berau Coal should be a good complement to Banpuâââ‰â¢s given their location, size and quality. However, in our view, it is too early to start pricing the deal in ITMGâââ‰â¢s share price. The bidding is reported to be competitive. âââ¬Ã� Next data point is 2Q09âââ‰â¢s results announcement on 11 August. We expect net profit to fall from US$102 mn to US$52 mn as mark-to-market swap gain in 1Q09 turned to loss in 2Q09 as spot prices rise. We expect core net profit to fall QoQ from US$78 mn to US$61 mn due to lower prices. ITMG should be on track to reach our profit forecast for FY09. âââ¬Ã� We see the acquisition as a potential catalyst but we prefer to price in more conservatively. *Short-term upside may be limited as* *the market may be pricing in a successful acquisition too early*. Maintain OUTPERFORM with target price at Rp22,000.._, _. 2009/8/10 billy_budiman92 billybudiman20@ ITMG masih kena pengaruh downgrade TP, 25,400 akan jadi resist kuat di ITMG, chart belum oversold banget, masih ada kemungkinan ke 23,700 untuk pullback --- In obrolan-bandar@ yahoogroups. com obrolan-bandar% 40yahoogroups. com, Pingin Untung pinginuntung@ wrote: Mbah, kenapa ITMG susah sekali naiknya? Malah turun terus sementara yang lainnya pada naik. Stock ITMG saya nyangkut di level 26ribua-an. Apakah ITMG boleh hajar kanan pada kondisi ini Mbah? Pada level berapa? Banyak terima kasih untuk saran Embah. - - -- + + + + + + + Mohon saat meREPLY posting, text dari posting lama dihapus kecuali diperlukan agar CONTEXTnya jelas. + + + + + + +Yahoo! Groups Links
