[obrolan-bandar] BLTA - Q1 2008 Result Astounding
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 http://uk.docs.yahoo.com/nowyoucan.html
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 [EMAIL PROTECTED] 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! Mailhttp://us.rd.yahoo.com/mailuk/taglines/isp/control/*http://us.rd.yahoo.com/evt=52418/*http://uk.docs.yahoo.com/nowyoucan.html. A Smarter Email.
Re: [obrolan-bandar] BLTA - Q1 2008 Result Astounding
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 martonosalim@ yahoo.co. uk 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. __ Sent from Yahoo! Mail. A Smarter Email http://uk.docs.yahoo.com/nowyoucan.html
