[obrolan-bandar] Re: Presenting the case for LSIP and SGRO (20% and 30% upside potentials respectively)
udah telat infonya, udah terbeng tuh dua saham... --- In obrolan-bandar@yahoogroups.com, James Liem [EMAIL PROTECTED] wrote: Credit Suisse upgraded their CPO price forecast to RM 2700/tonne from RM 2500/tonne for 2008 and has resulted in a (positive) 16% change of AALI's 08E EPS from previous forecast. Hence, Credit Suisse upgraded AALI's target price to Rp 24,000/sh and during Friday's trading, AALI reached an all-time high of Rp 23,600/sh. At its target price, AALI will be trading at 18.5x of its 08E EPS. For this reason, we believe it is appropriate to use Credit Suisse's forecasts for other plantation companies like LSIP and SGRO. If LSIP and SGRO were to trade at par (in terms of valuation) with AALI, we could see 45% and 56% upside for both counters. Even, under the not-so-good scenario (EPS growth of only 12% and PER of 16x 08E EPS), LSIP and SGRO can still provide 20% and 30% upside potentials respectively. See attached Excel file for valuation matrix. Cheers __ Do You Yahoo!? Tired of spam? Yahoo! Mail has the best spam protection around http://mail.yahoo.com
Re: [obrolan-bandar] Re: Presenting the case for LSIP and SGRO (20% and 30% upside potentials respectively)
Maaf Bp/Ibu yth anda terlambat melihat dgn kacamata sbg apa INVESTOR or TRADER Tjuan sy berbagi informasi2 research yg didapatkan adalah sbg salah satu alat u/ para rekan2 berinvestasi dgn baik benar , semua yg ada hasil akhirnya ada di tangan kita sendir Bp/Ibu yg terhormat menrut sy u/ saham2 BC atau 2nd liner yg berfundamental bagus tdk ada kata terlambat dalam berinvestasi , yg ada hanya Momentum yang tepat kapan kita harus masuk keluar dari market hal ini yg s/d sekarang sy harus masih banyak belajar dgn para senior di milis2 yg ada , maaf jika pola pikir ini kurang tepat mohon u/ dikoreksi Regards laven_28 [EMAIL PROTECTED] wrote: udah telat infonya, udah terbeng tuh dua saham... --- In obrolan-bandar@yahoogroups.com, James Liem [EMAIL PROTECTED] wrote: Credit Suisse upgraded their CPO price forecast to RM 2700/tonne from RM 2500/tonne for 2008 and has resulted in a (positive) 16% change of AALI's 08E EPS from previous forecast. Hence, Credit Suisse upgraded AALI's target price to Rp 24,000/sh and during Friday's trading, AALI reached an all-time high of Rp 23,600/sh. At its target price, AALI will be trading at 18.5x of its 08E EPS. For this reason, we believe it is appropriate to use Credit Suisse's forecasts for other plantation companies like LSIP and SGRO. If LSIP and SGRO were to trade at par (in terms of valuation) with AALI, we could see 45% and 56% upside for both counters. Even, under the not-so-good scenario (EPS growth of only 12% and PER of 16x 08E EPS), LSIP and SGRO can still provide 20% and 30% upside potentials respectively. See attached Excel file for valuation matrix. Cheers __ Do You Yahoo!? Tired of spam? Yahoo! Mail has the best spam protection around http://mail.yahoo.com __ Do You Yahoo!? Tired of spam? Yahoo! Mail has the best spam protection around http://mail.yahoo.com
Re: [obrolan-bandar] Re: Presenting the case for LSIP and SGRO (20% and 30% upside potentials respectively)
Posting anda untuk hasil riset sangat-sangat bermanfaat. Kita harus menghargai kebaikan orang. Thanks Pak James. On 10/30/07, James Liem [EMAIL PROTECTED] wrote: Maaf Bp/Ibu yth anda terlambat melihat dgn kacamata sbg apa INVESTOR or TRADER Tjuan sy berbagi informasi2 research yg didapatkan adalah sbg salah satu alat u/ para rekan2 berinvestasi dgn baik benar , semua yg ada hasil akhirnya ada di tangan kita sendir Bp/Ibu yg terhormat menrut sy u/ saham2 BC atau 2nd liner yg berfundamental bagus tdk ada kata terlambat dalam berinvestasi , yg ada hanya Momentum yang tepat kapan kita harus masuk keluar dari market hal ini yg s/d sekarang sy harus masih banyak belajar dgn para senior di milis2 yg ada , maaf jika pola pikir ini kurang tepat mohon u/ dikoreksi Regards *laven_28 [EMAIL PROTECTED]* wrote: udah telat infonya, udah terbeng tuh dua saham... --- In obrolan-bandar@yahoogroups.com obrolan-bandar%40yahoogroups.com, James Liem [EMAIL PROTECTED] wrote: Credit Suisse upgraded their CPO price forecast to RM 2700/tonne from RM 2500/tonne for 2008 and has resulted in a (positive) 16% change of AALI's 08E EPS from previous forecast. Hence, Credit Suisse upgraded AALI's target price to Rp 24,000/sh and during Friday's trading, AALI reached an all-time high of Rp 23,600/sh. At its target price, AALI will be trading at 18.5x of its 08E EPS. For this reason, we believe it is appropriate to use Credit Suisse's forecasts for other plantation companies like LSIP and SGRO. If LSIP and SGRO were to trade at par (in terms of valuation) with AALI, we could see 45% and 56% upside for both counters. Even, under the not-so-good scenario (EPS growth of only 12% and PER of 16x 08E EPS), LSIP and SGRO can still provide 20% and 30% upside potentials respectively. See attached Excel file for valuation matrix. Cheers __ Do You Yahoo!? Tired of spam? Yahoo! Mail has the best spam protection around http://mail.yahoo.com __ Do You Yahoo!? Tired of spam? Yahoo! Mail has the best spam protection around http://mail.yahoo.com
Re: [obrolan-bandar] Re: Presenting the case for LSIP and SGRO (20% and 30% upside potentials respectively)
Target Price LSIP Rel Date Broker TP Recomm 07/05/07 DX 7,900 Buy 15/05/07 AK 6,800 Neutral 19/06/07 IF 6,300 Hold 06/07/07 BW 9,000 Buy 31/07/07 BK 8,000 Overweight 31/07/07 Goldman Sachs 7,900 Buy 08/08/07 OD 4,900 Hold 28/08/07 Citigroup 9,450 Buy 21/09/07 RX 8,500 Outperform 25/09/07 YU 8,275 Outperform 03/10/07 DP 6,600 Hold 26/10/07 CS 9,100 Outperform 30/10/07 KZ 13,600 Buy Target Price SGRO Rel Date Broker TP Recomm 21/08/07 CC 2,800 Buy 25/09/07 YU 3,190 Outperform 26/10/07 CS 2,900 Outperform 30/10/07 KZ 3,300 Buy * dari berbagai sumber -- Salam ALX™
