Alasan utuk short BUMI kemaren.
ML: Much-awaited CIC investment revealed; PO, estimates cut Last week, BUMI revealed that CIC has invested US$1.9bn in a debt-like instrument that carries a 12% coupon p.a. (vs. the 6% BUMI pays on its US$1.2bn debts based on 1Q financials. 2Q not yet released might be higher as BUMI claimed that its current interest cost reached US$50mn, vs. US$7mn in 1Q). To factor in the higher interest costs, we have cut our earnings estimates – 2009 by 4% and 2010 by 14%. Our PO, which is set at 17x 2010E P/E, also down 15% to Rp3,400, implying a US$80/t coal price. --- Pada Sen, 28/9/09, jsx_consultant <jsx-consult...@centrin.net.id> menulis: > Dari: jsx_consultant <jsx-consult...@centrin.net.id> > Judul: [ob] Re: Short Selling, Today's trading Opportunity > Kepada: obrolan-bandar@yahoogroups.com > Tanggal: Senin, 28 September, 2009, 9:14 PM > IHSG saat ini +36 tapi berapa banyak > sih yg bisa menang > dengan posisi BELI mengingat tadi pagi IHSG naik terlalu > cepat > (untuk saham BC yah). > > Tapi coba SHORT , nanti kita analisa sesudah penutupan... > > > > --- In obrolan-bandar@yahoogroups.com, > boyzÂŽ <m457...@...> wrote: > > > > Sesi 2? yakin ntar malem DJI turun dalem? > > > > Kalo yakin ntar sesi2 Dow fut merah and Eropa minus > dalem, boleh-2 aja > > nyuruh/rekomen orang untuk nge-short. > > lha kalo ntar regional makin IJO, and eropa Plus > banyak... apa pada ngga > > gosong yg nge-short. > > > > Salam, > > > > > > > > > > 2009/9/29 Elaine Sui <elainesu...@...> > > > > > > > > > > > *Embah tidak salah, cuma posting too early. I > think you should've done it > > > on session 2.* > > > > > > 2009/9/29 Embah <jsx-consult...@...> > > > > > > > > >> > > >> Salah sih biasa, engga usah maap maapan.... > > >> > > >> Logika embah begini: > > >> - Kemarin Bozz salah posisi karena ternyata > DJI rebound. > > >> > > >> Nah kalo Bozz udah salah posisi, biasanya dia > mau mindahin kesalahannya > > >> ama market, jadi SCENARIO akan seperti begini > BIASANYA: > > >> - Dia akan angkat IHSG secepat KILAT (3 menit > IHSG +30) (ini sudah jadi > > >> FAKTA) > > >> - Trader terpaksa akan BELI HARGA ATAS karena > index naik terlalu cepat > > >> (ini juga FAKTA) > > >> > > >> Sesudah itu baru trader DIKERJAIN (mindahin > kesalahan kemarin ke market) > > >> (ini belon > > >> kejadian) > > >> > > >> Sesudah trader dikerjain, baru diangkat lagi > kalo memang rencananya mau > > >> ngangkat. > > >> > > >> IHSG naik lagi +34, BUMI 3275 dicolek lagi > minta DISHORT > > >> > > >> > > >> > > >> > > >> > > >> ------------------------------ > > >> *From:* obrolan-bandar@yahoogroups.com > [mailto: > > >> obrolan-ban...@yahoogroups.com] > *On Behalf Of *JT > > >> *Sent:* Tuesday, September 29, 2009 9:46 AM > > >> *To:* obrolan-bandar@yahoogroups.com > > >> *Cc:* jsxtra...@yahoogroups.com > > >> *Subject:* RE: [ob] Re: Short Selling, > Today's trading Opportunity > > >> > > >> > > >> > > >> Waduhhh, jgn Mbah, lagi mental di > support jangan di Short..., mungkin > > >> maksud Mbah untuk DAY TRADE ya ?..., kalau > utk day trade sih OK.., tapi kalo > > >> swing atau trend trading saya pikir kurang > wise utk short, too close to > > >> support level.., kalau supportnya JEBOL baru > dah bisa kita short.., maap > > >> kalo salah Mbah.. > > >> > > >> JT > > >> > > >> [image: jsc.png] > > >> > > >> -----Original Message----- > > >> From: obrolan-bandar@yahoogroups.com > [mailto: > > >> obrolan-ban...@yahoogroups.com] > On Behalf Of jsx_consultant > > >> Sent: 29 September 2009 9:36 > > >> To: obrolan-bandar@yahoogroups.com > > >> Subject: [ob] Re: Short Selling, Today's > trading Opportunity > > >> > > >> IHSG langsung naik +30 dalam 3 menit !!! > > >> > > >> Ideal banget buat ngeshort... > > >> > > >> --- In obrolan-bandar@yahoogroups.com, > "jsx_consultant" <jsx-consultant@> > > >> wrote: > > >> > > >> > > > >> > > >> > 09:15 > > >> > > >> > > > >> > > >> > Short Selling, Today's trading > Opportunity > > >> > > >> > > > >> > > >> > > > >> > > >> > - Dowjones rebound semalam dan biasanya > IHSG akan ikut rebound. > > >> > > >> > - IHSG akan rebound sekitar 20 sampe 30 > point lalu turun lagi > > >> > > >> > > > >> > > >> > Gunakan momen ini sebagai: > > >> > > >> > 1. Short Selling Opportunity, short saat > IHSG mencapai puncaknya pagi > > >> > > >> > ini, short saham saham yg > lagi reversal (UP Fractal) seperti BUMI > > >> > > >> > 2. Sell On strength opportunity > > >> > > >> > > > >> > > >> > http://www.obrolanbandar.com/piwihsgzzzz.png > > >> > > >> > > > >> > > >> > Note: > > >> > > >> > - Lebih mudah ngeshort dengan tenang > pada puncak IHSG > > >> > > >> > dari pada panik ngejar2 > harga yg naik pagi ini. > > >> > > >> > - Kalo engga bisa short sell, nonton > aja... > > >> > > >> > > > >> > > > >> ------------------------------------ > > >> > > >> + + > > >> > > >> + + + + + > > >> > > >> Mohon saat meREPLY posting, text dari posting > lama dihapus > > >> > > >> kecuali diperlukan agar CONTEXTnya jelas. > > >> > > >> + + + + + > > >> > > >> + +Yahoo! Groups Links > > >> > > >> http://groups.yahoo.com/group/obrolan-bandar/ > > >> > > >> Individual Email | > Traditional > > >> > > >> http://groups.yahoo.com/group/obrolan-bandar/join > > >> > > >> (Yahoo! ID required) > > >> > > >> mailto:obrolan-bandar-dig...@yahoogroups.com > > >> > > >> mailto:obrolan-bandar-fullfeatu...@yahoogroups.com > > >> > > >> obrolan-bandar-unsubscr...@yahoogroups.com > > >> > > >> http://docs.yahoo.com/info/terms/ > > >> > > >> No virus found in this incoming message. > > >> > > >> Checked by AVG - www.avg.com > > >> > > >> Version: 8.5.409 / Virus Database: > 270.13.113/2400 - Release Date: > > >> 09/28/09 05:51:00 > > >> > > >> > > >> > > >> > > > > > > > > > > > > > > > > > > > ------------------------------------ > > + + > + + + + + > Mohon saat meREPLY posting, text dari posting lama dihapus > > kecuali diperlukan agar CONTEXTnya jelas. > + + + + + > + +Yahoo! Groups Links > > > mailto:obrolan-bandar-fullfeatu...@yahoogroups.com > > > Kenapa BBM mesti naik? Apakah tidak ada solusi selain itu? Temukan jawabannya di Yahoo! Answers! http://id.answers.yahoo.com
