RE: [obrolan-bandar] Fw: JP Morgan raised ELTY target price again on the back of strong results, now to Rp 630/sh.....
Makanya teman2, sadarlah bahwa ga ada yang jago termasuk si Bule2, semua ga jauh berbeda sama tukang ramal aja, hahaha... From: Andrew wijaya [mailto:[EMAIL PROTECTED] Sent: 25 Agustus 2007 13:46 To: obrolan-bandar@yahoogroups.com Subject: Re: [obrolan-bandar] Fw: JP Morgan raised ELTY target price again on the back of strong results, now to Rp 630/sh. JANGAN PERCAYA SAMA JP. MORGAN, ITU BROKER KEPLARAT, LIAT PROSPEKTUS BBNI, BK DITUGASI MENJADI AGEN STABLISASI HARGA DGN DANA GREEN SHOEE, ALHASIL BK BUKAN MENJAGA HARGA MALAH IKUT-2 BUANG BARANG. Tentang deviden perusahaan besar, banyak konsep dan pemikiran. Semua bisa dimaklumi dan dipahami. Tidak serta merta perusahaan yg untung besar lalu membagi deviden besar berarti bagus. Tetapi juga harus dilihat going concern itu perusahaan, laba yang besar tidak dibagikan tapi di-invest lagi sehingga menghasilkan laba yg lebih besar akan lebih baik. Ambil contoh perbankan, setiap tahun BMRI atau BBRI mendapatkan laba yg sangat besar, bayangkan bila tidak ada kas yg didistribusikan ke pemegang saham, kas tsb akan menghasilkan laba lagi. Jika dikumulatifkan dgn laba sebelumnya akan menjadi lebih besar. Yg ujungnya nilai perusahaan menjadi lebih besar, sehingga bagian pemegang saham pun menjadi lebih besar. Tapi memang ada sejumlah korporasi yg memiliki untung besar, kas yg besar, tidak ada rencana cooporate action tapi kas tidak digunakan bahkan deviden ke pemegang sahampun terbatas sebagai contoh Tempo Scan dan Samudera Indonesia. Kebetulan belakangan ini SMDR ada membeli armada baru sehingga dapat dimaklumi sdg Tempo Scan, mengelikan. Kebanyakan perusahaan yg untung perusahaan besar, kas besar, tidak ada cooporate action hanya dinikmati pemegang saham pengendali atau manajemen spt mengalihkan untuk pinjaman istimewa atau membeli surat utang yg mungkin masih ada kaitan dgn manajemen atau pemegang saham pengendali. Salam No virus found in this incoming message. Checked by AVG Free Edition. Version: 7.5.484 / Virus Database: 269.12.2/966 - Release Date: 22/08/2007 9:05 No virus found in this outgoing message. Checked by AVG Free Edition. Version: 7.5.484 / Virus Database: 269.12.2/966 - Release Date: 22/08/2007 9:05 <>
Re: [obrolan-bandar] Fw: JP Morgan raised ELTY target price again on the back of strong results, now to Rp 630/sh.....
JANGAN PERCAYA SAMA JP. MORGAN, ITU BROKER KEPLARAT, LIAT PROSPEKTUS BBNI, BK DITUGASI MENJADI AGEN STABLISASI HARGA DGN DANA GREEN SHOEE, ALHASIL BK BUKAN MENJAGA HARGA MALAH IKUT-2 BUANG BARANG. Tentang deviden perusahaan besar, banyak konsep dan pemikiran. Semua bisa dimaklumi dan dipahami. Tidak serta merta perusahaan yg untung besar lalu membagi deviden besar berarti bagus. Tetapi juga harus dilihat going concern itu perusahaan, laba yang besar tidak dibagikan tapi di-invest lagi sehingga menghasilkan laba yg lebih besar akan lebih baik. Ambil contoh perbankan, setiap tahun BMRI atau BBRI mendapatkan laba yg sangat besar, bayangkan bila tidak ada kas yg didistribusikan ke pemegang saham, kas tsb akan menghasilkan laba lagi. Jika dikumulatifkan dgn laba sebelumnya akan menjadi lebih besar. Yg ujungnya nilai perusahaan menjadi lebih besar, sehingga bagian pemegang saham pun menjadi lebih besar. Tapi memang ada sejumlah korporasi yg memiliki untung besar, kas yg besar, tidak ada rencana cooporate action tapi kas tidak digunakan bahkan deviden ke pemegang sahampun terbatas sebagai contoh Tempo Scan dan Samudera Indonesia. Kebetulan belakangan ini SMDR ada membeli armada baru sehingga dapat dimaklumi sdg Tempo Scan, mengelikan. Kebanyakan perusahaan yg untung perusahaan besar, kas besar, tidak ada cooporate action hanya dinikmati pemegang saham pengendali atau manajemen spt mengalihkan untuk pinjaman istimewa atau membeli surat utang yg mungkin masih ada kaitan dgn manajemen atau pemegang saham pengendali. Salam
Re: [obrolan-bandar] Fw: JP Morgan raised ELTY target price again on the back of strong results, now to Rp 630/sh.....
Heran kenapa perusahaan go public laba nya besar2, tp deviden yg di bagi sedikit sekali. Sehingga kita beli saham jrg memperhitungkan deviden. Beda dgn kita invest ke perusahaan2 kecil milik tmn,family,dll. Deviden di bagi sesuai laba usaha. Knp bs gitu?mohon pencerahan nya --- obrolan-bandar@yahoogroups.com <[EMAIL PROTECTED]> wrote: > > > > > --- > - > > > > . Strong 1H07 results, in line: Bakrieland reported 1H07 net income of Rp48 > B; up 175.5% Y/Y. The reported result came in relatively in line with JPMo > rgan's and consensus estimates of > > Rp117 B (41%) and Rp114 B (42%), respectively. Operating profit also grew s > trongly, up 228% Y/Y from Rp16.6 B in 1H06 to Rp54.5 B in 1H07. > > . 2Q07 net income grew by 123% Y/Y: Subtracting the 1Q07 results, 2Q07 net > income expanded by 123% Y/Y and 145% Q/Q. Operating profit also grew strong > ly by 169% Y/Y and 77% Q/Q. > > The low interest rate and project developments have accelerated the revenue > and profit growth during 1H07 and 2Q07. > > . Land acquisition visibility improves; upgrade PT to Rp630: In less than a > month, Bakrieland has managed to acquire 130 ha of land adjacent to its Bo > gor Nirwana residential project. With that, > > we believe the visibility of land acquisition has improved. We think there > is a higher probability now, say about 70%, that the targeted 500ha acquisi > tion by June-08 can be achieved. Hence, we > > incorporate the potential 500ha acquisition in our valuation and raise our > June-08 PT to Rp630; implying 28.6% upside potential. > > . Maintain OW and raise PT to Rp630: With strong results recorded and the b > etter visibility of land acquisition, we maintain our OW rating on Bakriela > nd. Our new Jun-08 price target of > > Rp630 is derived from a combination of DCF and NAV methods. Risks are: (1) > an unexpected interest rate hike; (2) delay in Rasuna Epicentrum project; a > nd (3) delay in land acquisitions. > Fussy? Opinionated? Impossible to please? Perfect. Join Yahoo!'s user panel and lay it on us. http://surveylink.yahoo.com/gmrs/yahoo_panel_invite.asp?a=7
Re: [obrolan-bandar] Fw: JP Morgan raised ELTY target price again on the back of strong results, now to Rp 630/sh.....
--- obrolan-bandar@yahoogroups.com <[EMAIL PROTECTED]> wrote: > > > > > --- > - > > > > . Strong 1H07 results, in line: Bakrieland reported 1H07 net income of Rp48 > B; up 175.5% Y/Y. The reported result came in relatively in line with JPMo > rgan's and consensus estimates of > > Rp117 B (41%) and Rp114 B (42%), respectively. Operating profit also grew s > trongly, up 228% Y/Y from Rp16.6 B in 1H06 to Rp54.5 B in 1H07. > > . 2Q07 net income grew by 123% Y/Y: Subtracting the 1Q07 results, 2Q07 net > income expanded by 123% Y/Y and 145% Q/Q. Operating profit also grew strong > ly by 169% Y/Y and 77% Q/Q. > > The low interest rate and project developments have accelerated the revenue > and profit growth during 1H07 and 2Q07. > > . Land acquisition visibility improves; upgrade PT to Rp630: In less than a > month, Bakrieland has managed to acquire 130 ha of land adjacent to its Bo > gor Nirwana residential project. With that, > > we believe the visibility of land acquisition has improved. We think there > is a higher probability now, say about 70%, that the targeted 500ha acquisi > tion by June-08 can be achieved. Hence, we > > incorporate the potential 500ha acquisition in our valuation and raise our > June-08 PT to Rp630; implying 28.6% upside potential. > > . Maintain OW and raise PT to Rp630: With strong results recorded and the b > etter visibility of land acquisition, we maintain our OW rating on Bakriela > nd. Our new Jun-08 price target of > > Rp630 is derived from a combination of DCF and NAV methods. Risks are: (1) > an unexpected interest rate hike; (2) delay in Rasuna Epicentrum project; a > nd (3) delay in land acquisitions. > Be a better Heartthrob. Get better relationship answers from someone who knows. Yahoo! Answers - Check it out. http://answers.yahoo.com/dir/?link=list&sid=396545433
