Re: Mr T.O.M D.S Re: [ob] Re: kang ocoy, EL, what's going on here?
*For longer-term I prefer MNCN. However BMTR price now and in the near future is likely more attractive. T.o.m* On Tue, Nov 3, 2009 at 3:25 PM, Lucky Trader wrote: > MrTOM, in term of FA, which u prefer BMTR or MNCN ? > > Thx > LT > > On 11/3/09, Tom DS wrote: > > *In range 690-795. (disclaimer On) > > > > > > T.o.m* > > > > > > On Tue, Nov 3, 2009 at 10:38 AM, Ivanka wrote: > > > >> > >> > >> Please share berapa TP mid 2010 utk bmtr? > >> > >> Sent from my iPhone > >> > >> On Nov 3, 2009, at 9:37, Tom DS wrote: > >> > >> > >> > >> *Hi boss.. > >> > >> Yup, my BMTR sejati call is likely to be postponed for longer timeframe. > >> But up to now I still put those target price will be reached at least in > >> mid 2010. > >> I didn't include TPI default on the calculation and some market > downwards > >> adjustment on end of October which brought down the overall PE > multiples. > >> Basicly I am using PE & PBV targetting with some sense of EBITDA > >> targetting > >> methods. > >> > >> I have same view on Indonesian equity market, but I have sense for short > >> period we will still see BUMI on the way to move down one more time. I > >> only > >> want to buy more (after early bought at 2,550) at discount price of > 1,900 > >> or > >> lower as another entry point. So for the mean time, better to invest in > >> other stocks with strong balance sheet and keep paying dividend, also > >> having > >> growth such UNTR, ASII, PTBA and PGAS. > >> > >> > >> T.o.m > >> * > >> > >> > >> On Mon, Nov 2, 2009 at 10:01 PM, wrote: > >> > >>> Earth calling Mr Tom DS > >>> > >>> Just wan't to ask, did u have the same view like Mr Bagus ? > >>> > >>> Note: Your SEJATI Call (BMTR) is not so SEJATI :) > >>> > >>> Thanks > >>> -Original Message- > >>> From: Bagus Putra Perdana > >>> Date: Mon, 2 Nov 2009 21:53:26 > >>> To: > >>> Subject: Re: [ob] Re: kang ocoy, EL, what's going on here? > >>> > >>> I did buy equities today. Situasinya beda ama 2008 dulu kali yah, > >>> ketidakpastian sudah jauh berkurang, profitabilitas perusahaan pada > >>> rate terburuk sudah bisa diukur (Q408-Q109) adalah indikasi performa > >>> paling jelek, tentu kita bisa buat pro-forma worst scenario dari situ. > >>> 1 lg, kita semua experience first hand pasca lehman waktu CDS rate > >>> Indonesia sampe dobel digit en Yield Rf (SUN) sampe bisa ke level > >>> 17-18 % (we bought a lot Rf didnt we?). Nah CDS indonesia pada > >>> historical terbaiknya, Rf skrg susah balik diatas 11 % lg, politik en > >>> ekonomi stabil. So why do i bother merah or ijo harian? Even 2-3 > >>> harian. As long as i bought stocks that yielding FCF matching Rf rate, > >>> i dont mind being taken down to a deeper gulfing wave, yg repot justru > >>> kalo duit inflow balik en saya bingung naro kas kemane, kemane coba? > >>> Deposito cuman segitu, SUN segitu, Obligasi Korporat AA- plg keren > >>> 12.25% skrg, eh ada lewat saham yg FCF yieldnya 10-11%, yg net cash > >>> per sharenya 4-5%, yg manajemennya punya track record bagus ya paling > >>> turun lg ampe brapa sih?! Masuk lah. Terus terang saya gak bisa time > >>> market. Definitely cant, but atleast saya bisa ukur nilai barang under > >>> different business & economic scenario. Likelihood kita hit crisis > >>> udah kecil bgt, kalo equity dipukul sampe mencerminkan level as if dia > >>> kena krisis, would i add or sell my equities? > >>> > >>> On 11/2/09, conx_2003 wrote: > >>> > secara TAL tiap kang ocoy buy, pasti merah dalam > >>> > > >>> > karena kang ocoy mana mau beli di harga mahal? > >>> > > >>> > tentu mereka ada segala cara untuk membuat mereka masuk tanpa > diketahui > >>> > > >>> > so be prepared.. > >>> > > >>> > --- In obrolan-bandar@yahoogroups.com, Ben wrote: > >>> >> > >>> >> make sense. cuman kabar CIT 23 jam lalu bikin situasi kurang enak. > itu > >>> >> aja. thx. > >>> >> > >>> >> On 11/2/09, putera...@... wrote: > >>> >> > Wui. Penjelasan yg sangat logis > >>> >> > Sent from my BlackBerry® > >>> >> > powered by Sinyal Kuat INDOSAT > >>> >> > > >>> >> > -Original Message- > >>> >> > From: "kang_ocoy_maen_saham" > >>> >> > Date: Mon, 02 Nov 2009 07:25:28 > >>> >> > To: > >>> >> > Subject: [ob] Re: kang ocoy, EL, what's going on here? > >>> >> > > >>> >> > Why Should? kecuali Premium Risk Investasi di Indonesia naik, dan > >>> suku > >>> >> > bunga > >>> >> > acuan BI naik, dan Yield SUN naik. > >>> >> > > >>> >> > otherwise No, Big No, every Dip is an entry-point. i keep > re-telling > >>> >> > this. > >>> >> > FCF Yield above Rf, Clean Balance Sheet, Good Management = wicked > >>> >> > opportunity. > >>> >> > > >>> >> > I'm loading equities and selling my Government Bond. > >>> >> > > >>> >> > --- In obrolan-bandar@yahoogroups.com, Ben wrote: > >>> >> >> > >>> >> >> punten kang ocoy n EL, > >>> >> >> > >>> >> >> secara fundamental apa kang ocoy n EL melihat adanya indikator > >>> investor > >>> >> >> lokal harus revisi target ASAP? > >>> >> >> > >>> >> >> thx, > >>> >> >> beny >
Re: Mr T.O.M D.S Re: [ob] Re: kang ocoy, EL, what's going on here?
MrTOM, in term of FA, which u prefer BMTR or MNCN ? Thx LT On 11/3/09, Tom DS wrote: > *In range 690-795. (disclaimer On) > > > T.o.m* > > > On Tue, Nov 3, 2009 at 10:38 AM, Ivanka wrote: > >> >> >> Please share berapa TP mid 2010 utk bmtr? >> >> Sent from my iPhone >> >> On Nov 3, 2009, at 9:37, Tom DS wrote: >> >> >> >> *Hi boss.. >> >> Yup, my BMTR sejati call is likely to be postponed for longer timeframe. >> But up to now I still put those target price will be reached at least in >> mid 2010. >> I didn't include TPI default on the calculation and some market downwards >> adjustment on end of October which brought down the overall PE multiples. >> Basicly I am using PE & PBV targetting with some sense of EBITDA >> targetting >> methods. >> >> I have same view on Indonesian equity market, but I have sense for short >> period we will still see BUMI on the way to move down one more time. I >> only >> want to buy more (after early bought at 2,550) at discount price of 1,900 >> or >> lower as another entry point. So for the mean time, better to invest in >> other stocks with strong balance sheet and keep paying dividend, also >> having >> growth such UNTR, ASII, PTBA and PGAS. >> >> >> T.o.m >> * >> >> >> On Mon, Nov 2, 2009 at 10:01 PM, wrote: >> >>> Earth calling Mr Tom DS >>> >>> Just wan't to ask, did u have the same view like Mr Bagus ? >>> >>> Note: Your SEJATI Call (BMTR) is not so SEJATI :) >>> >>> Thanks >>> -Original Message- >>> From: Bagus Putra Perdana >>> Date: Mon, 2 Nov 2009 21:53:26 >>> To: >>> Subject: Re: [ob] Re: kang ocoy, EL, what's going on here? >>> >>> I did buy equities today. Situasinya beda ama 2008 dulu kali yah, >>> ketidakpastian sudah jauh berkurang, profitabilitas perusahaan pada >>> rate terburuk sudah bisa diukur (Q408-Q109) adalah indikasi performa >>> paling jelek, tentu kita bisa buat pro-forma worst scenario dari situ. >>> 1 lg, kita semua experience first hand pasca lehman waktu CDS rate >>> Indonesia sampe dobel digit en Yield Rf (SUN) sampe bisa ke level >>> 17-18 % (we bought a lot Rf didnt we?). Nah CDS indonesia pada >>> historical terbaiknya, Rf skrg susah balik diatas 11 % lg, politik en >>> ekonomi stabil. So why do i bother merah or ijo harian? Even 2-3 >>> harian. As long as i bought stocks that yielding FCF matching Rf rate, >>> i dont mind being taken down to a deeper gulfing wave, yg repot justru >>> kalo duit inflow balik en saya bingung naro kas kemane, kemane coba? >>> Deposito cuman segitu, SUN segitu, Obligasi Korporat AA- plg keren >>> 12.25% skrg, eh ada lewat saham yg FCF yieldnya 10-11%, yg net cash >>> per sharenya 4-5%, yg manajemennya punya track record bagus ya paling >>> turun lg ampe brapa sih?! Masuk lah. Terus terang saya gak bisa time >>> market. Definitely cant, but atleast saya bisa ukur nilai barang under >>> different business & economic scenario. Likelihood kita hit crisis >>> udah kecil bgt, kalo equity dipukul sampe mencerminkan level as if dia >>> kena krisis, would i add or sell my equities? >>> >>> On 11/2/09, conx_2003 wrote: >>> > secara TAL tiap kang ocoy buy, pasti merah dalam >>> > >>> > karena kang ocoy mana mau beli di harga mahal? >>> > >>> > tentu mereka ada segala cara untuk membuat mereka masuk tanpa diketahui >>> > >>> > so be prepared.. >>> > >>> > --- In obrolan-bandar@yahoogroups.com, Ben wrote: >>> >> >>> >> make sense. cuman kabar CIT 23 jam lalu bikin situasi kurang enak. itu >>> >> aja. thx. >>> >> >>> >> On 11/2/09, putera...@... wrote: >>> >> > Wui. Penjelasan yg sangat logis >>> >> > Sent from my BlackBerry® >>> >> > powered by Sinyal Kuat INDOSAT >>> >> > >>> >> > -Original Message- >>> >> > From: "kang_ocoy_maen_saham" >>> >> > Date: Mon, 02 Nov 2009 07:25:28 >>> >> > To: >>> >> > Subject: [ob] Re: kang ocoy, EL, what's going on here? >>> >> > >>> >> > Why Should? kecuali Premium Risk Investasi di Indonesia naik, dan >>> suku >>> >> > bunga >>> >> > acuan BI naik, dan Yield SUN naik. >>> >> > >>> >> > otherwise No, Big No, every Dip is an entry-point. i keep re-telling >>> >> > this. >>> >> > FCF Yield above Rf, Clean Balance Sheet, Good Management = wicked >>> >> > opportunity. >>> >> > >>> >> > I'm loading equities and selling my Government Bond. >>> >> > >>> >> > --- In obrolan-bandar@yahoogroups.com, Ben wrote: >>> >> >> >>> >> >> punten kang ocoy n EL, >>> >> >> >>> >> >> secara fundamental apa kang ocoy n EL melihat adanya indikator >>> investor >>> >> >> lokal harus revisi target ASAP? >>> >> >> >>> >> >> thx, >>> >> >> beny >>> >> >> >>> >> >> -- >>> >> >> DISCLAIMER: >>> >> >> "I hereby disclaim any responsibility for the currency or accuracy >>> of >>> >> >> the >>> >> >> reported data and/or the performance of the Investments in your >>> >> >> portfolio, >>> >> >> unless performance has exceeded your expectations." >>> >> >> >>> >> > >>> >> > >>> >> > >>> >> > >>> >> >>> >> >>> >> -- >>> >> DISCLAIMER: >>> >> "I hereby disclaim any responsibility for the curr
Re: Mr T.O.M D.S Re: [ob] Re: kang ocoy, EL, what's going on here?
*In range 690-795. (disclaimer On) T.o.m* On Tue, Nov 3, 2009 at 10:38 AM, Ivanka wrote: > > > Please share berapa TP mid 2010 utk bmtr? > > Sent from my iPhone > > On Nov 3, 2009, at 9:37, Tom DS wrote: > > > > *Hi boss.. > > Yup, my BMTR sejati call is likely to be postponed for longer timeframe. > But up to now I still put those target price will be reached at least in > mid 2010. > I didn't include TPI default on the calculation and some market downwards > adjustment on end of October which brought down the overall PE multiples. > Basicly I am using PE & PBV targetting with some sense of EBITDA targetting > methods. > > I have same view on Indonesian equity market, but I have sense for short > period we will still see BUMI on the way to move down one more time. I only > want to buy more (after early bought at 2,550) at discount price of 1,900 or > lower as another entry point. So for the mean time, better to invest in > other stocks with strong balance sheet and keep paying dividend, also having > growth such UNTR, ASII, PTBA and PGAS. > > > T.o.m > * > > > On Mon, Nov 2, 2009 at 10:01 PM, wrote: > >> Earth calling Mr Tom DS >> >> Just wan't to ask, did u have the same view like Mr Bagus ? >> >> Note: Your SEJATI Call (BMTR) is not so SEJATI :) >> >> Thanks >> -Original Message- >> From: Bagus Putra Perdana >> Date: Mon, 2 Nov 2009 21:53:26 >> To: >> Subject: Re: [ob] Re: kang ocoy, EL, what's going on here? >> >> I did buy equities today. Situasinya beda ama 2008 dulu kali yah, >> ketidakpastian sudah jauh berkurang, profitabilitas perusahaan pada >> rate terburuk sudah bisa diukur (Q408-Q109) adalah indikasi performa >> paling jelek, tentu kita bisa buat pro-forma worst scenario dari situ. >> 1 lg, kita semua experience first hand pasca lehman waktu CDS rate >> Indonesia sampe dobel digit en Yield Rf (SUN) sampe bisa ke level >> 17-18 % (we bought a lot Rf didnt we?). Nah CDS indonesia pada >> historical terbaiknya, Rf skrg susah balik diatas 11 % lg, politik en >> ekonomi stabil. So why do i bother merah or ijo harian? Even 2-3 >> harian. As long as i bought stocks that yielding FCF matching Rf rate, >> i dont mind being taken down to a deeper gulfing wave, yg repot justru >> kalo duit inflow balik en saya bingung naro kas kemane, kemane coba? >> Deposito cuman segitu, SUN segitu, Obligasi Korporat AA- plg keren >> 12.25% skrg, eh ada lewat saham yg FCF yieldnya 10-11%, yg net cash >> per sharenya 4-5%, yg manajemennya punya track record bagus ya paling >> turun lg ampe brapa sih?! Masuk lah. Terus terang saya gak bisa time >> market. Definitely cant, but atleast saya bisa ukur nilai barang under >> different business & economic scenario. Likelihood kita hit crisis >> udah kecil bgt, kalo equity dipukul sampe mencerminkan level as if dia >> kena krisis, would i add or sell my equities? >> >> On 11/2/09, conx_2003 wrote: >> > secara TAL tiap kang ocoy buy, pasti merah dalam >> > >> > karena kang ocoy mana mau beli di harga mahal? >> > >> > tentu mereka ada segala cara untuk membuat mereka masuk tanpa diketahui >> > >> > so be prepared.. >> > >> > --- In obrolan-bandar@yahoogroups.com, Ben wrote: >> >> >> >> make sense. cuman kabar CIT 23 jam lalu bikin situasi kurang enak. itu >> >> aja. thx. >> >> >> >> On 11/2/09, putera...@... wrote: >> >> > Wui. Penjelasan yg sangat logis >> >> > Sent from my BlackBerry® >> >> > powered by Sinyal Kuat INDOSAT >> >> > >> >> > -Original Message- >> >> > From: "kang_ocoy_maen_saham" >> >> > Date: Mon, 02 Nov 2009 07:25:28 >> >> > To: >> >> > Subject: [ob] Re: kang ocoy, EL, what's going on here? >> >> > >> >> > Why Should? kecuali Premium Risk Investasi di Indonesia naik, dan >> suku >> >> > bunga >> >> > acuan BI naik, dan Yield SUN naik. >> >> > >> >> > otherwise No, Big No, every Dip is an entry-point. i keep re-telling >> >> > this. >> >> > FCF Yield above Rf, Clean Balance Sheet, Good Management = wicked >> >> > opportunity. >> >> > >> >> > I'm loading equities and selling my Government Bond. >> >> > >> >> > --- In obrolan-bandar@yahoogroups.com, Ben wrote: >> >> >> >> >> >> punten kang ocoy n EL, >> >> >> >> >> >> secara fundamental apa kang ocoy n EL melihat adanya indikator >> investor >> >> >> lokal harus revisi target ASAP? >> >> >> >> >> >> thx, >> >> >> beny >> >> >> >> >> >> -- >> >> >> DISCLAIMER: >> >> >> "I hereby disclaim any responsibility for the currency or accuracy >> of >> >> >> the >> >> >> reported data and/or the performance of the Investments in your >> >> >> portfolio, >> >> >> unless performance has exceeded your expectations." >> >> >> >> >> > >> >> > >> >> > >> >> > >> >> >> >> >> >> -- >> >> DISCLAIMER: >> >> "I hereby disclaim any responsibility for the currency or accuracy of >> >> the reported data and/or the performance of the Investments in your >> >> portfolio, unless performance has exceeded your expectations." >> >> >> > >> > >> > >> >> >> -- >> Each piece, or part, of the whole nature is al
Re: Mr T.O.M D.S Re: [ob] Re: kang ocoy, EL, what's going on here?
Please share berapa TP mid 2010 utk bmtr? Sent from my iPhone On Nov 3, 2009, at 9:37, Tom DS wrote: Hi boss.. Yup, my BMTR sejati call is likely to be postponed for longer timeframe. But up to now I still put those target price will be reached at least in mid 2010. I didn't include TPI default on the calculation and some market downwards adjustment on end of October which brought down the overall PE multiples. Basicly I am using PE & PBV targetting with some sense of EBITDA targetting methods. I have same view on Indonesian equity market, but I have sense for short period we will still see BUMI on the way to move down one more time. I only want to buy more (after early bought at 2,550) at discount price of 1,900 or lower as another entry point. So for the mean time, better to invest in other stocks with strong balance sheet and keep paying dividend, also having growth such UNTR, ASII, PTBA and PGAS. T.o.m On Mon, Nov 2, 2009 at 10:01 PM, wrote: Earth calling Mr Tom DS Just wan't to ask, did u have the same view like Mr Bagus ? Note: Your SEJATI Call (BMTR) is not so SEJATI :) Thanks -Original Message- From: Bagus Putra Perdana Date: Mon, 2 Nov 2009 21:53:26 To: Subject: Re: [ob] Re: kang ocoy, EL, what's going on here? I did buy equities today. Situasinya beda ama 2008 dulu kali yah, ketidakpastian sudah jauh berkurang, profitabilitas perusahaan pada rate terburuk sudah bisa diukur (Q408-Q109) adalah indikasi performa paling jelek, tentu kita bisa buat pro-forma worst scenario dari situ. 1 lg, kita semua experience first hand pasca lehman waktu CDS rate Indonesia sampe dobel digit en Yield Rf (SUN) sampe bisa ke level 17-18 % (we bought a lot Rf didnt we?). Nah CDS indonesia pada historical terbaiknya, Rf skrg susah balik diatas 11 % lg, politik en ekonomi stabil. So why do i bother merah or ijo harian? Even 2-3 harian. As long as i bought stocks that yielding FCF matching Rf rate, i dont mind being taken down to a deeper gulfing wave, yg repot justru kalo duit inflow balik en saya bingung naro kas kemane, kemane coba? Deposito cuman segitu, SUN segitu, Obligasi Korporat AA- plg keren 12.25% skrg, eh ada lewat saham yg FCF yieldnya 10-11%, yg net cash per sharenya 4-5%, yg manajemennya punya track record bagus ya paling turun lg ampe brapa sih?! Masuk lah. Terus terang saya gak bisa time market. Definitely cant, but atleast saya bisa ukur nilai barang under different business & economic scenario. Likelihood kita hit crisis udah kecil bgt, kalo equity dipukul sampe mencerminkan level as if dia kena krisis, would i add or sell my equities? On 11/2/09, conx_2003 wrote: > secara TAL tiap kang ocoy buy, pasti merah dalam > > karena kang ocoy mana mau beli di harga mahal? > > tentu mereka ada segala cara untuk membuat mereka masuk tanpa diketahui > > so be prepared.. > > --- In obrolan-bandar@yahoogroups.com, Ben wrote: >> >> make sense. cuman kabar CIT 23 jam lalu bikin situasi kurang enak. itu >> aja. thx. >> >> On 11/2/09, putera...@... wrote: >> > Wui. Penjelasan yg sangat logis >> > Sent from my BlackBerry® >> > powered by Sinyal Kuat INDOSAT >> > >> > -Original Message- >> > From: "kang_ocoy_maen_saham" >> > Date: Mon, 02 Nov 2009 07:25:28 >> > To: >> > Subject: [ob] Re: kang ocoy, EL, what's going on here? >> > >> > Why Should? kecuali Premium Risk Investasi di Indonesia naik, dan suku >> > bunga >> > acuan BI naik, dan Yield SUN naik. >> > >> > otherwise No, Big No, every Dip is an entry-point. i keep re-telling >> > this. >> > FCF Yield above Rf, Clean Balance Sheet, Good Management = wicked >> > opportunity. >> > >> > I'm loading equities and selling my Government Bond. >> > >> > --- In obrolan-bandar@yahoogroups.com, Ben wrote: >> >> >> >> punten kang ocoy n EL, >> >> >> >> secara fundamental apa kang ocoy n EL melihat adanya indikator investor >> >> lokal harus revisi target ASAP? >> >> >> >> thx, >> >> beny >> >> >> >> -- >> >> DISCLAIMER: >> >> "I hereby disclaim any responsibility for the currency or accuracy of >> >> the >> >> reported data and/or the performance of the Investments in your >> >> portfolio, >> >> unless performance has exceeded your expectations." >> >> >> > >> > >> > >> > >> >> >> -- >> DISCLAIMER: >> "I hereby disclaim any responsibility for the currency or accuracy of >> the reported data and/or the performance of the Investments in your >> portfolio, unless performance has exceeded your expectations." >> > > > -- Each piece, or part, of the whole nature is always an approximation to the complete truth, or the complete truth so far as we know it. In fact, everything we know is only some kind of approximation, because we know that we do not know all the laws as yet. Therefore, things must be learned only to be unlearned again or, more likely, to be corrected...The test of all knowledge is experiment. Experiment is the sole judge of scientific “truth”. - Richard Feynman + + + +
Re: Mr T.O.M D.S Re: [ob] Re: kang ocoy, EL, what's going on here?
*Hi boss.. Yup, my BMTR sejati call is likely to be postponed for longer timeframe. But up to now I still put those target price will be reached at least in mid 2010. I didn't include TPI default on the calculation and some market downwards adjustment on end of October which brought down the overall PE multiples. Basicly I am using PE & PBV targetting with some sense of EBITDA targetting methods. I have same view on Indonesian equity market, but I have sense for short period we will still see BUMI on the way to move down one more time. I only want to buy more (after early bought at 2,550) at discount price of 1,900 or lower as another entry point. So for the mean time, better to invest in other stocks with strong balance sheet and keep paying dividend, also having growth such UNTR, ASII, PTBA and PGAS. T.o.m * On Mon, Nov 2, 2009 at 10:01 PM, wrote: > Earth calling Mr Tom DS > > Just wan't to ask, did u have the same view like Mr Bagus ? > > Note: Your SEJATI Call (BMTR) is not so SEJATI :) > > Thanks > -Original Message- > From: Bagus Putra Perdana > Date: Mon, 2 Nov 2009 21:53:26 > To: > Subject: Re: [ob] Re: kang ocoy, EL, what's going on here? > > I did buy equities today. Situasinya beda ama 2008 dulu kali yah, > ketidakpastian sudah jauh berkurang, profitabilitas perusahaan pada > rate terburuk sudah bisa diukur (Q408-Q109) adalah indikasi performa > paling jelek, tentu kita bisa buat pro-forma worst scenario dari situ. > 1 lg, kita semua experience first hand pasca lehman waktu CDS rate > Indonesia sampe dobel digit en Yield Rf (SUN) sampe bisa ke level > 17-18 % (we bought a lot Rf didnt we?). Nah CDS indonesia pada > historical terbaiknya, Rf skrg susah balik diatas 11 % lg, politik en > ekonomi stabil. So why do i bother merah or ijo harian? Even 2-3 > harian. As long as i bought stocks that yielding FCF matching Rf rate, > i dont mind being taken down to a deeper gulfing wave, yg repot justru > kalo duit inflow balik en saya bingung naro kas kemane, kemane coba? > Deposito cuman segitu, SUN segitu, Obligasi Korporat AA- plg keren > 12.25% skrg, eh ada lewat saham yg FCF yieldnya 10-11%, yg net cash > per sharenya 4-5%, yg manajemennya punya track record bagus ya paling > turun lg ampe brapa sih?! Masuk lah. Terus terang saya gak bisa time > market. Definitely cant, but atleast saya bisa ukur nilai barang under > different business & economic scenario. Likelihood kita hit crisis > udah kecil bgt, kalo equity dipukul sampe mencerminkan level as if dia > kena krisis, would i add or sell my equities? > > On 11/2/09, conx_2003 wrote: > > secara TAL tiap kang ocoy buy, pasti merah dalam > > > > karena kang ocoy mana mau beli di harga mahal? > > > > tentu mereka ada segala cara untuk membuat mereka masuk tanpa diketahui > > > > so be prepared.. > > > > --- In obrolan-bandar@yahoogroups.com, Ben wrote: > >> > >> make sense. cuman kabar CIT 23 jam lalu bikin situasi kurang enak. itu > >> aja. thx. > >> > >> On 11/2/09, putera...@... wrote: > >> > Wui. Penjelasan yg sangat logis > >> > Sent from my BlackBerry® > >> > powered by Sinyal Kuat INDOSAT > >> > > >> > -Original Message- > >> > From: "kang_ocoy_maen_saham" > >> > Date: Mon, 02 Nov 2009 07:25:28 > >> > To: > >> > Subject: [ob] Re: kang ocoy, EL, what's going on here? > >> > > >> > Why Should? kecuali Premium Risk Investasi di Indonesia naik, dan suku > >> > bunga > >> > acuan BI naik, dan Yield SUN naik. > >> > > >> > otherwise No, Big No, every Dip is an entry-point. i keep re-telling > >> > this. > >> > FCF Yield above Rf, Clean Balance Sheet, Good Management = wicked > >> > opportunity. > >> > > >> > I'm loading equities and selling my Government Bond. > >> > > >> > --- In obrolan-bandar@yahoogroups.com, Ben wrote: > >> >> > >> >> punten kang ocoy n EL, > >> >> > >> >> secara fundamental apa kang ocoy n EL melihat adanya indikator > investor > >> >> lokal harus revisi target ASAP? > >> >> > >> >> thx, > >> >> beny > >> >> > >> >> -- > >> >> DISCLAIMER: > >> >> "I hereby disclaim any responsibility for the currency or accuracy of > >> >> the > >> >> reported data and/or the performance of the Investments in your > >> >> portfolio, > >> >> unless performance has exceeded your expectations." > >> >> > >> > > >> > > >> > > >> > > >> > >> > >> -- > >> DISCLAIMER: > >> "I hereby disclaim any responsibility for the currency or accuracy of > >> the reported data and/or the performance of the Investments in your > >> portfolio, unless performance has exceeded your expectations." > >> > > > > > > > > > -- > Each piece, or part, of the whole nature is always an approximation to > the complete truth, or the complete truth so far as we know it. In > fact, everything we know is only some kind of approximation, because > we know that we do not know all the laws as yet. Therefore, things > must be learned only to be unlearned again or, more likely, to be > corrected...The test of all knowledge is experiment. Experiment
Re: Mr T.O.M D.S Re: [ob] Re: kang ocoy, EL, what's going on here?
waduh brother jangan bgitu dong BD nya member OB juga tuh ,,, Repo nya perlu di tambah lagi kali barang lawan tinggal dikit kok Mr"V" nampung barang margin duluentar baru bikin momentum From: boyz® To: obrolan-bandar@yahoogroups.com Sent: Mon, November 2, 2009 10:49:39 PM Subject: Re: Mr T.O.M D.S Re: [ob] Re: kang ocoy, EL, what's going on here? MEDC Bandarnya udah megap-megap. .. Kurang perhitungan. Modal duit doang, skill kurang :p hehehe... On Mon, Nov 2, 2009 at 10:38 PM, wrote: Sama tuh MEDC bagi gue benar2 goblok tapi terlanjur sayang apa mau dikata??? Hehe... Semoga bandarnya dengar deh!!! >
Re: Mr T.O.M D.S Re: [ob] Re: kang ocoy, EL, what's going on here?
Banyak yang bilang pak vier yang bandarin medc tuh om boyz...bener ga??? Sent from my BlackBerry® powered by Bakrie Group -Original Message- From: boyz® Date: Mon, 2 Nov 2009 22:49:39 To: Subject: Re: Mr T.O.M D.S Re: [ob] Re: kang ocoy, EL, what's going on here? MEDC Bandarnya udah megap-megap... Kurang perhitungan. Modal duit doang, skill kurang :p hehehe... On Mon, Nov 2, 2009 at 10:38 PM, wrote: > Sama tuh MEDC bagi gue benar2 goblok tapi terlanjur sayang apa mau > dikata??? Hehe... Semoga bandarnya dengar deh!!! >
Re: Mr T.O.M D.S Re: [ob] Re: kang ocoy, EL, what's going on here?
gak jauh beda, saya invest semua di saham, deposito gak ada hehe plg ama di nyicil properti itu jg buat ditempatin sndiri. yah anggep long time endowment. Saham pribadi dipecah bbrp akun sih, kadang buat nge-tes metode, some works, some didnt. But i do definitely get my point On 11/2/09, ruzli...@gmail.com wrote: > Kalau Intitusi Mas Bagus kan Invest di WIKA, MEDC, etc yg Growth Play..kalau > Mas Bagus sendiri uangnya ditaro dimana ? Apa invest juga atau ada > tradingnya ? Kalau trading, sahamnya apa ? > -Original Message- > From: Bagus Putra Perdana > Date: Mon, 2 Nov 2009 22:32:54 > To: > Subject: Re: Mr T.O.M D.S Re: [ob] Re: kang ocoy, EL, what's going on here? > > seinget saya rationale pak TOM D.S tuh turn-around story deh. Nah > turn-around story ini gak bisa cepet jg keliatan nyatanya. Dan ini bet > jg, kalo done bisa big-hit, kalo gak done cepet bisa nyedot capital. > Tp kalo iya done bisa untung gede, mgkn turn-around is on the way, cmn > hari gini kan gak gampang bersihin neraca. Give it a time to play, > seinget saya, saya pernah share revenue growth-margin expansion story > WIKA disini dan sampe skrg WIKA jg blon ngangkat (No Probs krn Q3 > beneran earning jump, saya ga nyesel ambil), story asset-play MEDC jg > Saya share disini, itu jg blon bikin profit (No Probs jg buat saya, > 47,A Ext,Senoro is well and ok dan belun jg 1 quarter berlalu) its a > game of patience anyway., and we all just sharing ideas here, aint > we?! > > On 11/2/09, ruzli...@gmail.com wrote: >> Earth calling Mr Tom DS >> >> Just wan't to ask, did u have the same view like Mr Bagus ? >> >> Note: Your SEJATI Call (BMTR) is not so SEJATI :) >> >> Thanks >> -Original Message- >> From: Bagus Putra Perdana >> Date: Mon, 2 Nov 2009 21:53:26 >> To: >> Subject: Re: [ob] Re: kang ocoy, EL, what's going on here? >> >> I did buy equities today. Situasinya beda ama 2008 dulu kali yah, >> ketidakpastian sudah jauh berkurang, profitabilitas perusahaan pada >> rate terburuk sudah bisa diukur (Q408-Q109) adalah indikasi performa >> paling jelek, tentu kita bisa buat pro-forma worst scenario dari situ. >> 1 lg, kita semua experience first hand pasca lehman waktu CDS rate >> Indonesia sampe dobel digit en Yield Rf (SUN) sampe bisa ke level >> 17-18 % (we bought a lot Rf didnt we?). Nah CDS indonesia pada >> historical terbaiknya, Rf skrg susah balik diatas 11 % lg, politik en >> ekonomi stabil. So why do i bother merah or ijo harian? Even 2-3 >> harian. As long as i bought stocks that yielding FCF matching Rf rate, >> i dont mind being taken down to a deeper gulfing wave, yg repot justru >> kalo duit inflow balik en saya bingung naro kas kemane, kemane coba? >> Deposito cuman segitu, SUN segitu, Obligasi Korporat AA- plg keren >> 12.25% skrg, eh ada lewat saham yg FCF yieldnya 10-11%, yg net cash >> per sharenya 4-5%, yg manajemennya punya track record bagus ya paling >> turun lg ampe brapa sih?! Masuk lah. Terus terang saya gak bisa time >> market. Definitely cant, but atleast saya bisa ukur nilai barang under >> different business & economic scenario. Likelihood kita hit crisis >> udah kecil bgt, kalo equity dipukul sampe mencerminkan level as if dia >> kena krisis, would i add or sell my equities? >> >> On 11/2/09, conx_2003 wrote: >>> secara TAL tiap kang ocoy buy, pasti merah dalam >>> >>> karena kang ocoy mana mau beli di harga mahal? >>> >>> tentu mereka ada segala cara untuk membuat mereka masuk tanpa diketahui >>> >>> so be prepared.. >>> >>> --- In obrolan-bandar@yahoogroups.com, Ben wrote: >>>> >>>> make sense. cuman kabar CIT 23 jam lalu bikin situasi kurang enak. itu >>>> aja. thx. >>>> >>>> On 11/2/09, putera...@... wrote: >>>> > Wui. Penjelasan yg sangat logis >>>> > Sent from my BlackBerry® >>>> > powered by Sinyal Kuat INDOSAT >>>> > >>>> > -Original Message- >>>> > From: "kang_ocoy_maen_saham" >>>> > Date: Mon, 02 Nov 2009 07:25:28 >>>> > To: >>>> > Subject: [ob] Re: kang ocoy, EL, what's going on here? >>>> > >>>> > Why Should? kecuali Premium Risk Investasi di Indonesia naik, dan >>>> > suku >>>> > bunga >>>> > acuan BI naik, dan Yield SUN naik. >>>> > >>>> > otherwise No, Big No, every Dip is an entry-point. i keep re-telling >>>> > this. >>&g
Re: Mr T.O.M D.S Re: [ob] Re: kang ocoy, EL, what's going on here?
MEDC Bandarnya udah megap-megap... Kurang perhitungan. Modal duit doang, skill kurang :p hehehe... On Mon, Nov 2, 2009 at 10:38 PM, wrote: > Sama tuh MEDC bagi gue benar2 goblok tapi terlanjur sayang apa mau > dikata??? Hehe... Semoga bandarnya dengar deh!!! >
Re: Mr T.O.M D.S Re: [ob] Re: kang ocoy, EL, what's going on here?
Sama tuh MEDC bagi gue benar2 goblok tapi terlanjur sayang apa mau dikata??? Hehe... Semoga bandarnya dengar deh!!! Powered by Telkomsel BlackBerry® -Original Message- From: Bagus Putra Perdana Date: Mon, 2 Nov 2009 22:32:54 To: Subject: Re: Mr T.O.M D.S Re: [ob] Re: kang ocoy, EL, what's going on here? seinget saya rationale pak TOM D.S tuh turn-around story deh. Nah turn-around story ini gak bisa cepet jg keliatan nyatanya. Dan ini bet jg, kalo done bisa big-hit, kalo gak done cepet bisa nyedot capital. Tp kalo iya done bisa untung gede, mgkn turn-around is on the way, cmn hari gini kan gak gampang bersihin neraca. Give it a time to play, seinget saya, saya pernah share revenue growth-margin expansion story WIKA disini dan sampe skrg WIKA jg blon ngangkat (No Probs krn Q3 beneran earning jump, saya ga nyesel ambil), story asset-play MEDC jg Saya share disini, itu jg blon bikin profit (No Probs jg buat saya, 47,A Ext,Senoro is well and ok dan belun jg 1 quarter berlalu) its a game of patience anyway., and we all just sharing ideas here, aint we?! On 11/2/09, ruzli...@gmail.com wrote: > Earth calling Mr Tom DS > > Just wan't to ask, did u have the same view like Mr Bagus ? > > Note: Your SEJATI Call (BMTR) is not so SEJATI :) > > Thanks > -Original Message- > From: Bagus Putra Perdana > Date: Mon, 2 Nov 2009 21:53:26 > To: > Subject: Re: [ob] Re: kang ocoy, EL, what's going on here? > > I did buy equities today. Situasinya beda ama 2008 dulu kali yah, > ketidakpastian sudah jauh berkurang, profitabilitas perusahaan pada > rate terburuk sudah bisa diukur (Q408-Q109) adalah indikasi performa > paling jelek, tentu kita bisa buat pro-forma worst scenario dari situ. > 1 lg, kita semua experience first hand pasca lehman waktu CDS rate > Indonesia sampe dobel digit en Yield Rf (SUN) sampe bisa ke level > 17-18 % (we bought a lot Rf didnt we?). Nah CDS indonesia pada > historical terbaiknya, Rf skrg susah balik diatas 11 % lg, politik en > ekonomi stabil. So why do i bother merah or ijo harian? Even 2-3 > harian. As long as i bought stocks that yielding FCF matching Rf rate, > i dont mind being taken down to a deeper gulfing wave, yg repot justru > kalo duit inflow balik en saya bingung naro kas kemane, kemane coba? > Deposito cuman segitu, SUN segitu, Obligasi Korporat AA- plg keren > 12.25% skrg, eh ada lewat saham yg FCF yieldnya 10-11%, yg net cash > per sharenya 4-5%, yg manajemennya punya track record bagus ya paling > turun lg ampe brapa sih?! Masuk lah. Terus terang saya gak bisa time > market. Definitely cant, but atleast saya bisa ukur nilai barang under > different business & economic scenario. Likelihood kita hit crisis > udah kecil bgt, kalo equity dipukul sampe mencerminkan level as if dia > kena krisis, would i add or sell my equities? > > On 11/2/09, conx_2003 wrote: >> secara TAL tiap kang ocoy buy, pasti merah dalam >> >> karena kang ocoy mana mau beli di harga mahal? >> >> tentu mereka ada segala cara untuk membuat mereka masuk tanpa diketahui >> >> so be prepared.. >> >> --- In obrolan-bandar@yahoogroups.com, Ben wrote: >>> >>> make sense. cuman kabar CIT 23 jam lalu bikin situasi kurang enak. itu >>> aja. thx. >>> >>> On 11/2/09, putera...@... wrote: >>> > Wui. Penjelasan yg sangat logis >>> > Sent from my BlackBerry® >>> > powered by Sinyal Kuat INDOSAT >>> > >>> > -Original Message- >>> > From: "kang_ocoy_maen_saham" >>> > Date: Mon, 02 Nov 2009 07:25:28 >>> > To: >>> > Subject: [ob] Re: kang ocoy, EL, what's going on here? >>> > >>> > Why Should? kecuali Premium Risk Investasi di Indonesia naik, dan suku >>> > bunga >>> > acuan BI naik, dan Yield SUN naik. >>> > >>> > otherwise No, Big No, every Dip is an entry-point. i keep re-telling >>> > this. >>> > FCF Yield above Rf, Clean Balance Sheet, Good Management = wicked >>> > opportunity. >>> > >>> > I'm loading equities and selling my Government Bond. >>> > >>> > --- In obrolan-bandar@yahoogroups.com, Ben wrote: >>> >> >>> >> punten kang ocoy n EL, >>> >> >>> >> secara fundamental apa kang ocoy n EL melihat adanya indikator >>> >> investor >>> >> lokal harus revisi target ASAP? >>> >> >>> >> thx, >>> >> beny >>> >> >>> >> -- >>> >> DISCLAIMER: >>> >> "I hereby disclaim any responsibility for the curren
Re: Mr T.O.M D.S Re: [ob] Re: kang ocoy, EL, what's going on here?
Kalau Intitusi Mas Bagus kan Invest di WIKA, MEDC, etc yg Growth Play..kalau Mas Bagus sendiri uangnya ditaro dimana ? Apa invest juga atau ada tradingnya ? Kalau trading, sahamnya apa ? -Original Message- From: Bagus Putra Perdana Date: Mon, 2 Nov 2009 22:32:54 To: Subject: Re: Mr T.O.M D.S Re: [ob] Re: kang ocoy, EL, what's going on here? seinget saya rationale pak TOM D.S tuh turn-around story deh. Nah turn-around story ini gak bisa cepet jg keliatan nyatanya. Dan ini bet jg, kalo done bisa big-hit, kalo gak done cepet bisa nyedot capital. Tp kalo iya done bisa untung gede, mgkn turn-around is on the way, cmn hari gini kan gak gampang bersihin neraca. Give it a time to play, seinget saya, saya pernah share revenue growth-margin expansion story WIKA disini dan sampe skrg WIKA jg blon ngangkat (No Probs krn Q3 beneran earning jump, saya ga nyesel ambil), story asset-play MEDC jg Saya share disini, itu jg blon bikin profit (No Probs jg buat saya, 47,A Ext,Senoro is well and ok dan belun jg 1 quarter berlalu) its a game of patience anyway., and we all just sharing ideas here, aint we?! On 11/2/09, ruzli...@gmail.com wrote: > Earth calling Mr Tom DS > > Just wan't to ask, did u have the same view like Mr Bagus ? > > Note: Your SEJATI Call (BMTR) is not so SEJATI :) > > Thanks > -Original Message- > From: Bagus Putra Perdana > Date: Mon, 2 Nov 2009 21:53:26 > To: > Subject: Re: [ob] Re: kang ocoy, EL, what's going on here? > > I did buy equities today. Situasinya beda ama 2008 dulu kali yah, > ketidakpastian sudah jauh berkurang, profitabilitas perusahaan pada > rate terburuk sudah bisa diukur (Q408-Q109) adalah indikasi performa > paling jelek, tentu kita bisa buat pro-forma worst scenario dari situ. > 1 lg, kita semua experience first hand pasca lehman waktu CDS rate > Indonesia sampe dobel digit en Yield Rf (SUN) sampe bisa ke level > 17-18 % (we bought a lot Rf didnt we?). Nah CDS indonesia pada > historical terbaiknya, Rf skrg susah balik diatas 11 % lg, politik en > ekonomi stabil. So why do i bother merah or ijo harian? Even 2-3 > harian. As long as i bought stocks that yielding FCF matching Rf rate, > i dont mind being taken down to a deeper gulfing wave, yg repot justru > kalo duit inflow balik en saya bingung naro kas kemane, kemane coba? > Deposito cuman segitu, SUN segitu, Obligasi Korporat AA- plg keren > 12.25% skrg, eh ada lewat saham yg FCF yieldnya 10-11%, yg net cash > per sharenya 4-5%, yg manajemennya punya track record bagus ya paling > turun lg ampe brapa sih?! Masuk lah. Terus terang saya gak bisa time > market. Definitely cant, but atleast saya bisa ukur nilai barang under > different business & economic scenario. Likelihood kita hit crisis > udah kecil bgt, kalo equity dipukul sampe mencerminkan level as if dia > kena krisis, would i add or sell my equities? > > On 11/2/09, conx_2003 wrote: >> secara TAL tiap kang ocoy buy, pasti merah dalam >> >> karena kang ocoy mana mau beli di harga mahal? >> >> tentu mereka ada segala cara untuk membuat mereka masuk tanpa diketahui >> >> so be prepared.. >> >> --- In obrolan-bandar@yahoogroups.com, Ben wrote: >>> >>> make sense. cuman kabar CIT 23 jam lalu bikin situasi kurang enak. itu >>> aja. thx. >>> >>> On 11/2/09, putera...@... wrote: >>> > Wui. Penjelasan yg sangat logis >>> > Sent from my BlackBerry® >>> > powered by Sinyal Kuat INDOSAT >>> > >>> > -Original Message- >>> > From: "kang_ocoy_maen_saham" >>> > Date: Mon, 02 Nov 2009 07:25:28 >>> > To: >>> > Subject: [ob] Re: kang ocoy, EL, what's going on here? >>> > >>> > Why Should? kecuali Premium Risk Investasi di Indonesia naik, dan suku >>> > bunga >>> > acuan BI naik, dan Yield SUN naik. >>> > >>> > otherwise No, Big No, every Dip is an entry-point. i keep re-telling >>> > this. >>> > FCF Yield above Rf, Clean Balance Sheet, Good Management = wicked >>> > opportunity. >>> > >>> > I'm loading equities and selling my Government Bond. >>> > >>> > --- In obrolan-bandar@yahoogroups.com, Ben wrote: >>> >> >>> >> punten kang ocoy n EL, >>> >> >>> >> secara fundamental apa kang ocoy n EL melihat adanya indikator >>> >> investor >>> >> lokal harus revisi target ASAP? >>> >> >>> >> thx, >>> >> beny >>> >> >>> >> -- >>> >> DISCLAIMER: >>> >> "I hereb
Re: Mr T.O.M D.S Re: [ob] Re: kang ocoy, EL, what's going on here?
seinget saya rationale pak TOM D.S tuh turn-around story deh. Nah turn-around story ini gak bisa cepet jg keliatan nyatanya. Dan ini bet jg, kalo done bisa big-hit, kalo gak done cepet bisa nyedot capital. Tp kalo iya done bisa untung gede, mgkn turn-around is on the way, cmn hari gini kan gak gampang bersihin neraca. Give it a time to play, seinget saya, saya pernah share revenue growth-margin expansion story WIKA disini dan sampe skrg WIKA jg blon ngangkat (No Probs krn Q3 beneran earning jump, saya ga nyesel ambil), story asset-play MEDC jg Saya share disini, itu jg blon bikin profit (No Probs jg buat saya, 47,A Ext,Senoro is well and ok dan belun jg 1 quarter berlalu) its a game of patience anyway., and we all just sharing ideas here, aint we?! On 11/2/09, ruzli...@gmail.com wrote: > Earth calling Mr Tom DS > > Just wan't to ask, did u have the same view like Mr Bagus ? > > Note: Your SEJATI Call (BMTR) is not so SEJATI :) > > Thanks > -Original Message- > From: Bagus Putra Perdana > Date: Mon, 2 Nov 2009 21:53:26 > To: > Subject: Re: [ob] Re: kang ocoy, EL, what's going on here? > > I did buy equities today. Situasinya beda ama 2008 dulu kali yah, > ketidakpastian sudah jauh berkurang, profitabilitas perusahaan pada > rate terburuk sudah bisa diukur (Q408-Q109) adalah indikasi performa > paling jelek, tentu kita bisa buat pro-forma worst scenario dari situ. > 1 lg, kita semua experience first hand pasca lehman waktu CDS rate > Indonesia sampe dobel digit en Yield Rf (SUN) sampe bisa ke level > 17-18 % (we bought a lot Rf didnt we?). Nah CDS indonesia pada > historical terbaiknya, Rf skrg susah balik diatas 11 % lg, politik en > ekonomi stabil. So why do i bother merah or ijo harian? Even 2-3 > harian. As long as i bought stocks that yielding FCF matching Rf rate, > i dont mind being taken down to a deeper gulfing wave, yg repot justru > kalo duit inflow balik en saya bingung naro kas kemane, kemane coba? > Deposito cuman segitu, SUN segitu, Obligasi Korporat AA- plg keren > 12.25% skrg, eh ada lewat saham yg FCF yieldnya 10-11%, yg net cash > per sharenya 4-5%, yg manajemennya punya track record bagus ya paling > turun lg ampe brapa sih?! Masuk lah. Terus terang saya gak bisa time > market. Definitely cant, but atleast saya bisa ukur nilai barang under > different business & economic scenario. Likelihood kita hit crisis > udah kecil bgt, kalo equity dipukul sampe mencerminkan level as if dia > kena krisis, would i add or sell my equities? > > On 11/2/09, conx_2003 wrote: >> secara TAL tiap kang ocoy buy, pasti merah dalam >> >> karena kang ocoy mana mau beli di harga mahal? >> >> tentu mereka ada segala cara untuk membuat mereka masuk tanpa diketahui >> >> so be prepared.. >> >> --- In obrolan-bandar@yahoogroups.com, Ben wrote: >>> >>> make sense. cuman kabar CIT 23 jam lalu bikin situasi kurang enak. itu >>> aja. thx. >>> >>> On 11/2/09, putera...@... wrote: >>> > Wui. Penjelasan yg sangat logis >>> > Sent from my BlackBerry® >>> > powered by Sinyal Kuat INDOSAT >>> > >>> > -Original Message- >>> > From: "kang_ocoy_maen_saham" >>> > Date: Mon, 02 Nov 2009 07:25:28 >>> > To: >>> > Subject: [ob] Re: kang ocoy, EL, what's going on here? >>> > >>> > Why Should? kecuali Premium Risk Investasi di Indonesia naik, dan suku >>> > bunga >>> > acuan BI naik, dan Yield SUN naik. >>> > >>> > otherwise No, Big No, every Dip is an entry-point. i keep re-telling >>> > this. >>> > FCF Yield above Rf, Clean Balance Sheet, Good Management = wicked >>> > opportunity. >>> > >>> > I'm loading equities and selling my Government Bond. >>> > >>> > --- In obrolan-bandar@yahoogroups.com, Ben wrote: >>> >> >>> >> punten kang ocoy n EL, >>> >> >>> >> secara fundamental apa kang ocoy n EL melihat adanya indikator >>> >> investor >>> >> lokal harus revisi target ASAP? >>> >> >>> >> thx, >>> >> beny >>> >> >>> >> -- >>> >> DISCLAIMER: >>> >> "I hereby disclaim any responsibility for the currency or accuracy of >>> >> the >>> >> reported data and/or the performance of the Investments in your >>> >> portfolio, >>> >> unless performance has exceeded your expectations." >>> >> >>> > >>> > >>> > >>> > >>> >>> >>> -- >>> DISCLAIMER: >>> "I hereby disclaim any responsibility for the currency or accuracy of >>> the reported data and/or the performance of the Investments in your >>> portfolio, unless performance has exceeded your expectations." >>> >> >> >> > > > -- > Each piece, or part, of the whole nature is always an approximation to > the complete truth, or the complete truth so far as we know it. In > fact, everything we know is only some kind of approximation, because > we know that we do not know all the laws as yet. Therefore, things > must be learned only to be unlearned again or, more likely, to be > corrected...The test of all knowledge is experiment. Experiment is > the sole judge of scientific “truth”. - Richard Feynman > > > > > + + > + + + + + > Mohon sa
Re: Mr T.O.M D.S Re: [ob] Re: kang ocoy, EL, what's going on here?
hehehehe kok jadi panas itu pancingan aja biar kang ocoy muncul bro! sebenarnya temen temen harus sadar bahwa yang diomongin kang ocoy tentang saham apappun itu adalah dari Valuasi saham (analisa fundamental) sedangkan anda trader (conx 2003) ya gak naymbung time frame beda. salam Cak Osop --- On Mon, 11/2/09, ruzli...@gmail.com wrote: > From: ruzli...@gmail.com > Subject: Mr T.O.M D.S Re: [ob] Re: kang ocoy, EL, what's going on here? > To: obrolan-bandar@yahoogroups.com > Date: Monday, November 2, 2009, 3:01 PM > Earth calling Mr Tom DS > > Just wan't to ask, did u have the same view like Mr Bagus > ? > > Note: Your SEJATI Call (BMTR) is not so SEJATI :) > > Thanks > -Original Message- > From: Bagus Putra Perdana > Date: Mon, 2 Nov 2009 21:53:26 > To: > Subject: Re: [ob] Re: kang ocoy, EL, what's going on here? > > I did buy equities today. Situasinya beda ama 2008 dulu > kali yah, > ketidakpastian sudah jauh berkurang, profitabilitas > perusahaan pada > rate terburuk sudah bisa diukur (Q408-Q109) adalah indikasi > performa > paling jelek, tentu kita bisa buat pro-forma worst scenario > dari situ. > 1 lg, kita semua experience first hand pasca lehman waktu > CDS rate > Indonesia sampe dobel digit en Yield Rf (SUN) sampe bisa ke > level > 17-18 % (we bought a lot Rf didnt we?). Nah CDS indonesia > pada > historical terbaiknya, Rf skrg susah balik diatas 11 % lg, > politik en > ekonomi stabil. So why do i bother merah or ijo harian? > Even 2-3 > harian. As long as i bought stocks that yielding FCF > matching Rf rate, > i dont mind being taken down to a deeper gulfing wave, yg > repot justru > kalo duit inflow balik en saya bingung naro kas kemane, > kemane coba? > Deposito cuman segitu, SUN segitu, Obligasi Korporat > AA- plg keren > 12.25% skrg, eh ada lewat saham yg FCF yieldnya 10-11%, yg > net cash > per sharenya 4-5%, yg manajemennya punya track record bagus > ya paling > turun lg ampe brapa sih?! Masuk lah. Terus terang saya gak > bisa time > market. Definitely cant, but atleast saya bisa ukur nilai > barang under > different business & economic scenario. Likelihood kita > hit crisis > udah kecil bgt, kalo equity dipukul sampe mencerminkan > level as if dia > kena krisis, would i add or sell my equities? > > On 11/2/09, conx_2003 > wrote: > > secara TAL tiap kang ocoy buy, pasti merah dalam > > > > karena kang ocoy mana mau beli di harga mahal? > > > > tentu mereka ada segala cara untuk membuat mereka > masuk tanpa diketahui > > > > so be prepared.. > > > > --- In obrolan-bandar@yahoogroups.com, > Ben wrote: > >> > >> make sense. cuman kabar CIT 23 jam lalu bikin > situasi kurang enak. itu > >> aja. thx. > >> > >> On 11/2/09, putera...@... > wrote: > >> > Wui. Penjelasan yg sangat logis > >> > Sent from my BlackBerry® > >> > powered by Sinyal Kuat INDOSAT > >> > > >> > -Original Message- > >> > From: "kang_ocoy_maen_saham" > > >> > Date: Mon, 02 Nov 2009 07:25:28 > >> > To: > >> > Subject: [ob] Re: kang ocoy, EL, what's going > on here? > >> > > >> > Why Should? kecuali Premium Risk Investasi di > Indonesia naik, dan suku > >> > bunga > >> > acuan BI naik, dan Yield SUN naik. > >> > > >> > otherwise No, Big No, every Dip is an > entry-point. i keep re-telling > >> > this. > >> > FCF Yield above Rf, Clean Balance Sheet, Good > Management = wicked > >> > opportunity. > >> > > >> > I'm loading equities and selling my > Government Bond. > >> > > >> > --- In obrolan-bandar@yahoogroups.com, > Ben wrote: > >> >> > >> >> punten kang ocoy n EL, > >> >> > >> >> secara fundamental apa kang ocoy n EL > melihat adanya indikator investor > >> >> lokal harus revisi target ASAP? > >> >> > >> >> thx, > >> >> beny > >> >> > >> >> -- > >> >> DISCLAIMER: > >> >> "I hereby disclaim any responsibility for > the currency or accuracy of > >> >> the > >> >> reported data and/or the performance of > the Investments in your > >> >> portfolio, > >> >> unless performance has exceeded your > expectations." > >> >> > >> > > >> > > >> > > >> > > >> > >> > >> -- > >> DISCLAIMER: > >> "I hereby disclaim any responsibility for the > currency or accuracy of > >> the reported data and/or the performance of the > Investments in your > >> portfolio, unless performance has exceeded your > expectations." > >> > > > > > > > > > -- > Each piece, or part, of the whole nature is always an > approximation to > the complete truth, or the complete truth so far as we know > it. In > fact, everything we know is only some kind of > approximation, because > we know that we do not know all the laws as yet. Therefore, > things > must be learned only to be unlearned again or, more likely, > to be > corrected...The test of all knowledge is experiment. > Experiment is > the sole judge of scientific “truth”. - Richard > Feynman > > > > > + + > + + + + + > Mohon saat meREPLY posting, text dari posting lama dihapus > > kecuali diperlukan agar CONTEXTnya jelas. > + + +
