Re: [ob] FPNI - to TOM.D.S

o I have a companies on those?* *I really like these 2nd liners (besides ADRO)...* ** ** *T.o.m* On 4/10/10, Ari Sugiarto Santoso wrote: > > > > Pak Tom > Kalo nggak salah saya baca fpni sebagian saham dimiliki sampoerna print > pack,20% publik.saya kok tdk melihat nama titan sbg

Re: [ob] FPNI - to TOM.D.S

9 nya drE & Y dan > board baru yg masih muda (Looks like a cheeky Ivy League Brat though!) dan > dia kasih penekanan di faktor kunci bisnis ini (efisiensi biaya). dan > reputasi Titan Malaysia kayaknya cukup baik. saya kira A+nya Fitch di imbued > sama faktor Titan Malaysia ini, c

Re: [ob] FPNI - to TOM.D.S

*Hi Kang Bagus... Just one quick question before I share my view on your comprehensive summary. Are you from Indopremier? T.o.m* 2010/4/9 Bagus Putra Perdana > > > haha, data annual report, prospektus dan penawaran nya kebetulan baru masuk > meja saya hari ini pak Tom.. > >

Re: [ob] FPNI - to TOM.D.S

uot;supir"nya krn > emiten ga campur tangan beda dgn si B7... > > mgkn bakal maen lbh aktif pas IPO-nya Indopoly Swakarsa Industry > Produsen film plastik kemasan milik grup Salim, Juni nanti :) > > --- In obrolan-bandar@yahoogroups.com , > Tom DS wrote: > > > &g

Re: [ob] FPNI - to TOM.D.S

*Yes Pak Jacob, FPNI has several expansion projects in the near future, expected to be decided end of this year. While they also published to sell bonds for working capital & expansion plan. Their plastic business has been improving so fast.. T.o.m* 2010/4/8 Jacob® > > > This question should

Re: [ob] GZCO valuation, Target 915 atau naik 200% (resend)

Ferry > > > Mbah/Pak Tom, > > > > Kalau GJTL bagaimana? Dengan EPS 260….kalau PERnya diambil 10, jadi sekitar > 2600an donk…. > > Mohon diulas juga… > > > > Thanks, > > > > > > *From:* obrolan-bandar@yahoogroups.com [mailto: > obrolan

Re: [ob] GZCO valuation, Target 915 atau naik 200% (resend)

*Sorry mbah, saya koreksi, maksudnya dengan target PER 11.5 menghasilkan target price 11.5 x Rp47/share = Rp540/share di tahun 2010. T.o.m * 2010/4/5 Tom DS > *Dear Mbah, > > > Keliatannya untuk target price 915 masih terlalu jauh, setidaknya menurut > saya.. > Estimasi reven

Re: [ob] GZCO valuation, Target 915 atau naik 200% (resend)

*Dear Mbah, Keliatannya untuk target price 915 masih terlalu jauh, setidaknya menurut saya.. Estimasi revenue GZCO 2010 masih baru sekitar 500 M dengan asumsi harga CPO rata2 $730. Ini adalah estimasi menurut management yang cukup hati2 (sekarang CPO sudah jauh diatas itu). Expected income from a

[ob] BUY FPNI...

*BUY FPNI... 1. Published financial statement 2. "A+" rating from Fitch for its proposed bonds **T.o.m*

Re: [ob] AUTO to 9200 --special to Pak Lukman

pared to 2008.* *While in 2008 we knew there was crisis that increased Indonesian CDS, weakened IDR/USD, increased of gov't securities yield by almost 20%, that factors could dragged down overall P/E ratio.* ** *T.o.m* On 3/2/10, lkm jkt wrote: > > > > Pak Tom. > > data di

[ob] Re: OOT : MINUM ARANG TURUNKAN KOLESTEROL

Dear Ines Alea dan teman2 OB Bersama ini saya mengucapkan terima kasih kpd Sdri Ines Alea yang telah sudi berbagi pengalaman 'ajaib'nya dengan arang untuk menurunkan kadar kolesterol dalam darah. Segera setelah membaca testimoni tsb, saya googling mengenai arang/charcoal. Setelah yakin dgn apa

Re: [ob] AUTO to 9200

. EPS fullyear 2009 = Rp996/share. Target price of 9,200 was implying Forward P/E 10.62x at 2010 & 8.86x at 2011. T.o.m* 2010/3/2 lkm jkt > > > Pak Tom. > > Tanya : dimana bisa lihat lap keu dari AUTO. > dan berapa EPS nya di Q4 2009 . > > Kalau target nya d

[ob] AUTO to 9200

*Slow but sure for your investment.. * ** ** *T.o.m*

Re: [ob] MNCN

market, you should ask JT or Tasrul on what the chart tells you for trading. * ** ** *T.o.m* On 2/24/10, arsenal ruffinen wrote: > > > > Brother Tom should I cut loss tomorrow on mncn? Need your advise pls.. > > Powered by aRSeNal BlackBerry®insyaallah nyambung teruss! >

Re: [ob] SP IAN

> hanya nyebut kalau ada angka kuat yg tiba2 terlintas dibenaknya. > > jadi, bisa saja saya sebut saham, tapi dia ngga ada penglihatan apa2 dan > dia bilang ngga tahu. ntar, kalau sudah dapat tlkm nya di 7700, baru saya > tanya lagi, jualannya di harga berapa enaknya? :

Re: [ob] SP IAN

*Bang IAN, Menurut cenayang, how much is the target price for AUTO end of 2010? Will it hit my target price 9,200? Pls advice... =) T.o.m* 2010/2/25 Irwan Napitupulu > > > BUY TLKM di 7700 > sumber: dari cenayang. kalau salah, tanggung masing2 ya :) > > SP ini bersifat gratis. kalau untung, si

Re: [ob] Buy AUTO...

eb 25, 2010 at 9:10 AM, wrote: > > > Great. Thanks.. > > Sent from my BlackBerry® > powered by Sinyal Kuat INDOSAT > ------ > *From: * Tom DS > *Date: *Thu, 25 Feb 2010 09:03:24 +0700 > *To: * > *Subject: *Re: [ob] Buy AUTO... > > >

Re: [ob] Buy AUTO...

*Yeah... everybody missed their target in 2008 right? (looking for an excuse mode... hehehe) T.o.m* 2010/2/25 SSTrader01 > > > Itu udah gaya Pak Tom .. :) > Saya dari tahun lalu ikut FPNI ... > Tapi waktu itu gagal jalan .. tapi Pak Tom bilang untuk lepas dulu kalo > nggak salah .. > >

Re: [ob] Buy AUTO...

t; Sent from my BlackBerry® > powered by Sinyal Kuat INDOSAT > ------ > *From: * Tom DS > *Date: *Thu, 25 Feb 2010 08:20:31 +0700 > *To: *obrolan-bandar yahoogroups > *Subject: *[ob] Buy AUTO... > > > > *Buy AUTO... > > > T.o.m* > >

[ob] Buy AUTO...

*Buy AUTO... T.o.m*

Re: [ob] Bakrie time tomorrow???

*There's no I Tot U, just asking whether they will play tomorrow. Hehehe.. (TT style)* *Anyway let's just see..* ** ** *T.o.m* On 2/24/10, indeksbei3...@gmail.com wrote: > > > > Dear Tom > > There are 7 Bakrie's > If only 1 Bakrie's Up for tommorow, w

[ob] Bakrie time tomorrow???

*Will they play tomorrow? =)* ** ** *T.o.m*

Re: [ob] MNCN

REE information. > > Salam FREE > > No Bakrie's Stocks, It's Sucks > -- > *From: *Tom DS > *Date: *Wed, 24 Feb 2010 22:35:31 +0700 > *To: * > *Subject: *Re: [ob] MNCN > > > > > *If their game this time succeed

Re: [ob] MNCN

*Btw don't worry on MNCN & BMTR, they still have chances to be priced fairly too.. 3xx is still too cheap my friend...* *However it still needs some more catalysts to go up.. just give 'em some more time.. * ** ** *T.o.m* On 2/24/10, Herman wrote: > > > > Pak Tom

Re: [ob] MNCN

maturity date for this convertible bond is on mid of this year.* ** ** *T.o.m* On 2/24/10, indeksbei3...@gmail.com wrote: > > > > Please kindly elaborate "project" and story ? > > Thanks > > No Bakrie's Stocks, It's Sucks > --

Re: [ob] MNCN

27;s Stocks, It's Sucks > -- > *From: *"jsx_consultant" > *Date: *Wed, 24 Feb 2010 15:12:18 - > *To: * > *Subject: *Re: [ob] MNCN > > > > > Kalo dinaekinnya gaya proyek MERCU SUAR, siapa yang mau percaya ? > > Ntar juga turunnya

Re: [ob] MNCN

> > Ntar juga turunnya gaya METEOR JATUH... > > --- In obrolan-bandar@yahoogroups.com , > Tom DS wrote: > > > > *Yup boss...* > > ** > > *There was a concern raised by the management that the bond holder (for > the > > last convertible bond of $131million

Re: [ob] MNCN

am X dg warrant-nya... > Lagi nge-TES aja, "ilmu tangan kosong" apakah cuman omong kosong. > Hehehe > > --- In obrolan-bandar@yahoogroups.com , > herman_mil...@... wrote: > > > > BMTR kayak main roller coster hari ini ... Takut besok BHIT longsor BMTR. > Untun

Re: [ob] MNCN

*Hi Lucky,* ** ** *Wow you asked to the wrong person, I'm very lousy on short-term trading... sucks...* *You better ask JT or TT for trading.* ** ** *T.o.m* On 2/24/10, Lucky Trader wrote: > > > > Bro Tom, which one you prefer MNCN or BMTR (for trader) ? > > Thx > >

Re: [ob] MNCN

*Actually the main reason of the recent rally in Bhakti group was only due to un-executed convertible bonds. This is only for BHIT, while we will have some other time in the near future for MNCN & BMTR rally. Just enjoy the show.. T.o.m * 2010/2/24 charles_3983 > > > yg pegang NCN ati2.. sepert

Re: [ob] Let's go for BMTR

*Untuk pergerakan harian tanya aja sama jagoan TA ya boss.. Tapi one thing for sure, untuk di keep 1 tahun saja masih sangat OK secara valuasi. T.o.m* 2009/11/16 Lucky Trader > > > Apakah adiknya MNC layak collect ? > > -LT > > On 11/16/09, Tom DS > > wr

[ob] Let's go for BMTR

*Let's go for BMTR T.o.m *

Re: [ob] Re: DOW Lanjutkan Ke 10500-12000, IHSG Coba Ke 2500

*Mungkin bukan short Pak, tapi mungkin lebih enak diberikan istilah time for high-price distribution... T.o.m * 2009/11/10 icchanks > > > GIMANA BG HARI INI, MASIH KAH ADA YANG BERANI NGESHORT??? > > > --- In obrolan-bandar@yahoogroups.com , > Irwan Napitupulu wrote: > > > > Saya telah taruh

Re: [ob] BUMI dan ANTM balapan

*Kalau besok BUMI di short sama Jendral Arto ke 1,700 yang beli BUMI kemaren jadi GGB (Gembel-Gembel Baru) dong? Hehe canda ya =) I still expect another downwards movement soalnya.. T.o.m* 2009/11/4 Muhamad Rojak > > > Tuh kan, waktu Bumi masih obral, gw suruh borong pada ngak percaya. >

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: >

Re: [ob] Re: BUMI and FAST/DEEP Correction 2008

*So, welcome to 1,900??? T.o.m * 2009/11/3 > > > Jadi ujung2nya sebetulnya terserah kemauan bandar Mbah hehehe... > > Sent from my computer of course! > -- > *From: * "jsx_consultant" > *Date: *Tue, 03 Nov 2009 04:05:52 - > *To: * > *Subject: *[ob] Re: BUMI and

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 ca

Re: [ob] JP Morgan Naikan Target Harga Saham BUMI

*Be extracarefull on this stock on the short-term period. T.o.m* 2009/11/2 Yanuar Mustofa > > > *kayaknya udah kenyang nampungin kemaren...sekarang saatnya > naik..manta* > > * > * > > *JAKARTA - *Harga saham PT Bumi Resources Tbk (BUMI) saat ini boleh saja > anjlok tajam dalam beberapa bu

Re: Mr T.O.M D.S Re: [ob] Re: kang ocoy, EL, what's going on here?

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 calli

Re: MEDC -- Re: [ob] P/E rata-rata IHSG

nemukan minyak selain gas). > > --- In obrolan-bandar@yahoogroups.com , > vale sutomo wrote: > > > > masa sih bos TOM, naiknya minyak nggak ngaruh ama MEDC. > > trader kadang nggak mikir yg ruwet2, yg penting untung > > btw ttg MEDC ini memang bikin pusing, bel

Re: [ob] P/E rata-rata IHSG

ijawab. Akhir-akhir > ini ybs tidak aktif di milis yah? > ** > *--* > *From: *Tom DS > *Date: *Sat, 17 Oct 2009 12:07:40 +0700 > *To: * > *Subject: *Re: [ob] P/E rata-rata IHSG > > > > > *You can find it on **www.idx.co.id* <http://www.idx.co

MEDC -- Re: [ob] P/E rata-rata IHSG

valued).* ** ** *T.o.m* On 10/17/09, arisugiarto.sant...@gmail.com wrote: > > > > Pak Tom > What do you think on medc?is it worth to invest according to your > fundamental analysis?do you know it's book value? > > Thx > > Sent from my BlackBerry® > powered by

Re: [ob] P/E rata-rata IHSG

valued).* ** ** *T.o.m* On 10/17/09, arisugiarto.sant...@gmail.com wrote: > > > > Pak Tom > What do you think on medc?is it worth to invest according to your > fundamental analysis?do you know it's book value? > > Thx > >

Re: [ob] P/E rata-rata IHSG

*You can find it on **www.idx.co.id* * on idx weekly statistic, or you can contact your broker.* ** *Our current weighted average P/E and P/BV of 12.4 and 2.5 respectively is still 71-75% of our highest bubble level in early January 2008. Let's just hope on better than expecte

Re: [ob] Special for EL

*Tidak ada indikasi apa-apa.. hanya saya saja yang sudah ngantuk, jadi ngelantur.. * *Sorry to bother...* *Have a nice sleep...* ** ** *T.o.m* On 10/8/09, boyz® wrote: > > > > On Thu, Oct 8, 2009 at 10:56 PM, wrote: > >> Ada indikasi apa/dari mana P Tom ? &

Re: [ob] Special for EL

; > Salam, > > > On Thu, Oct 8, 2009 at 10:44 PM, boyz® wrote: > >> DH? >> Dean Hearwicker? >> >> Ngga bro, dia ngga ngeshort, >> dia lagi sekolah lagi, cari kebetan anak mahasiswi, hehehe >> >> Salam, >> >> >> >> On

Re: [ob] Special for EL

*Hahahaha... =D* *That's DE...* ** *I meant DH = SInarmas...* ** ** *T.o.m* On 10/8/09, boyz® wrote: > > > > DH? > Dean Hearwicker? > > Ngga bro, dia ngga ngeshort, > dia lagi sekolah lagi, cari kebetan anak mahasiswi, hehehe > > Salam, > > > On

[ob] Special for EL

*EL, just curious..* *Are you work with DH?* ** *Hmm.. If DH starts to short BUMI, that would be more dangerous than these 2 days.* ** ** *T.o.m*

[ob] To Prof JT & Pak Tasrul: Sekali lagi nawar BUMI 2,550-2,750...

*Dear Prof JT & Mr.Tasrul, Sekali lagi mau nawar beli BUMI di 2,550-2,750 masih dikasih nggak ya? Wot do you think technically? Pls enlighten me.. =) T.o.m*

[ob] To Proft JT: Will it be possible BUMI in range 2,550-2,750 technically?

*Kalau seandainya nanti BUMI break support, secara technical bisa turun sampai berapa prof? Berapa saja level support selanjutnya?* *If say I would buy on range 2,550-2,750, will it be possible? =)* ** *Many thanks prof JT...* ** ** *T.o.m* On 10/1/09, JsxTrader wrote: > > > > Freq tinggi tapi

Re: [ob] BUMI Result H1/2009 --TERRIBLE

*Trully, I haven't receive the report, but from embah's data, I could say it was terrible..* ** *Far away from management's expectation in the beginning of year. Unless in 3rd & 4th quarter they could come up with way up better than expected. From 1stH view, this was approx 80% from expectation. Mo

[ob] Warning on BUMI

*Today is BUMI's payment due for its LT debt interest of: - CS facilities 2008-5 ($50mio, 3% p.a. + LIBOR) - Deutsche Bank AG ($55mio, 3.5% p.a. + LIBOR) Fundamentally speaking.. these payment is immaterial to BUMI's cash position and no significant impact to its value. If somebody wants to play

Re: Bls: [ob] IHSG KEJEPIT ---CS activity on BUMI

it dari tulisan Bung TOM ini : > "...*jangan-jangan Jendral Arto ada dibalik CS, KZ & ZP??? ..." > * > kemaren hari boss Cleopatra Cat (CC) juga menyampaikan rumor di atas. > > no komen lah kalo soal itu. mungkin bos CC udah tau lebih banyak. > > > > regards,

Re: Bls: [ob] Woiii BOZZZZZ Mana nih THR Nya BOZZZ.... ?

*Iseng-iseng tidak berhadiah:* *1. BUMI* *2. UNTR* *3. ASII* *4. BDMN* *5. AALI* *6. PGAS* *7. BNBR* *8. INTP* *9. PTBA* *10. FREN* *11. BMTR* *12. OKAS* *13. LAPD* *14. UNSP* ** *Jadi ke-14 saham ini besok mau naik ya mbah? Just curious..* ** ** *T.o.m* On 9/7/09, jsx_consultant wrote: > > > >

[ob] IHSG KEJEPIT ---CS activity on BUMI

jawab..* *Atau jangan-jangan Jendral Arto ada dibalik CS, KZ & ZP??? (kidding...no offense..)* ** ** *T.o.m* On 9/5/09, Tom DS wrote: > > *Kalau pakai NA alias Ngawur Analysis sih mau naikin dengan cepat dengan > ongkos murah ya naikin aja pakai UNVR + TLKM. Karena Dow hijau tapi &

Re: [ob] IHSG KEJEPIT

4%an..kalaupun mau tambah posisi, dengan posisi short sampai harga wajar baru beli lagi yang banyak. Soal perbandaran sih lebih afdhol tanya embah.. kenapa bisa begini? malah closing sesi 1 ini BUMI diangkat... Kerjaan siapakah yang nekat ini??? =) T.o.m * 2009/9/6 > > > Pak Tom >

Re: [ob] IHSG KEJEPIT

*Kalau pakai NA alias Ngawur Analysis sih mau naikin dengan cepat dengan ongkos murah ya naikin aja pakai UNVR + TLKM. Karena Dow hijau tapi commodities heading no where. Mungkin tenaga lainnya pakai PGAS. ASII sudah cukup tinggi. Banking mungkin kurang sentimen positif.* ** *BUMI??? CS masih punya

Re: bumi Re: [ob] Re: watch DOID

aruhi trading multipliers nya. Jangan lupa volatilitas harus di-priced-in, juga Weighted Average Price.* ** ** *T.o.m* On 8/30/09, Tom DS wrote: > > *Hahaha.. pasti ribet ngitungnya apalagi mau dicocokin sama harga sekarang > atau historical price nya.. nggak masuk...* > *Memang secar

Re: bumi Re: [ob] Re: watch DOID

*Hahaha.. pasti ribet ngitungnya apalagi mau dicocokin sama harga sekarang atau historical price nya.. nggak masuk...* *Memang secara fundamental dan dihitung replacement value BUMI pasti tinggi (diatas Rp 5,000/share saat ini, apalagi memeprhitungkan reserve & resource value plus operating leverag

Re: [ob] SEJATI: BMTR eoy target 690-795 (exp. PBV 1.3-1.5x)

dek tersedia > untuk dijual di Current Asset (atas 19% sisa saham di FREN) dan Akun > Investasi Lain di longterm asset (2.2 Trilyun Obligasi Tukar Di MNCSV) bisa > membawa asset "disesuaikan" turun hingga ratio hutang-ekuitas diatas 1 kali. > > Solvency, Naik Jadi 2.659. Tren Y

Re: [ob] SEJATI: BMTR eoy target 690-795 (exp. PBV 1.3-1.5x)

FYI bahwa margin BMTR dari bisnis media lebih tinggi dibandingkan bisnis telco.* * Demikian sekilas tanggapan saya. Pls feel free to comment, saya senang mendapat diskusi seperti ini. Thanks. T.o.m** *** 2009/8/19 Bagus Putra Perdana > > > Bung Tom, saya baru cek Forensik se

Re: [ob] SEJATI: BMTR eoy target 690-795 (exp. PBV 1.3-1.5x)

: > > > Okay, so BMTR is The Best Stock in Tanoe Group. > > > Thanks > > Sent from my BlackBerry® > powered by Sinyal Kuat INDOSAT > > ------ > *From*: Tom DS > *Date*: Tue, 11 Aug 2009 23:57:54 +0700 > *To*: > *Subject*: Re: [ob] SEJAT

Re: [ob] Re: SEJATI: BMTR eoy target 690-795 (exp. PBV 1.3-1.5x)

m ...fundamentalnya sangat menarik, kalo lapis 3 mulai gerak mah, bisa > jadi kandidat terkuat neh. Watch out ...!!! > > > > > > --- In obrolan-bandar@yahoogroups.com , > Tom DS wrote: > > > > > > *BMTR end of year target 690-795 (exp. PBV 1.3-1.5

Re: [ob] SEJATI: BMTR eoy target 690-795 (exp. PBV 1.3-1.5x)

t in end of Q3. So we need to watch and see on how middle-east players will flood Indonesian market, or how the impact on BRPT & FPNI's margin. Better wait and see upto September-October. T.o.m* On Wed, Aug 12, 2009 at 2:15 AM, wrote: > > > Mr Tom > how about BRPT? > rumor

Re: [ob] SEJATI: BMTR eoy target 690-795 (exp. PBV 1.3-1.5x)

a dijawab inpes.. Hihihiii... > > - VF - > > ------ > *From*: Tom DS > *Date*: Tue, 11 Aug 2009 23:30:27 +0700 > *To*: obrolan-bandar yahoogroups > *Subject*: [ob] SEJATI: BMTR eoy target 690-795 (exp. PBV 1.3-1.5x) > > > > *BMTR end of year targ

Re: [ob] SEJATI: BMTR eoy target 690-795 (exp. PBV 1.3-1.5x)

m* On 8/11/09, ruzli...@gmail.com wrote: > > > > Mr. Tom, My Man > > U are @ the same boat With Miss EL ? > Why BMTR, Not MNCN or BHIT or even FREN ? > > Thanks > > Sent from my BlackBerry® > powered by Sinyal Kuat INDOSAT > > -- &

[ob] SEJATI: BLTA eoy target 1500-1675 (traded at PBV 0.8-0.9x)

*BLTA end of year target 1500-1675 (traded at PBV 0.8-0.9x).* ** ** *T.o.m*

[ob] SEJATI: BMTR eoy target 690-795 (exp. PBV 1.3-1.5x)

*BMTR end of year target 690-795 (exp. PBV 1.3-1.5x).* ** *BMTR 1.5 month target 450-540.* ** ** *Dear technicalyst, please make clear what I'm saying... =)* *Buy on weakness..* ** ** *T.o.m*

Re: [ob] FPNI

*Sudah tau kan newsnya sekarang.. =)* *Maaf baru sempat reply, masih jadi hari-hari yang hectic sampai jumat ini.. * ** ** *T.o.m* On Tue, Jul 28, 2009 at 4:02 PM, wrote: > > Pak Tom DS, FPNI mulai joget juga tuh, ada apa gerangan? > > Tks, > Rama > > > Powered

Re: [ob] Bakrie Stocks, masih layak collect?

*Not only Rupiah influence BG Pak.. Even if its debt not in US$, they still burdened quite high debt and of course bear high risk.* *Moreover, their financial engineering is very complicated and high level.. The risk even higher...* ** *However as we knew, these leverage will be highly positive, ev

Re: [ob] DPT bermasalah? Pilpres diundur? DPT ditolak KPU : "Lanjutkan"....Tunjukkan Nasionalisme...

*Anyway, based on UU No.10 2008, can KPU's invitation letter based on DPT be replaced by ID card? Or by anything looks alike??* ** ** *T.o.m* On 7/6/09, Andy wrote: > > > > Benar sekali! > > Bener2 pengecut, sudah tinggal 2 hari masih bikin masalah, padahal ribut2 > DPT sudah sejak sebelum pemi

Re: [ob] Monday??? time for BLTA & AKRA to go up...

ell AKRA to go up :)* > > *Rgrds* > > coderman wrote: > > > > Nah yang ini saya baru setuju :D > > > > On 7/5/09, Tom DS tom.ds.st...@... wrote: > > > *Monday??? time for BLTA to go up...* > > > ** > > > ** > > > *Disclaimer always On* > > > *T.o.m* > > > > > > > >

Re: [ob] Re: Monday??? time for BLTA to go up...

... =)* ** ** *T.o.m* On 7/6/09, t_bumi wrote: > > > > --- In obrolan-bandar@yahoogroups.com , > Tom DS wrote: > > > > *Monday??? time for BLTA to go up...* > > ** > > ** > > *Disclaimer always On* > > *T.o.m* > > > > Sip : tbumi > > Ingat BLTA, maka jangan lupa dengan saudaranya sendiri yaitu APOL. > > >

Re: [ob] Mengajukan Diri Ikut Kompetisi "SUPER" Analys

, coderman wrote: > > > > Kalo sunset koq masi bisa gain laba & deviden tinggi pa Tom ? > > On 7/5/09, Tom DS > > wrote: > > *TLKM itu dividend cum date besok Pak, jadi memang masih ada kemungkinan > > naik dan ejakulasi dini.* > > *Awal sesi terbang

[ob] Monday??? time for BLTA to go up...

*Monday??? time for BLTA to go up...* ** ** *Disclaimer always On* *T.o.m*

Re: [ob] Mengajukan Diri Ikut Kompetisi "SUPER" Analys

*TLKM itu dividend cum date besok Pak, jadi memang masih ada kemungkinan naik dan ejakulasi dini.* *Awal sesi terbang tinggi, akhir sesi down tapi masih naik tipis..??* *Mungkinkah??* ** *Anyway, disclaimer On, since I never touch this sunset stock.. At least not this year.. =)* ** ** *T.o.m* On

Re: [ob] DAri danareksa

*Our moderate target for ASRI is Rp 180/share before end of year 2009 (traded at PBV 1.7 - 2.0x)* ** ** *T.o.m* 2009/6/30 Aminun Nahari > > > Timingnya gimana pak ? > Dalam berapa bulan ke depan ? > Kalau TP aja ... ngga pakai timing ... ya Insya Allah tercapai ... tapi > kapan ? > Thanks > > >

[ob] Fwd: [Challenge Response] Confirm your email by visiting http://localhost:32000/challenge/?folder=2009063011051502718042

9 at 11:05 AM Subject: [Challenge Response] Confirm your email by visiting http://localhost:32000/challenge/?folder=2009063011051502718042 To: tom.ds.st...@gmail.com Your message From: Tom DS To: obrolan-bandar@yahoogroups.com Subject: Re: [ob] Watch property sector prior and post June inflation annou

Re: [ob] Watch property sector prior and post June inflation announcement...

*Market is expecting June m-o-m Inflation not more than 0.4% (yoy 3.95%) even some had predicted 0.15%-0.3% (yoy 3.7%-3.84%).* *Damn good!* ** ** *T.o.m* On Tue, Jun 30, 2009 at 9:51 AM, wrote: > > > > Pak Tom, how much was June inflation? Was it good or not in your opinion

Re: [ob] Watch property sector prior and post June inflation announcement...

:18 AM, Ruz7 wrote: > > > Mr Tom, any recomendation on Prop ? > > :) > > Powered By FREN BondBerry. (Bayar Pake Daun). Indeksbei3000® > > ------ > *From*: Tom DS > *Date*: Tue, 30 Jun 2009 09:13:06 +0700 > *To*: obrolan-bandar

[ob] Watch property sector prior and post June inflation announcement...

*Watch property sector prior and post June inflation announcement...* *Smarter investor buy warrant..* ** ** *T.o.m*

Re: [ob] LANJUTKAN Besok msh bisa bullish dulu................!!!

*Are you sure??* ** ** *T.o.m* On 6/28/09, FromBuitenzorg wrote: > > > > Besok mudah2an masih bisa bullish, tanda2 itu mestinya udah nampak, tapi > kalo Asia warnanya jadi remang2 hehehe jadi contrarian dulu, sebelum hari H > pencontrengan :) > > Rgrds > > "harrywijaya81" wrote: > > > > --- In

Re: [ob] Watchout for traders and investors...

wrote: > Asia pagi2 lanjutin rally.. > Dow smalam minus tipis ternyata gara2 boeing minus 5,8%..makanya s&p msh bs > ijo.. > > Hari ini kalender ekonomi ada agenda apa pak tom? Thx.. > > > Sent from my BlackBerry® > powered by Sinyal Kuat INDOSAT > > -

Re: [ob] Watchout for traders and investors...

meskipun akuisisi FBS dibatalkan, hanya saja ruang gerak BUMI untuk mencetak production volume growth di 2011-2012 akan kurang mantap tanpa FBS.* ** ** *T.o.m* On Thu, Jun 25, 2009 at 6:02 AM, JoLind wrote: > > > Ada bocoran gak nih pak Tom? Soalna lagi deg degan jg ama bumbum.. > &

Re: [ob] Watchout for traders and investors...

*Sangat tergantung dengan kejelasan nasib FBS, pembagian deviden, serta agenda persetujuan gadai asset termasuk anak usaha (apabila jadi).* ** ** *T.o.m * On 6/24/09, ben hur wrote: > > > > Pak Tom DS, apa bisa dishare mengenai pandangan anda bagaimana arah Bumi > setelah RU

[ob] Re: Watchout for traders and investors...

= 4.77M, market consensus is 4.8M (last month 4.68M). - US Housing Price Index will be released today = -0.1%, market consensus is -0.3% (last month -1.1%). * *Do you dare to take the risk as well as good opportunity for bottom fishing today? =)* * * ** *T.o.m* On Tue, Jun 23, 2009 at 8:23 AM, Tom

[ob] Watchout for traders and investors...

*Watchout for traders and investors...* ** ** *- Germany Manufacturing Purchasing Managers Index (PMI) will be released today, market consensus is 40.9 (last month 39.6).* *- Germany Purchasing Managers Index services will be released today, market consensus is 46.0 (last month 45.2).* *- US Existi

Re: [ob] Bumi Investors Say: ‘No Probe ? No Problem’ - APA GUE BILANG! INDO UDAH R USAK! INVESTOR LUAR LARI SEMUA

*Komporisasi dari Pak t_bumi terdeteksi... =)* ** ** *T.o.m* On 6/21/09, t_bumi wrote: > > > > > --- In obrolan-bandar@yahoogroups.com, agung aja wrote: > > > > gabung KIPS aja biar kenal Pak Rully dan tau apa yang dibahas di dalam > KIPS > > > > > > Sip : tbumi > > Suhu politik di Iran yang ma

[ob] Sell on strength today and on monday...

*Sell on strength today and on monday... * ** *While be prepare and anticipate for the worst on :* *- UK nationwide housing price if drop below 11%, the effect will be on tuesday* *- German June business sentiment index if lower than 85 and IFO business expectation if lower than 86, the effect will

Re: [ob] Pengumuman MAPPI

*As expected sir...* ** ** *T.o.m* On 6/16/09, hexam...@yahoo.com wrote: > > All, > > Apakah hasil MAPPI sdh diumumkan? Hasilnya apa y? Thx.. > > -Hexa- > Sent from my BlackBerry® smartphone from Sinyal Bagus XL, Nyambung > Teruuusss...! > > > > + + > + + + +

Re: [ob] KEMAHALAN!!!!!!!!!!!!

*Sangat sesuai ekspektasi pak* ** ** *T.o.m* On 6/16/09, Ruz7 wrote: > > Mohon di MAAPI saja Pak TBUMI > > Optimis sajalah :) > Powered By FREN BondBerry. (Bayar Pake > Daun). Indeksbei3000® > > > -Original Message- > From: "t_bum

Re: [ob] Re: Saham Gorengan

*Hahahahaha* ** ** *T.o.m* On 6/14/09, t_bumi wrote: > > > > --- In obrolan-bandar@yahoogroups.com , > "[ M S ]" wrote: > > > > > > Menurut stastik yang mana nih? > > > > Sekarang bayak lembaga survey yang hasilnya beda² loh ...hehehe. > > > > Menurut sesepuh² saat ini bukan untuk invest, o

Re: [ob] Kenapa hasil Mappi ditunda terus ?????

*BUMI sengaja dijaga agak tinggi di 2150-2275.. * *Market avg buying price BUMI sejak awal 2009 sekitar 2000, sementara saat ini sebenarnya hasil MAPPI sangat tertutup, tidak seperti berita-berita sebelumnya yg mudah didapatkan bocorannya. Market (or should we say most of it was "BD") menjaga di ki

Re: [ob] QUIZ Bandarmologi sector BANK

*1. Buang habis BDMN+BMRI* *2. Ambil BBRI saat market panic karena banking sector kompak merah* *3. Ambil BBCA* *4. Tunggu announcement May inflation & BI rate cut early June* ** ** *T.o.m* On 6/13/09, jsx_consultant wrote: > > > > QUIZ Bandarmologi sector BANK > > Week end ini embah kasih quiz

Re: [ob] Re: Nyangkuters

*You're dreaming* ** ** *T.o.m* On 6/13/09, **bLi-iNdRa** wrote: > > > > Elsa ada brita nie, pertamina berencana menjual semua sahamnya di elsa. > > Best Regards > **bLi iNdRa** > Powered by my CPBerry® > > -- > *From*: anru.s...@gmail.com > *Date*: Sat, 13 Jun 20

Re: [ob] Re: WOW....

anak usaha. Bisnisnya > gak ada yg signifikan. > > Apa hasil nya u bnbr. > Terima kasih pak > Hans > > Sent from my BlackBerry® smartphone from Sinyal Bagus XL, Nyambung > Teruuusss...! > > -- > *From*: Tom DS > *Date*: Wed, 10 Jun 2

Re: [ob] BMTR & MNCN

belum di priced-in... Jadi market liquidity seperti ini, terutama dari retail investor/trader, belum masuk hitungan.* ** ** *T.o.m* 2009/6/10 Febry Hariyannugraha > > > Pak Tom, > > Hajar terus Pak sampe 900 ... > MNCN barang bagus gitu kok ... > Dari semua group Bimantara, cu

Re: [ob] Re: WOW....

rket liquidity).* ** *Atau khusus untuk BNBR perhitungan menggunakan Capital Asset Pricing Model (CAPM) juga cukup, apalagi bagi yang suka aplikasi ilmu statistik pada stock valuation* ** ** *T.o.m* 2009/6/10 hepisaham > > > Thanks a lot infonya pak Tom. > > Boleh di share perh

Re: [ob] Re: WOW....

*Dari laporan keuangan Q1 2009 yang baru diumumkan 2 minggu lalu sangat positif karena meski net income turun terhadap Q1 2008, namun penurunan tsb dikarenakan pencadangan kerugian yang cukup besar. Artinya apabila Q2-Q4 aman-aman saja (asumsi operating profit BUMI, sebagai salah satu kontributor i

Re: [ob] BMTR & MNCN

*Does it inline with my target price of MNCN at 280-310 before end of year 2009?* *Or was it too low??? =)* ** ** *T.o.m* On Wed, Jun 10, 2009 at 5:15 AM, tsunamizawa wrote: > > > hajarlagi windres > > >

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