[obrolan-bandar] Re: AALI

Wah, kayanya AALI agak susah nih turun.. Kalaupun turun paling nggak besar, setelah itu melanjutkan penguatannya. Potensi pengembangan lahan baru serta target price CPO 4500RM bakal jadi pemicu penguatannya sampai target price 39000 pada akhir 2008. Gimana yg lain? Any comment? --- In obrolan-

[obrolan-bandar] ANTM Strong Buy 3100, PGAS Buy 13500, UNSP Watch 2050

Strong buy ANTM on 3100 (+/- 1%)... Buy PGAS next week on 13500 (+/- 1%)... Watch UNSP when it hit 2050, prepare to take off to 2150...

[obrolan-bandar] GZCO 290-310 in July

Lets welcome GZCO in the trading range between 290-310 on July... And prepare to take off to 350 on August (after they release 2nd Quarter financial report/summary)... Pt from insider info.

[obrolan-bandar] Re: AALI terlalu cepat... --Nggak juga....

Menurut saya sih AALI di 28050 ini masih terlalu rendah dilihat dari fundamental financial performancenya, juga dari expansion plan, dan jangan lupa corporate strategy/management astra kan nomor 1... Low debt, high ROE, more on internal funding for expansion, very good financial support esp fro

Bls: Wanted: NEW captain pilot. was:Re: [obrolan-bandar] The Hell With DOW !!!

In short-term, stock market is a random walk my friend No doubt on that --- In obrolan-bandar@yahoogroups.com, Henry <[EMAIL PROTECTED]> wrote: > > Stop wasting the time by predicting the market..Sudah jelas kalau market tidak pernah bisa dipredict. Better spend the time by studying s

[obrolan-bandar] Re: IHSG - Volume Analysis

Kalo ngikutin FEELINGologi ala mbah, kayanya sih besok IHSG bergerak sideways.. karena trade balance hampir sesuai ekspektasi, terus utk data2 ekonomi lainnya udah di price-in hari ini. Jadi mungkin BUMI highest besok 8450 (diperkuat issue Herald yg bid price BUMI jadi 2.8 $/share,juga oil price

[obrolan-bandar] Re: Oil Analysis Mon 6/9/08

Btw don't forget one more thing my friend... China currently is expecting its Olympic in Beijing... Everyone here in petro business must know what the issue is... Oil demand from China is increasing as well as its derrivatives product such plastics, chemicals intermediate products, etc. These w

[obrolan-bandar] Re: GZCO target price 480-500 end of year 2008

Sorry kang ocoy baru balas... baru aja sempet balik ke kompie saya.. Utk data GZCO nya saya hitung pakai exp. end of year 2008 karena yg dihitung adalah price atau value di end of year 2008. Kalau nanti Q1 atau Q2 keluar data, kita compare aja growthnya kira2 bener nggak bisa sampe ke target en

[obrolan-bandar] Re: GZCO target price 480-500 end of year 2008

> > > --- In obrolan-bandar@yahoogroups.com, "Diwya Satwika Paramartha" > wrote: > > > > Hmmm... > > > > Memang kalau D/E terlalu tinggi bisa berbahaya, resiko terlalu > > tinggi... > > > > Tapi kan kalau kita hitung bersama2, current

[obrolan-bandar] Re: GZCO target price 480-500 end of year 2008

Yup benar... D/E tinggi artinya risk premium tinggi... Net Profit Margin & ROE tinggi akan membuat expected return juga tinggi. Company ini selain highly financial leverage, also having operating leverage... Dia bisa menjaga fixed cost di level yg minim.. Coba lihat exp. Operating Profit Margi

[obrolan-bandar] Re: GZCO target price 480-500 end of year 2008

Hmmm... Memang kalau D/E terlalu tinggi bisa berbahaya, resiko terlalu tinggi... Tapi kan kalau kita hitung bersama2, current liabilities GZCO Rp122bio, noncurrent liabilities Rp633bio, jadi total liabilities sekitar Rp755bio. Total equity dia Rp848bio. Semua pakai asumsi 2008 exp. Jadi kan

[obrolan-bandar] Re: IHSG turun tetapi volume kecil...ada yg ditunggu?

Ehm ehm... pak tbumi, memang kira2 hubungannya BBM naik kenapa BUMI nya jadi 4500 & AALI ke 21500? Bisa tolong dijelaskan alurnya pak? Secara BUMI & AALI commodity yg kayanya tdk berkorelasi positif dgn kenaikan BBM di dalem negri? Mungkin utk ASII sangat jelas akan drop.. --- In obrolan-ba

[obrolan-bandar] Re: WARNING dari EMBAH :BUMI

As I said earlier in my previous email...There's nothing wrong with its financial statements... It's just their game... BUMI? See what happen with ASII a week ago..it's clear that the big boys want to take their last year's profit to cover their SM asset loss. Soon, we'll experienced another r

[obrolan-bandar] Re: MINGGU DEPAN REBOUND PASTI

Kalo pinjam istilahnya "bang" warren buffet mah... "be greedy when everybody's afraid, and be afraid when everybody's greedy" Apalagi mau pada buang barang banyak to cover the loss asset... Just becarefull... play save hahaha... --- In obrolan-bandar@yahoogroups.com, Aiko DeAndre <[EMAIL P

[obrolan-bandar] Re: BUMI the index leader: TP1 = 5800, TP2 = 6300

Yah hopefully mbah... Tapi jangan kaget kalo di antara 6000-6200 membel ke bawah lagi, mereka nyiapin buat full take profit for the last EL's tsunami (mudah-mudahan sih the last tsunami, jangan diancurin lagi lebih parah...) Cuci gudang habis2an deh tu 2 securities Harap2 cemas and just p

Lyonnais Capital JUAL BUMI & 90% sahamnya di BEI for Rp 2T ----Re: [obrolan-bandar] BANDAR ITU KUAT dan LIHAI SEKALI

... > > > --- In obrolan-bandar@yahoogroups.com, "Diwya Satwika Paramartha" > wrote: > > > > Mungkin yg ahli bandarmologi lebih jago ngejelasin nih daripada > saya.. > > > > Yg jelas kalo saya punya duit segede itu mau dilepas, ngelepasnya > ya >

[obrolan-bandar] Re: BUMI dan EL

Hahaha... ikutan ketawa aja ah... Kemarin sempet beli BUMI di 4900, tadi begitu 5250 buru2 jual abis takut tsunaminya CL tiba2 menghajar... ~newbie juga nda ikut2an~ --- In obrolan-bandar@yahoogroups.com, "Hendra Santosa" <[EMAIL PROTECTED]> wrote: > > Weks asing berbahagia bener main di idx,

Lyonnais Capital JUAL BUMI & 90% sahamnya di BEI for Rp 2T ----Re: [obrolan-bandar] BANDAR ITU KUAT dan LIHAI SEK

ga sama ama RESEARCH/INFO artinya itu INFO > SAMPAH !!! sorry... Rule no 10. > > > > --- In obrolan-bandar@yahoogroups.com, "Diwya Satwika Paramartha" > wrote: > > > > hehe nggak enak sama EL... mungkin dia lebih tau persisnya... > > > > > &

Lyonnais Capital JUAL BUMI & 90% sahamnya di BEI for Rp 2T ----Re: [obrolan-bandar] BANDAR ITU KUAT dan LIHAI SEKALI

Mungkin yg ahli bandarmologi lebih jago ngejelasin nih daripada saya.. Yg jelas kalo saya punya duit segede itu mau dilepas, ngelepasnya ya nggak sekaligus.. biasa bandar... pake pancingan dulu.. abis market panic, sikat lagi dikit biar naik... Baru tsunami gede2annya... Ayo yg jago bandarmolo

Lyonnais Capital JUAL BUMI & 90% sahamnya di BEI for Rp 2T ----Re: [obrolan-bandar] BANDAR ITU KUAT dan LIHAI SEK

hehe nggak enak sama EL... mungkin dia lebih tau persisnya... --- In obrolan-bandar@yahoogroups.com, "abdulrahim abdulrahim" <[EMAIL PROTECTED]> wrote: > > Oh hehehe maip... > Sekarang CL udah buang berapa? Masih banyak yang mau dibuang? > > 2008/4/4 Diwya Satwi

Lyonnais Capital JUAL BUMI & 90% sahamnya di BEI for Rp 2T ----Re: [obrolan-bandar] BANDAR ITU KUAT dan LIHAI SEKA

t bocoran... jangan sungkan2 yahhh > > Biar kite2 para retailer cilik gak kena jebakan maut gitu lho... > > *solidaritas retailer kroco* > > On Fri, Apr 4, 2008 at 7:26 AM, Diwya Satwika Paramartha > <[EMAIL PROTECTED]> wrote: > > Wups... bocor deh... > >

Lyonnais Capital JUAL BUMI & 90% sahamnya di BEI for Rp 2T ----Re: [obrolan-bandar] BANDAR ITU KUAT dan LIHAI SEKAL

Wups... bocor deh... hehe... Tapi tenang aja BUMI-ers... Turunnya harga BUMI almost nothing to do with their fundamental... Makanya kata EL abis ancur2an bakal nanjak kenceng rollercoasternya... Udah ah nanti bisa diomelin sama yang punya gawe... Gw tunggu aja BUMI di harga 4000 lah baru si