ebsite nya bumi.
Nd
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From: M Herman
Date: Fri, 23 Oct 2009 00:02:05 -0700 (PDT)
To:
Subject: [ob] ADRO cocok menggantikan BUMI
1) Kalau baca report analis ADRO produksi 39 juta ton coal ..bumi 52 juta
..sekilas gedean BUMI cuma kalau liat kepemilikan bumi secar
Buma Said to Plan $350 Million Sale of 5-Year Bonds This Month
2009-10-23 07:38:05.535 GMT
By Katrina Nicholas
Oct. 23 (Bloomberg) -- PT Bukit Makmur Mandiri Utama plans to sell $350 million
of five-year bonds as soon as this month with help from Barclays Plc, Deutsche
Bank AG and ING Groep NV
1) Kalau baca report analis ADRO produksi 39 juta ton coal ..bumi 52 juta
..sekilas gedean BUMI cuma kalau liat kepemilikan bumi secara legal di kpc dan
arutmin 70% (walaupun sekarang udah digadein semua ama CIC), maka output
coal bumi efektif cuma 35 juta ..yg 17 juta ton yg sisa haknya T
Adaro produced 38.5 mn tons of thermal coal in 2008, the second largest after
Bumi Resources’
production of 52.8 mn tons. As Bumi only controls 65%-70% of its coal-mining
subsidiaries KPC
and Arutmin combined production, Adaro is in fact the biggest coal producer in
Indonesia, in our
view.
Adar
Emang mendingan beli ADRO sih...kemarin ADRO dapet utangan US$800 juta bunga
cuma 7.6%...BUMI ngutang US$1.9 M bunga 19% (jauh amat spreadnya padahal sama2
dollar)... laba operasional BUMI bakalan banyak buat bayar utang (jangan2 owner
BUMI juga kreditornya cuma pake nama house asing kayak CS ,
BUMI TP 24xx ?
- Original Message -
From: EB™
To: obrolan-bandar@yahoogroups.com
Sent: Wednesday, October 21, 2009 8:08 AM
Subject: Re: [ob] bumi ke 2400 atau ke 3300..?
Karena yg disebut angka 2400 maka itu dulu yg disamperin boss.
Oke deh, siap untuk nampung!!!
PT Duta Graha Indah Tbk (DGIK) menyepakati untuk menjalin kerjasama dengan
Macmahon, perusahaan konstruksi dan kontraktor tambang asal Australia.
Memorandum of Understanding (MoU) ini dilakukan untuk mengefektifkan pekerjaan
kontrak pertambangan hingga memberikan pendapatan yang lebih besar.
"Se
saya punya cerita DOID pak...pelan2 naik terus... tanggal 11 nov mau RUPSLB yg
menunjuk bekas CEO UT jadi Dirut (UT is well known for its best managed
company) fundamentally ok (Buma kontraktor no 2 terbesar sesudah PAMA
...cocok dipimpin bekas orang UT) ...Nortstar udah tarok 1 komisaris da
kasih warning aja nih...hati2 kalau besok tembus 2600 banyak yg bakalan force
sell kena margin call...mudah2an besok reboundlah..soalnya kalau bumi turun
terus market juga gak semangat
--- On Thu, 10/8/09, ewing gareng wrote:
From: ewing gareng
Subject: Re: [ob] BUMI Research. heran ya
bisa jadi crossingan barang repo kali yayg saya khawatir sih emang sengaja
dibikin turun ..terus banyak yg kena margin call...bandar dapet lagi dibawah :)
--- On Thu, 10/8/09, mamank ada wrote:
From: mamank ada
Subject: Re: [ob] Fw: [saham] DetikCom: Crossing - BUMI = BNBR buy back
To: ob
-bandar@ yahoogroups. com [mailto:obrolan- ban...@yahoogrou
ps.com] On Behalf Of sahami...@ymail. com
Sent: Thursday, October 08, 2009 10:05 AM
To: obrolan-bandar@ yahoogroups. com
Subject: Re: [ob] DOID will be lead by ex-UT CEO
†hank's pak Herman buat info HEXA dan DOID nya.. Di t
The company will hold EGM on 11 Nov to name Hagianto Kumala its new CEO (ex-UT
CEO) ...good for company's operation and future prosepct
Hexindo (HEXA IJ) reaches its sales target. HEXA has sold 800 units of heavy
equipment and the remaining 400 are in progress. Most of the heavy equipment
goes to coal mining and forestry sector. The most recent contract is from Darma
Henwa (DEWA) worth US$16mn. Hexa is trading at 7x earnings co
Di kontan hari ini company bilang target penjualan udah nyampe...sisanya bonus
kali ya...and as I told you yesterday...HEXA dapet pesanan alat berat raksasa
dari DEWA...
I think Willi Sanjaya uses Bandarmology-derived target price...It could be
right if his view is supported by real-bandar eheheh...
--- On Wed, 10/7/09, charles_3983 wrote:
From: charles_3983
Subject: [ob] Re: Akuisisi BUMI Tak Akan Jadi Polemik
To: obrolan-bandar@yahoogroups.com
Date: Wednes
mau naik nih
besok kalau om Ical terpilih balik ke 3200kalau gak terpilih kebalikannya
2300
--- On Wed, 10/7/09, Heru Susanto wrote:
From: Heru Susanto
Subject: Re: Bls: [ob] BUMI good by 2900 ?
To: obrolan-bandar@yahoogroups.com
Date: Wednesday, October 7, 2009, 2:42 AM
bhua ha ha ha ha
Dewa order 3 alat berat raksasa (harga sekitar 40 m) dan minta dikirim tahun
ini juga untuk kejar target kontrak ama customernya tahun 2010 akan beli
lagi 8 alat berat untuk gantiin alat beratnya yg sekarang buatan
inggris...infonya dewa dikasih diskon gede tapi ternyata susah dipake dan jel
Just looking at 2009, the deficit will be close to US$2tr. Interesting to note
that US holds gold reserves of 8000ton or valued at $300bn at $1050/oz.
uOnly way out will be to continue to devalue the dollar against gold
and commodities. As Warren Buffet said recently, the "Greenback e
Looking at the 3Q results and 4Q picks, there is a noticably shift favouring
the small-mid cap names. Indeed big cappers were massive performers in 3Q and
makes perfect sense to start looking value lower down as valution of the bulge
bracket names does not look cheap anymore. A few highligh
oomberg
To: obrolan-bandar@ yahoogroups. com
Date: Friday, October 2, 2009, 3:28 AM
ya tapi sudah naek banyak sejak kemaren :)
ASRI sepertinya juga mulai ada gerakan :D
On Fri, Oct 2, 2009 at 2:23 PM, M Herman wrote:
feelin
feeling saya sih gorengan yg di backup fundamental...saya juga dapet dari temen
yg kebetulan sales (broker) nya ada bloomberg ( belum masuk udah naik nih :(
) ..kalau CPIN mungkin tanyak Pak Herman satu lagi
--- On Fri, 10/2/09, Learning Trader wrote:
From: Learning Trader
Subject: Re
Charoen Pokphand Thailand skrg di trade di harga 8.9 ( PE 8x) sedangkan CPIN
di 1630 trade di PE 4,3x
Anggap diskon PE 20%, trade di PE 6,4x CPIN di 2425
By Berni Moestafa
Oct. 2 (Bloomberg) -- PT Dayaindo Resources, an Indonesian
coal and nickel mining company, won a five-year contract to
supply 100,000 metric tons of medium-calorie coal to China every
month. Dayaindo shares rose to a three-month high.
The company signed the agreement wit
Rumor KARK mau jadi saudaranya SDRA ...naik
Recently there have been market concerns about ability of PLN (state electricity
company) to settle payables on its gas purchases from PGAS. Our
check with PGAS suggests that such concerns are unfounded, though we
have yet to obtain clarification from PLN.
According to PGAS, until now pay
Perusahaan Gas Negara
Sizable underserved demand at PLTGU Tanjung Priok
- 1.5km of the SSWJ - ALERT
. Supply to Tanjung Priok started: As contracted between PGAS and
Indonesia Power, 30MMScfd of gas supply will flow into PLTGU Tanjung
Priok starting Oct 5, 2009. The supply contract is for
info pak? rangenya kan 1500 – 1800…
From: obrolan-bandar@ yahoogroups. com [mailto:obrolan- ban...@yahoogrou
ps.com] On Behalf Of M Herman
Sent: Wednesday, September 30, 2009 9:28 AM
To: obrolan-bandar@ yahoogroups. com
Subject: [ob] Northstar masukin direksi ke DOID
perkiraan saya nih
perkiraan saya nih : Northstar telah punya (confirm membeli) saham DOID dalam
jumlah yg cukup besar ...kalau nggak mana mau DOID keluarin direksi lama
JAKARTA: Dua eksekutif Northstar Pacific Partners Limited hari ini diperkirakan
resmi masuk jajaran direksi PT Delta Dunia Property Tbk setela
volume kecil gampang dinaikin Pak Hubert...
--- On Mon, 9/28/09, Hubert Nice wrote:
From: Hubert Nice
Subject: [ob] MYOR bisa naik ke 4000 ? Volumenya kecil sekali ?
To: obrolan-bandar@yahoogroups.com
Date: Monday, September 28, 2009, 6:34 PM
Dear All,
MYOR bisa naik ke 400
di harga 4000 PE baru 9x...bandingin ama UNVR yg udah diatas 27x...
menurut pendapat saya , Tata lebih smart dr CIC karena dia langsung masuk ke
KPC dan arutmin ..bebrapa kali RUPS bumi bilang menjaminkan anak 2 usaha untuk
utang...kita sbg investor bumi sampai sekarang gak tahu jumlah shm kpc dan
arutmin yg udah dijaminkan bumi ...kalau bumi ampe default mung
mudah2an sebagian dana buat ekspansi produksi batubara...terus beli alat
berat.. tahun ini beli alat berat hexa 130 juta dollar ..tahun depan harus beli
lagi karena rencana awalnya beli alat berat $560 juta dollar...untuk
meningkatkan jumlah produksi ke 100 juta ton / tahun (ngarep mode on)
PM
Tapi saham ini kurang likuid pak sama seperti smdr dan auto kalau enggak salah
menurut pandangan saya tks
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From: M Herman
Date: Thu, 24 Sep 2009 20:37:02 -0700 (PDT)
To:
Subject: [ob] MYOR boleh liatin
PER masih 7.2x
PER masih 7.2x...laba bersih semester I naik 80% laba operasi naik 83%... PER
consumer goods lain jauh amat ...indofood udah 18x dan UNVR 27x
, September 17, 2009, 10:01 AM
Trading bumi pakai patokan berita kaya nguber kereta naek sepeda.. . :D
On Thu, Sep 17, 2009 at 9:56 PM, M Herman wrote:
jangan2 abis lebaran THR diminta balik :(
Bumi Denies Bisnis Report on CIC May Buy Its Bonds, Warrants
2009-09-17 10:23
jangan2 abis lebaran THR diminta balik :(
Bumi Denies Bisnis Report on CIC May Buy Its Bonds, Warrants
2009-09-17 10:23:45.936 GMT
By Berni Moestafa
Sept. 17 (Bloomberg) -- PT Bumi Resources, Indonesia's
biggest coal producer, denied a Bisnis Indonesia newspaper
report on Sept. 15 saying t
banyak reksadana yg pake nama optima bu (yg keluarin beda2)...liat aja daftar
reksdana di bisnis or investor daily
--- On Wed, 9/16/09, Peter Alimin wrote:
> From: Peter Alimin
> Subject: Re: [ob] reksadana optima
> To: "OB "
> Date: Wednesday, September 16, 2009, 3:09 PM
> Optima investama
!!
> --- In obrolan-bandar@ yahoogroups. com, M Herman wrote:
> >
> > SULI akan diakuisisi TKIM (menurut direksi TKIM di bisnis indonesia)..
> > karena yg mau diambil 60% pasti akan terjadi perubahaan majoritas pemegang
> > saham yang mewajibkan tender offer kalau
SULI akan diakuisisi TKIM (menurut direksi TKIM di bisnis indonesia).. karena
yg mau diambil 60% pasti akan terjadi perubahaan majoritas pemegang saham yang
mewajibkan tender offer kalau mereka pake rata2 harga 90 hari terakhir bisa
TO di 798Karena akuisisi belum resmi diumumkan (tunggu
hari ini ...wajarnya bisa mencapai 4800-6000
To: obrolan-bandar@yahoogroups.com
Date: Monday, September 14, 2009, 2:18 AM
Pak Herman,
Masalahnya sepertinya retail lebih nyaman pegang UNTR (grup Astra) daripada
Hexa kali ya. Mangkanya gak naik-naik ke 3000-an? Walopun PER nya better than
info gress nih...net profit 4 bulan (apr09-aug 09) HEXA telah mencapai US$17
jutakalau di setahunkan bisa jadi net profit Apr09-Mar10 (tahun fiscal
jepang) sekitar US$51 juta atau Rp510 M . EPS nya bisa 607 rupiahkalau
pake PER 8x aja harusnya harga wajar HEXA 4800-an... kalau pake PER
kalau bener bumi EPSnya semester I akan keluar sekitar 100 perak (0.01 dollar)
maka PERnya udah 16x ya bos untuk tahun 2009 pada harga sekarang. Apa gak lebih
menarik ITMG yang baru 9x or PTBA 12x an ? terus kalau dibanding tahun lalu
pertumbuhan laba bersihnya gak ada...mendingan ADRO PTBA ITM
Wuih mantap, thanks pak Herman. Berarti nilai indeks bener2 tergantung banget
sama ke sepuluh emiten ini ya kalau bobotnya sampai 49%, saya agak kaget juga
lihat BBRI bisa no 4. Saya belum pakai RTI pak, again thanks for the info.
2009/9/11 M Herman
kalau bapak pake RTI sih
tingginya? Sektor komo BCnya relatif stagnan. Bingung.com
2009/9/10 M Herman
mendorong kenaikan IHSG hari ini?
To: obrolan-bandar@yahoogroups.com
Date: Thursday, September 10, 2009, 3:37 AM
Jadi penasaran nih bagaimana perhitungan bobot emiten thdp indeks. Thanks.
2009/9/10 M Herman
BBRI BMRI TLKMbobot mereka gede di perhitungan indeks
-
BBRI BMRI TLKMbobot mereka gede di perhitungan indeks
--- On Thu, 9/10/09, Vernichtung wrote:
From: Vernichtung
Subject: [ob] Emiten mana sih yg mendorong kenaikan IHSG hari ini?
To: "obrolan-bandar"
Date: Thursday, September 10, 2009, 3:07 AM
Dear all,
Emiten mana sih selain ASI
asing (asli) males main bumi ..corporate governance risk remains high... kita
tungguin bantuan bandar (bisa pake asing juga) eheheh
--- On Thu, 9/10/09, boyz wrote:
From: boyz
Subject: Re: [ob] Re: IHSG new HIgh, BUMI kok gak ngikut...?
To: obrolan-bandar@yahoogroups.com
Date: Thursday, Sept
sesi 2 mungkin giliran BBKP diangkat..soalnya bank yg kecil2 lain udah dapet
giliran ...
--- On Wed, 9/9/09, frombuitenzorg wrote:
From: frombuitenzorg
Subject: BNBA Ajaib..hehehe..Re: [ob] BBKP, Bank BUKOPIN
To: obrolan-bandar@yahoogroups.com
Date: Wednesday, September 9, 2009, 10:22
HEXA menaikan target penjualan alat beratnya dari 800 unit ke 1200 unit ( di
kontan hari ini )
Penjualan di Augst mencapai tertinggi lagi setelah July yg mana di augst
sebesar 138 unit, juli 127 unit.
UNTR skrg ini trade di PE 14x 09F, sedangkan HEXA masih di PE 7x.
aja report UNTR
--- On Sun, 9/6/09, anrusing data wrote:
From: anrusing data
Subject: Re: [ob] presentasi DOID
To: obrolan-bandar@yahoogroups.com
Date: Sunday, September 6, 2009, 10:06 PM
liabilitiesnya dan overburdennya kok besar bgt?
On 07/09/2009, M Herman wrote
main dong
--- On Sun, 9/6/09, CUMI.JK (Buy, TP 5000) wrote:
From: CUMI.JK (Buy, TP 5000)
Subject: [ob] AKRA Main lagi gak yah?
To: obrolan-bandar@yahoogroups.com
Date: Sunday, September 6, 2009, 9:15 PM
===
BUY, BUY, BUY! KEEP BUYING AND NEVER SELL!
only other two
companies operating petroleum distribution, Petronas and Shell, are renting
AKR’s facilities.
--- On Thu, 9/3/09, D0N Qicot wrote:
From: D0N Qicot
Subject: Re: [ob] Serbu AKRA ?
To: obrolan-bandar@yahoogroups.com
Date: Thursday, September 3, 2009, 10:15 PM
Pak H
Rumor fundamental...AKRA akan membangun terminal bbm dekat lokasi tambang
batubara besar di kalimantan. ADRO baru aja kerja sama sama Shell (PT Adaro
Energy Tbk (IDX - ADRO) is pleased to announce its subsidiary PT Indonesia Bulk
Terminal (“IBT”) has signed a fuel facilities agreement with PT Sh
Herman
Sent: Thu, 03 Sep 2009 03:23 AM
To: obrolan-bandar@ yahoogroups. com
Subject: RE: [ob] DOID akhir Sep 3,000 (menjelang RUPSLB)
kemarin tutup turun karena "penjaganya" kabur dari gedung yang digoyang
gempa...mungkin kalau naik harus pelan2 karena udah pernah dimasukin UM
Buat yg belum pernah baca
INILAH.COM, Jakarta - PT Sentul City Tbk (BKSL) yang tidak sanggup membayar
utang, memutuskan untuk mengkonversi utang senilai Rp 81,2 miliar menjadi
saham.
Utang tersebut berasaal dari PT Citra Kharisma Komunika, Des Veoux Group
Limited dan Cyber Ready Consultant L
sorry, di 6.45 skrg
- Original Message -
From: Herman
To: obrolan-ban...@yahoogroups. Com
Sent: Thursday, September 03, 2009 10:29 AM
Subject: [ob] CPF:TB naik byk di Bursa Thailand - CPIN
CPF:TB jadi 6.35 bath
CPF:TB jadi 6.35 bath
lan-bandar@yahoogroups.com
Date: Wednesday, September 2, 2009, 9:57 AM
Butuh viagra neh...
--- Pada Rab, 2/9/09, M Herman menulis:
Dari: M Herman
Judul: RE: [ob] DOID akhir Sep 3,000 (menjelang RUPSLB)
Kepada: obrolan-bandar@ yahoogroups. com
Tanggal: Rabu, 2 September, 2009, 6:41 AM
20-60 perak sih adalah swing nya hhee
--- On Wed, 9/2/09, Sanjaya wrote:
From: Sanjaya
Subject: RE: [ob] DOID akhir Sep 3,000 (menjelang RUPSLB)
To: obrolan-bandar@yahoogroups.com
Date: Wednesday, September 2, 2009, 4:29 AM
Pak M Herman, berarti selama 1 bulan (s/d 30 Sep) DOID
Herman
To: obrolan-bandar@ yahoogroups. com
Sent: Wednesday, September 2, 2009 1:58:51 PM
Subject: [ob] DOID akhir Sep 3,000 (menjelang RUPSLB)
Supaya setelah placement harga masih di atas 2500 :)
Supaya setelah placement harga masih di atas 2500 :)
masih bisa naek ..
On 8/31/09, M Herman wrote:
> mudah2an DOID kasih THR...UBS (broker AK) buyback lagi tuh
>
>
>
--
Sent from my mobile device
Charoen Pokphand Thailand naik dlm 2 hr ini tertinggi, apa gara2 result dia jg
sebagus cpin indo ?
mudah2an DOID kasih THR...UBS (broker AK) buyback lagi tuh
Aria Bela Nusa
Subject: [Fwd: [ob] To Pak M Herman & Pak Herman --> MIRA bagaimana ? (riset by
CM)]
To: "obrolan-bandar"
Date: Friday, August 28, 2009, 4:58 AM
Sptnya masih ada yg masalah yg mengganjal2/ ketahan2 di bottom-line (P/L)
-
Baru dapet info nih bsde mau placment di 1000..mudah2an gak telat dan benar
infonya
fundamentalnya :
BSD was listed on the stock exchange in June 2008, an inopportune time for
a property company. The sharp rally in the company’s stock price reflects how
distressed values once were. Even so, N
BlackBerry®
From: M Herman
Date: Thu, 27 Aug 2009 19:50:20 -0700 (PDT)
To:
Subject: Re: [ob] Penjualan HEXA terbang - dari Optima
mau tambahin lagi pak Herman (sama nama nih )middle management HEXA juga
udah berunding dengan salah satu tambang batubara terbesar (top 5...tapi gak
mau tambahin lagi pak Herman (sama nama nih )middle management HEXA juga
udah berunding dengan salah satu tambang batubara terbesar (top 5...tapi gak
mau disebutin)...untuk membeli alat berat tambang hexa...kalau level top
management udah serahin kelevel bawah untuk hitung2annya... kontrak
kan masih jauh Pak ..bulan Oktober...gimana kalau diangkat dulu menjelang
oktober baru di diskon
--- On Thu, 8/27/09, Data Saham wrote:
From: Data Saham
Subject: [ob] DOID: Private placement Oktober ?
To: obrolan-bandar@yahoogroups.com
Date: Thursday, August 27, 2009, 9:09 PM
ada
Hexindo Adiperkasa (HEXA)
Perseroan menjual 127 unit alat berat dibulan Juli atau naik 35% dibanding 94
unit yang dijual di bulan Juni dan hampir 2x lipat rata-rata penjualan bulanan
selama semester I-2009 yang bersarnya 68 unit. Perseroan juga mulai membukukan
sebagian dari total kontrak ke K
To: obrolan-bandar@ yahoogroups. com
Sent: Thursday, August 27, 2009 1:17:17 PM
Subject: Re: [ob] watch DOID
BK hari ini banyak mamamin DOID nya pake Herman.. Apakah still goin up for
today/TP dulu?
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From: M Herman
Date: Wed, 26 Aug 2009 22:49:18 -0700 (PDT)
T
mudah2an tingkat naiknya bisa kayak TMPI hehe...tapi ini bedalah pak..kalau
TMPI mana ada sekuritas asing yang bikin report fundamental (sekuritas lokal
aja juga gak ada heheh)...yg satu perusahaan retail barang elektronik ..yg
satu lagi mau backdoor listing perusahaan kontraktor pertambangan n
DOID...?
hehehehe
namanya juga milis Obrolan Bandar, "pasti" isinya para Bandar yg lagi
ngobrol
From: Irwan Napitupulu
To: obrolan-bandar@ yahoogroups. com
Sent: Thursday, August 27, 2009 12:15:15 PM
Subject: Re: [ob] watch DOID
Hebat Pak Herman, walau market lagi
g ini mungkin lagi lebih tertarik sama BG.. Ato OB'ers jg udah pada
di dalem kereta nya tp gak pake acara bilang2.. Hehehe.. Besok lanjoet gak neh
pak Herman?
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From: M Herman
Date: Wed, 26 Aug 2009 01:41:17 -0700 (PDT)
To:
Subject: [ob] DOID : kok gak ada
g ini mungkin lagi lebih tertarik sama BG.. Ato OB'ers jg udah pada
di dalem kereta nya tp gak pake acara bilang2.. Hehehe.. Besok lanjoet gak neh
pak Herman?
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From: M Herman
Date: Wed, 26 Aug 2009 01:41:17 -0700 (PDT)
To:
Subject: [ob] DOID : kok gak ada
…
From: obrolan-bandar@ yahoogroups. com [mailto: obrolan-bandar@ yahoogroups..
com ] On Behalf Of M Herman
Sent: Wednesday, August 26, 2009 3:41 PM
To: obrolan-bandar@ yahoogroups. com
Subject: [ob] DOID : kok gak ada OB-ers yg tertarik omongin
KZ udah kasih tahu fundamentalnya tuh...masih
KZ udah kasih tahu fundamentalnya tuh...masih lumayan upsidenya heheh...volume
juga lumayan
ahoogrou
ps.com] On Behalf Of yanpha...@yahoo. com
Sent: Wed, 26 Aug 2009 08:18 AM
To: obrolan-bandar@ yahoogroups. com
Subject: Re: [ob] BTEL 220 besok terbang
Kalo gitu mending beli fren donk dgn modal 66 dpt btel di 220..
Sent from my BlackBerry®
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From: M Her
tukeran kepemilikan saham
thx
Hans
2009/8/25 I_R_G_7_I :
>
>
> Equity Swap artinya apa Pak Herman ?
> Fren nya ikut terbang jg tdk ?
>
> On 25/08/2009, M Herman wrote:
>> Info : BTEL dan FREN akan melakukan equity swap untuk merger, BTEL dinilai
>> Rp22
Boleh minta sumbernya Pak?
From: obrolan-bandar@ yahoogroups. com [mailto:obrolan- ban...@yahoogrou
ps.com] On Behalf Of M Herman
Sent: Tuesday, August 25, 2009 7:05 PM
To: obrolan-bandar@ yahoogroups. com
Subject: [ob] BTEL 220 besok terbang
Info : BTEL dan FREN akan
Info : BTEL dan FREN akan melakukan equity swap untuk merger, BTEL dinilai
Rp220/lembar dan FREN Rp 66/lembar.
__
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uot;
Date: Tue, 25 Aug 2009 15:19:39 +0700
To:
Subject: RE: [ob] watch DOID
waduh P' Herman ini rupanya temennya bandar yah.
kok tahu bener ttg DOID.
tapi memang bener sih, 90% dari saham sudah di lock ato di di repo, pokoknya
ngak beredar lagi.
Dari sisa 10% yg ada, 5 % dipegang band
kalau MYRX dan IIKP kan bukan backdoor listing pak...:)
--- On Tue, 8/25/09, lfcbej wrote:
From: lfcbej
Subject: Re: [ob] watch DOID
To: obrolan-bandar@yahoogroups.com
Date: Tuesday, August 25, 2009, 2:49 AM
DOID = IIKP = MYRX
Polanya sama, IIKP dan MYRX = ganti inti bisnis - harga s
, 8/25/09, M Herman wrote:
From: M Herman
Subject: [ob] CS upgrade UNTR ke 16800
To: obrolan-bandar@ yahoogroups. com
Date: Tuesday, August 25, 2009, 11:40 AM
CS upgrade UNTR ke 16800 dengan PER 14.4x... kalau HEXA di discount 30% trading
di 10x PE harusnya equivalent dengan 3950
rencananya minggu depan 2000...mudah2an market mendukung
--- On Mon, 8/24/09, idx trader wrote:
From: idx trader
Subject: Re: [ob] watch DOID
To: obrolan-bandar@yahoogroups.com
Date: Monday, August 24, 2009, 11:55 PM
TP brp pak ?
--- On Tue, 25/8/09, M Herman wrote:
From: M
secara fundamental kayaknya gak ada positifnya soalnya herald belum produksi
...tapi mungkin secara sentimen ya nunjukin bumi masih banyak duit hehehe
--- On Sat, 8/22/09, vaulst...@yahoo.com wrote:
> From: vaulst...@yahoo.com
> Subject: [ob] BUMI buy more Herald
> To: obrolan-bandar@yahoogro
, M Herman wrote:
> From: M Herman
> Subject: Re: [ob] CINA jebol tuh
> To: obrolan-bandar@yahoogroups.com
> Date: Friday, August 21, 2009, 1:05 AM
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tadi ada yg kirim artikel dari bloomberg (lewat ym ..sayang kehapus) katanya
pemerintah cina akan membatasi pinjaman bank karena disinyalir banyak yg dipake
main di pasar saham . Likuiditas akan mengkerut market china akan terhambat
kenaikannya or mungkin terus turun. ntar saya coba liat di blo
Subject: Re: [ob] HEXA bakalan dapet order besar lagi
To: "OB"
Date: Tuesday, August 18, 2009, 5:21 AM
Bukannya ini info dah lama, makanya besok tgl. 20 agustus mau RUPSLB! Belum ada
bocoran apa agenda nya?
Mudah2an khabarnya bagus lah!
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baru dapet info..HEXA most likely dapet order besar mirip KPC... top manajemen
udah ok sekarang lagi dihitung2 sama midle manajemen (bagian produksi) berapa
kira2 order untuk kebutuhan 3 tahun ke depan. tambang tersebut mau expansi
besar2an ini bukan buat trader tapi untuk longterm investor
kontraktor bisa tambah DGIK dan TOTL
mungkin alat berat HEXA/UNTR/INTA DEWA mah bukan produsen or distributor
alat berat..dia mah konsumen alat berat (perusahaan kontraktor tambang) :)
--- On Thu, 8/13/09, agung aja wrote:
From: agung aja
Subject: Re: [ob] Jembatan Selat Sunda
To: obro
menurut saya sih abis RI aja masuk...dana RI buat beli tambang timah di riau..
abis RI raja akan jadi perusahaan tambang timah tapi skala kecil-kecilan heheh
--- On Tue, 8/11/09, harry nugroho wrote:
From: harry nugroho
Subject: [ob] Right Issue RAJA
To: obrolan-bandar@yahoogroups.com
Date: T
info dari temen saya : kumpulin DOID buat lebaran , natalan or tahun baruan
mudah2an
2009 10:35 AM
To: obrolan-bandar@ yahoogroups. com
Subject: Re: [ob] alat berat tambang HEXA lebih OK dari UNTR
Hebat Pak Herman
Baru 5 Menit Posting, Hexanya dr 2925 jadi 3025 ...
I Love U Full Pak Herman ..
On Tue, Aug 11, 2009 at 10:25 AM, M Herman wrote:
United Tractors (UNTR
United Tractors (UNTR IJ) and Hitachi heavy equipment distributor Hexindo (HEXA
IJ) are the key direct benefactors. Interesting to highlight that customers in
the mining sector said that Hitachi’s excavators are the best performer in the
class. Hitachi has dominant market share in the super si
udah dibantah manajemen tuh ..kalau ada IQ plus bisa diliatatau liat Lap
Keu..gak ada hutang yg jatuh tempo juni 2009
--- On Mon, 8/10/09, Bonardo Paruntungan wrote:
From: Bonardo Paruntungan
Subject: Re: [ob] MIRA default?
To: obrolan-bandar@yahoogroups.com
Date: Monday, August 10
mari kita tunggu DOID dengan aksi korporasinya
udah dibantah sama manajemen di IQ plus
--- On Sun, 8/9/09, Nararya Elang wrote:
From: Nararya Elang
Subject: Bls: Bls: [ob] MIRA default?
To: obrolan-bandar@yahoogroups.com
Date: Sunday, August 9, 2009, 10:26 PM
Oh iya, yg punya utang anak perusahaannya (sptnya di Hk), tp kira2
pen
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