Satu hal yg harus diwaspadai, market share Indofood terus berkurang kena gempur Mie Sedaaap dari Wing's group.
Wing's sangat memahami selera pasar, sangat jago mengelola brand dan sangat jago melawan raksasa. Di detergent upper segment, Rinso (Unilever) dibuat KO oleh So Klin. Di lower segmentnya, Daia terus melaju meninggalkan debu utk Surf (Unilever).
Kalo Wing's go poblic, saya pasti akan beli saham itu. Begitu juga kalo Sosro (ahlinya teh). Mereka berdua adalah pemain lokal yg sangat tangguh.
jsx_consultant <[EMAIL PROTECTED]> wrote:
--- In obrolan-bandar@yahoogroups.com, "Karno Edy" <[EMAIL PROTECTED]>
wrote:
> Masih dalam tahap negosiasi :
> Utang obligasi dalam US$ mau dibuy back tapi nunggu izin.
> Kalo sudah disetujui, laba operasinya ngga digerogoti rugi kurs
lagi, jadi laba bersihnya bisa lebih tinggi
Tapi untuk beli balik obligasi US$ kan KENA RUGI KURS JUGA jadi
SAMI MAWON. Apa bisa dituker pake indomie... hehehe...
Mungkin LOGIKA nya sbb:
- Ini berhubungan dengan PROFIT dari IPO, harga IPO pasti jauh
diatas harga penyertaan. Harga IPO kan bisa beberapa kali
harga buku. Jadi wajar aja kalo INDF naik....
(tapi menurut saya sih kalo US$ turun, berarti tidak ada lagi laba
kurs, jadi sama saja)
>
> Banyak duit juga nih artinya kalo bisa buy back obligasi.
>
> Rencana IPO anak perusahaan : PT Bogasari berdampak positif.
>
> Adjusting si raksasa kebluk, karena INDF molor melulu, sekarang
penyesuaian.
>
> Kira-kira itu yang bikin INDF gerak
>
> ----- Original Message -----
> From: Toto Setiawan
> To: obrolan-bandar@yahoogroups.com
> Sent: Friday, March 18, 2005 12:50 PM
> Subject: RE: [obrolan-bandar] INDF. Ada apa dengan mu??
>
>
>
> thanks..pak...adhi juga ok tuh ....sayang nggakkeburu beli....
>
> btw berarti posisi indf masih hold dong ??
>
>
> bnbr gimana? apa bisa ke 270 kayak kemarin???
> angga
>
>
>
>
> "Hari Anggono" <[EMAIL PROTECTED]>
> 18/03/2005 11:23 Please respond to
> obrolan-bandar@yahoogroups.com
>
>
> To <obrolan-bandar@yahoogroups.com>
> cc
> Subject RE: [obrolan-bandar] INDF. Ada apa dengan
mu??
>
>
>
>
>
>
>
> Restrukturisasi utang dalam US $ sepertinya berhasil ...
> Tiap tahun kurs US $ selalu menggerogoti keuntungan INDF, nah
tanpa utang US $ kebayang dong ...
>
>
>
> Dan sekali lagi, AALI is still raising ... lihat posting saya
tadi pagi ...
>
>
>
> Salam,
>
>
>
> -hari-
>
>
>
>
>
> -----Original Message-----
> From: Toto Setiawan [mailto:[EMAIL PROTECTED]
> Sent: Friday, March 18, 2005 10:20 AM
> To: obrolan-bandar@yahoogroups.com
> Subject: [obrolan-bandar] INDF. Ada apa dengan mu??
>
>
>
>
> ada yang punya analisa, kenapa INDF naik cepat ??
>
> angga
>
>
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