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Rugi selisih kurs di lapkeu 2004 (unpublished) kan
karena kurs tutup buku 2004 lebih tinggi dari 2003.
Kalo buy back 2005 kursnya sama dengan kurs tutup
buku 2004, berarti ngga ada laba/rugi kurs.
Tapi kalau sesudah buy back kursnya turun, berarti
ada potential laba selisih kurs yang hilang...kan saya juga emang udah bilang
sami mawon
IPO, menurut gw emang itu motif utama INDF naek,
supaya IPOnya sukses.
----- Original Message -----
Sent: Friday, March 18, 2005 2:39
PM
Subject: [obrolan-bandar] Re: INDF. Ada
apa dengan mu??
--- 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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