Maksimum 5% dari portofolio ada saham bakrie, dan short term saja, lumayan naik-turun dan liquid, dan pengalaman saya aman...:-D
cheers iful --- redyherinantoalb <[EMAIL PROTECTED]> wrote: > That's not funny.... I konw someone still hold BUMI > at avarage 30 > rupiah.... 50.000 lot..... I lost BUMI once, but > with it's price now > I considering to take it as long term investment.... > althoung it > will break mu oath not to buy Bakries anymore... :D > > Redy > --- In obrolan-bandar@yahoogroups.com, "up_trends" > <[EMAIL PROTECTED]> > wrote: > > > > haha mr frederick u can be very funny sumtimes.... > > maybe Rp 35, or maybe Rp 990? or 1000? hihihi, i > leave the answer > to > > you. :) > > > > > > --- In obrolan-bandar@yahoogroups.com, Frederick > Schubert > > <pemainbesar@> wrote: > > > > > > not that funny....i stll have some at an average > of > > IDR35....so...take an easy... > > > hehe > > > > > > up_trends <up_trends@> wrote: > > > funny when some people said this stock > is good but > > actually they > > > still dont invest in it. if u are sure enough > bumi is going to > > 1200, > > > why u still don't have bumi? :) > > > > > > --- In obrolan-bandar@yahoogroups.com, Frederick > Schubert > > > <pemainbesar@> wrote: > > > > > > > > nope....but i may be looking at heavily > investing some big > chunk > > of > > > my fund.... > > > > and may forecast for BUMI fair value is more > than 1,200 rups.. > > > > > > > > but, what u said reminded me to an event when > i told people > that > > > Telkom's fair value is at 9,000 rups...at that > times Telkom's > share > > > price was at 4,400....haha > > > > peace ah.. > > > > > > > > up_trends <up_trends@> wrote: > > > > I'm guessing u have bumi? well good luck :) > > > > > > > > --- In obrolan-bandar@yahoogroups.com, > Frederick Schubert > > > > <pemainbesar@> wrote: > > > > > > > > > > don't have any problem with my > investment...my problem now > is > > > that > > > > i don't understand with what you said... > > > > > peace > > > > > > > > > > up_trends <up_trends@> wrote: > > > > > the problem is are u strong enough to see > other stocks > > > > rally giving u > > > > > a whooping 20%+ gain while bumi ....... :) > > > > > > > > > > --- In obrolan-bandar@yahoogroups.com, > Frederick Schubert > > > > > <pemainbesar@> wrote: > > > > > > > > > > > > well... > > > > > > come on...be realistic... and please > separate corporate > > action > > > > > and assets.... as of September 30 2006 (next > 9-month > earnings), > > > > > BUMI's assets should remain at IDR16.99 > trillion, compared > with > > > > PTBA > > > > > of ONLY IDR2.68 trillion, or INCO of > IDR15.23 trillion or > ANTM > > of > > > > > IDR6.6 trillion. > > > > > > > > > > > > If BUMI CAN manage its current debts by > any kind of > > refinancing > > > > > or loan bridging or whatsoever....BUMI mabe > as attractive as > > > Inco... > > > > > > > > > > > > The question for BUMI is how they can > manage their cash > > > > > flow...and maintain its loyal foreign > buyers.... > > > > > > > > > > > > So, with or without selling KPC and > ARUTMIN, which are the > > > > > largest coal miner by ASSETS and reserves, > BUMI still has > > > potential > > > > > for long term investment. > > > > > > > > > > > > cheers > > > > > > > > > > > > ariabela@ wrote: > > > > > > Sepertinya, pade kalah 'senior' semua sama > yg punyanya, > > > > > ya - nanti lama2 > > > > > > juga akan terlupakan/terselesaikan dg > sendirinya... > > > > > > > > > > > > Aria > > > > > > > > > > > > > Asetnya BUMI keliatannya masih menarik > dhe.. > ie :Arutmin, > > KPC > > > > > etc... > > > > > > > tapi manajemennya,,yakkhhhhhh. > > > > > > > > > > > > > > ----- Original Message ----- > > > > > > > From: up_trends > > > > > > > To: obrolan-bandar@yahoogroups.com > > > > > > > Sent: Tuesday, September 26, 2006 3:54 > PM > > > > > > > Subject: [obrolan-bandar] Re: masih > layakkah BUMI? > > > > > > > > > > > > > > > > > > > > > what goes around comes around. boongin > berita di bumi, > > > ketimpa > > > > > sial > > > > > > > lumpur enrg. minum deh tuh lumpur sampe > kenyang. > > > > > > > > > > > > > > --- In obrolan-bandar@yahoogroups.com, > "Jamal Nasution" > > > <jamal@> > > > > > > > wrote: > > > > > > > > > > > > > > > > > > > > > > > > klo cp nya beli banyak berarti mo > kesana > > > > > > > > tapi klo belinya cuma dikit berarti > barang banyak > nyangkut > > > > > > > > itu riset kapan? sesudah pembatalan > KPC ya > > > > > > > > > > > > > > > > ----- Original Message ----- > > > > > > > > From: Handika Wisnu > > > > > > > > To: Bandar > > > > > > > > Sent: Tuesday, September 26, 2006 > 12:43 PM > > > > > > > > Subject: [obrolan-bandar] masih > layakkah BUMI? > > > > > > > > > > > > > > > > > > > > > > > > Saya saat ini megang saham BUMI dalam > jumlah yg > lumayan > > > banyak > > > > > > > (menurut saya) karena dulu terpikat dgn > janji mo bagi > > dividen > > > Rp > > > > > > > 200/saham. > > > > > > > > Nah, yg mo saya tanyain...apakah BUMI > masih layak > > > > dipertahankan > > > > > > > ato tidak? > > > > > > > > Soalnya hasil dari cut loss ini akan > saya alihkan > untuk > > > invest > > > > > > > options di US market yg return-nya rata2 > 10% per bulan > > > (strategi > > > > > > > konservatif). > > > > > > > > > > > > > > > > Tapi barusan saya baca review BEJ dari > pusat riset > > Valbury > > > > > bilang > > > > > > > klo BUMI msh pny masa depan yg bagus, > keliatan dari > > banyaknya > > > > > bank2 > > > > > > > luar negeri yg msh mo memberikan > pinjaman hingga 2x yg > > > diminta. > > > > > > > > Katanya ini menunjukkan bahwa BUMI msh > dipercaya sama > > > investor > > > > > > > luar. > > > > > > > > Plus target dlm 3 bulan bisa balik ke > 950...dan jika > > > dihitung > > > > > > > fair value based on asset dan Gordon > growth model masih > di > > > > > Rp1100 - > > > > > > > Rp1200 > > > > > > > > > > > > > > > > Minta sarannya donk bwt yg sudah > senior...mesti > diapain > > ya > > > > saham > > > > > > > ini? > > > > > > > > Soalnya siklus dari pasar options di > US market tu tiap > > akhir > > > > > > > October bakal ada major momentum. sayang > bgt klo ! ampe > > > kelewat > > > > > > > > > > > > > > > > Terimakasih banyak > > > > > > > > > > > > > > > > Kutipan dari pusat riset Valbury : > > > > > > > > > > > > > > > > > > > > > > > > Special Mention: > > > > > > > > BUMI: 690-810. Best buy below IDR690. > The fact that it > has > > > > > > > secured a foreign bank syndicated loan > shows that > > > > > > > > foreign investors have still high > confidence in BUMI's > > > > future. > > > > > If > > > > > > > everything goes on smoothly, BUMI may > > > > > > > > return to visit IDR950 within threee > months. Fair > value > > > based > > > > on > > > > > > > assets and Gordon growth methodology > > > > > > > > remains at IDR1,100-IDR1,200 > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > ------------------------------------------------------- > --- > > > > > > > ---------- > > > > > > > > Talk is cheap. Use Yahoo! Messenger to > make PC-to- > Phone > > > calls. > > > > > > > Great rates starting at 1¢/min. > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > --------------------------------- > > > > > > Do you Yahoo!? > > > > > > Get on board. You're invited to try the > new Yahoo! Mail. > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > --------------------------------- > > > > > Do you Yahoo!? > > > > > Everyone is raving about the all-new Yahoo! > Mail. > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > --------------------------------- > > > > Talk is cheap. Use Yahoo! Messenger to make > PC-to-Phone calls. > > > Great rates starting at 1¢/min. > > > > > > > > > > > > > > > > > > > > > > > > > --------------------------------- > > > Talk is cheap. Use Yahoo! 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