bmri rada aneh nich..lap keunya blm keluar2... tapi TP tiap broker diatas 2300-an.... apa karena lap keunya bagus yaaa..makanya blm dimuncul2in..atau malah jelek..
tp menurut terawangan gw sich bagus...katrena akan katrol sektor banking nanti.. pak JT...udah boleh mulai collect gak neh...klo diliat dr sisi volume thnks again to prof JT ________________________________ From: simon bolenang <simon_bolen...@yahoo.com> To: obrolan-bandar yahoogroups <obrolan-bandar@yahoogroups.com>; saham yahoogroups <sa...@yahoogroups.com> Sent: Wednesday, 18 February 2009 12:07:58 Subject: [obrolan-bandar] BMRI Tp 1.7 x BV ( Rp 2650 ) Bank Mandiri Bank Mandiri (BMRI IJ) is now Arief’s top pick out of Indonesia. He raised PO 17% to Rp 2,800 and lifts 2009-10 forecast bottom line by 12-29%. BMRI has successfully revolutionized its operation, strengthened risk management, and cleaned up loan portfolio over the last 4 years and these structural changes are set to deliver sustainable improvement in earnings and RoE. As Indonesia implements easing monetary and expansionary fiscal policies, Arief see 2009-10 earnings benefits from higher NIM, better than anticipated loan growth, and resilient economic growth hence lower loan loss provisions. Stock trades on 6.3x EPS and 1.1x P/BV '09. Arief thinks the bank worth 1.7x BV when market realize fears about relaps restructured loan in BMRI is out of place. http://research1. ml.com/C/ ?q= V4ruqvv8RwrltljEpgr EYA%3D%3D& r=eryado New Email names for you! Get the Email name you've always wanted on the new @ymail and @rocketmail. Hurry before someone else does! http://mail.promotions.yahoo.com/newdomains/sg/
