Wa cuma nonton aja. Gak ikutan.
--- Pada Sen, 23/2/09, JsxTrader™ <jsxtra...@yahoo.com> menulis:
Dari: JsxTrader™ <jsxtra...@yahoo.com>
Topik: Re: [obrolan-bandar] Fw: ANTM (TP Rp1,275) - CLSA: The gold argument
Kepada: obrolan-bandar@yahoogroups.com
Tanggal: Senin, 23 Februari, 2009, 12:35 AM
1250 posible, tapi hati2 jebakan breakout, at this level,
jangan makan dulu, kita minta BD 'buktikan' dulu kalau die serius mau jebolin
resistance.., baru nanti kita bantu dorong..... Hehehe..
Powered by Telkomsel BlackBerry®From: Rei
Date: Mon, 23 Feb 2009 13:59:16 +0700
To: <obrolan-bandar@yahoogroups.com>
Subject: Re: [obrolan-bandar] Fw: ANTM (TP Rp1,275) - CLSA: The gold argument
Antm tembus juga 1200...lanjutkah? tapi pak JT sdh bilang 1250 possible
ya...Selamat buat yg masuk di antm (not me...)!
On Mon, Feb 23, 2009 at 1:54 PM, Joe Grunk <joe_gr...@yahoo.com> wrote:
CLSA is bullish on gold and upgrading the price assumptions by around 25% to
27% over the next two years, with potential for short-term upside surprise.
Subsequently, we are raising our earnings forecasts for Antam by 90% to 25%.
Known to be a nickel play, gold contribution to Antam revenue could increase
from 10% in 2007 to an expected 30% in 2009 while the contribution to gross
profit could jump from 10% to 50% over the same period. Impact of higher gold
price over the longer run to earnings and cash flows is more subdued though,
due to relatively short gold reserves life, as reflected in 25% gold
contribution to our total DCF estimate. Antam valuations, PE and EV/EBITDA, are
not cheap but the counter offer the only gold exposure in town. Risks would
include stubbornly high ferronickel cost, immediate ban on nickel ore export,
and higher than assumed derivative loss. Upgrade to Outperform. With best
regards, Ahmad Solihin (Olie)CLSA Indonesia ,
Investment Analyst Phone: +62 21 2554 8834Mobile: +62 812 807 3656 Fax:
+62 21 574 6920ahmad.soli...@clsa.com CLSA CLEAN & GREEN: Please consider
our environment before printing this email.
The content of this communication is subject to CLSA Legal and Regulatory
Notices.
These can be viewed at https://www.clsa.com/disclaimer.html or sent to you upon
request.
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