Yg hari ini niat nyimpen bumi spy dapet dev udh banyak yg mabur..., hehe..., barangnya dah pindah tangan, ilang dah gocap... bisa aje si Bozz.. hehe
--- In obrolan-bandar@yahoogroups.com, er1ck <er1...@...> wrote: > > lapor jenderal, tolong bikin bumbum closing +25 perak aja , biar asoy geboy > besok nih... > > On Wed, Jul 29, 2009 at 3:46 PM, artomoro9 <artomo...@...> wrote: > > > > > > > > > risetnya artomoro terbit mendahului risetnya Daisy suryo. > > > > > > cuma artomoro kagak bisa nulis kaya DS. > > > > > > mangkanya ada gak yang mau ajarin FA dan TA..? > > > > > > DISCLAIMER ON > > > > --- Pada *Rab, 29/7/09, CUMI.JK (Buy, TP 5000) <cumie...@...>*menulis: > > > > > > Dari: CUMI.JK (Buy, TP 5000) <cumie...@...> > > Judul: [ob] ML: BUY BUMI, TP 4000 > > Kepada: obrolan-bandar@yahoogroups.com > > Tanggal: Rabu, 29 Juli, 2009, 1:16 AM > > > > > > > > Ini kata neng Daisy Suryo loh > > > > Q: Cumi-cumi mempunyai delapan kaki atau delapan tangan? > > > > *BUMI: Upgraded to Buy PO Rp4,000* > > *Daisy Suryo upgraded BUMI to Buy as she believes the twin woes of REPO > > and MTN issuance are now behind the company, and we can now focus on BUMI's > > core business **which should benefit from stronger thermal coal px into > > 4Q.* We remain confident of our US$80/t coal px forecast for JFY10-11. > > Our concern with BUMI are still present given the Bakrie group's aggressive > > bizz strategy and potentially huge development capex but we feel it is > > likely that BUMI will bring in strategic investors to share the load. > > Concern on corp. governance will still linger in my view, but for now the > > potential for forced sales, asset pledges, asset injections etc becomes less > > likely. So perhaps this is also a good time to remind that BUMI is a good > > coal sector proxy given its: 1) dominance as the world's 2nd-largest > > seaborne coal exporter, 2) largest coal stock and most liquid stock in Indo, > > 3) superior logistics & infrastructure, 4) robust growth profile combined w/ > > long reserve life. BUMI now trades on 9.5x '10 PE and at 18% disc to our > > NPV. This implies coal px of US$72/t, or 8% shy of current spot px, but > > Daisy points out that during up-cycles and recovery periods, valuation tend > > to overshoot their mean by 1-2 std deviations. She sets her PO at Rp4,000 > > implying 17x '10 PE, which is still a 30% disc to the previous upcycle. > > > > > > ------------------------------ > > Pemerintahan yang jujur bersih? Mungkin nggak ya? > > <http://id.answers.yahoo.com/question/index;_ylt=AvNICQ7kn6q3Q3xZLe8SqyXJRAx.;_ylv=3?qid=20080714024736AAnnlu0> > > Temukan jawabannya di Yahoo! Answers! > > > > > > >
