YUP - kec 'udah belinya beberapa lama yl - biasanya turun2nya > dev
> 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! >> > >> > >> > >> > > >
