Kalau ngga salah ML juga pernah mengeluarkan analisa ttg INDF sekitar Feb, 2009
dgn TP < 900, tetapi sekarang INDF sudah > 2ribu.
Dan juga banyak analyst dari sekuritas lain yg memberi TP yang sangat
PESIMISTIC bagi TINS, ANTM dan INCO.
Ternyata hampir semua kurang tepat. Dan yang benar, tepat dan menang adalah
BANDAR dan si BOZZ.
Olehkarena patut dicatat bahwa kita perlu menanyakan TP kepada Mereka2 yang
mewakili para BANDAR dan BOZZ.
But who are they???
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-----Original Message-----
From: M Herman <hermanlat...@yahoo.com>
Date: Wed, 29 Jul 2009 03:55:53
To: <obrolan-bandar@yahoogroups.com>
Subject: Re: Bls: [ob] ML: BUY BUMI, TP 4000
Dulu daisy pernah bilang target bumi turun ke gopek..eh lewatin malah turun ke
390...mudah2an yang ini bener juga
--- On Wed, 7/29/09, Heru Susanto <h3ru.sus4...@gmail.com> wrote:
From: Heru Susanto <h3ru.sus4...@gmail.com>
Subject: Re: Bls: [ob] ML: BUY BUMI, TP 4000
To: obrolan-bandar@yahoogroups.com
Date: Wednesday, July 29, 2009, 4:55 AM
Bukan bokek, tp sengaja, nggak enak ama temen2 di shanghai, ntar dipikir
ninggalin hopeng.
On Wed, Jul 29, 2009 at 3:54 PM, Vernichtung <gambler.bej@ gmail.com> wrote:
BDnye bokek, walau udah disokong sama artileri pak Arto juga gak bisa tutup +
tuh.
On Wed, Jul 29, 2009 at 3:52 PM, er1ck <er1...@gmail. com> 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...@yahoo. co.id> 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...@gmail. com> menulis:
Dari: CUMI.JK (Buy, TP 5000) <cumie...@gmail. com>
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?
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