maaf..tertahan di RESISTANCE kuatny di 2975...
________________________________
Dari: kobayashi mitsukuni <ueno_kobaya...@yahoo.co.id>
Kepada: obrolan-bandar@yahoogroups.com
Terkirim: Rab, 9 Desember, 2009 19:59:57
Judul: Bls: [ob] Daily CL...HEXA new coverage TP 4150
betul tuh..tadi tertahan di support kuatnya 2975..
kayanya besok bisa2 doji....hehhehee...
________________________________
Dari: billy_budiman92 <billybudima...@gmail.com>
Kepada: obrolan-bandar@yahoogroups.com
Terkirim: Rab, 9 Desember, 2009 19:28:21
Judul: Re: [ob] Daily CL...HEXA new coverage TP 4150
ini kurang kerjaan dah postingannya, wakakakakkakaa
ya, HEXA biasa demennya absi bikin candle panjang, turun pelan2 and mungkin
besok bisa naik dikit dulu, hehehehee
--- In obrolan-bandar@ yahoogroups. com, "A9" <artomo...@. ..> wrote:
>
>
> Billy emang org baik. Kalo gak baik mana mau jc deket ama dia.
>
> Btw : hexa ya, biasanya besok hexa turun pelan pelan.
>
>
>
>
> Regards,
>
> -----Original Message-----
> From: Muhamad Rojak <muhamad.mawar@ ...>
> Date: Wed, 9 Dec 2009 10:06:18
> To: <obrolan-bandar@ yahoogroups. com>
> Subject: Re: [ob] Daily CL...HEXA new coverage TP 4150
>
> Wow, Billy hari ini kecipratan HEXA juga, ya? Tuh kan, orang BAIK
> kayak Billy, market merah aja masih dikasih rejeki. Apalagi kalo
> market ijo, pasti d udah kebeli kapal pesiar.....: -D
>
> 2009/12/9, Pitt The Wid <Pitt.The.Wid@ ...>:
> > 2 thumbs up !
> >
> > On Wed, Dec 9, 2009 at 4:33 PM, billy_budiman92
> > <billybudiman92@ ...>wrote:
> >
> >> Manteb dah CLSA, kombinasi antara support kuat 2,700 dan report CLSA 4,150
> >> langsung bawa terbang HEXA, hahahhahaaa
> >>
> >> --- In obrolan-bandar@ yahoogroups. com, Muhamad Rojak <muhamad.mawar@ >
> >> wrote:
> >> >
> >> > Iya Pak Herman, thanks banget ya atas infonya. Moga2 Pak Herman juga
> >> > dapet profit gede hari ini, he.. he..
> >> >
> >> > 2009/12/9, TimurLaut <i4n05@>:
> >> > > Pak Herman ini Jenderal juga ya? kaya Jenderal Arto.Banyak ammo
> >> nya.....
> >> > >
> >> > > Jam 11.16.24 tadi HEXA masih 2775.
> >> > >
> >> > > Punten, apa lagi ya pak? BMTR boleh nggak Pak?
> >> > >
> >> > >
> >> > >
> >> > >
> >> > >___________ _________ _________ ___
> >> > > From: M Herman <hermanlatief@ >
> >> > > To: obrolan-bandar@ yahoogroups. com
> >> > > Sent: Wed, December 9, 2009 11:16:24 AM
> >> > > Subject: [ob] Daily CL...HEXA new coverage TP 4150
> >> > >
> >> > >
> >> > >
> >> > >
> >> > > Good morning. There has been talk about big rallies in Jakartatoday as
> >> 11
> >> > > public demonstrations are scheduled to mark the International
> >> > > Anti-Corruption Day.
> >> > >
> >> > > Interestingly, despite earlier remarks that today's rallies against
> >> > > corruption could potentially be hijacked by rogue elements, President
> >> SBY
> >> > > welcomes the rally. The President further urged the public to
> >> > > celebrate
> >> > > today's International Anti-Corruption Day peacefully. Perhaps
> >> coincidental,
> >> > > the President cancelled a planned visit to Makassar in South
> >> > > Sulawesito
> >> open
> >> > > the 52nd Nusantara Day today.
> >> > >
> >> > > Perhaps more interesting is that President SBY confirmed yesterday
> >> > > that
> >> he
> >> > > will allow the Anti Corruption Commission (KPK) to continue
> >> > > wiretapping
> >> > > extraordinary crimes as part of his mission to combat corruption.
> >> President
> >> > > SBY also said that he disagreed with any efforts to strip the KPK of
> >> its
> >> > > power to prosecute which have come up in the deliberation of the
> >> pending
> >> > > corruption court bill.
> >> > >
> >> > > The attitudes toward corruption in Indonesiaare changing. KPK has very
> >> > > strong public support. The press in Indonesiais one of the freest in
> >> Asia.
> >> > > Change begins at the margin. Indonesiahas come very far, but
> >> anticorruption
> >> > > efforts must continue.
> >> > >
> >> > > The estimate on the number of marchers is varied from 40-100k. Some
> >> even
> >> > > mentioned 300k (highly unlikely, I think). But one thing is sure to
> >> happen
> >> > > today. We can expect Central and South Jakartato be mired in
> >> > > gridlock.
> >> > > Jakartans have been told to leave home earlier. Rally schedules and
> >> plans
> >> > > are widely distributed. No less than 13k officers would be deployed to
> >> make
> >> > > sure that the rallies remain peaceful. Jakartadoes not need extra
> >> problems
> >> > > to compound to its massive traffic problems. Average vehicle speed on
> >> roads
> >> > > is already so slow at 20km/hour. Can't get any slower…
> >> > >
> >> > > Research Today: Hexindo, Excavating returns - Initiate with a BUY -
> >> Tp4,150
> >> > > This is one of my high conviction pick in the small cap space (mkt
> >> > > cap
> >> > > US$245). They are second biggest heavy equipment (Hitachi)distributo
> >> > > r
> >> in
> >> > > Indonesia trading on on 6.3x 2010CL while churning over 40% ROE with a
> >> sweet
> >> > > 5% divy yield. This compare to 13x 2010CL, 25% ROE for United
> >> > > Tractors. Their revenue and operating profit has been growing at 33%
> >> and
> >> > > 52% CAGR over the past five years
> >> > >
> >> > > Hexa with a more focused business model with considerably higher
> >> earnings
> >> > > growth arguably should not be trading at a discount to UT in this part
> >> of
> >> > > cycle (a Sellers market here). Hexa is the dominate player in the
> >> super
> >> > > sized excavators with 100%, not typo here, market share in the over
> >> > > 250
> >> ton
> >> > > class (Komatsu does not even have a product of this size). Coal
> >> > > miners
> >> > > continue to upgrade (even Pama buy them) to these super sized
> >> excavators for
> >> > > operating efficiency as their scale up their production. Bluesky for
> >> this
> >> > > stock will be from infrastructure spending accounting for less than
> >> > > 20%
> >> of
> >> > > sales compare to over 80% in this segment pre 1997. BUY!
> >> > >
> >> > > Key takeaways:
> >> > >
> >> > > * Demand for heavy equipment is set to accelerate over the coming
> >> years as
> >> > > demand for power, particularly coal-fired, is booming. Chinaand
> >> Indiathermal
> >> > > coal demand may expand by 700m tonnes in just five years, equal to
> >> current
> >> > > global seaborne thermal-coal market
> >> > > * The company sells 23% of its unit to mining sector, mostly coal
> >> companies
> >> > > and contractors, while revenue from mining unit contributing to 67% of
> >> > > total.
> >> > > * Note that the company sold 54 large and giant equipments in
> >> Jan-Aug vs.
> >> > > 28 units in 2008 and has further secured almost US$190m worth of
> >> contracts
> >> > > to deliver another 64 units of equipments in 2010 order book period
> >> > > * The company has successfully de-leveraged its balance sheet
> >> > > after
> >> seeing
> >> > > its net gearing peaked at 144% as of Dec06, with net gearing as of
> >> Sep09
> >> > > stood at 33%. With its strong cash flow generation, we expect Hexindo
> >> to be
> >> > > in a net cash position in 2011.
> >> > > * Stock trades at 6.3x 2010 PER and 4.3x 2010 EV/Ebitda, still
> >> below its
> >> > > five years average historical valuations. Meanwhile, balance sheet
> >> > > and
> >> > > return are better than they were over the past five years
> >> > > DELTA DUNIA (DOID IJ) Conference call details
> >> > > Conference Call with Delta Dunia Makmur management team
> >> > >
> >> > > Date: Thursday,10 December 2009
> >> > > Speakers: Patrick Walujo (Vice President Director), Thomas Husted
> >> > > (CFO), Budikwanto Kuesar (Managing director BUMA)
> >> > > Time: 8am - London
> >> > > 4pm – Singapore/Hong Kong/Kuala Lumpur/Manila/ Shanghai/ Taipei
> >> > > 3pm – Jakarta/Bangkok
> >> > >
> >> > > Delta Dunia management team would discuss the latest progress post
> >> > > acquisition of Bukit Makmur (Buma), Indonesia's second-largest
> >> coal-mining
> >> > > contractor. With a proven track record, long-term relationships with
> >> > > customers and low cost base, Buma, in our view, could benefit from
> >> the
> >> > > growing demand for thermal coal from both domestic and regional
> >> markets.
> >> > > Please see attachment for calling details.
> >> > >
> >> > >
> >> > >
> >> > >
> >> > >
> >> >
> >>
> >>
> >>
> >>
> >> ------------ --------- --------- ------
> >>
> >> + +
> >> + + + + +
> >> Mohon saat meREPLY posting, text dari posting lama dihapus
> >> kecuali diperlukan agar CONTEXTnya jelas.
> >> + + + + +
> >> + +Yahoo! Groups Links
> >>
> >>
> >>
> >>
> >
>
>
> ------------ --------- --------- ------
>
> + +
> + + + + +
> Mohon saat meREPLY posting, text dari posting lama dihapus
> kecuali diperlukan agar CONTEXTnya jelas.
> + + + + +
> + +Yahoo! Groups Links
>
________________________________
Yahoo! sekarang memiliki alamat Email baru
Dapatkan nama yang selalu Anda inginkan di domain baru @ymail dan @rocketmail.
br> Cepat sebelum diambil orang lain!
Bersenang-senang di Yahoo! Messenger dengan semua teman. Tambahkan mereka
dari email atau jaringan sosial Anda sekarang!
http://id.messenger.yahoo.com/invite/
