Upside risk? wkwkwk... ini analisnya ngetiknya jam 4 pagi kali ya..
2010/1/19 Ned Putra <nedpu...@yahoo.com> > > > KZ : (1) PGAS, a structural story, BUY Swati reiterates her conviction BUY > on Perusahaan Gas (PGAS IJ). Her TP is Rp5,250 and we think there is UPSIDE > risk to our forecasts. We view the weakness in stock price as a buying > opportunity. > > (2) SMCB, Nick Cashmore revises up SMCB earnings by 12% for this year and > 5.5% for next year. Our new profit forecast for 2010 put us 30% ahead of > consensus this year. With gross debt of US$230mn, all in US$, SMCB remains > sensitive to currency movements. Our new currency forecast of Rp8,800 by > year-end implies a further Rp120bn in forex gains for 2010. The stock > remains a conviction BUY > > semoga membantu :D > ------------------------------ > *Dari:* Cumi Makan Cumi <cumie...@gmail.com> > *Kepada:* obrolan-bandar@yahoogroups.com > *Terkirim:* Sel, 19 Januari, 2010 16:56:48 > *Judul:* Re: Bls: [ob] Holcim posts Rp350 billion in forex gain > > > > Kasih yang lengkap dong, Komandan! > > ======= > Cumi memang enak! > > > On Tue, Jan 19, 2010 at 16:21, Joe Grunk <joe_gr...@yahoo. > com<joe_gr...@yahoo.com> > > wrote: > >> >> >> Bukan itu sih sebenernya. >> >> Tapi ini : * >> >> * CLSA INDO: PGAS still top BUY + Holcim upgrade >> *As such we have upgraded Holcim Indonesia to one of our Conviction Buys. >> Tp2,400 (46% upside) - see below* >> >> >> >> >> ------------------------------ >> *Dari:* JsxTrader <jsxtra...@yahoo. com <jsxtra...@yahoo.com>> >> *Kepada:* obrolan-bandar@ yahoogroups. com<obrolan-bandar@yahoogroups.com> >> *Terkirim:* Sel, 19 Januari, 2010 16:14:07 >> *Judul:* RE: [ob] Holcim posts Rp350 billion in forex gain >> >> >> >> Besok pada jualan…… J >> >> >> >> *From:* obrolan-bandar@ yahoogroups. com >> <obrolan-bandar@yahoogroups.com>[mailto:obrolan-bandar@ >> yahoogroups. com <obrolan-bandar@yahoogroups.com>] *On Behalf Of *D0N >> Qicot >> *Sent:* 19 Januari 2010 16:12 >> *To:* obrolan-bandar@ yahoogroups. com <obrolan-bandar@yahoogroups.com> >> *Subject:* Re: [ob] Holcim posts Rp350 billion in forex gain >> >> >> >> Jyyaahhh.... . >> >> beritanya kenapa baru keluar..? >> ngak dari tadi pagi aja...? >> >> >> :D >> >> besok jebolin 1720 yuuukkk..... . >> >> regards, >> >> >> DonQicot >> *UNTR* gowes ke *NoBan *!! >> >> >> >> >> ------------------------------ >> >> *From:* noe <noewij...@yahoo. com <noewij...@yahoo.com>> >> *To:* obrolan-bandar@ yahoogroups. com <obrolan-bandar@yahoogroups.com> >> *Sent:* Tue, January 19, 2010 4:04:29 PM >> *Subject:* [ob] Holcim posts Rp350 billion in forex gain >> >> >> >> >> PT Holcim Indonesia Tbk (SMCB) is estimated to post Rp350 billion of >> foreign exchange translation gains following rupiah appreciation against US >> dollar. The company is expected to generate US$200 million in operating cash >> flow a year. >> >> Please visit http://www.wisnuwij aya.com <http://www.wisnuwijaya.com/> >> >> >> >> >> >> >> ------------------------------ >> Akses email lebih cepat. >> <http://us.lrd.yahoo.com/_ylc=X3oDMTFndmQxc2JlBHRtX2RtZWNoA1RleHQgTGluawR0bV9sbmsDVTExMDM0NjkEdG1fbmV0A1lhaG9vIQ--/SIG=11kadq57p/**http%3A//downloads.yahoo.com/id/internetexplorer/> >> Yahoo! menyarankan Anda meng-upgrade browser ke Internet Explorer 8 baru >> yang dioptimalkan untuk Yahoo! Dapatkan di sini! >> (Gratis)<http://us.lrd.yahoo.com/_ylc=X3oDMTFndmQxc2JlBHRtX2RtZWNoA1RleHQgTGluawR0bV9sbmsDVTExMDM0NjkEdG1fbmV0A1lhaG9vIQ--/SIG=11kadq57p/**http%3A//downloads.yahoo.com/id/internetexplorer/> >> >> > > ------------------------------ > Akses email lebih cepat. > <http://us.lrd.yahoo.com/_ylc=X3oDMTFndmQxc2JlBHRtX2RtZWNoA1RleHQgTGluawR0bV9sbmsDVTExMDM0NjkEdG1fbmV0A1lhaG9vIQ--/SIG=11kadq57p/**http%3A//downloads.yahoo.com/id/internetexplorer/> > Yahoo! menyarankan Anda meng-upgrade browser ke Internet Explorer 8 baru > yang dioptimalkan untuk Yahoo! Dapatkan di sini! > (Gratis)<http://us.lrd.yahoo.com/_ylc=X3oDMTFndmQxc2JlBHRtX2RtZWNoA1RleHQgTGluawR0bV9sbmsDVTExMDM0NjkEdG1fbmV0A1lhaG9vIQ--/SIG=11kadq57p/**http%3A//downloads.yahoo.com/id/internetexplorer/> > >
