jadi equitnya kalu per sesi 1 sudah menarik ndak? atau masih belum menarik, turun lagi dong.
maklum ngak ngerti pak. ________________________________ From: Bagus Putra Perdana <disclosure....@gmail.com> To: obrolan-bandar@yahoogroups.com Sent: Tue, February 9, 2010 11:01:58 AM Subject: Re: [ob] Santai saja... Dividend asumsinya distributable dari FCF pak. nanti siang coba diupdate sama net cash per share yield per sahamnya juga deh. yap dibandingkan antara yield fcf sama yield govt bond. kalo sampe equity lebih gede dari govt bond maka equity jadi menarik apalagi yang FCFnya masih bisa tumbuh dan karakteristik emitennya bisa manage excess cash secara baik (bisa reinvestment secara bijak ato suka distribusi sisa free cash dalam bentuk dividen secara royal ) current = asumsi yield dari angka FCF 2010 normalized = asumsi rata2 dari 1 siklus operasi ( 5 tahun 2007-2008-2009- 2010-2011 ) On 9 February 2010 10:53, Dean Earwicker <dean.earwicker@ gmail.com> wrote: >Yang dipilih yang yield fcfnya lebih gede dari yield govt bond... bukan begitu >kang? > >PTBA, INCO, ITMG? > >wait... dividend pengaruh ga? > > >2010/2/9 Bagus Putra Perdana <disclosure.inc@ gmail.com> > > >> >>Yield FCF Equity ( versi asumsi full capex dan versi hanya maintenance capex >>) Vs Yield Govt Bond. dan posisi penguatan-pelemahan yield obligasi negara >>harian. >> >> >>2010/2/9 Febry Hariyannugraha <febry.hariyannugrah a...@gmail.com> >> >> >>>Hahaha .. >>> >>>Baru ane mau bilang .. tapi malu .. :) :) :) >>> >> >> >> >> >>-- >>Each piece, or part, of the whole nature is always an approximation to the >>complete truth, or the complete truth so far as we know it. In fact, >>everything we know is only some kind of approximation, because we know that >>we do not know all the laws as yet. Therefore, things must be learned only to >>be unlearned again or, more likely, to be corrected... ....The test of all >>knowledge is experiment. Experiment is the sole judge of scientific “truth”. >>- Richard Feynman >> >> >> > > >-- >Regards, >DE > > >http://www.idxbot. net <<-- website gue. Mampir donk.. :) > -- Each piece, or part, of the whole nature is always an approximation to the complete truth, or the complete truth so far as we know it. In fact, everything we know is only some kind of approximation, because we know that we do not know all the laws as yet. Therefore, things must be learned only to be unlearned again or, more likely, to be corrected... ....The test of all knowledge is experiment. Experiment is the sole judge of scientific “truth”. - Richard Feynman
