Bukannya pas tembus 2520 aja kang ocoy dah bilang menarik?...apalagi sekarang. Bandingkan saja angka2nya...makin turun makin menarik dibanding yield SUN.
On Tue, Feb 9, 2010 at 11:04 AM, Bonardo Paruntungan <lawlegali...@yahoo.com > wrote: > > > 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<dean.earwic...@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<disclosure....@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<febry.hariyannugr...@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 <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 > > > -- Sent from my coal-powered phone.
