yap. catatannya SUN yield nya gak ikut naik, ato kenaikan yield SUN masih kalah ama kenaikan FCF yield equity.
tapi paling engga posisi terakhir ini 8 februari dari 5 februari, gak ada kenaikan yield SUN yg signifikan sementara equity yieldnya naik tajam. trus kepemilikan asing pada SUN masih 117 Tn atau lebih tinggi dari posisi awal februari 115 Tn. atau belon ada flight. pagi ini saya tes pasang bid buat lelang FR 40 di yield 10.85%, broker saya ketawa pak. padahal itu bukit asamnya pak rei FCF yield 2010nya udah diatas 10%. gimana tuh pak rei?. saya beli FR 40 apa beli PTBA nya pak rei?!. hehe 2010/2/9 Rei <highwaysta...@gmail.com> > > > 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. > > > -- 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
