Bagus Putra Perdana umurnya belom 24...? Tapi ilmunya...24 x 4 = kakek umur 96...? buset dah... jadi malu...[?]
2010/2/9 <highwaysta...@gmail.com> > > > Pak Hans, thank you kipas2nya. Ntar saya beliin bakso, wakkkk... :D > > p.s. Pemimpin utama Ptba yg sebenarnya, ampuni pak Hans...beliau cuma > bercanda. > > Sent from my computer of course! > ------------------------------ > *From: * Hans Kwee <hanskwe...@gmail.com> > *Date: *Tue, 9 Feb 2010 11:17:36 +0700 > *To: *<obrolan-bandar@yahoogroups.com> > *Subject: *Re: [ob] Santai saja... > > > > wah saya udah tahu mas Boys mau bilang apa... wak... harusnya dikasih waktu > kang bagus biar Boys kasih kita kuliah umum... > > wah kalau beli FR40 dgn ptba, tanya p Rei ya pasti lah PTBA.... orang dia > pemegang saham pengendali kok... > hehe > > > On Tue, Feb 9, 2010 at 11:12 AM, Bagus Putra Perdana < > disclosure....@gmail.com> wrote: > >> >> >> 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 >> > > >
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