wah iyah? segitu ya pak.. sayah ngeliat sepintas di basemetal.com aja sihh pak yg tiga bulan, buat laporan q1 itu kan nariknya dari sekitar desember(delivery desember kan yg mulai dicatatkan di pembukuan januari) grafiknya 25000an ke atas trus sampe 50000 di maret, saya rata2in di 30000 aja dehh.. kalo gitu revenue 447 itu dari harga yg rata2nya 38000yahh waduh, kalo gitu skrg Q2 di angka kisaran 45000an doank 20%.. jadi 447 + (1.2*447) = 447 + 535 = 984 1h2007 = 984
inline sihh ama projected revenue 2000 TAPI DENGAN SYARAT H2 2007 nanti HARGA NIKEL HARUS DI LEVEL 40000an... baru bener tuh yg 100000an INCO... what IF Nickel AVERAGED PRICE ON H2 cuman 30000?!? H2 = 0.75 * 984 = 738 H1 + H2 = 984 + 738 = 1722 yah kalo revenue segitu sih TP 90000an masih wajarlahh Masalahnya cuman kalo worst case Nickel jd 20000an lagi ajah... revenue balik ke level consensus di 1500an dahulu semoga tidak yah, Amienn... --- In obrolan-bandar@yahoogroups.com, "Sudeswanto" <[EMAIL PROTECTED]> wrote: > > harga rata-rata nikel Q1 2007 = USD 38.809 /mt > harga rata-rata nikel Q1 2007 (per hari ini) = USD 46.592 /mt > > asumsi produksi dan sales volume tetap, dan yang lain2 tetap... > EPS Q2 2007 untuk ANTM dan INCO naik 20% > > Happy profit to all... > God bless you always! ^^ > > > -----Original Message----- > From: Eka Suwandana [mailto:[EMAIL PROTECTED] > Sent: 21 Juni 2007 10:47 > To: [EMAIL PROTECTED]; obrolan-bandar@yahoogroups.com > Subject: [obrolan-bandar] Re: Balasan: RE: [saham] Harga wajar ANTM & INCO > > > > Dapet terawangan kalo EPS INCO annualised Q2 bakal > jauh lebih baik. Sudah 1$! > EPS ANTM turun sedikit karena rugi kurs, dan cost BBM > industri naik. > --- Suwito Nugroho <[EMAIL PROTECTED]> wrote: > > > Kalo INCO bisa ikut CVRD, parent company-nya, so > > sah-sah aja > > Div yield di atas 10% wow... > > Kalo ANTM? Lha baru nyetel FeNi 3 aja udah > > kerepotan > > > > Sudeswanto <[EMAIL PROTECTED]> > > wrote: > > memang seharusnya begitu... ^^ hehehe > > God bless you always! ^^ > > > > -----Original Message----- > > From: nicholas alvin > > [mailto:[EMAIL PROTECTED] > > Sent: 20 Juni 2007 18:57 > > To: [EMAIL PROTECTED] > > Subject: [saham] Harga wajar ANTM & INCO > > > > > > Coba kita bandingkan saham ANTM & INCO dgn > > saham sejenis di DJ seperti BHP dan CVRD > > maka harga saham ANTM & INCO sangat murah > > > > > > BHP Billiton Ltd. (BHP) > > > > Pre-Market: 59.25 0.26 (0.44%) > > as of 7:03AM ET on 06/20/07 > > > > Last Trade: > > 58.99 Trade Time: Jun 19 Change: 0.00 > > (0.00%) Prev Close: 58.99 Open: N/A Bid: > > N/A Ask: N/A 1y Target Est: 45.72 > > Day's Range: N/A - N/A 52wk Range: > > 34.74 - 59.20 Volume: 5,000 Avg Vol (3m): > > 2,893,310 Market Cap: 175.02B P/E (ttm): > > 14.42 EPS (ttm): 4.09 > > Companhia Vale do Rio Doce (RIO) > > > > Last Trade: 45.80 > > Trade Time: Jun 19 Change: 0.00 (0.00%) Prev > > Close: 45.80 Open: N/A Bid: N/A Ask: > > N/A 1y Target Est: 44.41 > > Day's Range: N/A - N/A 52wk Range: 19.16 - > > 47.71 Volume: 0 Avg Vol (3m): 9,212,460 > > Market Cap: 110.59B P/E (ttm): 15.28 EPS > > (ttm): 3.00 Div & Yield: 0.68 (1.40%) > > Sedangkan PER ANTM baru 5.84 x dan INCO 6.66 x > > Day's Range: N/A - N/A 52wk Range: > > 34.74 - 59.20 Volume: 2,800 Avg Vol (3m): > > 2,893,310 Market Cap: 175.02B P/E (ttm): > > 14.42 EPS (ttm): 4.09 Div & Yield: 1.12 > > (1.90%) > > EPS ANTM Rp 2.250 dan INCO Rp 8.361,- > > > > Maka dengan PER 10 x harga ANTM Rp 22.500,- > > PER 10 x harga INCO Rp > > 83.610,- > > > > Kalau PER 14 x maka harga ANTM Rp 31.500 > > PER 14 x maka harga INCO Rp 117.000,- > > > > Apa komentarnya Pak Sudeswanto ? > > > > > > --------------------------------- > > Get the free Yahoo! toolbar and rest assured with > > the added security of spyware protection. > > > > > > > > > > > > > > --------------------------------- > > Lelah menerima spam? Surat Yahoo! mempunyai > > perlindungan terbaik terhadap spam. > > http://id.mail.yahoo.com/ >
