udah telat infonya, udah terbeng tuh dua saham...
--- In obrolan-bandar@yahoogroups.com, James Liem <[EMAIL PROTECTED]> wrote: > > Credit Suisse upgraded their CPO price forecast to RM 2700/tonne from RM 2500/tonne for 2008 and has resulted in a (positive) 16% change of AALI's 08E EPS from previous forecast. Hence, Credit Suisse upgraded AALI's target price to Rp 24,000/sh and during Friday's trading, AALI reached an all-time high of Rp 23,600/sh. At its target price, AALI will be trading at 18.5x of its 08E EPS. > > For this reason, we believe it is appropriate to use Credit Suisse's forecasts for other plantation companies like LSIP and SGRO. > > If LSIP and SGRO were to trade at par (in terms of valuation) with AALI, we could see 45% and 56% upside for both counters. Even, under the not-so-good scenario (EPS growth of only 12% and PER of 16x 08E EPS), LSIP and SGRO can still provide 20% and 30% upside potentials respectively. See attached Excel file for valuation matrix. > > Cheers > > __________________________________________________ > Do You Yahoo!? > Tired of spam? Yahoo! Mail has the best spam protection around > http://mail.yahoo.com >
