Maaf Bp/Ibu yth .... anda terlambat melihat dgn kacamata sbg apa INVESTOR or
TRADER ????
Tjuan sy berbagi informasi2 research yg didapatkan adalah sbg salah satu
alat u/ para rekan2 berinvestasi dgn baik & benar , semua yg ada hasil akhirnya
ada di tangan kita sendir Bp/Ibu yg terhormat .... menrut sy u/ saham2 BC atau
2nd liner yg berfundamental bagus tdk ada kata terlambat dalam berinvestasi ,
yg ada hanya Momentum yang tepat kapan kita harus masuk & keluar dari market
.... hal ini yg s/d sekarang sy harus masih banyak belajar dgn para senior di
milis2 yg ada , maaf jika pola pikir ini kurang tepat mohon u/ dikoreksi
Regards
laven_28 <[EMAIL PROTECTED]> wrote:
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
>
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