Posting anda untuk hasil riset sangat-sangat bermanfaat. Kita harus menghargai kebaikan orang. Thanks Pak James.
On 10/30/07, James Liem <[EMAIL PROTECTED]> wrote: > > 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 <obrolan-bandar%40yahoogroups.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 > > > > > > > __________________________________________________ > Do You Yahoo!? > Tired of spam? Yahoo! Mail has the best spam protection around > http://mail.yahoo.com > > >
