Jangan percaya dengan report ANALYST : Kata dasarnya dari 'ANAL' and you know what comes out from there...
--- In obrolan-bandar@yahoogroups.com, "tbumi" <[EMAIL PROTECTED]> wrote: > > --- In obrolan-bandar@yahoogroups.com, Rei <highwaystar91@> wrote: > > Biasalah maling teriak maling dalam keadaan ini. Nanti > market yang membuktikan analisa siapa yg benar. > Ada pihak yg ingin barang murah, tapi masih belum bisa > dapat barang murah. Sehingga bikin news yg pesimis saja. > Dalam investasi, pemodal harus selalu optimis. > Hanya doa yg optimis pasti dikabuli TUHAN. > > > > > Pak Sulistyo, bukannya anda sdh memutuskan hal ini waktu > beli? "dibeli, buat warisan anak2 kalo udah gede aja"...nah kalo sdh > gitu, nggak usah pusing pak dgn rekomendasi dan berita ini itu yg > tujuan utamanya adalah hanya utk mendistorsi pikiran para trader > (seems to be working in your case as you doubted again your > decision). Mesti sabar pak dalam hal investasi saham, ingat postingan > pak DE mengenai bagaimana cuan 100%...baru2 ini. Kalo saham blue chip > apalagi pertambangan di hold minimum 3 thn akan memberikan return yg > sangat bagus. Ingat saja, teruslah tambah posisi antm anda sedikit > demi sedikit layaknya membangun bisnis atau fondasi yg kuat. Ingat, > ini bukan utk anda tapi utk ANAK2 anda jadi hitung2 nabung buat > mereka (jadi nantinya kita nggak usah keriting mikirin uang edukasi > buat mereka apalagi kalo mereka bilang, "Pa, teman2 semua ke US > lho...saya IKUT!". Nah, niscaya nantinya anda tinggal bilang, "No > problem!!!" > > > > So...sekali beli nggak usah ragu utk menyimpan antm (aduh, saya > mesti minta komisi nih dari antam ). It takes patience & time to > achieve great wealth. Kecuali mau trading harian...mending ke Genting > aja pak lebih seru > > > > > > sulistyo_winarto <sulistyo_winarto@> wrote: > > Dear Sobat2 OB, > > Soal ANTM punya aku gimana nehh ? dibeli, buat warisan anak2 kalo > > udah gede aja. > > Ini cuplikan dari luar & dalam soal ANTM > > > > Aneka Tambang Tbk PT ANTM.JK (Jakarta) > > Sector: Basic Materials Industry: Gold & Silver View ANTM.JK on > > other exchanges > > As of 4:00 AM EST > > Rp.3,675IDR > > Price Change > > 125.00 > > Percent Change > > 3.52% > > > > Profile Report > > Consensus Recommendation Company Fiscal Year End Month Last > > Updated > > HOLD December Monday, November 05, 2007 > > Analyst Recommendations and Revisions > > 1-5 Linear ScaleCurrent 1 Month Ago 2 Months Ago 1 Year Ago > > BUY (1) 2 2 3 1 > > OUTPERFORM (2) 2 2 1 0 > > HOLD (3) 3 3 3 7 > > UNDERPERFORM (4)2 1 1 0 > > SELL (5) 3 3 4 1 > > No Opinion 0 0 0 0 > > > > 3.18 3.09 3.17 3.00 > > NB : semakin besar nilai rekomendasi, maka semakin kurang disukai > > > > ANTM Kesulitan Jadi Perusahaan Kelas Dunia > > Posted November 2nd, 2007 by Redaksi > > o Berita > > o detik Finance > > Perusahaan pelat merah, PT Aneka Tambang Tbk (Antam) mengaku sulit > > berkembang menjadi perusahaan kelas dunia seperti Companhia Vale do > > Rio Doce (CVRD) dengan kondisi seperti sekarang. > > Dirut Antam D Aditya Sumanegara menjelaskannya dalam diskusi > > pertambangan yang digelar di Graha Niaga, Jakarta, Jumat > (2/11/2007). > > Berita selengkapnya bisa dilihat di detik Finance > > > > --- In obrolan-bandar@yahoogroups.com, "gmail-doekoen.jamoe" > > <doekoen.jamoe@> wrote: > > > > > > Quote from Klubsaham.com > > > > > > Aneka Tambang, Riding On Metal Prices > > > (ANTM.JK/ANTM IJ - Rp3,550) - SELL (under review) Result > > > > > > ANTM posted 9M07 revenues of Rp8.3tr or up by 143.1% YoY buoyed > by > > strong metal prices and higher sales volume of high-grade nickel > > ores. Higher prices guarded costs that have been hiking throughout > > the year. ???? [size=18][b] > > > > > > DISINI SI ANALIS TIDAK LIHAT REPORT PENGELUARAN BULANAN ANTM, > > DIA HANYA MENGUTARAKAN PENDAPAT PRIBADI.[/b][/size] > > > > > > As a result, ANTM registered robust gross profit and operating > > profit growth by 262.0% and 289.7%, respectively. Joint with higher > > dividend income, net interest income as well as a one-off item > > amounted Rp86bn, the company's strong operation performance lifted > > net profit by 373.7% YoY to Rp3.8tr. > > > > > > Sales volume of high-grade nickel ores, gold, and silver advanced > > by 126%, 83%, and 18% YoY to 5.0m wet metric ton (wmt), 3.7ton, and > > 18.9ton, respectively, compensating lower sales volume of low- grade > > nickel ores, bauxite, and ferronickel that dropped 62%, 23%, and 4% > > to 0.2mn wmt, 0.8mn wmt, and 9,279 ton. > > > > > > QoQ basis, ANTM booked 3Q07 revenues, gross profit, operating > > profit, and net profit of Rp2.3tr (-37.8% QoQ), Rp1.4tr (-48.1% > > QoQ), Rp1.2tr (-51.5% QoQ), and [b]Rp958.1bn [/b](-46.8% QoQ). > > > > > > Stock Data > > > > > > PERHATIKAN ANGKA-ANGKA AJAIB BERIKUT INI, ANGKA-ANGKA INI KELUAR > > TANPA ADA HUBUNGANNYA DENGAN ANGKA-ANGKA YANG DISAMPAIKAN DIATAS! > > > Target Price: Rp2,720 angka ajaib !!! > > > P/E (x): 7.8 angka lebih ajaib !!! > > > KENAPA CUMAN 7.8? APA NGAK TERLALU BESAR? KENAPA TIDAK 6.18? ATAU > > 5.5? ATAU 4.3? ATAU.....1 (satu) ? > > > P/BV (x): 3.8 > > > Div. Yield (%): 7.0 > > > > > > Comment > > > High metal prices has been the driving factor for stellar 9M07 > > performance, bringing ANTM sets of record performances from top > line > > (exceeding US$900m) to bottom line (exceeding US$400m). However, > > cost concerns will be the next crucial theme going into 4Q07 and > > onwards as oil price continues to strengthen while base metal > prices > > has started to decline. With the absence of huge capital- intensive > > projects, strong metal prices generated generous free cash flows > > that helped ANTM solidify its balance sheet, raising cash by more > > than 4.0x to Rp4.4tr and trimmed debt by 38% YoY to Rp1.0tr. As a > > result, ANTM's balance sheet reported a turnaround from reporting a > > net debt of Rp770bn a year earlier to a net cash of Rp3.4tr or net > > cash per share of Rp355. A strong balance sheet should provide a > > leeway for ANTM to materialize their acquisition plans. An > > accidental stoppage of the newly built FeNi-3 unit in mid-2Q07 > > resulted in a 20% QoQ decline in ferronickel production. Luckily, > > ANTM was able to offset the lower contribution from ferronickel by > > boosting the sales of high-grade nickel ores to China. Going > > forward, ANTM toned down its ferronickel production target in 2008 > > to 17,000 ton from high 20,000 ton. Gold production from Pongkor > has > > been slow to pick up with growth of only 1.0% YoY, while reporting > a > > 3.0% QoQ production decline in 9M07. > > > > > > AIYA ! TERNYATA ANGKA Rp2,720 DENGAN PE 7.8an DIDASARKAN NETT > CASH > > HINGGA BULAN SEP 07. YAITU SEBESAR RP 355 x7.8 (7.8 sendiri entah > > angka keramat dari mana?) > > > BARU 1 KALI INI AKU LIHAT SEORANG ANALIS MEMPERKIRAKAN Price > > Earning Ratio TERHADAP NETT CASH, BUKAN NETT PROFIT > > KUARTALAN/TAHUNAN! > > > WOW, MUNGKIN INI CARA ANALISA YANG BARU ! > > > > > > ANTM performance in 3Q07 was weak due to: > > > 1) declining prices of all metals produced by the company, except > > gold; > > > 2) lower sales volume of ferronickel and high-grade ores amid > > higher sales of gold and silver; and > > > 3) continued cost escalation. Consequently, we are not surprised > > to by the set of weak quarterly result. > > > > > > We are revising our projections, hence our recommendation and > > target price. Base metal prices have started to rebound albeit at a > > slow pace, while gold price is on the up trend. Any gold mine > > acquisition, could be a potential surprise; yet, it hinges on the > > quality of the mine. Financial Summary Y-o-Y and Q-o-Q > Profitability > > Performance > > > (Rpbn) 9M06 9M07 Chg (%) 2Q07 3Q07 Chg (%) > > > Revenue 3,401 8,270 143.1 3,628 2,256 (37.8) > > > Gross profit 1,506 5,452 262.0 2,601 1,350 (48.1) > > > Operating profit 1,317 5,132 289.7 2,496 1,211 (51.5) > > > Net profit 809 3,831 373.7 1,800 958 (46.8) > > > Gross margin (%) 44.3 65.9 71.7 59.8 > > > Operating margin (%) 38.7 62.1 68.8 53.7 > > > Net margin (%) 23.8 46.3 49.6 42.5 > > > > > > Adi Hartadi > > > Tel: (6221) 515 2727 > > > adi.hartadi@ > > > > > > DISCLAIMER > > > > > > MAKELAR BILANG BAHWA RESEARCH DARI SI ADI HARTADI BULL SHIT! > > > > > > Tapi sejujurnya Makelar sih senang kalau ANTM turun lagi karena > > sejujurnya ANTM overweight ama penumpang retail, sebaiknya para > > retail kecil seperti makelar dan teman-teman pada lepasin barang- > > barangnya agar ngereknya ngak susah. hi....hi....hi... > > > Disclaimer on. > > > > > > Daisy You've got friend now! > > > > > > > > > > > > > > > __________________________________________________ > > Do You Yahoo!? > > Tired of spam? Yahoo! Mail has the best spam protection around > > http://mail.yahoo.com > > >
