Klo error on cost estimated gak bahaya tuh....klo error lagi gimana he3x...
--- In obrolan-bandar@yahoogroups.com, "hst auto" <[EMAIL PROTECTED]> wrote: > > jadi inget ENRG, MEDC waktu heboh Lapindo.... > masih ingatkah... mungkin ada benarnya lho!... liat sekarang! > > On Nov 14, 2007 4:14 PM, jsxtraders <[EMAIL PROTECTED]> wrote: > > > Kalau liat TA, ada tanda2 reversal, dua hari terakhir volume > > meningkat, kemarin waktu index drop cukup dalem, totl tenang2 aja di > > 630. Mungkin ada benernya juga BUY on (BAD) news! > > > > > > --- In obrolan-bandar@yahoogroups.com <obrolan-bandar% 40yahoogroups.com>, > > widhie@ wrote: > > > > > > Old adagio, SELL on (GOOD) news, BUY on (BAD) news ??? > > > > > > Just a thought... :D > > > > > > Rgds > > > > > > > > > On 11/14/07, Mas Anto <anto200711@> wrote: > > > > Total's earnings to decline by 49% this year > > > > > > > > q Total Bangun Persada estimates that this year net profit > > to decline > > > > by 49% yoy to Rp52bn, caused by cost over-run on three projects, > > error in > > > > cost estimation process and a project termination which burden > > the company > > > > with additional of Rp26bn expenses. The new estimates are 50% > > lower than > > > > the previous earnings guidance of Rp103bn for FY07. > > > > q Consequently, net margin will shrink to approximately 4% > > in FY07 from > > > > average of 6% for the last three years. The company plans to > > reduce its high > > > > net margin policy in order to be able to capture sizable project > > and sustain > > > > growth. > > > > q Total targets to book revenue and net profit of Rp2tn > > (+54% yoy) and > > > > Rp100bn (+92% yoy) in FY08, respectively, translating to a net > > margin of 5%. > > > > Such a strong growth outlook is expected to be driven by hefty > > carry over > > > > contract to 2008 at the minimum of value of Rp2.2tn. > > > > q Although we view that the revenue target in FY08 is > > achievable, > > > > margin pressure risk will remain, as the company will continue > > introducing > > > > lower margin policy to capture big projects and inflated project > > cost or > > > > default by project owner may occur again in the future. > > > > q The share price has declined by 24.7% since disclosure of > > the weak > > > > 3Q07 results, driving down consensus' PER08E to 13.8x. > > > > > > > > > > > > disclaimer: > > > > Kecuali kalau memang sedang koleksi. > > > > Keputusan akhir ada di tangan Anda.....bla...bla....bla.... > > > > > > > > > > > > > > > > > >
