Bagus rangkaian klipingnya Pak/Bu Mudy Situmorang. Saya tambahin, ya:
NEWS: - KPPU mengharuskan Temasek Holding (ICL) menjual 100% saham mereka di Indosat (41,9%). - Tapi, KPPU melarang siapapun untuk membeli lebih saham dari Temasek (ICL) lebih dari 5% saham ISAT TEBAKAN: - Berarti bakal ada 9 pemegang saham non publik baru di Indosat ( Silakan berspekulasi sendiri: Altimo, BTEL, Sampoerna, MNCN, TLKM, XL, SMART, First Media, Setyawan Djodi?) - Berhubung tenggat waktu yang disediakan KPPU hanya 2 tahun, mungkin pertempuran besar baru akan terjadi dua tahun lagi. Kalau calon penadah ISAT kompak mereka bisa memojokkan ISAT hingga mepet DL sehingga Temasek harus jual dengan diskon/harga pasar. - Tapi Temasek punya "senjata" tandingan berupa second IPO. Kalau tak dapat penawaran bagus dari para penadah, mereka bisa memanfaatkan jalur secondary IPO untuk jual saham. - Apapun yg terjadi, kalau banding Temasek gagal, mereka berkepentingan "mengerek" harga ISAT naik. - Sebaliknya, para pengincar saham ISAT hasil gusuran dari Temasek berkepentingan "melorotkan" harganya agar "lebih murah" cmiiw dan disclaimer: ini cuma tebak-tebakan. rgds CC On Nov 21, 2007 11:11 PM, Mudy Situmorang <[EMAIL PROTECTED]> wrote: > > > > > > > Bermula dari kemenangan BTEL yang tanpa modal > http://www.atimes.com/atimes/Southeast_Asia/IK22Ae01.html > "Bakrie Telcom, the politically connected telecom concern owned by the > family business group of Coordinating Minister for Welfare Aburizal Bakrie, > would likely benefit from any forced sale that ensues from a final appeal > ruling that goes against Temasek, industry analysts predict. > > Earlier this year the government controversially granted Bakrie Telecom a > license to operate nationally, expanding on an original concession that > restricted it to the main island of Java. While a court ruling that forces > Temasek to sell down its Indosat and Telkomsel stakes and allows Bakrie to > buy in would help that company's competitive prospects, it would also come > at the expense of Indonesia's only recently revived reputation as a safe > foreign investment destination." > > Terjemahan: > BTEL secara ghoib menang tender jadi operator nasional, tapi ga punya > fasilitas. Jadi harus beli saham ISAT ato TLKM supaya bisa cepet > operasional. Biar dikit gapapa. > > Kebetulan temen > > http://www.antara.co.id/arc/2007/4/9/wapres-perintahkan-menko-kesra-bentuk-b > adan-penanggulangan-bencana/ > "Jakarta (ANTARA News) - Wakil Presiden (Wapres), M. Jusuf Kalla, > memerintahkan Menteri Koordinator Bidang Kesejahteraan Rakyat (Menko > Kesra), > Aburizal Bakrie, bersama Kalakhar Bakornas PBP, Syamsul Maarif, segera > membentuk Badan Penanggulangan Bencana sebagaimana yang dimaksudkan dalam > Undang-Undang Penanggulangan Bencana." > > DPR mendesak KPPU > > http://nasrilbahar.wordpress.com/2007/11/08/kppu-diminta-tegas-tindak-dugaan > -monopoli-temasek/ > "Medan, WASPADA Online, Komisi Pengawas Persaingan Usaha (KPPU) diminta > tegas memutuskan kasus dugaan monopoli Temasek Holding dalam industri > telekomunikasi tanah air. Dimana Temasek Holding secara jelas telah > melakukan praktek cross ownership (kepemilikan silang) di Telkomsel dan > Indosat. > > Demikian beberapa anggota Komisi VI DPR terdiri dari Nasril Bahar (FPAN), > Nusron Wahid (FPG), Zainut Tauhid (FPPP) kepada wartawan di Jakarta, > kemarin. Menurut Nasril, sesuai pasal 27 UU No. 5 tahun 1999, jelas > disebutkan, pelaku usaha yang menguasai lebih dari 75 persen pangsa pasar > satu jenis barang atau jasa tertentu dinilai telah melanggar prinsip anti > monopoli." > > Keputusan KPPU keluar > > http://www.tempointeraktif.com/hg/ekbis/2007/11/20/brk,20071120-111915,uk.ht > ml > "The Commission Assembly, chaired by Syamsul Maarif, decided that the > Singaporean government-owned investment organization violated Decree No. > 5/1999 on Prohibition of Monopoly Practices and Unhealthy Business > Competition. > > As a result, Temasek must let go of its shares in Telkomsel or Indosat, > which is held by its subsidiary, SingaporeTelecom (SingTel) and Singapore > Technologies (ST) Telemedia. "The shares must be within two years at the > maximum since this decision has legal grounds ," said Syamsul, reading the > decision of the KPPU Commission Assembly session." > > Terjemahan: > Temasek harus jual sahamnya minoritas TLKM dan ISAT. > > Tapi grup Alfa dan Altimo gak boleh beli semua > http://www.thejakartapost.com/[EMAIL PROTECTED] > "The divested shares, Syamsul said, must not exceed five percent for each > buyer." > > Terjemahan: > Musti disisain buat BTEL group. > > Sekarang Temasek mulai bergerak: > http://web.bisnis.com/umum/hukum/1id31989.html > > to be continue... :-) > > -----Original Message----- > From: obrolan-bandar@yahoogroups.com > [mailto:[EMAIL PROTECTED] > On Behalf Of HS > Sent: 21 Nopember 2007 22:17 > To: obrolan-bandar@yahoogroups.com > Subject: RE: [obrolan-bandar] ISAT akan dijual oleh Temasek, Telkomsel > dihold > > kalo isat dilepas temasek, yg akan beli adalah altimo > dr rusia. altimo ini termasuk yg menggoyang temasek > dgn issue monopoli. goyangan sdh dimulai sejak akhir > 2005, dan masuk ke semua sendi kenegaraan: eksekutif, > legislatif, yudikatif, lsm, dll... jadi kalo temasek > mau menang banding, dia hrs lebih kuat infiltrasinya > kedalam tris politika, dll.. > > --- Mudy Situmorang <[EMAIL PROTECTED]> wrote: > > > Gak efektif, lebih efektif kumpul duwit, bayar > > anggota DPR yang menekan KPPU > > supaya berbalik mendukung Temasek ;-) > > Ato jangan-jangan lebih baik langsung bayar ke > > KPPU... > > > > Guyon mas... > > > > Orang rusak mah ga usah diurusin. Republik driven by > > interest. > > > > Buat trader, yang penting kita tau, TLKM gonjang > > ganjing 9.000 - 11.000= > > profit. Guncangan selesai TLKM naik 13.000 = profit. > > BTEL punya lobby kuat, > > bisa naik pake jet = profit. ISAT digoyang sampe > > Temasek lepas = profit. > > > > Kata GusPur: Gituaja kok repot.... :-) > > > > > > > > > > > > -----Original Message----- > > From: obrolan-bandar@yahoogroups.com > > [mailto:[EMAIL PROTECTED] > > On Behalf Of Eka Suwandana > > Sent: 21 Nopember 2007 14:08 > > To: obrolan-bandar@yahoogroups.com > > Subject: Re: [obrolan-bandar] ISAT akan dijual oleh > > Temasek, Telkomsel > > dihold > > > > gimana masyarakat investor bikin petisi ke KPPU! > > Supaya Temasek nggak kabur kita member OB kan ada > > 5000, kalo 2000 orang aja signed bagus. > > --- Dodik SUDIYONO <[EMAIL PROTECTED]> wrote: > > > > > beli indosat sekarang, wah tunggu aja maen tektok > > > ... liat bottomnya aja > > > deh ... menjelang 2 tahun kayanya tektok tektok > > ... > > > dalam 2 tahun nggak > > > kejual bisa bisa jualan di harga murah alias > > obral, > > > kalo temasek mau > > > ngelepas Indosat. > > > > > > memang agak membingungkan antara 2 pilihan > > telkomsel > > > atau indosat tapi > > > liat nasehatnya mbah aja deh ... ini perlu > > kejelian > > > pertempuran antara > > > bandar-bandar besar. > > > > > > mohon strategi pertempurannya mbah. > > > > > > gdbrook wrote: > > > > > > > > Temasek likely to keep stake in Telkomsel but > > > divest stake in > > > > Indosat. > > > > > > > > That's the answer why ISAT was increased higher > > > than TLKM today, to > > > > give a green umbrella for Temasek to leave. > > > > Buy ISAT buy !. > > > > gdbrook > > > > > > > > On 11/21/07, agoes_htm <[EMAIL PROTECTED] com > > > > <mailto:agoes_htm%40yahoo.com>> wrote: > > > > > Indosat: Temasek likely to keep stake in > > > Telkomsel but divest stake in > > > > > Indosat - report > > > > > > > > > > Indosat, the Indonesian-based telecom, will > > > likely be sold if Temasek > > > > > fails to appeal judgment by anti-monopoly > > > watchdog group, reported the > > > > > Straits Times. <br>Competition Supervisory > > > Commission (KPPU), the > > > > > Indonesian anti-monopoly watchdog, ruled > > against > > > Temasek on Monday > > > > > noting > > > > > that the company had violated foreign > > ownership > > > laws through its stake > > > > > in > > > > > Indosat and Telkomsel. As a result of the > > > decision, Indosat may be > > > > > forced > > > > > to sell off either its stake in Indosat or its > > > stake in Telkomsel. A > > > > > Citigroup report noted that the Telkomsel > > > business was much more > > > > > valuable > > > > > than the business of Indosat. > > > > > > > > > > Source : Strait Times > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > + + > > + + + + + > > Mohon saat meREPLY posting, text dari posting lama > > dihapus > > kecuali diperlukan agar CONTEXTnya jelas. > > + + + + + > > + + > > Yahoo! Groups Links > > > > > > > > > > > > > > __________________________________________________________ > ________ > Be a better pen pal. > Text or chat with friends inside Yahoo! Mail. See how. > http://overview.mail.yahoo.com/ > > + + > + + + + + > Mohon saat meREPLY posting, text dari posting lama dihapus > kecuali diperlukan agar CONTEXTnya jelas. > + + + + + > + + > Yahoo! Groups Links > >
