Beberapa yang aneh: 1. Di websitenya bumiresources 2007 core income bisa naik 61% (setelah dikurangi penjualan TATA), th 2008 cuma diprediksikan naik 17%? Walaupun diperkirakan terjadi kenaikan harga coal yang sedemikian tinggi? (malah sudah disebutkan asumsi coal $110). 95% penjualan th 2006 adalah export. 2. Perkiraan harga akhir tahun 2008 adalah 2772, padahal sekarang jelas harga 6000an dan PER nya masih rendah. Mining stock termahal se-universenya (ANTM) masih dihargai 46xx (dari harga 5000an waktu itu), sementara BUMI dihargai cuma 2772 (dari harga sekarang 6000). Berarti BUMI super termahal dari seluruh universe yang pernah terciptakan?
Bingung antara riset beneran atau cuma romor saja ya? Wah kalau rumor semoga bisa diampuni dosa2nya. HS _____ From: obrolan-bandar@yahoogroups.com [mailto:[EMAIL PROTECTED] On Behalf Of arnold Sent: Monday, December 10, 2007 8:25 PM To: obrolan-bandar@yahoogroups.com Subject: Balasan: Re: [obrolan-bandar] Hati2 BUMI mau diguyur janggal banget.. separah2nya minyak, spread nya gak akan sejauh itu.. ML against other securities.. salam arnold --- In obrolan-bandar@ <mailto:obrolan-bandar%40yahoogroups.com> yahoogroups.com, "Rei" <[EMAIL PROTECTED]> wrote: > > ML targetkan PTBA 15000, tapi BUMI cuma 2700 yah? > Ada yg janggal? Bukannya BUMI yg banyak export? Saya nggak punya > BUMI sih... > > --- In obrolan-bandar@ <mailto:obrolan-bandar%40yahoogroups.com> yahoogroups.com, Irmawan Sadikin > <irmawan_sadikin@> wrote: > > > > > > > > Subject: BUMI (TP Rp2,772) - Merrill Lynch: Only for the > > brave and the nimble. Global assumptions on thermal coal price > raised. > > Assumptions on sales and cost mix refined. Outcome: A mixed bag; > Neutral > > reiterated. Current share pirce demands US$ 110/t thermal coal > > > > > > > > Earnings revision We have raised core net income by 17% for FY08E and by 16% for FY09E. However, FY10 and FY11 forecasts are cut by 8% and 22%, respectively. Our year-end 2008 DCF estimate has risen by 5% to Rp2,772/sh, still 55% below the last closing price of Rp6,150. ########################################### This message has been scanned by F-Secure Anti-Virus for Microsoft Exchange. For more information, connect to http://www.f-secure.com/
