Hehe.., Yaa Gatau jg pak yah.. Mandiri ajah nih yg resultnya Bagusan dr Bca aja menurut saya rada2 mengecewakan sedikit, (76% Eps Growth is fascinating. tp dicontribute besar jg dr penurunan provisi kerugian sebesar hampir 2 trilyun), BookValue 11% Growth YoY.
hanya Q4 resultnya yg aga sepet 7% Decrease against same period 2006. ya kalo angka Q4 ini kelanjutan di Q1 ya asem jg sihh... Tp Good Part Of Banking khususnya Mandiri sih di valuasinya yg menarik.. Eps Jump diatas 50% tp Harga awal 2007 ke sekarang masih ga jauh2 naeknya... kalo Inflasi udah easing dan BI Rate udah bisa di- cut lg sih yah yg cepet geraknya bisa banking sih.. cuma ya itu, Inflasinya boro2 easing ini aja minyak masih kuat di segini.. but we'll se better view 2-3 bulan lg dehh... --- In obrolan-bandar@yahoogroups.com, Andi Wahyudi <[EMAIL PROTECTED]> wrote: > > Banking kemarin diangkat, skrg banking diturunkan, banking hanya jadi SPV he he. > Jadi siapa yg diangkat sekarang? > > kang_ocoy_maen_saham <[EMAIL PROTECTED]> wrote: Udah lagi, weak result.. Earning Growth cuma YoY 5.8%, BookValue > Growth 13% YoY. Loan padahal Tumbuh Lumayan di 34%.. yaitu tadi., > ruang "tumbuh"nya udah mulai menipis/ketat. > > ini Quite weak sih kalo kata saya mah.. > > --- In obrolan-bandar@yahoogroups.com, "Prasetyo, Hani" > <Hani.Prasetyo@> wrote: > > > > > > Tergantung mana yang koreksinya dalemmmmm...... kolek aja... pasti > > rebound... > > > > Ada yg tau prediksi lap keunya BCA..... is it good enough??? > > > > > > > > ________________________________ > > > > From: obrolan-bandar@yahoogroups.com > > [mailto:[EMAIL PROTECTED] On Behalf Of t_bumi > > Sent: Thursday, March 27, 2008 1:51 PM > > To: obrolan-bandar@yahoogroups.com > > Subject: [obrolan-bandar] Re: BBCA vs BMRI > > > > > > > > --- In obrolan-bandar@yahoogroups.com > > <mailto:obrolan-bandar%40yahoogroups.com> , vividtrader > > <vividtrader@> > > wrote: > > > > > > Klo saya BMRI, punya manajemen papan atas. Hampir semua > > permasalahan masa > > > lalu bisa di selesaikan perlahan-lahan. Laporan keuangannya juga > > lebih bagus > > > BMRI > > > > > > 2008/3/27, Christine Boyd <christine0911@>: > > > > > > > > Rekan senior, > > > > mana yang di recommend BBCA atau BMRI saat ini? > > > > Terima kasih. > > > > Salam, > > > > Tien > > > > > > > > SIP : TBUMI > > utk perbankan BBCA, BBRI, BDMN dan BMRI boleh dikatakan hampir > > sama kuatnya. Semuanya pasti ada kelebihan dan kekurangan juga. > > > > > > > > > > > > > > > > This email and any attachments are confidential and may also be > privileged. If you are not the addressee, do not disclose, copy, > circulate or in any other way use or rely on the information > contained in this email or any attachments. If received in error, > notify the sender immediately and delete this email and any > attachments from your system. Emails cannot be guaranteed to be > secure or error free as the message and any attachments could be > intercepted, corrupted, lost, delayed, incomplete or amended. > Standard Chartered PLC and its subsidiaries do not accept liability > for damage caused by this email or any attachments and may monitor > email traffic. > > > > > > > > Standard Chartered PLC is incorporated in England with limited > liability under company number 966425 and has its registered office > at 1 Aldermanbury Square, London, EC2V 7SB. > > > > > > > > Standard Chartered Bank ("SCB") is incorporated in England with > limited liability by Royal Charter 1853, under reference ZC18. The > Principal Office of SCB is situated in England at 1 Aldermanbury > Square, London EC2V 7SB. In the United Kingdom, SCB is authorised and > regulated by the Financial Services Authority under FSA register > number 114276. > > > > > > > > If you are receiving this email from SCB outside the UK, please > click http://www.standardchartered.com/global/email_disclaimer.html > to refer to the information on other jurisdictions. > > > > > > > > Send instant messages to your online friends http://uk.messenger.yahoo.com >
