Quoted from daily KK :
Hexindo Adiperkasa (HEXA)
Manajemen perseroan mengabarkan HEXA menjual 206 unit alat berat di bulan Maret
2010 atau lebih tinggi dari indikasi awal mereka. Penjualan tersebut
mencerminkan kenaikan 5 x lipat lebih dari penjulan di bulan Feb 2009 (38 unit)
dan naik 31% dib
kan dikasih asterik pak sama mereka...konsolidasi BUMA baru mulai bulan Nov
2009. Kalau dua bulan aja Pendapatan bisa 6 T dan laba usaha 1,2 T gimana nanti
kalau dikonsolidasi penuh 1 tahun. laba 2009 jelek juga karena banyak
penghapusan bisnis lama ..yaitu aset properti. Nanti kita liat laporan
Research Today: Hexindo Adiperkasa (HEXA IJ) update
Vera takes a look at HEXA, the distributor of Hitachi heavy-equipment smaller
version of United Tractor’s Pama (Komatsu) division. HEXA continues to deliver
strong performance. Feb2010 sales saw 157 units of heavy equipment up by 66%
Good Morning,
Indonesia continues to see strong institutional inflow. Index now testing the
pre-lehman high levels. Despite such impressive performance the JCI remains
the cheapest Asean market (with the exception of Thailand) at 11.7x 2011 but
yet churning by far the highest ROE of 25%. Wi
Herman for sharing.
I luv that
--- On Mon, 3/15/10, M Herman wrote:
From: M Herman
Subject: [ob] DOID tidak Rights Issue
To: obrolan-bandar@ yahoogroups. com
Date: Monday, March 15, 2010, 2:19 AM
Research Today: Delta Dunia - Fundamentals intact - BUY Tp2,300 - 63% upside
(by Olie
http://www.detikfinance.com/read/2010/03/14/184636/1318023/6/benakat-rampungkan-pembelian-saham-elsa-milik-tridaya
Ini info dari broker saya...BIPI udah closing beli ELSA..perhatikan transaksi
crossing ELSA lewat sinarmas (DH)..itu nilainya sama dengan 37% saham ELSA
diharga 330 (896 milyar). Siapa tahu masih bisa dapet cuan ...
gak apa2 255 dulu..abis itu ke 500 (ngarep mode on )
--- On Fri, 3/5/10, aki.lov...@yahoo.com wrote:
From: aki.lov...@yahoo.com
Subject: Re: [ob] BIPI
To: "noto prawiro" , obrolan-bandar@yahoogroups.com
Date: Friday, March 5, 2010, 2:20 AM
Ga bisa pak, BIPI hari ini mentoknya di 25
dokumennya palsu...ini saya dapet komen dari Investor relations bumi yg dikirim
oleh broker saya..
We do not know of any warrant issued by Bumi.
Both your attentions are drawn to our corporate announcement on 27 Jan '10 -
'Bumi Resources Reiterates Information Sharing Policy to Eliminate Rumor
Capturing momentum
We raised our volume assumptions by 17-32% as demand picks up thus, upgrade
earnings by 13% for 2010-2011. We expect margin recovery, in addition to volume
growth to help boosting earnings, up 48% YoY, in 2010. Hexindo offers over 40%
ROAE, 34% CAGR EPS growth, while still tr
2009-week 3 januari 2010.
with kind regards
hepisaham
Buy only Stock when HEPI RISK LEVEL is LOW
Powered by Risk Based Trading System (RBTS)
Facebook : hepisaham
From: M Herman
Date: Sun, 31 Jan 2010 17:25:41 -0800 (PST)
To:
Subject: [ob] HEXA masuk LQ45
Di web BEJ : HEXA masuk LQ
Di web BEJ : HEXA masuk LQ-45 menggantikan pnbn... artinya danapensiun
,jamsostek dan FM yang hanya mau beli saham LQ45 udah boleh beli hexa btw
laba bersih 9bulan (akhir des 09) naik 22%
ada yang tahu rumor TRIM ...kok jadi rame ya udah 2 hari ...
Research Today: Coal support companies update - DOID top pick
Analyst Olie revisits the three coal support companies – United Tractors
(UNTR), Delta Dunia (DOID) and Hexindo (HEXA). All three did better than
expected in 2H09 as volume recovered by an average of 20% to 100% HoH.
Olie has adjust
temen saya juga diperingatin brokernya on BNBR ( Bikin Nyungsep Baru Rasain) :)
--- On Thu, 1/21/10, lkm jkt wrote:
From: lkm jkt
Subject: Re: Bls: [ob] BNBR makin nyungsep aja...
To: obrolan-bandar@yahoogroups.com
Date: Thursday, January 21, 2010, 9:53 PM
Mbah.
Jangan lama lama si
lupa saya bilang...harusnya liat aja forecast analis untuk laba bersih
2010..karena itu baru kelihatan full impact dari akuisis Buma
--- On Thu, 1/21/10, M Herman wrote:
From: M Herman
Subject: Re: [ob] DOID masih lanjut gak besok...?
To: obrolan-bandar@yahoogroups.com
Date: Thursday
only fully releases its reward after a person refuses to quit.+++
Things may come to those who wait, but only the things left by those who
hustle.+++
From: M Herman
Date: Thu, 21 Jan 2010 03:43:27 -0800 (PST)
To:
Subject: [ob] DOID masih lanjut gak besok...?
Kamis, 21/01/2010 18
Kamis, 21/01/2010 18:29 WIB
Delta Dunia Gandeng Darma Henwa Garap Tambang
Whery Enggo Prayogi - detikFinance
(foto: dok detikFinance)
Jakarta - PT Delta Dunia Makmur Tbk (DOID) melalui anak usahanya, PT Bukit
Makmur Mandiri Utama (Buma) telah menandatangani Head of Agreements (HoA)
dengan
pick saham2 yg fundamental bagus.
Selain HEXA dan DOID, ada rekomendasi lain lagi ga pak? thanks.
--- In obrolan-bandar@ yahoogroups. com, M Herman wrote:
>
> saya cuma punya dikit pak (uang gak cukup buat jadi bandar)...saya juga heran
> kenapa belakangan ini kok hexa gak turun2...k
ini akan sampai di 4300...
memang valuasinya berapa pak?
2010/1/19 M Herman
Selain fundamental yg sangat baik ( HEXA merupakan distributor alat berat no 2
dengan valuasi PER 8.2x dibanding UNTR 17x)..ada info Hitachi Construction
Machinery Japan dan Itochu (keduanya pegang total
Selain fundamental yg sangat baik ( HEXA merupakan distributor alat berat no 2
dengan valuasi PER 8.2x dibanding UNTR 17x)..ada info Hitachi Construction
Machinery Japan dan Itochu (keduanya pegang total 78% saham HEXA)
sedang menggodok rencana menjadikan HEXA bagian (unit) dari PT . Hitachi
C
mental harusnya
naik' itu adalah DEWA or DOID? Ma'ap
Thanking in advance ya Pak atas kesabarannya menjelaskan.
From: M Herman
To: obrolan-bandar@ yahoogroups. com
Sent: Thu, January 14, 2010 10:28:59 AM
Subject: Re: [ob] DOID clarification on DEWA (broker CC)
kal
? DEWA will fly or nyungsep?
From: M Herman
To: obrolan-bandar@ yahoogroups. com
Sent: Thu, January 14, 2010 10:10:32 AM
Subject: [ob] DOID clarification on DEWA (broker CC)
DOID mentioned that they have signed a Heads of Agreement with DEWA with
regards to a subcontracting agreement on
DOID mentioned that they have signed a Heads of Agreement with DEWA with
regards to a subcontracting agreement on certain KPC and Arutmin contracts
subject to conditions such as seniority of payments (ie preference above
lenders). Note that, this presents upside risk, which has not been factore
Extensive talks between the two companies’ top management suggests that ADRO
would allocate more contract mining work to Buma (DOID’s subsidiary, which is
now 2nd largest contractor for ADRO) in the future. This is especially for
BHPBs Maruwai coal project if ADRO wins its bid. Buma will replac
duit dari mana lagi ya buat belanja ? serius nanya nih emang beneran
ga punya clue...
Dario Amran
--- Pada Sen, 4/1/10, M Herman menulis:
Dari: M Herman
Judul: Re: [ob] DOID Delta Makmur kaji beli kontrak KPC Satu skema yang mungkin
dilaksanakan adalah akuisisi Dewa
Kepada: obrolan-bandar
Balik ke atas 2000 dong DOIDnya :)
--- On Sun, 1/3/10, TimurLaut wrote:
From: TimurLaut
Subject: Re: [ob] DOID Delta Makmur kaji beli kontrak KPC Satu skema yang
mungkin dilaksanakan adalah akuisisi Dewa
To: "obrolan-bandar@yahoogroups.com"
Date: Sunday, January 3, 2010, 6:14 PM
Jik
menurut saya kalau ibu sri mundur saham2 b7 naik (bobot di index gak besar
paling total 8%) ..tapi saham big cap kayak pgas tlkm asii dan perbankan turun
(bisa 70% bobotnya di index) ...net impact ya IHSG turun
--- On Tue, 12/15/09, dario kurniawan wrote:
From: dario kurniawan
Subject: Bl
sistimatik.. ..mulai
KPK-->Century>mulai lagi isu kabinet...padahal masa pemerintahan blum 3
bulan berjalan saya optimis orang baik pasti menang...
Dario Amran
Dari: M Herman
Kepada: obrolan-bandar@ yahoogroups. com
Terkirim: Jum, 11 Desember, 2009 14:00:22
Judul: [o
http://www.detiknews.com/read/2009/12/11/124441/1258474/10/pusing-mikir-industri-pertahanan-menhan-tak-tahu-isu-kabinet-pecah
ay, December 9, 2009, 3:12 AM
Pak Herman ini Jenderal juga ya? kaya Jenderal Arto.Banyak ammo nya.
Jam 11.16.24 tadi HEXA masih 2775.
Punten, apa lagi ya pak? BMTR boleh nggak Pak?
From: M Herman
To: obrolan-bandar@ yahoogroups. com
Sent: Wed, December 9, 2009 11:16:24 A
Good morning. There has been talk about big rallies in Jakarta today as 11
public demonstrations are scheduled to mark the International Anti-Corruption
Day.
Interestingly, despite earlier remarks that today’s rallies against corruption
could potentially be hijacked by rogue elements, Presid
Jalan toll Bogor Outer Ring Road (BORR) milik jasamarga diresmikan hari ini.
Kawasan sekitar jalan tol , terutama sentul akan diuntungkan.
Event
· Bumi has announced that it is raising a US$300m convertible bond at a
5% coupon and 30% conversion premium. The conversion premium is based on the
average 3-day trading price from 20 November 2009.
Impact
· Relatively cheap finance. We are surprised at the low cost o
ane.. Go go bumi rp.3700
>Sent from my AXIS Worry Free BlackBerry® smartphone
________
>From: M Herman
>Date: Thu, 19 Nov 2009 23:58:13 -0800 (PST)
>To:
>Subject: [ob] CB Bumi + premium 30%
>
>
>dari broker asing nih...
>
>
>Dow Jo
dari broker asing nih...
Dow Jonesreported that Bumi Resources has sold US$300m of seven-year
convertible bonds at yield of 5.75%.
The bonds will have 30% conversion premium over reference price of Bumi shares.
According to the bankers quoted, the reference price will be the average of
Bumi
http://inilah.com/berita/ekonomi/2009/11/18/182054/antam-resmi-mundur-dari-divestasi-newmont/
, 11/17/09, M Herman wrote:
From: M Herman
Subject: [ob] HEXA by CLSA
To: obrolan-bandar@ yahoogroups. com
Date: Tuesday, November 17, 2009, 3:10 AM
Here’s a compilation of Hexindo historic annual reports. Note the one on the
far right is for the year 2008, titled “Awakening of the
Here’s a compilation of Hexindo historic annual reports. Note the one on the
far right is for the year 2008, titled “Awakening of the Giant”. Quite an
unusual title and style for a company that is known for being ultra
conservative.
Not entirely sure why the sudden change of style. Maybe H
hari ini ada transaksi nego antara OD (danareksa) dan IF (samuel ) untuk ctrs
di 825 dengan total nilai Rp243 milyar
--- On Mon, 11/9/09, M Herman wrote:
From: M Herman
Subject: [ob] CTRS from CLSA
To: obrolan-bandar@yahoogroups.com
Date: Monday, November 9, 2009, 2:15 AM
Ciputra Development (CTRA IJ) and Ciputra Surya (CTRS IJ), update from Sarina
It is reported in newspaper last Friday that CTRA will increase its stake in
CTRS by another 22%. We have spoken with management regarding this transaction
and the key point is that the 22% includes the 7.9% stakes bo
update on DOID placement
- The full deal size of 2.6bn shares has been issued (1,620m base + 980m
up- size; pricing range was 1350-1700)
- The book was heavily oversubscribed at the 1,400 level with nearly 90
accounts participating. The book is of high quality with good
participation fr
rall bukan "gawe" mereka hari ini...
Oentoeng
Pawang GL
--- In obrolan-bandar@ yahoogroups. com, Dean Earwicker
wrote:
>
> GL!
>
> Pada 6 November 2009 09:46, M Herman menulis:
>
> >
> >
> > CTRA akan menaikan kepemilkan di CTRS dari 39.9% ke 60%
CTRA akan menaikan kepemilkan di CTRS dari 39.9% ke 60% .
Direktur Ciputra Development Tulus Santoso mengatakan perseroan telah membuat
perjanjian dengan PT Samuel Sekuritas Indonesia sebagai sekuritas pelaksana
atas rencana tersebut. CTRA ingin memperkuat pengendalian atas Ciputra Surya
dengan
- CLSA is the sole global co-ordinator and Joint bookrunner for a placement
in Delta Dunia (DOID IJ)
- Indicative deal terms, to be confirmed on books open, are as follows:
- Deal Type: Placement of Existing Shares
- Deal Size: approx 1.6bn shares with an upsize option of up to 980
mil
Research: Holcim - New opportunities - BUY new Target Price Rp2,060
Indonesia cement companies are making a fortune. The top 3 cement companies
control over 90% of the market means enormous pricing power. Operating margins
are the highest in Asia. The key question to ask will be how sust
ebsite nya bumi.
Nd
Powered by NDBerry®
From: M Herman
Date: Fri, 23 Oct 2009 00:02:05 -0700 (PDT)
To:
Subject: [ob] ADRO cocok menggantikan BUMI
1) Kalau baca report analis ADRO produksi 39 juta ton coal ..bumi 52 juta
..sekilas gedean BUMI cuma kalau liat kepemilikan bumi secar
Buma Said to Plan $350 Million Sale of 5-Year Bonds This Month
2009-10-23 07:38:05.535 GMT
By Katrina Nicholas
Oct. 23 (Bloomberg) -- PT Bukit Makmur Mandiri Utama plans to sell $350 million
of five-year bonds as soon as this month with help from Barclays Plc, Deutsche
Bank AG and ING Groep NV
1) Kalau baca report analis ADRO produksi 39 juta ton coal ..bumi 52 juta
..sekilas gedean BUMI cuma kalau liat kepemilikan bumi secara legal di kpc dan
arutmin 70% (walaupun sekarang udah digadein semua ama CIC), maka output
coal bumi efektif cuma 35 juta ..yg 17 juta ton yg sisa haknya T
Adaro produced 38.5 mn tons of thermal coal in 2008, the second largest after
Bumi Resources’
production of 52.8 mn tons. As Bumi only controls 65%-70% of its coal-mining
subsidiaries KPC
and Arutmin combined production, Adaro is in fact the biggest coal producer in
Indonesia, in our
view.
Adar
Emang mendingan beli ADRO sih...kemarin ADRO dapet utangan US$800 juta bunga
cuma 7.6%...BUMI ngutang US$1.9 M bunga 19% (jauh amat spreadnya padahal sama2
dollar)... laba operasional BUMI bakalan banyak buat bayar utang (jangan2 owner
BUMI juga kreditornya cuma pake nama house asing kayak CS ,
PT Duta Graha Indah Tbk (DGIK) menyepakati untuk menjalin kerjasama dengan
Macmahon, perusahaan konstruksi dan kontraktor tambang asal Australia.
Memorandum of Understanding (MoU) ini dilakukan untuk mengefektifkan pekerjaan
kontrak pertambangan hingga memberikan pendapatan yang lebih besar.
"Se
saya punya cerita DOID pak...pelan2 naik terus... tanggal 11 nov mau RUPSLB yg
menunjuk bekas CEO UT jadi Dirut (UT is well known for its best managed
company) fundamentally ok (Buma kontraktor no 2 terbesar sesudah PAMA
...cocok dipimpin bekas orang UT) ...Nortstar udah tarok 1 komisaris da
kasih warning aja nih...hati2 kalau besok tembus 2600 banyak yg bakalan force
sell kena margin call...mudah2an besok reboundlah..soalnya kalau bumi turun
terus market juga gak semangat
--- On Thu, 10/8/09, ewing gareng wrote:
From: ewing gareng
Subject: Re: [ob] BUMI Research. heran ya
bisa jadi crossingan barang repo kali yayg saya khawatir sih emang sengaja
dibikin turun ..terus banyak yg kena margin call...bandar dapet lagi dibawah :)
--- On Thu, 10/8/09, mamank ada wrote:
From: mamank ada
Subject: Re: [ob] Fw: [saham] DetikCom: Crossing - BUMI = BNBR buy back
To: ob
unggu sharing yg lain
nya..
Regards..
Powered by Telkomsel BlackBerry®
From: M Herman
Date: Wed, 7 Oct 2009 20:01:50 -0700 (PDT)
To:
Subject: [ob] DOID will be lead by ex-UT CEO
The company will hold EGM on 11 Nov to name Hagianto Kumala its new CEO (ex-UT
CEO) ...good for comp
The company will hold EGM on 11 Nov to name Hagianto Kumala its new CEO (ex-UT
CEO) ...good for company's operation and future prosepct
Hexindo (HEXA IJ) reaches its sales target. HEXA has sold 800 units of heavy
equipment and the remaining 400 are in progress. Most of the heavy equipment
goes to coal mining and forestry sector. The most recent contract is from Darma
Henwa (DEWA) worth US$16mn. Hexa is trading at 7x earnings co
Di kontan hari ini company bilang target penjualan udah nyampe...sisanya bonus
kali ya...and as I told you yesterday...HEXA dapet pesanan alat berat raksasa
dari DEWA...
I think Willi Sanjaya uses Bandarmology-derived target price...It could be
right if his view is supported by real-bandar eheheh...
--- On Wed, 10/7/09, charles_3983 wrote:
From: charles_3983
Subject: [ob] Re: Akuisisi BUMI Tak Akan Jadi Polemik
To: obrolan-bandar@yahoogroups.com
Date: Wednes
mau naik nih
besok kalau om Ical terpilih balik ke 3200kalau gak terpilih kebalikannya
2300
--- On Wed, 10/7/09, Heru Susanto wrote:
From: Heru Susanto
Subject: Re: Bls: [ob] BUMI good by 2900 ?
To: obrolan-bandar@yahoogroups.com
Date: Wednesday, October 7, 2009, 2:42 AM
bhua ha ha ha ha
Dewa order 3 alat berat raksasa (harga sekitar 40 m) dan minta dikirim tahun
ini juga untuk kejar target kontrak ama customernya tahun 2010 akan beli
lagi 8 alat berat untuk gantiin alat beratnya yg sekarang buatan
inggris...infonya dewa dikasih diskon gede tapi ternyata susah dipake dan jel
Just looking at 2009, the deficit will be close to US$2tr. Interesting to note
that US holds gold reserves of 8000ton or valued at $300bn at $1050/oz.
uOnly way out will be to continue to devalue the dollar against gold
and commodities. As Warren Buffet said recently, the "Greenback e
Looking at the 3Q results and 4Q picks, there is a noticably shift favouring
the small-mid cap names. Indeed big cappers were massive performers in 3Q and
makes perfect sense to start looking value lower down as valution of the bulge
bracket names does not look cheap anymore. A few highligh
oomberg
To: obrolan-bandar@ yahoogroups. com
Date: Friday, October 2, 2009, 3:28 AM
ya tapi sudah naek banyak sejak kemaren :)
ASRI sepertinya juga mulai ada gerakan :D
On Fri, Oct 2, 2009 at 2:23 PM, M Herman wrote:
feelin
: [ob] KARK...this just out in Bloomberg
To: obrolan-bandar@yahoogroups.com
Date: Friday, October 2, 2009, 1:47 AM
gorengan abis... apa ga mending MEDC / CPIN yg lagi breakout pak :D
On Fri, Oct 2, 2009 at 1:20 PM, M Herman wrote:
By Berni Moestafa
Oct. 2 (Bloomberg
By Berni Moestafa
Oct. 2 (Bloomberg) -- PT Dayaindo Resources, an Indonesian
coal and nickel mining company, won a five-year contract to
supply 100,000 metric tons of medium-calorie coal to China every
month. Dayaindo shares rose to a three-month high.
The company signed the agreement wit
Rumor KARK mau jadi saudaranya SDRA ...naik
info pak? rangenya kan 1500 – 1800…
From: obrolan-bandar@ yahoogroups. com [mailto:obrolan- ban...@yahoogrou
ps.com] On Behalf Of M Herman
Sent: Wednesday, September 30, 2009 9:28 AM
To: obrolan-bandar@ yahoogroups. com
Subject: [ob] Northstar masukin direksi ke DOID
perkiraan saya nih
perkiraan saya nih : Northstar telah punya (confirm membeli) saham DOID dalam
jumlah yg cukup besar ...kalau nggak mana mau DOID keluarin direksi lama
JAKARTA: Dua eksekutif Northstar Pacific Partners Limited hari ini diperkirakan
resmi masuk jajaran direksi PT Delta Dunia Property Tbk setela
volume kecil gampang dinaikin Pak Hubert...
--- On Mon, 9/28/09, Hubert Nice wrote:
From: Hubert Nice
Subject: [ob] MYOR bisa naik ke 4000 ? Volumenya kecil sekali ?
To: obrolan-bandar@yahoogroups.com
Date: Monday, September 28, 2009, 6:34 PM
Dear All,
MYOR bisa naik ke 400
di harga 4000 PE baru 9x...bandingin ama UNVR yg udah diatas 27x...
menurut pendapat saya , Tata lebih smart dr CIC karena dia langsung masuk ke
KPC dan arutmin ..bebrapa kali RUPS bumi bilang menjaminkan anak 2 usaha untuk
utang...kita sbg investor bumi sampai sekarang gak tahu jumlah shm kpc dan
arutmin yg udah dijaminkan bumi ...kalau bumi ampe default mung
mudah2an sebagian dana buat ekspansi produksi batubara...terus beli alat
berat.. tahun ini beli alat berat hexa 130 juta dollar ..tahun depan harus beli
lagi karena rencana awalnya beli alat berat $560 juta dollar...untuk
meningkatkan jumlah produksi ke 100 juta ton / tahun (ngarep mode on)
PM
Tapi saham ini kurang likuid pak sama seperti smdr dan auto kalau enggak salah
menurut pandangan saya tks
Sent from my BlackBerry®
powered by Sinyal Kuat INDOSAT
From: M Herman
Date: Thu, 24 Sep 2009 20:37:02 -0700 (PDT)
To:
Subject: [ob] MYOR boleh liatin
PER masih 7.2x
PER masih 7.2x...laba bersih semester I naik 80% laba operasi naik 83%... PER
consumer goods lain jauh amat ...indofood udah 18x dan UNVR 27x
, September 17, 2009, 10:01 AM
Trading bumi pakai patokan berita kaya nguber kereta naek sepeda.. . :D
On Thu, Sep 17, 2009 at 9:56 PM, M Herman wrote:
jangan2 abis lebaran THR diminta balik :(
Bumi Denies Bisnis Report on CIC May Buy Its Bonds, Warrants
2009-09-17 10:23
jangan2 abis lebaran THR diminta balik :(
Bumi Denies Bisnis Report on CIC May Buy Its Bonds, Warrants
2009-09-17 10:23:45.936 GMT
By Berni Moestafa
Sept. 17 (Bloomberg) -- PT Bumi Resources, Indonesia's
biggest coal producer, denied a Bisnis Indonesia newspaper
report on Sept. 15 saying t
banyak reksadana yg pake nama optima bu (yg keluarin beda2)...liat aja daftar
reksdana di bisnis or investor daily
--- On Wed, 9/16/09, Peter Alimin wrote:
> From: Peter Alimin
> Subject: Re: [ob] reksadana optima
> To: "OB "
> Date: Wednesday, September 16, 2009, 3:09 PM
> Optima investama
!!
> --- In obrolan-bandar@ yahoogroups. com, M Herman wrote:
> >
> > SULI akan diakuisisi TKIM (menurut direksi TKIM di bisnis indonesia)..
> > karena yg mau diambil 60% pasti akan terjadi perubahaan majoritas pemegang
> > saham yang mewajibkan tender offer kalau
SULI akan diakuisisi TKIM (menurut direksi TKIM di bisnis indonesia).. karena
yg mau diambil 60% pasti akan terjadi perubahaan majoritas pemegang saham yang
mewajibkan tender offer kalau mereka pake rata2 harga 90 hari terakhir bisa
TO di 798Karena akuisisi belum resmi diumumkan (tunggu
UT.
Powered by Telkomsel BlackBerry®
From: M Herman
Date: Mon, 14 Sep 2009 00:11:20 -0700 (PDT)
To:
Subject: [ob] HEXA kuat hari ini ...wajarnya bisa mencapai 4800-6000
info gress nih...net profit 4 bulan (apr09-aug 09) HEXA telah mencapai US$17
jutakalau di setahunkan bisa jadi
info gress nih...net profit 4 bulan (apr09-aug 09) HEXA telah mencapai US$17
jutakalau di setahunkan bisa jadi net profit Apr09-Mar10 (tahun fiscal
jepang) sekitar US$51 juta atau Rp510 M . EPS nya bisa 607 rupiahkalau
pake PER 8x aja harusnya harga wajar HEXA 4800-an... kalau pake PER
kalau bener bumi EPSnya semester I akan keluar sekitar 100 perak (0.01 dollar)
maka PERnya udah 16x ya bos untuk tahun 2009 pada harga sekarang. Apa gak lebih
menarik ITMG yang baru 9x or PTBA 12x an ? terus kalau dibanding tahun lalu
pertumbuhan laba bersihnya gak ada...mendingan ADRO PTBA ITM
Wuih mantap, thanks pak Herman. Berarti nilai indeks bener2 tergantung banget
sama ke sepuluh emiten ini ya kalau bobotnya sampai 49%, saya agak kaget juga
lihat BBRI bisa no 4. Saya belum pakai RTI pak, again thanks for the info.
2009/9/11 M Herman
kalau bapak pake RTI sih
tingginya? Sektor komo BCnya relatif stagnan. Bingung.com
2009/9/10 M Herman
mendorong kenaikan IHSG hari ini?
To: obrolan-bandar@yahoogroups.com
Date: Thursday, September 10, 2009, 3:37 AM
Jadi penasaran nih bagaimana perhitungan bobot emiten thdp indeks. Thanks.
2009/9/10 M Herman
BBRI BMRI TLKMbobot mereka gede di perhitungan indeks
-
BBRI BMRI TLKMbobot mereka gede di perhitungan indeks
--- On Thu, 9/10/09, Vernichtung wrote:
From: Vernichtung
Subject: [ob] Emiten mana sih yg mendorong kenaikan IHSG hari ini?
To: "obrolan-bandar"
Date: Thursday, September 10, 2009, 3:07 AM
Dear all,
Emiten mana sih selain ASI
asing (asli) males main bumi ..corporate governance risk remains high... kita
tungguin bantuan bandar (bisa pake asing juga) eheheh
--- On Thu, 9/10/09, boyz wrote:
From: boyz
Subject: Re: [ob] Re: IHSG new HIgh, BUMI kok gak ngikut...?
To: obrolan-bandar@yahoogroups.com
Date: Thursday, Sept
sesi 2 mungkin giliran BBKP diangkat..soalnya bank yg kecil2 lain udah dapet
giliran ...
--- On Wed, 9/9/09, frombuitenzorg wrote:
From: frombuitenzorg
Subject: BNBA Ajaib..hehehe..Re: [ob] BBKP, Bank BUKOPIN
To: obrolan-bandar@yahoogroups.com
Date: Wednesday, September 9, 2009, 10:22
aja report UNTR
--- On Sun, 9/6/09, anrusing data wrote:
From: anrusing data
Subject: Re: [ob] presentasi DOID
To: obrolan-bandar@yahoogroups.com
Date: Sunday, September 6, 2009, 10:06 PM
liabilitiesnya dan overburdennya kok besar bgt?
On 07/09/2009, M Herman wrote
main dong
--- On Sun, 9/6/09, CUMI.JK (Buy, TP 5000) wrote:
From: CUMI.JK (Buy, TP 5000)
Subject: [ob] AKRA Main lagi gak yah?
To: obrolan-bandar@yahoogroups.com
Date: Sunday, September 6, 2009, 9:15 PM
===
BUY, BUY, BUY! KEEP BUYING AND NEVER SELL!
erman,
AKRA bukankah distributornya Shell di Indonesia... ?
regards,
DonQicot
DEWA gowes ke GoCeng !!
From: M Herman
To: obrolan-bandar@ yahoogroups. com
Sent: Friday, September 4, 2009 10:07:54 AM
Subject: Re: [ob] Serbu AKRA ?
Rumor fundamental. ..AKRA akan membangun ter
Rumor fundamental...AKRA akan membangun terminal bbm dekat lokasi tambang
batubara besar di kalimantan. ADRO baru aja kerja sama sama Shell (PT Adaro
Energy Tbk (IDX - ADRO) is pleased to announce its subsidiary PT Indonesia Bulk
Terminal (“IBT”) has signed a fuel facilities agreement with PT Sh
A ama
BEI
--- On Wed, 9/2/09, Joe Grunk wrote:
From: Joe Grunk
Subject: RE: [ob] DOID akhir Sep 3,000 (menjelang RUPSLB)
To: obrolan-bandar@ yahoogroups. com
Date: Wednesday, September 2, 2009, 9:57 AM
Butuh viagra neh...
--- Pada Rab, 2/9/09, M Herman menulis:
Dari: M Herman
Judu
Buat yg belum pernah baca
INILAH.COM, Jakarta - PT Sentul City Tbk (BKSL) yang tidak sanggup membayar
utang, memutuskan untuk mengkonversi utang senilai Rp 81,2 miliar menjadi
saham.
Utang tersebut berasaal dari PT Citra Kharisma Komunika, Des Veoux Group
Limited dan Cyber Ready Consultant L
lan-bandar@yahoogroups.com
Date: Wednesday, September 2, 2009, 9:57 AM
Butuh viagra neh...
--- Pada Rab, 2/9/09, M Herman menulis:
Dari: M Herman
Judul: RE: [ob] DOID akhir Sep 3,000 (menjelang RUPSLB)
Kepada: obrolan-bandar@ yahoogroups. com
Tanggal: Rabu, 2 September, 2009, 6:41 AM
20-60 perak sih adalah swing nya hhee
--- On Wed, 9/2/09, Sanjaya wrote:
From: Sanjaya
Subject: RE: [ob] DOID akhir Sep 3,000 (menjelang RUPSLB)
To: obrolan-bandar@yahoogroups.com
Date: Wednesday, September 2, 2009, 4:29 AM
Pak M Herman, berarti selama 1 bulan (s/d 30 Sep) DOID
RUPSLB 30 Sep pak
From: Bonardo Paruntungan
To: obrolan-bandar@yahoogroups.com
Sent: Wednesday, September 2, 2009 2:11:52 PM
Subject: Re: [ob] DOID akhir Sep 3,000 (menjelang RUPSLB)
menarik pak? kan lebaran ?
From: M
1 - 100 dari 419 matches
Mail list logo
