a mengenai FPNI?
>
>
>
> Thanks & Rgds,
>
> FW
>
>
>
> From: obrolan-bandar@yahoogroups.com [mailto:obrolan-ban...@yahoogroups.com]
> On Behalf Of Tom DS
> Sent: Thursday, August 20, 2009 4:38 PM
> To: obrolan-bandar@yahoogroups.com
> Subject
m DS
Sent: Thursday, August 20, 2009 4:38 PM
To: obrolan-bandar@yahoogroups.com
Subject: Re: [ob] SEJATI: BMTR eoy target 690-795 (exp. PBV 1.3-1.5x)
Pak Bagus,
Terimakasih atas response nya. Ini yang saya tunggu dari OB-ers untuk
mengkritisi pergerakan harga tidak hanya berdasarkan teknikal
Sangat menarik untuk diikuti ... Tapi newbie banyak yang ngerti.
Silahkan lanjut ...
On 8/20/09, Tom DS wrote:
> *Pak Bagus,*
> **
> **
> *Thanks again for the response. Mengenai cashflows from operating
> activities, kalau pak Bagus perhatikan, sebenarnya terjadinya cash burn di
> 2008 adalah pa
*Pak Bagus,*
**
**
*Thanks again for the response. Mengenai cashflows from operating
activities, kalau pak Bagus perhatikan, sebenarnya terjadinya cash burn di
2008 adalah pada Q1 sementara pada 2 kuartal di 2009 ini sudah tidak ada
lagi negative cashflows from operating activities.. Membaiknya
pro
My Pleasure Sir.., coba saya cek sekali lg
yup yg kemaren di cek itu Annual Report 08, kebetulan yg tersedia di trading
room office saya yg itu. tp barusan saya baca jg interimnya and here is my
takeout ;
Balance Sheet , Yup Equity Turun Karena Dekonsolidasi Ekuitas FREN termasuk
beban hutangnya,
*Pak Bagus,
*
*
Terimakasih atas response nya. **Ini yang saya tunggu dari OB-ers untuk
mengkritisi pergerakan harga tidak hanya berdasarkan teknikal tapi juga dari
sisi fundamental (tentu bandarmologinya sudah ada embah, masternya). Berikut
jawaban saya:
*
1. *Mengenai kualitas asset*
*Pos
Subject: Re: [ob] SEJATI: BMTR eoy target 690-795 (exp. PBV 1.3-1.5x)
Bung Tom, saya baru cek Forensik sedikit ke BMTR. rasa2nya ko kurang
setuju yah BMTR layak diatas 1X BV. 0.7-0.8 X BV mungkin sudah cukup
full valued unless kondisi finansialnya improved signifikan.
paling enggak saya
Ulasang yang menarik kang Ocoy. Kalau ada waktu minta tolong dibikinkan valuasi
nya BNBR dong.
Makasih kang.
From: Bagus Putra Perdana
To: obrolan-bandar@yahoogroups.com
Sent: Wednesday, 19 August 2009 9:33:40
Subject: Re: [ob] SEJATI: BMTR eoy target 690
Bung Tom, saya baru cek Forensik sedikit ke BMTR. rasa2nya ko kurang setuju
yah BMTR layak diatas 1X BV. 0.7-0.8 X BV mungkin sudah cukup full valued
unless kondisi finansialnya improved signifikan.
paling enggak saya temukah hal-hal mengganjal terkait kualitas asset
yakni SBB :
ASSETS
Posisi
volume ? what?
--- On Wed, 8/12/09, ruzli...@gmail.com wrote:
From: ruzli...@gmail.com
Subject: Re: [ob] SEJATI: BMTR eoy target 690-795 (exp. PBV 1.3-1.5x)
To: obrolan-bandar@yahoogroups.com
Date: Wednesday, August 12, 2009, 12:02 AM
Did I miss
Did I miss something ?
Boy On Weakness or Buy On Strength ?
Sent from my BlackBerry®
powered by Sinyal Kuat INDOSAT
-Original Message-
From: Tom DS
Date: Tue, 11 Aug 2009 23:57:54
To:
Subject: Re: [ob] SEJATI: BMTR eoy target 690-795 (exp. PBV 1.3-1.5x)
*FREN??? are you kiddin
Pak Tom, bisa share valuasi FA BMTR and MNCN, spt tempo hari anda share buat
BUMI.
Dan hasilnya memang T.O.K.C.E.R.
Rgds
-LT
On 8/11/09, Tom DS wrote:
>
>
>
> *BMTR end of year target 690-795 (exp. PBV 1.3-1.5x).*
> **
> *BMTR 1.5 month target 450-540.*
> **
> **
> *Dear technicalyst, please ma
wah baru diomongin udah lari tuh pakBMTR ini juga beberapa hari yang
lalu masuk rekomendasi si Billy...
Billy pake WTA n pak Tom pake analisaditambah om JT jadi maknyos nih
Tom DS wrote:
>
> Subject:
> Re: [ob] SEJATI: BMTR eoy target 690-795 (exp. PBV 1.3-1.5x)
> Fr
Boleh minta news sourcenya Pak? Thx.
From: obrolan-bandar@yahoogroups.com [mailto:obrolan-ban...@yahoogroups.com]
On Behalf Of Ajo Ramon
Sent: Wednesday, August 12, 2009 8:13 AM
To: obrolan-bandar@yahoogroups.com
Subject: Re: [ob] SEJATI: BMTR eoy target 690-795 (exp. PBV 1.3-1.5x
just like BRPT (another TEMASEK's investment).
From: Tom DS
To: obrolan-bandar@yahoogroups.com
Sent: Wednesday, August 12, 2009 7:30:04 AM
Subject: Re: [ob] SEJATI: BMTR eoy target 690-795 (exp. PBV 1.3-1.5x)
Some reason:
- undervalue from fundamental
:
>
>
> Okay, so BMTR is The Best Stock in Tanoe Group.
>
>
> Thanks
>
> Sent from my BlackBerry®
> powered by Sinyal Kuat INDOSAT
>
> --
> *From*: Tom DS
> *Date*: Tue, 11 Aug 2009 23:57:54 +0700
> *To*:
> *Subject*: Re: [ob] SEJAT
*You may say BRPT is 90% the same with FPNI trend.
Polyethylene industry, their (BRPT & FPNI) core major indeed having good
margin spread (Gross profit) this 1st half, but the market anticipate on
huge expansion of polyethylene producer from middle-east which most likely
start-up their plant in end
Mr Tom
how about BRPT?
rumor says it turn to profit this year.
Thx
Sent from my BlackBerry®
powered by Sinyal Kuat INDOSAT
-Original Message-
From: Tom DS
Date: Tue, 11 Aug 2009 23:30:27
To: obrolan-bandar yahoogroups
Subject: [ob] SEJATI: BMTR eoy target 690-795 (exp. PBV 1.3-1.5x)
Okay, so BMTR is The Best Stock in Tanoe Group.
Thanks
Sent from my BlackBerry®
powered by Sinyal Kuat INDOSAT
-Original Message-
From: Tom DS
Date: Tue, 11 Aug 2009 23:57:54
To:
Subject: Re: [ob] SEJATI: BMTR eoy target 690-795 (exp. PBV 1.3-1.5x)
*FREN??? are you kiddin'...
*Ahaaa.. good... ask prof JT on its technical perception..*
**
*Prof JT... it's your call..*
**
**
*T.o.m*
On 8/11/09, VF ™ wrote:
>
>
>
> Level breaknya mah di 370 kl ga salah liat kemaren baru ngibrit...
> Tp volumenya butuh brp kudu nanya prof JT..
>
> Moga2 ga dijawab inpes.. Hihihiii...
>
>
*FREN??? are you kiddin'... lousy financial position..*
*MNCN, still good but interms of capital gain percentage potential upto end
of year still can't beat BMTR.*
*BHIT.. ask El why.. actually for me it's a bit hard to estimate its
business (investment sector).*
**
**
*T.o.m*
On 8/11/09, ruz
Level breaknya mah di 370 kl ga salah liat kemaren baru ngibrit...
Tp volumenya butuh brp kudu nanya prof JT..
Moga2 ga dijawab inpes.. Hihihiii...
- VF -
-Original Message-
From: Tom DS
Date: Tue, 11 Aug 2009 23:30:27
To: obrolan-bandar yahoogroups
Subject: [ob] SEJATI: BMTR eoy targe
Mr. Tom, My Man
U are @ the same boat With Miss EL ?
Why BMTR, Not MNCN or BHIT or even FREN ?
Thanks
Sent from my BlackBerry®
powered by Sinyal Kuat INDOSAT
-Original Message-
From: Tom DS
Date: Tue, 11 Aug 2009 23:30:27
To: obrolan-bandar yahoogroups
Subject: [ob] SEJATI: BMTR eoy t
23 matches
Mail list logo
