[ob] Fw: CIMB INDO: Bumi Resources - Back in vogue (Trading Buy, TP Rp2,600)

Fw: CIMB INDO:Bumi Resources - Back in vogue (Trading Buy, TP Rp2,600) FYI - Original Message - From: bernard.th...@cimb.com To: thien.bern...@cimb-gk.com Sent: Wed May 13 09:54:44 2009 Subject: CIMB INDO:Bumi Resources - Back in vogue (Trading Buy, TP Rp2,600) ~

[ob] Fw: CIMB INDO: Coal Mining - Coaltrans Conference: highlights from Day 2

Rania (analyst) still on the ground in Bali. ~        Day 2 of the Coaltrans Conference reiterated the points from Day 1. ~        There were more details on China and India's coal import growth, end-users' strategies, the demand for low-rank coal and the higher use of indexation. ~        We

[ob] Fw: Macq Indo: China thermal coal inventory, PT Telkom and PGAS buy ideas, Coal favourites Adara and Bumi

Positive data points for thermal coal Macquarie commodities team keeps its cautious outlook on thermal coal, but recent developments on China coal inventory and price gap between domestic and export look encouraging to me. China’s thermal coal inventory is at three year low, while export

Re: [ob] BUMI

Rully is truly moron pak, he think BNBR would buy back BUMI at the market at 1700, and provocate that BNBR itself not have high valuation for BUMI, actually it just exercising call option at 1700, and machanism is via the crossing. Bst Rgds Indra From: Rully