Ada impact obama tanda tangan paket stimulus ke banking di indo ngak ya ? Beberapa banking di asia mulai colaps. Takut mrembet ke indo. Bmri sempat saya CL setengah karenba agak-agak ngeri deh. Sempat turun ke 1700 kmaren
Mohon pencerahan senior lebih lanjut ttg bmri ato banking nih thanks TY On 2/18/09, Yanuar Mustofa <yanuar.must...@yahoo.com> wrote: > bmri rada aneh nich..lap keunya blm keluar2... > tapi TP tiap broker diatas 2300-an.... > apa karena lap keunya bagus yaaa..makanya blm dimuncul2in..atau malah > jelek.. > > tp menurut terawangan gw sich bagus...katrena akan katrol sektor banking > nanti.. > > pak JT...udah boleh mulai collect gak neh...klo diliat dr sisi volume > > thnks again to prof JT > > > > > ________________________________ > From: simon bolenang <simon_bolen...@yahoo.com> > To: obrolan-bandar yahoogroups <obrolan-bandar@yahoogroups.com>; saham > yahoogroups <sa...@yahoogroups.com> > Sent: Wednesday, 18 February 2009 12:07:58 > Subject: [obrolan-bandar] BMRI Tp 1.7 x BV ( Rp 2650 ) > > > Bank Mandiri > Bank > Mandiri (BMRI IJ) is now Arief's top pick out of Indonesia. He raised PO > 17% to Rp 2,800 and lifts 2009-10 forecast bottom line by 12-29%. BMRI > has successfully revolutionized its operation, strengthened risk management, > and cleaned up loan portfolio over the last 4 years and these structural > changes are set to deliver sustainable improvement in earnings and RoE. > As Indonesia implements easing monetary and expansionary fiscal policies, > Arief > see 2009-10 earnings benefits from higher NIM, better than anticipated loan > growth, and resilient economic growth hence lower loan loss provisions. > Stock trades on 6.3x EPS and 1.1x > P/BV '09. Arief thinks the bank worth 1.7x BV when market realize fears > about relaps restructured loan in BMRI is out of place. http://research1. > ml.com/C/ ?q= V4ruqvv8RwrltljEpgr EYA%3D%3D& r=eryado > > > > > New Email names for you! > Get the Email name you've always wanted on the new @ymail and > @rocketmail. > Hurry before someone else does! > http://mail.promotions.yahoo.com/newdomains/sg/ -- Sent from my 8830 CDMA - BlackBerry
