wek...with 11+ % deposit rate and no deviden for the next 4 years... I won't invest on BTPN lol
On Sat, Apr 11, 2009 at 5:06 PM, <arisugiarto.sant...@gmail.com> wrote: > > > How about btpn,Pak?it seems undervalued,but does it grow any good? > > Thx > > Sent from my BlackBerry® > powered by Sinyal Kuat INDOSAT > > ------------------------------ > *From*: Boys n Girls > *Date*: Sat, 11 Apr 2009 15:03:37 +0700 > *To*: <obrolan-bandar@yahoogroups.com> > *Subject*: Re: [ob] Re: Some question, please respond. > > "4. Discount price, if we see from fundamental analysis" > > Can you give example please ?? > > I don't see any discount in indonesia banking BC.. > > If BBNI at <600 yes... It's a huge discount... at 880... it's a discount if > they can solve the NPL problem > > BBCA at PER 13 PBV 3.... maybe you can expect 10-20% upside...but not mare > than that > BBRI at PER 9.68 PBV 2.58... risky play... > BMRI.. still ok if oil above 50 or CPO above 2200.. below that... you need > miracle > > Saya sendiri tidak terlalu minat di indonesian banking... unless they are > "In deep shit" like BBNI 2008 or BMRI 2005.. :D or BNGA or BDMN at the > release of FY 2008 result.. > I fell unlucky with BBKP..since they so "afraid" to release their FY2008 > result before start rally. > > At summary.. I only love banking when they are at big discount ("in deep > shit"). At this price..no interest for investment..trading only. > > ITMG still provide much more discount than any of indonesian banking share > > On Sat, Apr 11, 2009 at 10:52 AM, billybudiman20 <billybudima...@yahoo.com > > wrote: > >> >> >> Ok, I have 6 reason : >> >> 1. Low rate CPI Indonesia >> 2. BI Rate >> 3. I Think America's crisis didn't made big effect to Bank at Indonesia >> 4. Discount price, if we see from fundamental analysis >> 5. Many fund manager like schroders collect bank stock ( Not important) >> 6. I always pray before make decision in my trading plan, hehehheheh >> >> GBU Mrs. Elaine >> >> > >