ssssssssttttttttttttttttttttt, biar bd kerja, 2225 belom penuh kantongnya On Wed, Jul 29, 2009 at 3:52 PM, er1ck <er1...@gmail.com> wrote:
> > > lapor jenderal, tolong bikin bumbum closing +25 perak aja , biar asoy geboy > besok nih... > > > On Wed, Jul 29, 2009 at 3:46 PM, artomoro9 <artomo...@yahoo.co.id> wrote: > >> >> >> >> risetnya artomoro terbit mendahului risetnya Daisy suryo. >> >> >> cuma artomoro kagak bisa nulis kaya DS. >> >> >> mangkanya ada gak yang mau ajarin FA dan TA..? >> >> >> DISCLAIMER ON >> >> --- Pada *Rab, 29/7/09, CUMI.JK (Buy, TP 5000) <cumie...@gmail.com>*menulis: >> >> >> Dari: CUMI.JK (Buy, TP 5000) <cumie...@gmail.com> >> Judul: [ob] ML: BUY BUMI, TP 4000 >> Kepada: obrolan-bandar@yahoogroups.com >> Tanggal: Rabu, 29 Juli, 2009, 1:16 AM >> >> >> >> Ini kata neng Daisy Suryo loh >> >> Q: Cumi-cumi mempunyai delapan kaki atau delapan tangan? >> >> *BUMI: Upgraded to Buy PO Rp4,000* >> *Daisy Suryo upgraded BUMI to Buy as she believes the twin woes of REPO >> and MTN issuance are now behind the company, and we can now focus on BUMI's >> core business **which should benefit from stronger thermal coal px into >> 4Q.* We remain confident of our US$80/t coal px forecast for JFY10-11. >> Our concern with BUMI are still present given the Bakrie group's aggressive >> bizz strategy and potentially huge development capex but we feel it is >> likely that BUMI will bring in strategic investors to share the load. >> Concern on corp. governance will still linger in my view, but for now the >> potential for forced sales, asset pledges, asset injections etc becomes less >> likely. So perhaps this is also a good time to remind that BUMI is a good >> coal sector proxy given its: 1) dominance as the world’s 2nd-largest >> seaborne coal exporter, 2) largest coal stock and most liquid stock in Indo, >> 3) superior logistics & infrastructure, 4) robust growth profile combined w/ >> long reserve life. BUMI now trades on 9.5x '10 PE and at 18% disc to our >> NPV. This implies coal px of US$72/t, or 8% shy of current spot px, but >> Daisy points out that during up-cycles and recovery periods, valuation tend >> to overshoot their mean by 1-2 std deviations. She sets her PO at Rp4,000 >> implying 17x '10 PE, which is still a 30% disc to the previous upcycle. >> >> >> ------------------------------ >> Pemerintahan yang jujur bersih? Mungkin nggak ya? >> <http://id.answers.yahoo.com/question/index;_ylt=AvNICQ7kn6q3Q3xZLe8SqyXJRAx.;_ylv=3?qid=20080714024736AAnnlu0> >> Temukan jawabannya di Yahoo! Answers! >> >> > >
