Biar tidak cape gimana kalau kita guyur supaya segar?
<[EMAIL PROTECTED]> wrote:
Wuah...itu sih berita lama. CP deh. *Bettina Tan <[EMAIL PROTECTED]>* wrote: In addition, nickel futures in LME also down overnight with the expectation for lower demand from China who's economic has set to cooling down. On 4/11/07, Bettina Tan <[EMAIL PROTECTED]> wrote: > > Nice obs, however u used to nice assumption. In my opinion INCO Q1 will > be much lower than you have predicted, that's why a mild selling force is > seen at 60000 level. > > On 4/11/07, gerus2000 <[EMAIL PROTECTED] > wrote: > > > > Dear all, > > Mumpung inco lagi adem ayem, ini tebak gw mengenai Q1 07 Inco. > > > > Hasil ubrek-ubrek FY06 Inco , Q306, dan data nickel price di LME, > > Asumsi : > > - Produksi seperti tahun lalu : 76100 ton matte nickel > > - Revenue : 30.270 /ton => 79% dari LME 3 month price jan-mar. > > Ngikutin FY06, inco reve = 18.350/ton, LME 3 month ave = 23.227/ton > > - Cogs : 8500/ton, meningkat dari data FY06 = 7.817 /ton > > - tax bracket 30% > > > > Kira-kira gini nih Q107 (dalam `000 USD): > > Rev : 575,868 > > cogs : -161,713 > > gross prof : 414,155 > > SGA cost : -10,000 > > ebitda : 404,155 > > itdaothers : 0 => FY06 malah positif > > ebt : 404,155 > > tax : -121,247 > > net profit : 282,909 > > eps : 0.2847 > > dengan kurs 9.100 , maka eps = Rp 2.591 > > Annualize : Rp : 10.634 > > > > Kalau lihat harga awal jan 06 compare to eps 06, maka INCO dijual > > dengan PER sekitar 7. > > So harga wajarnya sekitar Rp 70.000, > > harga sekarang pas Rp 60.000. jadi masih bisa akumulasi. > > Apalagi ini nih yang dahsyat.. devidennya 0.5 dolar, sekitar > > 4.500….hmmmmm… > > > > Regards > > > > > > > > ------------------------------ Need Mail bonding? Go to the Yahoo! Mail Q&A<http://answers.yahoo.com/dir/index;_ylc=X3oDMTFvbGNhMGE3BF9TAzM5NjU0NTEwOARfcwMzOTY1NDUxMDMEc2VjA21haWxfdGFnbGluZQRzbGsDbWFpbF90YWcx?link=ask&sid=396546091>for great tips from Yahoo! Answers<http://answers.yahoo.com/dir/index;_ylc=X3oDMTFvbGNhMGE3BF9TAzM5NjU0NTEwOARfcwMzOTY1NDUxMDMEc2VjA21haWxfdGFnbGluZQRzbGsDbWFpbF90YWcx?link=ask&sid=396546091>users.
