Wakkakakaak.... Jadi inget sambel goreng ati.... Ini sambel goreng biji....
Pissss all. -----Original Message----- From: "troyan" <troyan...@yahoo.com> Date: Wed, 21 Oct 2009 07:23:08 To: <obrolan-bandar@yahoogroups.com> Subject: Re: [ob] FW: Goldman: Buy Adaro, Sell Bumi Keknya udah pernah nyoba ya ? :D --- In obrolan-bandar@yahoogroups.com, Djokro Wijaja <stocksuc...@...> wrote: > > Service nya di celup baskom aer anget + garem hehehehhe ..... > > Habis itu di iris tipis tipis campur cuka + lada dan di goreng sampe gosong > ..... heheheheh ..... > > Canda yah :)) > > On Wed, Oct 21, 2009 at 2:09 PM, troyan <troyan...@...> wrote: > > > > > > > Bisa aja sih 2800, tapi ane sih udah jualan :D ya kalo naik lagi mungkin > > belum rejeki ane, yang penting cukuplah untuk service biji :D > > > > > > --- In obrolan-bandar@yahoogroups.com <obrolan-bandar%40yahoogroups.com>, > > Vincent Chase <chase.vincent@> wrote: > > > > > > 4800 KOMPOR MODE ON!!! > > > > > > --- On Wed, 10/21/09, It's Elaine! <elainesui83@> wrote: > > > > > > From: It's Elaine! <elainesui83@> > > > Subject: Re: [ob] FW: Goldman: Buy Adaro, Sell Bumi > > > To: obrolan-bandar@yahoogroups.com <obrolan-bandar%40yahoogroups.com> > > > Date: Wednesday, October 21, 2009, 6:55 AM > > > > > > > > > > > > > > > > > > > > >  > > > > > > > > > > > > > > > > > > I think so. Selling up to 2800? > > > > > > On Wed, Oct 21, 2009 at 1:46 PM, troyan <troyan...@yahoo. com> wrote: > > > > > > > > > > > > itu karena dia mau jualan ADRO yang udah beli dr 3 bulan lalu dan mau > > beli BUMI > > > > > > > > > > > > > > > > > > --- In obrolan-bandar@ yahoogroups. com, "It's Elaine!" <elainesui83@> > > > wrote: > > > > > > > > > > > > > > *Wow it took 3 months for this one to be avail to public?* > > > > > > > > > > > > > > On Wed, Oct 21, 2009 at 12:58 PM, Sanjaya <mysanjaya.hd@ ...> wrote: > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > >   ------------ --------- --------- > > > > > > > > > > > > > > > > *From: *"Sonny John" <sonny.john@ ..> > > > > > > > > > > > > > > > > *Date: *Wed, 21 Oct 2009 11:17:40 +0700 > > > > > > > > > > > > > > > > *Subject: *FW: Goldman: Buy Adaro, Sell Bumi > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > Please see latest GS research on ASEAN Metals and Mining (Coal), and > > on > > > > > > > > Bumi and Adaro. > > > > > > > > > > > > > > > > *Stock              GS Rating     > >    Current Px    * > > > > > > > > *12 Month Target Px   *     * * > > > > > > > > > > > > > > > > *Bumi Resources (BUMI.IJ)     **Sell         > >   **Idr **2,850 > > > > > > > > **Idr **2,300    * > > > > > > > > > > > > > > > > *Adaro (ADRO.IJ)     **Buy           > > **Idr **1,510    ** > > > > > > > > Idr **2,800* > > > > > > > > > > > > > > > > *         * > > > > > > > > > > > > > > > > *Key Summary Points:-* > > > > > > > > > > > > > > > > ·    * **Rising oil prices are positive for coal equities* > > > > > > > > > > > > > > > > Historically, thermal coal prices have been highly correlated to oil > > prices > > > > > > > > > > > > > > > > (88% over the past 10 years), and so have coal stock prices (87% > > correlated > > > > > > > > > > > > > > > > since 2003). We are positive on the outlook for oil, and last month > > we > > > > > > > > > > > > > > > > raised our 2010E and 2011E oil price forecasts to US$90/bbl and > > US$110/bbl, > > > > > > > > > > > > > > > > respectively, on stronger demand projections (our report from > > September > > > > > > > > > > > > > > > > 24, 2009, "Global: Energy: Oilâ€"Recovery and relapse, v2"). > > > > > > > > > > > > > > > > ·    * **No major supply destruction, some projects nearing > > completion* > > > > > > > > > > > > > > > > Despite the downturn, there has not been any major reduction in > > thermal > > > > > > > > > > > > > > > > coal capex and in fact several projects are nearing completion. > > Australia's > > > > > > > > > > > > > > > > new third coal port terminal (NCIG) is expected to ship first coal in > > early > > > > > > > > > > > > > > > > 2010E, with a full ramp-up by 2011 (representing a 30% expansion in > > > > > > > > > > > > > > > > export capacity). Meanwhile, we estimate that Indonesian coal > > producers > > > > > > > > > > > > > > > > may increase capacity by 40% by year-end 2010E. Our global thermal > > coal > > > > > > > > > > > > > > > > supply-demand estimates indicate that the supply surplus in 2009E is > > likely > > > > > > > > > > > > > > > > to narrow in 2010E due to stronger demand, but it is still in > > surplus. > > > > > > > > > > > > > > > > ·    * **Coal price upcycle may lag oil, initiate with neutral > > stance* > > > > > > > > > > > > > > > > Given our positive view on oil prices, we are forecasting higher > > thermal > > > > > > > > > > > > > > > > coal prices over 2009E-2011E. However, with a stronger supply > > availability > > > > > > > > > > > > > > > > of coal, we believe that the coal price cycle may lag oil. Currently > > > > > > > > thermal > > > > > > > > > > > > > > > > coal prices are 20% of oil on an energy-equivalent basis, which is > > below > > > > > > > > the > > > > > > > > > > > > > > > > historical average of 26% (the historical range is 14%-51%). On an > > annual > > > > > > > > > > > > > > > > average basis we see coal as a percentage of oil declining from 25% > > in > > > > > > > > 2009E > > > > > > > > > > > > > > > > to 17% in 2011E. We are initiating coverage on the sector with a > > neutral > > > > > > > > stance. > > > > > > > > > > > > > > > > ·    * **Stock selective approach; Buy Adaro, Sell Bumi* > > > > > > > > > > > > > > > > Adaro is our top pick, given attractive valuations and a strong > > earnings > > > > > > > > > > > > > > > > growth trend as its low-priced legacy contracts expire. Meanwhile, we > > rate > > > > > > > > > > > > > > > > Bumi Resources as Sell due to rising capital costs, its increasing > > debt > > > > > > > > load > > > > > > > > > > > > > > > > and declining ROIC. We initiate on Straits Asia and Bukit Asam at > > Neutral. > > > > > > > > > > > > > > > > ·    * **Risks* > > > > > > > > > > > > > > > > Upside risks to our views and price targets include a disruption in > > the > > > > > > > > > > > > > > > > global coal supply chain (e.g., from bad weather, port congestion) > > causing > > > > > > > > > > > > > > > > coal prices to spike or China coal demand being stronger than we > > expect; > > > > > > > > > > > > > > > > downside risks include China's small mines restarting operations. > > > > > > > > > > > > > > > >   - *Latest Research* > > > > > > > > > > > > > > > >  <<ASEAN Metals & Mining Coal 21 OCt.pdf>> > > > > > > > > > > > > > > > > Goldman, Sachs & Co. 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