Retha perhatiin Mbah happy banget hari ini, lagi banyak cuan ya, hehehe :) Btw ini menjelang Natal lho, BNBRnya mau dijual sama2 kapan Mbah?
Retha On Wed, Dec 9, 2009 at 8:46 PM, jsx_consultant < jsx-consult...@centrin.net.id> wrote: > Dijewer kalo engga pake SALAM HORMAT... hihihi.... > > --- In obrolan-bandar@yahoogroups.com, kobayashi mitsukuni > <ueno_kobaya...@...> wrote: > > > > heheh3...iya ya... > > hhahhaa... > > kira2 kenapa ya..? > > dan kita bakal ken jeweR ga nich... > > hahahaha... > > kabur dulu ah... > > Salam. > > > > > > > > > > ________________________________ > > Dari: David Lau <dj_davi...@...> > > Kepada: obrolan-bandar@yahoogroups.com > > Terkirim: Rab, 9 Desember, 2009 20:11:16 > > Judul: Re: Bls: [ob] Daily CL...HEXA new coverage TP 4150 > > > >  > > Om Koba... Kyl nya Mbah lagi kesurupan tuh. Ketawanya serem. Ga seperti > biasanya. Hihihi.... > > > > > > Regards > > DvDâ„¢ > > > > "In Te Domine, Speravi Non Confundar In Aeternum" > > > > Powered by Merpati Post® > > ________________________________ > > > > From: kobayashi mitsukuni <ueno_kobayashi@ yahoo.co. id> > > Date: Wed, 9 Dec 2009 21:08:00 +0800 (SGT) > > To: <obrolan-bandar@ yahoogroups. com> > > Subject: Bls: [ob] Daily CL...HEXA new coverage TP 4150 > >  > > Mbah....postingan ini Mbah yg ketik..? > > hehehee..rada bingung aja.. > > dipenutupannya. .ketawanya kok hihihihi..bgt. .. > > wukkakakak.. . > > tapi tulisan yg terachirnya MANTAP....! > > wuakakakakak. .. > > Salam > > kobayashi > > > > > > > > > > > > ________________________________ > > Dari: jsx_consultant <jsx-consultant@ centrin.net. id> > > Kepada: obrolan-bandar@ yahoogroups. com > > Terkirim: Rab, 9 Desember, 2009 19:22:30 > > Judul: Re: [ob] Daily CL...HEXA new coverage TP 4150 > > > >  > > Ada engga yah, member OB yg bisa prediksi saham X bisa naik > > Y% dalam Z hari ?. Engga usah tepat tepat yg penting naik > > nya mendekati Y% > > > > Kalo ada banyak yg pake Ferrari kaya pak Rojak. > > > > Setahu embah, yg bisa begini itu pak Irwan Ariston, dulu > > dia meramalkan kenaikan BUMI yg spektakuler saat BUMI masih murah banget. > Kalo yg begini 5 Ferrari + 5 kapal pesiar juga bisa dapet... > > > > Pak Rojak mau coba ?, or anyone ?. > > > > Banyaknya, beli nya ENGGA bilang tapi kalo naek, HEBOHnya > > luar biasa... padahal kelakuan begini kan NYEBELIN... hihihi... > > > > --- In obrolan-bandar@ yahoogroups. com, tasrul70@ wrote: > > > > > > Akan lebih baik lagi kalau postingnya sebelum kejadian he he > > > Powered by Telkomsel BlackBerry® > > > > > > -----Original Message----- > > > From: "A9" <artomoro9@ ..> > > > Date: Wed, 9 Dec 2009 11:19:02 > > > To: Ob group<obrolan-bandar@ yahoogroups. com> > > > Subject: Re: [ob] Daily CL...HEXA new coverage TP 4150 > > > > > > > > > Billy emang org baik. Kalo gak baik mana mau jc deket ama dia. > > > > > > Btw : hexa ya, biasanya besok hexa turun pelan pelan. > > > > > > > > > > > > > > > Regards, > > > > > > -----Original Message----- > > > From: Muhamad Rojak <muhamad.mawar@ ...> > > > Date: Wed, 9 Dec 2009 10:06:18 > > > To: <obrolan-bandar@ yahoogroups. com> > > > Subject: Re: [ob] Daily CL...HEXA new coverage TP 4150 > > > > > > Wow, Billy hari ini kecipratan HEXA juga, ya? Tuh kan, orang BAIK > > > kayak Billy, market merah aja masih dikasih rejeki. Apalagi kalo > > > market ijo, pasti d udah kebeli kapal pesiar.....: -D > > > > > > 2009/12/9, Pitt The Wid <Pitt.The.Wid@ ...>: > > > > 2 thumbs up ! > > > > > > > > On Wed, Dec 9, 2009 at 4:33 PM, billy_budiman92 > > > > <billybudiman92@ ...>wrote: > > > > > > > >> Manteb dah CLSA, kombinasi antara support kuat 2,700 dan report CLSA > 4,150 > > > >> langsung bawa terbang HEXA, hahahhahaaa > > > >> > > > >> --- In obrolan-bandar@ yahoogroups. com, Muhamad Rojak > <muhamad.mawar@ > > > > >> wrote: > > > >> > > > > >> > Iya Pak Herman, thanks banget ya atas infonya. Moga2 Pak Herman > juga > > > >> > dapet profit gede hari ini, he.. he.. > > > >> > > > > >> > 2009/12/9, TimurLaut <i4n05@>: > > > >> > > Pak Herman ini Jenderal juga ya? kaya Jenderal Arto.Banyak ammo > > > >> nya..... > > > >> > > > > > >> > > Jam 11.16.24 tadi HEXA masih 2775. > > > >> > > > > > >> > > Punten, apa lagi ya pak? BMTR boleh nggak Pak? > > > >> > > > > > >> > > > > > >> > > > > > >> > > > > > >> > >____________ _________ _________ __ > > > >> > > From: M Herman <hermanlatief@ > > > > >> > > To: obrolan-bandar@ yahoogroups. com > > > >> > > Sent: Wed, December 9, 2009 11:16:24 AM > > > >> > > Subject: [ob] Daily CL...HEXA new coverage TP 4150 > > > >> > > > > > >> > > > > > >> > > > > > >> > > > > > >> > > Good morning. There has been talk about big rallies in > Jakartatoday as > > > >> 11 > > > >> > > public demonstrations are scheduled to mark the International > > > >> > > Anti-Corruption Day. > > > >> > > > > > >> > > Interestingly, despite earlier remarks that today's rallies > against > > > >> > > corruption could potentially be hijacked by rogue elements, > President > > > >> SBY > > > >> > > welcomes the rally. The President further urged the public to > > > >> > > celebrate > > > >> > > today's International Anti-Corruption Day peacefully. Perhaps > > > >> coincidental, > > > >> > > the President cancelled a planned visit to Makassar in South > > > >> > > Sulawesito > > > >> open > > > >> > > the 52nd Nusantara Day today. > > > >> > > > > > >> > > Perhaps more interesting is that President SBY confirmed > yesterday > > > >> > > that > > > >> he > > > >> > > will allow the Anti Corruption Commission (KPK) to continue > > > >> > > wiretapping > > > >> > > extraordinary crimes as part of his mission to combat > corruption. > > > >> President > > > >> > > SBY also said that he disagreed with any efforts to strip the > KPK of > > > >> its > > > >> > > power to prosecute which have come up in the deliberation of the > > > >> pending > > > >> > > corruption court bill. > > > >> > > > > > >> > > The attitudes toward corruption in Indonesiaare changing. KPK > has very > > > >> > > strong public support. The press in Indonesiais one of the > freest in > > > >> Asia. > > > >> > > Change begins at the margin. Indonesiahas come very far, but > > > >> anticorruption > > > >> > > efforts must continue. > > > >> > > > > > >> > > The estimate on the number of marchers is varied from 40-100k. > Some > > > >> even > > > >> > > mentioned 300k (highly unlikely, I think). But one thing is sure > to > > > >> happen > > > >> > > today. We can expect Central and South Jakartato be mired in > > > >> > > gridlock. > > > >> > > Jakartans have been told to leave home earlier. Rally schedules > and > > > >> plans > > > >> > > are widely distributed. No less than 13k officers would be > deployed to > > > >> make > > > >> > > sure that the rallies remain peaceful. Jakartadoes not need > extra > > > >> problems > > > >> > > to compound to its massive traffic problems. Average vehicle > speed on > > > >> roads > > > >> > > is already so slow at 20km/hour. Can't get any slower… > > > >> > > > > > >> > > Research Today: Hexindo, Excavating returns - Initiate with a > BUY - > > > >> Tp4,150 > > > >> > > This is one of my high conviction pick in the small cap space > (mkt > > > >> > > cap > > > >> > > US$245). They are second biggest heavy equipment > (Hitachi)distributo > > > >> > > r > > > >> in > > > >> > > Indonesia trading on on 6.3x 2010CL while churning over 40% ROE > with a > > > >> sweet > > > >> > > 5% divy yield. This compare to 13x 2010CL, 25% ROE for United > > > >> > > Tractors. Their revenue and operating profit has been growing at > 33% > > > >> and > > > >> > > 52% CAGR over the past five years > > > >> > > > > > >> > > Hexa with a more focused business model with considerably higher > > > >> earnings > > > >> > > growth arguably should not be trading at a discount to UT in > this part > > > >> of > > > >> > > cycle (a Sellers market here). Hexa is the dominate player in > the > > > >> super > > > >> > > sized excavators with 100%, not typo here, market share in the > over > > > >> > > 250 > > > >> ton > > > >> > > class (Komatsu does not even have a product of this size). Coal > > > >> > > miners > > > >> > > continue to upgrade (even Pama buy them) to these super sized > > > >> excavators for > > > >> > > operating efficiency as their scale up their production. Bluesky > for > > > >> this > > > >> > > stock will be from infrastructure spending accounting for less > than > > > >> > > 20% > > > >> of > > > >> > > sales compare to over 80% in this segment pre 1997. BUY! > > > >> > > > > > >> > > Key takeaways: > > > >> > > > > > >> > > * Demand for heavy equipment is set to accelerate over the > coming > > > >> years as > > > >> > > demand for power, particularly coal-fired, is booming. Chinaand > > > >> Indiathermal > > > >> > > coal demand may expand by 700m tonnes in just five years, equal > to > > > >> current > > > >> > > global seaborne thermal-coal market > > > >> > > * The company sells 23% of its unit to mining sector, mostly > coal > > > >> companies > > > >> > > and contractors, while revenue from mining unit contributing to > 67% of > > > >> > > total. > > > >> > > * Note that the company sold 54 large and giant equipments in > > > >> Jan-Aug vs. > > > >> > > 28 units in 2008 and has further secured almost US$190m worth of > > > >> contracts > > > >> > > to deliver another 64 units of equipments in 2010 order book > period > > > >> > > * The company has successfully de-leveraged its balance sheet > > > >> > > after > > > >> seeing > > > >> > > its net gearing peaked at 144% as of Dec06, with net gearing as > of > > > >> Sep09 > > > >> > > stood at 33%. With its strong cash flow generation, we expect > Hexindo > > > >> to be > > > >> > > in a net cash position in 2011. > > > >> > > * Stock trades at 6.3x 2010 PER and 4.3x 2010 EV/Ebitda, still > > > >> below its > > > >> > > five years average historical valuations. Meanwhile, balance > sheet > > > >> > > and > > > >> > > return are better than they were over the past five years > > > >> > > DELTA DUNIA (DOID IJ) Conference call details > > > >> > > Conference Call with Delta Dunia Makmur management team > > > >> > > > > > >> > > Date: Thursday,10 December 2009 > > > >> > > Speakers: Patrick Walujo (Vice President Director), Thomas > Husted > > > >> > > (CFO), Budikwanto Kuesar (Managing director BUMA) > > > >> > > Time: 8am - London > > > >> > > 4pm â€" Singapore/Hong Kong/Kuala Lumpur/Manila/ Shanghai/ > Taipei > > > >> > > 3pm â€" Jakarta/Bangkok > > > >> > > > > > >> > > Delta Dunia management team would discuss the latest progress > post > > > >> > > acquisition of Bukit Makmur (Buma), Indonesia's second-largest > > > >> coal-mining > > > >> > > contractor. With a proven track record, long-term relationships > with > > > >> > > customers and low cost base, Buma, in our view, could benefit > from > > > >> the > > > >> > > growing demand for thermal coal from both domestic and regional > > > >> markets. > > > >> > > Please see attachment for calling details. > > > >> > > > > > >> > > > > > >> > > > > > >> > > > > > >> > > > > > >> > > > > >> > > > >> > > > >> > > > >> > > > >> ------------ --------- --------- ------ > > > >> > > > >> + + > > > >> + + + + + > > > >> Mohon saat meREPLY posting, text dari posting lama dihapus > > > >> kecuali diperlukan agar CONTEXTnya jelas. > > > >> + + + + + > > > >> + +Yahoo! Groups Links > > > >> > > > >> > > > >> > > > >> > > > > > > > > > > > > > ------------ --------- --------- ------ > > > > > > + + > > > + + + + + > > > Mohon saat meREPLY posting, text dari posting lama dihapus > > > kecuali diperlukan agar CONTEXTnya jelas. > > > + + + + + > > > + +Yahoo! Groups Links > > > > > > > > > > > > > > > > > > ------------ --------- --------- ------ > > > > > > + + > > > + + + + + > > > Mohon saat meREPLY posting, text dari posting lama dihapus > > > kecuali diperlukan agar CONTEXTnya jelas. > > > + + + + + > > > + +Yahoo! Groups Links > > > > > > > > > ________________________________ > > Nama baru untuk Anda! > > Dapatkan nama yang selalu Anda inginkan di domain baru @ymail dan > @rocketmail. > > Cepat sebelum diambil orang lain! > > > > > > > > Yahoo! Mail Kini Lebih Cepat dan Lebih Bersih. Rasakan bedanya > sekarang! http://id.mail.yahoo.com > > > > > > > ------------------------------------ > > + + > + + + + + > Mohon saat meREPLY posting, text dari posting lama dihapus > kecuali diperlukan agar CONTEXTnya jelas. > + + + + + > + +Yahoo! Groups Links > > > >
