Mbah, Kalau saya kan pakai salam sayang buat Mbah, Suheng Koba pakai Salam hormat, kalau Bu Fifi pakai apa? Pasti Mbah lbh seneng kalau ga pakai apa2, ya?
Whuuzzzz..... Kaburrrrr..... Salam sayang, Nin Sent from my Compassioante-HeartBerry® powered by LOVE...! -----Original Message----- From: "jsx_consultant" <jsx-consult...@centrin.net.id> Date: Wed, 09 Dec 2009 13:46:26 To: <obrolan-bandar@yahoogroups.com> Subject: Re: Bls: Bls: [ob] Daily CL...HEXA new coverage TP 4150 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 >
