TBLA Utk revenues sekarang hampir separuh atau Rp400M dari cooking oil.
Sementara harga cooking oil sendiri yoy sudah naik 40%. CPO sudah naik dari avg
1500MYR ke 2500MYR.
Jangka panjang masih prospek di 2500 MYR-2700MYR/ton, revenues total di 2011
bakal Rp2,4-3Triliun. Saya sudah bosan posting yield/ha, plantaion profile,
dsb. Tapi the CPO bull has only just started! Kalo masalah PE nggak ngaruh
banyak dgn supply and demand. Semakin dipaksa jual ke dalam negri semakin
tinggi harga CPO. Semakin dipajaki petani plasma emakin menderita, kalo
investor sih tenang saja.
swan silo <[EMAIL PROTECTED]> wrote:
peningkatan PECPO tidak mengurangi penghasilan produsen CPO
karena kenaikan PE tersebut diimbangin dengan kenaikan harga jual.....jadi
kenaikan PE tersebut dibebankan kepada pembeli....masalah yang dikawatirkan
adalah kenaikan tersebut mempengaruhi daya saing CPO indonesia relatif terhadap
harga cpo pesaing/malaysia........
swan
----- Original Message ----
From: Darma Nasution <[EMAIL PROTECTED]>
To: obrolan-bandar@yahoogroups.com
Sent: Saturday, June 9, 2007 1:44:55 PM
Subject: Re: [obrolan-bandar] Re: TBLA : Too expensive at this price
Setiap policy yang dibuat pemerintah, apakah PE CPO dan Turunannya atau
Perda, PPn, dan
Retribusi Liar sedikit banyak akan mempengaruhi estimasi revenue semua
perusahaan perkebunan.
apakah pengaruhnya cukup besar tergantung besaran PE CPO dan Turunannya.
Kalo koreksi harga CPO menurut saya yang neubie masih sebatas technical
correction karena
beberapa hari sudah rally.mungkin nguji support kali.
Mnrt prediksi beberapa analis di negara tetangga harga CPO akan mencoba menguji
high nya tahun 1984.
Benar atau tidaknya hanya waktu yang membuktikan. Analis juga manusia biasa
bisa benar bisa juga salah.
Kalo saya sih percaya aja.
Kira-kira untuk perusahaan perkebunanan mana yang performance nya bagus,
tergantung pilihan
masing-masing.
Di daerah saya, kalo masuk asrama militer ada tulisan ragu-ragu kembali,
maksudnya kalo gak berani masuk
mending pulang aja.
Regards
darma
2007/6/9, exindo_trade <exindo_trade@ yahoo.com>: Beneran nih too
expensive? Kalo alasannya pajak ekspor, sih gak
masuk akal. Kecuali kalo supply CPO dari Malaysia udah cukup untuk
seluruh dunia, lain urusan. Kalo belum cukup, ya malah naik lagi
harga internasional untuk CPO. Cuman harga yang dinikmati ama
pengusaha CPO di Indonesia, tetep karena kepotong pajak.
Kan berarti gak ada korelasinya pajak ekspor itu.
Tapi kalo alasannya karena mungkin TBLA punya usaha lain, yang
mungkin rugi, ya itu aku gak tau lagi.
So yang bener gimana? Btw, kemarin cukup kuat tuh TBLA. Gak jatuh
dalam-dalam, meskipun indeks sedang dibantai ramai ramai.
--- In obrolan-bandar@ yahoogroups. com, Rei <highwaystar91@ ...> wrote:
>
> Thank you, saya out dulu Senin deh. Semoga Senin naik jadi bisa
unload yg "jelek"2...
> TBLA pasti akan saya kolek lagi kalo udah murahan...
>
> ihsg 88 <[EMAIL PROTECTED]> wrote:
> Waktunya koreksi.
> - Harga CPO tadi malam jatuh dalam.
> - PE akan dinaikan 1 Juli 2007
> - Diusulkan ke MenkoEkuin berlaku surut 1 Januari 2007
> - Pola distribusi mulai berjalan.
>
>
> On 6/9/07, Rei <highwaystar91@ ...> wrote: Menurut pak Joe
sendiri gimana?
>
> Joe Grunk <[EMAIL PROTECTED] .> wrote:
> Ada yang kontrarian.
>
>
>
> JG
>
>
>
>
>
>
> BAHANA FOCUS
> FIXED INCOME RESEARCH
> Tunas Baru Lampung
> Rp680; maintain target price of Rp370 ESELL
> Too expensive at this price
>
>
> By Achmad Syafriel
>
>
> · Stock price surged by over 50% in 2
weeks
>
> · Price increase cushioned the company's
poor results
>
> · Forex loss brings down net profit
>
> · EV/ha becomes too expensive at this
price
>
> · Tunas Baru Lampung expanding its
plantation estates
>
> · Maintain SELL recommendation and TP of
Rp370 per share
> As we use EV/ha valuation to value the counter, we derive our TP
of Rp370 per share with 21% estimated earnings growth.
>
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>
>
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