Ni sudah mendekati bottom... akan bergerak pada range 35rb -45rb -----Original Message----- From: pemainedan [mailto:[EMAIL PROTECTED] Sent: 21 Juni 2007 15:21 To: obrolan-bandar@yahoogroups.com Subject: [obrolan-bandar] Re: Balasan: RE: [saham] Harga wajar ANTM & INCO
Saya rasa maksudnya "Harga rata2 Ni Q2 07 (per hari ini) = $46.592/mt" Betul begitu, pak Sudes? Memang sih, kalau melihat harga wajarnya ya harga skr ini jauh sekali di bawah. Tapi kalau sentimen sangat negatif thd harga nikel, harga pun bisa jadi tdk wajar (hitungan PER menjadi unreasonably low, etc). Rasanya ini yg membuat harga ANTM-INCO tertekan. Kalau TINS, itu memang aneh. Harga timah stabil di USD 14+K. Harga TINS anteng di 11-11.5rb saja. Padahal dg asumsi harga timah USD 12K saja, dg PER 10x, harga wajar sudah IDR 20rb-an. Mengenai Ni, menurut pak Jonni pada postingnya terdahulu, dia perkirakan Ni tidak akan di bawah USD 36K/t. Bagaimana perkiraan pak Sudes ttg ini? -Anton T. --- In obrolan-bandar@yahoogroups.com, Rei <[EMAIL PROTECTED]> wrote: > > Maksudnya apa Pak? Saya kurang jelas... > Harga rata2 Ni Q1 07 = $38.89/mt > Harga rata2 Ni Q1 07 (per hari ini) = $46.592/mt...maksudnya year to date? > TQ! > > Sudeswanto <[EMAIL PROTECTED]> wrote: > harga rata-rata nikel Q1 2007 = USD 38.809 /mt > harga rata-rata nikel Q1 2007 (per hari ini) = USD 46.592 /mt > > asumsi produksi dan sales volume tetap, dan yang lain2 tetap... > EPS Q2 2007 untuk ANTM dan INCO naik 20% > > Happy profit to all... > God bless you always! ^^ > > > -----Original Message----- > From: Eka Suwandana [mailto:[EMAIL PROTECTED] > Sent: 21 Juni 2007 10:47 > To: [EMAIL PROTECTED]; obrolan-bandar@yahoogroups.com > Subject: [obrolan-bandar] Re: Balasan: RE: [saham] Harga wajar ANTM & INCO > > > > Dapet terawangan kalo EPS INCO annualised Q2 bakal > jauh lebih baik. Sudah 1$! > EPS ANTM turun sedikit karena rugi kurs, dan cost BBM > industri naik. > --- Suwito Nugroho <[EMAIL PROTECTED]> wrote: > > > Kalo INCO bisa ikut CVRD, parent company-nya, so > > sah-sah aja > > Div yield di atas 10% wow... > > Kalo ANTM? Lha baru nyetel FeNi 3 aja udah > > kerepotan > > > > Sudeswanto <[EMAIL PROTECTED]> > > wrote: > > memang seharusnya begitu... ^^ hehehe > > God bless you always! ^^ > > > > -----Original Message----- > > From: nicholas alvin > > [mailto:[EMAIL PROTECTED] > > Sent: 20 Juni 2007 18:57 > > To: [EMAIL PROTECTED] > > Subject: [saham] Harga wajar ANTM & INCO > > > > > > Coba kita bandingkan saham ANTM & INCO dgn > > saham sejenis di DJ seperti BHP dan CVRD > > maka harga saham ANTM & INCO sangat murah > > > > > > BHP Billiton Ltd. (BHP) > > > > Pre-Market: 59.25 0.26 (0.44%) > > as of 7:03AM ET on 06/20/07 > > > > Last Trade: > > 58.99 Trade Time: Jun 19 Change: 0.00 > > (0.00%) Prev Close: 58.99 Open: N/A Bid: > > N/A Ask: N/A 1y Target Est: 45.72 > > Day's Range: N/A - N/A 52wk Range: > > 34.74 - 59.20 Volume: 5,000 Avg Vol (3m): > > 2,893,310 Market Cap: 175.02B P/E (ttm): > > 14.42 EPS (ttm): 4.09 > > Companhia Vale do Rio Doce (RIO) > > > > Last Trade: 45.80 > > Trade Time: Jun 19 Change: 0.00 (0.00%) Prev > > Close: 45.80 Open: N/A Bid: N/A Ask: > > N/A 1y Target Est: 44.41 > > Day's Range: N/A - N/A 52wk Range: 19.16 - > > 47.71 Volume: 0 Avg Vol (3m): 9,212,460 > > Market Cap: 110.59B P/E (ttm): 15.28 EPS > > (ttm): 3.00 Div & Yield: 0.68 (1.40%) > > Sedangkan PER ANTM baru 5.84 x dan INCO 6.66 x > > Day's Range: N/A - N/A 52wk Range: > > 34.74 - 59.20 Volume: 2,800 Avg Vol (3m): > > 2,893,310 Market Cap: 175.02B P/E (ttm): > > 14.42 EPS (ttm): 4.09 Div & Yield: 1.12 > > (1.90%) > > EPS ANTM Rp 2.250 dan INCO Rp 8.361,- > > > > Maka dengan PER 10 x harga ANTM Rp 22.500,- > > PER 10 x harga INCO Rp > > 83.610,- > > > > Kalau PER 14 x maka harga ANTM Rp 31.500 > > PER 14 x maka harga INCO Rp 117.000,- > > > > Apa komentarnya Pak Sudeswanto ? > > > > > > --------------------------------- > > Get the free Yahoo! toolbar and rest assured with > > the added security of spyware protection. > > > > > > > > > > > > > > --------------------------------- > > Lelah menerima spam? Surat Yahoo! mempunyai > > perlindungan terbaik terhadap spam. > > http://id.mail.yahoo.com/ > > > > > > > > > --------------------------------- > Get the Yahoo! toolbar and be alerted to new email wherever you're surfing. >
