Tks pak.... Agree that SMGR memang but long term investment... tipe saham pilihan Kang Warren
________________________________ From: obrolan-bandar@yahoogroups.com [mailto:[EMAIL PROTECTED] On Behalf Of Armando Anthony Sent: Thursday, April 17, 2008 10:39 PM To: obrolan-bandar@yahoogroups.com Subject: Re: [obrolan-bandar] Prospek SMGR SMGR ya Pak, Kebeltulan saya baca FSnya bbrp minggu lalu, ini saya share: Secara Fundamental perusahaan ini sangat solid, no doubt, nothing to worry. S/d dg 31/12/07 cash & setara cash aja sudah 1/4 dr Total assetnya. Kemampuan membayar hutang, baik itu hutang jangka panjang ataupun jangka pendek sesuai terms and conditionsnya, sangat kuat. Cash inflownya sendiri sangat solid. Malah dividen yg dibagikan hampir sama dg jumlah hutang yg dibayar. Terlebih lagi significant increase di revenue tidak dibarengi dg costnya, padahal investment di fixed asset sangat kecil. Ada kemungkinan perusahaan ini operating 3 shift ataupun mampu menekan harga bahan baku krn ketergantungan thd barang baku dr 1-2 suppilers < 10% dr total bahan baku required. Kalau dilihat dr indikator Financial Ratio, SMGR ini terlalu liquid, sebetulnya malah kurang baik, krn bisa dinilai tidak mampu memanfaatkan kelebihan yg dimilikinya. Mungkin krn itu maka tgl 10/12/2007 diadakan RUPSLB untuk membangun 2 pabrik baru di Jawa dan Sulawesi dg kapasitas terpasang 2x2.5 jt ton, dan power plant 410 MW, dg investasi masing2 US$ 670jt dan US$ 573jt, dengan jaminan 50% total assets dari SMGR ini. Realisasi dr investasi hsl RUPSLB itu pasti butuh wkt lama. Biasalah BUMN, teralu banyak protokolernya Kalau anda daily trader memang SMGR SANGAT TIDAK COCOK. Swing-swung hampir tidak ada. malah saya curiga SMGR ini salah satu saham yg digebug utk naikkin saham lain. Saya gak tau bobotnya brapa di index BEI, musti tanya Pak Boyz yg biasanya merhatiin. Jadi kalau punya SMGR ya disimpan aja utk long. Tinggal tunggu realisasi proyek baru diatas. Kalau sdh realisasi, ada kemungkinan ngebut. Saya tidak melihat ada sesuatu yg negatif dr SMGR ini. Saya sendiri punya cukup banyak, bahkan sebelum stock split th lalu. Saya simpen aja krn memang sahamnya ANTENG. Mudah2an bermanfaat. AA ----- Original Message ---- From: "Prasetyo, Hani" <[EMAIL PROTECTED]> To: obrolan-bandar@yahoogroups.com Sent: Thursday, April 17, 2008 6:08:32 PM Subject: [obrolan-bandar] Prospek SMGR SMGR anteng di range 4200 - 4300-an... rekan2 ada yang punya info ttg SMGR tolong dishare... Tx be4 This email and any attachments are confidential and may also be privileged. If you are not the addressee, do not disclose, copy, circulate or in any other way use or rely on the information contained in this email or any attachments. If received in error, notify the sender immediately and delete this email and any attachments from your system. Emails cannot be guaranteed to be secure or error free as the message and any attachments could be intercepted, corrupted, lost, delayed, incomplete or amended. 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