kang,,, dijembrengin dong.. kupas tuntas hajar bleh... valuasi khas kang ocoy on PGAS...
biar kita2x para OBers bisa membedakannya... NPVnya clsa berapa ya? kok ga berani di bawah 15k tp target bs pe 12k-an yahh...... n ngitung..(nentuin).. terminal growth.. gimana yah caranya? menurut kang ocoy berapa.. dikupass-tuntas n cek ricek dong biar pada ngerti juga nih kita2x.. maklum baca risetnya clsa kurang paham...(cuma liat TPnya doang) hweheehe... hajar kang... cara bikin valuasi kayak org2 clsa biar manyoksss... trims b4.. --- kang_ocoy_maen_saham <[EMAIL PROTECTED]> wrote: > DCF Driven Minimum is at around 14000-Ish > > I'm not saying that there's anything wrong with > looking in the > rear-view mirror, but if you're driving forward, > it's probably wise to > look out the windshield... I personally think the > stuff bout PGAS is > Its Long-Term Prospect. That is to say the main > factor we should pay a > close watch on PGAS is its project deliveries. > delayed YES, but i > personally think Its already on the price. not many > firm got what PGAS > potentially has (Terminal Growth rate above 5%). > > > > > > > > > --- In obrolan-bandar@yahoogroups.com, "PyRiEL > PyRiEL" > <[EMAIL PROTECTED]> wrote: > > > > menurut akang valuasi wajar berapa? > > btw ane mau dunk skulah valuasi biar bisa kayak > kang ocoy.. > > dimana yah? > > biar aku ndak ketipu mulu > > info yah kang > > > > 2008/4/21 kang_ocoy_maen_saham > <[EMAIL PROTECTED]>: > > > > > > > > PGAS Short Term View = Dissapointing YES, LATE > DELIVERY YES > > > > > > PGAS Long Term View = Long-Term Growth Rate > 5%???? > > > > > > Skolah Valuasi lagi gihhh... HEHEHEHEHEHEHE > > > > > > Hanya dengan kenaikan Volume 5% After 2010 > Pertaun en asumsi kenaikan > > > gradual harga gas per taun 3% aja atleast medium > term Growth Rate > > > Assumption PGAS bisa diatas 7% Sustain minimal > 10 tahun. > > > > > > VALUATION WARS EH?? BEGINI DOANK?? > > > > > > BRING-IT-ON ANYWAY, U CANT KID AROUND W ME KALO > CUMAN BEGINI DOANK! > > > > > > -Hint, angka Target KZ di derived BUKAN DR NILAI > NPV NYA, TP DIA KASIH > > > "DISKON" DR NPV KARENA DELIVERY MANAJEMEN PGAS > MENGECEWAKAN, SEMENTARA > > > MSLH DELIVERY INI BENER. TARGET NPV PGAS GAK > MASALAH SO KUNCINYA > > > ADALAH KALO TIBA2 ADA TURNAROUND MOMENTUM DI > OPERASI PGAS., JANGAN > > > TERKEJUT KALO SECEPET ITU JG NANTI DY BALIK KE > "UPGRADE", LAH NPV DY > > > AJA GA BERANI KASIH DIBAWAH 15000. > > > > > > my personal advice is go on the long view., > delivery manajemen PGAS > > > emang culun, prinsip disclosure nya juga jelek. > but that doesnt mean > > > it deserves 40% MoS kecuali emang niat dapet > barangnya di "40%" MoS. > > > TURUNIN lg aja. DIKIT LG MASUK LABEL "VALUE" > THAN I CAN START USING MY > > > "LONG-AWAIT" BUSTER RIFLE... > > > > > > --- In obrolan-bandar@yahoogroups.com > <obrolan-bandar%40yahoogroups.com>, > > > Andi Wahyudi > > > > > > <andi_wahyudi2000@> wrote: > > > > > > > > Valuation war begins? > > > > > > > > Ardomoro Winarto <wardomoro@> wrote: > > > PGAS jeblok karena didawngrade oleh CLSA dari > BUY menjadi UNDERPERFORM > > > dgn tp yang baru rp 12900, maka asing pada > buang-buang 2 hari ini. > > > Tapi anehnya, ML pada tgl keluarin riset baru > dengan MAINTAIN BUY dan > > > tp rp.17500 dan hari ini ML plg banyak jualan > PGAS. Asing memang > > > paling bisa kalau ngibulin. > > > > > > > > Terry Astradika <astradika@> wrote: > > > > nunggu ayunan mantap dari pgas, baru deh naik > ke atas.. > > > > > > > > saat ayunan datang, baru deh masup, kalu ga > ada ayunan, tapi harga > > > > dah terbang...yaa ... sudah brarti belum > rejekinya deh.. > > > > > > > > ciao! tetap sehat dan bersemangat.. > > > > note: stay cool...jangan grasak grusuk.. > > > > > > > > --- In obrolan-bandar@yahoogroups.com > <obrolan-bandar%40yahoogroups.com>, > > > "kangduren" <kangduren@> > > > > wrote: > > > > > > > > > > CMIIW > > > > > > > > > > nyeletuk dikit mudah2an ga salah, belon ada > berita bagus lagi dari > > > > > PGAS tapi sepertinya FM gede dah akumulasi > dari tahun lalu (dah > > > > > selesai akumulasi), coba liat chartnya, kalo > PGAS sementara > > > > invest... > > > > > > > > > > salam > > > > > --- In > obrolan-bandar@yahoogroups.com<obrolan-bandar%40yahoogroups.com>, > > > "tora" <kopitorabika@> > > > > > wrote: > > > > > > > > > > > > tanya dong... > > > > > > > > > > > > pgas ada berita apa kok jeblok terus ? > > > > > > > > > > > > trims. > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > --------------------------------- > > > > Be a better friend, newshound, and know-it-all > with Yahoo! Mobile. > > > Try it now. > > > > > > > > > > > > > > > > Send instant messages to your online friends > > > http://uk.messenger.yahoo.com > > > > > > > > > > > > > > > > > > ____________________________________________________________________________________ Be a better friend, newshound, and know-it-all with Yahoo! Mobile. Try it now. http://mobile.yahoo.com/;_ylt=Ahu06i62sR8HDtDypao8Wcj9tAcJ ____________________________________________________________________________________ Be a better friend, newshound, and know-it-all with Yahoo! Mobile. Try it now. http://mobile.yahoo.com/;_ylt=Ahu06i62sR8HDtDypao8Wcj9tAcJ
