Menurut sy yg kyk gini nggak usah didengerin. Sdh terbukti mrk siram berita
jelek kalau mau akumulasi, dan sebaliknya.
Bener kata embah, info sih boleh dr mana aja, but decision is yours! Jd
sebaiknya kita tetapkan asumsi sendiri, hitung dan analisa sendiri.
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-----Original Message-----
From: "Adhi Sukmono" <[EMAIL PROTECTED]>
Date: Tue, 29 Apr 2008 09:03:31
To:obrolan-bandar@yahoogroups.com
Subject: [obrolan-bandar] ALERT-CIMB downgrades Indonesian telecoms
JAKARTA, April 29 (Reuters) - Malaysian investment bank CIMB has
downgraded Indonesia's telecommunication sector to underweight from
neutral on concerns about rising competition in the industry.
CIMB said in a report that it had also cut the recommendation on
Indonesia's largest telecommunication company, PT Telekomunikasi
Indonesia Tbk (Telkom)TLKM.JK to underweight from neutral and reduced
its target price to 8,100 rupiah ($0.879) from 11,300 rupiah.
The investment bank also cut the target price for Indonesia's
second-largest mobile operator, PT Indosat Tbk ISAT.JK, to 5,900
rupiah from 6,700 rupiah.
"We believe Indonesia's telecom sector is undergoing a structural
shift from high tariffs-low usage to low tariffs-high usage," CIMB
said in the report.
Telkom controls 65 percent of PT Telekomunikasi Selular (Telkomsel),
the largest mobile operator in the country with a more than 50 percent
market share.
"We believe Telkomsel and Indosat are not prepared for this, and there
networks will be congested in the coming quarters," the bank added.
The number of cellular phone subscribers in Indonesia has been growing
rapidly in recent years and is expected to reach 120 million by the
end of this year from around 90 million in 2007.
Despite the strong growth, the penetration rate in the country is
relatively low at only about a third of the population compared to
regional peers like Malaysia which has around 80 percent penetration
rate and 60 percent in Thailand.
But with around a dozen operators serving the market, the competition
has intensified recently resulting in tariff cuts in recent months.
($1=9,215 rupiah) (Reporting by Harry Suhartono, editing by Ed Davies)
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