untuk short term harus hati2 apalagi komoditas tin di market semalam terkoreksi cukup lumayan. Safe trade .. punya entry level di level 10000 bisa dicoba dengan cut loss di 9950
On 2/24/07, tin berland <[EMAIL PROTECTED]> wrote:
*TINS turun karena koreksi wajar & konsolidasi untuk naik lagi,* *menuju target Rp 17.450,--* *Saya membuat hitungan yang sederhana dengan asumsi* *average harga timah $ 12.000,- /mt ( perkiraan average * *$ 13.000 )* *Harga timah sekarang sudah di atas $13.000. * *Jumlah produksi 45.000 mt ( produksi 07 bisa mencapai* *48.000 mt )* *Biaya produksi $ 8800,./mt* *Kurs 1 USD = Rp 9100 ( tidak di tambah inflasi )* *Hitungan saya hanya untuk produk timah saja,* *produk yang lain tidak saya masukkan (batubara)* *Jadi valuasi TINS Rp 17.450,-- masih ok.* *Valuasi sebenarnya bisa ke Rp 24.000,-* *( 4200 x 48.000 x 9100 ) dibagi jumlah saham x disc 33 %* *sama seperti hitungan Bp Irwan Ariston Napitupulu = * *Rp 24.000,-- Fundamental TINS ngak perlu di khawatirkan, pemerintah* *pasti menjaga jumlah produksinya, sehingga harganya* *tetap tinggi ( saya rasa sudah sewajarnya harga timah* *naik menginat harga metal yang lain juga naik ).* *Harga timah masih bisa naik karena pasokan th ini * *kekurangan 30.000 mt.* *Untuk cadangan timah di babel tidak akan habis dalam* *waktu 20 th jadi ngak usah kuatir kalau kita tahu* *fundamentalnya.* ** *thx* ** ** *tin berland <[EMAIL PROTECTED]>* wrote: Harga timah sudah mendekati $ 13.000. Dulu saya pernah membuat target TINS Rp 12.000,- ( harga timah $ 11000 --- $ 12000 ) maka sekarang saya mau hitung lagi. Net profit TINS = 3200 x 9100 x 45.000 = RP 1310 milyar. Target harga TINS = Rp 26050,- disc 33% menjadi Rp 17.450,- Mudah mudahan jitu hitungan saya sekarang --- babon joe <[EMAIL PROTECTED] <babonsu%40yahoo.co.id>> wrote: > Harga timah sudah di atas $ 12.000/ton, jadi > valuasinya > lebih dari Rp 12.000,-- > > Thanks > > > --- tin berland <[EMAIL PROTECTED] <tin_berland%40yahoo.com>> wrote: > > > > > --- tin berland <[EMAIL PROTECTED] <tin_berland%40yahoo.com>> wrote: > > > > > Kalau harga timah masih diatas Rp 11.000/ton > > sampai > > > Rp 12.000. > > > > > > EPS TINS bisa mencapai Rp 1.200,- > > > > > > Net profit TINS = 2200 X 9100 X 45000 di > discount > > > > > > 33% = Rp 603.6 milyar > > > > > > > Target setahun bisa mencapai +/- Rp > > 12.000,--/ > > > saham. Up side masih 72 % dari harga penutupan > > tgl > > 26 Jan ( Penutupan 26 Jan Rp 6950,- ). Mudah > mudahan > > jitu hitungan saya. > > > > > > Berani mencoba, belum terlambat, sebelum harga > > > naik lebih tinggi lagi. > > > > > > Good luck > > > > > > tin berland <[EMAIL PROTECTED] <tin_berland%40yahoo.com>> wrote: > > > > > > Timah Shares Surge on Indonesia's Tin-Export > > > Controls (Correct) > > > By Claire Leow > > > (Corrects to say highest since 1999 in second > > > paragraph.) > > > Jan. 24 (Bloomberg) -- Shares of PT Timah, the > > > world's second-largest tin miner in 2005, surged > > > after the government moved to curb illegal > > exports, > > > potentially raising costs at rival producers. > > > The stock gained 950 rupiah, or 17 percent, to > > > 6,700 rupiah on the Jakarta Stock Exchange, its > > > highest close since June 22, 1999. Almost 42 > > million > > > shares were traded, compared with the six-month > > > daily average of 6.4 million. > > > Indonesia, the world's second-biggest tin > > > producer, on Jan. 22 ordered miners to register > > > within one month for the right to export the > metal > > > to try and clamp down on the use of illegally > > > extracted tin ore. The move has boosted tin > > futures > > > in London to their highest since at least 1989. > > > ``Securing new mining licenses will take > time,'' > > > said PT Mandiri Sekuritas mining analyst Ahmad > > > Solihin. ``The new decree will require illegal > > > smelters to pay royalties and taxes, effectively > > > raising their production costs. Therefore the > > > smelters might no longer be able to outbid > > Timah.'' > > > Only companies with mining licenses and who > have > > > paid royalties can export refined tin with a > > minimum > > > purity of 99.85 percent, Diah Maulida, director > > > general of foreign trade at the Ministry of > Trade, > > > said yesterday by phone. > > > Timah would also benefit from higher tin > prices, > > > said Solihin, who has a 12-month target on the > > stock > > > of 7,650 rupiah. > > > Tin, used in electronics soldering, has risen > 67 > > > percent in the past year as Indonesia has > cracked > > > down. Metal for delivery in three months gained > > > $150, or 1.2 percent, to $12,300 a ton on the > > London > > > Metal Exchange today, the highest since at least > > > 1989. > > > Timah has forecast output of 45,000 tons of > tin > > > this year. Indonesia produces about 70,000 tons > a > > > year, Solihin said. > > > To contact the reporter on this story: Claire > > Leow > > > in Jakarta at [EMAIL PROTECTED] <cleow%40bloomberg.net> > > > Last Updated: January 24, 2007 04:43 EST > > > > > > --------------------------------- > > > No need to miss a message. Get email on-the-go > > > > with Yahoo! Mail for Mobile. Get started. > > > > > > > > > > > > > > > --------------------------------- > > > 8:00? 8:25? 8:40? Find a flick in no time > > > with theYahoo! Search movie showtime shortcut. > > > > > > > > > > > __________________________________________________________ > > Have a burning question? > > Go to www.Answers.yahoo.com and get answers from > > real people who know. > > > > > > > ________________________________________________________ > > Lelah menerima spam? 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