Btw hari ini knapa ML buang antam ampe 10 ribu lot lebih y?tapi gak ngefek tuh, tetap aja naek ampe 9100.Liat aja bsok;) --- James Arifin <[EMAIL PROTECTED]> wrote:
> Kelihatannya ANTM akan jatuh lebih parah lagi > apalagi level 8500 tembus > > On 2/28/07, Giri <[EMAIL PROTECTED]> wrote: > > > > > > ----- Original Message ----- *From:* *Erwan Teguh* > > *Subject:* Time to buy > > > > > > > > *The market correction is not much fundamentally > driven as far as I can > > gather*. It's Chinese contagion effect, but again > nobody seems to figure > > out why so. Yes, results have not been great so > far, but deviations are not > > significant. The JCI has been underperforming > YTD, weak results aside, PGAS > > fiasco, bird flu, and flood among others the > negative drivers. > > > > > > > > *I would take today's sharp correction a bottom > fishing opportunity. Some > > quality names such as Bank Rakyat (BBRI IJ), TLKM > IJ, Astra (ASII IJ) should > > be profitable trades, so are some consumer stocks > such as Indofood (INDF IJ) > > and Ramayana (RALS IJ).* > > > > > > > > *But of course, it's more exciting to look at > who's the cheapest of all?* > > A reminder our screen of 68 stocks, on EV/EBITDA, > PER versus growth, > > and ROE, and it's *Aneka Tambang (ANTM IJ) coming > out on top, at FY07 > > EV/EBITDA of 2.8x, 5.7x PER and ROE in excess of > 51%.* Operating leverage > > from better volume and lower cost are potent > combination, therefore our 50% > > EBITDA growth, 57.5% earnings growth estimate in > FY07. Surging gold price > > is an icing. Talks of IRC, i.e. merger of mining > SOEs another catalyst. > > These are reasons behind our recent upgrade to BUY > and Rp12,500 TP. > > > > > > > > Rgds > > > > Erwan > > > > > > > ____________________________________________________________________________________ Have a burning question? Go to www.Answers.yahoo.com and get answers from real people who know. ------------------------ Yahoo! Groups Sponsor --------------------~--> Something is new at Yahoo! Groups. Check out the enhanced email design. http://us.click.yahoo.com/kOt0.A/gOaOAA/yQLSAA/vbOolB/TM --------------------------------------------------------------------~-> DILARANG KERAS MEMOSTING OPINI PRIBADI TENTANG POLITIK DI MILIS INI. Silahkan lakukan itu di milis [EMAIL PROTECTED] [EMAIL PROTECTED] untuk unsubscribe dari milis saham [EMAIL PROTECTED] untuk subscribe ke milis saham Yahoo! Groups Links <*> To visit your group on the web, go to: http://groups.yahoo.com/group/saham/ <*> Your email settings: Individual Email | Traditional <*> To change settings online go to: http://groups.yahoo.com/group/saham/join (Yahoo! ID required) <*> To change settings via email: mailto:[EMAIL PROTECTED] mailto:[EMAIL PROTECTED] <*> To unsubscribe from this group, send an email to: [EMAIL PROTECTED] <*> Your use of Yahoo! Groups is subject to: http://docs.yahoo.com/info/terms/
