Terima kasih pak Sudes, chart nya sangat menjelaskan.
Saat INCO konsolidasi di Rp. 48,000, saya coba simulasikan secara kasar. Saya mengambil avg price lebih rendah di US$ 35,000, dg meminjam produksi dan COGS, Q1 2006 . Mensimulasikan INCO kelihatannya lebih mudah dibanding TINS ( COGS naik tiap tahun ) dan ANTM ( produksi nambah dg FENI III ). Hasil akhir saya dapatkan INCO Q1-2007, EPS kisaran US$ 0,3, setahun US$ 1,2 .. Makanya teman2 di lingkungan saya ajak sabar Hold INCO, atw Buy on Weakness, jangan terpancing tipuan Bozz nurunin ke Rp. 58,000. Mudah-mudahan analisa saya terlalu konservatif dan pesimis ....... Salam, On 4/13/07, Sudeswanto <[EMAIL PROTECTED]> wrote:
Best Regards, SAMUEL SUDESWANTO YEUNG (http://samsudesyang.blogs.friendster.com/sudeswanto/) RESEARCH DEPARTMENT PT SINARMAS SEKURITAS GEDUNG PLAZA BII MENARA III Jl.M.H.Thamrin No.51 Telp : 62-21-3925550 ext.159 Fax : 62-21-3925579 DISCLAIMER : This material is issued by PT Sinarmas Sekuritas, a member of the Jakarta and Surabaya Stock Exchanges, represent the opinion of PT Sinarmas Sekuritas, derived its judgement from sources deemed reliable, however, PT Sinarmas Sekuritas and its affiliated cannot guarantee its accuracy and completeness. PT Sinarmas Sekuritas or its affiliates may be involved in transactions contrary to any opinion herein or have positions in the securities recommended herein and may seek or will seek investment banking or other business relationships with the companies in this material. PT Sinarmas Sekuritas, its employees and its affiliates, expressly disclaim any and all liability for representation or warranties, expressed or implied, here in or omission there from or for any loss how so ever arising from any use of this material or its contents or otherwise arising in connection there with. Opinion expressed in this material are our present view and are subject to change without notice. GOD BLESS YOU
