SMGR untuk long term ? Semen termasuk industri yang pertumbuhan nya lambat, mungkin hanya 15% per tahun, lagi padat modal dan high cost on transportation, think carefully.
----- Original Message ----- From: Sudeswanto To: [email protected] Sent: Friday, June 08, 2007 1:44 PM Subject: RE: [saham] Our Eyes on INCO, Watching & Hunger! TP : IDR 92.860/share...!!! the market is always right, right? ^^ wish all the best for all of us and God bless you! ^^ -----Original Message----- From: Andrew wijaya [mailto:[EMAIL PROTECTED] Sent: 08 Juni 2007 13:40 To: [email protected] Cc: [EMAIL PROTECTED] Subject: Re: [saham] Our Eyes on INCO, Watching & Hunger! TP : IDR 92.860/share...!!! Analisa anda memang bagus, tetapi tidak kah lebih baik anda memilih SMGR untuk long term ketimbang saham tambang semacam INCO atau pun ANTM? Perlu diingat selain faktor internal company (fundamental company) masih harus menspekulasi kinerja perseroan dengan harga jual komodity yang mungkin sangat spekulatif bagi kinerja masa depan, mungkin short to midle term is OK, but long is DANGER, siapa yang tau harga komoditi kedepan, semuanya cuma perkiraan dan mimpi sedangkan SMGR setiap ada produksi dan penjualan berarti penuh potensi keuntungan, tinggal bagaimana manajemen mengelolah perseroaan sehingga marjin laba semakin besar. Sudahlah lupakan saham metal untuk midlle term, The Game is suspend until consolidation was over, who's know when? we wait for this game. Salam, 2007/6/8, Sudeswanto <[EMAIL PROTECTED]>: > > > > > > 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 > >
