Cadangan timah TINS hanya cukup untuk produksi 4 tahun lagi ,karena itu secara valuasi PER nya tidak pantas melebih 5x , karena 5 tahun mendatang TINS sudah tidak memproduksi timah lagi berbeda dengan Yunan yang mempunyai reserve lebih besar. --- tin berland <[EMAIL PROTECTED]> wrote:
> Jangan panic ! > Kenaikan harga minyak tidak berpengaruh banyak > untuk saham pertambangan > karena harga saham pertambangan juga ikut naik, > untungnya juga sangat besar. > Jadi tetap beli untuk saham pertambangan Big Cap > TINS, ANTM, INCO, PGAS, > BUMI, PTBA ngak usah khawatir.Juga MEDC perlu di > lirik. > Untuk CPO seperti AALI, LSIP juga tetap menarik > Sektor lain seperti perbankan, properti, > transportasi, manufactur di jauhkan dulu. > > > "Jonni Amin,CFA,FRM" <[EMAIL PROTECTED]> wrote: > Saya melihat Indonesia diuntungkan dalam > hal komoditas (batubara, timah, nikel, palm oil > dll). Kalau Australia tidak begitu untung karena > mata uangnya menguat terlalu banyak terhadap US > dolar. Kenaikan harga komoditas seperti batubara > kalau dikonversikan ke Aus$ tidaklah berubah banyak > (bahkan bisa tidak menguntungkan), tapi berbeda > dengan kita. Apalagi, dalam hal PE masih kecil > dibandingkan dengan PE negara lain. > > Walaupun sekarang minyak naik hampir mendekati > US$90 dollar, kedepan saya pikir komoditas tetap > bagus karena US dollar sebenarnya terdevaluasi. > > > > Yunnan Tin Co., Ltd. (Public, > SHE:000960) - Add to Portfolio - Discuss 000960 > Find more results for SHE:000960 > 80.88 > +0.08 (0.10%) > Oct 19 - Close Open: 80.90 Mkt Cap: > 43.42B P/E: 98.84 Dividend: N/A > High: 82.99 52Wk High: 2,400.00 > F P/E: N/A Yield: N/A Low: > 75.49 52Wk Low: 75.49 Beta: N/A > Shares: 536.86M Vol: 4.95M Avg > Vol: N/A EPS: 0.82 Inst. Own: > N/A > Compare > Settings > > > > Link to chart > Historical Prices > > Historical Prices > > > > > Yunnan Tin's profits surge > Release date: 15 Oct 2007 Yunnan > Tin Company reported an almost four-fold increase in > profits in the first nine months of 2007. Net income > rose to 454 million yuan ($60 million), or 0.85 yuan > a share, compared with 120 million yuan, or 0.22 > yuan, a year ago, the Yunnan-based company said on > 12 October in a preliminary earnings statement to > the Shenzhen Stock Exchange. > > YTC, the only listed tin producer in China, has been > one of the top performing shares on the countrys > booming stock market this year, increasing tenfold > in price since the start of the year versus a 181% > increase in the benchmark CSI 300 index, according > to Bloomberg. > > Chinese spot tin prices have recently surged to > 150,000 yuan ($20,000) per tonne as a result of > strong demand from the solder sector and constraints > on metal production caused by concentrate shortages. > CNIA data shows that Chinese refined tin production > in January-August was 97,223 tonnes, up 7.1% on the > same period of 2006, but output has fallen below > year-ago levels in every month since May. > > > > . > > > > > > > __________________________________________________ > Do You Yahoo!? > Tired of spam? Yahoo! Mail has the best spam > protection around > http://mail.yahoo.com __________________________________________________ Do You Yahoo!? Tired of spam? Yahoo! Mail has the best spam protection around http://mail.yahoo.com Kunjungi situs http://www.info-saham.com untuk informasi seputar saham. DILARANG KERAS MEMOSTING OPINI PRIBADI TENTANG POLITIK DI MILIS INI. Silahkan lakukan itu di milis [EMAIL PROTECTED] [EMAIL PROTECTED] untuk berhenti dari milis saham [EMAIL PROTECTED] untuk bergabung 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/
