Ini berarti INCO & ANTM baru naek2 lagi tahun 2009? Laporan keuangan 2008 gimana ya Pak? Saya mendengar rumor INCO kwartal kedua ini turun sekitar 70% dibanding kwartal kedua tahun lalu karena produksi tersendat dan kenaikan harga minyak. Kalau infonya begitu berapa kira2 harga wajar INCO dan ANTM? :-(
On 7/14/08, Aria Bela Nusa <[EMAIL PROTECTED]> wrote: > > DJ MARKET TALK:UBS Downgrades Antam,Inco To Neutral, Cuts Targets > > 0416 GMT [Dow Jones] UBS downgrades PT International Nickel Indonesia > (INCO.JK), PT Aneka Tambang (ANTM.JK) to Neutral from Buy, cuts target > prices, due to expected industrial production slowdown given higher energy > prices, tighter monetary policy in developed, emerging markets. > > Cuts life-of-mine DCF-derived price target for Antam to IDR3,250 from > IDR4,350; "This follows continued production problems with the company's > Ferronickel III smelter" which has suffered leaks and other issues, on top > of expected near-term demand slowdown. > > Cuts life-of-mine DCF-derived price target for Inco to IDR5,800 from > IDR7,150; "PT Inco's shares have lost 51% since mid-November 2007 in line > with nickel price weakness." Adds, though, "in line with seasonal trends, > we believe stainless steel production will regain momentum in 2Q09, which > should lead to a sell-down of nickel producer inventory levels, which are > currently high, and a rebound in prices." Antam trading unchanged at > IDR3,000; Inco at IDR5,250, also unchanged. > >
