Umpannya DB awas...tiarap..........................................................
________________________________ From: positif01 <[email protected]> Sent: Thu, June 9, 2011 9:04:25 AM Subject: [saham] IPO Salim Ivo Mas Pratama: Sell, Sell and Sell This one is pretty clear and simple. Everyone is familiar with all family gets into IPO knows it well. SIMP is just simply another INDF family-related IPO crash. There is nothing to make it better than the last case of ICBP last year, and the effect is expansive to affect all its other family members, you name it how INDF price action afterward. And, no need to wait this SIMP sinks to the bottom to prove the story will continue the days on. Very simple, look what has just happend to SIMP parent, IFAR which is listed at Singapore, it sank deep in the hole. Why would it be different right now knowing that palm oil prices are also under pressure...at this very day? So, who is the indisputable winner of this IPO? Indofood with your money. And, who is the inevitable loser? You...the expecting traders...unless you become long-term investor. A very long one for slow stock at the very unlucky spot of time. :d >From our previous posting: Goldman released comment (May 22, 2011): Implications In our view, the IPO (Salim Ivomas) could pose downside risks to our IFAR earnings estimates through potential EPS dilution, as well as possible holding company discount once its main operating asset is listed separately. As an example, a similar holding company is JC&C (JCYC.SI, Neutral, May 20: S$38.92), which owns Astra International, has a NAV discount that has historically averaged at 13%. Coba perhatikan apa yang terjadi pada IFAR dan juga induk di atasnya lagi, INDF, setelah tanggal 22 Mei tersebut. http://finance.yahoo.com/echarts?s=5JS.SI+Interactive#symbol=5js.si;range=1y;compare=;indicator=volume;charttype=area;crosshair=on;ohlcvalues=0;logscale=off;source=; '+'
