Ingat cara pakai nya pak :) jurus reverse ala zen.. Gak ada yg bisa
nandingin akurasi nya.

salam cuan
herbert. s
www.secondliner.wordpress.com

www.nexusers.wordpress.com
 On 2011 6 10 11:03, <[email protected]> wrote:
> Sy nunggu komen bung + baru take action ke SIMP. Ayo rekomennya bung :)
> -----Original Message-----
> From: PH™ <[email protected]>
> Sender: [email protected]
> Date: Thu, 9 Jun 2011 21:01:20
> To: <[email protected]>
> Reply-To: [email protected]
> Subject: Re: [saham] SIMP: Bisa mencapai 1800
>
> Sales commentary: SIMP is the cheapest IPO ever done by the Salim Group,
in our
> observation, which is too hard to ignore. We also understood that the
> availability of borrow on IFAR is already very tight, if not unavailable.
We are
> a buyer of SIMP.
>
> · Analyst Teddy Oetomo views the valuation gap between Indofood Agri
> (IFAR, N, PT S$1.75) and Salim Ivomas (SIMP, O, PT Rp1,850) to close in
the
> near-term; and recommends investors to take long/short position on
SIMP/IFAR to
> exploit this mispricing.
> · At present, IFAR trades at 11.8x 2011 PE, a 17% premium to SIMP’s
> 10.1x 2011 PE. As SIMP is the IFAR’s only asset, with 72% stake, the
aforesaid
> premium is unjustified, in Teddy’s view.
> · Meanwhile, SIMP current 2011 PE is also at 15% discount
> to London Sumatra’s (LSIP, N, PT Rp2,900) at 12x – further justifies the
> attractiveness of SIMP in the holding structure. SIMP owns 60% of LSIP.
>
>
>
>
> The above say it all.
>
>
>
>
> ________________________________
> From: Agustinus Barli <[email protected]>
> To: Milis Saham <[email protected]>
> Sent: Fri, June 10, 2011 10:52:44 AM
> Subject: Re: [saham] SIMP: Bisa mencapai 1800
>
>
> SIMP punya utang koq mesti saia yg bayarin,,laen kali aja yah :p
>
>
>
> Powered by AT&T™
> ________________________________
>
> From: Mikail <[email protected]>
> Sender: [email protected]
> Date: Fri, 10 Jun 2011 10:45:56 +0700
> To: <[email protected]>
> ReplyTo: [email protected]
> Subject: Re: [saham] SIMP: Bisa mencapai 1800
>
> Masak cuma 3 orang dari sekian ribu anggota milis???
> Kayaknya pada ngga pede nih pegang SIMP... hahaha
> (Btw, thanks yang udah ngacung :) )
>
> Hayo sapa lagi???
> Cung dong...
>
> Salam Cuan.
>
>
> 2011/6/10 Alit Suwirya <[email protected]>
>
>
>>saya ikut
>>
>>
>>
>>
>>
>>
> ________________________________
> Dari: Yhoji Gambler <[email protected]>
>>Kepada: [email protected]
>>Terkirim: Jum, 10 Juni, 2011 10:23:19
>>Judul: Re: [saham] SIMP: Bisa mencapai 1800
>>
>>
>>
>>Bareng deh kalo gitu, satu2nya yg msh sisa di porto gua saat ini soalnya
tinggal
>>INDF, LSIP, SIMP...
>>
>>Satu grup semua hahaha
>>
>>Don't follow me coz I don't know where I'm going®
>>
>>Regard's
>>Yhoji®
>>
>>Sent from my BlackBerry®
>>powered by Hoki Cuan Analysis
> ________________________________
>
>>From: Mikail <[email protected]>
>>Sender: [email protected]
>>Date: Fri, 10 Jun 2011 09:12:35 +0700
>>To: <[email protected]>
>>ReplyTo: [email protected]
>>Subject: [saham] SIMP: Bisa mencapai 1800
>>
>>
>>Cung, ngacung, sapa yang bareng saya? hehe... :)
>>
>
>

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