Dan artinya adalah, sebagaimana konsensus teman-teman disini (ambil nasihat "reverse" ala zen, mengutip kata2 P dragon :) Artinya adalah posisi kita: BUY terhadap SIMP.
We are against Mr.Positif in this matter :D xixixi 2011/6/10 <[email protected]> > > > Keluarr tuchh rekomendasinya :) > Thanks mister :) > > Powered by Telkomsel BlackBerry® > ------------------------------ > *From: * positif01 <[email protected]> > *Sender: * [email protected] > *Date: *Fri, 10 Jun 2011 11:22:09 +0700 > *ReplyTo: * [email protected] > *Subject: *Re: [saham] SIMP: Bisa mencapai 1800 > > > > Let us made it simple with a very plain logic. > > 1) Anda berada pada era teknologi informasi tanpa batas yang transparan. > Relevansi: semua traders/investors baca dan tahu rekomendasi-rekomendasi > yang mengatakan SIMP undervalued sebegitu murahnya sebagaimana klaim tukang > kecap. > > 2) Even begitu murahnya, baik kemarin atau hari ini, berapa persen > kapitalisasi transaksi BEI dibandingkan persentase transaksi SIMP. Hitung > sendiri. Meaningless. Apakah tidak ada yang tahu ada barang dagangan "murah" > atau cuma Anda dan teman-teman perekomendasi sendiri? Tanyakan pedagang > cabe, apa yang akan mereka dagangkan kalau harga cabai turun, dan harga > bawang naik....ya, semuanya ganti dagang bawang. Terjadikah itu pada SIMP > dalam dukungan pasar yang signifikan bahwa valuasinya sedemikian murah? > Masih banyak tuh yang memilih dagang yang lain. Mereka tidak percaya? :d > > 3) Coba lihat transaksi kemarin, dan temukan siapa penjual terbesar ketiga, > dan apa kata si penjual sebelum listing dimulai? They said buy. > Kesimpulannya? Investors/traders yang mereka fasilitasi untuk menjual SIMP > kemarin saja tidak percaya rekomendasi brokerage house-nya. Kenapa Anda bisa > percaya? Coba tanyakan ke Credit Suisse. :d > > Very simple, and we set aside complexity of valuation concern. We are not > saying yet those who said it was undervalued were completely baseless, but > we could not find their argument was convincing enough. Until they could > convince with both, the valuation and the way price is in action, then we > will ponder to revisit. :d. > > '+' > > On Fri, Jun 10, 2011 at 11:03 AM, <[email protected]> wrote: > >> >> >> Sy nunggu komen bung + baru take action ke SIMP. Ayo rekomennya bung :) >> ------------------------------ >> *From: * PH™ <[email protected]> >> *Sender: * [email protected] >> *Date: *Thu, 9 Jun 2011 21:01:20 -0700 (PDT) >> *To: *<[email protected]> >> *ReplyTo: * [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... :) >>> >> >> > >
