P Dragon, Berbicara ttg Zen mungkin bakalan sulit dan bahkan mustahil bagi temen-temen disini. Apalagi kebanyakan adalah praktisi saham.
Namun memang nampaknya, *dalam Zen diajarkan betapa pentingnya seseorang melepaskan pikirannya dari segala macam konsep yang membelenggunya. Hanya ketika seseorang telah lepas dari konsep, ia dapat melihat sesuatu sebagaimana adanya*. Saya nukil dari: http://www.mail-archive.com/[email protected]/msg02086.html Just intermezzo... On Fri, Jun 10, 2011 at 11:09 AM, Dragon Number One <[email protected]>wrote: > > > 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... :) > >> > > > > > >
