-----Original Message----- From: "PH" <[email protected]> Date: Thu, 16 Jun 2011 17:50:50 To: <[email protected]> Reply-To: [email protected] Subject: Re: [saham] Sell Re: IPO Salim Ivo Mas Pratama: Sell, Sell and Sell
Hhehe terlalu kecil.. Sudah liat konsesi nya belum? BORN? Produksi nya ga beda jauh ama KKGI. Di nilai kecil karena apa? Market cap? Gedung kantor nya? Atau apanya ni? Produksi tahun ini 3.5juta ton per tahun sudah ga bisa di bilang kecil2 banget. Tahun depan 5 juta ton per tahun. konsesi nya 20rb ha termasuk peringkat 10 besar dalam hal luas konsesi. Lagian yang bagus itu perusahaan yang ningkatin produksi nya setiap tahun :) jadi harga saham nya naik. Bukan yg produksi nya begitu2 aja. KKGI cek aja growth profile nya. Net cash atau ga ada utang jadi ga ada masalah pendanaan untuk tingkati produksi. Yg kurang memang likuiditas nya aja tapi bukan perusahaan nya yang jelek. Kalau soal pertumbuhan laba buka aja laporan keuangan nya. Atau pakai online trading aja gampang liat nya. Market Cap jg skarang 5 triliun. Jadi binggung yg kecil apa nya :p Kalau likuiditas di market nya kecil yah memang sih tp ga ada hubungan kecil untuk perusahaan tambang batubara :p -----Original Message----- From: "phet_noy" <[email protected]> Sender: [email protected] Date: Thu, 16 Jun 2011 09:20:00 To: <[email protected]> Reply-To: [email protected] Subject: [saham] Sell Re: IPO Salim Ivo Mas Pratama: Sell, Sell and Sell Mohon petunjuk: Kecil apanya pak? Kantor nya, sales nya, revenue nya, pertumbuhan laba? >>>> CMIIW Kalau kantor yg di kota ukurannya kecil ga masalah pak, buat nampung paket/surat/kantor dept transport. Biasa GMnya ngantor di lokasi, owner ngantor di rumah? --- In [email protected], "ricky1group" <ricky1group@...> wrote: > > Bapak KKGI itu kantornya di depan mata gw Pa, malu nerusinnya sewaktu Bapak > bilang tentang KKGI beberapa waktu lalu. > > Tapi intinya perusahaan itu TERLALU KECIL untuk ukuran perusahaan tambang > batu bara. > > --- In [email protected], "PH" <vaulstrad@> wrote: > > > > Mau saham bagus? Pinter analisa? Coba KKGI. Sharing aja :) > > > > Ga ada salah nya di analisa :) bagus jelek sharing yah.. > > > > Saya yakin pak ricky belum analisa saham KKGI. Ga ada rugi nya coba buka > > laporan keuangan untuk liat2 :) atau research2 analis yang ada untuk > > baca2... > > > > > > > > -----Original Message----- > > From: "ricky1group" <ricky1group@> > > Sender: [email protected] > > Date: Thu, 16 Jun 2011 03:12:09 > > To: <[email protected]> > > Reply-To: [email protected] > > Subject: [saham] Sell Re: IPO Salim Ivo Mas Pratama: Sell, Sell and Sell > > > > In my life, I do not have much choice but only one buying the best stocks > > in the Indonesia Stock Exchange of SIMP - Salim Ivomas Pratama. Integrated > > company of the plantation until the household consumer products such as > > butter, cooking oil, until the sugar. > > > > Volume bid or offer bukanlah urusan saya, gw akan mendapatkan harga yang > > murah atau mereka menjual dengan harga murah kepada saya. G tidak tahu dan > > tidak mau mengurusi urusan mereka. > > > > > > --- In [email protected], ericgunawan94@ wrote: > > > > > > Sepertinya blom saatnya naik pak, itu offernya diganjal tebal, akumulasi? > > > Powered by Telkomsel BlackBerry® > > > > > > -----Original Message----- > > > From: "ricky1group" <ricky1group@> > > > Sender: [email protected] > > > Date: Thu, 16 Jun 2011 02:36:56 > > > To: <[email protected]> > > > Reply-To: [email protected] > > > Subject: [saham] Sell Re: IPO Salim Ivo Mas Pratama: Sell, Sell and Sell > > > > > > g terus nampung SIMP ini, terlalu sayang bila dibiarkan, ibarat Perawan > > > cantik ditinggal sendirian dikamar kosong. > > > > > > > > > > > > > > > > > > --- In [email protected], positif01 <positif01@> wrote: > > > > > > > > Tidakkah ini "barang" murah? Masih kurang murah? Besok atau lusa atau > > > > kapan > > > > waktu akan lebih murah lagi? :d > > > > > > > > '+' > > > > > > > > On Thu, Jun 9, 2011 at 1:15 PM, positif01 <positif01@> wrote: > > > > > > > > > Simple, clear and loud. > > > > > > > > > > IFAR (Indofood Agri Resources), listed at Singapore, which holds > > > > > post-IPO > > > > > 72% of SIMP shares, dropped real time approaching -3,5% today. > > > > > (delayed at > > > > > http://www.bloomberg.com/apps/quote?ticker=IFAR:SP) > > > > > > > > > > SIMP now? 10%? Is it de ja vu of INDF's other subs IPO? Why not look > > > > > the > > > > > following two charts. The first chart on how ICBP IPO behaved the > > > > > first > > > > > week, and the second what you have said to your Grandma and...Grandpa! > > > > > > > > > > PS: Do not forget to check what was going on with INDF during those > > > > > memorial days of ICBP. Worth checking though. :d And, see our last > > > > > quote > > > > > after the charts. > > > > > > > > > > Chart 1: > > > > > [image: ICBP-First Week of IPO.png] > > > > > > > > > > Chart 2: > > > > > [image: ICBP IPO history.png] > > > > > > > > > > This is what some people said in anticipation of ICBP IPO last year, > > > > > and > > > > > ponder how they had finally reconciled with the truth. :d > > > > > > > > > > http://www.e-samuel.com/content/indf-value-adding-icbp-ipo > > > > > > > > > > Value adding ICBP IPO > > > > > > > > > > • Indofood's subsidiary, Indofood CBP (ICBP), IPO listing has been > > > > > confirmed to be priced at Rp5,395/share. > > > > > • *Compared with domestic and regional peers, ICBP valuation is still > > > > > attractive because it is going to be traded at a discount against its > > > > > peers > > > > > * (domestic peers P/E'10-11E 21x-18.1x and regional peers P/E'10-11F > > > > > 26.2x-21x). > > > > > • INDF's bottom line will be relatively stable after ICBP IPO with > > > > > only > > > > > 2-3% dilution in FY10-11 bottom line estimation. > > > > > • The subsidiary's IPO will bring benefits for the parent company, > > > > > INDF net > > > > > gearing will drop to 0.36x – 0.31x for FY10-11F and debt to equity > > > > > ratio > > > > > will also drop to 1.08x. > > > > > • Maintain Hold, TP of Rp5,700 reflects PER'10-11E 21.6x – 18.5x. > > > > > > > > > > '+' > > > > > > > > > > > > > > > On Thu, Jun 9, 2011 at 9:04 AM, positif01 <positif01@> wrote: > > > > > > > > > >> 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= > > > > >> ; > > > > >> > > > > >> '+' > > > > >> > > > > > > > > > > > > > > > > > > > >
