Iya justru itu... Cuman bales comment nya aja.. Bukan soal duit nya sapa pak.. Santai aja :)
Tempat diskusi kok disini... Mau beli banyak ga ada likuiditas seperti saya bilang.. Bukan suruh pak ricky ikutan beli.. Kalau ga di comment ya saya ga comment balik juga.. -----Original Message----- From: "ricky1group" <[email protected]> Sender: [email protected] Date: Fri, 17 Jun 2011 03:01:52 To: <[email protected]> Reply-To: [email protected] Subject: [saham] Sell Re: IPO Salim Ivo Mas Pratama: Sell, Sell and Sell kalau rasa besar dan layak beli silahkan beli yang banyak, kan ngak perlu ribet. duit punya masing-masing kan ? --- In [email protected], "PH" <vaulstrad@...> wrote: > > > -----Original Message----- > From: "PH" <vaulstrad@...> > Date: Thu, 16 Jun 2011 17:50:50 > To: <[email protected]> > Reply-To: vaulstrad@... > 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" <arimurtiamur0852@...> > 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= > > > > > >> ; > > > > > >> > > > > > >> '+' > > > > > >> > > > > > > > > > > > > > > > > > > > > > > > > > > >
