Memang '+' jagoan koq om, ane akui, jago kutip sana kutip sini :))
Sent from my BlackBerry® powered by Sinyal Kuat INDOSAT -----Original Message----- From: "kangduren" <[email protected]> Sender: [email protected] Date: Wed, 29 Feb 2012 09:14:21 To: <[email protected]> Reply-To: [email protected] Subject: [saham] Re: Standard & Poor: Indonesia Update - Infrastruktur & PGAS wah iya bener tritnya itu 19 Januari 2012, hehehe.... makasih pak Ruben..... --- In [email protected], Ruben Sentana <ruben.sentana@...> wrote: > > Kang, maksudnya mungkin trit yg ini ya: > http://groups.yahoo.com/group/saham/message/144302 > > On Wed, Feb 29, 2012 at 3:46 PM, kangduren <kangduren@...> wrote: > > > ** > > > > > > ga usah ditanggep neng, ane nulis juga cuma ksh unjuk kalo dump dan AVOID > > PGAS dan ANTM nyatanya naik... > > basher...... > > > > > > --- In [email protected], katrin <kusumok@> wrote: > > > > > > loh analisa toh ?????? kirain si mpos itu lagi belajar tulis menulis :d > > > > > > > > > > > > > > > 2012/2/29 Donald Trump <donald.trump189@> > > > > > > > ** > > > > > > > > > > > > > > Mr pos analisanya kelas dunia. Layak di percaya. 9 dari 10 tepat > > sekali. > > > > On Feb 29, 2012 12:51 PM, "kangduren" <kangduren@> wrote: > > > > > > > >> ** > > > > > >> > > > >> > > > >> ga ada maksud subjektif dr saya, cuma supaya milis kondusif :D > > > >> yg baca trit ini dan trit > > > >> tgl 19 januari 2012 > > > >> http://groups.yahoo.com/group/saham/message/148111 > > > >> cuma bisa ahhh, ohhh.... > > > >> rekomendasi keren2 bloomberg, jpmorgan, sp dll. artinya ga semua bisa > > > >> dipercaya kalo dikomparasi PGAS nya, ANTM apalagi > > > >> penasaran sebenernya mr Pos filter lagi ga rekomendasi analis setelah > > > >> kejadian berkali2 'aneh'? > > > >> > > > >> --- In [email protected], positif01 <positif01@> wrote: > > > >> > > > > >> > Sudah follow up pagi tadi, tweet berikut sebelum *pre-opening*? > > > >> > > > > >> > [image: Inline image 1] > > > >> > > > > >> > *Standard & Poor: Indonesia Update - Infrastruktur & PGAS* > > > >> > > > > >> > Lembaga pemeringkat paling terkemuka di dunia, Standard & Poor > > ("S&P), > > > >> > kemarin sore merilis laporan yang berjudul "*Greater Investement in > > > >> > Infrastructure Could Rev Up Indonesia's Growth > > > >> > Engine*< > > > >> > > http://www.alacrastore.com/research/s-and-p-credit-research-Sector_Review_Greater_Investment_In_Infrastructure_Could_Rev_Up_Indonesia_s_Growth_Engine-940058 > > > >> >". > > > >> > Laporan yang menjadi semacam catatan pendahuluan terkait rencana > > > >> > *upgrade* peringkat > > > >> > Indonesia menjadi *investment grade* dari S&P yang menjadi lembaga > > > >> > pemeringkat teratas yang belum melakukan *upgrade* ini, kembali > > > >> > menggarisbawahi salah satu isu *bottleneck* pertumbuhan ekonomi > > > >> Indonesia: > > > >> > Infrastruktur. > > > >> > > > > >> > S&P mengingatkan bagaimana program investasi infrastruktur berskala > > > >> besar > > > >> > yang dipimpin oleh Presiden Soeharto sebelum krisis keuangan Asia > > > >> > 1997-1998, menjadi penyangga pertumbuhan *real GDP* Indonesia saat > > itu > > > >> yang > > > >> > berada pada kisaran rata-rata 8%. Setelah krisis, praktis > > pertumbuhan > > > >> > Indonesia ditopang oleh konsumsi domestik yang telah mempertahankan > > > >> > pertumbuhan tahunan 5-6%, sementara belanja modal Indonesia justru > > > >> menurun. > > > >> > > > > >> > S&P lebih jauh menegaskan: > > > >> > > > > >> > *Demand for alleviating infrastructure bottlenecks appears strong, > > given > > > >> > the government recently unveiled more ambitious growth targets. The > > > >> > government also is starting to create a more robust regulatory > > framework > > > >> > for infrastructure projects.* > > > >> > * > > > >> > * > > > >> > *The improving conditions have strengthened the credit profiles of > > two > > > >> > major infrastructure companies in Indonesia. In April 2011, > > Standard & > > > >> > Poor's upgraded PT Perusahaan Gas Negara (Persero) Tbk. > > (BB+/Stable/--) > > > >> > when we raised the sovereign credit rating on Indonesia > > (BB+/Positive/B; > > > >> > axBBB+/axA-2). Later in the year, we raised the stand-alone credit > > > >> profile > > > >> > of PT Perusahaan Listrik Negara (Persero) (PLN; BB/Stable/--) to > > reflect > > > >> > the company's improving cash flows.* > > > >> > * > > > >> > * > > > >> > *Although some risks can become roadblocks to development of the > > > >> > infrastructure sector, the government has plans to alleviate the > > > >> persistent > > > >> > infrastructure bottlenecks, with a focus on power and > > transportation. At > > > >> > the same time, we see a strong opportunity for investment from the > > > >> private > > > >> > sector to bridge the funding gap in the infrastructure sector.* > > > >> > * > > > >> > * > > > >> > *The government has passed a land acquisition law, which > > significantly > > > >> > reduces uncertainties around the costs and timing for land > > acquisitions > > > >> and > > > >> > allows project participants to determine appropriately sized > > contingency > > > >> > funds for projects.* > > > >> > * > > > >> > * > > > >> > *We believe the political will to create a sustainable framework for > > > >> > private-sector participation will be pivotal to attracting more > > > >> long-term > > > >> > foreign direct investments to expand Indonesia's infrastructure > > sector.* > > > >> > * > > > >> > * > > > >> > PGAS bersama PLN yang menjadi catatan dan acuan tersendiri bagi S&P > > > >> dalam > > > >> > konteks infrastruktur Indonesia, telah menarik perhatian sejumlah > > > >> lembaga > > > >> > riset sekuritas yang ditandai dengan akselarasi akumulasi investor > > asing > > > >> > sejak koreksi *intermediate*pada pertengahan tahun 2011 seiring > > dengan > > > >> > krisis utang Eropa. Di antaranya, Credit Suisse (CS) dalam rilis > > riset > > > >> > terakhir pada 20 Pebruari lalu mempertahankan peringkat > > > >> *Outperform/Buy* dengan > > > >> > target price baru Rp5.000. CS menegaskan: > > > >> > > > > >> > *We believe it is well exposed to the growing domestic economy, and > > > >> despite > > > >> > the recent outperformance to theJCI, the stock provides a cheaper > > > >> > alternative to other stocks with domestic economy exposure.* > > > >> > > > > >> > CS menggarisbawahi dua hal penting: 1) suplai gas yang akan > > bertambah > > > >> untuk > > > >> > keuntungan PGAS, dan spread kenaikan harga beli gas dan harga jual > > PGAS > > > >> > akan tetap atraktif karena PGAS akan dapat meneruskan (*pass on*) > > harga > > > >> > jual. Marjin jual gas telah meningkat dari US$1,5/mmbtu pada awal > > > >> produksi > > > >> > komersial hingga menjadi US$3,5-3,7/mmbtu. CS memproyeksikan > > kenaikan > > > >> lebih > > > >> > lanjut hingga US$8,5/mmbtu untuk meng-*offset* kenaikan biaya > > pengadaan > > > >> gas. > > > >> > > > > >> > Riset Credit Suisse on > > > >> > PGAS< > > > >> > > https://docs.google.com/open?id=0B-dIEQ1qm2V1QXQzejFURk9STnVscWtYSXZHMGxZZw > > > >> > > > > >> > -- > > > >> > '+' > > > >> > > > > >> > Follow positif01indo on Twitter: https://twitter.com/# > > !/positif01indo > > > >> > > > > >> > Persetujuan *request followers* baru diberikan hanya satu kali tiap > > > >> akhir > > > >> > kuartal maks 500 *request */ diskresi kami. > > > >> > > > > >> > > > >> > > > > > > > > > > > > > > > > -- > > > Sent With Love *©* > > > > > > > > > >
