Mungkin time frame nya mesti "di-adjust" kangduren, Hehehee Maap ya, ane beneran newbie Suka bingung baca postingan pak pos On Feb 29, 2012 3:46 PM, "kangduren" <[email protected]> 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 *©* > > > > >
