Heheehehe kalau mr pos udah berani ngaku miss baru deh pantes dibaca tulisan nya :d
sent with love® -----Original Message----- From: Satriyo Pranoto <[email protected]> Sender: [email protected] Date: Wed, 29 Feb 2012 18:52:44 To: <[email protected]> Reply-To: [email protected] Subject: Re: [saham] Re: Standard & Poor: Indonesia Update - Infrastruktur & PGAS Bukan...jadi misal suatu saham A direkomendasikan sell...tapi ternyata malah naik ... Pernah tuh RALS di rekomendasikan utk dihindari..tapi saat itu RALS malah naik pelan2 sampai target... Hehehe... salam, satriyo On 2/29/12, kangduren <[email protected]> wrote: > maksudnya? dipublish sell, tp utk nasabah mrk buy? > ane blg sebelonnya info mr + sih first hand tp pakenya? > hslnya kontra.... > apa gitu cr pakenya? pusing, mending liat posting anggota milis laen deh, > mantep...... > > --- In [email protected], Satriyo Pranoto <satriyo.pranoto@...> wrote: >> >> Ada study bilang bahwa stocks yg direkomendasikan sell oleh institusi >> ternama, malah outperform mereka yang direkomendasikan buy/hold... >> >> Jadi, posting pak Post justru sangat2 berguna..begitu ada rekomend >> sell..langsung pantengin hehehe.... Trust your chart... >> >> Langganan rekomendasi JPM,CS, dll itu mahal..jadi perlu berterimakasih >> Pak Pos mau sharing2... Saya juga jadi belajar ttg VIX heheheh..keren >> tuh..walau ndak begitu applicable ke IHSG..mungkin ke global iya >> >> Btw, kalo in-house analyst institusi asing, apakah juga pake e-trading >> sih? Beberapa screenshot Pak Post kok saya lihat mirip HOTs >> heheh...saya ngiranya pake Bloomberg box yang pop up kiri kanan dgn >> info2 terkini ttg market... >> >> Sorry lho pak post..thanks for postings..keep it up. >> >> salam, >> satriyo >> >> >> >> On 2/29/12, katrin <kusumok@...> wrote: >> > Loh itu kan yang "Buy Ticket Online" ???? :d >> > >> > >> > sent with love® >> > >> > -----Original Message----- >> > From: Ruben Sentana <ruben.sentana@...> >> > Sender: [email protected] >> > Date: Wed, 29 Feb 2012 16:10:21 >> > To: <[email protected]> >> > Reply-To: [email protected] >> > Subject: Re: [saham] Re: Standard & Poor: Indonesia Update - >> > Infrastruktur & >> > PGAS >> > >> > 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 *©* >> >> > >> >> >> >> >> >> >> > >> > >> > > >
