Saya menghargai mr post , benar - salah bukan urusan , yg penting infonya dan bagaimana kita mencernanya . Biarin aja dia ngepost , bahkan saya curiga org2 yg mengolok postingan MR Post pasti punya kepentingan tertentu . Emang gampang punya riset 2 bagus ? Info yg penting menyikapinya bagaimana itu urusan masing 2. Kept posting mR positif .
Best Regards, Kirun Sent from my BlackBerry® smartphone from Sinyal Bagus XL, Nyambung Teruuusss...! -----Original Message----- From: Equity Indonesia <[email protected]> Sender: [email protected] Date: Thu, 1 Mar 2012 06:39:20 To: [email protected]<[email protected]> Reply-To: [email protected] Cc: katrin<[email protected]> Subject: Re: [saham] Re: Standard & Poor: Indonesia Update - Infrastruktur & PGAS He...he...he...Always keep distance...Remember sub-prime mortgage scandal... Equity Indonesia ________________________________ From: katrin <[email protected]> To: [email protected] Sent: Wednesday, 29 February 2012, 15:42 Subject: Re: [saham] Re: Standard & Poor: Indonesia Update - Infrastruktur & PGAS loh analisa toh ?????? kirain si mpos itu lagi belajar tulis menulis :d 2012/2/29 Donald Trump <[email protected]> > >Mr pos analisanya kelas dunia. Layak di percaya. 9 dari 10 tepat sekali. >On Feb 29, 2012 12:51 PM, "kangduren" <[email protected]> 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 ©
