Mksdnya gitu , maaf kl mengesankan memihak , thx for correction . Best regards, Kirun Sent from my BlackBerry® smartphone from Sinyal Bagus XL, Nyambung Teruuusss...!
-----Original Message----- From: "saham_us" <[email protected]> Sender: [email protected] Date: Thu, 01 Mar 2012 07:15:55 To: <[email protected]> Reply-To: [email protected] Subject: [saham] Re: Standard & Poor: Indonesia Update - Infrastruktur & PGAS lebih baik lagi kalo netral alias nga memihak....apalagi pake kata 'curiga' dan 'pasti'...keliatan banget pihak yg dipilih :) --- In [email protected], kiruntea@... wrote: > > 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 equity_indonesia@... > Sender: [email protected] > Date: Thu, 1 Mar 2012 06:39:20 > To: [email protected][email protected] > Reply-To: [email protected] > Cc: katrinkusumok@... > 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 kusumok@... > 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 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-Sect\ or_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-dIEQ1qm2V1QXQzejFURk9STnVscWtYSX\ ZHMGxZZw> > >>> -- > >>> '+' > >>> > >>> 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 © >
