PGAS th 2011 sudah koreksi cukup pada th 2012 seharusnya akan rebound, begitu
juga ANTM.
http://www.facebook.com/hakie1
----- Original Message -----
From: kangduren
To: [email protected]
Sent: Wednesday, February 29, 2012 9:56 PM
Subject: [saham] Re: Standard & Poor: Indonesia Update - Infrastruktur & PGAS
ga liat dan ga tau pak Haki maksudnya gitu.
saya liat dari atas sampe bawah intinya AVOID selama 2012 PGAS dan ANTM :D
--- In [email protected], "hakitrader" <hakitrader@...> wrote:
>
> mr + hanya mengatakan saham pgas dan antm masuk daftar short sell asing
berarti saham tsb akan turun tetapi 3 hari kemudian akan naik kembali karena
asing harus buyback saham yg telah di short sell. Seperti fren-w karena dishort
sell malah jadi naik gila gilaan.
> http://www.facebook.com/hakie1
> ----- Original Message -----
> From: kangduren
> To: [email protected]
> Sent: Wednesday, February 29, 2012 4:31 PM
> Subject: [saham] Re: Standard & Poor: Indonesia Update - Infrastruktur &
PGAS
>
>
>
> 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 *©*
> > >> >
> > >>
> > >>
> > >>
> > >
> > >
> >
>
