Selamat malam, Kangmas Iching. Long time no see. Apa kabar? Maaf, Nin boleh memilih untuk tidak menjawab pertanyaan Kangmas, ya? Hehehee.
It's always a blessing to be a happy student whenever and wherever the chance allows me. Salam rindu, Nindya **Sent with cuan and joy** -----Original Message----- From: "saham_us" <[email protected]> Sender: [email protected] Date: Thu, 08 Mar 2012 14:06:50 To: <[email protected]> Reply-To: [email protected] Subject: [saham] Re: BMRI Lapkeu Q4-2011: media melaporkan he..he..si jeng nonggol juga di sini akhirnya emang kurang rame di milis jend ya :) --- In [email protected], Nindya9 <nindya9@...> wrote: > > Hi Boss, > > Don't you think that it depends on FROM WHICH ANGLE we see it? > Some people see it from the growth of net income and it's alright. > > If the income missed the Bloomberg's and Reuters' analysts' expectation, we > may also say that the analysts may NOT always RIGHT in making the analysis. > They may have high expectation but things go as they do and turn out as they > are. Don't you think so? > > For assets managers, it's up to them to stand on which angle. For us traders, > we just follow where the big money flows. As long as we make profit in our > investment that's sufficient. > > @Moderator: Thank you for approval, Bang IAN. Happy to be a happy student in > your milist. > > With warm regards, > Nindya Club-9twitter: Nindya9 > **Sent with cuan and joy from Club9** > > > --- On Thu, 8/3/12, positif01 <positif01@...> wrote: > > From: positif01 <positif01@...> > Subject: [saham] BMRI Lapkeu Q4-2011: media melaporkan > To: > Date: Thursday, 8 March, 2012, 20:00 > > > > > > > > > > > > > > > > > > > > > > > > > > > Berikut beberapa media mentajukkan rilis laporan keuangan BMRI setelah > penutupan perdagangan sebagaimana indikasi dalam post kami Selasa lalu > (http://tinyurl.com/6s554bn) > > > - Semangat, dan yang penting tonjolkan angka yang besar: > Bisnis Indonesia: KINERJA BANK: Mandiri Raih Laba Rp12,25 Triliun > (http://www.bisnis.com/articles/kinerja-bank-mandiri-raih-laba-rp12-25-triliun) > > > inilah.com: Laba Bersih Bank Mandiri Capai Rp12,2 T di 2011 > (http://pasarmodal.inilah.com/read/detail/1838633/laba-bersih-bank-mandiri-capai-rp122-t-di-2011) > > > Investor Daily: 2011, Laba Bersih Bank Mandiri Rp12,2 Triliun > (http://www.investor.co.id/moneyandbanking/2011-laba-bersih-bank-mandiri-rp122-triliun/31595) > > > > - Optimis boleh, tetapi isi harus realistis: > Bloomberg: Bank Mandiri 2011 Profit Rises 33% on Lending Growth, Fees > (http://www.bloomberg.com/news/2012-03-08/bank-mandiri-2011-profit-rises-33-on-lending-growth-fees.html) > > > > Puas baca judul dengan data tahunan minus kuartalan terakhir (belum sempat > reviu lebih dalam)? Jangan dulu. > Bloomberg: Net income climbed to 12.2 trillion rupiah ($1.34 billion) from > 9.2 trillion rupiah a year earlier, the company said in a statement in > Jakarta today. A survey of 28 analysts by Bloomberg estimated net income of > 12.32 trillion rupiah last year. > > > > Missed estimates! > Sudah cukup bagi investor untuk mendapatkan gambaran fair? Belum sampai Anda > mengkonfirmasi reportase berikut yang straight forward dengan terawang > kuartal terkini: > > > > Bank Mandiri, Indonesia's biggest lender, saw fourth quarter 2011 net profit > up 6.4 percent, on lending growth as benchmark interest rates were cut to a > record low. > > > > State-owned Mandiri, which aims to expand its reach into Southeast Asia and > China, reported on Thursday full year 2011 net profit of 12.2 trillion > rupiah. This compared with a net profit of 9.2 trillion rupiah in the > year-ago period. > > > > Analysts forecast full-year 2012 net profit at 13.57 trillion rupiah, > according to Thomson Reuters' I/B/E/S. > Indonesia's Bank Mandiri Q4 net profit rises 6.4 pct > (http://www.reuters.com/article/2012/03/08/mandiri-result-idUSJ9E8D600D20120308) > > > > Missed estimates, both Bloomberg & ReutersNet profit q-o-q a year ago hanya > 6,4%Declining performance and bigger NIM pressures ahead > > Dividen akan diturunkan 20% > > Asset-income manager, what are you looking for? > Value? PremiumIncome? Being cut > Need more discount against risk premium! > > -- > > '+' > Follow positif01indo on Twitter: https://twitter.com/#!/positif01indo > > > > > Persetujuan request followers baru diberikan hanya satu kali tiap akhir > kuartal maks 500 request / diskresi kami. >
