ya udah di jemput deh di 52,5-53 yaa... enakan nonton bola kang... " Hidupmu adalah Imajinasimu "
________________________________ From: kangduren <[email protected]> To: [email protected] Sent: Wednesday, June 13, 2012 11:13 AM Subject: [saham] Re: Credit Suisse (CS) : Buy HRUM, Target Price Rp. 10.000,- ente gitu ya HRUM, PTBA, ane lg ngelamun tunggu di bawah, ente kompor terus :p --- In [email protected], HY <h16y07@...> wrote: > > ternyata CS & RX lagi nyari harga discount... > jangan dikasih... gimana kalo kita dorong rame2... biar mereka ga kebagian > discount... > udah gatel nih tangan... enter... ngga... enter... ngga.... > > > " Hidupmu adalah Imajinasimu " > > > ________________________________ > From: HY <h16y07@...> > To: "[email protected]" <[email protected]> > Sent: Wednesday, June 13, 2012 10:13 AM > Subject: Re: [saham] Credit Suisse (CS) : Buy HRUM, Target Price Rp. 10.000,- > > > > semua juga udah tau... tapi kapan mantulnya... > > lah wong yang guyur terus si CS.... > > > > " Hidupmu adalah Imajinasimu " > > > ________________________________ > From: Bambang Kansah <bambangkansah@...> > To: saham <[email protected]> > Sent: Wednesday, June 13, 2012 9:20 AM > Subject: [saham] Credit Suisse (CS) : Buy HRUM, Target Price Rp. 10.000,- > > > > Credit > Suisse: Indonesia > Coal Sector - Cheaper option. > ● The coal sector has been underperforming the > Indonesian market trading at 10x FY12E P/E. The sector now trades at a 28% > discount to the JCI. Compared to other regional players, Indonesian coal > stocks > offer a cheaper option, given that they > trade at a 13% discount to their Chinese peers. > ● We are bullish on our coal price assumptions > as we still see strong demand from China > and India > . The risk is on the supply side from Indonesia as domestic consumption > is set to increase with new power plants coming on stream to support the > country’s > economic growth. > ● The risk to our call would be if railway > infrastructure in Mongolia , > India, > and at PTBA were completed on schedule, which would bring a lot of coal to the > market. > ● Our top picks in the sector are ITMG, HRUM and > PTBA. HRUM has a more attractive valuation, with strong volume growth and not > much cost increase as it is operating relatively new mines. ITMG provides > better liquidity and no corporate governance issues. > CS picks in the sector, in the order of preference, > is: > Indo Tambangraya (ITMG, O, PT Rp50,000): Still > Looks Attractive After Earnings Cut > Harum Energy (HRUM, O, PT Rp10,000): Strong Cash > Flow and Volume Growth > Bukit Asam (PTBA, O, PT Rp25,000): Railway > Projects to Materialize > > > -- > send from my hoki blackberry@ >
