*sambil mikirin STAR ... goreng ngga yaaa... takut gosong*
" Hidupmu adalah Imajinasimu " ________________________________ From: kangduren <[email protected]> To: [email protected] Sent: Wednesday, June 13, 2012 11:30 AM Subject: [saham] Re: Credit Suisse (CS) : Buy HRUM, Target Price Rp. 10.000,- bet rusia juara eropa :p --- In [email protected], HY <h16y07@...> wrote: > > ya udah di jemput deh di 52,5-53 yaa... > enakan nonton bola kang... > > > " Hidupmu adalah Imajinasimu " > > > ________________________________ > From: kangduren <kangduren@...> > 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@ > > >
