mudah2an di jemput sama si HRUM.... " Hidupmu adalah Imajinasimu "
________________________________ From: Steven Kwok <[email protected]> To: [email protected] Sent: Thursday, June 14, 2012 9:52 AM Subject: Re: [saham] Credit Suisse (CS) : Buy HRUM, Target Price Rp. 10.000,- Asyik2 dapat barang diskon... Steven Kwok ________________________________ From: "katrin" <[email protected]> Sender: [email protected] Date: Thu, 14 Jun 2012 02:22:59 +0000 To: <[email protected]> ReplyTo: [email protected] Subject: Re: [saham] Credit Suisse (CS) : Buy HRUM, Target Price Rp. 10.000,- Mungkin 3000 an lebih tepat :d sent with love® ________________________________ From: sinta sari <[email protected]> Sender: [email protected] Date: Thu, 14 Jun 2012 09:12:07 +0700 To: <[email protected]> ReplyTo: [email protected] Subject: Re: [saham] Credit Suisse (CS) : Buy HRUM, Target Price Rp. 10.000,- Ayo dong, Tante CS, hari ini tarik ke 10.000 ya, atau....malah mau guyur lagi? Jangan tanggung2, kalo mau guyur, langsung aja ke 4 ribu sekalian. Biar afdol, he.. he.. 2012/6/13 Bambang Kansah <[email protected]> > >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@ >
