Barang "Bintang Lima", harga "Kaki Lima" Siap2 tampung pake ember, he.. he...
2012/6/19 sinta sari <[email protected]> > Asyiikkkk... hari ini kayaknya dapet diskon HRUM lagi nih..... he.. he... > > > 2012/6/18 sinta sari <[email protected]> > >> Wow, HRUM hari ini mantap ya. Average down terus sampe 5400-an, akhirnya >> hari ini bisa lolos di 5800-an. Lumayan. Semoga besok Tante CS sama Tante >> ML mau guyur HRUM lagi. Kutunggu dengan penuh kerinduan... 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@ >>> >>> >>> >> >> >
