Unvr aku keluar 22 ribu ganti yg lain nih ..takut Rx ga makan lg Sent from BlackBerry® on 3
-----Original Message----- From: [email protected] Sender: [email protected] Date: Fri, 14 Dec 2012 12:17:41 To: <[email protected]>; <[email protected]> Reply-To: [email protected] Subject: Re: Bls: [saham] Saham UNVR Pertanyaannya wajar, karena kemarin tidak sama dengan tempo hari [email protected] wrote: >Astra tempo hari tutup di 6900..kenapa skrg ada yg mau beli di >7300..aneh pertanyaannya >Sent from BlackBerry® on 3 > >-----Original Message----- >From: katrin <[email protected]> >Sender: [email protected] >Date: Fri, 14 Dec 2012 08:49:42 >To: <[email protected]> >Reply-To: [email protected] >Subject: Re: Bls: [saham] Saham UNVR > >Closed kemarin saja di 20.350, kenapa mau membeli di harga 23.000 ? > > > >On Fri, Dec 14, 2012 at 8:20 AM, <[email protected]> wrote: > >> ** >> >> >> ** Saya kira untuk blue chip begitu udah lepas bollinger bawah..hari >ini >> time to buy...pasang aja da 23 k >> Sent from BlackBerry® on 3 >> ------------------------------ >> *From: * katrin <[email protected]> >> *Sender: * [email protected] >> *Date: *Fri, 14 Dec 2012 08:17:04 +0700 >> *To: *<[email protected]> >> *ReplyTo: * [email protected] >> *Subject: *Re: Bls: [saham] Saham UNVR >> >> >> >> Yang perlu dikira-kira adalah di harga berapa mereka mau membeli >untuk >> average down, dengan memasukkan potensi keuntungan yang diharapkan :) >> >> >> On Fri, Dec 14, 2012 at 8:13 AM, <[email protected]> wrote: >> >>> ** >>> >>> >>> ** Semakin turun harga saham bagus..semakin byk yg mau beli dan >semakin >>> sedikit org yg tega di jual di harga extrem murah, juga fund2 >manager >>> langsung ikut beli untuk average harga blue chip.. >>> Sent from BlackBerry® on 3 >>> ------------------------------ >>> *From: * katrin <[email protected]> >>> *Sender: * [email protected] >>> *Date: *Fri, 14 Dec 2012 07:48:10 +0700 >>> *To: *<[email protected]> >>> *ReplyTo: * [email protected] >>> *Subject: *Re: Bls: [saham] Saham UNVR >>> >>> >>> >>> Dengan cara Simplifikasi data. >>> >>> [image: Inline image 1] >>> >>> >>> >>> On Fri, Dec 14, 2012 at 6:08 AM, <[email protected]> wrote: >>> >>>> ** >>>> >>>> >>>> ** Semoga hari ini naik ya.. Karena penurunan UNVR yg makin dalam >akan >>>> mempengaruhi jg pd penurunan IHSG.. Kita semua msh berharap kan >IHSG akan >>>> close di 2012 dngn lebih baik. >>>> >>>> Rgds >>>> >>>> AGT >>>> Sent from my BlackBerry® >>>> powered by Sinyal Kuat INDOSAT >>>> ------------------------------ >>>> *From: * Nico Adhitya <[email protected]> >>>> *Sender: * [email protected] >>>> *Date: *Thu, 13 Dec 2012 09:40:18 -0800 (PST) >>>> *To: *[email protected]<[email protected]> >>>> *ReplyTo: * [email protected] >>>> *Subject: *Re: Bls: [saham] Saham UNVR >>>> >>>> >>>> >>>> Saya paling suka kalau master HY dan master Stock Gainer bahas >suatu >>>> saham. Menarik analisa nya tajam. Bikin orang duduk gemetar >>>> >>>> ------------------------------ >>>> *From:* HY <[email protected]> >>>> *To:* "[email protected]" <[email protected]> >>>> *Sent:* Thursday, December 13, 2012 10:40 PM >>>> *Subject:* Re: Bls: [saham] Saham UNVR >>>> >>>> >>>> sepertinya mau nutup gap nya dulu di >>>> 17500. asal jangan keterusan aja... [image: *:D big grin] >>>> >>>> [image: *8-> day dreaming] >>>> >>>> >>>> " Hidupmu adalah Imajinasimu " <http://thepowerofwe.webs.com/> ><http://thepowerofwe.webs.com/> >>>> >>>> ------------------------------ >>>> *From:* sindarku <[email protected]> >>>> *To:* [email protected] >>>> *Sent:* Friday, December 14, 2012 5:24 AM >>>> *Subject:* Re: Bls: [saham] Saham UNVR >>>> >>>> >>>> Baik Pak, >>>> thank's , rajim >>>> >>>> On 12/12/2012 11:22 PM, H4 wrote: >>>> >>>> >>>> Bapak bisa tanya ke Care centre mandiri sekuritas ( >>>> [email protected] ) >>>> >>>> Regards, >>>> H4 >>>> "Plan Your Trade and Trade Your Plan" >>>> >>>> ------------------------------ >>>> *From:* sindarku <[email protected]> <[email protected]> >>>> *To:* [email protected] >>>> *Sent:* Friday, December 14, 2012 5:10 AM >>>> *Subject:* Re: Bls: [saham] Saham UNVR >>>> >>>> >>>> thank's for share, >>>> btw apakah semua nasabah mendapatkan berita ini? kalau iya kok saya >>>> tidak dapat ya (saya nasabah mansek solo) >>>> >>>> thanks, >>>> rajim >>>> >>>> On 12/12/2012 10:24 PM, H4 wrote: >>>> >>>> >>>> Berikut analis dari Mansek >>>> >>>> Regards, >>>> H4 >>>> "Plan Your Trade and Trade Your Plan" >>>> >>>> >>>> *Squeeze out the juice* >>>> >>>> *Unilever Indonesia made a shocking announcement yesterday, raising >the >>>> royalty charges it pays its parent firm from 3.5% of revenue >currently to a >>>> maximum of 8%. This is significantly higher than the 3% median >charged by >>>> other foreign subsidiaries listed in Indonesia, and we cut our >2013-15F EPS >>>> forecasts by 6.3%, 13.0% and 19.5% respectively. We downgrade to >SELL with >>>> reduced T/P of Rp19,000/share, implying 28x 2013F PER* >>>> * * >>>> *New royalty charges higher than the market.* In our discussion >with >>>> the company, it mentioned the change in royalty structure is to >strengten >>>> UNVR’s position as the exclusive Indonesian arm of its parent >company. But >>>> we are doubtful. We may see this as another way to maximize return >of its >>>> Indonesia investment. The 8% new royalty charges is significantly >higher >>>> than the 3% median charged by other foreign subsidiaries listed in >>>> Indonesia. Market perception may change and questioning UNVR legit >premium >>>> of reputation. Interestingly, Unilever Global CEO made comment on >the other >>>> occasion on its bearish european business outlook. >>>> >>>> *A value dragger transaction.* As we put the revision down in our >>>> calculation, we cut UNVR EPS for 13F, 14F and 15F by 6.3%, 13.0% >and 19.5%, >>>> respectively. It suggests reduced dividend potential which has been >the >>>> main attraction for the company. This is even assuming the same >payout >>>> ratio, the EPS will be drastically reduced, so will the DPS. >>>> >>>> *Uprising competition set backs price power.* We are not optimistic >on >>>> UNVR pricing power that will likely limit its ability to fully pass >the >>>> higher charge to customers. Intensifying market competition backs >our view, >>>> especially noting recent aggressive moves by major competitors such >as P&G >>>> and Wings. P&G will have a new factory next year, while Wings has >just made >>>> a big comeback with a new ad blast for its new So Klin detergent, >the close >>>> competitor of UNVR’s main product Rinso.. >>>> >>>> *SELL at TP Rp19,000/sh.* With added concern above, higher equity >risk >>>> is applied in UNVR and given single digit EPS growth over the next >three >>>> years, a valuation de-rating is likely. We capped our PE 2013 at >28x to >>>> derive our new TP for UNVR of Rp19,000/share. SELL. >>>> >>>> >>>> *Octavius Oky Prakarsa*** >>>> +6221 5296 9547 >>>> [email protected] >>>> Plaza Mandiri 28th floor >>>> Phone: +62 21 526 3445 >>>> Fax: +62 21 527 5711 >>>> >>>> >>>> ------------------------------ >>>> *From:* "[email protected]" <[email protected]> >>>> <[email protected]> <[email protected]> >>>> *To:* "[email protected]" <[email protected]> >>>> <[email protected]> <[email protected]> >>>> *Sent:* Thursday, December 13, 2012 1:20 PM >>>> *Subject:* Re: Bls: [saham] Saham UNVR >>>> >>>> >>>> Hwahhh saya sudah ambil unvr pada penurunan kemarin, ternyata >skrng >>>> turun lg. :-( semoga lekas techreborn-nya. >>>> ------------------------------ >>>> *From: * evita lusiani <[email protected]> ><[email protected]> >>>> *Sender: * [email protected] >>>> *Date: *Thu, 13 Dec 2012 13:00:00 +0800 (SGT) >>>> *To: *<[email protected]> <[email protected]> >>>> *ReplyTo: * [email protected] >>>> *Subject: *Bls: [saham] Saham UNVR >>>> >>>> >>>> UNVR stock fell in the morning after Unilever Indonesia >announced >>>> change in rate of royalty to be paid to Unilever NV (parent >company). The >>>> changes will be >>>> done in stages from current royalty rate of ~3.5% sales to >>>> estimated 5% sales in 2013, 6.5% sales in 2014, and 5% sales + >>>> actual recovery cost up to 3% sales in 2015 >>>> >>>> --- Pada *Kam, 13/12/12, Rio Suki ><[email protected]><[email protected]> >>>> * menulis: >>>> >>>> >>>> Dari: Rio Suki <[email protected]> <[email protected]> >>>> Judul: Bls: [saham] Saham UNVR >>>> Kepada: [email protected] >>>> Tanggal: Kamis, 13 Desember, 2012, 6:08 AM >>>> >>>> >>>> Unvr setiap 6 bulan bikin candle yg panjang banget. Misal jan12, >june >>>> 12, and sekarang. Memang gayanya >>>> >>>> Salam >>>> >>>> ------------------------------ >>>> * From: * [email protected] ><[email protected]><[email protected]>; >>>> >>>> * To: * [email protected] ><[email protected]><[email protected]>; >>>> >>>> * Subject: * [saham] Saham UNVR >>>> * Sent: * Wed, Dec 12, 2012 4:22:12 PM >>>> >>>> >>>> Dear sahabat-sahabat kira-kira ada apa yah dengan saham UNVR hari >ini? >>>> Mohon info dan ulasannya. Dilihat dari chartnya jarang sekali UNVR >turun >>>> segitu dalam. >>>> >>>> >>>> >>>> >>>> >>>> >>>> >>>> >>>> >>>> >>>> >>>> >>> >>> >>> -- >>> Sent With Love *©* >>> >>> >> >> >> -- >> Sent With Love *©* >> >> >> @moronrider
