[obrolan-bandar] Oil Tops $94 on US Crude Inventory Drop
http://www.cnbc.com/id/22206708 Oil Tops $94 on US Crude Inventory Drop Topics:Economy (U.S.) | Economy (Global) | Energy | Commodities Sectors:Oil and Gas By AP | 12 Dec 2007 | 12:36 PM ET Font size: Energy futures rose sharply after the government reported unexpected declines in supplies of crude and heating oil last week and the Federal Reserve announced a plan to help banks weather the credit crisis. Crude supplies fell 700,000 barrels during the week ended Dec. 7, according to a weekly inventory report from the Energy Department's Energy Information Administration. Analysts had expected a 100,000 barrel increase. And supplies of distillates, which include heating oil and diesel fuel, fell 800,000 barrels; analysts had expected inventories to rise by 300,000 barrels. Traders are concerned about that drop in distillate supplies, said Phil Flynn, an analyst at Alaron Trading, in Chicago. Earlier, the Fed said it was working with other central banks to try to counter the credit crisis. That alleviated some of investors' disappointment that the Fed on Tuesday cut interest rates by just a quarter percentage point. Many investors had hoped for a larger half-point cut. Anything the Fed is doing to help out is going to support oil prices, said Brad Samples, commodities analyst at Summit Energy Services Inc. in Louisville, Ky.
Re: [obrolan-bandar] Re: Sesi 2 Rebound
Pak Tbumi, saya mo nanya, apa dasarnya sehingga anda begitu yakin kalo antm bisa rebound? Sementara banyak orang yang berpendapat antm bakalan melorot ke level 3000 an trims ya tbumi [EMAIL PROTECTED] wrote: --- In obrolan-bandar@yahoogroups.com, jsxtraders [EMAIL PROTECTED] wrote: Singapore Juga sdh Rebound !! semoga JSX ikut. SIP : TBUMI Berita sedih bagi yg tadi panik sell. Berbahagialah bagi mereka yg tadi dapat barang murah. Market sering bisa berbalik arah menuju rebound secara mendadak, maka kami sering pesani ke investor tak boleh panik sell. --- In obrolan-bandar@yahoogroups.com, TH teddy.halim@ wrote: Nikkei udah rebound + 1.16% (13:17) - Get easy, one-click access to your favorites. Make Yahoo! your homepage.
[obrolan-bandar] DB: SMRA - A lifestyle developer; initiate with a Buy and TP of Rp2,000
Summarecon - A lifestyle developer; initiate with a Buy Leader in the sector; we initiate with a Buy and TP of Rp2,000 Summarecon (SMRA) is one of the major beneficiaries of the sector's recovery. We expect residential estates to be the main revenue driver over the medium term given increasing mortgage affordability. Rising income in the middle segment also bodes well with SMRA's target market. Its investment properties should pull crowds and generate recurring income providing some downside cushion. Right business models in right cycle In our view, SMRA's business model doves in well to benefit from the recovery in the property sector. Given its focus on the middle-income residential segment, SMRA should benefit from the current mortgage boom. The strategy of monthly residential estate launches should also translate into higher price increases, particularly given assets prices are still at early recovery stage. Besides, SMRA's attractive portfolio of investment assets, which generates recurring income (39% of total revenue) should provide some downside cushion to its earnings. Earnings driven mainly by residential sales We forecast SMRA to deliver 3-year (FY07-10) earnings CAGR of 35% on revenue CAGR of 25% as property developments in Serpong and launches in Bekasi gather steam. We also expect a modest recurring revenue growth of 11% (07-10F). This should help maintain an operating margin of 26%. DCF-derived TP of Rp2,000 Our DCF-derived 12M TP of Rp2,000 is conservative relative to the company's own NAV estimate of Rp2,616 (see page 4 for full details). SMRA is one of our preferred plays on the sector given its stronger EPS growth outlook and higher ROE relative to domestic peers. Risks are macroeconomic downturn, competition and changes in corporate structure (see page 30 for risk discussion). Please see published report on 3 October 2007: Summarecon - A lifestyle developer; initiate with a Buy
Re: [obrolan-bandar] IHSG break new high..
IIKP pak guru... - Original Message - From: budi suryono To: obrolan-bandar@yahoogroups.com Sent: Monday, June 04, 2007 11:56 AM Subject: Re: [obrolan-bandar] IHSG break new high.. most likely will continue higher,consentrate to all time high stocks regds Dean Earwicker [EMAIL PROTECTED] wrote: Nggak ada yang posting. lagi kejar-kejaran ya.. Hahaha. No virus found in this outgoing message. Checked by AVG Free Edition. Version: 7.5.472 / Virus Database: 269.8.7/830 - Release Date: 6/3/2007 12:47 PM -- We won't tell. Get more on shows you hate to love (and love to hate): Yahoo! TV's Guilty Pleasures list.
Re: [obrolan-bandar] after 2100, BEAR...BEAR ...BEAR......???
Belum tentu masuk musim beruang. Mungkin ada koreksi, tapi gak masuk bear hunting... :D Masa sudah lari2 kenceng, gak berhenti tarik nafas... Sabar donggg tarik nafas dulu Lagian jamsostek dan dana pensiun sudah mencairkan dana di deposito dan memasukan di reksa dana. Gak gede sih, cuma 10 T. Dan masih ada 5 T lagi yang akan masuk, paling lambat akhir juni. - Original Message - From: James Arifin To: obrolan-bandar@yahoogroups.com Sent: Thursday, May 24, 2007 3:02 PM Subject: Re: [obrolan-bandar] after 2100, BEAR...BEAR ...BEAR..??? Coba tengok indeks satu bulan ini naiknya gimana, tiap hari naik pelan2 tp volume tetap besar dan sekarang dalam 1 hari semua gain yang didapat kemarin hilang. Kalau semua orang tetap percaya bahwa indeks nggak turun ke 1850 maka itulah saatnya bandar bereaksi. Asal sudah turun ke 1850 anda tidak panik itu sudah ok On 5/24/07, Wiro Hardy [EMAIL PROTECTED] wrote: Naik turun ya wajar, turun koreksi dibilang BEAR ya susah. Dari Maret 07 sampe hari ini lihat chart ihsg kok sepertinya naik ya alias uptrend? Klo tiap koreksi dibilang bear berarti dari maret 07 sampe skrg udah belasan bear dong?? On 5/24/07, macan cuan [EMAIL PROTECTED] wrote: Masih ada yg mau teriak BULL BULL BULL ??? Hehehheeturun 1,27 % nih sampe detik ini tunggu aja sampai seninkita lihat sampai dimana kekuatan support2 IHSG.. disclaimer ON.
[obrolan-bandar] Re: METALS END WEAK ON LME, NICKEL DOWN 4.4 PCT, ON SPECULATIVE SELL-OFF
Sekarang sudah tidak efektif. Mau nickel naik atau turun, inco, antm dan tins tetap biasa saja. Bahkan terakhir2 ini, bila nickel TURUN, ANTM cenderung NAIK. Ini hebatnya bandar. - Original Message - From: James Arifin To: [EMAIL PROTECTED] ; obrolan-bandar@yahoogroups.com Sent: Wednesday, May 23, 2007 8:40 AM Subject: [obrolan-bandar] Re: [saham] METALS END WEAK ON LME, NICKEL DOWN 4.4 PCT, ON SPECULATIVE SELL-OFF mestinya rekomendasi untuk SHORT ANTM dan INCO juga dong selain TINS On 5/23/07, tin berland [EMAIL PROTECTED] wrote: METALS END WEAK ON LME, NICKEL DOWN 4.4 PCT, COPPER, 1.9 PCT, ZINC 1.8 PCT ON SPECULATIVE SELL-OFF BaseMetals.com Be a better Globetrotter. Get better travel answers from someone who knows. Yahoo! Answers - Check it out.
Re: [obrolan-bandar] BUY TLKM
TLKM masih ada program BUY BACK saham. Mana mau dia beli mahal2, pasti belinya murah Dibawah 10.000. - Original Message - From: ihsg 88 To: obrolan-bandar@yahoogroups.com Sent: Friday, May 11, 2007 11:27 AM Subject: Re: [obrolan-bandar] BUY TLKM Buy Tlkm 9500 s/d 9600. Cut loss bila ditutup dibawah 9400. (Memasuki priode down tren) On 5/11/07, Lee Cwan Yeuw [EMAIL PROTECTED] wrote: hi...hi.hiii Buy TLKM - Original Message From: jsx_consultant [EMAIL PROTECTED] To: obrolan-bandar@yahoogroups.com Sent: Tuesday, 8 May 2007 9:06:54 Subject: [obrolan-bandar] Re: Rekayasa TLKM dan IHSG (koreksi) Jangan cuman perhatikan nama broker, mereka CUMAN ALAT !!! Perhatikan 'KOMANDO' nya: - Pada menit menit terakhir level 10050 DIHAJAR oleh beberapa broker yg dipakai si BOZZ. - Tapi secepat kilat, semua OFFER GEDE dilevel 10050,10100, 10150 diCABUT, INI MENUNJUKAN adanya SATU KOMANDO dibawah si BOZZ sehingga YU bisa menutup TLKM keatas di 10200 buat DIHAJAR LAGI hari ini kelevel 9950. --- In obrolan-bandar@ yahoogroups. com, happy cuan [EMAIL PROTECTED] .. wrote: maksudnya BK sama YU ya Mbah? On 5/8/07, jsx_consultant jsx-consultant@ ... wrote: Coba anda PERHATIKAN transaksi 5 menit TERAKHIR KEMARIN sebelum penutupan... . Anda akan liat INI ADALAH PERMAINAN BOZZ GEDE yang engga mungkin DILAWAN ! --- In obrolan-bandar@ yahoogroups. com, James Arifin james.arifin@ wrote: mbah, mestinya sebagai penjaga gawang TLKM mestinya embah turun tangan untuk hajar tuh satu orang tersebut, masak embah rela portfolio mbah dikerjain satu orang doang ... lawan dong mbah, pimpin pasukan maju ke depan perang merah darah On 5/8/07, jsx_consultant jsx-consultant@ wrote: Rekayasa TLKM dan IHSG Pada tgl 26/4/7 posisi TLKM dan IHSG: 10800 dan 2016. Hari ini tgl 8/5/7 posisi TLKM dan IHSG: 9950 dan 2022. Selama periode itu TLKM turun -850 dan IHSG +6. Bobot TLKM terhadap IHSG menurut pak Sudes : - perubahan 50 perak TLKM akan mempengaruhi IHSG = 1,57 Jadi penurunan 850 perak TLKM akan membuat IHSG turun sebesar: - 850/50 x 1,57 = - 26,7 point. Tapi nyatanya IHSG naik +6 dari 2016 ke 2022 selama TLKM turun -850. KESIMPULAN: - IHSG tanpa TLKM naik 32,7 point yaitu (6+26,7). - tapi karena TLKM bikin turun IHSG sebesar -26,7 point maka IHSG cuman naik +6 dari tgl 26/4 sampai sore ini. PERTANYAAN: - Kenapa TLKM dikerjain saat BURSA LAGI BULLISH ?. Ini pertanyaan yg embah tanya ama pak Adi Chandra beberapa hari yg lalu. INFO TAMBAHAN: - Dari CARA MAINNYA, embah menyimpulkan PIHAK yg NGERJAIAN TLKM adalah SATU ORANG DOANG (SATU KOMANDO) yg main dari BEBERAPA BROKER... ... embah, bandarmologist Yahoo! Groups Links -- happy cuan Yahoo! Movies - Search movie info and celeb profiles and photos.
Re: [obrolan-bandar] Re: Selling force by foreign brokers may drag down JCI further
Mbah memang luar biasa. TLKM diteken terus dari harga 11.000,- lalu saham2 lain dan 2nd liner naik sebagai penahan turunnya IHSG. Bahkan saham2 3rd liner juga mulai naik. Sampai suatu saat, saham lain stagnan atau turun sedikit maka TLKM dan mining rebound, saat itulah IHSG mencapai 2100. peace Giri - Original Message - From: jsx_consultant [EMAIL PROTECTED] Berita ini SEBAGIAN BENAR SEBAGIAN SALAH Analisa embah menunjukan, si BOZZ menekan TLKM dan bluechip yang lain TERSERET kebawah TLKM ditekan dengan cara: - SELLING melalui beberapa broker GEDE dan - REKAYASA yaitu menciptakan ribuan ORDER BELI dari puluhan broker KECIL. Ini untuk menciptakan IMAGE bahwa TLKM di DUMP GEDE GEDEAN oleh broker GEDE dan ditampung oleh investor KECIL. REKAYASA ini membuat analisa BROKER SUMMARY yang ada di HOTS menjadi TIDAK BERGUNA --- In obrolan-bandar@yahoogroups.com, Bettina Tan [EMAIL PROTECTED] wrote: Foreign brokers is seen actively sold their position in TLKM and other blue chips. Last week the movement was covered by second liners, however this week 2nd liners upward movement is limited and JCI is seen to dragged down more. Yahoo! Groups Links
[obrolan-bandar] DJ : LME Nickel Warehouse Stock - 204 MT to 4.776 MT
LME Nickel Warehouse Stock - 204 MT to 4.776 MT
[obrolan-bandar] ANTM membukukan laba bersih sebesar Rp1,073 triliun melonjak sekitar 720 %
IQP, (30/4) - PT Aneka Tambang Tbk (Antam) membukukan laba bersih sebesar Rp1,073 triliun (Rp562,62 per saham) pada akhir kuartal pertama (K1) 2007 atau melonjak sekitar 720 persen dibanding periode sama tahun 2006 sebesar Rp131,034 miliar (Rp68,69/saham). Kenaikan laba bersih yang signifikan ini lebih diipicu oleh kinerja operasional dimana laba usaha perseroan mencapai Rp1,424 triliun dibanding tahun lalu sebesar Rp143,193 miliar. Menurut Presdir Aneka Tambang Dedi Aditya Sumanagara dalam laporan keuangannya ke BEJ Senin, kenaikan ini seiring dengan melonjaknya penjualan bersih perseroan dari Rp563,244 miliar pada Maret 2006 menjadi Rp2,385 trliun. Selain dari sisi operasional, perseroan juga membukukan pendapatan lain-lain yang menigkat dari Rp37,090 miliar pada Maret 2006 menjadi Rp107,610 miliar pada Maret 2007. End (AF)
Re: [obrolan-bandar] What's wrong with my BMRI ????
Kalo digebukin, bukannya biasa ngeshort? :D - Original Message - From: James Arifin To: obrolan-bandar@yahoogroups.com Sent: Thursday, April 26, 2007 1:04 PM Subject: Re: [obrolan-bandar] What's wrong with my BMRI bukan cuma BMRI, semua sektor banking masih mati suri jadi BMRI disuruh parkir dulu biar nggak overheat digebuk sama semua bandar sektor banking On 4/26/07, dera ayu [EMAIL PROTECTED] wrote: Sebagian besar BC hari ini ijo, cuman BMRi yg diteken terus... What's wrong ??? Ahhh...imagining that irresistible new car smell? Check out new cars at Yahoo! Autos.
Re: [obrolan-bandar] What's wrong with my BMRI ????
Kapan tuh BMRI bisa 3125? Kalo BDMN, BBCA, BBRI kapan boleh di short? - Original Message - From: James Arifin To: obrolan-bandar@yahoogroups.com Sent: Thursday, April 26, 2007 2:30 PM Subject: Re: [obrolan-bandar] What's wrong with my BMRI level 3125 baru ngeSHORT On 4/26/07, Giri [EMAIL PROTECTED] wrote: Kalo digebukin, bukannya biasa ngeshort? :D - Original Message - From: James Arifin To: obrolan-bandar@yahoogroups.com Sent: Thursday, April 26, 2007 1:04 PM Subject: Re: [obrolan-bandar] What's wrong with my BMRI bukan cuma BMRI, semua sektor banking masih mati suri jadi BMRI disuruh parkir dulu biar nggak overheat digebuk sama semua bandar sektor banking On 4/26/07, dera ayu [EMAIL PROTECTED] wrote: Sebagian besar BC hari ini ijo, cuman BMRi yg diteken terus... What's wrong ??? Ahhh...imagining that irresistible new car smell? Check out new cars at Yahoo! Autos.
[obrolan-bandar] Fw: Banks' results - key takeaways from analysts meet
Subject: FW: Banks' results - key takeaways from analysts meet Erwan Teguh/RES/JK/GKGOH 04/26/2007 07:40 PM To cc Subject Banks' results - key takeaways from analysts meet Bank Danamon (BDMN IJ, Rp6,750) - The good a.. Earnings grew 92% YoY; b.. Strong asset growth, NIM expansion (2nd highest after Bank Rakyat at 10% in 1Q07) and well provisioned; c.. Diversified on high yielding assets, with exposure to micro financing, therefore cushioned from brewing price war among banks vying for so called SME commercial and more mundane consumer loans such as mortgage; d.. Momentum is building and should see better quarters ahead; e.. Under performed thus far after a strong share price surge in 4Q06, likely upgrades and therefore expect robust share price from now; f.. Valuations at 3.2x and 16x PBV and PER respectively; Bank Rakyat (BBRI IJ, Rp5,500) - The poor a.. Tepid earnings growth of 4.6% YoY, weighed down by high provisioning at Rp667.4bn in 1Q07; b.. Provisioning is on conservative side, more than what Central Bank's requirement, claimed the management, and largely due to customers with direct exposure to Lapindo mudflow disaster; c.. The management said the bank has fully provisioned for Rp932bn exposure to mudflow victims as well as Yogja's earthquake which it had Rp212bn exposure; d.. Judging from recent settlement between government and representatives of victims, there's a very low probability loans written off can be recovered; e.. On the contrary, more may have to be provisioned for, given the ever-spreading mudflow. The management seemed to concur; f.. That aside, core businesses are doing ok, though 1Q was less impressive than others, its past seasonality suggests better quarters ahead, 2Q in particular; g.. Having said that, its core business, currently at over 86% of total portfolio, may come down (threshold is 80%) as the bank is 'asked' to finance large infra and agri related projects, which give lower yields; h.. Valuations at 3.5x and 13x PBV and PER, most expensive on PBV front suggest little room for errors. Bank International Indonesia (BNII IJ, Rp200) - The ugly a.. Significant earnings decline of nearly 35% YoY, worst bank performance thus far; b.. Not much respite from the analyst meet as more provisioning expected as the bank absorbed the motorcycle financing company, WOM Finance (WOMF IJ), into its fold. The management expects the process completed by YE07; c.. Its loan book exposure to the competitive SME commercial and mostly urban consumer segments suggests pricing pressure. At the same time, its uncompetitive liability side, with 60% of high cost deposit, suggests NIM has little room for expansion despite declining interest rate. Not makes things any easier is its government bond holding is almost entirely floating rate base; d.. Cost to income at over 60% is also above industry and given increasing talent constraints, its CIR may stay high for a while; e.. Valuations at 1.7x PBV, 13.5x PER. Fig 1. Valuations Disclaimer: This email may contain privileged and/or confidential information intended only for the use of the addressee. If you are not the addressee, or the person responsible for delivering it to the addressee, you may not use, copy or deliver this to anyone else. If you receive this email by mistake, please immediately notify us. Opinions contained herein may be the personal opinion of the sender and do not necessarily represent the views of the Company. If you are in any doubt as to whether the opinions are officially endorsed by the Company, please contact our Compliance Dept at (+65) 6225 1228 for clarification. ATT782396.gif Description: GIF image (on VirusWall Server )--- email-body was scanned and no virus found email-body was scanned and no virus found ATT782396.gif was scanned and no virus found -
[obrolan-bandar] Fw: TPG to invest up to US$5b in Indonesia
From: Katarina Setiawan Sent: Friday, April 27, 2007 9:36 AM Subject: TPG to invest up to US$5b in Indonesia Investment: TPG to invest up to US$5b in Indonesia a.. Texas Pacific Group (TPG), a US based private equity group, stated that it is considering to acquire companies in Indonesia. b.. Its Executive Director for South East Asia said that the group is allocating US$500 million-5 billion for the above acquisitions in the next 5 years. c.. TPG is partnering with Northstar Pacific to do the acquisitions in South East Asia. d.. It has acquired Alfa Retailindo, a retail chain, from Phillip Morris at apr. US$25m. e.. The group presence in Asia started in 1994, so far it has invested US$2.4b (25 transactions in Asia Pacific), US$3.8b in Europe and US$7.2b in the US. f.. It is interested to acquire companies in the following sectors: finance, retail, air transportation, natural resources and plantation. g.. It is still very premature to speculate based on the limited information above, but likely publicly listed candidates in the above sectors include the following: Panin Bank, Matahari and London Sumatra. Katarina Setiawan Head of Research PT Kim Eng Securities Deutsche Bank Building 9th Fl. Jl. Imam Bonjol 80 Jakarta 10350 Indonesia P: +62 21 3983 1458 F: +62 21 3983 1362
Re: [obrolan-bandar] Inco
Hehehehe. - Original Message - From: Halim Mintareja To: obrolan-bandar@yahoogroups.com Sent: Thursday, April 26, 2007 10:48 AM Subject: Re: [obrolan-bandar] Inco Guys... aku sih udah kosong di INCO.. sejak ada kekacauan di TINS.. simple chart mining jadi rusak. Kacau balau... so simple decision .. di saat bullish ada saham yang tidak jelas di porto. Jual saja cari yang lain. Dan kebetulan ada PTBA BNGA BMRI yang chartnya lagi indah waktu itu..simple aja sell ANTM TINS INCO beli PTBA BNGA BMRI.. love your money.. not your stock kapan saya masuk lagi... kalau ada yang break high.. atau tunggu major global correction halim On 4/26/07, Frederick Schubert [EMAIL PROTECTED] wrote: geeez.. come onbe logic. James Arifin [EMAIL PROTECTED] wrote: hehehhe ... maksudnya sudah jualan dulu ... saya juga sudah siap tampung kok di 54000 sesuai target price dari chart reading ... Bukan saya yang baik tapi Bandar karena saya cuma ikutin maunya bandar saja On 4/26/07, ihsg 88 [EMAIL PROTECTED] wrote: He...he...hee Saya sudah siap tampung dengan Full Power. Bpk. James baik hati. Trims. On 4/26/07, James Arifin [EMAIL PROTECTED] wrote: Saya sih masih rekomend SELL untuk INCO dengan target price ke 54000-an On 4/25/07, Rei [EMAIL PROTECTED] wrote: Bagi yg belum punya, kesempatan masuk tuh. Udah di short-in (atau TP? ) oleh beberapa rekan2 di sini. Yang sdh punya, semoga di hold tight. Salam, Rei Ahhh...imagining that irresistible new car smell? Check out new cars at Yahoo! Autos. Ahhh...imagining that irresistible new car smell? Check out new cars at Yahoo! Autos.
Re: [obrolan-bandar] Re: pagi ini BLTA-1950
Terlalu kecil, paling gak sekitar harga 2.200. Kalau 2 bottom GEDE terjadi, maka 2.800. Klo ikut para analis, sekitar harga 2.750-2.800 Menakjubkan, tapi ati2 ama analis, bisa berubah kapan saja. - Original Message - From: yunirsyam [EMAIL PROTECTED] To: obrolan-bandar@yahoogroups.com Sent: Thursday, April 19, 2007 10:28 AM Subject: [obrolan-bandar] Re: pagi ini BLTA-1950 Kalo ini Pak OENTOENG yg tau jawabannya.. saya nggak punya link para bandar cuma melihat grafik untuk tahu pergerakan para bandar. Ayo pak OENTOENG share ceritanya biar lebih menarik Kalo dari grafik target jangka pendek berikutnya 2100...KAPAN? SABAR dan nggak RAKUS jawaban untuk sukses. Good luck --- In obrolan-bandar@yahoogroups.com, boncel66 [EMAIL PROTECTED] wrote: Pagi ini BLTA 1950, let we see around 2 days. 10:53 BLTA = 2.010 Ada Apa dgn BLTA ? Berapa ya Target Price BLTA dari HD, ML, DB ? Tolong, sharing idenya :) TQ
Re: [obrolan-bandar] Update harga komoditas nikel, Senin 16 April 2007, Pukul 13:43 WIB
Bukannya LME hari ini LIBUR? - Original Message - From: Sudeswanto [EMAIL PROTECTED] To: [EMAIL PROTECTED] Sent: Monday, April 16, 2007 2:00 PM Subject: [obrolan-bandar] Update harga komoditas nikel, Senin 16 April 2007, Pukul 13:43 WIB (on VirusWall Server )--- Update harga nikel.pdf was scanned and no virus found - Yahoo! Groups Links
[obrolan-bandar] PT Timah Bangun Pabrik Ekstraksi Aspal di Buton
Untuk penggemar TINS. PT Timah Bangun Pabrik Ekstraksi Aspal di Buton Pangkalpinang (ANTARA News) - Kebutuhan aspal Indonesia yang mencapai 1,1 juta metrik ton per tahun, mendorong PT Timah melakukan diversifikasi usaha dengan membangun pabrik ekstraksi aspal di daerah penghasil aspal terbesar Buton, Sulawesi Tenggara, akhir tahun ini. Dengan pabrik itu, Timah akan mengolah aspal Buton yang selama ini hanya dipergunakan untuk pembangunan jalan kelas dua, menjadi aspal yang bisa untuk membuat jalan hotmix dan jalan negara. Kita sudah menyelesaikan proses studi kelayakan pabrik dan selanjutnya memproduksi aspal yang selama ini hanya dijual sebagai bahan baku tanpa adanya proses teknologi didalamnya, kata Surawardi Direktur Pengembangan dan SDM PT Timah, Rabu. Menurut Surawardi, aspal yang dihasilkan Timah siap memasuki pasar setelah pilot projek di Pusat Metalurgi Timah Muntok selesai. Aspal buton yang sebelumnya dijual dalam bentuk bahan baku hanya dihargai sebesar 250 dolar perton. Bila diolah di pabrik ekstraksi aspal harganya mencapai dua kali lipat. PT Timah yang sudah menggeluti bisnis aspal di Buton sejak lima tahun lalu, sebelumnya telah berusaha memoles aspal dari bentuk bahan baku, selanjutnya pengolahan aspal itu terus ditingkatkan hingga terwujudnya pembangunan pabrik ekstraksi aspal. PT Timah baru berencana akan memproduksi pabrik ekstraksi aspal itu pada akhir 2007. Sebelum berproduksi akan dilakukan uji coba di Kalimantan Timur. Manajemen timah enggan menjelaskan investasi membuat pabrik ekstraksi aspal itu, begitu juga mitra yang diajak bekerjasama. Pabrik tersebut nantinya akan mampu memenuhi kebutuhan aspal hotmix didalam negeri.(*) Copyright © 2007 ANTARA
[obrolan-bandar] Re: LME Tin Warehouse Stocks -545 MT To 9,265 MT
TIN di LME sudah bergerak naik. $14.350 - $14.550. Mudah2an bisa new high. Besok gimana TINS? 15.000 juga? - Original Message - From: power2000 [EMAIL PROTECTED]
Re: [obrolan-bandar] Short Sell
saya juga geleng2 kepala aja... jadi tripping :D - Original Message - From: James Arifin To: obrolan-bandar@yahoogroups.com Sent: Monday, April 09, 2007 7:24 AM Subject: Re: [obrolan-bandar] Short Sell khan short sell bisa satu bulan .. kalau satu hari mah cuma jualan nyawa ... ini rekomendasi buat 1-5 hari doang ... rekomendasi buy sudah banyak ... jadi yah saya kasih rekomendasi short sell aja tapi short term ... ingat tetap pakai cut loss ... On 4/6/07, Halim Mintareja [EMAIL PROTECTED] wrote: Buset... lagi nge bull gini pikir nge-short. Danger oei... ngelawan arus.. apalagi rata-rata BC semua. Kalau saya sih lebih suka duduk manis sambil tunggu reversal. Sama seperti menangkap pisau jatuh... nge short saat BULL sama saja dengan menahan banteng lari. Nekad.. salah-salah kena denda gara-gara ngak bisa setor barang On 4/5/07, James Arifin [EMAIL PROTECTED] wrote: Beberapa saham menjadi potensi short sell: BBCA BBRI UNTR ANTM INCO TINS TLKM BNGA BDMN ISAT PGAS happy cuan ... please do not to greedy yah.
Re: [obrolan-bandar] Short Sell
Memang sih bebas dan suka2. Short sell di saat pasar bullish ini beresiko sangat tinggi kecuali ilmunya sudah tinggi. Dan untuk bulan April ini, LKQ1 07 akan keluar. IHSG baru break new high. Bila ada yang berani short sell, silahkan saja... Selamat mencoba, semoga Oentung peace - Original Message - From: Johand Dimalouw To: obrolan-bandar@yahoogroups.com Sent: Monday, April 09, 2007 10:14 AM Subject: Re: [obrolan-bandar] Short Sell Bebas, suka-suka. Tiada yang punya kuasa untuk larang khan. JD - Original Message From: Giri [EMAIL PROTECTED] To: obrolan-bandar@yahoogroups.com Sent: Monday, April 9, 2007 9:07:10 AM Subject: Re: [obrolan-bandar] Short Sell saya juga geleng2 kepala aja... jadi tripping :D - Original Message - From: James Arifin To: obrolan-bandar@ yahoogroups. com Sent: Monday, April 09, 2007 7:24 AM Subject: Re: [obrolan-bandar] Short Sell khan short sell bisa satu bulan .. kalau satu hari mah cuma jualan nyawa ... ini rekomendasi buat 1-5 hari doang ... rekomendasi buy sudah banyak ... jadi yah saya kasih rekomendasi short sell aja tapi short term ... ingat tetap pakai cut loss ... On 4/6/07, Halim Mintareja [EMAIL PROTECTED] com wrote: Buset... lagi nge bull gini pikir nge-short. Danger oei... ngelawan arus.. apalagi rata-rata BC semua. Kalau saya sih lebih suka duduk manis sambil tunggu reversal. Sama seperti menangkap pisau jatuh... nge short saat BULL sama saja dengan menahan banteng lari. Nekad.. salah-salah kena denda gara-gara ngak bisa setor barang On 4/5/07, James Arifin james.arifin@ gmail.com wrote: Beberapa saham menjadi potensi short sell: BBCA BBRI UNTR ANTM INCO TINS TLKM BNGA BDMN ISAT PGAS happy cuan ... please do not to greedy yah. -- The fish are biting. Get more visitors on your site using Yahoo! Search Marketing.
[obrolan-bandar] Timah di KLTM sudah $14.500
Re: [obrolan-bandar] ML : INCO Buy with a price target of Rp54,860, which implies a 34% potential upside.
Mei-juni 07. Di base metal, sebenarnya kemarin nickel sempat $43.250/mt (cmiiw). Kemudian turun lagi. Tahun ini diperkirakan nickel akan mencapai $ 50.000/mt (di depan mata-- komentar analis), apalagi supply semakin sedikit dan permintaan tinggi. Inventory di lme sudah turun 222, harusnya nickel bisa naik lagi. Kalau nickel naik, ANTM dan INCO akan naik. Bila harga Nickel sudah $50.000/mt, berapa valuasi antm dan inco ya? Di Credit Suisse juga menulis, bila NICKEL harga rata2 naik 20% di atas asumsi dia, maka ANTM bisa ke Rp 13.000 dan INCO bisa ke $53.000. - Original Message - From: Teddy Halim To: obrolan-bandar@yahoogroups.com Sent: Friday, March 09, 2007 9:55 AM Subject: Re: [obrolan-bandar] ML : INCO Buy with a price target of Rp54,860, which implies a 34% potential upside. Thanks for sharing this pak.. On the way kayanya pak Giri udah sempat 46300 tadi.. Keputusan dividen final 2006 blm keluar? th
Re: [obrolan-bandar] Re: INCO
Malam ini, tanggal 7 Maret di Brazil, Holding Inco. Nickel 3 bulan sudah NAIK Lagi jadi 41.100 - Original Message - From: dazzledtrader [EMAIL PROTECTED] To: obrolan-bandar@yahoogroups.com Sent: Wednesday, March 07, 2007 4:27 PM Subject: [obrolan-bandar] Re: INCO Betul, Pak. Menurut website INCO, tgl 8 Maret besok, mereka akan mengeluarkan FR 2006 (website di bawah). Pak Rei sudah ikut pesta? http://pt-inco.co.id/new/jadwal.php Salam, -Darmawan --- In obrolan-bandar@yahoogroups.com, Rei [EMAIL PROTECTED] wrote: Hari ini saham2 banyakan manyun meski index ijo dikit, cuma INCO aja barusan lagi naik kenceng 42100 @ 15:37. Ada yang dengar berita ttg INCO? Apa besok mau mengeluarkan lap keu 2006? Thanks! Salam, Rei - Get your own web address. Have a HUGE year through Yahoo! Small Business. Yahoo! Groups Links
[obrolan-bandar] Re: LME news
Turun lagi jadi 41.950 - Original Message - From: Handoyo Gozali To: obrolan-bandar@yahoogroups.com ; saham@yahoogroups.com Sent: Thursday, March 08, 2007 8:53 AM Subject: [saham] LME news LONDON, March 7 (Reuters) - Nickel surged nearly 5 percent on Wednesday to a record high of $42,350 a tonne as tight supply triggered more buying from speculators, traders said. Copper gained nearly 3 percent and other metals also perked up as wary investors returned to recovering financial markets. Confidence seems to be coming back to all markets, said Adam Rowley, analyst at Macquarie Bank. Non-exchange traded commodities like iron ore are still extremely strong. It shows the strength of demand and the ongoing difficulties of delivering supply. Three-month nickel MNI3 on the London Metal Exchange closed up nearly 4 percent at $42,000/42,005 a tonne, from $40,400 on Tuesday. Prices have risen by around 25 percent since the start of this year. There was a burst of fund buying this afternoon, a LME trader said. The betting is on higher prices ... Low stocks, tight supplies and still very strong demand. Stocks of nickel, used mostly to make stainless steel, fell 162 tonnes in LME warehouses to 3,648 tonnes on Wednesday. But only around 2,274 tonnes -- less than one day of global consumption -- is available for delivery. A market deficit is expected in 2007, with continued upside likely from potential output disruptions, Standard Chartered said in a research note. The bank expects LME nickel prices to average $29,875 a tonne this year and $19,500 a tonne in 2008. TENTATIVE RECOVERY Sentiment on financial markets remained nervous, but European shares tentatively recovered and high-yielding currencies stabilised near recent lows. Stephen Briggs, economist with SGCIB, said the turbulence of the past week had been mainly a financial event, but might trigger a deeper move down in metals if it starts to have economic implications. Aversion of risk, which leads to much wider credit spreads and so forth, all points to a tightening of monetary conditions, therefore less stimulative conditions and potentially slower growth, he said. It could still do that. Copper futures MCU3 ended up at $6,140 a tonne from $5,965 on Tuesday. In New York, copper for May delivery HGK7 closed up 6.85 cents or 2.5 percent at $2.7820 a lb on the New York Mercantile Exchange's COMEX division, its best settlement since Feb. 27, after trading a session range between $2.7125 and $2.7925. Traders took note of a fire overnight at Codelco's 300,000 tonne-per-year Radomiro Tomic plant in northern Chile, which hit production. [ID:nN06428695] But the news did not ignite a buying frenzy as stocks of copper, while still sparse by historical standards, are no longer critically low. Traders said Wednesday's options declaration went through without any fanfare. The focus had been on aluminium as there were a large number of outstanding contracts to buy metal at strikes between $2,900 and $3,000 a tonne. But as prices are well off that level, those contracts were no longer in play and the metal did not even break $2,700 -- where there were some more outstanding contracts -- during the morning session before declaration. Aluminium MAL3 gained to $2,730 from $2,690. It was fairly evident the calls weren't going to be declared on aluminium, copper straddled the strike at $6,000...there was no excitement, no fireworks, a trader said. Lead MPB3 gained $30 to $1,850, tin MSN3 added $275 to $13,600 and zinc MZN3 ended at $3,360 from $3,310.
[obrolan-bandar] Re: NCO laba US$513 jt dengan Revenue US$1337 jt
Q107F = 10.000 PE: 5 x = 50.000 10x = 100.000 - Original Message - From: power2000 [EMAIL PROTECTED] To: saham@yahoogroups.com; obrolan-bandar@yahoogroups.com Sent: Thursday, March 08, 2007 10:25 AM Subject: [saham] INCO laba US$513 jt dengan Revenue US$1337 jt EPS INCO sekitar US$ 0.52 dengan kurs 9100 EPS sekitar 4732 Q107F disetahunkan sekitar 10rb Regards, Herman -- Feel free - 5 GB Mailbox, 50 FreeSMS/Monat ... Jetzt GMX ProMail testen: www.gmx.net/de/go/mailfooter/promail-out DILARANG KERAS MEMOSTING OPINI PRIBADI TENTANG POLITIK DI MILIS INI. Silahkan lakukan itu di milis [EMAIL PROTECTED] [EMAIL PROTECTED] untuk unsubscribe dari milis saham [EMAIL PROTECTED] untuk subscribe ke milis saham Yahoo! Groups Links
Re: [obrolan-bandar] Next target: 1630
IHSG baru sehat dan akan ada kekuatan naik bila turun dalam. Waktu indeks dari 1250 sampa 1800 sudah naik berapa persen. Jadi hal yang wajar saja dan sangat sangat bagus ner gak bozzz? - Original Message - From: Sudeswanto To: obrolan-bandar@yahoogroups.com Sent: Monday, March 05, 2007 2:12 PM Subject: RE: [obrolan-bandar] Next target: 1630 index tetap akan break new high...potensi itu masih tetap terbuka di bulan Maret dan April ini... -Original Message- From: Andri Wijaya [mailto:[EMAIL PROTECTED] Sent: 05 Maret 2007 13:56 To: obrolan-bandar@yahoogroups.com Subject: Re: [obrolan-bandar] Next target: 1630 mungkin 1570 - 1610 kalau jebol bisa ngejar 1450? On 3/5/07, Bettina Tan [EMAIL PROTECTED] wrote: :-(
[obrolan-bandar] The Reason for ANTM's Buyer
Pak Eka, Gimana dengan berita ini? apakah ada konfirmasinya tentang revenue antm? thx - Original Message - From: Kang Asep To: Forum Diskusi TA Sent: Thursday, February 22, 2007 1:42 PM Subject: [diskusi-TA] The Reason for ANTM's Buyer February 22, 2007 01:08 ET (06:08 GMT) JAKARTA (Dow Jones)--Indonesian nickel and gold miner PT Aneka Tambang Tbk.'s(ANTM.JK) revenue may jump around 30% from about IDR5.4 trillion in 2006, thanks to higher ferronickel production, a company official said Thursday. The state-owned miner, one of Indonesia's largest nickel producers, hopes ferronickel production will rise to 20,000-22,000 metric tons this year from an estimated 14,700 tons last year, Financial Director Kurniadi Atmosasmito said. The company's net profit in 2007 will also likely increase from around IDR1 trillion last year, Atmosasmito said, but didn't elaborate. Atmosasmito didn't give any reasons for the forecast increase in ferronickel production. But the company, known locally as Antam, has said its new ferronickel smelter is now fully operational and will increase production capacity. The smelter, Antam's third, came on line last year but developed a leak in June and had to be shut down for repairs. Antam said earlier this month that the smelter, which has annual production capacity of about 15,000 tons, became fully operational on Jan. 29. Atmosasmito said that a joint project with BHP Billiton Ltd. (BHP) to develop a laterite nickel deposit in Sulawesi, Indonesia, may increase its production capacity by up to 30,000 tons of ferronickel a year. The project is expected to start commercial operation by 2011, Atmosasmito said. The project is BHP's first nickel asset in Indonesia. -By Reuben Carder, Dow Jones Newswires; 62 21 3983 1277; [EMAIL PROTECTED] -Edited by Marissa Chew Send instant messages to your online friends http://uk.messenger.yahoo.com
[obrolan-bandar] Fw: CL INDO: Indo rubber plays, property and BUMI (If true, BUMI will move towards Rp2,000/share.)
dari KZ From: Wuddy Warsono, CLSA To: Wuddy Warsono, CLSA Sent: Thursday, February 15, 2007 9:03 AM Subject: CL INDO: Indo rubber plays, property and BUMI roadshow feedback Good morning. I have just came back from a 3-day roadshow in Singapore where our property analyst Daniel Oen presented his bullish view on Indo property sector. Daniel had also recently written a big report on Indo most liquid property stock Ciputra Development (CTRA IJ), wgich is one of his top picks in the sector. Iwan Winarta from property consulting company Procon Indah joined us in the roadshow. For today and tomorrow, Daniel and Iwan are doing the Hong Kong leg of the roadshow. Response is generally positive. Indo property sector is definitely under-owned and under-researched. This may change as Indo physical property prices are now one of Asian biggest laggards. Many clients were surprised to learn how cheap Indo properties are. Indo's CBD land prices (at ~US$1,700psm) is 60% cheaper than pre-crisis level (in US$ term) and 50% cheaper than Manila and Bangkok prices. Super luxury condo in Jakarta looks cheap at US$2,000 psm, a fraction of Singapore prices and half the prices in Bangkok. By the way, Indonesians still form the largest pool of foreign buyers of Singapore properties. Purchasing power is arguably there, especially for the higher end segment. What is lack is confident. Improving macro outlook and potential short term catalyst (like allowing foreigners to buy Indo properties) may boost the confident. And Indo macro outlook is positive: rates are falling, urbanization trend continues, and Indo banks are ready to liquefy the economy. Already, office occupancy level in Jakarta has been quietly moving up: 78.8% in 03, 79.4% in 04, 82.8% in 05, and 84.9% in 06. Rental apartment also saw increasing average occupancy rate: 69.4% in 04, 67.7% in 05, and 74.5% in 06. Of special interest from clients is BBCA's recent move to launch a 5 year fixed rate mortgage @ 10% (pilot project, but I see no reason why this can't be successful). This is both ground breaking and unprecedented, likely to stimulate demand for property. Competition is heating up. Already, BNII is offering a fixed rate program within a 5 year loan term @ 12.5%. Attached in the email: With rubber price bouncing back up, Wilianto highlighted rubber plays in Indonesia. There are basically 2 them: · Bakrie Sumatera (UNSP IJ): 50% rubber, 50% palm oil (planted area). As a % of the revenues, rubber contributes 65% and CPO 35% at UNSP. · London Sumatra (LSIP IJ): 22% rubber, 70% palm oil, 8% other crops. Despite rubber plantation is currently producing ~25% more profits/ha than CPO plantations, both UNSP and LSIP are trading at big discount to pure CPO play AALI. We also believe that CPO price will stay high in near term: supply situation for CPO, as in rubber, will remain tight in next five years. Per capita consumption of edible oils in China and India remain low at 19.7kg and 11.9kg compared to 43.7kg in Hongkong and 50.7kg in USA, which represent a large future potential. James Gruber highlighted that nickel prices continue to soar to new highs with depleted inventories unlikely to be replenished soon, providing good support to prices. Strong prices are not captured in equity valuations. BUY both INCO (INCO IJ) and Antam (ANTM IJ). At our forecast price for nickel (US$11.50/lb), INCO and ANTM are trading at 6.6x 07 PE and 5.7x 07 PE respectively. However, using current nickel spot price of US$17.40/lb, INCO is at 3.6x 07 PE and ANTM will be at 3.3x 07 PE!! Others: CLSA hosted a lunch meeting with a prominent Indo business figure Mr Sofyan Wanandi. Mr Wanandi is also the President of APINDO (Indonesian Association of the Businesspeople) and an advisor to President SBY. Key takeaways: Tax Law: Expect an announcement by May which will include a 500 bps reduction in tax rates. This could be a staggered cut or all in one. It will also be accompanied by a tax amnesty. Lower tax rates add to profit growth outlook and should be excellent news for the stock market and for future investment decisions. Investment Law: Now waiting to be signed. Labor Law: Under discussion still but increasingly identified as the key area of reform. On this topic, there is now agreement from unions on the need for change. Onerous termination provisions will be slashed and replaced by unemployment insurance. Regional wage boards will be replaced by a national minimum wage and there will be provisions for enterprise bargaining. Pak Sofyan also identified this reform as key if investment spending is to increase. It is also key to President SBY's hopes of reelection in 2009. He needs the country to be adding jobs by then. BUMI roadshow feedback, by Michael Chambers: Mikehas been a way for the past ten days, on the
Re: [obrolan-bandar] Ada apa dengan PGAS?
Kemarin KZ ada riset sell PT 7000. Hari ini DIREVISI PT jadi 9600. Kasihan yang keilangan barang jual di 7400. - Original Message - From: Josia To: obrolan-bandar@yahoogroups.com Sent: Friday, January 12, 2007 10:05 AM Subject: Re: [obrolan-bandar] Ada apa dengan PGAS? BEJ harus suspen nih si bandit...kalo ga mau pasar jadi ancur lebur - Original Message - From: dERRy To: obrolan-bandar@yahoogroups.com Sent: Friday, January 12, 2007 9:49 AM Subject: Re: [obrolan-bandar] Ada apa dengan PGAS? PGAS dengan suksesnya seret yang lain jadi merah... Padahal tadi sudah sempet happy, karena sudah pada hijau2 semua :P - Original Message - From: Rei To: obrolan-bandar@yahoogroups.com Sent: Friday, January 12, 2007 9:41 AM Subject: Re: [obrolan-bandar] Ada apa dengan PGAS? Wah katanya ada downgrade earning sampe 60% dari 2 sekuritas asing. Kaca bener nih pgas7400 last offer, no bid! Yg punya pgas bisa dikubur dah...termasuk saya
Re: [obrolan-bandar] PGAS
Thx - Original Message - From: Surata nyoman [EMAIL PROTECTED] To: obrolan-bandar@yahoogroups.com Sent: Friday, January 12, 2007 1:24 PM Subject: Re: [obrolan-bandar] PGAS Menurut saya. Riset dengan price target 7000 merupakan yang terbaru dan revisi dari dokumen sebelumnya , sedangkan PT 9600 adalah kesalahan . Perhatikan timestamp kedua dokumen tersebut , dokumen yang anda beri nama pgasold sebenarnya lebih baru dari dokumen pgasnew. Selain itu target TP 7000 sesuai dgn asumsi yang menggunakan average forecast EPS 2007/2008 yaitu 635-640/saham dengan PER 10.7x . --- Giri [EMAIL PROTECTED] wrote: Ada kesalahan ketik di riset PGASold. Perhatikan di halaman 1 Price Target 7.000 dan namun di paragraf terakhir halaman 1, di sana terketik 9.600, juga di halaman 2 ada perbedaan PT tanggal 12 Januari 2007. Riset direvisi ke PGASnew. Saya gak punya posisi, hanya kasihan untuk yang pegang barang. Pasti si Angus dan Simon ditegur habis2an. Seperti Suhu Irwan Ariston N bilang : HOLD saja, harga ngga akan kemana2. Kalau masih punya amunisi cadangan untuk PGAS, average saja dengan beli di harga hari ini dengan menggunakan setengah amunisi yg ada. Setengahnya lagi untuk cadangan beli lagi kalau harga diturunin lagi. Setelah itu, ngga usah perhatikan harga PGAS, cuekin saja sampai harganya nanti naik sendiri. Anggap saja deposito rupiah. jabat erat, Irwan Ariston Napitupulu. ~~ TP Chart paling parah 7.000. Kecuali ada pattern lanjutan. Semoga bermanfaat peace Giri This is the part of broking I hate. Angus has been forced by news late yesterday to push through a major downgade to Perusahaan Gas Negara (PGAS IJ). One of our favorite stocks over the past two years is about to fall massively out of favor. We have been huge fans of PGAS and its strong growth profile. There is a great long term story here but that will not matter in the short term. The company's credibility is shot and there are real implications about government connivance as well. Angus has cut volumes by 32% in 2007 and 20% in 2008, resulting in a 58% cut to 2007 profits and 34% in 2008. However, there must also be a risk of further delays. With short term downside the stock looks like a SELL. Investors understand these guys are a bit flaky. It is not the delay to operating the gas pipelines that really worry us. These have been indicated and are not a major surprise. However, the information we received late yesterdy is completely different. Not only is there a further delay but there are problems with flow rates which will limit volumes in 2007 and into 2008. So in the past month, PGAS has found an additional 3 month delay in delivering gas (from their Jan 1 target) and they are now starting to disclose that even when the pipes are ready they will not be able to receive the full amount of contracted gas. Apparently, there are problems with differential pressures that mean PGAS needs to put in more compressors. That must have been known for some time. The company is now saying this will not be rectified until 1Q08 (if then). I am concerned about the timing of news flow. The government only recently placed shares to investors at Rp11,300. At the time news flow remains positive with gas expected to start flowing in January. In just a few weeks that has been pushed back to March and flow rates have been cut dramatically. Did the government know? The implication is that they did. Horrible corporate governance. What should investors do? In the short term, the company faces a massive credibility problem. Although they claim that they can raise prices in June and again in 2008 this has yet to be done. They are negotiating for additional gas but are yet to sign meaningful contracts. They are promising gas flows in March and problems with flow rates solved by March 2008 but is this realistic? In the absence of credibility, PGAS does not deserve a DCF valuation. Looking at earnings it is not cheap in the near term. As these problems are solved, the valuation will rise sharply but in the meantime the stock will get punished. Angus has downgraded to a a SELL. I expect significant short term pressure on the stock price before a new entry point is seen. The key to PGAS now is execution. When they actually deliver gas at contracted rates the stock will start to re-rate. Long term, this remains a very attractive growth story, but investors are likely to give up Cheap talk? Check out Yahoo! Messenger's low PC-to-Phone call rates. http://voice.yahoo.com Yahoo! Groups Links
[obrolan-bandar] Fw: IND: Perusahaan Gas Negara - Delay in domestic gas price increase
6 December 2006 Perusahaan Gas Negara (PGAS IJ / PGAS.JK, OUTPERFORM - Maintained - RP10,800, Target: Rp14,489) Company visit - Delay in domestic gas price increase by Robert Adair Following mixed signals in the past two months, PGN's management has confirmed that the expected Jan 07 increase in domestic gas prices will be delayed, most probably until Jun 07. Investors now face uncertainties over all future price increases. There is a 4-7% impact on PGN's FY06-08 earnings from the delay, since the negative pricing effect is mitigated by higher distribution volume forecasts. We maintain our Outperform rating on the back of significantly higher future distribution volumes, but with a reduced DCF-based target price of Rp14,489 (Rp15,340 previously). Here's the Full Report [ Click here ] or the link below http://www.gohdirect.com/NASApp/spaf/econtent/ind/PGAS-IND-061206.pdf To view these reports, you need to have Adobe's Acrobat Reader. To download a free reader, click here. PS: if you wish to Opt-Out or Change your Mailing Details, please send an email message to [EMAIL PROTECTED] Otherwise call your respective Salesperson. [ The contents of this e-mail may be confidential. Do not disclose, copy or distribute it if you are not the intended recipient. It may also be unlawful to do so. This e-mail is sent without any implied warranty or representation as to the accuracy or completeness of its contents, or as to the authority of the sender to send it. Do not rely on its contents without written confirmation from a duly authorised employee of CIMB. Please notify [EMAIL PROTECTED] if you have received this message in error. ] Disclaimer: This email may contain privileged and/or confidential information intended only for the use of the addressee. If you are not the addressee, or the person responsible for delivering it to the addressee, you may not use, copy or deliver this to anyone else. If you receive this email by mistake, please immediately notify us. Opinions contained herein may be the personal opinion of the sender and do not necessarily represent the views of the Company. If you are in any doubt as to whether the opinions are officially endorsed by the Company, please contact our Compliance Dept at (+65) 6225 1228 for clarification. attachment: ATT79133.jpg (on VirusWall Server )--- email-body was scanned and no virus found email-body was scanned and no virus found ATT79133.jpg was scanned and no virus found -
Re: [obrolan-bandar] BLTA Re: IHSG Tampil Beda ditengah regional yang merah
--- In obrolan-bandar@yahoogroups.com, Bettina Tan [EMAIL PROTECTED] wrote: minta dong risetnya On 8/2/06, asokha99 [EMAIL PROTECTED] wrote: Bukannya BLTA sekarang ada program Buyback lagi s/d 2750 dalam setahun? Dalam tiga hari saja II sudah buyback 15 juta lembar. Report dari ZP yang keluar kemarin, tanggal 31 Juli 2006, targetnya sama tingginya, 2.750!!! Yang nulis Head researchnya lagi. Ck..ck...ck __._,_.___ SPONSORED LINKS Business finance course Business to business finance Small business finance Business finance consultant Business finance magazine YAHOO! GROUPS LINKS Visit your group "obrolan-bandar" on the web. To unsubscribe from this group, send an email to:[EMAIL PROTECTED] Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service. __,_._,___
