[ob] Elsa..?

2010-03-29 Terurut Topik mask_mft
Dear Suhu,
Ada yg bisa kasih clue elsa hari ini? Apakah sdh mulai kempeess..
Thanks,
AS

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Re:Bls: [ob] Satu dekade milis OB

2010-03-09 Terurut Topik mask_mft
Congrats Mbah  sukses selalu!! Sori telat (x_x)Y ... Hehe
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[ob] BSDE to JT

2010-02-02 Terurut Topik mask_mft
Prof, numpang tanya,
BSDE dah 2hr naek terus, meski hari ini dah 'ngos2an' value stabil d 25-30 m, 
prospek  gambaran scr teknikal bgmn, prof? Apakah akan koreksi dalem or sikit 
untuk kemudian merayaaap ke utara
Thanks in advance prof!!

Rgds,
AS

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[ob] To Billy: bsde 810 maknyuzz...

2009-12-10 Terurut Topik mask_mft
Yg ambil bsde 810 lumayan jg tuh..perkiraan akhir tahun berapa ya? 

Rgds,
AS

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[ob] BBNI sepi.....

2009-12-09 Terurut Topik mask_mft
Dear all, tumben2an BBNI kecil bgt..knp ya?

Rgds,
AS

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[ob] BSDE

2009-12-07 Terurut Topik mask_mft
As subject, buat para suhu, kira2 bsde gmn pergerakannya..? Masih kuat ga? 
Likuiditasnya kek nya ok... TIA 

Rgds,
AS

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[ob] Re: Hasil ketum Golkar

2009-10-07 Terurut Topik mask_mft
Ayo yg punya saham bakrie plih bang ab  biar loncat2 lagi..hehe
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[ob] elsa...ada yg buang brg????

2009-10-06 Terurut Topik mask_mft
Dear Ob'ers
5 mnt terakhir elsa tiba2 aktif..ada yg buang barang atau nahan ya??

Rgds,
AS



[ob] Mohon maaf lahir dan bathin...

2009-09-19 Terurut Topik mask_mft

Dear sesepuh  rekans,

Selamat hari raya iedul fitri 1430H bagi yg merayakan, mohon maaf lahir  
batin, taqoballahu mina wa minkum...semoga hari esok lebih baik dari hari ini  
kita semua selalu dalam lindungan dan bimbingan-Nya

Sincerely yours,
AS
 
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Re: [ob] WIKA capai 86% target order book

2009-09-10 Terurut Topik mask_mft
setubuh..eh setuju om... lelet.., justru itu jadi penasaran hehe..siapa tahu 
ada fine tuning atau penunjukan BOZZ baru yg lebih galak.. kompor mode: on

rgds,
AS


--- In obrolan-bandar@yahoogroups.com, ARRAY27 arra...@... wrote:

 Sudah, ngapain pegang saham lelet begitu. Ngetem saja sampai karatan, uang
 jadi tidak berguna.
 
 Pada 10 September 2009 10:58, mask_mft mask_...@... menulis:
 
 
 



[ob] Re: Kim Eng Indonesia Equity Daily, 9 Sep 09

2009-09-09 Terurut Topik mask_mft
mba..sori mo curhat..WIKA ga ada BOZZ-nya ya..??
ato pelit ga ngasih THR..abis naeknya suse..sekalinya turun blorot...bner2 
fundamentalist sejati..hehe

thanks mbah! 
AS

gemess.com 


--- In obrolan-bandar@yahoogroups.com, KC kathleen_chu...@... wrote:

 
 
 
  Our
 Comment 
 
 Wijaya Karya announced it has booked new
 contracts of Rp7.1t up to August 2009, representing 75% of the company’s 
 FY09
 guidance.  The above brings total order book to reach Rp14..8t or 86%
 of full year company’s target of Rp17.2t.  In the remaining four months of
 2009 we believe Wijaya Karya will easily achieve its new contract
 target.  At 10.9x FY09 PE and 3.3x FY09 EV/EBITDA, maintain BUY with
 target price of Rp400. 
 
   
 
 China
 National Petroleum Corp announced yesterday that it was canceling its C$499
 million ($466 million) takeover agreement on Verenex Energy Inc., the Canadian
 energy producer, after Libya’s state oil company declined to approve the
 transaction.  The approval was needed for Verenex to keep its exploration
 and production rights to a Libyan prospect known as Area 47. Verenex said the
 company is in talks on a possible sale to a Libyan fund.  We see this to
 bring a negative impact on Medco Energy..  The Libyan government
 decision for not approving the deal indicates that it might not easy for Medco
 to sell part of its 50% working interest in Block 47 as well.  Previously,
 the media reported that Medco indicated that it might sell some of its stake 
 in
 Block 47 Libya to raise fund. 
 
    
 
 Katarina
 Setiawan 
 
    
 
    
 
 Highlights 
 
 •    Wijaya
 Karya (BUY): New contract reach 75% of FY09 target 
 
 •    Delta
 Dunia (BUY): Plans to issue US$600m bond 
 
 •    Semen
 Gresik (BUY): To build cement plant in Kalimantan 
 
 •    Medco
 Energy:  China Petroleum cancels deal with Verenex on Area 47 
 
 •    Sentul
 City: EGM approved share swap 
 
 From
 our chartist desk 
 
 •    IDX: We
 saw IDX chart failed to move consolidation phase after breaking resistance
 trend line yesterday. Weekly chart tells us that the above opens upward
 potential until 2425-2427 levels in the near term. Otherwise, strong support 
 is
 at 2259 level. Today’s trading range is between 2283-2321-2346 (support) and
 2383-2396-2433
 (resistance).            
 
 •    PLAS: Good
 signals from the breaking of resistance of moving average MA-20 day, and
 reverse up stochastic tool. TRADING BUY    
 
 •    RALS: Time
 to enter this stock, after MACD 12-26 day reversal. We set target price at
 Rp700. TRADING BUY 
 
  
 
  
 
   http://sprinklecake.blogspot.com/
 
 
 http://simpelife.blogspot.com/





[ob] WIKA capai 86% target order book

2009-09-09 Terurut Topik mask_mft
Link: http://www.seputar-indonesia.com/edisicetak/content/view/269033/

WIKA Capai 86% Target Kontrak
Wednesday, 09 September 2009
JAKARTA (SI) – PT Wijaya Karya Tbk (WIKA) hingga Agustus 2009 meraih kontrak 
baru senilai Rp7,1 triliun. Ini menjadikan total kontrak (order book) perseroan 
mencapai 86% dari target 2009 sebesar Rp17,19 triliun. 

Per 31 Agustus 2009 kontrak baru kami sudah mencapai Rp7,1 triliun, kata 
Direktur Keuangan WIKA Ganda Kusuma di Jakarta Selasa malam. Ganda menuturkan, 
kontrak baru tersebut diperoleh dari holding (induk usaha) sebesar Rp3,680 
triliun, WIKA Beton Rp685,376 miliar, WIKA Realty Rp208,719 miliar, WIKA 
Intrade Rp2,177 triliun, WIKA Insan Pertiwi Rp43,086 miliar,dan WIKA Gedung 
Rp258,861 miliar. 

Diraihnya kontrak baru tersebut menjadikan order book perseroan per Agustus 
2009 mencapai Rp14,85 triliun atau 86% dari target 2009 yang dipatok Rp17,19 
triliun. Jika ditambah proyek terakhir yang dimenangi berupa kontrak pembangkit 
listrik tenaga diesel (PLTD) Pesanggaran, Bali senilai Rp500 miliar,sisa target 
order book tinggal Rp1,75 triliun.

Sisa tender kami harapkan dari proyek pemerintah seperti gas, minyak, dan 
pembangkit,imbuh Ganda. Lebih lanjut dia mengungkapkan, hingga kini perseroan 
masih mengikuti tender senilai total Rp24 triliun yang belum diputuskan 
pemenangnya. Seluruh tender tersebut lokal yang tersebar di berbagai wilayah 
Indonesia. 

Nilai masing-masing proyek yang belum ditetapkan pemenangnya tersebut berkisar 
Rp50 miliar hingga Rp5 triliun. Sayangnya, dia tidak menjelaskan lebih lanjut 
tender yang tengah diikuti. Dia hanya mengungkapkan, tender tersebut berasal 
dari PT Pertamina, Departemen Perhubungan, Departemen Pekerjaan Umum,dan 
swasta. 

Menurut Ganda,perseroan menargetkan meraih sekitar 20% dari total nilai tender 
yang diikuti. Dengan asumsi tersebut,lanjut dia, order book diperkirakan 
melampaui target tahun ini sebesar Rp17,19 triliun.Sekarang kan belum 
ditentukan siapa pemenangnya. Namun, dari pengalaman tahun-tahun lalu, paling 
tidak kita bisa dapat sekitar 10-20% dari nilai tender yang diikuti,ujarnya. 

Belum lama ini WIKA memperoleh kontrak pembangunan proyek PLTD marine fuel oil 
(MFO) senilai Rp500 miliar berkapasitas 40-50 megawatt milik PT Indonesia 
Power.Proyek ini akan menjamin pendapatan perseroan selama delapan tahun 
mendatang, kata Ganda. Proyek pembangkit tersebut merupakan proyek investasi 
pertama WIKA di bidang energi yang didanai perusahaan dan mitranya, PT Mirlindo 
Padu Kencana.

Komposisi penyertaan modal WIKA dalam proyek ini mencapai 70% dan sisanya 
Mirlindo. Pembangunan PLTD tersebut diperkirakan selesai dalam waktu 12 bulan 
sejak dimulainya pengerjaan pada Oktober 2009. Pada proyek ini,WIKA sebagai 
pemimpin konsorsium bertanggung jawab dalam pekerjaan konstruksi. Sedangkan 
Indonesia Power selaku pemilik akan menyediakan lokasi untuk disewa selama 
kontrak, serta menyediakan bahan bakar MFO. 

Selama beroperasi, WIKA memperoleh keuntungan dari pengoperasian pembangkit 
listrik tersebut dan selesai masa kontrak akan diserahkan kepada Indonesia 
Power,jelas Ganda. Dia menambahkan, sebagai imbal hasil atas investasi dalam 
pengerjaan yang dilakukan perusahaan, WIKA akan menjual listrik kepada 
Indonesia Power sebesar Rp1.183,2 per kilowatt hour (kwh) termasuk bahan bakar 
minyak (BBM) atau Rp446,14 per kwh tanpa BBM. 

Sekretaris Perusahaan WIKA Natal Argawan mengatakan, perseroan tengah mengkaji 
rencana akuisisi perusahaan di bidang usaha baru. Untuk merealisasikan aksi 
korporasi tersebut, perseroan telah menunjuk PT Mandiri Sekuritas sebagai 
penilai independen. Ada beberapa bisnis baru yang mau dimasuki Wika. 

Untuk itu, evaluasi dari pihak independen perlu ada,ujarnya. Kendati 
demikian,Natal belum bisa menjelaskan nama perusahaan maupun sektor bisnis baru 
yang akan diincar dengan alasan masih dalam tahap pembahasan internal 
perusahaan.Sebelumnya WIKA dikabarkan tengah mengincar beberapa perusahaan 
tambang batu bara untuk diakuisisi. 

Riset CIMB GK Securites Indonesia pekan lalu menyebutkan harga saham WIKA 
diperkirakan mampu menembus level Rp395. Tren kenaikan saham WIKA diindikasikan 
dari peningkatan harga sebesar 4,17% pada periode 21-24 Agustus 2009 yang 
disertai lonjakan volume sebesar 61%. (whisnu bagus)

margin? marjin WIKA terus membaik 

link: 
http://www.vibiznews.com/stocks_news.php?id=4188sub=newspage=stocksmonth=tahun=last=

Laba WIKA Naik 27% Selama Kuartal 1
Senin, 04 Mei 2009 14.20 WIB

(Vibiznews – Stocks) – Kinerja PT Wijaya Karya (WIKA) selama kuartal 1 tahun 
ini naik signifikan. WIKA selama triwulan I tahun 2009 membukukan kenaikan laba 
bersih sebesar 27% menjadi Rp 45,19 miliar dibandingkan periode yang sama tahun 
sebelumnya sebesar Rp 36,16 miliar. Hal ini imbas dari naiknya pendapatan 
perseroan menjadi Rp 1,30 triliun 

Selain itu kenaikan kinerja WIKA ditunjang dari naiknya efisiensi operasional 
perseroan yang ditunjukkan dengan naiknya marjin laba usaha 

[ob] Schedule to watch - dipilih dipilih : )

2009-09-08 Terurut Topik mask_mft
link: http://in.reuters.com/article/oilRpt/idINJAK42900020090908

Indonesia-Market factors to watch Sept 8

Tue Sep 8, 2009 7:53am IST Email | Print | Share | Single Page [-] Text [+]

  JAKARTA, Sept 8 (Reuters) - Following is a list of events
in Indonesia as well as news stories and press reports which
may influence financial markets.

 (Reuters News welcomes your feedback and for any queries
please contact Sara Webb in Jakarta editorial on +6221 384 6364
or via email at sara.w...@thomsonreuters.com or on Reuters
messaging sara.webb.reuters@reuters.net)

 WHAT IS HAPPENING IN INDONESIA, LOCAL TIMES FOLLOWED BY GMT
 (The inclusion of diary items does not necessarily mean
that Reuters will cover the event)

 - Parliament is expected to pass electricity bill into law
[ID:nJAK489762]

 - Home lender PT Bank Tabungan Negara to hold a public
expose on loans, 1230 (0530)

 - Finance ministry debt swap, results expected around 1400
(0700 GMT)

 - Asset management firm Fortis Investments to hold a fast
breaking, 1600 (0900)

 - Construction firm PT Wijaya Karya Tbk (WIKA.JK: Quote, Profile, Research) to 
hold a fast breaking, 1630 (0930 GMT).

 PRESS DIGEST

 - ASTRA AGRO CPO PRODUCTION UP 6.4 PERCENT
 Indonesia's largest listed plantation firm PT Astra Agro
Lestari Tbk (AALI.JK: Quote, Profile, Research) said its crude palm oil 
production volume
rose 6.4 percent to 707,143 tonnes in January-August 2009 from
664,764 tonnes last year. (Investor Daily, Kontan)



[ob] invest jilid II

2009-09-08 Terurut Topik mask_mft
bener buat invest tp sampe kapan..?? hiks 

http://economy.okezone.com/read/2009/09/08/278/255714/wijaya-karya-raih-kontrak-rp500-miliar

Economy - Saham dan Valas

Wijaya Karya Raih Kontrak Rp500 Miliar
Selasa, 8 September 2009 - 19:33 wib
TEXT SIZE :  
Candra Setya Santoso - Okezone

foto: Heru Haryono/okezone.com
JAKARTA - PT Wijaya Karya Tbk (WIKA) meraih kontrak senilai Rp500 miliar untuk 
proyek PLTD Marine Fuel Oil (MFO) kapasitas (daya mampu netto) 40-50 megawatt 
milik PT Indonesia Power (IP) yang merupakan anak perusahaan PLN di 
Pasanggaran, Bali.

Hal tersebut disampaikan Direktur Utama WIKA Bintang Prabowo, saat ditemui 
wartawan, di sela-sela buka puasa, di The Bellagio Boutique Mall, Kuningan, 
Jakarta, Selasa (8/9/2009).

WIKA bertindak sebagai konsorsium leader dan bertanggung jawab dalam 
engineering (Civil) dan Procurement Main Equipment, Construction dan Erection 
dari pekerjaan pembangunan PLTD. Sedangkan Mirlindo bertindak sebagai anggota 
konsorsium yang bertanggung jawab dalam engineering (Mechanical dan 
Electrical), Procuremant Other, Equipment, Construction, dan Erection, 
Commisioning, Operation, and Maintance dari pekerjaan.

Perseroan selaku kontraktor utama akan menjalankan skema BOT (Build, Operate, 
Transfer) dalam kurun waktu sembilan tahun. Di mana WIKA akan membangun, 
mengoperasikan, melakukan maintanance, menyediakan pembangkit juga memelihara 
dan mengoperasi pembangkit sesuai dengan standard engineering.

Perseroan juga akan menyediakan pendanaan proyek, melakukan semua pekerjaan 
engineering, procurement dan construction (EPC), menyediakan LTSA (Long Term 
Supply Agreement) selama periode kontrak dan mentransfer aset pembangkit ke IP.

Sementara IP, selaku pemilik akan menyediakan lokasi untuk di sewa selama 
kontrak, bertanggung jawab dalam penangganan AMDAL dan menyediakan bahan bakar 
Marine Fuel Oil (MFO).

Ini merupakan salah satu proyek strategis yang berhasil kami dapatkan. Proyek 
ini akan menjamin pendapatan perseroan selama tahun ke depan, karena melaui 
skema BOT ini kami akan menjual listrik kepada Indonesia Power selaku pemilik 
proyek selama delapan tahun dan diharapkan akan memberikan nilai tambah kepada 
stakeholder, imbuhnya. (ade)



[ob] schedule news to watch - Reuters

2009-09-08 Terurut Topik mask_mft

Link: 
http://www.reuters.com/article/rbssIndustryMaterialsUtilitiesNews/idUSJAK49657120090909?sp=true

Indonesia-Market factors to watch Sept 9

Tue Sep 8, 2009 10:36pm EDT  Email | Print | Share | Reprints | Single Page [-] 
Text [+]

  JAKARTA, Sept 9 (Reuters) - Following is a list of events
in Indonesia as well as news stories and press reports which
may influence financial markets.
 (Reuters News welcomes your feedback and for any queries
please contact Sara Webb in Jakarta editorial on +6221 384 6364
or via email at sara.w...@thomsonreuters.com or on Reuters
messaging sara.webb.reuters@reuters.net)

 WHAT IS HAPPENING IN INDONESIA, LOCAL TIMES FOLLOWED BY GMT
 (The inclusion of diary items does not necessarily mean
that Reuters will cover the event)
 - The World Bank releases the findings of its report on the
cost of doing business in 183 different economies, 1000 (0300).
 - The central bank, Bank Indonesia, plans to hold its
weekly debt auction, results expected around 1530 (0830).
 - The second-largest mobile phone operator, Indosat, to
hold a fast breaking, 1600 (0900).
 PRESS DIGEST
 - INDONESIA APPLIES TAX REVENUES TO DEVELOP SUGAR SECTOR
 Indonesia's government will allocate some of its tax
revenues to finance three sugar factories in 2010. The funds
will be taken from either export or import duties applied to
agriculture commodities. (Kompas)
 - INCO'S FURNACE EXPLODES, PRODUCTION CONTINUES
 One out of four furnaces at PT International Nickel
Indonesia (INCO.JK) exploded on Monday, injuring a member of
staff. Company spokesman Tri Rachman Batara said the damage
would not affect targets. (Kompas, Kontan)
 Indonesia will start reconstruction next year of public
facilities and houses which were damaged in a quake last week,
the national development minister Paskah Suzetta said. The
number of refugees has risen to over 210,290 people. (Koran
Tempo, Kompas)

 - WIKA WINS NEW CONTRACTS WORTH 7.1 TRILLION RPH
 Indonesian construction firm PT Wijaya Karya Tbk (WIKA.JK)
has won new contracts worth 7.1 trillion rupiah ($711.1
million), putting its total order book at 14.85 trillion
rupiah, said Finance Director Ganda Kusuma. (Investor Daily)

 - BUSINESSES REJECT ELECTRICITY FEE INCREASE
 Indonesian businesses have rejected the government's plan
to increase electricity fees by an average of 30 percent in
2010 as it will decrease competitiveness, said M.S. Hidayat,
the head of Indonesia's Chamber of Commerce. (Investor Daily)
 - JAMSOSTEK TO INVEST IN BONDS THIS YEAR
 Indonesia's largest pension fund, PT Jamsostek, plans to
invest up to 4 trillion rupiah in bonds issued by state and
private firms over the rest of the year in a bid to gain higher
returns, said investment director Elvyn G Masasya. (Jakarta
Post, Kontan)
 - GOVERNMENT CONSIDERS HELP TO FIRMS IN TRADE DISPUTES
 The trade ministry, together with private firms, is setting
up a team of legal advisors comprising local and foreign
lawyers to help local businesses fighting against dumping
accusations from competitors overseas, said M.S. Hidayat,
chairman of Indonesia's chamber or commerce. (Jakarta Post)
 - EXTRA TROOPS SENT TO PAPUA TO SECURE FREEPORT
 About 600 soldiers have been sent to Timika, Papua, to help
step up security around Freeport McMoran Copper  Gold Inc's
(FCX.N) mining site after a series of attacks, said Papua
police spokesman Agus Rianto. (Jakarta Globe)
 - COAL EXPORTS TO INDIA SET TO RISE BY 23 PCT
 Indonesia has said it will gradually increase its coal
exports to India by 23 percent to 16 million tonnes this year,
said Energy Minister Purnomo Yusgiantoro. (Jakarta Globe)
MARKET SNAPSHOTS
 * Indonesia's index .JKSE rose 1.3 percent to its highest
level since Aug. 31, with gas distributor Perusahaan Gas Negara
(PGAS.JK) up 3.7 percent and state-owned miner Aneka Tambang
(ANTM.JK) up 9.8 percent.
 * U.S. stocks advanced on Tuesday on an uptick in corporate
deal activity, while the weak dollar led to gains in
commodities, lifting shares of oil and mining companies.[.N]
 * Oil prices rose 4.5 percent on Tuesday, their biggest
gain in nearly three weeks, as weakness in the U.S. dollar
fired up inflation fears and triggered a rush of buying across
commodities markets.[O/R]
 * For global market news, click on [MKTS/GLOB]
 * Malaysian crude palm oil futures rose 3.8 percent on
Tuesday, their biggest daily rise in percentage terms in five
weeks, ending a five-day losing streak as investors covered
their short positions, traders said. [POI/]
 * In Indonesia, the state marketing centre based in Jakarta
sold 9,000 tonnes of palm oil at a top price of 6,983 rupiah
per kg, against 6,866 rupiah on Monday. [OILS/TEND]
  * To see the top news on Indonesia's economy click on
[ID:nIDECONOMY]. For a take a look on the central bank click on
[ID:nIDCENBANK] and for bond market click on [ID:nIDBOND].
- MARKET SNAPSHOT @ 2318 GMT -
 INSTRUMENT   LAST   PCT CHG NET CHG
 SP 500 .SPX 

[ob] Re: 090909.....

2009-09-07 Terurut Topik mask_mft

90909 ultahnya elsa... Mudah2an bozz -nya baik hati mau kasih thr..hehe

Salam H2C (harap-harap climax)

--- In obrolan-bandar@yahoogroups.com, Aria Bela Nusa ariab...@... wrote:

 Tapi, kalo dijumlah2 : 09 + 09 + 2 + 0 + 0 + 9 = 29 = 1 + 1 = 2
 
 obayashi.





[ob] Wika?

2009-09-03 Terurut Topik mask_mft
Suhu, kapan ya wika ikutan terbang...?? BD-nya kurang sakti ya?? Terlalu 
fundamentalist neh..alias pake jurus tangan kosong-nya pak oen kek nya

Salam,
Sent from my BlackBerry®
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Re: [ob] Up Date WIKA

2009-09-03 Terurut Topik mask_mft

iya harus sabar..cuma gatel aja..banyak yg nahan2 hehehe.. keknya ttg perbaikan 
marjin ama pajak final pernah baca deh di media..cari2 dulu ah

salam, 
AS

--- In obrolan-bandar@yahoogroups.com, Bagus Putra Perdana disclosure@... 
wrote:

 momentum brother, its a forward looking play that is not too forward
 to be materialized. bottomline could be folding only by 1% Increase In
 the Net Margin. Their management also highly aware w this. Gross
 Margin 08 is  6.8% and we all noted that 08 was a pressure year to
 Construction because of high material expenses. Management hint that
 they are aiming an 8-10% Gross Margin for this year. Which i
 personally think is reasonable given 2007 Gross Margin is 8.8%.
 Materials is deflating this year. Their P  L should drastically
 improve. Blockade to the play is 3 % upfront tax on revenue and a
 relatively high valuation. Nonetheless i am putting it for 'domestic
 demand story' selections in my portfolio. not a quite much loading.
 But it might deliver element of 'surprises' should things go as
 management had hint. I prefer this counter go cheaper so i can scoop
 it as both a bargain and growth bet.
 
 On 9/4/09, gang...@... gang...@... wrote:
 
 
  Tur nuwun mbah … mau liat aja kayak apa sih yg dikejar sama ocoy  JT
 
  ROE mah biasa2 aja tuh …. Masih lbh ok PGAS yak ?
  Kalo bandingannya sama ADHI gimana Mbah (mahap tanya nya satu – satu )
 
  /