Re: [obrolan-bandar] BMRI Tp 1.7 x BV ( Rp 2650 )
best management in bank, still value hari ini top 3 semoga dpt cash flow dr bank lain (bnga n bdmn) 2009/2/18 Yanuar Mustofa yanuar.must...@yahoo.com thnks prof.. kemaren mau masuk takutnya turun lg...hehehehhe gw mau average down boss... bottomnya udah 1700 apa masih lower lg... gw ikut boss rei..buat long invest -- *From:* JsxTrader jsxtra...@yahoo.com *To:* obrolan-bandar@yahoogroups.com *Sent:* Wednesday, 18 February 2009 2:14:51 *Subject:* Re: [obrolan-bandar] BMRI Tp 1.7 x BV ( Rp 2650 ) kalau ngincer bmri kemarin wkt tes gap napa gak masuk? kalau sekarang sih tunggu close diatas 1740 deh. ASII kemarin juga test gap 10800...lari lagi tuh..., berikutnya yg ada gap BBCA.., coba aja ntar kita liat,di tes ngga.. JsxTrader.com -- *From:* Yanuar Mustofa yanuar.mustofa@ yahoo.com *To:* obrolan-bandar@ yahoogroups. com *Sent:* Wednesday, February 18, 2009 1:53:30 PM *Subject:* Re: [obrolan-bandar] BMRI Tp 1.7 x BV ( Rp 2650 ) bmri rada aneh nich..lap keunya blm keluar2... tapi TP tiap broker diatas 2300-an apa karena lap keunya bagus yaaa..makanya blm dimuncul2in. .atau malah jelek.. tp menurut terawangan gw sich bagus...katrena akan katrol sektor banking nanti.. pak JT...udah boleh mulai collect gak nehklo diliat dr sisi volume thnks again to prof JT -- *From:* simon bolenang simon_bolenang@ yahoo.com *To:* obrolan-bandar yahoogroups obrolan-bandar@ yahoogroups. com; saham yahoogroups sa...@yahoogroups. com *Sent:* Wednesday, 18 February 2009 12:07:58 *Subject:* [obrolan-bandar] BMRI Tp 1.7 x BV ( Rp 2650 ) *Bank Mandiri* *Bank Mandiri (BMRI IJ) is now Arief's top pick out of Indonesia.* He raised PO 17% to Rp 2,800 and lifts 2009-10 forecast bottom line by 12-29%. BMRI has successfully revolutionized its operation, strengthened risk management, and cleaned up loan portfolio over the last 4 years and these structural changes are set to deliver sustainable improvement in earnings and RoE. As Indonesia implements easing monetary and expansionary fiscal policies, Arief see 2009-10 earnings benefits from higher NIM, better than anticipated loan growth, and resilient economic growth hence lower loan loss provisions. * **Stock trades on 6.3x EPS and 1.1x P/BV '09. Arief thinks the bank worth 1.7x BV when market realize fears about relaps restructured loan in BMRI is out of place. * http://research1. ml.com/C/ ?q= V4ruqvv8RwrltljEpgr EYA%3D%3D r=eryadohttp://research1.ml.com/C/?q=V4ruqvv8RwrltljEpgrEYA%3D%3Dr=eryado -- Get your preferred Email name! http://sg.rd.yahoo.com/sg/mail/domainchoice/mail/signature/*http://mail.promotions.yahoo.com/newdomains/sg/ Now you can @ymail.com and @rocketmail. com. -- Get your preferred Email name! http://sg.rd.yahoo.com/sg/mail/domainchoice/mail/signature/*http://mail.promotions.yahoo.com/newdomains/sg/ Now you can @ymail.com and @rocketmail.com.
RE: [obrolan-bandar] BMRI Tp 1.7 x BV ( Rp 2650 )
Pak JT blom ngambil BBCA yahh? tadi khan dikasih tuuh di 2450. saya siih udah mungut2 dikit2 pak. udah masuk range beli. Tapi klo dikasi di 2400 siih beli lagi. sepertinya siih bakalan dikasih kali. Btw.Pak JT, postingan Pak Tasrul mengenai training tanggal 14-15 maret nanti, Pak JT jadi pembicara juga yahh?? Sm;)e From: obrolan-bandar@yahoogroups.com [mailto:obrolan-ban...@yahoogroups.com] On Behalf Of JsxTrader Sent: Wednesday, February 18, 2009 2:15 PM To: obrolan-bandar@yahoogroups.com Subject: Re: [obrolan-bandar] BMRI Tp 1.7 x BV ( Rp 2650 ) kalau ngincer bmri kemarin wkt tes gap napa gak masuk? kalau sekarang sih tunggu close diatas 1740 deh. ASII kemarin juga test gap 10800...lari lagi tuh..., berikutnya yg ada gap BBCA.., coba aja ntar kita liat,di tes ngga.. JsxTrader.com _ From: Yanuar Mustofa yanuar.must...@yahoo.com To: obrolan-bandar@yahoogroups.com Sent: Wednesday, February 18, 2009 1:53:30 PM Subject: Re: [obrolan-bandar] BMRI Tp 1.7 x BV ( Rp 2650 ) bmri rada aneh nich..lap keunya blm keluar2... tapi TP tiap broker diatas 2300-an apa karena lap keunya bagus yaaa..makanya blm dimuncul2in..atau malah jelek.. tp menurut terawangan gw sich bagus...katrena akan katrol sektor banking nanti.. pak JT...udah boleh mulai collect gak nehklo diliat dr sisi volume thnks again to prof JT _ From: simon bolenang simon_bolen...@yahoo.com To: obrolan-bandar yahoogroups obrolan-bandar@yahoogroups.com; saham yahoogroups sa...@yahoogroups.com Sent: Wednesday, 18 February 2009 12:07:58 Subject: [obrolan-bandar] BMRI Tp 1.7 x BV ( Rp 2650 ) Bank Mandiri Bank Mandiri (BMRI IJ) is now Arief?s top pick out of Indonesia. He raised PO 17% to Rp 2,800 and lifts 2009-10 forecast bottom line by 12-29%. BMRI has successfully revolutionized its operation, strengthened risk management, and cleaned up loan portfolio over the last 4 years and these structural changes are set to deliver sustainable improvement in earnings and RoE. As Indonesia implements easing monetary and expansionary fiscal policies, Arief see 2009-10 earnings benefits from higher NIM, better than anticipated loan growth, and resilient economic growth hence lower loan loss provisions. Stock trades on 6.3x EPS and 1.1x P/BV '09. Arief thinks the bank worth 1.7x BV when market realize fears about relaps restructured loan in BMRI is out of place. http://research1.ml.com/C/?q=V4ruqvv8RwrltljEpgrEYA%3D%3Dr=eryado http://research1. ml.com/C/ ?q= V4ruqvv8RwrltljEpgr EYA%3D%3D r=eryado _ Get your preferred Email name! http://sg.rd.yahoo.com/sg/mail/domainchoice/mail/signature/*http:/mail.prom otions.yahoo.com/newdomains/sg/ Now you can @ymail.com and @rocketmail.com. image001.jpgimage002.jpg
Re: [obrolan-bandar] BMRI Tp 1.7 x BV ( Rp 2650 )
Belum.., td nawarnya kemurahan, Abis kirain mau dipentoeng dulu ke 2400, taunya gak dikasih..., hehe.. Sent from my BlackBerry® powered by ISAT -Original Message- From: rad10 ru54k tv.k...@gmail.com Date: Wed, 18 Feb 2009 23:04:33 To: obrolan-bandar@yahoogroups.com Subject: RE: [obrolan-bandar] BMRI Tp 1.7 x BV ( Rp 2650 ) Pak JT blom ngambil BBCA yahh? tadi khan dikasih tuuh di 2450. saya siih udah mungut2 dikit2 pak. udah masuk range beli. Tapi klo dikasi di 2400 siih beli lagi. sepertinya siih bakalan dikasih kali. Btw.Pak JT, postingan Pak Tasrul mengenai training tanggal 14-15 maret nanti, Pak JT jadi pembicara juga yahh?? Sm;)e From: obrolan-bandar@yahoogroups.com [mailto:obrolan-ban...@yahoogroups.com] On Behalf Of JsxTrader Sent: Wednesday, February 18, 2009 2:15 PM To: obrolan-bandar@yahoogroups.com Subject: Re: [obrolan-bandar] BMRI Tp 1.7 x BV ( Rp 2650 ) kalau ngincer bmri kemarin wkt tes gap napa gak masuk? kalau sekarang sih tunggu close diatas 1740 deh. ASII kemarin juga test gap 10800...lari lagi tuh..., berikutnya yg ada gap BBCA.., coba aja ntar kita liat,di tes ngga.. JsxTrader.com _ From: Yanuar Mustofa yanuar.must...@yahoo.com To: obrolan-bandar@yahoogroups.com Sent: Wednesday, February 18, 2009 1:53:30 PM Subject: Re: [obrolan-bandar] BMRI Tp 1.7 x BV ( Rp 2650 ) bmri rada aneh nich..lap keunya blm keluar2... tapi TP tiap broker diatas 2300-an apa karena lap keunya bagus yaaa..makanya blm dimuncul2in..atau malah jelek.. tp menurut terawangan gw sich bagus...katrena akan katrol sektor banking nanti.. pak JT...udah boleh mulai collect gak nehklo diliat dr sisi volume thnks again to prof JT _ From: simon bolenang simon_bolen...@yahoo.com To: obrolan-bandar yahoogroups obrolan-bandar@yahoogroups.com; saham yahoogroups sa...@yahoogroups.com Sent: Wednesday, 18 February 2009 12:07:58 Subject: [obrolan-bandar] BMRI Tp 1.7 x BV ( Rp 2650 ) Bank Mandiri Bank Mandiri (BMRI IJ) is now Arief?s top pick out of Indonesia. He raised PO 17% to Rp 2,800 and lifts 2009-10 forecast bottom line by 12-29%. BMRI has successfully revolutionized its operation, strengthened risk management, and cleaned up loan portfolio over the last 4 years and these structural changes are set to deliver sustainable improvement in earnings and RoE. As Indonesia implements easing monetary and expansionary fiscal policies, Arief see 2009-10 earnings benefits from higher NIM, better than anticipated loan growth, and resilient economic growth hence lower loan loss provisions. Stock trades on 6.3x EPS and 1.1x P/BV '09. Arief thinks the bank worth 1.7x BV when market realize fears about relaps restructured loan in BMRI is out of place. http://research1.ml.com/C/?q=V4ruqvv8RwrltljEpgrEYA%3D%3Dr=eryado http://research1. ml.com/C/ ?q= V4ruqvv8RwrltljEpgr EYA%3D%3D r=eryado _ Get your preferred Email name! http://sg.rd.yahoo.com/sg/mail/domainchoice/mail/signature/*http:/mail.prom otions.yahoo.com/newdomains/sg/ Now you can @ymail.com and @rocketmail.com.
RE: [obrolan-bandar] BMRI Tp 1.7 x BV ( Rp 2650 )
Oh….kirain td dah sempat mungut… Tadinya siih sy juga mau ngantri di 2400 or 2425, tapi takutnya di toel doank… Klo di toel doank gak mungkin dapat.. yah udah lah 2450 jua udah murah. Hehee…. Klo 2400 dijebolin, next support di berapa pak?? From: obrolan-bandar@yahoogroups.com [mailto:obrolan-ban...@yahoogroups.com] On Behalf Of JT Sent: Wednesday, February 18, 2009 11:20 PM To: obrolan-bandar@yahoogroups.com Subject: Re: [obrolan-bandar] BMRI Tp 1.7 x BV ( Rp 2650 ) Belum.., td nawarnya kemurahan, Abis kirain mau dipentoeng dulu ke 2400, taunya gak dikasih..., hehe.. Sent from my BlackBerry® powered by ISAT _ From: rad10 ru54k Date: Wed, 18 Feb 2009 23:04:33 +0700 To: obrolan-bandar@yahoogroups.com Subject: RE: [obrolan-bandar] BMRI Tp 1.7 x BV ( Rp 2650 ) Pak JT blom ngambil BBCA yahh? tadi khan dikasih tuuh di 2450. saya siih udah mungut2 dikit2 pak… udah masuk range beli. Tapi klo dikasi di 2400 siih beli lagi… sepertinya siih bakalan dikasih kali… Btw…Pak JT, postingan Pak Tasrul mengenai training tanggal 14-15 maret nanti, Pak JT jadi pembicara juga yahh?? Sm;)e From: obrolan-bandar@yahoogroups.com [mailto:obrolan-ban...@yahoogroups.com] On Behalf Of JsxTrader Sent: Wednesday, February 18, 2009 2:15 PM To: obrolan-bandar@yahoogroups.com Subject: Re: [obrolan-bandar] BMRI Tp 1.7 x BV ( Rp 2650 ) kalau ngincer bmri kemarin wkt tes gap napa gak masuk? kalau sekarang sih tunggu close diatas 1740 deh. ASII kemarin juga test gap 10800...lari lagi tuh..., berikutnya yg ada gap BBCA.., coba aja ntar kita liat,di tes ngga.. JsxTrader.com _ From: Yanuar Mustofa yanuar.must...@yahoo.com To: obrolan-bandar@yahoogroups.com Sent: Wednesday, February 18, 2009 1:53:30 PM Subject: Re: [obrolan-bandar] BMRI Tp 1.7 x BV ( Rp 2650 ) bmri rada aneh nich..lap keunya blm keluar2... tapi TP tiap broker diatas 2300-an apa karena lap keunya bagus yaaa..makanya blm dimuncul2in..atau malah jelek.. tp menurut terawangan gw sich bagus...katrena akan katrol sektor banking nanti.. pak JT...udah boleh mulai collect gak nehklo diliat dr sisi volume thnks again to prof JT _ From: simon bolenang simon_bolen...@yahoo.com To: obrolan-bandar yahoogroups obrolan-bandar@yahoogroups.com; saham yahoogroups sa...@yahoogroups.com Sent: Wednesday, 18 February 2009 12:07:58 Subject: [obrolan-bandar] BMRI Tp 1.7 x BV ( Rp 2650 ) Bank Mandiri Bank Mandiri (BMRI IJ) is now Arief’s top pick out of Indonesia. He raised PO 17% to Rp 2,800 and lifts 2009-10 forecast bottom line by 12-29%. BMRI has successfully revolutionized its operation, strengthened risk management, and cleaned up loan portfolio over the last 4 years and these structural changes are set to deliver sustainable improvement in earnings and RoE. As Indonesia implements easing monetary and expansionary fiscal policies, Arief see 2009-10 earnings benefits from higher NIM, better than anticipated loan growth, and resilient economic growth hence lower loan loss provisions. Stock trades on 6.3x EPS and 1.1x P/BV '09. Arief thinks the bank worth 1.7x BV when market realize fears about relaps restructured loan in BMRI is out of place. http://research1.ml.com/C/?q=V4ruqvv8RwrltljEpgrEYA%3D%3Dr=eryado http://research1. ml.com/C/ ?q= V4ruqvv8RwrltljEpgr EYA%3D%3D r=eryado _ Get your preferred Email name! http://sg.rd.yahoo.com/sg/mail/domainchoice/mail/signature/*http:/mail.promotions.yahoo.com/newdomains/sg/ Now you can @ymail.com and @rocketmail.com. image001.jpgimage002.jpg
Re: [obrolan-bandar] BMRI Tp 1.7 x BV ( Rp 2650 )
bmri rada aneh nich..lap keunya blm keluar2... tapi TP tiap broker diatas 2300-an apa karena lap keunya bagus yaaa..makanya blm dimuncul2in..atau malah jelek.. tp menurut terawangan gw sich bagus...katrena akan katrol sektor banking nanti.. pak JT...udah boleh mulai collect gak neh...klo diliat dr sisi volume thnks again to prof JT From: simon bolenang simon_bolen...@yahoo.com To: obrolan-bandar yahoogroups obrolan-bandar@yahoogroups.com; saham yahoogroups sa...@yahoogroups.com Sent: Wednesday, 18 February 2009 12:07:58 Subject: [obrolan-bandar] BMRI Tp 1.7 x BV ( Rp 2650 ) Bank Mandiri Bank Mandiri (BMRI IJ) is now Arief’s top pick out of Indonesia. He raised PO 17% to Rp 2,800 and lifts 2009-10 forecast bottom line by 12-29%. BMRI has successfully revolutionized its operation, strengthened risk management, and cleaned up loan portfolio over the last 4 years and these structural changes are set to deliver sustainable improvement in earnings and RoE. As Indonesia implements easing monetary and expansionary fiscal policies, Arief see 2009-10 earnings benefits from higher NIM, better than anticipated loan growth, and resilient economic growth hence lower loan loss provisions. Stock trades on 6.3x EPS and 1.1x P/BV '09. Arief thinks the bank worth 1.7x BV when market realize fears about relaps restructured loan in BMRI is out of place. http://research1. ml.com/C/ ?q= V4ruqvv8RwrltljEpgr EYA%3D%3D r=eryado New Email names for you! Get the Email name you#39;ve always wanted on the new @ymail and @rocketmail. Hurry before someone else does! http://mail.promotions.yahoo.com/newdomains/sg/
Re: [obrolan-bandar] BMRI Tp 1.7 x BV ( Rp 2650 )
kalau ngincer bmri kemarin wkt tes gap napa gak masuk? kalau sekarang sih tunggu close diatas 1740 deh. ASII kemarin juga test gap 10800...lari lagi tuh..., berikutnya yg ada gap BBCA.., coba aja ntar kita liat,di tes ngga. JsxTrader.com From: Yanuar Mustofa yanuar.must...@yahoo.com To: obrolan-bandar@yahoogroups.com Sent: Wednesday, February 18, 2009 1:53:30 PM Subject: Re: [obrolan-bandar] BMRI Tp 1.7 x BV ( Rp 2650 ) bmri rada aneh nich..lap keunya blm keluar2... tapi TP tiap broker diatas 2300-an apa karena lap keunya bagus yaaa..makanya blm dimuncul2in..atau malah jelek.. tp menurut terawangan gw sich bagus...katrena akan katrol sektor banking nanti.. pak JT...udah boleh mulai collect gak neh...klo diliat dr sisi volume thnks again to prof JT From: simon bolenang simon_bolen...@yahoo.com To: obrolan-bandar yahoogroups obrolan-bandar@yahoogroups.com; saham yahoogroups sa...@yahoogroups.com Sent: Wednesday, 18 February 2009 12:07:58 Subject: [obrolan-bandar] BMRI Tp 1.7 x BV ( Rp 2650 ) Bank Mandiri Bank Mandiri (BMRI IJ) is now Arief’s top pick out of Indonesia. He raised PO 17% to Rp 2,800 and lifts 2009-10 forecast bottom line by 12-29%.. BMRI has successfully revolutionized its operation, strengthened risk management, and cleaned up loan portfolio over the last 4 years and these structural changes are set to deliver sustainable improvement in earnings and RoE. As Indonesia implements easing monetary and expansionary fiscal policies, Arief see 2009-10 earnings benefits from higher NIM, better than anticipated loan growth, and resilient economic growth hence lower loan loss provisions. Stock trades on 6.3x EPS and 1.1x P/BV '09. Arief thinks the bank worth 1.7x BV when market realize fears about relaps restructured loan in BMRI is out of place. http://research1. ml.com/C/ ?q= V4ruqvv8RwrltljEpgr EYA%3D%3D r=eryado Get your preferred Email name! Now you can @ymail.com and @rocketmail.com.
Re: [obrolan-bandar] BMRI Tp 1.7 x BV ( Rp 2650 )
thnks prof.. kemaren mau masuk takutnya turun lg...hehehehhe gw mau average down boss... bottomnya udah 1700 apa masih lower lg... gw ikut boss rei..buat long invest From: JsxTrader jsxtra...@yahoo.com To: obrolan-bandar@yahoogroups.com Sent: Wednesday, 18 February 2009 2:14:51 Subject: Re: [obrolan-bandar] BMRI Tp 1.7 x BV ( Rp 2650 ) kalau ngincer bmri kemarin wkt tes gap napa gak masuk? kalau sekarang sih tunggu close diatas 1740 deh. ASII kemarin juga test gap 10800...lari lagi tuh..., berikutnya yg ada gap BBCA.., coba aja ntar kita liat,di tes ngga.. JsxTrader.com From: Yanuar Mustofa yanuar.mustofa@ yahoo.com To: obrolan-bandar@ yahoogroups. com Sent: Wednesday, February 18, 2009 1:53:30 PM Subject: Re: [obrolan-bandar] BMRI Tp 1.7 x BV ( Rp 2650 ) bmri rada aneh nich..lap keunya blm keluar2... tapi TP tiap broker diatas 2300-an apa karena lap keunya bagus yaaa..makanya blm dimuncul2in. .atau malah jelek.. tp menurut terawangan gw sich bagus...katrena akan katrol sektor banking nanti.. pak JT...udah boleh mulai collect gak nehklo diliat dr sisi volume thnks again to prof JT From: simon bolenang simon_bolenang@ yahoo.com To: obrolan-bandar yahoogroups obrolan-bandar@ yahoogroups. com; saham yahoogroups sa...@yahoogroups. com Sent: Wednesday, 18 February 2009 12:07:58 Subject: [obrolan-bandar] BMRI Tp 1.7 x BV ( Rp 2650 ) Bank Mandiri Bank Mandiri (BMRI IJ) is now Arief’s top pick out of Indonesia. He raised PO 17% to Rp 2,800 and lifts 2009-10 forecast bottom line by 12-29%. BMRI has successfully revolutionized its operation, strengthened risk management, and cleaned up loan portfolio over the last 4 years and these structural changes are set to deliver sustainable improvement in earnings and RoE. As Indonesia implements easing monetary and expansionary fiscal policies, Arief see 2009-10 earnings benefits from higher NIM, better than anticipated loan growth, and resilient economic growth hence lower loan loss provisions. Stock trades on 6.3x EPS and 1.1x P/BV '09. Arief thinks the bank worth 1.7x BV when market realize fears about relaps restructured loan in BMRI is out of place. http://research1. ml.com/C/ ?q= V4ruqvv8RwrltljEpgr EYA%3D%3D r=eryado Get your preferred Email name! Now you can @ymail.com and @rocketmail. com. New Email names for you! Get the Email name you#39;ve always wanted on the new @ymail and @rocketmail. Hurry before someone else does! http://mail.promotions.yahoo.com/newdomains/sg/
Re: [obrolan-bandar] BMRI Tp 1.7 x BV ( Rp 2650 )
Biasa banget.., turun kabur, naik dikejar2 hahaha..., tuh berani kejar bumi gak?? Sent from my BlackBerry® powered by ISAT -Original Message- From: Yanuar Mustofa yanuar.must...@yahoo.com Date: Wed, 18 Feb 2009 15:19:00 To: obrolan-bandar@yahoogroups.com Subject: Re: [obrolan-bandar] BMRI Tp 1.7 x BV ( Rp 2650 ) thnks prof.. kemaren mau masuk takutnya turun lg...hehehehhe gw mau average down boss... bottomnya udah 1700 apa masih lower lg... gw ikut boss rei..buat long invest From: JsxTrader jsxtra...@yahoo.com To: obrolan-bandar@yahoogroups.com Sent: Wednesday, 18 February 2009 2:14:51 Subject: Re: [obrolan-bandar] BMRI Tp 1.7 x BV ( Rp 2650 ) kalau ngincer bmri kemarin wkt tes gap napa gak masuk? kalau sekarang sih tunggu close diatas 1740 deh. ASII kemarin juga test gap 10800...lari lagi tuh..., berikutnya yg ada gap BBCA.., coba aja ntar kita liat,di tes ngga.. JsxTrader.com From: Yanuar Mustofa yanuar.mustofa@ yahoo.com To: obrolan-bandar@ yahoogroups. com Sent: Wednesday, February 18, 2009 1:53:30 PM Subject: Re: [obrolan-bandar] BMRI Tp 1.7 x BV ( Rp 2650 ) bmri rada aneh nich..lap keunya blm keluar2... tapi TP tiap broker diatas 2300-an apa karena lap keunya bagus yaaa..makanya blm dimuncul2in. .atau malah jelek.. tp menurut terawangan gw sich bagus...katrena akan katrol sektor banking nanti.. pak JT...udah boleh mulai collect gak nehklo diliat dr sisi volume thnks again to prof JT From: simon bolenang simon_bolenang@ yahoo.com To: obrolan-bandar yahoogroups obrolan-bandar@ yahoogroups. com; saham yahoogroups sa...@yahoogroups. com Sent: Wednesday, 18 February 2009 12:07:58 Subject: [obrolan-bandar] BMRI Tp 1.7 x BV ( Rp 2650 ) Bank Mandiri Bank Mandiri (BMRI IJ) is now Arief’s top pick out of Indonesia. He raised PO 17% to Rp 2,800 and lifts 2009-10 forecast bottom line by 12-29%. BMRI has successfully revolutionized its operation, strengthened risk management, and cleaned up loan portfolio over the last 4 years and these structural changes are set to deliver sustainable improvement in earnings and RoE. As Indonesia implements easing monetary and expansionary fiscal policies, Arief see 2009-10 earnings benefits from higher NIM, better than anticipated loan growth, and resilient economic growth hence lower loan loss provisions. Stock trades on 6.3x EPS and 1.1x P/BV '09. Arief thinks the bank worth 1.7x BV when market realize fears about relaps restructured loan in BMRI is out of place. http://research1. ml.com/C/ ?q= V4ruqvv8RwrltljEpgr EYA%3D%3D r=eryado Get your preferred Email name! Now you can @ymail.com and @rocketmail. com. New Email names for you! Get the Email name you#39;ve always wanted on the new @ymail and @rocketmail. Hurry before someone else does! http://mail.promotions.yahoo.com/newdomains/sg/
Re: [obrolan-bandar] BMRI Tp 1.7 x BV ( Rp 2650 )
Ada impact obama tanda tangan paket stimulus ke banking di indo ngak ya ? Beberapa banking di asia mulai colaps. Takut mrembet ke indo. Bmri sempat saya CL setengah karenba agak-agak ngeri deh. Sempat turun ke 1700 kmaren Mohon pencerahan senior lebih lanjut ttg bmri ato banking nih thanks TY On 2/18/09, Yanuar Mustofa yanuar.must...@yahoo.com wrote: bmri rada aneh nich..lap keunya blm keluar2... tapi TP tiap broker diatas 2300-an apa karena lap keunya bagus yaaa..makanya blm dimuncul2in..atau malah jelek.. tp menurut terawangan gw sich bagus...katrena akan katrol sektor banking nanti.. pak JT...udah boleh mulai collect gak neh...klo diliat dr sisi volume thnks again to prof JT From: simon bolenang simon_bolen...@yahoo.com To: obrolan-bandar yahoogroups obrolan-bandar@yahoogroups.com; saham yahoogroups sa...@yahoogroups.com Sent: Wednesday, 18 February 2009 12:07:58 Subject: [obrolan-bandar] BMRI Tp 1.7 x BV ( Rp 2650 ) Bank Mandiri Bank Mandiri (BMRI IJ) is now Arief's top pick out of Indonesia. He raised PO 17% to Rp 2,800 and lifts 2009-10 forecast bottom line by 12-29%. BMRI has successfully revolutionized its operation, strengthened risk management, and cleaned up loan portfolio over the last 4 years and these structural changes are set to deliver sustainable improvement in earnings and RoE. As Indonesia implements easing monetary and expansionary fiscal policies, Arief see 2009-10 earnings benefits from higher NIM, better than anticipated loan growth, and resilient economic growth hence lower loan loss provisions. Stock trades on 6.3x EPS and 1.1x P/BV '09. Arief thinks the bank worth 1.7x BV when market realize fears about relaps restructured loan in BMRI is out of place. http://research1. ml.com/C/ ?q= V4ruqvv8RwrltljEpgr EYA%3D%3D r=eryado New Email names for you! Get the Email name you#39;ve always wanted on the new @ymail and @rocketmail. Hurry before someone else does! http://mail.promotions.yahoo.com/newdomains/sg/ -- Sent from my 8830 CDMA - BlackBerry
