[ob] HEXA TP 5500

Quoted from daily KK :   Hexindo Adiperkasa (HEXA) Manajemen perseroan mengabarkan HEXA menjual 206 unit alat berat di bulan Maret 2010 atau lebih tinggi dari indikasi awal mereka. Penjualan tersebut mencerminkan kenaikan 5 x lipat lebih dari penjulan di bulan Feb 2009 (38 unit) dan naik 31%

[ob] HEXA KZ Rp4,600... KK Rp5,500

Research Today: Hexindo Adiperkasa (HEXA IJ) update   Vera takes a look at HEXA, the distributor of Hitachi heavy-equipment smaller version of United Tractor’s Pama (Komatsu) division.  HEXA continues to deliver strong performance.  Feb2010 sales saw 157 units of heavy equipment up by 66%

Re: [ob] Rapot DOID jeblok???

kan dikasih asterik pak sama mereka...konsolidasi BUMA baru mulai bulan Nov 2009. Kalau dua bulan aja Pendapatan bisa 6 T dan laba usaha 1,2 T gimana nanti kalau dikonsolidasi penuh 1 tahun. laba 2009 jelek juga karena banyak penghapusan bisnis lama ..yaitu aset properti. Nanti kita liat

[ob] BWPT 1100 by CL

Good Morning,   Indonesia continues to see strong institutional inflow.  Index now testing the pre-lehman high levels.  Despite such impressive performance the JCI remains the cheapest Asean market (with the exception of Thailand) at 11.7x 2011 but yet churning by far the highest ROE of 25%.  

Re: [ob] DOID tidak Rights Issue

:51 AM   many thanks Pak Herman for sharing. I luv that --- On Mon, 3/15/10, M Herman hermanlatief@ yahoo.com wrote: From: M Herman hermanlatief@ yahoo.com Subject: [ob] DOID tidak Rights Issue To: obrolan-bandar@ yahoogroups. com Date: Monday, March 15, 2010, 2:19 AM   Research

[ob] watch BIPI siapa tahu naik udah konfirmasi beli ELSA

http://www.detikfinance.com/read/2010/03/14/184636/1318023/6/benakat-rampungkan-pembelian-saham-elsa-milik-tridaya

[ob] BIPI closing beli ELSA !!!

Ini info dari broker saya...BIPI udah closing beli ELSA..perhatikan transaksi crossing ELSA lewat sinarmas (DH)..itu nilainya sama dengan 37% saham ELSA diharga 330 (896 milyar). Siapa tahu masih bisa dapet cuan ...

Re: [ob] BIPI

gak apa2 255 dulu..abis itu ke 500 (ngarep mode on ) --- On Fri, 3/5/10, aki.lov...@yahoo.com aki.lov...@yahoo.com wrote: From: aki.lov...@yahoo.com aki.lov...@yahoo.com Subject: Re: [ob] BIPI To: noto prawiro nt...@yahoo.com, obrolan-bandar@yahoogroups.com Date: Friday, March 5, 2010, 2:20

Re: [ob] Warrant bumi (tidak benar)

dokumennya palsu...ini saya dapet komen dari Investor relations bumi yg dikirim oleh broker saya..   We do not know of any warrant issued by Bumi. Both your attentions are drawn to our corporate announcement on 27 Jan '10 - 'Bumi Resources Reiterates Information Sharing Policy to Eliminate

[ob] HEXA TP raised to 4600 by CLSA

Capturing momentum We raised our volume assumptions by 17-32% as demand picks up thus, upgrade earnings by 13% for 2010-2011. We expect margin recovery, in addition to volume growth to help boosting earnings, up 48% YoY, in 2010. Hexindo offers over 40% ROAE, 34% CAGR EPS growth, while still

[ob] HEXA masuk LQ45

Di web BEJ : HEXA masuk LQ-45 menggantikan pnbn... artinya danapensiun ,jamsostek dan FM yang hanya mau beli saham LQ45 udah boleh beli hexa  btw laba bersih 9bulan (akhir des 09) naik 22%

Re: [ob] HEXA masuk LQ45

:   Welldone HEXA. One of our best LOW RISK stock to pick from week 2 des 2009-week 3 januari 2010. with kind regards hepisaham Buy only Stock when HEPI RISK LEVEL is LOW Powered by Risk Based Trading System (RBTS) Facebook : hepisaham From: M Herman hermanlatief@ yahoo.com Date: Sun, 31 Jan 2010 17

[ob] TRIM

ada yang tahu rumor TRIM ...kok jadi rame ya udah 2 hari ...

[ob] DOID top pick CLSA

Research Today: Coal support companies update - DOID top pick Analyst Olie revisits the three coal support companies – United Tractors (UNTR), Delta Dunia (DOID) and Hexindo (HEXA).  All three did better than expected in 2H09 as volume recovered by an average of 20% to 100% HoH.   Olie has

[ob] DOID masih lanjut gak besok...?

Kamis, 21/01/2010 18:29 WIB Delta Dunia Gandeng Darma Henwa Garap Tambang Whery Enggo Prayogi - detikFinance (foto: dok detikFinance) Jakarta - PT Delta Dunia Makmur Tbk (DOID) melalui anak usahanya, PT Bukit Makmur Mandiri Utama (Buma) telah menandatangani Head of Agreements (HoA)

Re: [ob] DOID masih lanjut gak besok...?

. Sent from my XL BlackBerry® Effort only fully releases its reward after a person refuses to quit.+++ Things may come to those who wait, but only the things left by those who hustle.+++ From: M Herman hermanlatief@ yahoo.com Date: Thu, 21 Jan 2010 03:43:27 -0800 (PST) To: obrolan-bandar

Re: [ob] DOID masih lanjut gak besok...?

lupa saya bilang...harusnya liat aja forecast analis untuk laba bersih 2010..karena itu baru kelihatan full impact dari akuisis Buma --- On Thu, 1/21/10, M Herman hermanlat...@yahoo.com wrote: From: M Herman hermanlat...@yahoo.com Subject: Re: [ob] DOID masih lanjut gak besok...? To: obrolan

Re: Bls: [ob] BNBR makin nyungsep aja...

temen saya juga diperingatin brokernya on BNBR ( Bikin Nyungsep Baru Rasain)  :) --- On Thu, 1/21/10, lkm jkt lkm...@gmail.com wrote: From: lkm jkt lkm...@gmail.com Subject: Re: Bls: [ob] BNBR makin nyungsep aja... To: obrolan-bandar@yahoogroups.com Date: Thursday, January 21, 2010, 9:53 PM  

[ob] JANGAN JUAL HEXA ANDA !!!

Selain fundamental yg sangat baik  ( HEXA merupakan distributor alat berat no 2 dengan valuasi PER 8.2x dibanding UNTR 17x)..ada info Hitachi Construction Machinery Japan dan Itochu (keduanya pegang total 78% saham HEXA) sedang menggodok rencana menjadikan HEXA bagian (unit) dari PT . Hitachi

Re: [ob] JANGAN JUAL HEXA ANDA !!!

BDnya HEXA :) dari history, saham spt ini akan sampai di 4300... memang valuasinya berapa pak? 2010/1/19 M Herman hermanlatief@ yahoo.com   Selain fundamental yg sangat baik  ( HEXA merupakan distributor alat berat no 2 dengan valuasi PER 8.2x dibanding UNTR 17x)..ada info Hitachi

Re: [ob] JANGAN JUAL HEXA ANDA !!!

Herman, saya perhatikan suka kasi stock pick saham2 yg fundamental bagus. Selain HEXA dan DOID, ada rekomendasi lain lagi ga pak? thanks. --- In obrolan-bandar@ yahoogroups. com, M Herman hermanlatief@ ... wrote: saya cuma punya dikit pak (uang gak cukup buat jadi bandar)...saya juga heran

[ob] DOID clarification on DEWA (broker CC)

DOID mentioned that they have signed a Heads of Agreement with DEWA with regards to a subcontracting agreement on certain KPC and Arutmin contracts subject to conditions such as seniority of payments (ie preference above lenders). Note that, this presents upside risk, which has not been

Re: [ob] DOID clarification on DEWA (broker CC)

Herman,   Maksudnya gimana nih? DEWA will fly or nyungsep? From: M Herman hermanlatief@ yahoo.com To: obrolan-bandar@ yahoogroups. com Sent: Thu, January 14, 2010 10:10:32 AM Subject: [ob] DOID clarification on DEWA (broker CC)   DOID mentioned that they have signed a Heads of Agreement

Re: [ob] DOID clarification on DEWA (broker CC)

dimaksud 'fundamental harusnya naik' itu adalah DEWA or DOID? Ma'ap   Thanking in advance ya Pak atas kesabarannya menjelaskan. From: M Herman hermanlatief@ yahoo.com To: obrolan-bandar@ yahoogroups. com Sent: Thu, January 14, 2010 10:28:59 AM Subject: Re: [ob] DOID clarification on DEWA

[ob] rumors on DOID

Extensive talks between the two companies’ top management suggests that ADRO would allocate more contract mining work to Buma (DOID’s subsidiary, which is now 2nd largest contractor for ADRO) in the future. This is especially for BHPBs Maruwai coal project if ADRO wins its bid. Buma will

Re: [ob] DOID Delta Makmur kaji beli kontrak KPC Satu skema yang mungkin dilaksanakan adalah akuisisi Dewa

Balik ke atas 2000 dong DOIDnya :) --- On Sun, 1/3/10, TimurLaut i4...@yahoo.com wrote: From: TimurLaut i4...@yahoo.com Subject: Re: [ob] DOID Delta Makmur kaji beli kontrak KPC Satu skema yang mungkin dilaksanakan adalah akuisisi Dewa To: obrolan-bandar@yahoogroups.com

Re: [ob] DOID Delta Makmur kaji beli kontrak KPC Satu skema yang mungkin dilaksanakan adalah akuisisi Dewa

, 8:51 AM   bumi lepas dewa masih make sense, kalo lepas KPC buzzeettt serem... DOID pake duit dari mana lagi ya buat belanja ? serius nanya nih emang beneran ga punya clue... Dario Amran --- Pada Sen, 4/1/10, M Herman hermanlatief@ yahoo.com menulis: Dari: M Herman hermanlatief

Re: Bls: [ob] Sri Mulyani Mundur Bisa Negatif untuk Pasar Saham

menurut saya kalau ibu sri mundur  saham2 b7 naik (bobot di index gak besar paling total 8%)  ..tapi saham big cap kayak pgas tlkm asii dan perbankan turun (bisa 70% bobotnya di index) ...net impact ya IHSG turun --- On Tue, 12/15/09, dario kurniawan darioamran1...@yahoo.co.id wrote: From:

[ob] isu kabinet pecah...gimana nih ke market

http://www.detiknews.com/read/2009/12/11/124441/1258474/10/pusing-mikir-industri-pertahanan-menhan-tak-tahu-isu-kabinet-pecah   

Re: Bls: [ob] isu kabinet pecah...gimana nih ke market

  Pemerintahan SBY ada indikasi diganggu secara sistimatik.. ..mulai KPK--Centurymulai lagi isu kabinet...padahal masa pemerintahan blum 3 bulan berjalan saya optimis orang baik pasti menang...  Dario Amran Dari: M Herman hermanlatief@ yahoo.com Kepada: obrolan-bandar

Re: [ob] Daily CL...HEXA new coverage TP 4150

Date: Wednesday, December 9, 2009, 3:12 AM   Pak Herman ini Jenderal juga ya? kaya Jenderal Arto.Banyak ammo nya.    Jam 11.16.24 tadi HEXA masih 2775.   Punten, apa lagi ya pak? BMTR boleh nggak Pak? From: M Herman hermanlatief@ yahoo.com To: obrolan-bandar@ yahoogroups. com Sent

[ob] Daily CL...HEXA new coverage TP 4150

Good morning. There has been talk about big rallies in Jakarta today as 11 public demonstrations are scheduled to mark the International Anti-Corruption Day.   Interestingly, despite earlier remarks that today’s rallies against corruption could potentially be hijacked by rogue elements,

[ob] update CB BUMI dari RX

Event · Bumi has announced that it is raising a US$300m convertible bond at a 5% coupon and 30% conversion premium. The conversion premium is based on the average 3-day trading price from 20 November 2009.   Impact · Relatively cheap finance. We are surprised at the low cost

[ob] BKSL dan BORR

Jalan toll Bogor Outer Ring Road (BORR) milik jasamarga diresmikan hari ini. Kawasan sekitar jalan tol , terutama sentul akan diuntungkan.

Re: [ob] CB Bumi + premium 30%

bener dong berita dari sekuritas ane.. Go go bumi rp.3700 Sent from my AXIS Worry Free BlackBerry® smartphone From: M Herman hermanlatief@ yahoo.com Date: Thu, 19 Nov 2009 23:58:13 -0800 (PST) To: obrolan-bandar@ yahoogroups. com Subject: [ob] CB Bumi + premium 30

[ob] CB Bumi + premium 30%

dari broker asing nih...     Dow Jonesreported that Bumi Resources has sold US$300m of seven-year convertible bonds at yield of 5.75%. The bonds will have 30% conversion premium over reference price of Bumi shares. According to the bankers quoted, the reference price will be the average of

[ob] Antam nyerah..BUMI ambil semua newmont

http://inilah.com/berita/ekonomi/2009/11/18/182054/antam-resmi-mundur-dari-divestasi-newmont/

[ob] HEXA by CLSA

Here’s a compilation of Hexindo historic annual reports.  Note the one on the far right is for the year 2008, titled “Awakening of the Giant”. Quite an unusual title and style for a company that is known for being ultra conservative.   Not entirely sure why the sudden change of style. Maybe

Re: [ob] HEXA by CLSA

belum masuk sepertinya   --- On Tue, 11/17/09, M Herman hermanlatief@ yahoo.com wrote: From: M Herman hermanlatief@ yahoo.com Subject: [ob] HEXA by CLSA To: obrolan-bandar@ yahoogroups. com Date: Tuesday, November 17, 2009, 3:10 AM Here’s a compilation of Hexindo historic annual

[ob] CTRS from CLSA

Ciputra Development (CTRA IJ) and Ciputra Surya (CTRS IJ), update from Sarina   It is reported in newspaper last Friday that CTRA will increase its stake in CTRS by another 22%. We have spoken with management regarding this transaction and the key point is that the 22% includes the 7.9% stakes

Re: [ob] CTRS from CLSA

hari ini ada transaksi nego antara OD (danareksa) dan IF (samuel ) untuk ctrs di 825 dengan total nilai Rp243 milyar       --- On Mon, 11/9/09, M Herman hermanlat...@yahoo.com wrote: From: M Herman hermanlat...@yahoo.com Subject: [ob] CTRS from CLSA To: obrolan-bandar@yahoogroups.com Date

[ob] Northstar officially owns 40% stake in DOID

update on DOID placement   - The full deal size of 2.6bn shares has been issued (1,620m base + 980m up-  size; pricing range was 1350-1700) - The book was heavily oversubscribed at the 1,400 level with nearly 90   accounts participating.  The book is of high quality with good participation

[ob] CTRS Tender offer

CTRA akan menaikan kepemilkan di CTRS dari 39.9% ke 60% . Direktur Ciputra Development Tulus Santoso mengatakan perseroan telah membuat perjanjian dengan PT Samuel Sekuritas Indonesia sebagai sekuritas pelaksana atas rencana tersebut. CTRA ingin memperkuat pengendalian atas Ciputra Surya dengan

Re: [ob] CTRS Tender offer

sentuhan oleh GL... Tapi overall bukan gawe mereka hari ini... Oentoeng Pawang GL --- In obrolan-bandar@ yahoogroups. com, Dean Earwicker dean.earwicker@ ... wrote: GL! Pada 6 November 2009 09:46, M Herman hermanlatief@ ... menulis: CTRA akan menaikan kepemilkan di CTRS dari 39.9

[ob] info placement DOID ...north star to own 40% DOID

- CLSA is the sole global co-ordinator and Joint bookrunner for a placement in    Delta Dunia (DOID IJ) - Indicative deal terms, to be confirmed on books open, are as follows:     - Deal Type:  Placement of Existing Shares   - Deal Size:  approx 1.6bn shares with an upsize option of up to 980

[ob] SMCB CLSA new TP 2060

Research: Holcim - New opportunities - BUY  new Target Price Rp2,060     Indonesia cement companies are making a fortune. The top 3 cement companies control over 90% of the market means enormous pricing power.  Operating margins are the highest in Asia.  The key question to ask will be how

Re: [ob] ADRO cocok menggantikan BUMI

anak perusahaan. Coba lihat di website nya bumi. Nd Powered by NDBerry® From: M Herman hermanlatief@ yahoo.com Date: Fri, 23 Oct 2009 00:02:05 -0700 (PDT) To: obrolan-bandar@ yahoogroups. com Subject: [ob] ADRO cocok menggantikan BUMI   1) Kalau baca report analis  ADRO produksi 39 juta

[ob] ADRO cocok menggantikan BUMI

1) Kalau baca report analis  ADRO produksi 39 juta ton coal ..bumi 52 juta ..sekilas gedean BUMI cuma kalau liat kepemilikan bumi secara legal di kpc dan arutmin 70% (walaupun sekarang udah digadein semua ama CIC), maka output coal bumi efektif cuma 35 juta ..yg 17 juta ton yg sisa  haknya

[ob] update on DOID

Buma Said to Plan $350 Million Sale of 5-Year Bonds This Month 2009-10-23 07:38:05.535 GMT   By Katrina Nicholas Oct. 23 (Bloomberg) -- PT Bukit Makmur Mandiri Utama plans to sell $350 million of five-year bonds as soon as this month with help from Barclays Plc, Deutsche Bank AG and ING Groep

Re: [ob] FW: Goldman: Buy Adaro, Sell Bumi

Emang mendingan beli ADRO sih...kemarin ADRO dapet utangan US$800 juta bunga cuma 7.6%...BUMI ngutang US$1.9 M bunga 19% (jauh amat spreadnya padahal sama2 dollar)... laba operasional BUMI bakalan banyak buat bayar utang (jangan2 owner BUMI juga kreditornya cuma pake nama house asing kayak CS ,

[ob] ADRO TP 1950 by CM...

Adaro produced 38.5 mn tons of thermal coal in 2008, the second largest after Bumi Resources’ production of 52.8 mn tons. As Bumi only controls 65%-70% of its coal-mining subsidiaries KPC and Arutmin combined production, Adaro is in fact the biggest coal producer in Indonesia, in our view.  

[ob] watch DGIK ..masuk coal mining ..IPO di 220

PT Duta Graha Indah Tbk (DGIK) menyepakati untuk menjalin kerjasama dengan Macmahon, perusahaan konstruksi dan kontraktor tambang asal Australia. Memorandum of Understanding (MoU) ini dilakukan untuk mengefektifkan pekerjaan kontrak pertambangan hingga memberikan pendapatan yang lebih besar.

Re: [ob] Fw: [saham] DetikCom: Crossing - BUMI = BNBR buy back

bisa jadi crossingan barang repo kali yayg saya khawatir sih emang sengaja dibikin turun ..terus banyak yg kena margin call...bandar dapet lagi dibawah :) --- On Thu, 10/8/09, mamank ada mamank_...@yahoo.com wrote: From: mamank ada mamank_...@yahoo.com Subject: Re: [ob] Fw: [saham]

Re: [ob] BUMI Research..... heran ya...

kasih warning aja nih...hati2 kalau besok tembus 2600 banyak yg bakalan force sell kena margin call...mudah2an besok reboundlah..soalnya kalau bumi turun terus market juga gak semangat --- On Thu, 10/8/09, ewing gareng gorgom...@yahoo.com wrote: From: ewing gareng gorgom...@yahoo.com

Re: [ob] Re: BD short atau distribusi...? Coba kita bahas saham lain

saya punya cerita DOID pak...pelan2 naik terus... tanggal 11 nov mau RUPSLB yg menunjuk bekas CEO UT jadi Dirut (UT is well known for its best managed company) fundamentally ok (Buma kontraktor no 2 terbesar sesudah PAMA ...cocok dipimpin bekas orang UT) ...Nortstar udah tarok 1 komisaris

Re: Bls: [ob] BUMI good by 2900 ?????

besok kalau om Ical terpilih balik ke 3200kalau gak terpilih kebalikannya 2300  --- On Wed, 10/7/09, Heru Susanto h3ru.sus4...@gmail.com wrote: From: Heru Susanto h3ru.sus4...@gmail.com Subject: Re: Bls: [ob] BUMI good by 2900 ? To: obrolan-bandar@yahoogroups.com Date: Wednesday,

[ob] watch DOID

mau naik nih

Re: [ob] Re: Akuisisi BUMI Tak Akan Jadi Polemik

I think Willi Sanjaya uses Bandarmology-derived target price...It could be right if his view is supported by real-bandar  eheheh... --- On Wed, 10/7/09, charles_3983 charles_3...@yahoo.com wrote: From: charles_3983 charles_3...@yahoo.com Subject: [ob] Re: Akuisisi BUMI Tak Akan Jadi Polemik

[ob] HEXA target sudah terpenuhi...dan dapat order dari DEWA

Di kontan hari ini company bilang target penjualan udah nyampe...sisanya bonus kali ya...and as I told you yesterday...HEXA dapet pesanan alat berat raksasa dari DEWA...

[ob] HEXA by CL again

Hexindo (HEXA IJ) reaches its sales target. HEXA has sold 800 units of heavy equipment and the remaining 400 are in progress. Most of the heavy equipment goes to coal mining and forestry sector. The most recent contract is from Darma Henwa (DEWA) worth US$16mn.  Hexa is trading at 7x earnings

[ob] DOID will be lead by ex-UT CEO

The company will hold EGM on 11 Nov to name Hagianto Kumala its new CEO (ex-UT CEO) ...good for company's operation and future prosepct

RE: [ob] DOID will be lead by ex-UT CEO

Herman buat info HEXA dan DOID nya.. Di tunggu sharing yg lain nya.. Regards.. Powered by Telkomsel BlackBerry® From: M Herman hermanlatief@ yahoo.com Date: Wed, 7 Oct 2009 20:01:50 -0700 (PDT) To: obrolan-bandar@ yahoogroups. com Subject: [ob] DOID will be lead by ex-UT CEO

[ob] BUY ANTM

Just looking at 2009, the deficit will be close to US$2tr.  Interesting to note that US holds gold reserves of 8000ton or valued at $300bn at $1050/oz.  uOnly way out will be to continue to devalue the dollar against gold and commodities.  As Warren Buffet said recently, the Greenback

[ob] DEWA minta HEXA kirim barang

Dewa order 3 alat berat raksasa (harga sekitar 40 m) dan minta dikirim tahun ini juga untuk kejar target kontrak ama customernya tahun 2010 akan beli lagi 8 alat berat untuk gantiin alat beratnya yg sekarang buatan inggris...infonya dewa dikasih diskon gede tapi ternyata susah dipake dan

[ob] HEXA..by CL.

Looking at the 3Q results and 4Q picks, there is a noticably shift favouring the small-mid cap names.  Indeed big cappers were massive performers in 3Q and makes perfect sense to start looking value lower down as valution of the bulge bracket names does not look cheap anymore.   A few

[ob] KARK...this just out in Bloomberg

By Berni Moestafa Oct. 2 (Bloomberg) -- PT Dayaindo Resources, an Indonesian coal and nickel mining company, won a five-year contract to supply 100,000 metric tons of medium-calorie coal to China every month. Dayaindo shares rose to a three-month high. The company signed the agreement

Re: [ob] KARK...this just out in Bloomberg

Trader tjun.tr...@gmail.com Subject: Re: [ob] KARK...this just out in Bloomberg To: obrolan-bandar@yahoogroups.com Date: Friday, October 2, 2009, 1:47 AM   gorengan abis... apa ga mending MEDC / CPIN yg lagi breakout pak :D On Fri, Oct 2, 2009 at 1:20 PM, M Herman hermanlatief@ yahoo.com

Re: [ob] KARK...this just out in Bloomberg

  ya tapi sudah naek banyak sejak kemaren :) ASRI sepertinya juga mulai ada gerakan :D On Fri, Oct 2, 2009 at 2:23 PM, M Herman hermanlatief@ yahoo.com wrote:   feeling saya sih gorengan yg di backup fundamental. ..saya juga dapet dari temen yg

[ob] KARK ?

Rumor KARK mau jadi saudaranya SDRA ...naik

[ob] Northstar masukin direksi ke DOID

perkiraan saya nih  : Northstar telah punya (confirm membeli) saham DOID dalam jumlah yg cukup besar ...kalau nggak mana mau DOID keluarin direksi lama   JAKARTA: Dua eksekutif Northstar Pacific Partners Limited hari ini diperkirakan resmi masuk jajaran direksi PT Delta Dunia Property Tbk

RE: [ob] Northstar masukin direksi ke DOID

  Pertanyaannya NP masuk diharga brp? Ada info pak? rangenya kan 1500 – 1800… From: obrolan-bandar@ yahoogroups. com [mailto:obrolan- ban...@yahoogrou ps.com] On Behalf Of M Herman Sent: Wednesday, September 30, 2009 9:28 AM To: obrolan-bandar@ yahoogroups. com Subject: [ob] Northstar masukin direksi

Re: [ob] MYOR bisa naik ke 4000 ? Volumenya kecil sekali ?

volume kecil gampang dinaikin Pak Hubert... --- On Mon, 9/28/09, Hubert Nice hubertn...@yahoo.com wrote: From: Hubert Nice hubertn...@yahoo.com Subject: [ob] MYOR bisa naik ke 4000 ? Volumenya kecil sekali ? To: obrolan-bandar@yahoogroups.com Date: Monday, September 28, 2009, 6:34 PM  

[ob] MYOR ke 4000 dulu

di harga 4000 PE baru 9x...bandingin ama UNVR yg udah diatas 27x...

Re: [ob] bumi?

menurut pendapat saya , Tata lebih smart dr CIC karena dia langsung masuk ke KPC dan arutmin ..bebrapa kali RUPS bumi bilang menjaminkan anak 2 usaha untuk utang...kita sbg investor bumi sampai sekarang gak tahu jumlah shm kpc dan arutmin yg udah dijaminkan bumi ...kalau bumi ampe default

Re: [ob] bumi

mudah2an sebagian dana buat ekspansi produksi batubara...terus beli alat berat.. tahun ini beli alat berat hexa 130 juta dollar ..tahun depan harus beli lagi karena rencana awalnya beli alat berat $560 juta dollar...untuk meningkatkan jumlah produksi ke 100 juta ton / tahun (ngarep mode on)

[ob] MYOR boleh liatin

PER masih 7.2x...laba bersih semester I naik 80% laba operasi naik 83%...  PER consumer goods lain jauh amat ...indofood udah 18x dan UNVR 27x

Re: [ob] MYOR boleh liatin

@yahoogroups.com Date: Thursday, September 24, 2009, 10:44 PM   Tapi saham ini kurang likuid pak sama seperti smdr dan auto kalau enggak salah menurut pandangan saya tks Sent from my BlackBerry® powered by Sinyal Kuat INDOSAT From: M Herman hermanlatief@ yahoo.com Date: Thu, 24 Sep 2009 20:37:02 -0700

[ob] hati2 yg punya BUMI

jangan2 abis lebaran THR diminta balik :(   Bumi Denies Bisnis Report on CIC May Buy Its Bonds, Warrants 2009-09-17 10:23:45.936 GMT By Berni Moestafa Sept. 17 (Bloomberg) -- PT Bumi Resources, Indonesia's biggest coal producer, denied a Bisnis Indonesia newspaper report on Sept. 15 saying

Re: [ob] hati2 yg punya BUMI

@yahoogroups.com Date: Thursday, September 17, 2009, 10:01 AM   Trading bumi pakai patokan berita kaya nguber kereta naek sepeda.. . :D On Thu, Sep 17, 2009 at 9:56 PM, M Herman hermanlatief@ yahoo.com wrote:   jangan2 abis lebaran THR diminta balik :(   Bumi Denies Bisnis

Re: [ob] reksadana optima

banyak reksadana yg pake nama optima bu (yg keluarin beda2)...liat aja daftar reksdana di bisnis or investor daily --- On Wed, 9/16/09, Peter Alimin milis...@live.com wrote: From: Peter Alimin milis...@live.com Subject: Re: [ob] reksadana optima To: OB obrolan-bandar@yahoogroups.com Date:

[ob] SULI diakuisisi (Tender Offer)

SULI akan diakuisisi TKIM (menurut direksi TKIM di bisnis indonesia).. karena yg mau diambil 60% pasti akan terjadi perubahaan majoritas pemegang saham yang mewajibkan tender offer kalau mereka pake rata2 harga 90 hari terakhir bisa TO di 798Karena akuisisi belum resmi diumumkan (tunggu

Re: [ob] Re: SULI diakuisisi (Tender Offer)

...@... wrote: TOP bangettt pak... --- In obrolan-bandar@ yahoogroups. com, M Herman hermanlatief@ wrote: SULI akan diakuisisi TKIM (menurut direksi TKIM di bisnis indonesia).. karena yg mau diambil 60% pasti akan terjadi perubahaan majoritas pemegang saham yang mewajibkan tender

[ob] HEXA kuat hari ini ...wajarnya bisa mencapai 4800-6000

info gress nih...net profit 4 bulan (apr09-aug 09) HEXA telah mencapai US$17 jutakalau di setahunkan bisa jadi net profit Apr09-Mar10 (tahun fiscal jepang)  sekitar US$51 juta atau Rp510 M . EPS nya bisa 607 rupiahkalau pake PER 8x aja harusnya harga wajar HEXA 4800-an... kalau pake PER

Re: [ob] HEXA kuat hari ini ...wajarnya bisa mencapai 4800-6000

ke 3000-an? Walopun PER nya better than UT. Powered by Telkomsel BlackBerry® From: M Herman hermanlatief@ yahoo.com Date: Mon, 14 Sep 2009 00:11:20 -0700 (PDT) To: obrolan-bandar@ yahoogroups. com Subject: [ob] HEXA kuat hari ini ...wajarnya bisa mencapai 4800-6000   info gress nih

Re: [ob] [BUMI] Tujuan Emiten *S

kalau bener bumi EPSnya semester I  akan keluar sekitar 100 perak (0.01 dollar) maka PERnya udah 16x ya bos untuk tahun 2009 pada harga sekarang. Apa gak lebih menarik ITMG yang baru 9x or PTBA 12x an ? terus kalau dibanding tahun lalu pertumbuhan laba bersihnya gak ada...mendingan ADRO PTBA

Re: [ob] Re: IHSG new HIgh, BUMI kok gak ngikut...?

asing (asli) males main bumi ..corporate governance risk remains high... kita tungguin bantuan bandar (bisa pake asing juga) eheheh --- On Thu, 9/10/09, boyz m457...@yahoo.com.sg wrote: From: boyz m457...@yahoo.com.sg Subject: Re: [ob] Re: IHSG new HIgh, BUMI kok gak ngikut...? To:

Re: [ob] Emiten mana sih yg mendorong kenaikan IHSG hari ini?

BBRI BMRI TLKMbobot mereka gede di perhitungan indeks --- On Thu, 9/10/09, Vernichtung gambler@gmail.com wrote: From: Vernichtung gambler@gmail.com Subject: [ob] Emiten mana sih yg mendorong kenaikan IHSG hari ini? To: obrolan-bandar obrolan-bandar@yahoogroups.com Date: Thursday,

Re: [ob] Emiten mana sih yg mendorong kenaikan IHSG hari ini?

Subject: Re: [ob] Emiten mana sih yg mendorong kenaikan IHSG hari ini? To: obrolan-bandar@yahoogroups.com Date: Thursday, September 10, 2009, 3:37 AM   Jadi penasaran nih bagaimana perhitungan bobot emiten thdp indeks. Thanks. 2009/9/10 M Herman hermanlatief@ yahoo.com BBRI BMRI TLKM

Re: [ob] Emiten mana sih yg mendorong kenaikan IHSG hari ini?

kontribusi dorongan indeks naik segitu tingginya? Sektor komo BCnya relatif stagnan. Bingung.com 2009/9/10 M Herman hermanlatief@ yahoo.com

Re: [ob] Emiten mana sih yg mendorong kenaikan IHSG hari ini?

Date: Thursday, September 10, 2009, 8:37 PM   Wuih mantap, thanks pak Herman. Berarti nilai indeks bener2 tergantung banget sama ke sepuluh emiten ini ya kalau bobotnya sampai 49%, saya agak kaget juga lihat BBRI bisa no 4.  Saya belum pakai RTI pak, again thanks for the info. 2009/9/11 M

Re: BNBA Ajaib..hehehe......Re: [ob] BBKP, Bank BUKOPIN....

sesi 2 mungkin giliran BBKP diangkat..soalnya bank yg kecil2 lain udah dapet giliran ... --- On Wed, 9/9/09, frombuitenzorg frombuitenz...@yahoo.com wrote: From: frombuitenzorg frombuitenz...@yahoo.com Subject: BNBA Ajaib..hehehe..Re: [ob] BBKP, Bank BUKOPIN To:

Re: [ob] AKRA Main lagi gak yah?

main dong --- On Sun, 9/6/09, CUMI.JK (Buy, TP 5000) cumie...@gmail.com wrote: From: CUMI.JK (Buy, TP 5000) cumie...@gmail.com Subject: [ob] AKRA Main lagi gak yah? To: obrolan-bandar@yahoogroups.com Date: Sunday, September 6, 2009, 9:15 PM   === BUY, BUY, BUY! KEEP BUYING AND NEVER

Re: [ob] presentasi DOID

/2009, M Herman hermanlatief@ yahoo.com wrote:   Liat angka 2009 ama longterm contract..ok banget

Re: [ob] Serbu AKRA ?

, September 3, 2009, 10:15 PM   Pak Herman, AKRA bukankah distributornya Shell di Indonesia... ?   regards, DonQicot DEWA gowes ke GoCeng !! From: M Herman hermanlatief@ yahoo.com To: obrolan-bandar@ yahoogroups. com Sent: Friday, September 4, 2009 10:07:54 AM Subject: Re: [ob

[ob] harga debt to equity swap BKSL Rp160

Buat yg belum pernah baca   INILAH.COM, Jakarta - PT Sentul City Tbk (BKSL) yang tidak sanggup membayar utang, memutuskan untuk mengkonversi utang senilai Rp 81,2 miliar menjadi saham. Utang tersebut berasaal dari PT Citra Kharisma Komunika, Des Veoux Group Limited dan Cyber Ready Consultant

RE: [ob] DOID akhir Sep 3,000 (menjelang RUPSLB)

- ban...@yahoogrou ps.com] On Behalf Of M Herman Sent: Thu, 03 Sep 2009 03:23 AM To: obrolan-bandar@ yahoogroups. com Subject: RE: [ob] DOID akhir Sep 3,000 (menjelang RUPSLB)     kemarin tutup turun karena penjaganya kabur dari gedung yang digoyang gempa...mungkin kalau naik harus pelan2

Re: [ob] Serbu AKRA ?

Rumor fundamental...AKRA akan membangun terminal bbm dekat lokasi tambang batubara besar di kalimantan. ADRO baru aja kerja sama sama Shell (PT Adaro Energy Tbk (IDX - ADRO) is pleased to announce its subsidiary PT Indonesia Bulk Terminal (“IBT”) has signed a fuel facilities agreement with PT

[ob] DOID akhir Sep 3,000 (menjelang RUPSLB)

Supaya setelah placement harga masih di atas 2500 :)

Re: [ob] DOID akhir Sep 3,000 (menjelang RUPSLB)

? From: M Herman hermanlatief@ yahoo.com To: obrolan-bandar@ yahoogroups. com Sent: Wednesday, September 2, 2009 1:58:51 PM Subject: [ob] DOID akhir Sep 3,000 (menjelang RUPSLB)   Supaya setelah placement harga masih di atas 2500 :)

RE: [ob] DOID akhir Sep 3,000 (menjelang RUPSLB)

20-60 perak sih adalah swing nya hhee --- On Wed, 9/2/09, Sanjaya mysanjaya...@gmail.com wrote: From: Sanjaya mysanjaya...@gmail.com Subject: RE: [ob] DOID akhir Sep 3,000 (menjelang RUPSLB) To: obrolan-bandar@yahoogroups.com Date: Wednesday, September 2, 2009, 4:29 AM   Pak M Herman

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