[obrolan-bandar] bull is coming ?

2008-07-30 Terurut Topik Christine Boyd
from bloomberg...
a good sign for BEI as well ? 
thanks, Tien
U.S. Stocks Rally, Led by Oil Companies; Financial Shares Gain 

By Eric Martin 
July 30 (Bloomberg) -- U.S. stocks rallied, led by the biggest gain in energy 
shares in six years, after oil jumped by more than $4 a barrel and a private 
report showed an unexpected increase in jobs. 
All 39 energy producers in the Standard  Poor's 500 Index advanced as crude 
climbed on a decline in gasoline inventories. Wal-Mart Stores Inc. and Walt 
Disney Co. gained after ADP Employer Services said payrolls grew by 9,000 in 
July. Bank of America Corp. and Wachovia Corp. led financial shares higher 
after the Federal Reserve extended an emergency lending program and the 
Securities and Exchange Commission prolonged a ban on a type of short sale. 
The SP 500 added 21.06 points, or 1.7 percent, to 1,284.26, capping its 
biggest two-day rally since April. The Dow Jones Industrial Average jumped 
186.13, or 1.6 percent, to 11,583.69. The Nasdaq Composite Index increased 10.1 
to 2,329.72. Almost two stocks rose for each that dropped on the New York Stock 
Exchange. 
``A strong up day from energy is going to move the whole index,'' said James 
Gaul, a money manager at Boston Advisors LLC in Boston, which oversees $2 
billion. ``Investors are looking for any excuse possible to push this market 
up. They're tired of being in a down market.'' 
Jobs Surprise 
The SP 500 extended its rebound from an almost three-year low on July 15 to 
5.7 percent as nine of 10 industry groups advanced. Stocks rallied at the open 
after the ADP report defied economists' forecasts for a decrease of 60,000 
jobs. 
Financial stocks briefly erased their advance around midday before rallying in 
the afternoon. Traders said the late-day gains resulted from investors covering 
bets that the shares would fall further because of oil's advance. 
European and Asian shares climbed and the dollar rose to a one-month high 
against the euro. 
The SP 500 Energy Index advanced 5.6 percent, its biggest gain since July 24, 
2002, as crude oil for September delivery rose $4.58, or 3.8 percent, to 
$126.77 a barrel in New York. 
Exxon, the biggest U.S. crude producer, advanced 4.3 percent to $84.38, while 
Chevron, the No. 2, rallied 5.3 percent to $87.26. 
`Overwhelming News' 
``Rising oil prices usually hurt the market but today it went up,'' said Giri 
Cherukuri, a money manager at Oakbrook Investments LLC in Lisle, Illinois, 
which oversees $1.4 billion. ``Enough other overwhelming news canceled out the 
oil price.'' 
Hess Corp. rose the most since 1981 after the fifth-largest U.S. oil company 
said second-quarter profit rose 62 percent on higher production and prices. 
Hess soared $12.72, or 14 percent, to $106.97. 
Cameron International Corp. rallied $3.24 to $49.82 after earnings topped 
estimates and the second-largest U.S. maker of oilfield equipment by market 
value forecast full-year earnings that would surpass a previous projection. 
Profits have topped estimates at almost three-quarters of the SP 500 companies 
that have reported second-quarter results so far even as profits slump 21 
percent on average from a year earlier, according to data compiled by 
Bloomberg. As recently as July 3, analysts had forecast a drop of 11 percent in 
earnings. 
Forecasts for the third quarter have improved this week. The 73 companies that 
gave outlooks say profit will rise an average of 1.8 percent, according to data 
compiled by Bloomberg. That's up from 0.9 percent at the end of last week 
though below the 7.3 percent growth projected by analysts. 
Awaiting Labor's Report 
Wal-Mart, the largest retailer in the world, rose $1.11 to $58.56. Disney, the 
biggest theme-park operator, climbed 75 cents to $31.67. 
The ADP report isn't necessarily a guide to the Labor Department's numbers to 
be published Aug. 1. Four of the six previous ADP reports showed an increase in 
employment; all six of the government's estimates showed the workforce 
contracted. Private payrolls dropped by an average 94,000 a month from January 
through June, according to official figures, while ADP showed gains of almost 
11,000 on average. 
Freddie Mac gained 31 cents, or 3.7 percent, to $8.73 and Fannie Mae added 61 
cents, or 5.3 percent, to $12.21 after the SEC extended until Aug. 12 an 
emergency limit on so-called naked short sales in shares of the 
mortgage-finance companies and 17 brokerages as it prepares broader rules to 
thwart stock manipulation. 
The order aims to keep traders from driving down financial stocks to boost 
profits after Bear Stearns Cos. and IndyMac Bancorp Inc. collapsed amid rumors 
they were faltering. 
`Fragile Circumstances' 
The Fed extended two emergency lending programs until Jan. 30, 2009, ``in light 
of continued fragile circumstances in financial markets,'' the central bank 
said. The Primary Dealer Credit Facility for direct loans to securities firms 
and the Term Securities Lending Facility for 

Re: [obrolan-bandar] Re: ELTY nya ELaine NYUNGSEP !?

2008-07-29 Terurut Topik Christine Boyd
iya nih..,. butuh komando El untuk naik kembali at least ke 500 ??



- Original Message 
From: Rei [EMAIL PROTECTED]
To: obrolan-bandar@yahoogroups.com
Sent: Tuesday, July 29, 2008 6:28:16 PM
Subject: [obrolan-bandar] Re: ELTY nya ELaine NYUNGSEP !?


Dari 680 ke 320 (-53%) trus sekarang di 370, kapan yah bisa ke 
target yg katanya 1000? Buset dah! Siap2 aja nyangkut lama...LONG 
way to go...c'mon Elaine, get busy!

--- In obrolan-bandar@ yahoogroups. com, Petualang Saham 
petualang.saham@ ... wrote:

 NYANGKUT lagi dech. Hati2 ntar di semprot. 
 Elaine klo NYANGKUT sukanya marah2 lho. 
 Hehehe...
 
 compor.com
 
 
 --- In obrolan-bandar@ yahoogroups. com, conx_2003 conx_2003@ 
wrote:
 
  klo di lihat 5 hari terakhir yah ga bisa dibilang nyungsep
  
  kalau 3-5 bulan yah nyungsep
  
  bukankah klo nyungsep opportunity to buy?
  
  hehehehehehhehehe saya yg kumpulin deh 
  kali ini jual apaan yeh
  
  jualan hape aja deh skarang pake sony ericsson, 5 bulan lagi 
ganti
  vertu hihihihihihihi
 


 


  

[obrolan-bandar] TLKM : ngebut kejar tayang 31 Juli for deviden?

2008-07-28 Terurut Topik Christine Boyd
Dear senior, 
TLKM ngebut apakah karena kejar tayang 31 Juli deviden cum date ?
bagaimana prospek-nya setelah periode ini?
Thanks 
Salam,
Tien


  

Re: [obrolan-bandar] Re: tlkm

2008-07-01 Terurut Topik Christine Boyd
wow that's very comprehensive analysis.
thanks alot 
i would prefer to have a conclusion it is time to buy..?
Rgds
tien 


- Original Message 
From: kang_ocoy_maen_saham [EMAIL PROTECTED]
To: obrolan-bandar@yahoogroups.com
Sent: Tuesday, July 1, 2008 1:08:54 PM
Subject: [obrolan-bandar] Re: tlkm


Nimbrung Ye Ah., Obrolin Bottom-Up dikit mumpung masih nyantai. ya yg nyantai 
aja, yg simpel aja.. Sembari nurunin makan siang.
Secara Sekilas Tlkm emang rada kena Buggy-Whip Factor, dimana semua orang 
pasti dubious ttg product/services obsolescence dy ke depan, scr mid-long term 
viability TLKM sekilas terasa seperti A Fading Glory krn kompetisi ketat di 
segmen seluler dan peralihan teknologi dr Era Fixed-Line Rumahan ke era dimana 
konsumen Telco kebutuhannya en trennya skrg udah ke high-end data sama internet 
connection. Sementara Khusus Di Segmen Baru ini kita sama2 gak liat Telkom udah 
bikin Franchise-Value yang bagus ama Brand Speedy en Telkomnetnya , 
kemudian 3G dr Telkomselnya jg blon trlalu Bunyi Gaungnya. mungkin 
pertanyaannya adalah jika pasar fixed Line sudah cenderung Saturated sementara 
pasar Seluler skrg Struggling To Maintaining/ Gaining Position(Market Share), 
bisa gak Dy Capture en ngeleverage Franchise Value nya ke segmen Baru Telkom di 
kebutuhan pasar yg masih haus akan high-end Data and Internet Access?? ato 
minimal prospek Tlkm bisa penetrasi
 sukses ke arah situ.(wah kalo ini spesifiknya saya jg ga terlalu paham, 
sebaiknya ditanya kpd analis yg cover Telco scr Khusus...)
Tp Good Thing diantara semua itu adalah Tlkm punya manajemen yg topclass en 
sementara ini mau-gak-mau kita mesti ngakuin bahwa TLKM masih pegang 
Pricing-Power dan Purchasing-Power di seluler, dalam artian Margin Laba 
Telkomsel masih lebih Gemuk dr Peers nya, dan Konsumennya juga relatif 
flexible alias kecuali untuk AS,. konsumen Simpati sama Halo kebanyakan relatif 
lebih ga terlalu concern ama tarif seluler nya. Yah dengan modal ini kalo 
terjadi Bunuh2an, yg di expect bisa survive adalah yg paling lebar 
marginnya en banyak cash nya. meski kalo udah bunuh2an mah dimana2 jatohnya 
jelek lahh. margin pasti turun dan capital expenditure butuh makin gede utk 
bisa maintain growth..
utk bbrp Plug Finansial en Operasi laporan keuangan yg bisa diliat ;
Revenue Growth 
TopLine 07-06 Tumbuh 15.88%, TopLine 06-05 Tumbuh 22.7%
dr sini keliatan emang jelas ada decelerate dr Sweet-Spot , tp masih ttp ada 
growth. sementara Interim Q108 Vs Q107 Kmaren dy tumbuh cuma 9%. 
CAGR Telkom dr Tahun 2003 sekitar 17%
Revenue Breakdown en Perubahan Share Segmen Operasinya
Revenue   2006 2007 Breakdown 06 Breakdown 07 
Fixed Lines   10,979,033    11,001,211  
21.40% 18.51% 
Cellular       20,622,647    22,638,065  40.20% 
38.09% 
Interconnection     8,681,461      
9,651,307  16.92% 16.24% 
Data and Internet     9,065,187    
14,684,135  17.67% 24.70% 
Other Services     1,945,680      1,465,293 
 3.79% 2.47% 
Total   51,294,008    59,440,011  100.00% 
100.00% 
 

 
 
 
Coba Kita Highlight 3 Kontributor Paling Signifikannya ;
Untuk Fixed Line emang jelas banget udah Saturated, kemungkinan penurunan 
pengguna Tlp Rumah (Turun 24Ribu Subscriber taon kmaren, tp penggunaan 
pulsa agak meningkat) ke depan cuma Akan Diimbangi aja ama Pertumbuhan Flexi. 
dr segmen Fixed Line Kalopun ada Pertumbuhan ke depan mungkin dari Flexi yang 
mungkin bisa lebih terkonsentrasi untuk meningkatkan pelanggan Mulai Tahun 
Ini (2007 konsentrasi kebagi ama pindahan frekuensi )
Untuk 2007 pertumbuhan Subscriber Flexi nambah 1.8 Juta Orang dengan ARPU 53 
Rebu Per Bulan. kemungkinan Tahun Ini Subscriber bisa nambah diatas 2.5 Juta 
Pelanggan dengan Arpu bulanan rata2 tetap atau sedikit dibawah 53 Ribu.
Untuk Seluler, Menghadapi Persaingan Tarif yg berdarah2 Secara Nominal dy 
cuman tumbuh 10%. Total Kontribusi dy thdp revenue juga turun 2%an di Tahun 
2007 dr Tahun Sebelumnya. Market Share Telkomsel turun dr 56% jd 51%. yg 
berarti penetrasi ke konsumen baru kalah sama kompetitornya (kurang gimmick?, 
kalah iklan?, kalah tarif?) yg berarti mungkin memang over-dependance sama 
Telkomsel sudah harus segera disiasati(atau sudah disiasati makanya turun dikit 
kontribusinya :P).  untuk Data Operasinya Airtime Charges naik 2.5 T dengan 
Rincian Pelanggan nambah 12.3 Juta en ARPU Turun dr 84 Rebu jd 80 Rebu Per 
Bulan. (Elastisitasnya masih lumayan, Cukup Fleksibel. tarif turun tp 
penggunaan nambah)
Untuk  Data dan Internet memang paling terlihat pertumbuhan pendapatannya 
sebesar 4.6 Triliun (lebih besar dr pertumbuhan laba segmen seluler) dan 
kontribusinya meningkat dr 17.67% menjadi 24.7% di Tahun 2007. Peluang 
pertumbuhan di masa depan untuk Telkom memang sepertinya dari Segmen Ini. 
apalagi penetrasi di segmen Internet 

Re: [obrolan-bandar] antm

2008-07-01 Terurut Topik Christine Boyd
apa benar nih rumor..?
soalnya dgn herald sendiri koq maju mundur dgn antara BUMI  ANTM.
tapi ANTM sendiri sdh gandeng BHP di Gag Project utk Nikel
Rgds
Tien


- Original Message 
From: Ari [EMAIL PROTECTED]
To: obrolan-bandar@yahoogroups.com; [EMAIL PROTECTED]
Sent: Tuesday, July 1, 2008 8:00:09 PM
Subject: [obrolan-bandar] antm


RUMOR PASAR Investor Daily 1 Juli 2008  
01/07/2008 06:51:25 WIB  
Cermati Saham Antam
SAHAM PT Aneka Tambang Tbk (ANTM) akan diangkat kembali ke level Rp 4.000 dalam 
jangka pendek maupun menengah. Menurut sumber Investor Daily, mayoritas 
pemegang saham Herald Resources akan memutuskan Antam sebagai pemenang tender 
akuisisi Herald mengalahkan PT Bumi Resources Tbk (BUMI). Informasi itu 
diperoleh dari konsultan pajak di Australia.
 
Selain itu, kata dia, kerja sama perseroan dengan Jindal Stainless Ltd dan BHP 
Billiton juga bakal mendorong penguatan harga saham. Pada perdagangan kemarin, 
ANTM ditutup terkoreksi Rp 50 (1,5%) ke level Rp 3.175. Nilai transaksinya 
sebesar Rp 36,5 miliar. (jau) 

Dapatkan alamat Email baru Anda! 
Dapatkan nama yang selalu Anda inginkan sebelum diambil orang lain!  


  

Re: [obrolan-bandar] Re: tlkm

2008-06-30 Terurut Topik Christine Boyd
Dear El. 
At what level will you expect TLKM to raise up? especially with the fact of all 
competition?
I bought it when it was at 7800.
Your advice is much appreciated,
thanks 
Tien


- Original Message 
From: Elaine Sui [EMAIL PROTECTED]
To: obrolan-bandar@yahoogroups.com
Sent: Monday, June 30, 2008 6:23:48 PM
Subject: Re: [obrolan-bandar] Re: tlkm


Elaine sudah BUY Telkom when it reached 7300, kalau turun I will average down.

Elaine


On Mon, Jun 30, 2008 at 2:38 PM, hendrik_lwww hendrik_lwww@ yahoo.com wrote:

--- In obrolan-bandar@ yahoogroups. com, Prasetyo, Hani
Hani.Prasetyo@ ... wrote:


 Not yet...Entry point 6500...



SIP : HENDRIK
mine is 6000
chart :
http://dolgado. blogspot. com/2008/ 06/tlkm-update- macd-bearish. html

good news for telko :
http://dolgado. blogspot. com/2008/ 06/teleco- sing-song- for-rp-24-
triliun.html


 - - --


+ +
+ + + + +
Mohon saat meREPLY posting, text dari posting lama dihapus
kecuali diperlukan agar CONTEXTnya jelas.
+ + + + +
+ +Yahoo! Groups Links




 


  

Re: [obrolan-bandar] BANKING SECTOR : Time to buy

2008-06-24 Terurut Topik Christine Boyd
i know who El is ..?
but we need to keep personal confidentiality?
Tien


- Original Message 
From: HP [EMAIL PROTECTED]
To: Obrolan Bandar obrolan-bandar@yahoogroups.com
Sent: Tuesday, June 24, 2008 12:26:05 PM
Subject: Re: [obrolan-bandar] BANKING SECTOR : Time to buy


Mugkn Elain lagi mau mengkamuflase kan dirinya shg org kira dia itu MBC 
(malaysian born chinese)



From: Jack Cowok [EMAIL PROTECTED] com
Date: Mon, 23 Jun 2008 20:24:51 -0700 (PDT)
To: obrolan-bandar@ yahoogroups. com
Subject: Re: [obrolan-bandar] BANKING SECTOR : Time to buy

P. Pyriel,
 
Maaf kan dia.
Mungkin karena dia terbiasa berbahasa Asin
 
Tapi setidak dia sudah berubah

Salam
JACK
 

PyRiEL PyRiEL pyriel.pyriel@ gmail.com wrote:
bisa gak kata Indon gak dipake..
rada gak enak dengernya..


On 6/24/08, Jack Cowok [EMAIL PROTECTED] com wrote: 
Nah lo, El. 


abdulrahim abdulrahim abdul.rahman. [EMAIL PROTECTED] com wrote:On Tue, Jun 
24, 2008 at 2:50 AM, Elaine Sui
you.can.call. me.elaine@ gmail.com wrote:
 Ummm, mind if I correct your posts?, it could mislead someone here..

 Finance sector is undervalued
 (you wrote it's undervalue, suggesting that it is should be valued lower)

It IS should be

or

It should be

?

:D



 


  

Re: [obrolan-bandar] mohon advise ANTM

2008-06-24 Terurut Topik Christine Boyd
setuju pak ...
nah hari ini ANTM mulai menggeliat. 
Salam,,
tien


- Original Message 
From: JsxTrader [EMAIL PROTECTED]
To: obrolan-bandar@yahoogroups.com
Sent: Tuesday, June 24, 2008 7:24:06 AM
Subject: Re: [obrolan-bandar] mohon advise ANTM


Agree Pak.., kalau ngga bisa bantu minimal jgn ngeledek lah.., it could happen 
to anyone.., termasuk kita.

Saya lg ngga didepan comp.., ntar deh saya coba bantu intip chartnya.., saya 
sih punya kesan ANTM 'ngga boleh' naik dulu.., ntah apa alasannya... , mungkin 
lg akumulasi sambil menunggu berita baik dan kondisi market membaik.

Sent from my BlackBerry® wireless device from XL GPRS network

From: swan silo swan_groups@ yahoo.com
Date: Mon, 23 Jun 2008 16:09:57 -0700 (PDT)
To: obrolan-bandar@ yahoogroups. com
Subject: Re: [obrolan-bandar] mohon advise ANTM

mari kita simpati kepada sesama.. .kalau bisa dibantu...dibantula h sebagai 
sesama trader/investor. . 


- Original Message 
From: Pemain Mini [EMAIL PROTECTED] com
To: obrolan-bandar@ yahoogroups. com
Sent: Monday, June 23, 2008 10:30:44 PM
Subject: Re: [obrolan-bandar] mohon advise ANTM


hari gini main ANTM ?
KACINNN DEH LO.. . 
 
 
- Original Message - 
From: winanjaya 
To: obrolan-bandar@ yahoogroups. com 
Sent: Monday, June 23, 2008 4:15 PM
Subject: [obrolan-bandar] mohon advise ANTM

Dear Seniors,

ada apa dng ANTM? .. dulu pernah uber2an dng BUMI.. koq sekarang tertinggal 
jauh.. apakah ada yang bisa berikan advise? ..

TIA


 


  

Re: [obrolan-bandar] mohon advise ANTM

2008-06-24 Terurut Topik Christine Boyd
kali kagak pak Alwin... dia akan ke 3600
tapi saya bukan ahlinya utk provide analysa dll..
hanya rumor dari orang (yang bisa saya percaya)...he..he .. :)
salam,
Tien


- Original Message 
From: Alwin Supriatna [EMAIL PROTECTED]
To: obrolan-bandar@yahoogroups.com
Sent: Tuesday, June 24, 2008 7:33:44 PM
Subject: Re: [obrolan-bandar] mohon advise ANTM


paling tinggi 3400 trus jeblok lagi

--- On Tue, 6/24/08, Christine Boyd christine0911@ yahoo.com wrote:

From: Christine Boyd christine0911@ yahoo.com
Subject: Re: [obrolan-bandar] mohon advise ANTM
To: obrolan-bandar@ yahoogroups. com
Date: Tuesday, June 24, 2008, 11:16 AM


setuju pak ...
nah hari ini ANTM mulai menggeliat. 
 
Salam,,
tien


- Original Message 
From: JsxTrader [EMAIL PROTECTED] com
To: obrolan-bandar@ yahoogroups. com
Sent: Tuesday, June 24, 2008 7:24:06 AM
Subject: Re: [obrolan-bandar] mohon advise ANTM


Agree Pak.., kalau ngga bisa bantu minimal jgn ngeledek lah.., it could happen 
to anyone.., termasuk kita.

Saya lg ngga didepan comp.., ntar deh saya coba bantu intip chartnya.., saya 
sih punya kesan ANTM 'ngga boleh' naik dulu.., ntah apa alasannya... , mungkin 
lg akumulasi sambil menunggu berita baik dan kondisi market membaik.

Sent from my BlackBerry® wireless device from XL GPRS network

From: swan silo swan_groups@ yahoo.com
Date: Mon, 23 Jun 2008 16:09:57 -0700 (PDT)
To: obrolan-bandar@ yahoogroups. com
Subject: Re: [obrolan-bandar] mohon advise ANTM

mari kita simpati kepada sesama.. .kalau bisa dibantu...dibantula h sebagai 
sesama trader/investor. . 


- Original Message 
From: Pemain Mini [EMAIL PROTECTED] com
To: obrolan-bandar@ yahoogroups. com
Sent: Monday, June 23, 2008 10:30:44 PM
Subject: Re: [obrolan-bandar] mohon advise ANTM


hari gini main ANTM ?
KACINNN DEH LO.. ... 
 
 
- Original Message - 
From: winanjaya 
To: obrolan-bandar@ yahoogroups. com 
Sent: Monday, June 23, 2008 4:15 PM
Subject: [obrolan-bandar] mohon advise ANTM

Dear Seniors,

ada apa dng ANTM? .. dulu pernah uber2an dng BUMI.. koq sekarang tertinggal 
jauh.. apakah ada yang bisa berikan advise? ..

TIA



 
 


  

[obrolan-bandar] ANTM

2008-06-20 Terurut Topik Christine Boyd
Dari Jakarta Post : 
BHP Billiton and Antam Sign Deal To Develop Nickel Resources in RI
Associated Press, Sydney
 
Global mining giant BHP Billiton and Indonesias Antam Tbk have signed a joint 
venture agreement to develop nickel literate resources in eastern Indonesia.
 
Each of the companies will take a 50 percent share in the venture, which was 
inked in the Indonesia capital of Jakarta on Wednesday by senior officials of 
each company. The pact came after a heads ofagreement was signed in February 
last year.
 
This move is in line with Antams strategy to move into higher technology and 
downstream metals processing activities, Antam said in a news release that was 
posted on the Australian Securities Exchange. This strategic alliance with BHP 
Billiton is also expected to mitigate the cost and risk of developing mineral 
deposits.
 
Further details of the venture would be released later, the company said.
 
The venture is conditional on the approval of the BHP Billiton board, which is 
expected to take a decision within the next month.
 
Antam in currently pursuing a takeover of Australian lead and zinc explorer 
Herald Resources Ltd. with its China partner Shenzhen Zhongjin Lingnan Nonfemet 
Co Ltd., offering A$2.80 a share in a deal that values Herald at A$554 million 
(US$522 million). The offer matches a competing bid from Indonesias Bumi 
Resources Tbk. – AP


  

[obrolan-bandar] TLKM

2008-06-17 Terurut Topik Christine Boyd
Ampun ... ampun dengan TLKM...?
ada yang bisa beri reasoning untuk penurunan ini ...?
Salam, 
Tien


  

[obrolan-bandar] Banking

2008-06-10 Terurut Topik Christine Boyd
Dear Para Suhu,
Apa ini saat-nya beli saham2 banking?
BBCA, BMRI, BBRI  ..?
Thanks 


  

[obrolan-bandar] Indika Energy

2008-06-05 Terurut Topik Christine Boyd
mohon advis Indika Energy yang akan IPO, prospeknya bagaimana ya?
thanks 


  

Re: [obrolan-bandar] DEWA bergetar di tengah badai

2008-05-08 Terurut Topik Christine Boyd
katanya wartawan kontan DEWA akan di beli BUMI sebag sahamnya.
Salam,
Tien



- Original Message 
From: agoes_htm [EMAIL PROTECTED]
To: obrolan-bandar@yahoogroups.com
Sent: Thursday, May 8, 2008 9:57:36 AM
Subject: [obrolan-bandar] DEWA bergetar di tengah badai


Di tengah2 index kita sedang mengalami badai. DEWA mengalami kenaikan, 
penyebabnya apa yah? Apakah karena minyak naik, laba naik, atau ada 
corporate action?

Regards

 


  

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[obrolan-bandar] BMRI

2008-05-08 Terurut Topik Christine Boyd
Mohon advis koq BMRI turun lagi ya..? Saya favorit saham ini.
Bisa gak sampai ke Rp 3500?
Thanks 
Salam 


  

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know-it-all with Yahoo! Mobile.  Try it now.  
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Re: [obrolan-bandar] BMRI

2008-05-08 Terurut Topik Christine Boyd
Pak Ozzy, 
terima kasih banyak atas masukan dan ulasannya 
sangat comprehensive...
thanks 



- Original Message 
From: ozzy manoach [EMAIL PROTECTED]
To: obrolan-bandar@yahoogroups.com
Sent: Thursday, May 8, 2008 4:05:59 PM
Subject: Re: [obrolan-bandar] BMRI


Bu Christine,

Untk sektor banking kl di lihat kedepan, kecil kemungkinan Bullishnya..

NPL terakhir rata2 bank di 4,8% (maksimum 5%), dengan BI rate up trending dan 
BBM domestik mau naik, akan mendorong inflasi yg

menyebabkan kemungkinan membesarnya gagal bayar..

setahu saya, BMRI higher cost karena mostly customernya corporate (debitur 
maupun kreditur), jadi resikonya sebenarnya lbh besar..

yg saya dengar juga mereka diversifikasi ke bond beda dgn BBCA yg taruh di BI 
rate jadi exposurenya lbh gede..

selain itu, setahu saya walau BI rate naik, mereka tidak naikan bunga kreditur 
supaya targetnya masuk, jadi lower profit..

overall, bukan BCA atau BMRI yg lbh baik, tp overall banking sector might be 
suffered

lebih baik hindari dulu yg bau2 inflasi

mining dan CPO should be superstar, cuma kpn entry pointnya.. itu keberanian 
masing..



best regards


- Original Message 
From: Christine Boyd christine0911@ yahoo.com
To: obrolan-bandar@ yahoogroups. com
Sent: Thursday, May 8, 2008 3:00:07 PM
Subject: [obrolan-bandar] BMRI


Mohon advis koq BMRI turun lagi ya..? Saya favorit saham ini.
Bisa gak sampai ke Rp 3500?
Thanks 
Salam 

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[obrolan-bandar] BMRI

2008-04-24 Terurut Topik Christine Boyd
Mohon advis prospek BMRI. Koq masih anjlok di bawah 2800? Apa ini gara gara SUN?
Atau kekawatiran akan sector perbankan / finance yang mungkin terkena impas US 
Subprime?

thanks 
Salam
Tien


  

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Re: [obrolan-bandar] BBCA vs BMRI

2008-03-27 Terurut Topik Christine Boyd
terima kasih pak masukannya...

Tien


- Original Message 
From: ALX™ [EMAIL PROTECTED]
To: obrolan-bandar@yahoogroups.com
Sent: Thursday, March 27, 2008 3:05:12 PM
Subject: Re: [obrolan-bandar] BBCA vs BMRI

Sila kan di lihat-lihat (attachmentnya)

BBCA vs BMRI

-- 
Salam
ALX™




On 3/27/08, Christine Boyd christine0911@ yahoo.com wrote:
Rekan senior,
mana yang di recommend BBCA atau BMRI saat ini?
Terima kasih.
Salam,
Tien



 


  

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[obrolan-bandar] BBCA vs BMRI

2008-03-26 Terurut Topik Christine Boyd
Rekan senior,
mana yang di recommend BBCA atau BMRI saat ini?
Terima kasih.
Salam,
Tien


  

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Re: Bls: [obrolan-bandar] TMPI : PT AGIS TP nya bagaimana??

2008-02-23 Terurut Topik Christine Boyd
iya paktermasuk juga teman dekat-nya TMPI alias : MTDL

rgds,


- Original Message 
From: Lkm Jkt [EMAIL PROTECTED]
To: obrolan-bandar@yahoogroups.com
Sent: Sunday, February 24, 2008 1:08:34 PM
Subject: Bls: [obrolan-bandar] TMPI : PT AGIS TP nya bagaimana??

Ibu Marina
Saya pun anggota baru dari milis Ob, 
Tapi mengenai bisnis TMPI  sama dengan saya , yang berbeda skala ekonominya.
Saham ini tidak cocok untuk klas Yunior.
Thk.
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Re: BUMI RE: [obrolan-bandar] Berani Bantai BUMI ?

2008-02-23 Terurut Topik Christine Boyd
Yang hebat adalah manuver business-nya 
Disamping management national yang jago juga disupport oleh staff India yang 
banyak juga(even before Tata group bought some of KPC's share)

Tien


- Original Message 
From: indra zen [EMAIL PROTECTED]
To: obrolan-bandar@yahoogroups.com
Sent: Sunday, February 24, 2008 1:19:33 PM
Subject: Re: BUMI RE: [obrolan-bandar] Berani Bantai BUMI ?

someday bumi akan jadi perusahaan tambang yang sejajar bahkan bisa melebihi 
BHPBilliton atau rio tinto...will see
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[obrolan-bandar] Kronologis dan Klarifikasi Transaksi Ibu Cynthia.

2008-02-22 Terurut Topik Christine Boyd
Pak Indra, wah ini komentar yang seimbangcukup arif.
bagaimana kalau case closed dan mulai konsentrasi next week battle yang 
kelihatannya BEI akan hijau..

Salam.
Tien


- Original Message 
From: indra mulyana [EMAIL PROTECTED]
To: obrolan-bandar@yahoogroups.com
Sent: Saturday, February 23, 2008 12:01:21 AM
Subject: Re: [obrolan-bandar] Kronologis dan Klarifikasi Transaksi Ibu Cynthia.

Semua kesalahan bisa terjadi pada siapa pun baik manusia maupun system. IPOT 
hanya Aplikasi yang di bangun oleh segelintir orang IT yang berbakat di negara 
ini, beberapa kekurangan pasti ada. Jangankan IPOT, bila anda menggunakan 
microsoft office 2007 pada aplikasi excel 2007 masih ada bug yang ditemukan. 
Masalah excel 2007 pun bisa merugikan konsumennya bukan hanya milyar-an rupiah 
bahkan sampai ratusan milyar mungkin triliunan. Namun apa reaksi Microsoft ... 
hmmm ( adem ayem ) .. setelah ramai beritanya di beberapa forum .. baru mereka 
memperbaiki kesalahannya.
 
Tidak percaya. Coba tuliskan angka 850 pada salah satu sel di excel 2007 dan 
77,1 di sel yang lain .. lalu kalikan ke 2 sel tersebut di sel yang lain .. 
pasti hasilnya 100.000.. aneh kan .. itu karena bug aplikasi.
 
Maka dari itu .. mari kita sama2 saling mengerti .. tidak ada satupun manusia 
atau apapun yang sempurna... masih perlu terus improvement.
 
Kalo saya baca dari bebrapa komentar dr millis mengenai masalah Ibu Cynthia 
ini.. Saya tidak menyalahkan konsumen maupun IPOT. 
 
Namun saran saya untuk perusahaan IPOT .. layanilah konsumen seperti halnya 
RAJA ...
Buatlah Customer Satifaction program pada perusahaan anda, agar konsumen selalu 
puas pada pelayanan anda.
 
Dan untuk konsumen .. pahamilah kekurangan2 yang ada pada perusahaan yang kita 
pilih .. baik dari product maupun jasa, karena kita sendiri yang pilih 
perusahaan tsb.. berarti kita memutuskan untuk menjadi mitra kerjasama pada 
perusahaan itu.
 
Itu saja masukan dari saya . peace !!
 
ngomong2 ... bagaimana dengan BTEL setelah right isue ... apakah akan 
menjanjikan ??

Welly Lamono welly_lamono@ yahoo.com wrote:
Sepertinya IPOT perlu memperbaiki IT nya. Jelas ada bugs kalau begini.
Namun saya juga menghargai IPOT yg telah mengembalikan uang Anda walaupun harus 
melalui cara yg tidak mudah. Saya juga kagum atas kegigihan Cynthia dan telah 
sharing pada kami semua. 

Semoga IPOT juga bisa menjadi lebih baik melalui ini semua. 

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[obrolan-bandar] Re: RESEP DARI PEMULA UNTUK PEMULA

2008-02-21 Terurut Topik Christine Boyd
Met Pagi pak ...
wah ini sangat berguna bagi saya yang pemula

rgds,
Tien


- Original Message 
From: Ricky Wakiman [EMAIL PROTECTED]
To: obrolan-bandar@yahoogroups.com
Sent: Thursday, February 21, 2008 9:27:32 PM
Subject: RESEP DARI PEMULA UNTUK PEMULA RE: [obrolan-bandar] ADA YANG LEBIH 
SIAL DARI SAYA GA?


  

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[obrolan-bandar] Salam kenal Join OB

2008-02-20 Terurut Topik Christine Boyd
Met siang, 

Salam kenal semuanya ...saya baru join di OB dan mungkin bisa belajar banyak 
dari para senior disini. 
Maaf betul betul pemula di trading saham, jadi kalau banyak nanya mohon jangan 
dilecehkan ya...

Salam,
Tien


  

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