[obrolan-bandar] GZCO target price 480-500 end of year 2008
Saya sepakat pak Jos Saya sendiri berhasil beli di 270 lumayan banyak.. dan rencana mau saya kekep sampai sekitar 3 tahun lagi... (belajar long-term kaya bang Warren Buffet) Ngeliat prospeknya, lahan GZCO yg sudah menghasilkan baru 13ribuan dari 50ribuan, artinya baru baru hampir 30% saja, itupun usia panennya belum sekitar 9-12tahun (secara lahan CPO mak nyos nya di usia 9-12tahun) Artinya justru kalau dilihat dari prospeknya, palng nngak 1-2 tahun lagi sudah menghasilkan. Dengan kondisi belum menghasilkan saja dgn exp. EPS sekitar Rp31.6/share (dari 158bio Net Income / 5bio share outstanding) dan dgn harga IPO Rp 225/share saja exp. PER di akhir 2008 sudah 7.12x, ini kalau harga IPO... Tapi kalau ikut PER rata2 industri 12-15x, harganya bisa Rp380-475/share... Perlu diingat lagi catatannya, Debt/Equity dia sekitar 89%an (very highly leverage compare to AALI which is only 41% with PER only 12x), dilihat dari liquiditasnya luar biasa, di hari pertama tranaksi g terjadi sekitar 1,450,000,000 share yg artinya 95% dari listed share outstanding Belum lagi kalau dilihat exp. ROE yg 39.5%, second highest after AALI (even above SMAR which is 32%, UNSP 22% LSIP 22%) Gimana kalau lahannya yg 50ribuan itu full panen ditambah rencana2 ekspansi dia Kalau saya masih optimis dgn target price 480-500 di akhir 2008 dgn asumsi PER 16x (above industry average considering high D/E, high market liquidity, high ROE, etc) jos_martino [EMAIL PROTECTED] wrote: GOZCO bakal ngegas minggu depan. Makin sedikit penumpang makin cepat larinya.. --- In obrolan-bandar@yahoogroups.com, petualang.saham [EMAIL PROTECTED] wrote: Harusnya GZCO gnt CODE dulu jadi GZOC... Mungkin lbh menarik... Jadi OC trs, tidak KO di ronde2 awal... He.. he.. he.. --- In obrolan-bandar@yahoogroups.com, rudd haas rudd_me@ wrote: Saya sih masih nunggu di bawah harga IPO aja untuk GZCO, kalau ga di kasih mending ambil TBLA atau LSIP Kemarin CTRP saya dapat 1/2 harga IPO di 700 MNCN juga sekarang tinggal 2/3 Harga IPO ( Belum terlalu yakin sama prospek nya) Richard S richardmux@ wrote: Yoi.. biar 230-235 jg gw pungut.. On 5/17/08, Kevin Hogan kvnhgn@ wrote: Hayo buang semua GZCO hari Senin. Nanti saya beli di harga Rp 225 On 5/17/08, t_bumi t_bumi@ wrote: --- In obrolan-bandar@yahoogroups.com obrolan-bandar%40yahoogroups.com, Felicia Rumondor felicia_rumondor@ wrote: Numpang komentar ya...dilihat dari jumlah saham yang beredar mungkin lebih cocok kalau membandingkan GZCO dengan ELSA,..tinggal menunggu index merah tipis saja sepertinya GZCO akan turun teratur..Pak TBUMI mungkin punya data berapa PER GZCO?? SIP : tbumi PER 55, Asset 1T, Profit 25M, Equity 506M, Liability 480M Dgn harga tertinggi di Rp. 315, maka saham ini belum bisa masuk kategori BC. Jadi masih di lapis ke 3, itupun dilihat dari harga tertingginya Rp. 315. Idealnya saham lapis ke 2 dan 3 per masih dibawah 20. -- Sent from Gmail for mobile | mobile.google.com
Re: [obrolan-bandar] 1000+ points rally is about to come... but not soon..
Sorry you're wrong pals... Market had anticipated the high inflation in mid-April And if you're good enough to see the indicators, you can feel that. Motorcycle and car sales increased dramastically amid high inflation. Even when it made down those manufacturing sectors such ASII, they'll move to commodities (as we knew that JKSE is heavily weighted from commodities i.e coal and CPO) So welcome the next +1000 rally eventhough it's not realy rally but still can make 50% margin from now at least if you're good enough.. Pusat Dunia [EMAIL PROTECTED] wrote: he.he buy on dips ya !! bisa saja ke 2000 ... [beli lagi]. Inflation numbers are going to stay high for a while and there's no sign of relief on that front, and that's going to make life very difficult for the most people [around the world] --- On Wed, 5/14/08, tumis kangkung [EMAIL PROTECTED] wrote: From: tumis kangkung [EMAIL PROTECTED] Subject: Re: [obrolan-bandar] Fwd: 1000+ points rally is about to come... but not soon.. To: obrolan-bandar@yahoogroups.com Date: Wednesday, May 14, 2008, 5:58 PM YES, when u said your 2000 target, I really love it ! On Wed, May 14, 2008 at 4:38 PM, Elaine you.can.call. me.elaine@ gmail.com wrote: Re-post. Read the BIG ONES. Kalau ikut Elaine pick di bottom last month, AT LEAST you've gained around 50%-100%. (But I dunno your stockpick, so it depends. But you can't be that stupid). The answer for the trivia is #1. Strong US Dollar. I'm too good to be true, so I'll just say lol :) Don't worry, we still have a looong way to go. Elaine -- Forwarded message -- From: Elaine you.can.call. me.elaine@ gmail.com Date: Sun, Mar 16, 2008 at 12:27 AM Subject: 1000+ points rally is about to come... but not soon.. To: obrolan-bandar@ yahoogroups. com MY 2 CENTS Credit crunch, weak dollar, carrytrade unwind, commodity bubble, recession, Structural damage, Election Syndrome, oil surges, Outflows, Redemption, tanda alam, ... etc etc.. Conclusion: Super bearish. Yes, we're all aware of that, thank you. BUT... someone here asked me about the bull, well I have this.. This year (obviously NOT this month) you'll see a slow yet unstoppable 1000+ points rally that could last for months. Please print this email and stick it on the wall. I can guarantee you IF you can sucessfully pick ANY bluechips at the bottom, at the end of this year you can get a filthy 50% gain to say the least, 100% if you're good. Up to 400% if you're that lucky. Fair enough? :) Now, the big question is where is the bottom at?, I'll give that to you to think my dear friends.. Trivia: Give me your best analysis on this, which is the best possible TRIGGER? Is it: 1. Strong US dollar, rejecting the rate cut = weak dollar myth 2. Money flow from commodity markets e.g. Gold/Oil crash 3. After the Judgement Day (you know what this is, the war to end all war, make a guess..) You can use technical, fundamental, whatever you like, just give me some feedback. Maybe I can then contribute something useful so you can love me more (lol forgive me for being bitchy..) To elaine haters=Now I'm challenging you to have your words instead of whining like an old fart..lol. Don't be so intimidated by women, we're good on this,... right Mimi? I'm aware that some of the members here always think I was a man, because they think women can't do better than men and it sucks for men to get beaten up by women. lol.. Mind my manners, this' just business. Don't underestimate women, we're far better on handling resources like wealth, information and, of course, men. So take your time, make some analysis, while I prepare the remaining ICBMs.. Don't worry too much about my 2000 target (as just confirmed by Oentoeng, he's good). It's just an entry point. You'll love it like I do. Elaine
Lyonnais Capital JUAL BUMI 90% sahamnya di BEI for Rp 2T ----Re: [obrolan-bandar] BANDAR ITU KUAT dan LIHAI SEKALI
Iya mbah kita semua tau bandar emang gede banget dananya... Bocoran nih (mungkin juga mbah yg lain udah tau, esp EL yang ikutan mainin dananya) Crédit Lyonnais Capital Investissement, investment banking asal Europe kan punya planning jual hampir 90% saham dia di BEI yang most of it is BUMI... All worth of Rp 2 T. That's why everytime BUMI goes up, they sell, and then drop technical rebound again and sell untill 90% of their portfolio turned into cash to cover their SM loss Now it has already sold for about Rp 1.2 T, so there's still 800million way to go (if I'm not mistaken... EL could you give us a hint how much more they need to sell...?) Mereka juga belinya baru 2007 kemarin pas di harga average sekitar 2400an.. So buat BUMI-ers... Tighten your seat belt for another roller coaster... Nggak lama lagi baru deh kita nanjak lagi... Soon hopefully.. =) Have a nice week end... jsx_consultant [EMAIL PROTECTED] wrote: BANDAR ITU KUAT dan LIHAI SEKALI Sampai tadi malem, SEMUA senior OB bilang BUMI bakal turun dalem, temasuk embah (malu.com.deh). Kalo ada yg bilang naek.. sorry... Tapi pagi ini BUMI dihajar ampe +8,7% ketika MAYORITAS investor udah STRESS BERAT... Bandar bisa menaikan BUMI ke 8000 dan kemudian ke 5000, dengan alasan CB, coal cuman $44 dll... Tapi coba pikir dengan jernih: - Kenapa RESEARCH BUMI dulu bagus2 ?. Apakah soal $44 itu: - Ditutupi oleh emiten ? - Ditutupi oleh analis research ? Apakah prinsip KETERBUKAAN EMITEN itu cuman untuk mempermainkan investor publik ?. Tapi yg jelas: - Bandar itu punya POWER yg lebih gede dari SEMUA trader. - Technical bilang JELEK pun bisa DILAWAN (at least pagi ini). - Bandar itu bukan hanya bisa mengendalikan harga saham BUMI tapi juga seluruh BEI alias IHSG. - You rock. That's why Blockbuster's offering you one month of Blockbuster Total Access, No Cost.
BUMI di harga Rp5432? Re: [obrolan-bandar] Re: IHSG 2600: level Lower Extreme Line (LEL)
Iya tuh.. gw juga padahal megang bumi meski cuma skala kecil... Kalo nggak salah ini ada hubugannya ama rencana BNBR yang mau akuisisi BUMI dengan harga Rp 5,432/share.. bener nggak ya? Padahal juga diliat dari PERnya yg masih kecil, liquidity financial risk yang udah sedeng, harusnya PERnya masih bisa naik lagi secara expected income seluruh indikasi financial performance dia bagus banget tahun 2007 kemarin... Mohon para senior embah yang lebih dekat dengan informasi bisa menjelaskan... Bisa kacaw nih kalo gini. Terus utk ITMG kira2 bberapa hari ke depan gimana ya prospeknya? Kayanya udah mulai bangun dari tidurnya tuh si ITMG? Please share ~NewbieInTheStockMarket~ - Original Message From: Felicia Rumondor [EMAIL PROTECTED] To: obrolan-bandar@yahoogroups.com Sent: Tuesday, March 4, 2008 6:01:39 PM Subject: Re: [obrolan-bandar] Re: IHSG 2600: level Lower Extreme Line (LEL) HelLo TemaN2 OB...,BUMI keNapA YacH?? Ada HubUngAnnya NgGa siCh sAmA Attch InI..Thx YacH... - Original Message From: jsx_consultant jsx-consultant@ centrin.net. id To: obrolan-bandar@ yahoogroups. com Sent: Tuesday, March 4, 2008 5:40:55 PM Subject: [obrolan-bandar] Re: IHSG 2600: level Lower Extreme Line (LEL) --- In obrolan-bandar@ yahoogroups. com, Odink [EMAIL PROTECTED] . wrote: Hehee.. Apa bumi gak kedeteksi jam bandarnya, mbah? Bandarnya pake jam karet merk ROLEK (pake K).. hehehe... -Original Message- From: jsx_consultant jsx-consultant@ ... Sent: 04 March 2008 16:35 To: obrolan-bandar@ yahoogroups. com obrolan-bandar@ yahoogroups. com Subject: [obrolan-bandar] Re: IHSG 2600: level Lower Extreme Line (LEL) ITULAH sebelnya kalo ada PROGRAM SELLING, kalo barang yg mau dijual masih banyak kan BERABE karena tidak terlihat pada GRAFIK... Kalo menurut embah, IHSG hari ini turun bukan karena pengaruh REGIONAL/US DJI tapi karena gempa BUMI... BUMI selama ini menjadi MOTOR IHSG dan menjadi SENTIMEN MARKET sehari hari, nah beberapa hari ini BUMI jalan mundur akibatnya sentimennya jadi NEGATIF ke IHSG.. TAPI ada suatu TANDA TANYA bagi embah tentang PROGRAM SELLING INI, kenapa die milih melakukan SELL disaat market lagi JELEK ?. INI kan engga MAKE SENSE... Be a better friend, newshound, and know-it-all with Yahoo! Mobile. Try it now. Be a better friend, newshound, and know-it-all with Yahoo! Mobile. Try it now. http://mobile.yahoo.com/;_ylt=Ahu06i62sR8HDtDypao8Wcj9tAcJ
Re: BUMI di harga Rp5432? Re: [obrolan-bandar] Re: IHSG 2600: level Lower Extreme Li
That's why I need confirmation.. Gw sih berharap itu cuma rumor, tapi rumornya udah santer banget. Harusnya sih nggak bakal sampe 5400an gitu secara valuasi fundamentalnya dari Debt/Equity ratio dia udah mulai berkurang hampir 4x dibanding setengah tahun sebelumnya, kan artinya expected increase in PER jadi lebih tinggi. Paling2 6700 aja harusnya udah terlalu murah.. Gimana para sesepuh senior? Ada yang bisa bantu kasih comment soal BUMI? Sekalian comment ttg ITMG yang kayanya udah mulai technical rebound hari ini, kira2 kamis bisa tembus 28500 nggak? secara financial performance dia luar biasa, financial risk berkurang (Debt/Equity berkurang drastis dibanding 2006), liquidity risk juga berkurang (current ratio quick ratio ITMG berkurang jauh, mulai mendekati PTBA).. Mohon yang punya info lebih lanjut ttg ITMG bisa disharing? - Original Message From: petualang.saham [EMAIL PROTECTED] To: obrolan-bandar@yahoogroups.com Sent: Tuesday, March 4, 2008 10:42:05 PM Subject: BUMI di harga Rp5432? Re: [obrolan-bandar] Re: IHSG 2600: level Lower Extreme Li Informasi BNBR maw beli BUMI Rp 5.432, News or rumor???.. --- In obrolan-bandar@ yahoogroups. com, Diwya Satwika P diwya_satwika@ ... wrote: Iya tuh.. gw juga padahal megang bumi meski cuma skala kecil... Kalo nggak salah ini ada hubugannya ama rencana BNBR yang mau akuisisi BUMI dengan harga Rp 5,432/share. . bener nggak ya? Padahal juga diliat dari PERnya yg masih kecil, liquidity financial risk yang udah sedeng, harusnya PERnya masih bisa naik lagi secara expected income seluruh indikasi financial performance dia bagus banget tahun 2007 kemarin... Mohon para senior embah yang lebih dekat dengan informasi bisa menjelaskan. .. Bisa kacaw nih kalo gini. Terus utk ITMG kira2 bberapa hari ke depan gimana ya prospeknya? Kayanya udah mulai bangun dari tidurnya tuh si ITMG? Please share ~NewbieInTheStockMa rket~ - Original Message From: Felicia Rumondor felicia_rumondor@ ... To: obrolan-bandar@ yahoogroups. com Sent: Tuesday, March 4, 2008 6:01:39 PM Subject: Re: [obrolan-bandar] Re: IHSG 2600: level Lower Extreme Line (LEL) HelLo TemaN2 OB...,BUMI keNapA YacH?? Ada HubUngAnnya NgGa siCh sAmA Attch InI..Thx YacH... - Original Message From: jsx_consultant jsx-consultant@ centrin.net. id To: obrolan-bandar@ yahoogroups. com Sent: Tuesday, March 4, 2008 5:40:55 PM Subject: [obrolan-bandar] Re: IHSG 2600: level Lower Extreme Line (LEL) --- In obrolan-bandar@ yahoogroups. com, Odink junkcrix@ . wrote: Hehee.. Apa bumi gak kedeteksi jam bandarnya, mbah? Bandarnya pake jam karet merk ROLEK (pake K).. hehehe... -Original Message- From: jsx_consultant jsx-consultant@ ... Sent: 04 March 2008 16:35 To: obrolan-bandar@ yahoogroups. com obrolan-bandar@ yahoogroups. com Subject: [obrolan-bandar] Re: IHSG 2600: level Lower Extreme Line (LEL) ITULAH sebelnya kalo ada PROGRAM SELLING, kalo barang yg mau dijual masih banyak kan BERABE karena tidak terlihat pada GRAFIK... Kalo menurut embah, IHSG hari ini turun bukan karena pengaruh REGIONAL/US DJI tapi karena gempa BUMI... BUMI selama ini menjadi MOTOR IHSG dan menjadi SENTIMEN MARKET sehari hari, nah beberapa hari ini BUMI jalan mundur akibatnya sentimennya jadi NEGATIF ke IHSG.. TAPI ada suatu TANDA TANYA bagi embah tentang PROGRAM SELLING INI, kenapa die milih melakukan SELL disaat market lagi JELEK ?. INI kan engga MAKE SENSE... Be a better friend, newshound, and know-it-all with Yahoo! Mobile. Try it now. _ _ _ _ _ _ Be a better friend, newshound, and know-it-all with Yahoo! Mobile. Try it now. http://mobile. yahoo.com/ ;_ylt=Ahu06i62sR 8HDtDypao8Wcj9tA cJ Looking for last minute shopping deals? Find them fast with Yahoo! Search. http://tools.search.yahoo.com/newsearch/category.php?category=shopping
Re: [obrolan-bandar] TBLA apa kabar?
Hehe kayanya emang TBLA dilepas dikit-dikit nih... Kelamaan reboundnya hehe.. Thx anyway.. - Original Message From: abdulrahim abdulrahim [EMAIL PROTECTED] To: obrolan-bandar@yahoogroups.com Sent: Saturday, March 1, 2008 3:04:18 PM Subject: Re: [obrolan-bandar] TBLA apa kabar? Saham2 CPO pada tertahan malah Pak. AALI aja turun khan 4 hari ini. Padahal seperti yang Bapak bilang, CPO melejit. Ini sih gara2 pemerintah yang kerjanya malakin doang. Pemerintah kalau agak cerdasan dikit, naikinnya PE CPO jangan gede2 amat sih. Jadi, disamping melindungi pasokan CPO di dalam negeri, produsen CPO juga bisa menikmati kenaikan harga, serta negara mendapatkan tambahan penghasilan dari peningkatan PE. Dan OBers yang macarin eneng2 CPO di BEI ikut senang deh hehehe Semua senang khan... PE tinggi gini malah macet semua deh. Payah emang pemerintah nih. Kalau malakin doang sih, tukang preman pasar juga bisa... hihihi 2008/2/23 Diwya Satwika P diwya_satwika@ yahoo.com: Dear para senior... Ada yang bisa kasih gambaran ttg TBLA? Gw nyangkut nih... padahal harusnya CPO naik, AALI naik, UNSP naik (meski dikit), tapi koq TBLA nggak ikutan ya? Kira-kira target price 3bulan, 6bulan akhir taon berapa ya? Thx .. Looking for last minute shopping deals? Find them fast with Yahoo! Search. http://tools.search.yahoo.com/newsearch/category.php?category=shopping
Re: [obrolan-bandar] Re: Stock Picking 3/3/2008
Harga metal bisa diliat di lonon metal exchange alias www.lme.co.uk. Nah, CPO Coal basanya ada di harian bisnis indonesia deh pak..Nggatau juga ada yg punya gak coal CPO price ambilnya dimana - Original Message From: hengky.sasmita [EMAIL PROTECTED] To: obrolan-bandar@yahoogroups.com Sent: Friday, February 29, 2008 5:55:00 PM Subject: [obrolan-bandar] Re: Stock Picking 3/3/2008 --- In obrolan-bandar@ yahoogroups. com, hendrik_lwww hendrik_lwww@ ... wrote: Absolutely ANTM and INCO, NIkel nanja terus, udah tembus 31ribu tuh, mungkin malam ini tembus 32/33 ribu USD/MT Emas juga sekarang 970 $/Troy ounce Ada yang tau harga CPO dan Coal saat ini?? Pak Hendrik, mo tanya kalau lihat harga metal yang real time di situs apa ya? tx Looking for last minute shopping deals? Find them fast with Yahoo! Search. http://tools.search.yahoo.com/newsearch/category.php?category=shopping
[obrolan-bandar] TBLA apa kabar?
Dear para senior... Ada yang bisa kasih gambaran ttg TBLA? Gw nyangkut nih... padahal harusnya CPO naik, AALI naik, UNSP naik (meski dikit), tapi koq TBLA nggak ikutan ya? Kira-kira target price 3bulan, 6bulan akhir taon berapa ya? Thx .. - Original Message From: hendrik_lwww [EMAIL PROTECTED] To: obrolan-bandar@yahoogroups.com Sent: Saturday, February 23, 2008 3:05:42 PM Subject: [obrolan-bandar] Stock Picking 25/2/2008 Daripada bicara ilmu toge, nih stock pickingnya.. . Akumulasi (Mid - Long Term) LPPS TP 130 CNKO TP 220 KALAU MAU TEK-TOK BELI 200 JUAL 205 LPPS dan CNKO biar variasi, Blue Chip Tok Bosenin PTBA TP 12.000 ANTM TP 5.000 Short Term 4.400 UNSP TP 3.000 Short Term 2.600 TLKM TP 11.000 Short Term 10.500 BMRI TP 4.800 Short Term 3.500 BBNI TP 2.000 Short Term 1.750 INDF TP 4.000 UNVR TP 10.000 Short Term 7000 (kalau tembus bakal naik kenceng) INCO TP 10.000 Short Term 9600 Yang Isu n Performancenya lagi Asik: BTEL BMRI INDF TLKM PTBA ANTM INCO Jangka PAnjang (sangat..sangat panjang) MNCN UNVR TLKM LPPS INCO Teman2 silahkan tambahin yang lainnya... Looking for last minute shopping deals? Find them fast with Yahoo! Search. http://tools.search.yahoo.com/newsearch/category.php?category=shopping
