[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% dibanding penjualan Februari 2010 (157 unit). Selama Jan-Mar HEXA telah menjual total 559 unit. Jika trend ini terus berlanjut maka asumsi target penjualan kami untuk periode Apr 2010-Mar 2011 (tahun fiskal Jepang) sebesar 1,950 unit akan terlihat konservatif. Perseroan akan merilis laporan keuangan Apr’09-Mar’10 sekitar minggu ke 2 bulan April dan mengindikasikan laba bersih US$ 30 juta atau naik dibanding 14% dibanding US$ 26 juta di 2008 (Jan-Des). Hexa mulai merubah tahun fiskalnya semenjak Mar 2009. HEXA diperdagangkan pada PER 2010-11 8,2x-6,9x atau sangat terdiskon dari PER UNTR 15,6x-14,2x. Kami masih merekomendasikan Beli terhadap saham HEXA dengan target akhir tahun Rp5,500 berdasarkan PER 2011 9x.
[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% YoY translating into 1,409 units for 11M YTD and about 6% higher than our annual volume forecast. Hexa’s strong performance confirms United Tractor’s own strong Jan-Feb sales number. February sales of Komatsu heavy equipment reached record high which was boosted by demand from the forestry and agro segments. As Hexa mainly sells large coal mining heavy equipment, its strong demand came from the mining sector. This is a good indicator that coal companies are looking to expand and are spending capex to meet demand. Our top picks in coal mining are Adaro Energy (ADRO IJ) and ITMG. Hexa is cheap, trading at 6.7 P/E, 4.7 dividend yield and ROAE of 43% on our 2011 numbers. BUY. Temen di KK bilang analisnya bikin kemarin 5,500 cuma belum diforward researchnya
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 laporan kuartal 1 2010 pasti bagus --- On Tue, 3/30/10, Ali Susanto ali88...@yahoo.com wrote: From: Ali Susanto ali88...@yahoo.com Subject: [ob] Rapot DOID jeblok??? To: obrolan-bandar@yahoogroups.com Date: Tuesday, March 30, 2010, 9:12 PM Ada yg tau mengapa lapkeu DOID jelek? Net income -1527% Apa belom di gabung dengan buma? Thx
[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%. With most of Asia still range trading, it is difficult to say whether Indonesia can decisively break through to new highs in the short term. However, the fundamental story continues to gain traction as domestic consumption here gathers pace. Talking to corporate in the last few weeks, it is clear that growth is still accelerating in the 1Q and there is little reason to believe it would be derailed. Indocement (proxy of domestic consumption), one of the few companies reporting their 2009 results blasted our above consensus numbers. Net earnings of Rp2.7tn which was 19% ahead of our forecast of Rp2.3tn. A strong start to the year means our volume assumption of 10% growth for 2010 may be light. One of the privileges in working in Indonesia is that we get frequent visits from Chris Wood so we can pick his brain (his main office only 10 seconds walk from our sales desk). Having a chat with him last night, he feels that the real clear value in Indonesia is now in the small/mid cap space. Many of the big caps already trading well above previous highs whereas there has been little attention in the smaller companies. This gap will surely close up as risk appetite continues to improve in this market. Our top picks would be; - Hexindo (HEXA IJ), with more growth than UT's distribution business but @ only 6.7x + net cash - Ciputra Surya (CTRS IJ), only property play with majority of exposure outside of Jakarta @ 70% discount to NAV still 50% below previous high - Aneka Kimia (AKRA IJ) 8.1x for this little solid consistent that still churned growth in 2008 - BW plantation (BWPT IJ) - must read - see below Research Today: BW Plantation (BWPT IJ) - initiate with a BUY - Tp1100 - 47% upside Bigger is not always better. In the case of CPO companies, smaller in many cases is actually better cos it is much easier to grow and manage your estate at a faster pace. This must be one of the top ideas in the small/mid cap space (US$1.5m av daily turnover) where there is almost no research coverage (except local brokerage houses). BW has one of the best managed CPO estate with the highest percentage of their planted area going into maturity over the next few years. Their mechanized harvesting and fertilizing process help lift their FFB yield to 27%+ Vs industry av 21.8% . And yet this stock is among the cheapest (in every metrics) in the industry trading at only $8,500 EV/ha, and 6.8x EV/Ebita 11CL. Our target price of Rp1,100 is based on a conservative $13,000 EV/ha (industry average now at $17k) and 13x PE 11CL. The bigger CPO plays currently already trading well above those numbers. This is a BUY. Key points from the report: BW Plantation is a small but extremely fast growing palm oil plantation with the highest FFB yield in the industry at 27.4 tonnes per ha. As of 2009, 13,000 ha have reached maturity and will double in current size to 26,000 ha within three years. The total planted area will also double in size to 80,000 ha by 2013. Going forward, the challenge for the company would be to replicate their high yield into relatively much larger new development areas and to maintain this yield as the company grows bigger. Macro data supports a positive CPO price outlook and BW Plantation is a key beneficiary of this as it is among the most leveraged to CPO price movement. Every US$100/t increase in CPO price will raise the company’s earnings by 23%. The company generates around 25% of ROAE, while earnings could grow by 30% CAGR until 2012. Despite the stellar operational performance, the market is valuing the company at US$8,300EV/ha, still among the cheapest in the industry. Our target price of Rp1,100 is based on a blended valuation of US$13,000 EV/ha and 13x 2011 PER. Perusahaan Gas (PGAS IJ) update, maintain BUY, from Swati We maintain our current distribution volumes of 926mmscfd PGas is maintaining distribution gas volumes between 800-900mmscfd for 2010. On pricing PGas states that is has communicated their planned pricing adjustments to the industrial customers, nationwide. Based on the feedback from the customers, they'll decide in 2nd quarter of the application these price adjustments. We think price hikes will happen. On the volumes, we think it is just start of the year and PGas should be able to sign more contracts this year meaning volumes 2H10 will be higher than 1H10 as usually the case. Pgas has allocated US$400m for buying minority stakes in upstream assets. Last year Conoco Philips delivered 260mmscfd of gas and PGas total distribution volumes reached about 800mmscfd for the full year. This year Conoco is
Re: [ob] DOID tidak Rights Issue
sama sama ..sori ini Pak atau Bu...soalnya Ally kalau nama bule bisa juga cewek :) --- On Mon, 3/15/10, Ally McProfit amcpro...@yahoo.com wrote: From: Ally McProfit amcpro...@yahoo.com Subject: Re: [ob] DOID tidak Rights Issue To: obrolan-bandar@yahoogroups.com Date: Monday, March 15, 2010, 1:51 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 Today: Delta Dunia - Fundamentals intact - BUY Tp2,300 - 63% upside (by Olie) Delta has underperformed UT by 25% in the last month. Valuation gap in every metrics has widened to 30-35% but yet Delta has set to grow at a much faster pace than UT. The compelling macro backdrop of tight coal demand/supply situation we have in Asia has not changed. However, sentiment in Buma has been driven down by a relatively weak Jan production numbers and rumors of a rights issue. Management reiterated to us that production has picked up in Feb, they are on track to achieve production target of 38m OB tonnes of coal. There are also no plans of doing any rights issue. This is a good opportunity to accumulate Indonesia's second largest coal mining contractor. Key points from the report: Coal production and overburden removal in Jan10 was rather weak, down by 4% YoY and 7% MoM. Management stated rather weak numbers were expected and production in Jan and Feb came within the company’s budget. Reasons for weaker numbers during the first couple of months of this year has been addressed and production has picked up since mid Feb. The company might spend additional capex and need additional financing, but this is likely to be vender financed and net impact to bottom line should be less than 2%. There is no change to management’s production targets. This is achievable because 1) Historically, productions in 2Q and 3Q are around 20% to 25% higher than that in 1Q. 2) New equipment is being delivered over the next four months, around 100 units, with 20 units already arrived year to date. More contracts with new customers to come. The company has delivered on getting new contract. BUMA signed a contract extension with Lanna in end of last year and is in process to sign another one in the next months or so, confirming the company's medium-term growth outlook Trading at PER 2010 of 9.7x and EV/Ebitda 2011 of 6.1x, risk/reward is a lot more attractive than UT.
[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 AM Ga bisa pak, BIPI hari ini mentoknya di 255. Cauan abis. Sent from my BlackBerry® smartphone from Sinyal Bagus XL, Nyambung Teruuusss... ! From: noto prawiro nt...@yahoo. com Date: Thu, 4 Mar 2010 23:57:45 -0800 (PST) To: obrolan-bandar@ yahoogroups. com Subject: [ob] BIPI BIPI, bipi ada yang ngikut ke 230 dulu, then 300 go go go New Email addresses available on Yahoo! Get the Email name you've always wanted on the new @ymail and @rocketmail. Hurry before someone else does!
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 Rumors and Protect Shareholders' Interest' Only Official Announcement Equals Credible Information. If you (or others) may not have received the above release please let me know. Regards, Dileep --- On Wed, 2/3/10, arif felix arif_handoko1...@yahoo.com wrote: From: arif felix arif_handoko1...@yahoo.com Subject: [ob] Warrant bumi To: OB obrolan-bandar@yahoogroups.com Date: Wednesday, February 3, 2010, 1:24 AM mohon pencerahan dari aksi korporasi warrant ke negeri jiran ini.
[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 trades at 7.2x 2010 PER. We see 3.6% to 5.5% dividend yield over 2010 to 2011, driven by strong earnings and cash flows. BUY for 28% upside. Stellar performance Demand for heavy equipment staged a sharp recovery in 2H09 and we remain positive on 2010 and 2011 outlook. Hexindo sold 153 units of heavy equipments in December 2009, taking the total sales of the year to 1,251 units, higher than our forecast at 1,100 units. Thus, we have raised our volume forecast to 1,450 for 2009 and assumed 20% volume growth for 2010 and 2011, as we see continuing demand from resources related sectors. Additional kicker Hitachi Financing Indonesia has been more aggressive in providing financing for large mining equipment, supporting Hexindo’s strength in this segment. We forecast net revenue from large mining equipment to grow by CAGR 12% over 2009 to 2012. Potential for margin recovery Gross margin for small equipment was squeezed in the last four quarters as the company have absorbed some currency fluctuation while delayed rising prices due to concern over demand. As demand has recovered, and Rupiah, assumed, to hover around Rp8,800 in 2010 and onwards, and equipment price increase would be gradually passed on to the customers, we expect gross margin for small equipment to bounce from 5% in 2009 to a normalized level 10% in 2010 and 12% 2011. 5-year average for margin was 14%. As a result, we forecast overall gross margin, including sales of spare parts and services and big equipment, to improve from 23% in 2009 to around 25% to 26% in 2010 to 2012. Still a bargain Overall, we raise our earnings forecast by 13% in 2010 to 2011. Hexindo generates over 40% ROAE while earnings could growth at 34% CAGR over 2009-2012. This compares favourably to peers, while still trades at more attractive valuations. The company will be net cash by 2011 and dividend yield could hover around 3.6% to 5.5%. Our new TP is Rp4,600.
[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
benar sebelumnya udah masuk JII...yang saya denger sih kalau Dana pensiun , asuransi dan fund manager tertentu kalau mau beli barang minimum masuk LQ 45... karena mereka harus yakin bahwa mudah keluar masuk saham tersebut... --- On Sun, 1/31/10, Petra Immanuel petra.imman...@gmail.com wrote: From: Petra Immanuel petra.imman...@gmail.com Subject: Re: [ob] HEXA masuk LQ45 To: obrolan-bandar@yahoogroups.com Date: Sunday, January 31, 2010, 8:13 PM HEXA sebelumnya emang dah masuk JII kan yah ? On Mon, Feb 1, 2010 at 8:35 AM, HepisahaM hepisa...@gmail. com wrote: 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 17:25:41 -0800 (PST) To: obrolan-bandar@ yahoogroups. com Subject: [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% -- Rgds, Petra Immanuel
[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 adjusted his forecasts taking into account a stronger Rupiah and improved heavy equipment unit sales – resulting in 17-27% earnings upgrade for 2010-11. There is better value in Delta Dunia and Hexindo for investors not-so constraint by liquidity. DOID is trading at PER11 of 9.9x and HEXA at 6.8x 2011 earnings. We rate DOID and HEXA as BUY while keep UNTR as Outperform.
[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) dengan PT Darma Henwa Tbk (DEWA). Dalam perjanjian ini, BUMA bertindak sebagai sub kontraktor dari operasi DEWA. Demikian disampaikan Corporate Secretary DOID Andre Soelistyo dalam keterbukaan informasi Bursa Efek Indonesia (BEI) di Jakarta Kamis (21/1/2010). Namun, HoA ini bersifat penjajakan dan masih dalam tahap awal. Hingga perjanjian dinilai tidak mengikat dan belum ada kepastian tentang syarat dan nilai kontraknya. Sesuai dengan kebijakan perusahaan, kami akan memberikan informasi mengenai kontrak-kontrak baru, bila ada finalisasi perjanjian, ujar Andre.
Re: [ob] DOID masih lanjut gak besok...?
perkiraan saya sih akhir Maret..bareng2 emiten yg lain...laba tahun 2009 sih pasti positive tapi mungkin dampak akuisisi buma yg dikonsolidasi belum besar ..kan cuma diitung dari bulan Nov (mulai akuisisi) sampe Des . --- On Thu, 1/21/10, jacob oen oenja...@yahoo.com wrote: From: jacob oen oenja...@yahoo.com Subject: Re: [ob] DOID masih lanjut gak besok...? To: obrolan-bandar@yahoogroups.com Date: Thursday, January 21, 2010, 5:52 AM Pak Herman, Kalau boleh tau, kira2 kapan LK FY 2009 DOID di-publish? Karena menurut catatan RTI, LK Q3, net profit DOID masih negatif. Thanks. 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@ yahoogroups. com Subject: [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) dengan PT Darma Henwa Tbk (DEWA). Dalam perjanjian ini, BUMA bertindak sebagai sub kontraktor dari operasi DEWA. Demikian disampaikan Corporate Secretary DOID Andre Soelistyo dalam keterbukaan informasi Bursa Efek Indonesia (BEI) di Jakarta Kamis (21/1/2010). Namun, HoA ini bersifat penjajakan dan masih dalam tahap awal. Hingga perjanjian dinilai tidak mengikat dan belum ada kepastian tentang syarat dan nilai kontraknya. Sesuai dengan kebijakan perusahaan, kami akan memberikan informasi mengenai kontrak-kontrak baru, bila ada finalisasi perjanjian, ujar Andre.
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-bandar@yahoogroups.com Date: Thursday, January 21, 2010, 7:25 PM perkiraan saya sih akhir Maret..bareng2 emiten yg lain...laba tahun 2009 sih pasti positive tapi mungkin dampak akuisisi buma yg dikonsolidasi belum besar ..kan cuma diitung dari bulan Nov (mulai akuisisi) sampe Des . --- On Thu, 1/21/10, jacob oen oenja...@yahoo. com wrote: From: jacob oen oenja...@yahoo. com Subject: Re: [ob] DOID masih lanjut gak besok...? To: obrolan-bandar@ yahoogroups. com Date: Thursday, January 21, 2010, 5:52 AM Pak Herman, Kalau boleh tau, kira2 kapan LK FY 2009 DOID di-publish? Karena menurut catatan RTI, LK Q3, net profit DOID masih negatif. Thanks. 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@ yahoogroups. com Subject: [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) dengan PT Darma Henwa Tbk (DEWA). Dalam perjanjian ini, BUMA bertindak sebagai sub kontraktor dari operasi DEWA. Demikian disampaikan Corporate Secretary DOID Andre Soelistyo dalam keterbukaan informasi Bursa Efek Indonesia (BEI) di Jakarta Kamis (21/1/2010). Namun, HoA ini bersifat penjajakan dan masih dalam tahap awal. Hingga perjanjian dinilai tidak mengikat dan belum ada kepastian tentang syarat dan nilai kontraknya. Sesuai dengan kebijakan perusahaan, kami akan memberikan informasi mengenai kontrak-kontrak baru, bila ada finalisasi perjanjian, ujar Andre.
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 Mbah. Jangan lama lama simpannya. (BNBR) punya saya parah loh. takutnya sejarah akan terulang kembali Lukman 2010/1/22 jsx_consultant jsx-consultant@ centrin.net. id BNBR simpan aja, kalo turun banyak saat IHSG turun TAMBAH BELI dan Simpan selama setahun... Market Thn 2010 diperkirakan papah Lauren bakal jelek tapi B7 seharusnya BUY. Jika mau beli aman, beli saat market Crash pada Wave C... --- In obrolan-bandar@ yahoogroups. com, Andri mustav...@.. . wrote: Menurut kawan2 OB, apakah BNBR sudah mencapai posisi support atau masih nyungsep terus makin dalam? …*mau cari obat puyer dulu, dasar si BNBR tukang bikin stress aja..hiks* From: obrolan-bandar@ yahoogroups. com [mailto:obrolan-bandar@ yahoogroups. com] On Behalf Of jacob oen Sent: Thursday, January 21, 2010 6:39 PM To: obrolan-bandar@ yahoogroups. com Subject: Re: Bls: [ob] BNBR makin nyungsep aja... Kalo ENRG? Both, kalau di lihat dari sisi Fundamental tidak ada alasan untuk hold, PER-nya BNBR aja sdh di atas 80 apalagi enrg. Dua2nya sdh saya cut loss since 2 hari lalu, kecuali berharap keajaiban dari BANDAR yang tiba2 mau menaikan saham ini. 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: EkonoMbeling ekonombeling@ ... Date: Thu, 21 Jan 2010 11:25:38 + To: Ksatria Timur Lautksatria_timur_ l...@...; obrolan-bandar@ yahoogroups. com Subject: Re: Bls: [ob] BNBR makin nyungsep aja... Kalo ENRG? Kl enrg gmn pak? Saya pnasaran nih ma laggard yg satu ini. Salam Mbeling! _ From: Ksatria Timur Laut ksatria_timur_ l...@... Date: Thu, 21 Jan 2010 19:13:14 +0800 (SGT) To: obrolan-bandar@ yahoogroups. com Subject: Bls: [ob] BNBR makin nyungsep aja... BNBR tidak perlu di kuatirkan .. Bandar masih di dalam .. hari ini level 87 ( Trend Support ) di jaga dgn ketat .. kalo sampai regional tidak mendukung nyungsep maka nyangkutnya bareng ama Bandar ... Salam _ Dari: Andri mustav...@.. . Kepada: obrolan-bandar@ yahoogroups. com Terkirim: Kam, 21 Januari, 2010 13:44:40 Judul: [ob] BNBR makin nyungsep aja... Wah, makin lama makin sukses nyungsep aja nih BNBR…. Mohon pendapat para ahli dong, apa ini saham udah bisa ke laut aja? hehe Ah, kayaknya siap2 pasang infus deh saya….hiks _ Mencari http://sg.rd. yahoo.com/ id/messenger/ trueswitch/ mailtagline/ *http:/id. messenger. yahoo.com/ invite/ semua teman di Yahoo! Messenger? Undang teman dari Hotmail, Gmail ke Yahoo! Messenger dengan mudah sekarang! - - -- + + + + + + + Mohon saat meREPLY posting, text dari posting lama dihapus kecuali diperlukan agar CONTEXTnya jelas. + + + + + + +Yahoo! Groups Links (Yahoo! ID required) -- Lukman
[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 Construction Machinery Indonesia.
Re: [ob] JANGAN JUAL HEXA ANDA !!!
saya cuma punya dikit pak (uang gak cukup buat jadi bandar)...saya juga heran kenapa belakangan ini kok hexa gak turun2...kalau UNTR masih ada naik turunnya...mungkin info tersebut yg menahan.kalau gak salah ya cuma bisa dua cara dimerger or diakuisisi yg dua2nya ya harus disetujui pemegang publik... --- On Mon, 1/18/10, anrusing data anru.s...@gmail.com wrote: From: anrusing data anru.s...@gmail.com Subject: Re: [ob] JANGAN JUAL HEXA ANDA !!! To: obrolan-bandar@yahoogroups.com Date: Monday, January 18, 2010, 11:03 PM wah, kalau oom herman begini, banyak benernya nihBDnya 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 Construction Machinery Japan dan Itochu (keduanya pegang total 78% saham HEXA) sedang menggodok rencana menjadikan HEXA bagian (unit) dari PT . Hitachi Construction Machinery Indonesia.
Re: [ob] JANGAN JUAL HEXA ANDA !!!
ada tapi cukup mahal nominalnya GGRM ..target saya 32,000 :) --- On Mon, 1/18/10, b3tonsportz b3tonspo...@yahoo.com wrote: From: b3tonsportz b3tonspo...@yahoo.com Subject: Re: [ob] JANGAN JUAL HEXA ANDA !!! To: obrolan-bandar@yahoogroups.com Date: Monday, January 18, 2010, 11:16 PM Pak 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 kenapa belakangan ini kok hexa gak turun2...kalau UNTR masih ada naik turunnya...mungkin info tersebut yg menahan. kalau gak salah ya cuma bisa dua cara dimerger or diakuisisi yg dua2nya ya harus disetujui pemegang publik... --- On Mon, 1/18/10, anrusing data anru.s...@. .. wrote: From: anrusing data anru.s...@. .. Subject: Re: [ob] JANGAN JUAL HEXA ANDA !!! To: obrolan-bandar@ yahoogroups. com Date: Monday, January 18, 2010, 11:03 PM  wah, kalau oom herman begini, banyak benernya nihBDnya 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 Construction Machinery Japan dan Itochu (keduanya pegang total 78% saham HEXA) sedang menggodok rencana menjadikan HEXA bagian (unit) dari PT . Hitachi Construction Machinery Indonesia.
[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 factored in the 23%yoy EBITDA growth for 2010. On a stand alone basis, based on our computation PAMA (UNTR’s subsidiary) currently trades at PER10F 15.6x and HEXA at 8.6x, while DOID is trading at 10.3x consensus.
Re: [ob] DOID clarification on DEWA (broker CC)
kalau yg saya tangkep secara fundamental harusnya naik...subcontract dari dewa bisa nambah pertumbuhan EBITDA nya DOID di 2010. Diluar subkontrak dari dewa diperkirakan EBITDA bisa tumbuh 23%... mungkin kalau tambah dari DEWA bisa 30%. Cuma kayaknya trendnya lagi diturunin nih..ada broker yg kumpulin barang..tapi gak tahu kapan mau ditarik lagi ... --- On Wed, 1/13/10, TimurLaut i4...@yahoo.com wrote: From: TimurLaut i4...@yahoo.com Subject: Re: [ob] DOID clarification on DEWA (broker CC) To: obrolan-bandar@yahoogroups.com Date: Wednesday, January 13, 2010, 9:17 PM Pak 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 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 factored in the 23%yoy EBITDA growth for 2010. On a stand alone basis, based on our computation PAMA (UNTR’s subsidiary) currently trades at PER10F 15.6x and HEXA at 8.6x, while DOID is trading at 10.3x consensus.
Re: [ob] DOID clarification on DEWA (broker CC)
DOIDnya pak --- On Wed, 1/13/10, TimurLaut i4...@yahoo.com wrote: From: TimurLaut i4...@yahoo.com Subject: Re: [ob] DOID clarification on DEWA (broker CC) To: obrolan-bandar@yahoogroups.com Date: Wednesday, January 13, 2010, 9:33 PM Ma'ap Pak Herman. NuBie yg atu ini O'On yg 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 (broker CC) kalau yg saya tangkep secara fundamental harusnya naiksubcontract dari dewa bisa nambah pertumbuhan EBITDA nya DOID di 2010. Diluar subkontrak dari dewa diperkirakan EBITDA bisa tumbuh 23%... mungkin kalau tambah dari DEWA bisa 30%. Cuma kayaknya trendnya lagi diturunin nih..ada broker yg kumpulin barang..tapi gak tahu kapan mau ditarik lagi ... --- On Wed, 1/13/10, TimurLaut i4...@yahoo. com wrote: From: TimurLaut i4...@yahoo. com Subject: Re: [ob] DOID clarification on DEWA (broker CC) To: obrolan-bandar@ yahoogroups. com Date: Wednesday, January 13, 2010, 9:17 PM Pak 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 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 factored in the 23%yoy EBITDA growth for 2010. On a stand alone basis, based on our computation PAMA (UNTR’s subsidiary) currently trades at PER10F 15.6x and HEXA at 8.6x, while DOID is trading at 10.3x consensus.
[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 replace Pama as the largest mining contractor for ADRO. Analysis: It could be true as 1) some ADRO’s owner (ex-Astra) have close relationship with DOID’s newly appointed CEO. 2) DOID plans to spend US$150 mn in heavy equipment purchase for 2010 to increase their coal production and overburden removal.
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 obrolan-bandar@yahoogroups.com Date: Sunday, January 3, 2010, 6:14 PM Jika akuisisi ini terjadi apakah pengaruhnya terhadap harga Saham doid, Dewa dan bumi? Sent from my iPhone powered by ChaoPraya River On Jan 4, 2010, at 6:00, Djokro Wijaja stocksucker@ gmail.com wrote: JAKARTA: PT Delta Dunia Makmur Tbk menjajaki peluang mengakuisisi kontrak pertambangan batu bara strategis milik PT Darma Henwa Tbk (Dewa) di PT Kaltim Prima Coal dan PT Arutmin Indonesia. Beberapa eksekutif yang mendengar informasi itu mengatakan Northstar Tambang Persada Pte Ltd aktif bernegosiasi dengan PT Bumi Resources Tbk, pemilik KPC dan Arutmin, untuk menjajaki kemungkinan itu. Sebagai pemilik Delta Makmur, Northstar aktif bernegosiasi dengan Bumi terkait dengan minatnya mengambil alih kontrak kontraktor batu bara di KPC dan Arutmin yang dikerjakan oleh Dewa. Salah satu alasan pembicaraan itu adalah Bumi harus mencapai target produksi batu bara karena itu juga menyangkut kinerja Dewa, ujarnya belum lama ini kepada Bisnis. Berdasarkan data Bloomberg, Northstar Persada menguasai 20% saham Delta Makmur, sedangkan Caceis Bank memiliki 5% saham perusahaan itu. Direktur Delta Makmur Gunawan Angkawibawa ketika dikonfirmasi mengatakan dalam pengembangan ke depan, perseroan mempunyai beberapa rencana penambahan kapasitas. Kami belum bisa mengonfirmasikan karena dalam tahap negosiasi, ujarnya melalui layanan pesan singkat pada akhir bulan lalu. Delta Makmur baru saja membeli seluruh saham kontraktor pertambangan batu bara terbesar kedua di Indonesia, PT Bukit Makmur (Buma), yang sebelumnya milik penguasaha Johan Lensa, senilai US$550 juta. Corporate Secretary Bumi Dileep Srivastava menjelaskan perseroan mempunyai kebijakan tidak membuka informasi mengenai kinerja operasional kontraktor pertambangan batu bara. Kinerja Dewa Bumi memperkirakan produksi batu bara 2009 lebih dari 60 juta ton dibandingkan dengan posisi 2008 sebanyak 52,8 juta ton. Kami berupaya meningkatkan produksi pada tahun ini minimum 10% [66 juta ton] di atas ekspektasi tahun lalu, ujarnya. Dia berharap kinerja kontraktor pertambangan batu bara, khususnya Dewa, outperform dalam beberapa tahun ke depan. Sekretaris Perusahaan Dewa M. Baskoro menuturkan yang saat ini dilakukan perseroan dan Buma adalah membicarakan kerja sama proyek, terutama di lokasi tambang milik Bumi Resources. Kalaupun itu terjadi [pengambilalihan proyek Dewa oleh Delta Makmur], transaksinya bersifat material dan harus dilaporkan ke Bapepam-LK, ujarnya. Bumi, melalui anak usahanya PT Bumi Resources Investment, pada awal tahun lalu mengakuisisi 44% saham Dewa secara tidak langsung senilai Rp2,41 triliun. Dewa berkomitmen untuk meningkatkan produksinya menjadi 12 juta ton di Bengalon dan lima kali lipat menjadi 10 juta ton di Asam Asam pada 2012. Dewa saat ini mempunyai dua kontrak strategis dengan KPC dan Arutmin yang berlaku jangka panjang. (lihat ilustrasi) Hingga September 2009, pendapatan Dewa yang berasal dari jasa pertambangan batu bara mencapai US$116,86 juta, turun 14,69% dibandingkan dengan posisi per September 2008 senilai US$136,99 juta. Sumber lainnya menambahkan Northstar dan Delta Makmur bisa saja bernegosiasi dengan Bumi. Namun, Dewa, sebagai pemilik kontrak sepertinya keberatan jika Delta mengambil alih kontrak itu. Satu-satunya jalan adalah Delta Makmur mengakuisisi Dewa karena tanpa kontrak strategis itu, Dewa akan kehilangan sumber pendapatan. Delta juga belum tentu bersedia membeli Dewa karena terbentur perjanjian utang. Berdasarkan riset PT Danareksa Sekuritas pada 22 Desember 2009, Buma menjajaki enam kontrak dari klien yang ada saat ini. Kami yakin Delta Makmur mempunyai peluang yang bagus meraih kontrak-kontrak itu, mengingat rekam jejak yang baik selama ini. Hal itu menawarkan potensi kenaikan estimasi produksi, ungkap analis Danareksa Bonny B. Setiawan dalam riset itu. (bambang.jatmiko@ bisnis.co. id/wisnu. wijaya.bisnis. co.id)
Re: [ob] DOID Delta Makmur kaji beli kontrak KPC Satu skema yang mungkin dilaksanakan adalah akuisisi Dewa
40% DOID kan sekarang dimiliki northstar (afiliasi Texas Pacific Group, salah private equity terbesar di USA)...kalau soal DUIT kayaknya kedepan bukan masalah bagi DOID ... --- On Sun, 1/3/10, Raafi Zalrian raafi_z...@yahoo.co.id wrote: From: Raafi Zalrian raafi_z...@yahoo.co.id Subject: Re: [ob] DOID Delta Makmur kaji beli kontrak KPC Satu skema yang mungkin dilaksanakan adalah akuisisi Dewa To: obrolan-bandar@yahoogroups.com Date: Sunday, January 3, 2010, 8:02 PM tinggal bikin rencana RI. DOID udah tinggal sejarah, yang ada di DOID sekarang BUMA. --- Pada Sen, 4/1/10, dario kurniawan darioamran1976@ yahoo.co. id menulis: Dari: dario kurniawan darioamran1976@ yahoo.co. id Judul: Re: [ob] DOID Delta Makmur kaji beli kontrak KPC Satu skema yang mungkin dilaksanakan adalah akuisisi Dewa Kepada: obrolan-bandar@ yahoogroups. com Tanggal: Senin, 4 Januari, 2010, 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@ yahoo.com Judul: Re: [ob] DOID Delta Makmur kaji beli kontrak KPC Satu skema yang mungkin dilaksanakan adalah akuisisi Dewa Kepada: obrolan-bandar@ yahoogroups. com Tanggal: Senin, 4 Januari, 2010, 8:28 AM 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 obrolan-bandar@ yahoogroups. com Date: Sunday, January 3, 2010, 6:14 PM Jika akuisisi ini terjadi apakah pengaruhnya terhadap harga Saham doid, Dewa dan bumi? Sent from my iPhone powered by ChaoPraya River On Jan 4, 2010, at 6:00, Djokro Wijaja stocksucker@ gmail.com wrote: JAKARTA: PT Delta Dunia Makmur Tbk menjajaki peluang mengakuisisi kontrak pertambangan batu bara strategis milik PT Darma Henwa Tbk (Dewa) di PT Kaltim Prima Coal dan PT Arutmin Indonesia. Beberapa eksekutif yang mendengar informasi itu mengatakan Northstar Tambang Persada Pte Ltd aktif bernegosiasi dengan PT Bumi Resources Tbk, pemilik KPC dan Arutmin, untuk menjajaki kemungkinan itu. Sebagai pemilik Delta Makmur, Northstar aktif bernegosiasi dengan Bumi terkait dengan minatnya mengambil alih kontrak kontraktor batu bara di KPC dan Arutmin yang dikerjakan oleh Dewa. Salah satu alasan pembicaraan itu adalah Bumi harus mencapai target produksi batu bara karena itu juga menyangkut kinerja Dewa, ujarnya belum lama ini kepada Bisnis. Berdasarkan data Bloomberg, Northstar Persada menguasai 20% saham Delta Makmur, sedangkan Caceis Bank memiliki 5% saham perusahaan itu. Direktur Delta Makmur Gunawan Angkawibawa ketika dikonfirmasi mengatakan dalam pengembangan ke depan, perseroan mempunyai beberapa rencana penambahan kapasitas. Kami belum bisa mengonfirmasikan karena dalam tahap negosiasi, ujarnya melalui layanan pesan singkat pada akhir bulan lalu. Delta Makmur baru saja membeli seluruh saham kontraktor pertambangan batu bara terbesar kedua di Indonesia, PT Bukit Makmur (Buma), yang sebelumnya milik penguasaha Johan Lensa, senilai US$550 juta. Corporate Secretary Bumi Dileep Srivastava menjelaskan perseroan mempunyai kebijakan tidak membuka informasi mengenai kinerja operasional kontraktor pertambangan batu bara. Kinerja Dewa Bumi memperkirakan produksi batu bara 2009 lebih dari 60 juta ton dibandingkan dengan posisi 2008 sebanyak 52,8 juta ton. Kami berupaya meningkatkan produksi pada tahun ini minimum 10% [66 juta ton] di atas ekspektasi tahun lalu, ujarnya. Dia berharap kinerja kontraktor pertambangan batu bara, khususnya Dewa, outperform dalam beberapa tahun ke depan. Sekretaris Perusahaan Dewa M. Baskoro menuturkan yang saat ini dilakukan perseroan dan Buma adalah membicarakan kerja sama proyek, terutama di lokasi tambang milik Bumi Resources. Kalaupun itu terjadi [pengambilalihan proyek Dewa oleh Delta Makmur], transaksinya bersifat material dan harus dilaporkan ke Bapepam-LK, ujarnya. Bumi, melalui anak usahanya PT Bumi Resources Investment, pada awal tahun lalu mengakuisisi 44% saham Dewa secara tidak langsung senilai Rp2,41 triliun. Dewa berkomitmen untuk meningkatkan produksinya menjadi 12 juta ton di Bengalon dan lima kali lipat menjadi 10 juta ton di Asam Asam pada 2012. Dewa saat ini mempunyai dua kontrak strategis dengan KPC dan Arutmin yang berlaku jangka panjang. (lihat ilustrasi) Hingga September 2009, pendapatan Dewa yang berasal dari jasa pertambangan batu bara mencapai US$116,86 juta, turun 14,69% dibandingkan dengan posisi per September 2008 senilai US$136,99 juta. Sumber lainnya menambahkan Northstar dan Delta Makmur bisa saja bernegosiasi dengan Bumi. Namun, Dewa, sebagai pemilik kontrak sepertinya
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: dario kurniawan darioamran1...@yahoo.co.id Subject: Bls: [ob] Sri Mulyani Mundur Bisa Negatif untuk Pasar Saham To: obrolan-bandar@yahoogroups.com Date: Tuesday, December 15, 2009, 12:15 AM hehehe 7 hari ke depan ini banyak prahara...SBY ada di eropa anak buahnya digebukin... jsx sepi terus Dario Amran Dari: Aria Bela Nusa ariab...@centrin. net.id Kepada: obrolan-bandar@ yahoogroups. com Terkirim: Sel, 15 Desember, 2009 12:58:52 Judul: Re: [ob] Sri Mulyani Mundur Bisa Negatif untuk Pasar Saham Mudah2an - nantinya pada akhirnya penyelesaian2nya menjadi yg terbaik 'aja - bagi kita semua... Selasa, 15/12/2009 10:54 WIB Sri Mulyani Mundur Bisa Negatif untuk Pasar Saham Nurul Qomariyah - detikFinance Jakarta - Konflik Bank Century memunculkan rumor mundurnya Sri Mulyani Indrawati dari posisinya sebagai Menteri Keuangan. Jika hal itu terjadi, maka dikhawatirkan akan menimbulkan respons yang negatif di pasar saham yg bikin rumor siapa juga ??Tugas Pansus bukan pengen jatohin SM ama Boedtapi langsung bos mereka ?? Dario Amran quot;Coba Yahoo! Mail baru yang LEBIH CEPAT. Rasakan bedanya sekarang! http://id.mail. yahoo.com quot; Apakah demonstrasi turun ke jalan itu hal yang wajar? Temukan jawabannya di Yahoo! Answers!
[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
mudah2an market di topang regional --- On Fri, 12/11/09, dario kurniawan darioamran1...@yahoo.co.id wrote: From: dario kurniawan darioamran1...@yahoo.co.id Subject: Bls: [ob] isu kabinet pecah...gimana nih ke market To: obrolan-bandar@yahoogroups.com Date: Friday, December 11, 2009, 1:27 AM 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@ yahoogroups. com Terkirim: Jum, 11 Desember, 2009 14:00:22 Judul: [ob] isu kabinet pecah...gimana nih ke market http://www.detiknew s.com/read/ 2009/12/11/ 124441/1258474/ 10/pusing- mikir-industri- pertahanan- menhan-tak- tahu-isu- kabinet-pecah Nikmati chatting lebih sering di blog dan situs web Gunakan Wizard Pembuat Pingbox Online
Re: [ob] Daily CL...HEXA new coverage TP 4150
gak lah saya pemain kecil hehe (pelornya dikit) .BMTR sih gak tahu apa2 tapi ada info/rumor DOID nanti mau dibeli dewa sehingga kalau digabung gak jauh beda dari Pamapersada (the biggest mining contractor in indonesia).. (gak tahu duit dari mana..namanya juga B7...dan gak berani jamin info bener walaupun yg kasih info sering bener juga )...soalnya northstar (pemegang saham utama doid sekarang ) kan udah lama temenan ama bakrie...northstar kan juga pemegang saham convertible bond (kreditor) di BNBR juga) ... di daily CL bilang besok akan ada conference call sama manajemen DOID btw seingat saya dulu CL juga yg bilang BUMI akan beli Berau lewat recapital..kenyataannya bener sekarang --- On Wed, 12/9/09, TimurLaut i4...@yahoo.com wrote: From: TimurLaut i4...@yahoo.com Subject: Re: [ob] Daily CL...HEXA new coverage TP 4150 To: obrolan-bandar@yahoogroups.com 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: Wed, December 9, 2009 11:16:24 AM Subject: [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, President SBY welcomes the rally. The President further urged the public to celebrate today’s International Anti-Corruption Day peacefully. Perhaps coincidental, the President cancelled a planned visit to Makassar in South Sulawesi to open the 52nd Nusantara Day today. Perhaps more interesting is that President SBY confirmed yesterday that he will allow the Anti Corruption Commission (KPK) to continue wiretapping extraordinary crimes as part of his mission to combat corruption. President SBY also said that he disagreed with any efforts to strip the KPK of its power to prosecute which have come up in the deliberation of the pending corruption court bill. The attitudes toward corruption in Indonesia are changing. KPK has very strong public support. The press in Indonesia is one of the freest in Asia. Change begins at the margin. Indonesia has come very far, but anticorruption efforts must continue. The estimate on the number of marchers is varied from 40-100k. Some even mentioned 300k (highly unlikely, I think). But one thing is sure to happen today. We can expect Central and South Jakarta to be mired in gridlock. Jakartans have been told to leave home earlier. Rally schedules and plans are widely distributed. No less than 13k officers would be deployed to make sure that the rallies remain peaceful. Jakarta does not need extra problems to compound to its massive traffic problems. Average vehicle speed on roads is already so slow at 20km/hour. Can’t get any slower… Research Today: Hexindo, Excavating returns - Initiate with a BUY - Tp4,150 This is one of my high conviction pick in the small cap space (mkt cap US$245). They are second biggest heavy equipment (Hitachi)distributo r in Indonesia trading on on 6.3x 2010CL while churning over 40% ROE with a sweet 5% divy yield. This compare to 13x 2010CL, 25% ROE for United Tractors. Their revenue and operating profit has been growing at 33% and 52% CAGR over the past five years Hexa with a more focused business model with considerably higher earnings growth arguably should not be trading at a discount to UT in this part of cycle (a Sellers market here). Hexa is the dominate player in the super sized excavators with 100%, not typo here, market share in the over 250 ton class (Komatsu does not even have a product of this size). Coal miners continue to upgrade (even Pama buy them) to these super sized excavators for operating efficiency as their scale up their production. Bluesky for this stock will be from infrastructure spending accounting for less than 20% of sales compare to over 80% in this segment pre 1997. BUY! Key takeaways: Demand for heavy equipment is set to accelerate over the coming years as demand for power, particularly coal-fired, is booming. China and India thermal coal demand may expand by 700m tonnes in just five years, equal to current global seaborne thermal-coal market The company sells 23% of its unit to mining sector, mostly coal companies and contractors, while revenue from mining unit contributing to 67% of total. Note that the company sold 54 large and giant equipments in Jan-Aug vs. 28 units in 2008 and has further secured almost US$190m worth of contracts to deliver another 64 units of equipments in 2010 order book period The company has successfully de-leveraged its balance sheet after seeing its
[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, President SBY welcomes the rally. The President further urged the public to celebrate today’s International Anti-Corruption Day peacefully. Perhaps coincidental, the President cancelled a planned visit to Makassar in South Sulawesi to open the 52nd Nusantara Day today. Perhaps more interesting is that President SBY confirmed yesterday that he will allow the Anti Corruption Commission (KPK) to continue wiretapping extraordinary crimes as part of his mission to combat corruption. President SBY also said that he disagreed with any efforts to strip the KPK of its power to prosecute which have come up in the deliberation of the pending corruption court bill. The attitudes toward corruption in Indonesia are changing. KPK has very strong public support. The press in Indonesia is one of the freest in Asia. Change begins at the margin. Indonesia has come very far, but anticorruption efforts must continue. The estimate on the number of marchers is varied from 40-100k. Some even mentioned 300k (highly unlikely, I think). But one thing is sure to happen today. We can expect Central and South Jakarta to be mired in gridlock. Jakartans have been told to leave home earlier. Rally schedules and plans are widely distributed. No less than 13k officers would be deployed to make sure that the rallies remain peaceful. Jakarta does not need extra problems to compound to its massive traffic problems. Average vehicle speed on roads is already so slow at 20km/hour. Can’t get any slower… Research Today: Hexindo, Excavating returns - Initiate with a BUY - Tp4,150 This is one of my high conviction pick in the small cap space (mkt cap US$245). They are second biggest heavy equipment (Hitachi)distributor in Indonesia trading on on 6.3x 2010CL while churning over 40% ROE with a sweet 5% divy yield. This compare to 13x 2010CL, 25% ROE for United Tractors. Their revenue and operating profit has been growing at 33% and 52% CAGR over the past five years Hexa with a more focused business model with considerably higher earnings growth arguably should not be trading at a discount to UT in this part of cycle (a Sellers market here). Hexa is the dominate player in the super sized excavators with 100%, not typo here, market share in the over 250 ton class (Komatsu does not even have a product of this size). Coal miners continue to upgrade (even Pama buy them) to these super sized excavators for operating efficiency as their scale up their production. Bluesky for this stock will be from infrastructure spending accounting for less than 20% of sales compare to over 80% in this segment pre 1997. BUY! Key takeaways: Demand for heavy equipment is set to accelerate over the coming years as demand for power, particularly coal-fired, is booming. China and India thermal coal demand may expand by 700m tonnes in just five years, equal to current global seaborne thermal-coal market The company sells 23% of its unit to mining sector, mostly coal companies and contractors, while revenue from mining unit contributing to 67% of total. Note that the company sold 54 large and giant equipments in Jan-Aug vs. 28 units in 2008 and has further secured almost US$190m worth of contracts to deliver another 64 units of equipments in 2010 order book period The company has successfully de-leveraged its balance sheet after seeing its net gearing peaked at 144% as of Dec06, with net gearing as of Sep09 stood at 33%. With its strong cash flow generation, we expect Hexindo to be in a net cash position in 2011. Stock trades at 6.3x 2010 PER and 4.3x 2010 EV/Ebitda, still below its five years average historical valuations. Meanwhile, balance sheet and return are better than they were over the past five years DELTA DUNIA (DOID IJ) Conference call details Conference Call with Delta Dunia Makmur management team Date: Thursday, 10 December 2009 Speakers: Patrick Walujo (Vice President Director), Thomas Husted (CFO), Budikwanto Kuesar (Managing director BUMA) Time: 8am - London 4pm – Singapore/Hong Kong/Kuala Lumpur/Manila/Shanghai/Taipei 3pm – Jakarta/Bangkok Delta Dunia management team would discuss the latest progress post acquisition of Bukit Makmur (Buma), Indonesia’s second-largest coal-mining contractor. With a proven track record, long-term relationships with customers and low cost base, Buma, in our view, could benefit from the growing demand for thermal coal from both domestic and regional markets. Please see attachment for calling details.
[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 of the convertible bond of 5%, particularly in light of recent 'debt-like' transactions with CIC for 19%, and even their recent convertible bond which was issued at 9.75%. · History shows that locals could ramp the share price following a convertible bond, particularly given that the conversion premium is based on the average 3-day trading price from 20 November, 2009. · Acquistions, acquistions, acquisitions! We see the potential for three acquisitions as a result of the almost continuous debt raising. · Newmont gold and copper concession - owned by Newmont/Sumitomo where the company could acquire up to 24% valued at roughly US$950m under the foreigner selldown clause of the contract of work agreement. A further 7% stake is available next year, which combined with another local partner who owns 20%, would mean that Bakrie/local party could take 51% control of the asset. We understand that this is most likely to be undertaken via a Bakrie-related entity called Multicapital, which Bumi has recently disclosed that it owns 99%. If Bakrie was to lend Mulitcapital the money, such that it could undertake the transaction, this may not be considered a material transaction (as it could just be an intercompany loan in the ordinary course of business). Therefore an EGM may not be required. Press reports suggest a 75%/25% Bumi/local government consortium for the 24% stake, but it is uncertain as to whether the local government will receive a free carry. Finally, it is unclear as to whether Bumi will be able to equity account for this investment, or whether it would be considered associate income and just record the dividend payment.
[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%
itu bond biasa (senior secured debt yg yieldnya 12%) yang sudah terbit gak lama setelah terbitnya bond BUMAdan adaro...bukan rencana CB yang baru (yield 5% dan bisa convert ke saham) . Dan saya agak ragu dengan kalimat The notes are expected to be issued on Nov. 13 [Friday] and to mature on Nov. 16, 2016... karena setahu saya senior secured debt tersebut udah terjual 1-2 minggu ... nanti saya coba cari lagi beritanya From: Dahsyat dahsyat...@yahoo.com To: obrolan-bandar@yahoogroups.com Sent: Fri, November 20, 2009 7:32:17 PM Subject: Re: [ob] CB Bumi + premium 30% Berita lama, bukan ? Bumi Set To Issue $300m Of Bonds PT Bumi Resources, Asia’s biggest thermal coal exporter, announced on Tuesday that it would issue $300 million of bonds on Friday with an interest rate of 12 percent. The market reacted negatively to the company’s strong appetite for debt, sending its shares tumbling the most in more than three months. Bumi’s shares dove 6.5 percent to Rp 2,150 (20 cents) a share after the company confirmed the bond issue. It was the lowest close for Bumi shares since July 27. Investors worried about the company’s ability to pay the bonds back. “Bumi has confirmed [a planned issue of] $300 million in guaranteed senior secured notes issued by PT Bumi Capital, a wholly owned Bumi subsidiary, with a 12 percent interest rate per coupon,” said Dileep Srivastava, Bumi’s vice president for investor relations. “The notes are expected to be issued on Nov. 13 [Friday] and to mature on Nov. 16, 2016.” Credit Suisse and Deutsche Bank would act as the underwriters, Dileep said. Bumi was forced to offer a relatively high interest rate because investors were aware of its high level of debt, said Edwin Sinaga, president director of PT Finacorporindo Nusa, a Jakarta-based brokerage firm. “Investors don’t like a company that has too much debt because it decreases its credibility,” Edwin said. Dileep said the money raised would be used for capital expenditure and mining exploration, as well as to finance future acquisitions and investments in mining-related companies. Bumi has guaranteed the notes, along with subsidiaries Forerunner International, Sangatta Holdings, Kalimantan Coal and Sitrade Coal. The bonds were rated Ba3 by Moody’s Investors Service and BB by Standard and Poor’s, Dileep said. They have been pre-sold to US and other investors, Dileep said. The company will become the fourth Indonesian-based coal company to sell dollar-denominated bonds to the international market this year. This will be the second time for Bumi this year. Its Singapore-based subsidiary, Enercoal Resources, issued $375 million in convertible bonds in August. Since October, three Indonesian coal and mining companies issued dollar bonds that offered returns below Bumi’s interest rate. PT Adaro Indonesia, a unit of the country’s second-biggest coal miner, PT Adaro Energy, is paying a yield of 7.75 percent per year for $800 million of 10-year bonds. Indo Integrated Energy II, a unit of PT Indika Energy, is paying 9.75 percent for $230 million of seven-year bonds. PT Bukit Makmur Mandiri Utama, the country’s second biggest coal contractor, is paying 11.75 percent for $600 million of bonds maturing in four and five years. --- On Sat, 21/11/09, calvin_lie77@ yahoo.com calvin_lie77@ yahoo.com wrote: From: calvin_lie77@ yahoo.com calvin_lie77@ yahoo.com Subject: Re: [ob] CB Bumi + premium 30% To: obrolan-bandar@ yahoogroups. com Received: Saturday, 21 November, 2009, 3:16 PM Wah 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% 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 Bumi’s share price over the next three trading days starting this Friday. Win 1 of 4 Sony home entertainment packs thanks to Yahoo!7. Enter now.
[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 Bumi’s share price over the next three trading days starting this Friday.
[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 Hitachi has turned more aggressive in Indonesia, after gaineing full control of Hexindo last year (buying out their local partner). Whatever the reason may be, HEXA is indeed doing very well. As highlighted in a recent report written by our research assistant Vera (please see attached): Sales volume has bounced back from a low base in January 09 at 41 units to 138 units in Aug 2009. Revenue in 3Q09 also increased by 45% YoY and 65% QoQ. Valuation wise, HEXA looks very attractive at 6.5x 2010 PER, more than 50% discount to peer UNTR (13.4x 2010 CLSA PER).
Re: [ob] HEXA by CLSA
udah saya coba upload tapi gak bisa 3 MB --- On Mon, 11/16/09, Kabu Nusi megasho...@yahoo.com wrote: From: Kabu Nusi megasho...@yahoo.com Subject: Re: [ob] HEXA by CLSA To: obrolan-bandar@yahoogroups.com Date: Monday, November 16, 2009, 9:20 PM Ada info LapKeu Q3 Pak, di web BEI 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 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 Hitachi has turned more aggressive in Indonesia, after gaineing full control of Hexindo last year (buying out their local partner). Whatever the reason may be, HEXA is indeed doing very well. As highlighted in a recent report written by our research assistant Vera (please see attached): Sales volume has bou nc ed back from a low base in January 09 at 41 units to 138 units in Aug 2009. Revenue in 3Q09 also i nc reased by 45% YoY and 65% QoQ. Valuation wise, HEXA looks very attractive at 6.5x 2010 PER, more than 50% discount to peer UNTR (13.4x 2010 CLSA PER). __ Do You Yahoo!? Tired of spam? Yahoo! Mail has the best spam protection around http://mail.yahoo.com
[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 bought earlier from Castleridge Enterprise. Purchase price is Rp825/share, more than 20% of the current share price. The whole 22% will be done by year end. CLSA sales desk in Jakarta struggles to understand why CTRA uses their cash to increase stakes in CTRS. The official explanation from CTRA is that market is not valuing CTRS properly hence the family is reluctant to put in new projects under CTRS. CTRA management has also said that there is no direct family ownership in CTRS. Whatever it is, this deal will provide support for CTRS share price, at least temporarily.
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: Monday, November 9, 2009, 2:15 AM 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 bought earlier from Castleridge Enterprise. Purchase price is Rp825/share, more than 20% of the current share price. The whole 22% will be done by year end. CLSA sales desk in Jakarta struggles to understand why CTRA uses their cash to increase stakes in CTRS. The official explanation from CTRA is that market is not valuing CTRS properly hence the family is reluctant to put in new projects under CTRS. CTRA management has also said that there is no direct family ownership in CTRS. Whatever it is, this deal will provide support for CTRS share price, at least temporarily.
[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 from Long only funds. - Demand was approx 55% Asia, 30% UK and 15% US - The shares will be re-quoted this morning (this was not the original plan) The reason is that Northstar need to cross their 40% holding before the loan banks will release the money to allow Delta to buy Buma. The acquisition of Buma by Delta will not become unconditional until later in the day - We will not cross the placement shares until the acquisition of Buma is unconditional - it is possible that this will happen later today, in which case we will also bring the trade date forward to today - Even if investors receive allocations, they MUST NOT sell their shares before the placement cross has been made in the market - this crossing will be the signal that the deal has become unconditional - It is still possible that trade date could be Monday
[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 menguasai mayoritas kepemilikan saham, sehingga kontrol dan komitmen perseroan untuk mengembangkan Ciputra Surya. (bisnis indo)
Re: [ob] CTRS Tender offer
saya cuma share info aja untuk OB-ers dan pengertian saya kalau ada perubahaan kepemilikan sampai di atas 50% bisa jadi TO ...tapi kalau benar GL ikutan masuk dan memanfaatkan momen ya hati-hati ...dan saya setuju dengan pak Oentong kayaknya kalau GL harusnya lebih kasar http://web.bisnis.com/edisi-cetak/edisi-harian/bursa/1id145416.html --- On Thu, 11/5/09, Oentoeng oentoeng...@yahoo.com wrote: From: Oentoeng oentoeng...@yahoo.com Subject: Re: [ob] CTRS Tender offer To: obrolan-bandar@yahoogroups.com Date: Thursday, November 5, 2009, 9:53 PM Yup... Di puncak tadi ada 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% 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 menguasai mayoritas kepemilikan saham, sehingga kontrol dan komitmen perseroan untuk mengembangkan Ciputra Surya. (bisnis indo)
[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 million shares, approx 24%-38% of existing share capital - Pricing: Price guidance will be given when books open - Selling restrictions: Reg S and 144A - Timetable: Roadshows: Singapore 27, 28 Oct, HK 29, 30 Oct, UK 2, 3 Nov, US 4,5 Nov [3] Nov - Books Open [5] Nov - Books close [6] Nov - Indicative Allocations (subject to successful acquisition of Buma by Delta) [9] Nov - Trade Date (Following acquisition of Buma by Delta) [12] Nov - Settlement Date - (North Star is expected to acquire approx [40%] of the company through an additional old share placement)
[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 sustainable is these margins? Looking at the industry dynamics where incremental (small) capacity addition is still from the top 3 players and demand steady as a base case scenario, cement companies will be able to enjoy an extended period of high profitability. It is important to note the biggest chunk of cement consumption is still from housing (where we think we are at the infancy of a structural bull market - record low interest rates, the absence of leverage, rapid urbanization, young population), blue-sky will be from the pick up from infrastructure investments as prioritized from President SBY's second term administration. Holcim will be the most leverage play of the three cement companies.
Re: [ob] ADRO cocok menggantikan BUMI
Sorry pak ND saya salah tulis ..ownership bumi ke KPC justru lebih kecil ..65% (secarang langsung 13.6%...lewat anak usaha : 51.4% (lewat sitrada coal , kalimantan coal dan sanggata holding). Yang ke arutmin 70%.. bapak liat lagi deh di web bumi bagian corporate info terus organisation structure...lagian dibawah dijelasin Tata Power Company, India has 30% stake in each of coal companies since 26 june 2007. Makanya habis jualan bumi tahun 2007 ada keuntungan dari penjualan subsidiary yg cukup gede kalau gak salah 815 juta dolar yg mengakibatkan dividen bumi tahun 2008 cukup besar. --- On Fri, 10/23/09, ND nyariduit...@gmail.com wrote: From: ND nyariduit...@gmail.com Subject: Re: [ob] ADRO cocok menggantikan BUMI To: obrolan-bandar@yahoogroups.com Date: Friday, October 23, 2009, 6:22 AM Yang benar kepemilikan bumi di kpc 100%, 70 % secara langsung, 30 % lewat 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 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 Tata (pemilik 30% KPC arutmin).. 2) Bumi dapet utangan dari CIC $1,9 Bio dengan bunga 19%... ADRO dapet utangan $800 juta dengan bunga jauh lebih murah 7.6% (pendapatan / laba operasional bumi akan tergerus biaya bunga yg sangat tinggi ..yg kita takut kreditornya pihak terafiliasi ama bakrie..jadi minority shareholder cuma dapet laba bersih yg akan makin mengecil) 3) valuasi bumi PEnya 13-16x (range analis)...adaro 7-11x 4) likuiditas saham adaro makin naik..bisa buat trading (keluar masuk) Pasti ada yg pro dan kontra (itu lah indahnya demokrasi di OB...nyontek SBY :) )
[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 Tata (pemilik 30% KPC arutmin).. 2) Bumi dapet utangan dari CIC $1,9 Bio dengan bunga 19%... ADRO dapet utangan $800 juta dengan bunga jauh lebih murah 7.6% (pendapatan / laba operasional bumi akan tergerus biaya bunga yg sangat tinggi ..yg kita takut kreditornya pihak terafiliasi ama bakrie..jadi minority shareholder cuma dapet laba bersih yg akan makin mengecil) 3) valuasi bumi PEnya 13-16x (range analis)...adaro 7-11x 4) likuiditas saham adaro makin naik..bisa buat trading (keluar masuk) Pasti ada yg pro dan kontra (itu lah indahnya demokrasi di OB...nyontek SBY :) )
[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 NV, according to a person familiar with the matter. The Indonesian coal mining contractor, also known as Buma, sent marketing documents to potential investors this week, said the person, without wanting to be named as he isn’t authorized to discuss it. Buma is being bought by Sidoarjo-based property company PT Delta Dunia Petroindo for $240 million plus $310 million in assumed debt. Delta Dunia said on Aug. 28 that it agreed to pay cash for Buma as forecasts of higher demand for fuel spur acquisitions of mining contractors. As part of the transaction, Northstar Equity Partners, the local affiliate of U.S. buyout firm TPG Inc., will take an equity stake in Delta Dunia. Buma and Delta Dunia sought to raise $600 million to finance their shareholding changes, people familiar with the matter said last month. Buma has since received commitments from banks for a $250 million loan, the person said today. Officials at Delta Dunia and Buma couldn’t be reached for immediate comment by telephone.
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 , CIC , Samuel or whatever )...laba bersih bakalan makin kecil ..PERnya tambah mahal ...dividen tambah dikit .. From: troyan troyan...@yahoo.com To: obrolan-bandar@yahoogroups.com Sent: Wed, October 21, 2009 2:09:13 PM Subject: Re: [ob] FW: Goldman: Buy Adaro, Sell Bumi Bisa aja sih 2800, tapi ane sih udah jualan :D ya kalo naik lagi mungkin belum rejeki ane, yang penting cukuplah untuk service biji :D --- In obrolan-bandar@ yahoogroups. com, Vincent Chase chase.vincent@ ... wrote: 4800 KOMPOR MODE ON!!! --- On Wed, 10/21/09, It's Elaine! elainesui83@ ... wrote: From: It's Elaine! elainesui83@ ... Subject: Re: [ob] FW: Goldman: Buy Adaro, Sell Bumi To: obrolan-bandar@ yahoogroups. com Date: Wednesday, October 21, 2009, 6:55 AM  I think so. Selling up to 2800? On Wed, Oct 21, 2009 at 1:46 PM, troyan troyan...@yahoo. com wrote: itu karena dia mau jualan ADRO yang udah beli dr 3 bulan lalu dan mau beli BUMI --- In obrolan-bandar@ yahoogroups. com, It's Elaine! elainesui83@ ... wrote: *Wow it took 3 months for this one to be avail to public?* On Wed, Oct 21, 2009 at 12:58 PM, Sanjaya mysanjaya.hd@ ... wrote:   - - *From: *Sonny John sonny.john@ .. *Date: *Wed, 21 Oct 2009 11:17:40 +0700 *Subject: *FW: Goldman: Buy Adaro, Sell Bumi Please see latest GS research on ASEAN Metals and Mining (Coal), and on Bumi and Adaro. *Stock              GS Rating        Current Px    * *12 Month Target Px   *     * * *Bumi Resources (BUMI.IJ)     **Sell           **Idr **2,850 **Idr **2,300    * *Adaro (ADRO.IJ)     **Buy           **Idr **1,510    ** Idr **2,800* *         * *Key Summary Points:-* ·    * **Rising oil prices are positive for coal equities* Historically, thermal coal prices have been highly correlated to oil prices (88% over the past 10 years), and so have coal stock prices (87% correlated since 2003). We are positive on the outlook for oil, and last month we raised our 2010E and 2011E oil price forecasts to US$90/bbl and US$110/bbl, respectively, on stronger demand projections (our report from September 24, 2009, Global: Energy: Oilâ€Recovery and relapse, v2). ·    * **No major supply destruction, some projects nearing completion* Despite the downturn, there has not been any major reduction in thermal coal capex and in fact several projects are nearing completion. Australia's new third coal port terminal (NCIG) is expected to ship first coal in early 2010E, with a full ramp-up by 2011 (representing a 30% expansion in export capacity). Meanwhile, we estimate that Indonesian coal producers may increase capacity by 40% by year-end 2010E. Our global thermal coal supply-demand estimates indicate that the supply surplus in 2009E is likely to narrow in 2010E due to stronger demand, but it is still in surplus. ·    * **Coal price upcycle may lag oil, initiate with neutral stance* Given our positive view on oil prices, we are forecasting higher thermal coal prices over 2009E-2011E. However, with a stronger supply availability of coal, we believe that the coal price cycle may lag oil. Currently thermal coal prices are 20% of oil on an energy-equivalent basis, which is below the historical average of 26% (the historical range is 14%-51%). On an annual average basis we see coal as a percentage of oil declining from 25% in 2009E to 17% in 2011E. We are initiating coverage on the sector with a neutral stance. ·    * **Stock selective approach; Buy Adaro, Sell Bumi* Adaro is our top pick, given attractive valuations and a strong earnings growth trend as its low-priced legacy contracts expire. Meanwhile, we rate Bumi Resources as Sell due to rising capital costs, its increasing debt load and declining ROIC. We initiate on Straits Asia and Bukit Asam at Neutral. ·    * **Risks* Upside risks to our views and price targets include a disruption in the global coal supply chain
[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. Adaro’s current stripping ratio is at very of only 4x making the company as one of the lowest-cost producers in Indonesia. We use a discounted cash flow (DCF) method to derive our target price for Adaro of Rp1950, providing 28% upside potential. We have assumed a WACC of 13.2%, a beta of 1.1x, risk premium rate of 5.5% and after tax cost of debt of 6%. We assigned terminal growth of 5% for SIS and 0% for coal mining operations .
[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. Secured payment dan less competition dilakukan karena entry barrier untuk pekerjaan kontrak pertambangan yang dikenal tinggi, ungkap Djohan. Secara bertahap dengan kerjasama ini, diharapkan akan memberi kontribusi pendapatan kepada perseroan Rp 1 triliun per tahun. Sayangnya Djohan tidak menjelaskan secara rinci lokasi yang menjadi incaran mereka. Kami sedang mencari lokasi bersama-sama. Tapi fokus kami di Kalimantan dan Sumatera,paparnya. Perseroan saat ini menjajaki 4 kontrak tambang yang sedang dalam proses tender. Diharapkan dalam 1 tahun setelah MoU, operasi tambang emas dan batu bara sudah mulai beroperasi. Untuk target produksi,kami minimal dapat menghasilkan volume 1juta ton per tahun untuk batubara, tambah Djohan. Perseroan yang diawal berdiri bergerak di bidang jasa konstruksi infrastruktur,mulai melirik sektor pertambangan sebagai bidikan pasar potensial. Segmen pasar pertambangan sangat potensial. Di Indonesia potensinya keenam terbesar di dunia, papar Djohan. Tahun ini, lanjutnya, perseroan sedang menkonsolidasikan pertumbuhan internal pada masa akan datang. Salah satunya kerjasama dengan Macmahon Australia. Sumber: detikcom
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] DetikCom: Crossing - BUMI = BNBR buy back To: obrolan-bandar@yahoogroups.com Date: Thursday, October 8, 2009, 1:52 AM mbah bumi mo kemana nich... --- On Thu, 8/10/09, inpestorpemula inpestorpembelajar@ gmail.com wrote: From: inpestorpemula inpestorpembelajar@ gmail.com Subject: Re: [ob] Fw: [saham] DetikCom: Crossing - BUMI = BNBR buy back To: obrolan-bandar@ yahoogroups. com Date: Thursday, 8 October, 2009, 1:44 PM Pak Andi,Ada batas bawah yang diperkenankan ?? Kl untuk menghemat fee mengapa gak crossing sekalian di 500 perak ya ???$% Toh BUMI dulu juga pernah di harga dibawah itu ... --- In obrolan-bandar@ yahoogroups. com, Andi Lesmana riil_investor@ ... wrote: Ada beberapa alasan crossing dg harga murah, salah satunya adalah menghemat fee transaksi. Bayangkan kl crossing dg harga pasar tentunya fee nya sangat gede. Dalam kontrak jual beli khan dimungkinkan harga tetap base on market price but crossing di harga bawah? Andi Lesmana -Original Message- From: nicholas alvin nicholas_alvin@ ... Date: Wed, 7 Oct 2009 21:39:47 To: ob Obrolan bandarobrolan-bandar@ yahoogroups. com Subject: [ob] Fw: [saham] DetikCom: Crossing - BUMI = BNBR buy back BNBR kemungkinan buy back saham BUMI di harga Rp 1700,- BNBR dapat saham murah --- On Thu, 10/8/09, Andreas - h1_2_everybody@ ... wrote: From: Andreas - h1_2_everybody@ ... Subject: [saham] DetikCom: Crossing - BUMI To: Saham sa...@yahoogroups. com Cc: meta-n...@yahoogrou ps.com, jsxtra...@yahoogrou ps.com, cenayank_saham@ yahoogroups. com Date: Thursday, October 8, 2009, 12:20 AM Broker berbendera asing PT CLSA Indonesia (KZ) telah melakukan transaksi tutup sendiri (crossing) atas 4,19% saham PT Bumi Resources Tbk (BUMI) senilai Rp 1,384 triliun. Crossing dilakukan pada harga Rp 1.700 per saham. Berdasarkan data perdagangan Bursa Efek Indonesia (BEI) seperti dikutip detikFinance, Kamis (8/10/2009) KZ melakukan crossing pada pukul 10.16.53 waktu JATS. Crossing dilakukan antar investor asing. Jumlah saham yang dipindahtangankan sebanyak 1.628.295 lot atau sebanyak 814,147 juta saham BUMI. Jumlah tersebut setara dengan 4,19% dari seluruh saham beredar BUMI yang sebanyak 19,404 miliar saham. Harga transaksi crossing juga sangat rendah pada harga Rp 1.700 per saham, lebih rendah Rp 1.175 atau 40,8% dari harga saham BUMI saat crossing dilakukan pada harga Rp 2.825 per saham. Total nilai transaksi ini mencapai Rp 1,384 triliun yang membuat nilai transaksi di BEI menembus Rp 4 triliun pada sesi I hari ini. Dengan jumlah saham sebanyak itu, yang dibeli pada harga sangat rendah, investor pembeli crossing akan memiliki kemampuan guna mendorong jatuh harga saham BUMI semakin dalam. Ilustrasinya begini, dengan memiliki saham sebanyak 814,147 juta saham yang dibeli pada harga Rp 1.700, pemilik saham tersebut bisa menyerap habis seluruh posisi beli investor. Harga BUMI bisa anjlok dari saat ini di kisaran Rp 2.800 hingga anjlok ke Rp 2.400. Informasi yang diterima detikFinance juga menyebutkan, investor asing sedang berencana menurunkan harga saham BUMI hingga level Rp 2.400. Menurut analis PT Paramitra Alfa Securities Prdomoan Sihombing, batas bawah harga saham BUMI saat ini di level Rp 2.700. Pada perdagangan Kamis pagi, harga BUMI sudah sempet menyentuh level tersebut. Jika ini tembus, BUMI bisa jatuh ke Rp 2.500, malah tidak mungkin bisa ke Rp 2.400, ujarnya. Sumber: detikcom Get your new Email address! Grab the Email name you've always wanted before someone else does!
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 Subject: Re: [ob] BUMI Research. heran ya... To: obrolan-bandar@yahoogroups.com Date: Thursday, October 8, 2009, 3:53 AM Heran ya.. ga kapok-kapok yg rugi ..pasti pada main terus klo anak muda kecanduan narkoba klo anak2 bei kecanduan. dua sama2 penyakit jd apa bedanya pecandu narkoba vs kecanduan... .? bandar narkoba kasih kenikmatan semu ke pecandu dan ambil duit pecandu bandar. kasih cuan dikit ke anak2 bei dan ambil duit banyak dari anak2 bei From: Vincent Chase chase.vincent@ yahoo.com To: obrolan-bandar@ yahoogroups. com Sent: Thu, October 8, 2009 3:17:31 PM Subject: Re: [ob] BUMI Research ambil tengahnya deh 2450 --- On Thu, 10/8/09, nyari duit nyariduit153@ gmail.com wrote: From: nyari duit nyariduit153@ gmail.com Subject: Re: [ob] BUMI Research To: obrolan-bandar@ yahoogroups. com Date: Thursday, October 8, 2009, 8:10 AM Antara tertinggi dan terendah.. 3800 dan 1100. Jauh banget ya bedanya. Berarti benar-benar subjektif dan penuh dengan kepentingan masing-masing. ..:P. Salam, ND On Thu, Oct 8, 2009 at 3:31 PM, I_R_G_7_I ruzli...@gmail. com wrote: Attachment(s) from Dimas Yoga 5 of 5 File(s) BUMI 6 Oct 2009 Citigroup.pdf BUMI 6 Oct 2009 JP Morgan.pdf BUMI 6 Oct 2009 Macquarie.pdf BUMI 7 Oct 2009 CLSA.pdf BUMI 7 Oct 2009 Deutsche Bank.pdf Messages in this topic (1) Reply (via web post) | Start a new topic Messages | Files | Photos | Links | Members Change settings via the Web (Yahoo! ID required) Change settings via email: Switch delivery to Daily Digest | Switch format to Traditional Visit Your Group | Yahoo! Groups Terms of Use | Unsubscribe Recent Activity 6 New MembersVisit Your Group Give Back Yahoo! for Good Get inspired by a good cause. Y! Toolbar Get it Free! easy 1-click access to your groups. Yahoo! Groups Start a group in 3 easy steps. Connect with others. . -- add FB dengan email: nyari...@gmail. 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 dan 1 direktur (pasti dia udah/pasti suntik uang ke DOID.. gak kayak pembelian ELSA sampe sekarang gak jelas)...TA analisis juga looks good ...mudah2an kita ada cuan --- On Thu, 10/8/09, Ekonom Mbeling ekonombel...@yahoo.com wrote: From: Ekonom Mbeling ekonombel...@yahoo.com Subject: Re: [ob] Re: BD short atau distribusi...? Coba kita bahas saham lain To: obrolan-bandar@yahoogroups.com Date: Thursday, October 8, 2009, 5:48 AM Oke2 ayo kita bahas saham lain. Dr td saya ngamatin bbca n ngekep inco. Alasannya si simpel aja, krn sy bukan jagoan ta, jd cuma ngandelin outlook sektoral plus tarik2 garis ma30 n ma 50 aja sih, cek stoch n macd-nya, standar ipot bgt dah. Kl konfirm ya sabet aja dgn stop loss yg ketat. Yg lain pd punya crita apa nih? Sent from BlackBerry® From: ruzli...@gmail. com Date: Thu, 8 Oct 2009 10:39:42 + To: obrolan-bandar@ yahoogroups. com Subject: Re: [ob] Re: BD short atau distribusi.. .?Emang Gw Pikirin, BEI isinya bukan BUMI aje Ah..cape bahasnya.. Nanti juga ada berita/news lage.. Beritanya 1001 macem ... C spasi D.. Bahas saham lain aja deh.. From: Cougar Boy boysngi...@gmail. com Date: Thu, 8 Oct 2009 17:29:11 +0700 To: obrolan-bandar@ yahoogroups. com Subject: Re: [ob] Re: BD short atau distribusi.. .? Saya sih malas ya mikir BOW haram buat saya .. btw lihat aja turunnya very-very high volume... terlepas dari sisi bandarmology. . penurunan dengan volume tinggi bukan hal bagus bukan ?? Kalau punya BUMI berdoa aja besok tidak gap down lalu close gap up di 2450-2475. Kalau sampai terjadi yang nyangkut di atas 3000 can kiss good bye.. lalu kita tinggal tunggu nazar orang yang mau gundul kalau BUMI gak sentuh 3500 tahun ini .. secara Fundamental. . hutang dari CIC bunga 12% dengan nilai 1.2T... anak SMA pasti tahu itu bakalan kasih additional cost ke bumi sekitar 1T lebih. Ya ...sekitar 20% net profit BUMI saat ini. Judge sendiri deh... 2009/10/8 billy_budiman92 billybudiman20@ yahoo.com Yes jend, BD kagak mungkin jualan pas lagi panik gini Menurut ane sih level 2,650 akan coba jadi benteng covershort, ntar dah ane posting chart ke jenderal disitu akan bertemu 2 downtrend channel apalagi BUMI udah ketahan di fibo 38,2, stochastic hari ini udah oversold, and harga udah keluar dari bollinger, jadi kemungkinan akan ada technical rebound di BUMI lha untuk level rebound sih maybe level 2,850-2,900 bisa jadi titik rebound BUMI, btw, masa ARTOMOR9 (masih punya biji) wakkakakaka, gile kocak abis GBU Jend --- In obrolan-bandar@ yahoogroups. com, artomoro9 artomo...@.. . wrote: apakah ada perbedaaan antara BD short dan BD distribusi.. .? embah mengatakan saat ini BD sedang short BUMI, artinya menurut saya adalah nantinya BD akan covershort. setelah covershort tentu BUMI naik lagi karena BD tetap punya barang. pertanyaanya adalah di level berapa BD akan covershort.. ? bisakah TA mendeteksi hal ini...? dan yg penting lagi adalah di titik berapa BD akan distribusi/jualan setelah covershort ini..? kalau BD jualan di level 3500 an sih ngapain CUT LOSS sekarang. kalo gitu. hehehe. tinggal tunggu waktu kan. cuma lama apa gak..? pake utang apa kaga..? beda jika BD distribusi, distribusi adalah BD jualan agar barang habis dibagi dan BD gak pegang barang. dan menurut ane distribusi terjadi pada saat BUMI sedang menanjak naik bukan saat turun spt sekarang ini. jadi apakah sekarang BD short atau BD distribusi.. .? pls komen mbah or OBERs... monggo regards, A9 (masih punya BIJI) Mencari semua teman di Yahoo! Messenger? Undang teman dari Hotmail, Gmail ke Yahoo! Messenger dengan mudah sekarang! http://id.messenger .yahoo.com/ invite/
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, October 7, 2009, 2:42 AM bhua ha ha ha ha ha 2009/10/7 JT™ jsxtra...@yahoo. com Biasa aja ndas mu..., biji gw dah mengkeret nih... Powered by TLKM BullBerry® “ Good Trade Comes To Those Who Wait “ From: artomoro9 artomo...@yahoo. co.id Date: Wed, 7 Oct 2009 15:26:34 +0800 (SGT) To: obrolan-bandar@ yahoogroups. com Subject: Bls: [ob] BUMI good by 2900 ? ada. tenang aja. baru juga -6%. biasa ajalah. regards, A9 (pokoke maknyuzz...) --- Pada Rab, 7/10/09, Bozz Traders powerman.trader@ gmail.com menulis: Dari: Bozz Traders powerman.trader@ gmail.com Judul: [ob] BUMI good by 2900 ? Kepada: obrolan-bandar@ yahoogroups. com Tanggal: Rabu, 7 Oktober, 2009, 2:23 PM Jend, where are U ??? Lebih aman saat online. Upgrade ke Internet Explorer 8 baru dan lebih cepat yang dioptimalkan untuk Yahoo! agar Anda merasa lebih aman. Gratis. Dapatkan IE8 di sini!
[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
To: obrolan-bandar@yahoogroups.com
Date: Wednesday, October 7, 2009, 5:18 AM
Setau saya si pinjaman yang normal itu pasti berharap dilunasin...
asumsi dari pemberi pinjaman pasti pelunasan + bunga la.. masa ngarep
jaminannya.. . hehehe
--- In obrolan-bandar@ yahoogroups. com, vaulst...@.. . wrote:
Btw CIC jelas juga mengharapkan BUMI bangkrut donk kalau dia jamin banyak
sahamnya.. Hehe... *asal*
Yang pasti si CIC ga bego juga sembarangan kasih duit... Hehe...
Pasti balik + bunga2nya...
So liat nya gmn yah?
- - - --
Sent from my BlackBerry® Bold™
powered by INDOSAT
-Original Message-
From: ruzli...@...
Date: Wed, 7 Oct 2009 09:39:53
To: obrolan-bandar@ yahoogroups. com
Subject: Re: [ob] Re: Akuisisi BUMI Tak Akan Jadi Polemik
Emang kemarin analyst meeting ngapaian aja sih ?
Citi masih TP 3800...
Analystnya beda pandangan nih..
-Original Message-
From: kang_ocoy_maen_ saham disclosure. i...@...
Date: Wed, 07 Oct 2009 09:29:42
To: obrolan-bandar@ yahoogroups. com
Subject: [ob] Re: Akuisisi BUMI Tak Akan Jadi Polemik
not agree.. Fokus ya harus ke masalah bisnisnya. bukan ke isu2 politik dr
pemegang saham. Gyrasi harganya ke-situ. beban bunga sudah akan dibayar mulai
tahun ini. wajar lah kalo sedikit disesuaikan asumsi Ebt untuk model2. model
nya Macquarie paling bagus hanya memang asumsi denominatornya sedikit
ketinggian.
1100? No Way Jg, Unless pake metode tiring asset langsung.
berapa harga wajar? sudah dekat lah. hipotesa saya jika penurunan ini terkait
fundamental aspect, revisi model dr analis2 dan pasar. area bawahnya udah
ketebak. angka Morgan Stanley dan DB ini gak valid. mereka jg gak disclose
model dan asumsinya.
untuk yg suka FA justru saya sarankan bongkar modelnya si Adam Worthington
ini. its the most neutral and clean one. hanya memang dia cuman pake DCF
aja. that is only one tools of one perspective (Tools that stemmed from
Ebitda Basis), idealnya ditriangulasi dr bebrapa tools slicing analisa, tidak
hanya Implied rating basis, DCF basis atai asset basis saja...
tapi nentuin harga wajar hanya dari sentimen politis atau prospek indikatif
dari MUNAS tentu jauh lbh reckless dan konyol and in those manner i
personally think this Mr Willy Sanjaya done nothin close to counter-wit
Macquarie's research.
--- In obrolan-bandar@ yahoogroups. com, I_R_G_7_I ruzli.g7@ wrote:
Ekonomi
http://twitthis. com/twit? url=http: //www.inilah. com/berita/
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07/10/2009 - 14:34
# #
Akuisisi BUMI Tak Akan Jadi Polemik
Ahmad Munjin
(*inilah.com /Dokumen*)
*INILAH.COM, Jakarta - Kontroversi atas pelunasan tiga akuisisi PT Bumi
Resources, tidak akan menyisakan polemik. Pasalnya, ada syarat ketat yang
ditentukan BUMI terhadap ketiga anak usaha itu serta perolehan pinjaman dari
China Investment Corporation (CIC). *
Pengamat pasar modal, Willy Sanjaya mengatakan soal pelunasan akuisisi PT
Darma Henwa (DEWA), PT Fajar Bumi Sakti (FBS), dan PT Pendopo Energi
Batubara (PEB) sudah diselesaikan di Badan Pengawas Pasar Modal (Bapepam).
Karena itu, bagi investor tidak ada hal yang perlu dikhawatirkan terkait
pelunasan tiga akuisisi itu.
Apalagi, lanjut Willy, BUMI mendapatkan utang dari China Investment
Corporation (CIC). Lembaga investasi itu dinilainya tidak akan memberikan
pinjaman terhadap BUMI tanpa sebab. Kalau CIC tidak kenal BUMI, tidak
mungkin memberikan pinjaman itu, katanya kepada *INILAH.COM* , di Jakarta,
Rabu (7/10).
Pernyataan Willy itu mengomentari laporan Macquarie Research Equities pekan
lalu yang mengkhawatirkan pelunasan akuisisi akan menjadi kontroversi. Dalam
laporan itu, analis Adam Worthington dan Albert Saputro mengungkapkan, tiga
perusahaan itu harus memenuhi beberapa syarat
[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 compare to United Tractors (UNTR IJ) 14x earnings.. p.s. DEWA order 10 additional giant heavy equipments for 2010 delivery to replace their UK-made giant machineries which are not efficient and effective to use.They bought a couple of months ago to pursue discount (sound imprudent to me)
[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
kalau yg saya tangkap dari investor bukan tidak laku pak tetapi investor minta di campur dengan pijaman dari bank ..agar DOID bisa melaporkan data perkiraan/forecast pendapatan secara kwartal (pihak bank bisa minta) ...kalau pemegang obligasi hanya dapat laporan actual kuartalan (mudah2an saya gak salah tafsir) heheh --- On Wed, 10/7/09, Ferry ferry.wachj...@gmail.com wrote: From: Ferry ferry.wachj...@gmail.com Subject: RE: [ob] DOID will be lead by ex-UT CEO To: obrolan-bandar@yahoogroups.com Date: Wednesday, October 7, 2009, 10:11 PM Obligasi BUMA gak laku sepertinya Pak…mudah2an balik ke bawah 1500. From: obrolan-bandar@ yahoogroups. com [mailto:obrolan- ban...@yahoogrou ps.com] On Behalf Of sahami...@ymail. com Sent: Thursday, October 08, 2009 10:05 AM To: obrolan-bandar@ yahoogroups. com Subject: Re: [ob] DOID will be lead by ex-UT CEO †hank's pak 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 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
[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 effect is about to begin. Only Gold play in Indonesia will be ANTM - BUY
[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 jelek produksinya ..(pantesan rugi nih company) hehehee...positif buat HEXA lah
[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 highlights will be (comment from respective stock picker); HEXA IJ: Hitachi heavy equip distributor is gaining market share from UT big time. Coal mining companies are upgrading to Hitachi's super sized excavators and dump trucks for higher efficiency. Kohmatsu simply has no product offering in that super sized segment. Hexa is a purer heavy equipment play with no debt, higher growth than UT trading on 6.5x 09, 50% discount to UT.
[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 with Guangdong Zhenrong Energy Co. on Sept. 28, Corporate Secretary Endang Wijaya said by telephone in Jakarta today. This is the second deal with Guangdong Zhenrong in a month after a Sept. 10 contract to sell 100,000 tons of high-calorie coal a month over a two-year period, Wijaya said. Guangdong Zhenrong will supply the coal to power plants in China, he said. Shares of Jakarta-based Dayaindo advanced 6.5 percent to 115 rupiah as of the 11:30 a.m. local-time break, set for the highest close since July 1.
Re: [ob] KARK...this just out in Bloomberg
feeling saya sih gorengan yg di backup fundamental...saya juga dapet dari temen yg kebetulan sales (broker) nya ada bloomberg ( belum masuk udah naik nih :( ) ..kalau CPIN mungkin tanyak Pak Herman satu lagi --- On Fri, 10/2/09, Learning Trader tjun.tr...@gmail.com wrote: From: Learning 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 wrote: 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 with Guangdong Zhenrong Energy Co. on Sept. 28, Corporate Secretary Endang Wijaya said by telephone in Jakarta today. This is the second deal with Guangdong Zhenrong in a month after a Sept. 10 contract to sell 100,000 tons of high-calorie coal a month over a two-year period, Wijaya said. Guangdong Zhenrong will supply the coal to power plants in China, he said. Shares of Jakarta-based Dayaindo advanced 6.5 percent to 115 rupiah as of the 11:30 a.m. local-time break, set for the highest close since July 1.
Re: [ob] KARK...this just out in Bloomberg
mungkin anda liatnya di web bloomberg.com...cuma tanya broker anda siapa tahu pake terminal bloomberg data yg sewanya kata temen saya sebulannya 24 juta --- On Fri, 10/2/09, Saham Oke wasi...@yahoo.com wrote: From: Saham Oke wasi...@yahoo.com Subject: Re: [ob] KARK...this just out in Bloomberg To: obrolan-bandar@yahoogroups.com Date: Friday, October 2, 2009, 1:19 PM di cari di bloomberg kok gak ada yaaberitanya. .. --- Pada Jum, 2/10/09, Andi Lesmana riil_investor@ yahoo.com menulis: Dari: Andi Lesmana riil_investor@ yahoo.com Judul: Re: [ob] KARK...this just out in Bloomberg Kepada: OB obrolan-bandar@ yahoogroups. com Tanggal: Jumat, 2 Oktober, 2009, 12:31 PM Sebenarnya sih order itu tdk terlalu istimewa. Cm kebetulan ada GL yg memang sudah pantau mau goreng saham ini. Pas momentumnya. Itu saja sih. Andi LesmanaFrom: Ricky WOng r1ck_w...@yahoo. com Date: Fri, 2 Oct 2009 00:45:26 -0700 (PDT)To: obrolan-bandar@ yahoogroups. comSubject: Re: [ob] KARK...this just out in Bloomberg Nyesel deh td jual 110.Kirain smlm uda naek byk...malahan skrg terbang...Herannya d Ind kok ga dapat brita apa2... --- On Fri, 10/2/09, Learning Trader tjun.tr...@gmail. com wrote: From: Learning Trader tjun.tr...@gmail. com Subject: Re: [ob] KARK...this just out in Bloomberg To: obrolan-bandar@ yahoogroups. com Date: Friday, October 2, 2009, 3:28 AM 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 kebetulan sales (broker) nya ada bloomberg ( belum masuk udah naik nih :( ) ..kalau CPIN mungkin tanyak Pak Herman satu lagi --- On Fri, 10/2/09, Learning Trader tjun.tr...@gmail. com wrote: From: Learning 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 wrote: 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 with Guangdong Zhenrong Energy Co. on Sept. 28, Corporate Secretary Endang Wijaya said by telephone in Jakarta today. This is the second deal with Guangdong Zhenrong in a month after a Sept. 10 contract to sell 100,000 tons of high-calorie coal a month over a two-year period, Wijaya said. Guangdong Zhenrong will supply the coal to power plants in China, he said. Shares of Jakarta-based Dayaindo advanced 6.5 percent to 115 rupiah as of the 11:30 a.m. local-time break, set for the highest close since July 1. Selalu bisa chat di profil jaringan, blog, atau situs web pribadi! Yahoo! memungkinkan Anda selalu bisa chat melalui Pingbox. Coba!
[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 setelah mengantongi restu dari pemegang saham. Seorang eksekutif yang mendengar informasi itu mengatakan dua utusan resmi dari Northstar adalah Lukman Tirtaguna dan Ariani Vidya Sofjan. Setelah disetujui oleh rapat umum pemegang saham luar biasa hari ini, kedua eksekutif Northstar itu resmi masuk manajemen Delta Dunia. Lukman pernah berkarier di Danareksa Sekuritas dan Bahana Securities, sedangkan Ariani Sofjan [dikenal dengan panggilan Rani Sofjan] sebelumnya analis Mandiri Sekuritas dan Bahana Securities, ujarnya kepada Bisnis kemarin.
RE: [ob] Northstar masukin direksi ke DOID
gak tahu bu..cuma itu kan yg disebut dikoran --- On Tue, 9/29/09, Prasetyo, Hani hani.prase...@sc.com wrote: From: Prasetyo, Hani hani.prase...@sc.com Subject: RE: [ob] Northstar masukin direksi ke DOID To: obrolan-bandar@yahoogroups.com Date: Tuesday, September 29, 2009, 9:31 PM 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 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 setelah mengantongi restu dari pemegang saham. Seorang eksekutif yang mendengar informasi itu mengatakan dua utusan resmi dari Northstar adalah Lukman Tirtaguna dan Ariani Vidya Sofjan. Setelah disetujui oleh rapat umum pemegang saham luar biasa hari ini, kedua eksekutif Northstar itu resmi masuk manajemen Delta Dunia. Lukman pernah berkarier di Danareksa Sekuritas dan Bahana Securities, sedangkan Ariani Sofjan [dikenal dengan panggilan Rani Sofjan] sebelumnya analis Mandiri Sekuritas dan Bahana Securities, ujarnya kepada Bisnis kemarin. This email and any attachments are confidential and may also be privileged. If you are not the addressee, do not disclose, copy, circulate or in any other way use or rely on the information contained in this email or any attachments. If received in error, notify the sender immediately and delete this email and any attachments from your system. Emails cannot be guaranteed to be secure or error free as the message and any attachments could be intercepted, corrupted, lost, delayed, incomplete or amended. Standard Chartered PLC and its subsidiaries do not accept liability for damage caused by this email or any attachments and may monitor email traffic. Standard Chartered PLC is incorporated in England with limited liability under company number 966425 and has its registered office at 1 Aldermanbury Square, London, EC2V 7SB. Standard Chartered Bank (SCB) is incorporated in England with limited liability by Royal Charter 1853, under reference ZC18. The Principal Office of SCB is situated in England at 1 Aldermanbury Square, London EC2V 7SB. In the United Kingdom, SCB is authorised and regulated by the Financial Services Authority under FSA register number 114276. If you are receiving this email from SCB outside the UK, please click http://www.standard chartered. com/global/ email_disclaimer .html to refer to the information on other jurisdictions.
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 Dear All, MYOR bisa naik ke 4000 ? Volumenya kecil sekali ? Salam!
[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 mungkin yg untung kreditor yg udah megang shm KPC dan arutmin sbg jaminan utang ..anak usaha bumi yg lain boleh dibilang masih kecil kontribusinya --- On Fri, 9/25/09, Peter Alimin milis...@live.com wrote: From: Peter Alimin milis...@live.com Subject: Re: [ob] bumi? To: OB obrolan-bandar@yahoogroups.com Date: Friday, September 25, 2009, 7:36 PM D virtual trade, sy malah nyangkut di rimm 70,02usd Sent from my BlackBerry® powered by Sinyal Kuat INDOSAT -Original Message- From: tirta...@yahoo.com Date: Fri, 25 Sep 2009 17:50:05 To: obrolan-bandar@yahoogroups.com Subject: Re: [ob] bumi? Just for fun. Alternative investing options. Peabody(US:BTU) Coal sold 2008 : 256 ton TTM P/E : 11.5 TTM P/FCF : 10.57 vs BUMI : 15.64 Peabody Energy Corp.'s Corporate Governance Quotient (CGQ®) as of 1-Sep-09 is better than 27.1% of SP 500 companies and 80.5% of Energy companies Or (US:RIMM) which drop 17% right now and still a screaming buy fuel by Indonesian never ending quest for BB Cheers --- In obrolan-bandar@yahoogroups.com mailto:obrolan-bandar%40yahoogroups.com , Bagus Putra Perdana disclosure@... wrote: ketuker dikit bos kpc target 70 juta ton arutmin 30 juta ton. mudah2an aja sih kesampean. saya juga berharap begitu. gak segampang itu loh naekkin produksi signifikan ketika level produksinya udah di level 55 Juta Ton. mungkin buktinya bisa kita liat di capaian tahun ini. atau kita lihat di hasil H1 nanti. capaian produksi 2008 masih di 38 Juta Ton Untuk KPC dan 16 Juta Ton untuk Arutmin. Bandingkan sama katakanlah PTBA dan ITMG, Peningkatan 5 Juta Ton per tahun aja bagi 2 emiten ini udah signifikan angkat Revenue tapi buat BUMI dan ADARO jumlah peningkatan segitu sih ya masih dibawah harapan. Cek juga kesanggupan Kontraktor buat meningkatkan aktivitas operasinya. ketika skala yang digarap sudah besar. agak susah juga mereka mau jamin bisa tingkatin aktivitas overburden removal lebih dari 20 % pertahun. On Fri, Sep 25, 2009 at 11:30 PM, Peter Alimin milis...@... wrote: 19T mgkn buat ini 44% saham Darma Henwa (DEWA) dari Zurich Investment, Bumi tahun 2009 membayar uang muka senilai Rp 492 miliar dan Rp 359 miliar lalu Tahun 2010 Rp 1,561 triliun. Bumi membayar Rp 156 juta untuk uang muka akuisisi PT Fajar Bumi Sakti pada 2009 dan Rp 430 miliar lalu Rp 2,045 triliun pada tahun kedua 2010. PT Pendopo Energi Batubara, Bumi membayar uang muka Rp 841 juta dan Rp 226 miliar lalu tahun kedua 2010 Rp 1,077 triliun. Pendopo Energi Batubara pada waktu diakuisisi belum beroperasi sebab masih dalam feasibility study. Akuisisi Darma Henwa senilai Rp 2,4 triliun, Fajar Bumi Sakti senilai Rp 2,4 triliun, dan Pendopo Energi Batubara senilai Rp 1,3 triliun. Jika digabungkan, nilai akuisisi itu sekitar Rp 6,2 triliun, Senior VP Investor Relations Bumi Resources Dileep Srivastava mengatakan, volume produksi total perseroan akan mencapai 111 juta ton pada 2012. Produksi itu berasal dari KPC sebanyak 30 juta ton, Arutmin 70 juta ton, Fajar Bumi Sakti 7 juta ton, dan Pendopo Energi 4 juta ton. -- To: obrolan-bandar@yahoogroups.com mailto:obrolan-bandar%40yahoogroups.com From: elainesu...@... Date: Fri, 25 Sep 2009 23:05:19 +0700 Subject: Re: [ob] bumi? *I'm worried about CIC. They're just rich big fat sitting duck. You can create a good looking proposal, walk to their office, tell them you have a good investment opportunity, bring them to dinner at expensive restaurant. Soon they will pour you with munnnyyy. There's always be the magic words 'debt restruct' and that often happens on Bakrie Group. I didn't say CIC is not smart, I'm just saying that Bumi mgt is waay smarter (in a sarcastic way), and CIC is too big to watch over this 'naughty boy'.. I wonder, why did you pick BUMI? Elaine * On Fri, Sep 25, 2009 at 10:24 PM, kang_ocoy_maen_saham disclosure@... wrote: To The Extreme, Yes Missy, I am deeply worried, hence my deep concern (C'mon I Hold Some Pile Of BUMI too in My Portfolio, i dont like to cash-in at this level and unload it now but if the shareholder value is furtherly ruined by bad cash management, sure miss, i'll jump the boat and bundle the gain. safety first, that is what i was ordered to ensure...) Current CashFlow Figure Is Already Bleak Enough Even without extra
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) --- On Fri, 9/25/09, ruzli...@gmail.com ruzli...@gmail.com wrote: From: ruzli...@gmail.com ruzli...@gmail.com Subject: Re: [ob] bumi To: obrolan-bandar@yahoogroups.com Date: Friday, September 25, 2009, 2:40 AM Semoga dapat mempertahankan penghargaannya. http://www.google. com/search? client=ms- rimhl=enq=bumi%20gcg% 20awardchannel=browserie=UTF-8 Mohon Maaf Lahir dan Batin From: Jacob Oen oenja...@yahoo. com Date: Fri, 25 Sep 2009 07:26:49 + To: obrolan-bandar@ yahoogroups. com Subject: Re: [ob] bumi Really??? Kok sampai sekarang LK Q2 aja belum juga di-publish!! ! What's the criteria for being awarded as best public company in applying GCG practice? Sent from my XL BlackBerry®. [Total confidence arises when total truth (wisdom) and total goodness (compassion) are on our side.] From: ruzli...@gmail. com Date: Fri, 25 Sep 2009 07:16:57 + To: obrolan-bandar@ yahoogroups. com Subject: Re: [ob] bumi BUMI kan Emiten peraih Penghargaan GCG, jadi seharusnya Shareholder tenang saja.. (Sambil senyum kecut) Mohon Maaf Lahir dan Batin From: Jacob Oen oenja...@yahoo. com Date: Fri, 25 Sep 2009 07:15:06 + To: obrolan-bandar@ yahoogroups. com Subject: Re: [ob] bumi Bapepam dan BEI diharapkan mengambil langkah proaktif untuk meminta keterangan secara detail baik dari BUMI's management maupun dari CIC mengenai deal ini agar kepentingan publik tidak dirugikan. Hal ini perlu dilakukan dalam rangka memastikan bahwa GCG (good corporate governance) sungguh_sungguh dilaksanakan oleh perusahaan publik. Sent from my XL BlackBerry®. [Total confidence arises when total truth (wisdom) and total goodness (compassion) are on our side.] From: Vernichtung gambler.bej@ gmail.com Date: Fri, 25 Sep 2009 13:53:48 +0700 To: obrolan-bandar@ yahoogroups. com Subject: Re: [ob] bumi Kalau CA ini masih dalam tahap proposal semoga akan lebih banyak informasi yg dapat membantu melakukan penilaian ya, Kalau permainannya benar CA ini dapat menjadi pintu utk akses lebih luas dan mudah utk penetrasi ke pasar RRC. Karena seperti kang Ocoy katakan tidak mungkin lah mereka menutup hutang dengan bunga yg lebih tinggi, pasti ada udang dibalik batu nah sekarang udangnya itu untuk siapa...untuk BUMI (dan stakeholdernya) atau hanya utk kepentingan pihak2 tertentu saja. Moga2 CA ini akan memberikan dorongan yg positif dari segi FA-nya di kemudian hari. 2009/9/24 Bagus Putra Perdana disclosure.inc@ gmail.com Penggunaannya Pak? wah entahlah, saya jg masih figuring, i personally hope its mostly for coal related production. thats huge pak, 1.9 Bio USD dengan pembayaran coupon 12 %. efek jangka pendeknya aja bakal langsung mukul EBIT BUMI secara lumayan signifikan. meski market wise efek warran jg jadi sentimen push harga keatas. kalo digunakan bener buat coal dan produksi sih bagus yah. bikin fasilitas dan beli alat, sewa kontraktor untuk target kontrak kupas tanah yg jauh lebih besar. hanya kalo digunakan buat CA, agak bingung jg mo kemana, size sebesar itu buat CA apa? target yg mana? coal lagi? Berau kah? ato yg laen? newmont? aset coal lahai billiton? entahlah, yg jelas akuisisi baru bisa create positive economic value buat shareholder kalo dia bisa generate ROIC diatas 12 %. tapi bukannya BUMI kurang aset potensial buat dikembangin jg sih kalo dia buat bener mau CA akuisisi. lah Herald dan lain-lain aja jg belon masuk produksi. KPC aja masih bisa buka Pit baru. I would raised my eyebrows if they would do another reckless acquisition after what they had done with herald. clearly un-wise. i have no further elaboration pak, mungkin master oen yg bisa lebih jago nebak plot story BUMI skrg. kemungkinannya sih pola kaya gini baru awal dari serangkaian CA ke depan. terlepas CA ini akan create value ato cuman sekedar aksi akrobatik aja. 1.9 Bn is huge, there will be following stories comin after that. we can be sure of that.
[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
iya gak likuid ..tapi gak separah AUTO apalagi SMDR...mudah2an masih ada cuan ..tuh OD CS masuk --- On Thu, 9/24/09, charles_li...@yahoo.com charles_li...@yahoo.com wrote: From: charles_li...@yahoo.com charles_li...@yahoo.com Subject: Re: [ob] MYOR boleh liatin To: obrolan-bandar@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 (PDT) To: obrolan-bandar@ yahoogroups. com Subject: [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
[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 that China Investment Corp. may invest in $1.9 billion of Bumi's bonds and warrants. The report is not correct, Dileep Srivastava, Bumi's investor relations head, said in a filing to the Indonesia stock exchange today.
Re: [ob] hati2 yg punya BUMI
kalau yg agustus naik ke 3300 ngejar nilai conversi bondnya 3366 ...kemarin pengen ngejar 4000...tapi kalau batal beritanya bisa lanjut gak nih ? --- On Thu, 9/17/09, kusumo k kusu...@gmail.com wrote: From: kusumo k kusu...@gmail.com Subject: Re: [ob] hati2 yg punya BUMI To: obrolan-bandar@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 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 that China Investment Corp. may invest in $1.9 billion of Bumi's bonds and warrants. The report is not correct, Dileep Srivastava, Bumi's investor relations head, said in a filing to the Indonesia stock exchange today.
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: Wednesday, September 16, 2009, 3:09 PM Optima investama apa sekuritas pak/bu eka? Bbrp bulan lalu sy ditawari, sy tolak mentah2... Sent from my BlackBerry® powered by Sinyal Kuat INDOSAT -Original Message- From: eka nurfitri nurfitri@gmail.com Date: Wed, 16 Sep 2009 17:05:08 To: obrolan-bandar@yahoogroups.com Subject: [ob] reksadana optima Dear all, mohon bantuan info tentang reksadana dari optima, yang saat ini gagal bayar. Mohon info kenapa-nya, apa ada kaitan dengan masalah kriminal ato Cuma salah urus aja. Terus apakah reksadana ini benar2 direncanakan akan dibayar dengan cara dicicil? Dan bagaimana tindakan bapepam dan polri. Atas bantuan teman2 semua. Terimakasih banyak. Wass, eka + + + + + + + Mohon saat meREPLY posting, text dari posting lama dihapus kecuali diperlukan agar CONTEXTnya jelas. + + + + + + +Yahoo! Groups Links mailto:obrolan-bandar-fullfeatu...@yahoogroups.com
[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 RUPSLB SULI )..bisa jadi rata2 harga 90 harinya bisa lebih tinggi kedepan.
Re: [ob] Re: SULI diakuisisi (Tender Offer)
wah salah nih wartawannya http://web.bisnis.com/edisi-cetak/edisi-harian/bursa/1id138131.html sampe dia bilang nilai wajar SULI Rp984/lembar :( --- On Wed, 9/16/09, datasahamku datasaha...@yahoo.com wrote: From: datasahamku datasaha...@yahoo.com Subject: [ob] Re: SULI diakuisisi (Tender Offer) To: obrolan-bandar@yahoogroups.com Date: Wednesday, September 16, 2009, 12:07 AM yang dibeli sm TKIM kan Sumalindo Hutani Jaya (SHJ), anak usaha PT Sumalindo Lestari Jaya Tbk (SULI)jd ga ada tender offer :) --- In obrolan-bandar@ yahoogroups. com, rangga_the_ demon rangga_the_ de...@... 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 offer kalau mereka pake rata2 harga 90 hari terakhir bisa TO di 798Karena akuisisi belum resmi diumumkan (tunggu RUPSLB SULI )..bisa jadi rata2 harga 90 harinya bisa lebih tinggi kedepan.
[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 10x..bisa 6000-an... UT aja udah 14x PERnya ..tuh liatin Broker DB ambil terus tuh.
Re: [ob] HEXA kuat hari ini ...wajarnya bisa mencapai 4800-6000
mungkin juga sih...karena liquiditas HEXA lebih kecil dari UNTR...cuma HEXA kalau lagi main bisa naik lebih dari 15% sehari ..ya karena barangnya juga dikit wakakakak... kalau soal kualitas operasional hampir samalah... --- On Mon, 9/14/09, B_ND nyaham.d...@gmail.com wrote: From: B_ND nyaham.d...@gmail.com Subject: Re: [ob] HEXA kuat hari ini ...wajarnya bisa mencapai 4800-6000 To: obrolan-bandar@yahoogroups.com Date: Monday, September 14, 2009, 2:18 AM Pak Herman, Masalahnya sepertinya retail lebih nyaman pegang UNTR (grup Astra) daripada Hexa kali ya. Mangkanya gak naik-naik 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...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 10x..bisa 6000-an... UT aja udah 14x PERnya ...tuh liatin Broker DB ambil terus tuh.
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 ITMG ...pertumbuhan laba semua di atas 100%. tapi pendapat saya bakalan salah kalau bandar tetap menaikan BUMI ...wakakak --- On Fri, 9/11/09, t_bumi t_b...@yahoo.co.id wrote: From: t_bumi t_b...@yahoo.co.id Subject: Re: [ob] [BUMI] Tujuan Emiten *S To: obrolan-bandar@yahoogroups.com Date: Friday, September 11, 2009, 10:58 PM Sip : tbumi Expected Announcements Company Name/Symbol Period Ending Consensus EPS Year Ago Actual Carnival Corporation (CCL) Q3 8/1/09 $1.18 $1.65 Ihs Inc (IHS) Q3 8/1/09 $0.600 $0.560 FedEx Corp (FDX) Q1 8/1/09 $0.440 $1.23 Marcus Corporation (MCS) Q1 8/1/09 $0.380 $0.420 Focus Media Holding LTD (FMCN) Q2 6/1/09 $0.170 $0.440 Somanetics Corporation (SMTS) Q3 8/1/09 $0.140 $0.230 Schiff Nutrition International I (WNI) Q1 8/1/09 $0.090 $0.110 PT Bumi Resources TBK () Q2 6/1/09 $0.010 $0.010 Discover Financial Services (DFS) Q3 8/1/09 -$0.13 $0.370 Pier 1 Imports (PIR) Q2 8/1/09 -$0.22 -$0.34 Palm Inc (PALM) Q1 8/1/09 -$0.25 -$0.12
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: obrolan-bandar@yahoogroups.com Date: Thursday, September 10, 2009, 2:19 AM PTBA very soon, pak Rei ... pastinya setelah kartu Joker dimainkan BOZZ, alias BUMI-nya di geber kita tunggu aja :) 2009/9/10 Rei highwaystar91@ gmail.com Lebih enak kalo Ptba all time high pak, yg Pgas cuma cukup buat ngopi...kalo ptba cukup buat ngopi + croissant-nya sekalian :-)) Ntar bareng pak Boyz deh... 2009/9/10 boyz m457...@yahoo. com.sg yoi pak Rei... saya tau deh... pak Rei lagi nikmatin PGAS yg break all time high hehehe... good things come to those who wait. Salam, 2009/9/10 Rei highwaystar91@ gmail.com Ok pak...thanks. Kita nikmatin dulu... 2009/9/10 boyz m457...@yahoo. com.sg hehe ... gpp kok pak Rei. Ane ga tau pak Rei... tanya aja ke BOZZ dia ngapain waktu indeks dibawah, hehehe. BOZZ kan ga selalu bisa tepat ambil di paling bawah, jual di paling atas. Salam, 2009/9/10 Rei highwaystar91@ gmail.com Eh maap, pak Boyz koq Biyz hehe salah ketik 2009/9/10 Rei highwaystar91@ gmail.com Masa bozz belum punya barang banyak pak Biyz? Ngapain aja die waktu index di bawah? Ato memang reloading... .mantap lah kalo reloading di lvl segini! 2009/9/10 boyz m457...@yahoo. com.sg karena kalo BUMI ikut naik, IHSG naik kekencengan. .. mana boleh Indeks naik kenceng2, kalo BOZZ belon punya barang banyak :) Tar juga kalo kontainer BOZZ udah penuh, karung om Arto diganti tas kresek, hehehe... kayak-nya sih gitu. :) Salam, 2009/9/10 harrywijaya81 harrywijaya81@ yahoo.com --- In obrolan-bandar@ yahoogroups. com, artomoro9 artomo...@.. . wrote: KARENA KARUNG JENDRAL ARTOMORO BLM SELLESAI DIJUALLL ... :) IHSG new HIgh, BUMI kok gak ngikut new high...? kenapa...? karena : ... regards, A9 Lebih bergaul dan terhubung dengan lebih baik. Tambah lebih banyak teman ke Yahoo! Messenger sekarang! http://id.messenger .yahoo.com/ invite/ - - -- + + + + + + + Mohon saat meREPLY posting, text dari posting lama dihapus kecuali diperlukan agar CONTEXTnya jelas. + + + + + + +Yahoo! Groups Links
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, September 10, 2009, 3:07 AM Dear all, Emiten mana sih selain ASII dan PGAS yg mendorong kenaikan IHSG hari ini hingga naik lebih dari 1 %? Kok dilayar saya banyakan BC stagnan atau merah kecuali perbankan. Lagi bingung.com
Re: [ob] Emiten mana sih yg mendorong kenaikan IHSG hari ini?
liat market capnya aja pak..kalau dia market capnya gede terus dia naik pasti dorong index naik...tapi kalau market capnya kecil (misalnya LAPD)...dia naik 30% juga index gak gerak ehhehe --- On Thu, 9/10/09, Vernichtung gambler@gmail.com wrote: From: Vernichtung gambler@gmail.com 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 TLKMbobot mereka gede di perhitungan indeks -
Re: [ob] Emiten mana sih yg mendorong kenaikan IHSG hari ini?
kalau bapak pake RTI sih bisa langsung dishort mkt cap di BEJtadi kan nanyanya saham apa yg naikin indeks selain PGAS dan ASII...saya jawabnya BBRI BMRI TLKM ke lima saham tersebut market capnya kira2 30% dari mkt cap BEJ ini saya kasih top ten saham di bej menurut market cap (tentu tiap hari urutan berubah)...kalau ditotal mereka udah mencakup kira2 49% market cap bej ... sektor mining yg gede INCO 2.7% ADRO 2.6% dan BUMI 2.5%..BUMI waktu dulu diharga 8500 pernah jadi no 1 kalahin telkom ...tapi karena sekarang harganya 3000 an tentu urutan melorot ke 10... mudah2an ada gambaran TLKM 9.8 ASII 6.2 BBCA 6.1 BBRI 5.0 PGAS 4.7 BMRI 4.7 UNVR 3.8 INCO 2.7 ADRO 2.6 BUMI 2.5 --- On Thu, 9/10/09, Vernichtung gambler@gmail.com wrote: From: Vernichtung gambler@gmail.com Subject: Re: [ob] Emiten mana sih yg mendorong kenaikan IHSG hari ini? To: obrolan-bandar@yahoogroups.com Date: Thursday, September 10, 2009, 9:49 AM Itu saya tahu pak, tapi yg terjadi kan hanya sebagian kecil BC yg naik, malah sebagian turun cukup banyak macam UNVR, apakah sektor banking dengan kenaikan yg segitu bisa memberikan banyak 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?
sama-sama Pak..emang di Bursa kita bobot nya jauh gak merata dibanding bursa lain ... --- On Thu, 9/10/09, Vernichtung gambler@gmail.com wrote: From: Vernichtung gambler@gmail.com Subject: Re: [ob] Emiten mana sih yg mendorong kenaikan IHSG hari ini? To: obrolan-bandar@yahoogroups.com 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 Herman hermanlatief@ yahoo.com kalau bapak pake RTI sih bisa langsung dishort mkt cap di BEJtadi kan nanyanya saham apa yg naikin indeks selain PGAS dan ASII...saya jawabnya BBRI BMRI TLKM ke lima saham tersebut market capnya kira2 30% dari mkt cap BEJ ini saya kasih top ten saham di bej menurut market cap (tentu tiap hari urutan berubah)...kalau ditotal mereka udah mencakup kira2 49% market cap bej ... sektor mining yg gede INCO 2.7% ADRO 2.6% dan BUMI 2.5%. .BUMI waktu dulu diharga 8500 pernah jadi no 1 kalahin telkom ...tapi karena sekarang harganya 3000 an tentu urutan melorot ke 10... mudah2an ada gambaran TLKM 9.8 ASII 6.2 BBCA 6.1 BBRI 5.0 PGAS 4.7 BMRI 4.7 UNVR 3.8 INCO 2.7 ADRO 2.6 BUMI 2.5 --- On Thu, 9/10/09, Vernichtung gambler.bej@ gmail.com wrote: From: Vernichtung gambler.bej@ gmail.com Subject: Re: [ob] Emiten mana sih yg mendorong kenaikan IHSG hari ini? To: obrolan-bandar@ yahoogroups. com Date: Thursday, September 10, 2009, 9:49 AM
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: obrolan-bandar@yahoogroups.com Date: Wednesday, September 9, 2009, 10:22 PM Ya deh kita biarin dulu BBKP kerja :) Yg aneh tg namanya BNBA hehehe 2 hari lalu harga sempet di 176-177... eh sekarang mlorot jadi 140-an :D. Mungkin pantasnya dibeli lebih rendah lagi yah ... hehehe skitar 120-an aja kali ya :-) Rgrds Syat dahsyat_ix@ ... wrote: He he banyak sinyal 3G (Gerakan Gerakan. Gemulai) dari BB (Bang Bozz) kmrin ya... We just follow U ! Sent from my BB® and see http://M.inilah. com ...! -Original Message- From: efendi elias eliasefendi@ ... Date: Wed, 9 Sep 2009 17:47:21 To: obrolan-bandar@ yahoogroups. com Subject: Re: [ob] BBKP, Bank BUKOPIN SS. .JANGAN BERISIKJANGAN GANGGU KERJA BOZZ. --- On Thu, 9/10/09, Andreas Butar Butar btr_...@... wrote: From: Andreas Butar Butar btr_...@... Subject: Re: [ob] BBKP, Bank BUKOPIN To: obrolan-bandar@ yahoogroups. com Date: Thursday, September 10, 2009, 7:40 AM Aduh maaf, pak jgn diomongin atuh,,, biarkan market bekerja,,, --- On Wed, 9/9/09, frombuitenzorg frombuitenzorg@ yahoo.com wrote: From: frombuitenzorg frombuitenzorg@ yahoo.com Subject: [ob] BBKP, Bank BUKOPIN To: obrolan-bandar@ yahoogroups. com Date: Wednesday, September 9, 2009, 9:19 AM Hmmm iklan bank Bukopin di TV mulai menarik perhatian,.. . Bank BUMN ini punya potensi yg cerah kedepannya. Apalagi kalo buka cabang di hampir semua kota kabupaten.. BBKP, siap2 menuju saham pilihan bersaing dg saham2 bank lain... Buy them, it's still OK Rgrds
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 SELL!
Re: [ob] presentasi DOID
Hutang bersih/equity 1.6x mah masih ok pak...lagian nanti abis akuisisi dibayar lunas Overburden makin gede makin ok..karena emang kerjaan kontraktor tambang angkat overburden (tanah yg mengandung batubara) dan batubaramungkin ada salah pengertian dengan istilah overburden . Coba cek aja report UNTR --- On Sun, 9/6/09, anrusing data anru.s...@gmail.com wrote: From: anrusing data anru.s...@gmail.com Subject: Re: [ob] presentasi DOID To: obrolan-bandar@yahoogroups.com Date: Sunday, September 6, 2009, 10:06 PM liabilitiesnya dan overburdennya kok besar bgt? On 07/09/2009, M Herman hermanlatief@ yahoo.com wrote: Liat angka 2009 ama longterm contract..ok banget
Re: [ob] Serbu AKRA ?
Memang AKR ada beli minyak dari Shell singapore (dan supplier2 lain) untuk di jual lagi. Tapi di Indo AKR saingan untuk distribusi petroleum dgn Shell dan Petronas . Yang menarik Shell dan Petronas nyewa tangki AKR karena AKR jagoan banget dalam tangki terminal , Shell juga sewa truk khusus dari AKR. AKR lebih untuk distributor bbm industri..(mining, kawasan industri, airport dll), sedangkan petronas lebih melirik pom bensin. Di tanjung priok terminal tanki raksasanya hampir selesai (join ama Vopak Belanda). Share price of 1100-1200 is expected to reach by next week . YU KZ BW CS will join force . I heard from reliable source that AKR management meets some of securities company to launch a corp action but don't know yet if it is placement or something else. Short story related to AKR petroleum business. Aneka Kimia Raya expanded its business by late 2004 to become a petroleum distributor after government deregulation ended Pertamina’s monopoly in Indonesia. It opened the opportunity window for private players to compete in the 24m KL market of non subsidize petroleum distribution including High Speed Diesel (HDO), Fuel Oil (FO) and Industrial Diesel Oil (IDO). Out off 20 companies given license by the government, only AKR possess storage tanks and was ready for operation (previously used for chemical purposes). Tanks are crucial as its high initial investment requirement remains as the main barrier for others to enter this business. Even the only other two companies operating petroleum distribution, Petronas and Shell, are renting AKR’s facilities. --- On Thu, 9/3/09, D0N Qicot o5ana_indone...@yahoo.com wrote: From: D0N Qicot o5ana_indone...@yahoo.com Subject: Re: [ob] Serbu AKRA ? To: obrolan-bandar@yahoogroups.com Date: Thursday, 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] 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 Shell Indonesia (“Shell”) in order to support traffic growth at IBT’s port and increase the income stream coming from liquid bulk jetty operations) . AKRA (saingan Shell dan petronas dalam pensuplai bbm non subsidi di INdonesia) selama ini sudah jadi supplier tetap KPC dan sedang negosiasi dengan tambang besar lain. Broker Asing CS YU BK udah kumpulin dan diikuti DX yang baru masuk. --- On Thu, 9/3/09, D0N Qicot o5ana_indonesia@ yahoo.com wrote: From: D0N Qicot o5ana_indonesia@ yahoo.com Subject: [ob] Serbu AKRA ? To: obrolan-bandar@ yahoogroups. com Date: Thursday, September 3, 2009, 9:52 PM volume naik terus udah 3 hari belakangan nich... 940 jebol..terus kemana yach...? regards, DonQicot DEWA gowes ke GoCeng !! From: dunia ini indah pusatdu...@yahoo. com To: obrolan-bandar@ yahoogroups. com Sent: Friday, September 4, 2009 9:31:06 AM Subject: [ob] North Korea says uranium enrichment in final stage North Korea says uranium enrichment in final stage Published: Thursday, 3 Sep 2009 http://news. yahoo.com/ s/ap/as_nkorea_ nuclear SEOUL, South Korea – North Korea said Friday that it is in the final stages of enriching uranium, a process that could give the nation a second way to make nuclear bombs in addition to its known plutonium-based program. North Korea informed the U.N. Security Council it is forging ahead with its nuclear programs in defiance of international calls to abandon its atomic ambitions, the official Korean Central News Agency said in a report early Friday. The dispatch said plutonium is being weaponized, and that uranium enrichment — a program North Korea revealed in recent months — was entering the completion phase. Experts had long suspected that the North had a hidden uranium enrichment program, which would give the regime a second source of nuclear material. Uranium enrichment is a simpler method of building nuclear weapons than reprocessing plutonium, and it can be enriched in relatively inconspicuous factories that can better evade spy-satellite detection. A U.S. State Department spokesman said Thursday night that he had no immediate reaction to the North Korean announcement. A South Korean Foreign Ministry spokesman was not immediately available for comment. The North's announcement came a day after a U.S. special envoy arrived in Beijing for talks with Chinese officials on how to get North Korea back on track with its commitments to nuclear disarmament. Stephen Bosworth, the special envoy to North Korea, was to arrive in Seoul later Friday
[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 Ltd. Rencananya setiap saham dihargai Rp 160. Jadi para krerditur akan mendapat 507,51 juta saham BKSL, demikian seperti dikutp dari sebuah harian ekonomi nasional. Untuk merencanakan itu, BKSL akan menggelar Rapat Umum Pemegang Saham Luar Biasa (RUPSLB) pada 8 September mendatang. Sebab kepemilikan saham para pemegang saham lama akan terdelusi 5,07% jika konversi utang menjadi saham ini terlaksana. Saat ini para pemegang saham BKSL adalah Athena Offshore Holding Limited sebesar 39%, publik sebanyak 29%, Good Trend Managemen Limited sebesar 10%, Norfolk Profit Utama sebesar 5%. [hid]
RE: [ob] DOID akhir Sep 3,000 (menjelang RUPSLB)
kemarin sempet dari 1970 dinaikin ke 2050 ..tutup 2000 mudah2an hari ini bisa 2100 --- On Thu, 9/3/09, 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: Thursday, September 3, 2009, 8:12 AM bisa jadi, krn penjaganya buru2 jual2an (diguyur) dari level Rp.2025 ke Rp.1980 krn ambil aman takut goyangan gempa. Kayaknya main DOID mesti pelan2, biar mantap dan kaga EDI duluan :p Slow but sure From: obrolan-bandar@ yahoogroups. com [mailto:obrolan- 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 karena udah pernah dimasukin UMA ama BEI --- On Wed, 9/2/09, Joe Grunk joe_gr...@yahoo. com wrote: From: Joe Grunk joe_gr...@yahoo. com Subject: RE: [ob] DOID akhir Sep 3,000 (menjelang RUPSLB) To: obrolan-bandar@ yahoogroups. com Date: Wednesday, September 2, 2009, 9:57 AM Butuh viagra neh... --- Pada Rab, 2/9/09, M Herman hermanlatief@ yahoo.com menulis: Dari: M Herman hermanlatief@ yahoo.com Judul: RE: [ob] DOID akhir Sep 3,000 (menjelang RUPSLB) Kepada: obrolan-bandar@ yahoogroups. com Tanggal: Rabu, 2 September, 2009, 6:41 AM 20-60 perak sih adalah swing nya hhee --- On Wed, 9/2/09, Sanjaya mysanjaya.hd@ gmail.com wrote: From: Sanjaya mysanjaya.hd@ 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, berarti selama 1 bulan (s/d 30 Sep) DOID bakal di roller coaster dulu ya pak biar pada bosan dan hopeless megang DOIDnya. ? From: obrolan-bandar@ yahoogroups. com [mailto:obrolan- ban...@yahoogrou ps.com] On Behalf Of M Herman Sent: Wed, 02 Sep 2009 14:50 PM To: obrolan-bandar@ yahoogroups. com Subject: Re: [ob] DOID akhir Sep 3,000 (menjelang RUPSLB) RUPSLB 30 Sep pak From: Bonardo Paruntungan lawlegalious@ yahoo.com To: obrolan-bandar@ yahoogroups. com Sent: Wednesday, September 2, 2009 2:11:52 PM Subject: Re: [ob] DOID akhir Sep 3,000 (menjelang RUPSLB) menarik pak? kan lebaran ? 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 :) Terhubung langsung dengan banyak teman di blog dan situs pribadi Anda? Buat Pingbox terbaru Anda sekarang!
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 Shell Indonesia (“Shell”) in order to support traffic growth at IBT’s port and increase the income stream coming from liquid bulk jetty operations) . AKRA (saingan Shell dan petronas dalam pensuplai bbm non subsidi di INdonesia) selama ini sudah jadi supplier tetap KPC dan sedang negosiasi dengan tambang besar lain. Broker Asing CS YU BK udah kumpulin dan diikuti DX yang baru masuk. --- On Thu, 9/3/09, D0N Qicot o5ana_indone...@yahoo.com wrote: From: D0N Qicot o5ana_indone...@yahoo.com Subject: [ob] Serbu AKRA ? To: obrolan-bandar@yahoogroups.com Date: Thursday, September 3, 2009, 9:52 PM volume naik terus udah 3 hari belakangan nich... 940 jebol..terus kemana yach...? regards, DonQicot DEWA gowes ke GoCeng !! From: dunia ini indah pusatdu...@yahoo. com To: obrolan-bandar@ yahoogroups. com Sent: Friday, September 4, 2009 9:31:06 AM Subject: [ob] North Korea says uranium enrichment in final stage North Korea says uranium enrichment in final stage Published: Thursday, 3 Sep 2009 http://news. yahoo.com/ s/ap/as_nkorea_ nuclear SEOUL, South Korea – North Korea said Friday that it is in the final stages of enriching uranium, a process that could give the nation a second way to make nuclear bombs in addition to its known plutonium-based program. North Korea informed the U.N. Security Council it is forging ahead with its nuclear programs in defiance of international calls to abandon its atomic ambitions, the official Korean Central News Agency said in a report early Friday. The dispatch said plutonium is being weaponized, and that uranium enrichment — a program North Korea revealed in recent months — was entering the completion phase. Experts had long suspected that the North had a hidden uranium enrichment program, which would give the regime a second source of nuclear material. Uranium enrichment is a simpler method of building nuclear weapons than reprocessing plutonium, and it can be enriched in relatively inconspicuous factories that can better evade spy-satellite detection. A U.S. State Department spokesman said Thursday night that he had no immediate reaction to the North Korean announcement. A South Korean Foreign Ministry spokesman was not immediately available for comment. The North's announcement came a day after a U.S. special envoy arrived in Beijing for talks with Chinese officials on how to get North Korea back on track with its commitments to nuclear disarmament. Stephen Bosworth, the special envoy to North Korea, was to arrive in Seoul later Friday for similar consultations with South Korean officials before traveling to Tokyo on Sunday as part of an Asia tour amid recent conciliatory moves by Pyongyang. His visit to the region aims to continue consultations with our partners and allies on how to best convince North Korea that it must live up to its obligations ... and take irreversible steps toward complete denuclearization, the U.S. Embassy in Beijing said in a statement. North Korea called the decision to push ahead with its nuclear programs a reaction to the Security Council's moves to tighten sanctions against the regime for testing a nuclear bomb in May. The report called the resolution a wanton violation of the DPRK's sovereignty and dignity. DPRK stands for the country's official name, the Democratic People's Republic of Korea. The North views its nuclear program as a security guarantee against what it claims is U.S. hostility and its alleged plans to attack Pyongyang. The U.S., China, Japan, Russia and South Korea have been negotiating with North Korea for years on dismantling its nuclear program in exchange for aid and other concessions. North Korea warned on Friday that it would be left with no choice but to take yet stronger self-defensive countermeasures if the Security Council continues the standoff, KCNA said without elaborating on what it meant by the countermeasures. Meanwhile, the North also said it has never objected to the denuclearization of the Korean Peninsula and left open possibility for dialogue with some permanent members of the Security Council, an apparent reference to the U.S. We are prepared for both dialogue and sanctions, KCNA said. The North has long sought one-on-one negotiations with Washington on the nuclear program, hoping to raise its international profile. The U.S. has said it is willing to hold direct talks with Pyongyang but only on the sidelines of the six-nation disarmament talks. North Korea walked away from the talks earlier this year. North Korea also conducted its second nuclear test in May, drawing international condemnation and new U.N. sanctions. The
[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)
RUPSLB 30 Sep pak From: Bonardo Paruntungan lawlegali...@yahoo.com To: obrolan-bandar@yahoogroups.com Sent: Wednesday, September 2, 2009 2:11:52 PM Subject: Re: [ob] DOID akhir Sep 3,000 (menjelang RUPSLB) menarik pak? kan lebaran ? 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, berarti selama 1 bulan (s/d 30 Sep) DOID bakal di roller coaster dulu ya pak biar pada bosan dan hopeless megang DOIDnya. ? From: obrolan-bandar@ yahoogroups. com [mailto:obrolan- ban...@yahoogrou ps.com] On Behalf Of M Herman Sent: Wed, 02 Sep 2009 14:50 PM To: obrolan-bandar@ yahoogroups. com Subject: Re: [ob] DOID akhir Sep 3,000 (menjelang RUPSLB) RUPSLB 30 Sep pak From: Bonardo Paruntungan lawlegalious@ yahoo.com To: obrolan-bandar@ yahoogroups. com Sent: Wednesday, September 2, 2009 2:11:52 PM Subject: Re: [ob] DOID akhir Sep 3,000 (menjelang RUPSLB) menarik pak? kan lebaran ? 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 :)
