Re: [ob] FPNI - to TOM.D.S

2010-04-10 Terurut Topik Tom DS
prospektus penawaran bond nya biar bisa tahu lebih jauh prospek company ini? Thx On Apr 10, 2010 8:31 AM, Tom DS tom.ds.st...@gmail.com wrote: *Sorry for the late reply.. my bad coz almost during early quarter made me headache.. OK anyway, mungkin istilahnya bukan bocoran yah since I'm

Re: [ob] FPNI - to TOM.D.S

2010-04-09 Terurut Topik Tom DS
?! On 9 April 2010 10:45, Tom DS tom.ds.st...@gmail.com wrote: *Yes Pak Jacob, FPNI has several expansion projects in the near future, expected to be decided end of this year. While they also published to sell bonds for working capital expansion plan. Their plastic business has been

Re: [ob] FPNI - to TOM.D.S

2010-04-09 Terurut Topik Tom DS
cheap. but i keep my skeptical tone though. Haha 2010/4/9 Tom DS tom.ds.st...@gmail.com *Hi Kang Bagus... Just one quick question before I share my view on your comprehensive summary. Are you from Indopremier? T.o.m* 2010/4/9 Bagus Putra Perdana disclosure@gmail.com haha, data

Re: [ob] FPNI - to TOM.D.S

2010-04-08 Terurut Topik Tom DS
*Yes Pak Jacob, FPNI has several expansion projects in the near future, expected to be decided end of this year. While they also published to sell bonds for working capital expansion plan. Their plastic business has been improving so fast.. T.o.m* 2010/4/8 Jacob® rxbk1...@gmail.com This

Re: [ob] FPNI - to TOM.D.S

2010-04-08 Terurut Topik Tom DS
supirnya krn emiten ga campur tangan beda dgn si B7... mgkn bakal maen lbh aktif pas IPO-nya Indopoly Swakarsa Industry Produsen film plastik kemasan milik grup Salim, Juni nanti :) --- In obrolan-bandar@yahoogroups.com obrolan-bandar%40yahoogroups.com, Tom DS tom.ds.st...@... wrote: *Yes Pak

Re: [ob] GZCO valuation, Target 915 atau naik 200% (resend)

2010-04-05 Terurut Topik Tom DS
*Dear Mbah, Keliatannya untuk target price 915 masih terlalu jauh, setidaknya menurut saya.. Estimasi revenue GZCO 2010 masih baru sekitar 500 M dengan asumsi harga CPO rata2 $730. Ini adalah estimasi menurut management yang cukup hati2 (sekarang CPO sudah jauh diatas itu). Expected income from

Re: [ob] GZCO valuation, Target 915 atau naik 200% (resend)

2010-04-05 Terurut Topik Tom DS
*Sorry mbah, saya koreksi, maksudnya dengan target PER 11.5 menghasilkan target price 11.5 x Rp47/share = Rp540/share di tahun 2010. T.o.m * 2010/4/5 Tom DS tom.ds.st...@gmail.com *Dear Mbah, Keliatannya untuk target price 915 masih terlalu jauh, setidaknya menurut saya.. Estimasi revenue

Re: [ob] GZCO valuation, Target 915 atau naik 200% (resend)

2010-04-05 Terurut Topik Tom DS
Ferry ferry.wachj...@gmail.com Mbah/Pak Tom, Kalau GJTL bagaimana? Dengan EPS 260….kalau PERnya diambil 10, jadi sekitar 2600an donk…. Mohon diulas juga… Thanks, *From:* obrolan-bandar@yahoogroups.com [mailto: obrolan-ban...@yahoogroups.com] *On Behalf Of *Tom DS *Sent:* Monday

[ob] BUY FPNI...

2010-03-30 Terurut Topik Tom DS
*BUY FPNI... 1. Published financial statement 2. A+ rating from Fitch for its proposed bonds **T.o.m*

Re: [ob] AUTO to 9200 --special to Pak Lukman

2010-03-26 Terurut Topik Tom DS
saya loh paling lama hanya 3 tahun saja. selanjutnya akan flat. Kecuali di dukung dengan naiknya omset penjualan . (ini idealnya) Salam Lukman On 2 March 2010 09:27, Tom DS tom.ds.st...@gmail.com wrote: *You can download in : http://202.155.2.90/corporate_actions/new_info_jsx

[ob] AUTO to 9200

2010-03-01 Terurut Topik Tom DS
*Slow but sure for your investment.. * ** ** *T.o.m*

Re: [ob] AUTO to 9200

2010-03-01 Terurut Topik Tom DS
sekitar 9 ~ 10 X ) Salam Lukman On 1 March 2010 23:45, Tom DS tom.ds.st...@gmail.com wrote: *Slow but sure for your investment.. * ** ** *T.o.m* -- Lukman

Re: [ob] MNCN

2010-02-25 Terurut Topik Tom DS
yg beredar di publik sedikit. Cannot agree more yang dah profit TP di BMTR dan MNCN , sekali BHIT turun bisa berabe BMTR dan MNCN. Regards, Herman - Original Message - *From:* Tom DS tom.ds.st...@gmail.com *To:* obrolan-bandar@yahoogroups.com *Sent:* Wednesday, February 24, 2010

Re: [ob] MNCN

2010-02-24 Terurut Topik Tom DS
*Actually the main reason of the recent rally in Bhakti group was only due to un-executed convertible bonds. This is only for BHIT, while we will have some other time in the near future for MNCN BMTR rally. Just enjoy the show.. T.o.m * 2010/2/24 charles_3983 charles_3...@yahoo.com yg

Re: [ob] MNCN

2010-02-24 Terurut Topik Tom DS
24, 2010 at 3:37 PM, Tom DS tom.ds.st...@gmail.com wrote: *Actually the main reason of the recent rally in Bhakti group was only due to un-executed convertible bonds. This is only for BHIT, while we will have some other time in the near future for MNCN BMTR rally. Just enjoy the show

Re: [ob] MNCN

2010-02-24 Terurut Topik Tom DS
-bandar%40yahoogroups.com, herman_mil...@... wrote: BMTR kayak main roller coster hari ini ... Takut besok BHIT longsor BMTR. Untung dah take profit Powered by Telkomsel BlackBerry® -Original Message- From: Tom DS tom.ds.st...@... Date: Wed, 24 Feb 2010 15:37:28

Re: [ob] MNCN

2010-02-24 Terurut Topik Tom DS
juga turunnya gaya METEOR JATUH... --- In obrolan-bandar@yahoogroups.com obrolan-bandar%40yahoogroups.com, Tom DS tom.ds.st...@... wrote: *Yup boss...* ** *There was a concern raised by the management that the bond holder (for the last convertible bond of $131million) did not execute

Re: [ob] MNCN

2010-02-24 Terurut Topik Tom DS
JATUH... --- In obrolan-bandar@yahoogroups.com obrolan-bandar%40yahoogroups.com, Tom DS tom.ds.st...@... wrote: *Yup boss...* ** *There was a concern raised by the management that the bond holder (for the last convertible bond of $131million) did not execute its convertible right due

Re: [ob] MNCN

2010-02-24 Terurut Topik Tom DS
date for this convertible bond is on mid of this year.* ** ** *T.o.m* On 2/24/10, indeksbei3...@gmail.com indeksbei3...@gmail.com wrote: Please kindly elaborate project and story ? Thanks No Bakrie's Stocks, It's Sucks -- *From: *Tom DS tom.ds.st...@gmail.com

Re: [ob] MNCN

2010-02-24 Terurut Topik Tom DS
, Herman - Original Message - *From:* Tom DS tom.ds.st...@gmail.com *To:* obrolan-bandar@yahoogroups.com *Sent:* Wednesday, February 24, 2010 11:04 PM *Subject:* Re: [ob] MNCN *Yup boss...* ** *There was a concern raised by the management that the bond holder (for the last

Re: [ob] MNCN

2010-02-24 Terurut Topik Tom DS
information. Salam FREE No Bakrie's Stocks, It's Sucks -- *From: *Tom DS tom.ds.st...@gmail.com *Date: *Wed, 24 Feb 2010 22:35:31 +0700 *To: *obrolan-bandar@yahoogroups.com *Subject: *Re: [ob] MNCN *If their game this time succeed, then they can save cash

[ob] Bakrie time tomorrow???

2010-02-24 Terurut Topik Tom DS
*Will they play tomorrow? =)* ** ** *T.o.m*

Re: [ob] Bakrie time tomorrow???

2010-02-24 Terurut Topik Tom DS
Time ? Or I Tot U ? Ha Ha Ha :) No Bakrie's Stocks, It's Sucks -- *From: *Tom DS tom.ds.st...@gmail.com *Date: *Wed, 24 Feb 2010 22:59:39 +0700 *To: *obrolan-bandar yahoogroupsobrolan-bandar@yahoogroups.com *Subject: *[ob] Bakrie time tomorrow

[ob] Buy AUTO...

2010-02-24 Terurut Topik Tom DS
*Buy AUTO... T.o.m*

Re: [ob] Buy AUTO...

2010-02-24 Terurut Topik Tom DS
:) Sent from my BlackBerry® powered by Sinyal Kuat INDOSAT -- *From: * Tom DS tom.ds.st...@gmail.com *Date: *Thu, 25 Feb 2010 08:20:31 +0700 *To: *obrolan-bandar yahoogroupsobrolan-bandar@yahoogroups.com *Subject: *[ob] Buy AUTO... *Buy AUTO... T.o.m*

Re: [ob] Buy AUTO...

2010-02-24 Terurut Topik Tom DS
*Yeah... everybody missed their target in 2008 right? (looking for an excuse mode... hehehe) T.o.m* 2010/2/25 SSTrader01 febry.hariyannugr...@gmail.com Itu udah gaya Pak Tom .. :) Saya dari tahun lalu ikut FPNI ... Tapi waktu itu gagal jalan .. tapi Pak Tom bilang untuk lepas dulu kalo

Re: [ob] Buy AUTO...

2010-02-24 Terurut Topik Tom DS
, 2010 at 9:10 AM, richard...@gmail.com wrote: Great. Thanks.. Sent from my BlackBerry® powered by Sinyal Kuat INDOSAT -- *From: * Tom DS tom.ds.st...@gmail.com *Date: *Thu, 25 Feb 2010 09:03:24 +0700 *To: *obrolan-bandar@yahoogroups.com *Subject: *Re: [ob] Buy

Re: [ob] SP IAN

2010-02-24 Terurut Topik Tom DS
*Bang IAN, Menurut cenayang, how much is the target price for AUTO end of 2010? Will it hit my target price 9,200? Pls advice... =) T.o.m* 2010/2/25 Irwan Napitupulu irwannapitup...@gmail.com BUY TLKM di 7700 sumber: dari cenayang. kalau salah, tanggung masing2 ya :) SP ini bersifat

Re: [ob] SP IAN

2010-02-24 Terurut Topik Tom DS
. dia hanya nyebut kalau ada angka kuat yg tiba2 terlintas dibenaknya. jadi, bisa saja saya sebut saham, tapi dia ngga ada penglihatan apa2 dan dia bilang ngga tahu. ntar, kalau sudah dapat tlkm nya di 7700, baru saya tanya lagi, jualannya di harga berapa enaknya? :) IAN 2010/2/25 Tom DS

[ob] Let's go for BMTR

2009-11-16 Terurut Topik Tom DS
*Let's go for BMTR T.o.m *

Re: [ob] Let's go for BMTR

2009-11-16 Terurut Topik Tom DS
*Untuk pergerakan harian tanya aja sama jagoan TA ya boss.. Tapi one thing for sure, untuk di keep 1 tahun saja masih sangat OK secara valuasi. T.o.m* 2009/11/16 Lucky Trader soluckytra...@gmail.com Apakah adiknya MNC layak collect ? -LT On 11/16/09, Tom DS tom.ds.st...@gmail.com

Re: [ob] Re: DOW Lanjutkan Ke 10500-12000, IHSG Coba Ke 2500

2009-11-09 Terurut Topik Tom DS
*Mungkin bukan short Pak, tapi mungkin lebih enak diberikan istilah time for high-price distribution... T.o.m * 2009/11/10 icchanks iccha...@yahoo.com GIMANA BG HARI INI, MASIH KAH ADA YANG BERANI NGESHORT??? --- In obrolan-bandar@yahoogroups.com obrolan-bandar%40yahoogroups.com, Irwan

Re: [ob] BUMI dan ANTM balapan

2009-11-04 Terurut Topik Tom DS
*Kalau besok BUMI di short sama Jendral Arto ke 1,700 yang beli BUMI kemaren jadi GGB (Gembel-Gembel Baru) dong? Hehe canda ya =) I still expect another downwards movement soalnya.. T.o.m* 2009/11/4 Muhamad Rojak muhamad.ma...@gmail.com Tuh kan, waktu Bumi masih obral, gw suruh borong

Re: [ob] Re: BUMI and FAST/DEEP Correction 2008

2009-11-03 Terurut Topik Tom DS
*So, welcome to 1,900??? T.o.m * 2009/11/3 highwaysta...@gmail.com Jadi ujung2nya sebetulnya terserah kemauan bandar Mbah hehehe... Sent from my computer of course! -- *From: * jsx_consultant jsx-consult...@centrin.net.id *Date: *Tue, 03 Nov 2009 04:05:52

Re: Mr T.O.M D.S Re: [ob] Re: kang ocoy, EL, what's going on here?

2009-11-03 Terurut Topik Tom DS
*For longer-term I prefer MNCN. However BMTR price now and in the near future is likely more attractive. T.o.m* On Tue, Nov 3, 2009 at 3:25 PM, Lucky Trader soluckytra...@gmail.comwrote: MrTOM, in term of FA, which u prefer BMTR or MNCN ? Thx LT On 11/3/09, Tom DS tom.ds.st...@gmail.com

Re: Mr T.O.M D.S Re: [ob] Re: kang ocoy, EL, what's going on here?

2009-11-02 Terurut Topik Tom DS
calling Mr Tom DS Just wan't to ask, did u have the same view like Mr Bagus ? Note: Your SEJATI Call (BMTR) is not so SEJATI :) Thanks -Original Message- From: Bagus Putra Perdana disclosure@gmail.com Date: Mon, 2 Nov 2009 21:53:26 To: obrolan-bandar@yahoogroups.com Subject: Re

Re: [ob] JP Morgan Naikan Target Harga Saham BUMI

2009-11-02 Terurut Topik Tom DS
*Be extracarefull on this stock on the short-term period. T.o.m* 2009/11/2 Yanuar Mustofa yanuar.must...@yahoo.com *kayaknya udah kenyang nampungin kemaren...sekarang saatnya naik..manta* * * *JAKARTA - *Harga saham PT Bumi Resources Tbk (BUMI) saat ini boleh saja anjlok tajam

Re: Mr T.O.M D.S Re: [ob] Re: kang ocoy, EL, what's going on here?

2009-11-02 Terurut Topik Tom DS
*In range 690-795. (disclaimer On) T.o.m* On Tue, Nov 3, 2009 at 10:38 AM, Ivanka i4...@yahoo.com wrote: Please share berapa TP mid 2010 utk bmtr? Sent from my iPhone On Nov 3, 2009, at 9:37, Tom DS tom.ds.st...@gmail.com wrote: *Hi boss.. Yup, my BMTR sejati call is likely

Re: [ob] P/E rata-rata IHSG

2009-10-18 Terurut Topik Tom DS
-- *From: *Tom DS tom.ds.st...@gmail.com *Date: *Sat, 17 Oct 2009 12:07:40 +0700 *To: *obrolan-bandar@yahoogroups.com *Subject: *Re: [ob] P/E rata-rata IHSG *You can find it on **www.idx.co.id* http://www.idx.co.id/* on idx weekly statistic, or you can contact your broker.* ** *Our

MEDC -- Re: [ob] P/E rata-rata IHSG

2009-10-18 Terurut Topik Tom DS
-- *From: *Tom DS tom.ds.st...@gmail.com *Date: *Sat, 17 Oct 2009 12:07:40 +0700 *To: *obrolan-bandar@yahoogroups.com *Subject: *Re: [ob] P/E rata-rata IHSG *You can find it on **www.idx.co.id* http://www.idx.co.id/* on idx weekly statistic, or you can contact your broker.* ** *Our

Re: [ob] P/E rata-rata IHSG

2009-10-18 Terurut Topik Tom DS
. Akhir-akhir ini ybs tidak aktif di milis yah? ** *--* *From: *Tom DS tom.ds.stock@ gmail.com *Date: *Sat, 17 Oct 2009 12:07:40 +0700 *To: *obrolan-bandar@ yahoogroups. com *Subject: *Re: [ob] P/E rata-rata IHSG *You can find it on **www.idx.co.id* http://www.idx.co.id

Re: MEDC -- Re: [ob] P/E rata-rata IHSG

2009-10-18 Terurut Topik Tom DS
Pada tanggal 19/10/09, Tom DS tom.ds.st...@... menulis: *MEDC is capital intensive one...* *Saya tidak pernah suka dengan bisnis yang capital intensive.. ROE rendah, modal besar, balik modal lama...* *high capital intensity firms will tend to have lower value/EBITDA ratio

Re: [ob] P/E rata-rata IHSG

2009-10-16 Terurut Topik Tom DS
*You can find it on **www.idx.co.id* http://www.idx.co.id* on idx weekly statistic, or you can contact your broker.* ** *Our current weighted average P/E and P/BV of 12.4 and 2.5 respectively is still 71-75% of our highest bubble level in early January 2008. Let's just hope on better than expected

[ob] Special for EL

2009-10-08 Terurut Topik Tom DS
*EL, just curious..* *Are you work with DH?* ** *Hmm.. If DH starts to short BUMI, that would be more dangerous than these 2 days.* ** ** *T.o.m*

Re: [ob] Special for EL

2009-10-08 Terurut Topik Tom DS
*Hahahaha... =D* *That's DE...* ** *I meant DH = SInarmas...* ** ** *T.o.m* On 10/8/09, boyz® m457...@gmail.com wrote: DH? Dean Hearwicker? Ngga bro, dia ngga ngeshort, dia lagi sekolah lagi, cari kebetan anak mahasiswi, hehehe Salam, On Thu, Oct 8, 2009 at 10:37 PM, Tom DS

Re: [ob] Special for EL

2009-10-08 Terurut Topik Tom DS
, boyz® m457...@gmail.com wrote: DH? Dean Hearwicker? Ngga bro, dia ngga ngeshort, dia lagi sekolah lagi, cari kebetan anak mahasiswi, hehehe Salam, On Thu, Oct 8, 2009 at 10:37 PM, Tom DS tom.ds.st...@gmail.com wrote: *EL, just curious..* *Are you work with DH?* ** *Hmm

Re: [ob] Special for EL

2009-10-08 Terurut Topik Tom DS
*Tidak ada indikasi apa-apa.. hanya saya saja yang sudah ngantuk, jadi ngelantur.. * *Sorry to bother...* *Have a nice sleep...* ** ** *T.o.m* On 10/8/09, boyz® m457...@gmail.com wrote: On Thu, Oct 8, 2009 at 10:56 PM, inpestorpembela...@gmail.com wrote: Ada indikasi apa/dari mana P Tom ?

[ob] To Prof JT Pak Tasrul: Sekali lagi nawar BUMI 2,550-2,750...

2009-10-07 Terurut Topik Tom DS
*Dear Prof JT Mr.Tasrul, Sekali lagi mau nawar beli BUMI di 2,550-2,750 masih dikasih nggak ya? Wot do you think technically? Pls enlighten me.. =) T.o.m*

[ob] To Proft JT: Will it be possible BUMI in range 2,550-2,750 technically?

2009-10-01 Terurut Topik Tom DS
*Kalau seandainya nanti BUMI break support, secara technical bisa turun sampai berapa prof? Berapa saja level support selanjutnya?* *If say I would buy on range 2,550-2,750, will it be possible? =)* ** *Many thanks prof JT...* ** ** *T.o.m* On 10/1/09, JsxTrader jsxtra...@yahoo.com wrote:

Re: [ob] BUMI Result H1/2009 --TERRIBLE

2009-09-30 Terurut Topik Tom DS
*Trully, I haven't receive the report, but from embah's data, I could say it was terrible..* ** *Far away from management's expectation in the beginning of year. Unless in 3rd 4th quarter they could come up with way up better than expected. From 1stH view, this was approx 80% from expectation.

[ob] Warning on BUMI

2009-09-10 Terurut Topik Tom DS
*Today is BUMI's payment due for its LT debt interest of: - CS facilities 2008-5 ($50mio, 3% p.a. + LIBOR) - Deutsche Bank AG ($55mio, 3.5% p.a. + LIBOR) Fundamentally speaking.. these payment is immaterial to BUMI's cash position and no significant impact to its value. If somebody wants to play

[ob] IHSG KEJEPIT ---CS activity on BUMI

2009-09-07 Terurut Topik Tom DS
, KZ ZP??? (kidding...no offense..)* ** ** *T.o.m* On 9/5/09, Tom DS tom.ds.st...@gmail.com wrote: *Kalau pakai NA alias Ngawur Analysis sih mau naikin dengan cepat dengan ongkos murah ya naikin aja pakai UNVR + TLKM. Karena Dow hijau tapi commodities heading no where. Mungkin tenaga lainnya

Re: Bls: [ob] Woiii BOZZZZZ Mana nih THR Nya BOZZZ.... ?

2009-09-07 Terurut Topik Tom DS
*Iseng-iseng tidak berhadiah:* *1. BUMI* *2. UNTR* *3. ASII* *4. BDMN* *5. AALI* *6. PGAS* *7. BNBR* *8. INTP* *9. PTBA* *10. FREN* *11. BMTR* *12. OKAS* *13. LAPD* *14. UNSP* ** *Jadi ke-14 saham ini besok mau naik ya mbah? Just curious..* ** ** *T.o.m* On 9/7/09, jsx_consultant

Re: Bls: [ob] IHSG KEJEPIT ---CS activity on BUMI

2009-09-07 Terurut Topik Tom DS
DS tom.ds.st...@gmail.com* menulis: Dari: Tom DS tom.ds.st...@gmail.com Judul: [ob] IHSG KEJEPIT ---CS activity on BUMI Kepada: obrolan-bandar@yahoogroups.com Tanggal: Senin, 7 September, 2009, 10:27 PM *Dear all,* ** *Saya mau minta maaf sedikit salah kasih informasi pada email 2hari

Re: [ob] IHSG KEJEPIT

2009-09-06 Terurut Topik Tom DS
Kuat INDOSAT -- *From: * Tom DS tom.ds.st...@gmail.com *Date: *Sat, 5 Sep 2009 22:36:52 +0700 *To: *obrolan-bandar@yahoogroups.com *Subject: *Re: [ob] IHSG KEJEPIT *Kalau pakai NA alias Ngawur Analysis sih mau naikin dengan cepat dengan ongkos murah ya naikin aja

Re: [ob] IHSG KEJEPIT

2009-09-05 Terurut Topik Tom DS
*Kalau pakai NA alias Ngawur Analysis sih mau naikin dengan cepat dengan ongkos murah ya naikin aja pakai UNVR + TLKM. Karena Dow hijau tapi commodities heading no where. Mungkin tenaga lainnya pakai PGAS. ASII sudah cukup tinggi. Banking mungkin kurang sentimen positif.* ** *BUMI??? CS masih

Re: bumi Re: [ob] Re: watch DOID

2009-08-29 Terurut Topik Tom DS
*Hahaha.. pasti ribet ngitungnya apalagi mau dicocokin sama harga sekarang atau historical price nya.. nggak masuk...* *Memang secara fundamental dan dihitung replacement value BUMI pasti tinggi (diatas Rp 5,000/share saat ini, apalagi memeprhitungkan reserve resource value plus operating

Re: bumi Re: [ob] Re: watch DOID

2009-08-29 Terurut Topik Tom DS
trading multipliers nya. Jangan lupa volatilitas harus di-priced-in, juga Weighted Average Price.* ** ** *T.o.m* On 8/30/09, Tom DS tom.ds.st...@gmail.com wrote: *Hahaha.. pasti ribet ngitungnya apalagi mau dicocokin sama harga sekarang atau historical price nya.. nggak masuk...* *Memang

Re: [ob] SEJATI: BMTR eoy target 690-795 (exp. PBV 1.3-1.5x)

2009-08-20 Terurut Topik Tom DS
akan membuat holding diundervalued 2 kali karena aset2nya sudah divaluasi terlebih dahulu sebelum holdingnya divaluasi.) On Tue, Aug 11, 2009 at 11:30 PM, Tom DS tom.ds.st...@gmail.com wrote: *BMTR end of year target 690-795 (exp. PBV 1.3-1.5x).* ** *BMTR 1.5 month target 450-540

Re: [ob] SEJATI: BMTR eoy target 690-795 (exp. PBV 1.3-1.5x)

2009-08-20 Terurut Topik Tom DS
kali current BV, kecuali BV yang disesuaikan tadi. Thanks Mate. Nice Discussion... 2009/8/20 Tom DS tom.ds.st...@gmail.com *Pak Bagus, * * Terimakasih atas response nya. **Ini yang saya tunggu dari OB-ers untuk mengkritisi pergerakan harga tidak hanya berdasarkan teknikal tapi juga

[ob] SEJATI: BMTR eoy target 690-795 (exp. PBV 1.3-1.5x)

2009-08-11 Terurut Topik Tom DS
*BMTR end of year target 690-795 (exp. PBV 1.3-1.5x).* ** *BMTR 1.5 month target 450-540.* ** ** *Dear technicalyst, please make clear what I'm saying... =)* *Buy on weakness..* ** ** *T.o.m*

[ob] SEJATI: BLTA eoy target 1500-1675 (traded at PBV 0.8-0.9x)

2009-08-11 Terurut Topik Tom DS
*BLTA end of year target 1500-1675 (traded at PBV 0.8-0.9x).* ** ** *T.o.m*

Re: [ob] SEJATI: BMTR eoy target 690-795 (exp. PBV 1.3-1.5x)

2009-08-11 Terurut Topik Tom DS
, ruzli...@gmail.com ruzli...@gmail.com wrote: Mr. Tom, My Man U are @ the same boat With Miss EL ? Why BMTR, Not MNCN or BHIT or even FREN ? Thanks Sent from my BlackBerry® powered by Sinyal Kuat INDOSAT -- *From*: Tom DS *Date*: Tue, 11 Aug 2009 23:30:27

Re: [ob] SEJATI: BMTR eoy target 690-795 (exp. PBV 1.3-1.5x)

2009-08-11 Terurut Topik Tom DS
inpes.. Hihihiii... - VF - -- *From*: Tom DS *Date*: Tue, 11 Aug 2009 23:30:27 +0700 *To*: obrolan-bandar yahoogroupsobrolan-bandar@yahoogroups.com *Subject*: [ob] SEJATI: BMTR eoy target 690-795 (exp. PBV 1.3-1.5x) *BMTR end of year target 690-795 (exp. PBV

Re: [ob] SEJATI: BMTR eoy target 690-795 (exp. PBV 1.3-1.5x)

2009-08-11 Terurut Topik Tom DS
it turn to profit this year. Thx Sent from my BlackBerry® powered by Sinyal Kuat INDOSAT -- *From*: Tom DS *Date*: Tue, 11 Aug 2009 23:30:27 +0700 *To*: obrolan-bandar yahoogroupsobrolan-bandar@yahoogroups.com *Subject*: [ob] SEJATI: BMTR eoy target 690-795 (exp

Re: [ob] Re: SEJATI: BMTR eoy target 690-795 (exp. PBV 1.3-1.5x)

2009-08-11 Terurut Topik Tom DS
FPNI ? Hmm ...fundamentalnya sangat menarik, kalo lapis 3 mulai gerak mah, bisa jadi kandidat terkuat neh. Watch out ...!!! --- In obrolan-bandar@yahoogroups.com obrolan-bandar%40yahoogroups.com, Tom DS tom.ds.stock@ wrote: *BMTR end of year target 690-795 (exp. PBV 1.3-1.5x

Re: [ob] SEJATI: BMTR eoy target 690-795 (exp. PBV 1.3-1.5x)

2009-08-11 Terurut Topik Tom DS
wrote: Okay, so BMTR is The Best Stock in Tanoe Group. Thanks Sent from my BlackBerry® powered by Sinyal Kuat INDOSAT -- *From*: Tom DS *Date*: Tue, 11 Aug 2009 23:57:54 +0700 *To*: obrolan-bandar@yahoogroups.com *Subject*: Re: [ob] SEJATI: BMTR eoy

Re: [ob] FPNI

2009-07-29 Terurut Topik Tom DS
*Sudah tau kan newsnya sekarang.. =)* *Maaf baru sempat reply, masih jadi hari-hari yang hectic sampai jumat ini.. * ** ** *T.o.m* On Tue, Jul 28, 2009 at 4:02 PM, paramanand...@yahoo.com wrote: Pak Tom DS, FPNI mulai joget juga tuh, ada apa gerangan? Tks, Rama Powered by Telkomsel

Re: [ob] Bakrie Stocks, masih layak collect?

2009-07-23 Terurut Topik Tom DS
*Not only Rupiah influence BG Pak.. Even if its debt not in US$, they still burdened quite high debt and of course bear high risk.* *Moreover, their financial engineering is very complicated and high level.. The risk even higher...* ** *However as we knew, these leverage will be highly positive,

Re: [ob] Mengajukan Diri Ikut Kompetisi SUPER Analys

2009-07-05 Terurut Topik Tom DS
*TLKM itu dividend cum date besok Pak, jadi memang masih ada kemungkinan naik dan ejakulasi dini.* *Awal sesi terbang tinggi, akhir sesi down tapi masih naik tipis..??* *Mungkinkah??* ** *Anyway, disclaimer On, since I never touch this sunset stock.. At least not this year.. =)* ** ** *T.o.m* On

[ob] Monday??? time for BLTA to go up...

2009-07-05 Terurut Topik Tom DS
*Monday??? time for BLTA to go up...* ** ** *Disclaimer always On* *T.o.m*

Re: [ob] Mengajukan Diri Ikut Kompetisi SUPER Analys

2009-07-05 Terurut Topik Tom DS
, coderman topg...@gmail.com wrote: Kalo sunset koq masi bisa gain laba deviden tinggi pa Tom ? On 7/5/09, Tom DS tom.ds.st...@gmail.com tom.ds.stock%40gmail.com wrote: *TLKM itu dividend cum date besok Pak, jadi memang masih ada kemungkinan naik dan ejakulasi dini.* *Awal sesi terbang tinggi

Re: [ob] Re: Monday??? time for BLTA to go up...

2009-07-05 Terurut Topik Tom DS
... =)* ** ** *T.o.m* On 7/6/09, t_bumi t_b...@yahoo.co.id wrote: --- In obrolan-bandar@yahoogroups.com obrolan-bandar%40yahoogroups.com, Tom DS tom.ds.st...@... wrote: *Monday??? time for BLTA to go up...* ** ** *Disclaimer always On* *T.o.m* Sip : tbumi Ingat BLTA, maka

Re: [ob] Monday??? time for BLTA AKRA to go up...

2009-07-05 Terurut Topik Tom DS
AKRA to go up :)* *Rgrds* coderman topg...@... wrote: Nah yang ini saya baru setuju :D On 7/5/09, Tom DS tom.ds.st...@... wrote: *Monday??? time for BLTA to go up...* ** ** *Disclaimer always On* *T.o.m*

Re: [ob] DPT bermasalah? Pilpres diundur? DPT ditolak KPU : Lanjutkan....Tunjukkan Nasionalisme...

2009-07-05 Terurut Topik Tom DS
*Anyway, based on UU No.10 2008, can KPU's invitation letter based on DPT be replaced by ID card? Or by anything looks alike??* ** ** *T.o.m* On 7/6/09, Andy a...@qsix.com wrote: Benar sekali! Bener2 pengecut, sudah tinggal 2 hari masih bikin masalah, padahal ribut2 DPT sudah sejak

Re: [ob] DAri danareksa

2009-06-30 Terurut Topik Tom DS
*Our moderate target for ASRI is Rp 180/share before end of year 2009 (traded at PBV 1.7 - 2.0x)* ** ** *T.o.m* 2009/6/30 Aminun Nahari ami...@gmail.com Timingnya gimana pak ? Dalam berapa bulan ke depan ? Kalau TP aja ... ngga pakai timing ... ya Insya Allah tercapai ... tapi kapan ?

[ob] Watch property sector prior and post June inflation announcement...

2009-06-29 Terurut Topik Tom DS
*Watch property sector prior and post June inflation announcement...* *Smarter investor buy warrant..* ** ** *T.o.m*

Re: [ob] Watch property sector prior and post June inflation announcement...

2009-06-29 Terurut Topik Tom DS
:18 AM, Ruz7 indeksbei3...@gmail.com wrote: Mr Tom, any recomendation on Prop ? :) Powered By FREN BondBerry. (Bayar Pake Daun). Indeksbei3000® -- *From*: Tom DS *Date*: Tue, 30 Jun 2009 09:13:06 +0700 *To*: obrolan-bandar yahoogroupsobrolan-bandar

Re: [ob] Watch property sector prior and post June inflation announcement...

2009-06-29 Terurut Topik Tom DS
opinion related to property scetor? Powered by Telkomsel BlackBerry® -- *From*: Tom DS *Date*: Tue, 30 Jun 2009 09:13:06 +0700 *To*: obrolan-bandar yahoogroupsobrolan-bandar@yahoogroups.com; pasar_modal_indone...@yahoogroups.com; sa...@yahoogroups.com

[ob] Fwd: [Challenge Response] Confirm your email by visiting http://localhost:32000/challenge/?folder=2009063011051502718042

2009-06-29 Terurut Topik Tom DS
Response] Confirm your email by visiting http://localhost:32000/challenge/?folder=2009063011051502718042 To: tom.ds.st...@gmail.com Your message From: Tom DS tom.ds.st...@gmail.com To: obrolan-bandar@yahoogroups.com Subject: Re: [ob] Watch property sector prior and post June inflation

Re: [ob] LANJUTKAN Besok msh bisa bullish dulu................!!!

2009-06-28 Terurut Topik Tom DS
*Are you sure??* ** ** *T.o.m* On 6/28/09, FromBuitenzorg frombuitenz...@yahoo.com wrote: Besok mudah2an masih bisa bullish, tanda2 itu mestinya udah nampak, tapi kalo Asia warnanya jadi remang2 hehehe jadi contrarian dulu, sebelum hari H pencontrengan :) Rgrds harrywijaya81

Re: [ob] Watchout for traders and investors...

2009-06-24 Terurut Topik Tom DS
*Sangat tergantung dengan kejelasan nasib FBS, pembagian deviden, serta agenda persetujuan gadai asset termasuk anak usaha (apabila jadi).* ** ** *T.o.m * On 6/24/09, ben hur bhu...@gmail.com wrote: Pak Tom DS, apa bisa dishare mengenai pandangan anda bagaimana arah Bumi setelah RUPS tgl 26

Re: [ob] Watchout for traders and investors...

2009-06-24 Terurut Topik Tom DS
.. Regards -- *From:* obrolan-bandar@yahoogroups.com [mailto: obrolan-ban...@yahoogroups.com] *On Behalf Of *Tom DS *Sent:* Wednesday, June 24, 2009 11:33 PM *To:* obrolan-bandar@yahoogroups.com *Subject:* Re: [ob] Watchout for traders and investors... *Sangat

Re: [ob] Watchout for traders and investors...

2009-06-24 Terurut Topik Tom DS
hur bhu...@gmail.com Date: Wed, 24 Jun 2009 15:01:16 To: obrolan-bandar@yahoogroups.com Subject: Re: [ob] Watchout for traders and investors... Pak Tom DS, apa bisa dishare mengenai pandangan anda bagaimana arah Bumi setelah RUPS tgl 26 besok ? thanks On Tue, Jun 23, 2009 at 8:23 AM, Tom

[ob] Re: Watchout for traders and investors...

2009-06-23 Terurut Topik Tom DS
= 4.77M, market consensus is 4.8M (last month 4.68M). - US Housing Price Index will be released today = -0.1%, market consensus is -0.3% (last month -1.1%). * *Do you dare to take the risk as well as good opportunity for bottom fishing today? =)* * * ** *T.o.m* On Tue, Jun 23, 2009 at 8:23 AM, Tom

[ob] Watchout for traders and investors...

2009-06-22 Terurut Topik Tom DS
*Watchout for traders and investors...* ** ** *- Germany Manufacturing Purchasing Managers Index (PMI) will be released today, market consensus is 40.9 (last month 39.6).* *- Germany Purchasing Managers Index services will be released today, market consensus is 46.0 (last month 45.2).* *- US

Re: [ob] Bumi Investors Say: ‘No Probe ? No Problem’ - APA GUE BILANG! INDO UDAH R USAK! INVESTOR LUAR LARI SEMUA

2009-06-21 Terurut Topik Tom DS
*Komporisasi dari Pak t_bumi terdeteksi... =)* ** ** *T.o.m* On 6/21/09, t_bumi t_b...@yahoo.co.id wrote: --- In obrolan-bandar@yahoogroups.com, agung aja agung.ke...@... wrote: gabung KIPS aja biar kenal Pak Rully dan tau apa yang dibahas di dalam KIPS Sip : tbumi Suhu politik

[ob] Sell on strength today and on monday...

2009-06-19 Terurut Topik Tom DS
*Sell on strength today and on monday... * ** *While be prepare and anticipate for the worst on :* *- UK nationwide housing price if drop below 11%, the effect will be on tuesday* *- German June business sentiment index if lower than 85 and IFO business expectation if lower than 86, the effect

Re: [ob] Pengumuman MAPPI

2009-06-16 Terurut Topik Tom DS
*As expected sir...* ** ** *T.o.m* On 6/16/09, hexam...@yahoo.com hexam...@yahoo.com wrote: All, Apakah hasil MAPPI sdh diumumkan? Hasilnya apa y? Thx.. -Hexa- Sent from my BlackBerry® smartphone from Sinyal Bagus XL, Nyambung Teruuusss...! + + +

Re: [ob] KEMAHALAN!!!!!!!!!!!!

2009-06-16 Terurut Topik Tom DS
*Sangat sesuai ekspektasi pak* ** ** *T.o.m* On 6/16/09, Ruz7 indeksbei3...@gmail.com wrote: Mohon di MAAPI saja Pak TBUMI Optimis sajalah :) Powered By FREN BondBerry. (Bayar Pake Daun). Indeksbei3000® -Original Message-

Re: [ob] Kenapa hasil Mappi ditunda terus ?????

2009-06-14 Terurut Topik Tom DS
*BUMI sengaja dijaga agak tinggi di 2150-2275.. * *Market avg buying price BUMI sejak awal 2009 sekitar 2000, sementara saat ini sebenarnya hasil MAPPI sangat tertutup, tidak seperti berita-berita sebelumnya yg mudah didapatkan bocorannya. Market (or should we say most of it was BD) menjaga di

Re: [ob] Re: Saham Gorengan

2009-06-14 Terurut Topik Tom DS
*Hahahahaha* ** ** *T.o.m* On 6/14/09, t_bumi t_b...@yahoo.co.id wrote: --- In obrolan-bandar@yahoogroups.com obrolan-bandar%40yahoogroups.com, [ M S ] mimpi.sa...@... wrote: Menurut stastik yang mana nih? Sekarang bayak lembaga survey yang hasilnya beda² loh ...hehehe.

Re: [ob] Re: Nyangkuters

2009-06-13 Terurut Topik Tom DS
*You're dreaming* ** ** *T.o.m* On 6/13/09, **bLi-iNdRa** gusin...@rocketmail.com wrote: Elsa ada brita nie, pertamina berencana menjual semua sahamnya di elsa. Best Regards **bLi iNdRa** Powered by my CPBerry® -- *From*: anru.s...@gmail.com *Date*:

Re: [ob] QUIZ Bandarmologi sector BANK

2009-06-13 Terurut Topik Tom DS
*1. Buang habis BDMN+BMRI* *2. Ambil BBRI saat market panic karena banking sector kompak merah* *3. Ambil BBCA* *4. Tunggu announcement May inflation BI rate cut early June* ** ** *T.o.m* On 6/13/09, jsx_consultant jsx-consult...@centrin.net.id wrote: QUIZ Bandarmologi sector BANK Week

Re: [ob] Re: WOW....

2009-06-10 Terurut Topik Tom DS
angka wajar tersebut darimana pak. Rgds. b...@lowriskberry -- *From*: Tom DS *Date*: Wed, 10 Jun 2009 08:26:55 +0700 *To*: obrolan-bandar@yahoogroups.com *Subject*: Re: [ob] Re: WOW *Dari laporan keuangan Q1 2009 yang baru diumumkan 2 minggu lalu

Re: [ob] BMTR MNCN

2009-06-10 Terurut Topik Tom DS
*Hahaha... 900??? Tinggi sekali?* *Tergantung bagaimana profil keuangan di Q2 dan Q3 dulu Pak.. * *Target saya 280-310 memang target sangat pesimis, hanya sama dengan BV nya. Waktu itu bikin targetnya kan masih awal april, massive capital inflow seperti kondisi BEI selama April sampai hari ini

Re: [ob] Re: WOW....

2009-06-10 Terurut Topik Tom DS
. Bisnisnya gak ada yg signifikan. Apa hasil nya u bnbr. Terima kasih pak Hans Sent from my BlackBerry® smartphone from Sinyal Bagus XL, Nyambung Teruuusss...! -- *From*: Tom DS *Date*: Wed, 10 Jun 2009 13:41:36 +0700 *To*: obrolan-bandar@yahoogroups.com

Re: [ob] Penilaian transaksi BUMI besok diumumkan

2009-06-09 Terurut Topik Tom DS
*Sudah priced-in pada kondisi transaksi tidak material. Namun untuk short-term (less than 1 yr) sebenarnya tidak terlalu berpengaruh terhadap equity fair value BUMI apakah transaksi dinyatakan material ataupun tidak. Kalau dilihat long-term (at least sampai end of 2012), dengan dinyatakan

Re: [ob] BMTR MNCN

2009-06-09 Terurut Topik Tom DS
*Does it inline with my target price of MNCN at 280-310 before end of year 2009?* *Or was it too low??? =)* ** ** *T.o.m* On Wed, Jun 10, 2009 at 5:15 AM, tsunamizawa tsunamiz...@yahoo.com wrote: hajarlagi windres

Re: [ob] Re: WOW....

2009-06-09 Terurut Topik Tom DS
*Dari laporan keuangan Q1 2009 yang baru diumumkan 2 minggu lalu sangat positif karena meski net income turun terhadap Q1 2008, namun penurunan tsb dikarenakan pencadangan kerugian yang cukup besar. Artinya apabila Q2-Q4 aman-aman saja (asumsi operating profit BUMI, sebagai salah satu kontributor

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