Re: [ob] ANTM INFO PLS
Selasa, 11/08/2009 14:05 WIB Eksekusi Divestasi 14% Saham Newmont Diumumkan Hari Ini Nurseffi Dwi WahyuniAngga Aliya ZRF - detikFinance Tambang Batu Hijau Newmont (dok detikcom) Jakarta - Pemerintah akan melangsungkan rapat bersama PT Aneka Tambang Tbk (ANTM) membahas pembelian sebagian saham hasil divestasi PT Newmont Nusa Tenggara siang ini. Menurut Menteri Negara BUMN Sofyan Djalil, jika rapat tersebut membuahkan hasil maka akan langsung diumumkan mengenai siapa yang akan mengeksekusi saham tersebut hari ini juga. Kita akan rapat dulu dengan pemerintah dan Antam. Nanti diumumkan, hari ini mudah-mudahan, ujarnya di kantor kementerian BUMN, Jalan Medan Merdeka Selatan, Jakarta, Selasa (11/8/2009). Namun sayangnya, ia merahasiakan lokasi tempat berlangsungnya rapat tersebut. Ketika ditanya mengenai hal tersebut, ia hanya menjawab, ada deh, katanya. Sebelumnya, ia mengatakan, Antam akan memimpin konsorsium yang melibatkan Pusat Investasi Pemerintah (PIP). Hal itu juga akan dibahas dalam rapat bersama tersebut. Pemerintah siap untuk mengeksekusi divestasi 14% saham Newmont jatah 2008 dan 2009. Sebelumnya pemerintah dan Newmont sudah menyepakati nilai 100 persen aset NNT sebesar US$ 3,526 miliar. Dengan nilai aset sebesar itu, maka nilai 14 persen saham divestasi untuk 2008 dan 2009 adalah sebesar US$ 493,64 juta. Sementara Dirut Antam, Alwinsyah Loebis mengatakan, pihaknya masih menunggu keputusan pemerintah soal 14 persen saham Newmont. Antam saat ini masih menunggu keputusan pemerintah, ujarnya saat dihubungi, Selasa (11/8/2009). Alwin mengaku siap jika pihaknya ditunjuk menjadi pemimpin dari konsorsium yang akan membeli 14 persen saham Newmont. Apalagi sejak dulu, perseroan memang sudah berminat untuk mengakusisi tambang milik Newmont. Namanya untuk kepentingan nasional kalau yang namanya BUMN harus siap. Tapi kalaupun kita ditunjuk, kita tetap harus melakukan due diligence dulu, kata Alwin. (ang/qom) --- On Tue, 8/11/09, Fero Lim tukanginv...@yahoo.com wrote: From: Fero Lim tukanginv...@yahoo.com Subject: [ob] ANTM INFO PLS To: obrolan-bandar@yahoogroups.com Date: Tuesday, August 11, 2009, 3:48 AM ada apa dengan antm
Re: [ob] Mbah- saham BG
Bozz lagi pada bikin retail frustasi, terus cutloss barusan di naikkin kali ya ujian kesabaran kali he2x --- On Fri, 6/5/09, Bupunsu Bupunsu bupuns...@yahoo.com wrote: From: Bupunsu Bupunsu bupuns...@yahoo.com Subject: [ob] Mbah- saham BG To: obrolan-bandar@yahoogroups.com Date: Friday, June 5, 2009, 12:13 AM Mbah Yth, Apa yg sedang terjadi pd saham BG secara bandarmology? Apa sekarang BD lg distribusi selagi asing masuk? atau lagi re-akumulasi lagi? Lagi bingung ni. Tolong di Review ya Mbah. Thx banget ya Mbah.
Re: [obrolan-bandar] Harga Saham IPO Indika Ditawarkan Rp 2.300-2.950
Untuk mengetahui lebih banyak group ini bisa buka di websitenya: http://indikaenergy.com/ Mas Soemringah [EMAIL PROTECTED] wrote: Benar sekali sdr Arpand, salah satu anggota group ini juga telah membangun apartemen capital residence di daerah SCBD. Disamping itu juga telah mengembangkan bisnis kelapa sawit yang telah memasuki tahun ke 4. nampaknya Indika + Tripata + Tunas Bakti Manunggal mulai merayap dan akan menjadi konglomerasi baru. Pada beberapa kesempatan saya bertatap muka dengan Para Petinggi Indika Energy, saya melihat keseriusan meraka untuk mengembangkan group usaha ini. Saya suka group ini karena dipimpin oleh Eksekutif Muda yg energik, berwawasan luas serta berkomitmen tinggi, dan saat ini merupakan generasi keduanya. Ada kabar bahwa Indika Energy juga telah mengontak Mantan Dirut Newmount, Mr, Richard Ness, untuk menggarap proyek2 akusisi tambang batu bara. Memang target mereka utk IPO ini adalah mayoritas asing, dan kalau melihat prestasi mereka dalam penerbitan bonds yang sempat oversubcribe, maka saya melihat pihak asing tidak ragu untuk menginvestasikan dana mereka di group ini. Terlebih lagi pengalaman dan hubungan dengan pihak asing yg telah dijalin oleh Tripatra, sangat menentukan dalam roadshow ke luar neger yang akan mereka lakukan. Yang jelas kalau dibaca prospektusnya, tujuan mereka IPO bukan semata-mata untuk menarik dana dari investor terus diem, banyak aksi korporasi-korporasi yang akan dilakukan setelah IPO tsb. Memang harga penawaran terlalu tinggi, oleh karenanya mohon pencerahan dari para pakar di milis ob, berapa harga yg proper utk IPO Indika Energy. Salam 2008/5/9 Arpand [EMAIL PROTECTED]: Setau saya, Salah satu benderanya yang di luar negri sudah terbitkan bonds valas gede dengan underlying bisnis batubara dan oil and gasnya. Kelompok ini juga develop salah satu apartemen di SCBD, dan baru buka kebun sawit di Kalimantan, lahan cukup gede, tapi baru tanam sedikit, tanahnya joinan dengan mantu-besan yang orang HPH gede di sana. On 5/8/08, Ajo Ramon [EMAIL PROTECTED] wrote: i tend to agree with you Pak James. EPS 2007 sekitar 80 perak, energy cost sekitar $20-22/ton (kalo BBM naik yah makin hancur lagi), ASP 2008 msh terikat longhaul di $40-50 dan buat 2009 estimate bisa increase ke $60-70.IPO di 2300-2950??...hmmm...and the worst thing is the man behind the gun nyayang beli saham CTRP waktu IPO pasti enek liat si...emisi ini... - Original Message From: James Arifin [EMAIL PROTECTED] To: obrolan-bandar@yahoogroups.com Sent: Thursday, May 8, 2008 7:31:12 PM Subject: Re: [obrolan-bandar] Harga Saham IPO Indika Ditawarkan Rp 2.300-2.950 apa nggak salah tuh pricing expektasinya ... mesti ada berlian di sini kalau minta ditawarkan dengan harga segitu ... for me their price is too much ... paling jatuh begitu listing On 5/8/08, Saham Oke [EMAIL PROTECTED] com wrote: Jakarta - Harga saham IPO, PT Indika Energy Tbk ditawarkan dikisaran Rp 2.300 - Rp 2.950 per saham dengan nilai nominal Rp 100. Jumlah saham yang dilepas 937,284 juta saham atau 18% yang akan dicatatkan di Bursa Efek Indonesia 18 Juni 2008. Jumlah saham yang dilepas itu terdiri dari saham baru 833,142 juta dan saham divestasi dari pemegang saham 104,402 juta dengan nilai nominal Rp 100. Demikian paparan publik manajemen Indika di Hotel Ritz Carlton, kawasan SCBD, Jakarta, Kamis (8/5/2008). Indika menunjuk tiga penjamin emisi yakni PT Danareksa Sekuritas, PT Indo Premier Securities, dan PT Mandiri Sekuritas. Masa penawaran rencananya akan dilakukan pada 10-12 Juni dan pernyataan efektif dari Bapepam LK diharapkan keluar 6 Juni 2008. Dana hasil IPO rencananya akan digunakan untuk belanja modal dan pengembangan usaha energi 15%, pengembangan usaha daya energi termasuk akuisisi batubara 56,6 dan rencana pengembangan di bidang energi 28,2%. Indika per 31 Desember 2007 mencatat pendapatan Rp 2,337 triliun dan laba bersih Rp 265 miliar. Setelah IPO pemegang saham Indika adalah, PT Indika Mitra Energi 57,4%, PT Tunas Bhakti Manunggal 17,32%, Pandri Prabono-Moelyo 4,32%, Eddy Junaedy Danu 1,48%, Wadyono Suliantoro Wirjomihardjo 1,48%, dan publik 18%. Investasi strategis Indika antara lain, PT Kideco Jaya Agung di sektor batubara, Tripatra di sektor rekayasa teknik, pengadaan dan konstruksi serta proyek pembangkit listrik PT Cirebon Electric Power. ( ir / qom ) sumber: http://www.detikfin ance.com/ index.php/ detik.read/ tahun/2008/ bulan/05/ tgl/08/time/ 115827/idnews/ 935984/idkanal/ 6 _ _ _ _ _ _ Be a better friend, newshound, and know-it-all with Yahoo! Mobile. Try it now. http://mobile. yahoo.com/ ;_ylt=Ahu06i62sR 8HDtDypao8Wcj9tA cJ - Be a better friend, newshound, and know-it-all with Yahoo! Mobile. Try it now.
Re: [obrolan-bandar] INDEX MOVER and it's IMPLICATION+ Kerjain TBUMI .....Re: bei
Jangan di paste value dong Kang! biar bisa belajar hitung2an valuasinya Kang Ocoy! thanks for your heart! Bagus Perdana [EMAIL PROTECTED] wrote:sori jd d attached krn kalo ditampilin di msg kepotong KAGA ADA REKOMENDASINYA LOH, itu range atas-bawah ada di sensitivity silahkan diinterpretasikan sendiri ajah. POKONYA DISCLAIMER LAH LAH LAH LAH... ^_^ jsx_consultant [EMAIL PROTECTED] wrote: --- In obrolan-bandar@yahoogroups.com, XXX [EMAIL PROTECTED] wrote: Menurut saya scenarionya belum tentu begitu Mbah. Bozz jg tahu kalau mata semua retailer tertuju pada BUMI karena Kapitalisasinya besar, dan sensitif sebagai penggerak IHSG. Bagi BOZZ, IHSG mau merah atau hijau sekarang enggak penting. Yang penting dia harus bisa akumulasi saham-2 favorit lainnya yg meski diborong, nggk akan terlalu banyak menggerakkan IHSG. Dengan begitu, si BOZZ bisa selalu dapat harga murah. SAMA PERSIS DENGAN PEMIKIRAN EMBAH. itulah gunanya BD punya INDEX MOVER yg harus dibayar mahal ... Ini sama dengan mendapatkan CONTROLLING MAJORITY dalam menguasai sesuatu perusahaan. CONTROLING item ini harus dibayar mahal karena bisa mengendalikan IHSG untuk macam macam tujuan SEPERTI yang anda tulis... You make most of your money in a bear market, you just don't realize it at the time, because you're able to buy good bussiness at cheap prices. And although it doesn't feel good because of the uncertainty, this is when the opportunities are best. - Be a better friend, newshound, and know-it-all with Yahoo! Mobile. Try it now. You make most of your money in a bear market, you just don't realize it at the time, because you're able to buy good bussiness at cheap prices. And although it doesn't feel good because of the uncertainty, this is when the opportunities are best. - Be a better friend, newshound, and know-it-all with Yahoo! Mobile. Try it now. - Be a better friend, newshound, and know-it-all with Yahoo! Mobile. Try it now.
Re: [obrolan-bandar] INDEX MOVER and it's IMPLICATION+ Kerjain TBUMI .....Re: bei
Jangan di paste value dong Kang! biar bisa belajar hitung2an valuasinya Kang Ocoy! thanks for your heart! Bagus Perdana [EMAIL PROTECTED] wrote:sori jd d attached krn kalo ditampilin di msg kepotong KAGA ADA REKOMENDASINYA LOH, itu range atas-bawah ada di sensitivity silahkan diinterpretasikan sendiri ajah. POKONYA DISCLAIMER LAH LAH LAH LAH... ^_^ jsx_consultant [EMAIL PROTECTED] wrote: --- In obrolan-bandar@yahoogroups.com, XXX [EMAIL PROTECTED] wrote: Menurut saya scenarionya belum tentu begitu Mbah. Bozz jg tahu kalau mata semua retailer tertuju pada BUMI karena Kapitalisasinya besar, dan sensitif sebagai penggerak IHSG. Bagi BOZZ, IHSG mau merah atau hijau sekarang enggak penting. Yang penting dia harus bisa akumulasi saham-2 favorit lainnya yg meski diborong, nggk akan terlalu banyak menggerakkan IHSG. Dengan begitu, si BOZZ bisa selalu dapat harga murah. SAMA PERSIS DENGAN PEMIKIRAN EMBAH. itulah gunanya BD punya INDEX MOVER yg harus dibayar mahal ... Ini sama dengan mendapatkan CONTROLLING MAJORITY dalam menguasai sesuatu perusahaan. CONTROLING item ini harus dibayar mahal karena bisa mengendalikan IHSG untuk macam macam tujuan SEPERTI yang anda tulis... You make most of your money in a bear market, you just don't realize it at the time, because you're able to buy good bussiness at cheap prices. And although it doesn't feel good because of the uncertainty, this is when the opportunities are best. - Be a better friend, newshound, and know-it-all with Yahoo! Mobile. Try it now. You make most of your money in a bear market, you just don't realize it at the time, because you're able to buy good bussiness at cheap prices. And although it doesn't feel good because of the uncertainty, this is when the opportunities are best. - Be a better friend, newshound, and know-it-all with Yahoo! Mobile. Try it now. - Be a better friend, newshound, and know-it-all with Yahoo! Mobile. Try it now.
Re: [obrolan-bandar] New file uploaded to obrolan-bandar
Dear Kang Ocoy; Nuwun pisan untuk upload-annya yah...kami tunggu yah untuk valuasi yang intermediate, advanced sampe yang advance banget yah... thanks you Kang :_) God bless akang untuk segala kebaikannya peace wondo :_)) obrolan-bandar@yahoogroups.com wrote: Hello, This email message is a notification to let you know that a file has been uploaded to the Files area of the obrolan-bandar group. File : /BasicStockValuation.xls Uploaded by : kang_ocoy_maen_saham [EMAIL PROTECTED] Description : Basic Stock Valuation You can access this file at the URL: http://groups.yahoo.com/group/obrolan-bandar/files/BasicStockValuation.xls To learn more about file sharing for your group, please visit: http://help.yahoo.com/help/us/groups/files Regards, kang_ocoy_maen_saham [EMAIL PROTECTED] - Never miss a thing. Make Yahoo your homepage.
Re: [obrolan-bandar] Re: Bahan Belajar Valuasi dr Oom Damodaran
Dear Kang Ocoy; terimakasih banget untuk setiap pembelajaran dari akang mengenai value invensting ini. Jika akang berkenan bolehkah akang mengirimkan kepada kami perhitungan akang dalam file Excel yang pernah akang buat sebagai bahan pembelajaran bagi kami mengenai value investing ini. terimakasih ya akang...maafkan saya jika ini tidak berkenan di hati akang peace wondo :_) kang_ocoy_maen_saham [EMAIL PROTECTED] wrote: 1. kalo yg pribadi, rada banyak jg sih.. ocoy punya yg dimanage sendiri tapi itu sistemnya beli di value.. diemin bertahun2... banyak jg, belinya dibawah, sudah bertahun2 yg lalu.. kebanyakan exposurenya energi dan komoditi... itu sistemnya buy and hold.., eksposurenya lebih ke value... ada jg yg gabungan bareng temen2... benchmarkingnya JSX dan evaluasinya 6bulanan, tp yg manage bukan ocoy.. ada temen lg yg jd FMnya.. ini sih sistemnya aktif-defensif tergantung situasional aja... keluar-masuk sering tapi basisnya fundamental, sistem pengelolaannya mirip seperti strategi mesin 4 silinder yg ocoy kmaren kasihtau... eksposure nya condong ke growth.. disini ocoy ga pegang keputusan investasi sih, cuman rekomen dan back-up analisa aja.. pickingnya sih sampe laporan terakhir ya ga jauh beda sama reksadana2 equity cuman eksposure pro minyaknya lagi dioverweight.. nah kalo di institusi tempat ocoy nyari nafkah, sistemnya pasif agresif alias index-enhanced, soalnya buat keluar masuk rada2 berat... ada jg sih portfolio terpisah yg maen buy-hold tp jumlahnya belum signifikan karena masih tarap blueprint en masih sambil kutak-kutik format ideal strategi picking dan ngeback test teori2 yg mo dipake.. tp overall secara pribadi ocoy ini ngerasanya sreg en affinitynya di value, meski bukan yg strict2 banget.. rada moderat lah masih suka maen di growth juga... 2. sehari2 ya stick to fundamental dan valuasi sih, ocoy pake logika mr market, market tawar mahal kita jual, market mo kasih murah kita beli.. trus ocoy ga terlalu ngoyo kalo masuk.. nunggu2 kesempatan terus, tp sekalinya masuk biasanya gede sekaligus, tergantung margin of safetynya, makin gede margin safetynya makin gede ocoy masuk.. mirip seperti istilahnya buffetlah, batting for perfect ball, without calling a strike.. jadi nunggu perfect ball aja.. cuman perkembangannya skrg mulai suka aktif jg, sambil belajar pelan2 dr milis, dan formulasiin strategi mesin 4 silinder itu.. tiap ada peluang yg bisa dijustifikasi oleh valuasi, biasanya ocoy masuk.. kalo masalah jualan biasanya setiap udah aga premium dr valuasi ocoy bisa pertimbangin jual, hanya kalo manajemennya bagus even valuasinya tinggi kadang2 masih worth to hold.. nyangkut bukannya ga pernah sih, hanya biasanya ocoy beli di bawah value jd kalopun nyangkut ya tenang2 aja wong prinsipnya value is what u get, price is what u pay.. ya kalo kadang2 nyangkut sih asal fundamental dan valuasinya bagus ya perpanjang time horizon aja, ato baca stocks for the long run malemnya kalo kepikiran loss.. hihihihi... 3. itu tadi, saya msh belajar, kadang kalo jual murni valuasi juga kadang2 bingung coz harganya bisa naek terus lagi.. ya ini sih tergantung preferensi aja.. kalo kebetulan udah mahal tp manajemennya bagus dan masih punya katalis ya kadang2 ga dijual dulu.., kecuali pada saat yg bersamaan nemu opportunity value laen dan kebetulan lg ga ada cash jd terpaksa take profit di satu saham buat switch ke saham laen.. --- In obrolan-bandar@yahoogroups.com, Coba Coba [EMAIL PROTECTED] wrote: Kang Ocoy, tengkyu berat atas upload ebook-nya. Izinkan saya mengajukan beberapa pertanyaan. Walaupun mungkin terkesan terlampau pribadi, tak ada maksud lain kecuali ingin belajar. 1. Boleh tahu enggak, sebagai fundamentalis Akang inves pada berapa saham saat ini? 2. Terus apa yang Akang lakukan sehari-hari dalam invesment. Tetap setia pada saham-saham pilihan Akang atau kadang-kadang keder juga melihat pergerakan harga seperti hari ini? Atau tenang-tenang saja karena saham Akang enggak ada yang nyangkut, ya? 3. Kalau Akang melihat harga salah satu portofolio sudah kemahalan, apakah Akang akan take profit? Ataukah Akang akan membiarkannya saja karena toh horizon investasi Akang memang jangka panjang. Matur Nuwun, Kang - Be a better sports nut! Let your teams follow you with Yahoo Mobile. Try it now.
Re: [obrolan-bandar] Re: Bahan Belajar Valuasi dr Oom Damodaran
Dear Kang Ocoy; terima kasih banyak yah akang untuk kemurahan ilmu dan hatinya. Aku tunggu upload-an yah... peace wondo :_) y_maen_saham [EMAIL PROTECTED] wrote: tambahan, kunci value investing bukan di metode valuasinya.. tp di rebalance asset sama earning power nya... nah merebalancenya ini yg susah dan ga gitu gampang diajarin.. --- In obrolan-bandar@yahoogroups.com, kang_ocoy_maen_saham [EMAIL PROTECTED] wrote: Simple Value Investing ga perlu pake excel pak.. mudah sekali soalnya... saya pake excel buat DCF atau discounted cashflow... nanti mungkin saya upload ke files ini yg versi rada gampangnya... tp semua worksheet tetep butuh data laporan keuangan dari perusahaan yg bersangkutan, minimal setahun/dua tahun kebelakang, baru tambahannya forecast laporan keuangan versi kita selama bbrp tahun depan.. jd worksheet excel valuasi ga bisa berdiri sendiri.. harus ada laporan keuangannya juga buat bahan input-annya... tapi kalo buat latihan mah liat aja di homepagenya Damodaran... worksheet excel saya dasarnya jg dr situ... ato nanti mungkin saya upload sepaket worksheet dasar valuasi dan contoh forecast laporan keuangan ke depan.. meski sebenernya kalo mo ga capek2 bikin forecast laporan keuangan sendiri ya bisa pake angka forecastnya brokerage2.., tinggal entar pas bikin valuasi aja metodenya diganti pake preferensi kita sendiri, discount factornya juga, tingkat growthnya juga, ato sekalian sama balance sheetnya en incomenya diganti jg/ direstate... --- In obrolan-bandar@yahoogroups.com, wondo aja wondo_aja2@ wrote: Dear Kang Ocoy; terimakasih banget untuk setiap pembelajaran dari akang mengenai value invensting ini. Jika akang berkenan bolehkah akang mengirimkan kepada kami perhitungan akang dalam file Excel yang pernah akang buat sebagai bahan pembelajaran bagi kami mengenai value investing ini. terimakasih ya akang...maafkan saya jika ini tidak berkenan di hati akang peace wondo :_) kang_ocoy_maen_saham kang_ocoy_maen_saham@ wrote: 1. kalo yg pribadi, rada banyak jg sih.. ocoy punya yg dimanage sendiri tapi itu sistemnya beli di value.. diemin bertahun2... banyak jg, belinya dibawah, sudah bertahun2 yg lalu.. kebanyakan exposurenya energi dan komoditi... itu sistemnya buy and hold.., eksposurenya lebih ke value... ada jg yg gabungan bareng temen2... benchmarkingnya JSX dan evaluasinya 6bulanan, tp yg manage bukan ocoy.. ada temen lg yg jd FMnya.. ini sih sistemnya aktif-defensif tergantung situasional aja... keluar-masuk sering tapi basisnya fundamental, sistem pengelolaannya mirip seperti strategi mesin 4 silinder yg ocoy kmaren kasihtau... eksposure nya condong ke growth.. disini ocoy ga pegang keputusan investasi sih, cuman rekomen dan back-up analisa aja.. pickingnya sih sampe laporan terakhir ya ga jauh beda sama reksadana2 equity cuman eksposure pro minyaknya lagi dioverweight.. nah kalo di institusi tempat ocoy nyari nafkah, sistemnya pasif agresif alias index-enhanced, soalnya buat keluar masuk rada2 berat... ada jg sih portfolio terpisah yg maen buy-hold tp jumlahnya belum signifikan karena masih tarap blueprint en masih sambil kutak-kutik format ideal strategi picking dan ngeback test teori2 yg mo dipake.. tp overall secara pribadi ocoy ini ngerasanya sreg en affinitynya di value, meski bukan yg strict2 banget.. rada moderat lah masih suka maen di growth juga... 2. sehari2 ya stick to fundamental dan valuasi sih, ocoy pake logika mr market, market tawar mahal kita jual, market mo kasih murah kita beli.. trus ocoy ga terlalu ngoyo kalo masuk.. nunggu2 kesempatan terus, tp sekalinya masuk biasanya gede sekaligus, tergantung margin of safetynya, makin gede margin safetynya makin gede ocoy masuk.. mirip seperti istilahnya buffetlah, batting for perfect ball, without calling a strike.. jadi nunggu perfect ball aja.. cuman perkembangannya skrg mulai suka aktif jg, sambil belajar pelan2 dr milis, dan formulasiin strategi mesin 4 silinder itu.. tiap ada peluang yg bisa dijustifikasi oleh valuasi, biasanya ocoy masuk.. kalo masalah jualan biasanya setiap udah aga premium dr valuasi ocoy bisa pertimbangin jual, hanya kalo manajemennya bagus even valuasinya tinggi kadang2 masih worth to hold.. nyangkut bukannya ga pernah sih, hanya biasanya ocoy beli di bawah value jd kalopun nyangkut ya tenang2 aja wong prinsipnya value is what u get, price is what u pay.. ya kalo kadang2 nyangkut sih asal fundamental dan valuasinya bagus ya perpanjang time horizon aja, ato baca stocks for the long run malemnya kalo kepikiran loss.. hihihihi... 3. itu tadi, saya msh belajar, kadang kalo jual murni valuasi juga kadang2 bingung coz harganya bisa naek terus lagi.. ya ini sih tergantung preferensi aja.. kalo kebetulan udah mahal tp manajemennya bagus dan masih punya katalis ya kadang2 ga dijual dulu
Re: [obrolan-bandar] BMTR buat besaok..... (to P. BUSUR)
Sodaranya BHIT kayaknya siap terbang juga tuh :_) peace wondo :_) Investor Bonex [EMAIL PROTECTED] wrote: P. BUSUR, sekedar mengingatkan, BMTR siap2 masuk keranjang P. BUSUR, setelah konsolidasi 1 bulanan, DOI ingin menggapai langit Salam, - TV dinner still cooling? Check out Tonight's Picks on Yahoo! TV. - We won't tell. Get more on shows you hate to love (and love to hate): Yahoo! TV's Guilty Pleasures list.
Re: [obrolan-bandar] PGAS juga kena denda COPI?
I think CBM (Coalbed Metahne) is their solution. CBM has the huge number of reserve in Indonesia paralelly with coal reserve Cubit Aja [EMAIL PROTECTED] wrote: Point pak arifin benar, setelah reserve didaerah yg telah terinfrastruktur oleh PGAS habis otomatis infrastrukturnya jadi tidak ada nilainya (virtually), kecuali bila PGAS mampu mendapatkan supply baru yg tidak jauh dari infrastruktur yg telah dia bangun. Kalau reserve baru terdapat di daerah lain (sulawesi, kalimantan, irian, NTT misalnya) maka mereka harus membangun infrastruktur yg baru yg notabene akan memakan biaya yg besar dan infrastruktur yg ada hanya akan menjadi beban. Masalahnya adakah kemampuan dari management PGAS untuk menjalankan bisnis yg berkesinambungan di masa depan, perlunya inovasi bisnis sangat krusial disini. cubit - Original Message - From: James Arifin To: obrolan-bandar@yahoogroups.com Sent: Friday, January 19, 2007 8:05 AM Subject: Re: [obrolan-bandar] PGAS juga kena denda COPI? you lose the point, nice to discuss but you can not see my point in AAF and PIM case On 1/19/07, Frederick Schubert [EMAIL PROTECTED] wrote: ooops.you've got it wrong. Netither AAF nor PIM are client of PGAS...they were EXXON's care to see the details..? please read through all stories bout them the moral, however, within 20 years (in a very worst scenario..) you still can get so many investment to choose... James Arifin [EMAIL PROTECTED] wrote: Considering your statement, then AAF, PIM should not be closed as Indonesia had plenty reserves. Reserves is one thing but there is other thing that is more important, where? On 1/17/07, Frederick Schubert [EMAIL PROTECTED] wrote: hehehe. Indonesia's gas reserves should last 30 years in averagewhile monetizing rate for it now only less than 17%...compared to TIN reserves which will be vanished in 2 or three years, or oil which will be emptied in 10 years...this RESOURCES (PGAS) company still has a brighter outlook... It is a gas distributor, but is is the monopoly holder... The problem now is how the company can cope with the confidence or trust problems from market participants, soon it is settled, there should be no overhang anymore... valuationI would love or more than happy to buy PGAS at any level below IDR8,000Target price..? in bullish scenario, where everything is going on smoothly, including the political will of the government, PGAS still has a big chance to hit IDR17,000 in 12-month based on GGM, but on normal scenario..its fair value should be at around IDR10,000. disclaimer on... cheers Halim Mintareja [EMAIL PROTECTED] wrote: gas untuk SSWJ masih panjang pak.. 17 tahun dan 20 tahun... makanya valuasi bisa mahal seperti itu.. Rata-rata kontrak PGAS seumur pipanya. cuman itu yang saya bisa konfirmasi On 1/17/07, James Arifin [EMAIL PROTECTED] wrote: Sekedar koreksi, bukan diterminate pak tapi kontrak expire. Selain itu PGAS harus mulai mikir dari mana dia bisa cari pengganti gas diproduksi sekarang terutama yang dari Sumatera. Kalau nggak business-nya nggak sustainable seperti ketika tahun 2005 mereka kekurangan supply gas dari Kangean yang mengakibatkan mereka pusing tujuh keliling karena banyak demand tapi nggak ada supply On 1/17/07, Fadel Akbar [EMAIL PROTECTED] wrote: Perusahaan yang baik berdasarkan analisa fundamental adalah perusahaan yang memiliki going concern (sustainable growth). Kalau kayak PGAS yang akan di-terminate misalkan kata Mr. James 20 tahun lagi atau pasokan gas nya aja gak jelas karena berbagai kasus yang terjadi di Indonesia sehingga terganggu going concern-nya maka mengindikasikan harus hati2 buat yang megang PGAS. Perusahaan di Amerika (walau kita ceritanya di Indonesia nh) butuh inovasi ataupun akuisisi dan merger untuk going concern sehingga meningkatkan nilainya. Dan sepertinya hal ini gak mungkin akan kejadian di PGAS yang regulasinya aja njelimet. (PGAS gak mungkin akuisisi perusahaan minyak dan gas apalagi Pertamina wong dulu Pertamina induknya bukan? Tapi bisa aja terjadi kasus seperti itu ketika salah satu BUMN yang kecil mengakuisisi yang besar pada tahun 95an. Nb: ada yang ingat gak?kalo ingat tak kasih permen..hehehe) Kenaikan harga PGAS menurut saya terdorong oleh karena akan adanya divestasi susulan. Pegang atau Lepas? Investor or trader? Hidup adalah pilihan bukan? Seperti biasa.. Mohon maap kalo ada salah2 kate ye.. FA (Fundamental Analyst) --- Frederick Schubert [EMAIL PROTECTED] wrote: Too much love will kill you. Too many rumors will bankrupt you. James Arifin [EMAIL PROTECTED] wrote: Saya dapat rumour bahwa PGAS juga harus membayar denda ke COPI akibat keterlambatan pipa SSWJ tersebut. Ada yang bisa klarifikasi apakah rumour ini akurat? Regards, On
[obrolan-bandar] Michael Covel's Trend Following
Dear all; May this e-book useful for you, GBU yeah http://rapidshare.de/files/28470616/Michael_Covel_-_Trend_Following.pdf peace wondo :_) - Cheap Talk? Check out Yahoo! Messenger's low PC-to-Phone call rates.
[obrolan-bandar] A treasure of Stock Trading Books
Dear all; mungkin ada manfaatnya buat kita semua.peace wondo :_) Dear friend:I am giving below links for a huge collection of Stock trdaing Books for your downloading.http://rapidshare.de/files/22280662/Stock_Books_1.zip http://rapidshare.de/files/22281334/Stock_Books_2.zip http://rapidshare.de/files/22284057/Stock_books_4.zip http://rapidshare.de/files/22283628/Stock_Books_6.zip http://rapidshare.de/files/22285668/Stock_books_7.zip http://rapidshare.de/files/22285584/Stock_Books_9.zip http://rapidshare.de/files/22287295/Stock_books_11.zip http://rapidshare.de/files/22287493/stock_books_13.zip http://rapidshare.de/files/22299942/Stock_books_14.zip http://rapidshare.de/files/22299923/Stock_books_15.zip http://rapidshare.de/files/22300139/Stock_books_16.zip http://rapidshare.de/files/22299962/Stock_books_18.zip http://rapidshare.de/files/22965875/Stock_books_19.zip http://rapidshare.de/files/22967606/Stock_books_20.zip http://rapidshare.de/files/23041689/Stock_books_21.zip http://rapidshare.de/files/23043051/Stock_books_22.zip http://rapidshare.de/files/23040863/Stock_books_23.zip http://rapidshare.de/files/23040329/Stock_books_24.zip http://rapidshare.de/files/22966395/Stock_books_25.zip http://rapidshare.de/files/23043165/Stock_books_26.zip http://rapidshare.de/files/22967249/Stock_books_27.zip http://rapidshare.de/files/22966657/Stock_books_28.zip http://rapidshare.de/files/22964584/Stock_books_29.zip http://rapidshare.de/files/22966716/Stock_books_30.zip http://rapidshare.de/files/23054358/Stock_books_31.zip http://rapidshare.de/files/22965033/Stock_books_32.zip http://rapidshare.de/files/22966222/Stock_books_33.zip http://rapidshare.de/files/23040473/Stock_books_34.zip http://rapidshare.de/files/23041176/Stock_books_35.zip http://rapidshare.de/files/22966592/Stock_books_36.zip http://rapidshare.de/files/23040448/Stock_books_37.zip http://rapidshare.de/files/23042251/Stock_books_38.zip http://rapidshare.de/files/23044141/Stock_books_39.zip http://rapidshare.de/files/23056308/Stock_books_40.zip http://rapidshare.de/files/23044599/Stock_books_41.zip http://rapidshare.de/files/23044803/Stock_books_44.zip http://rapidshare.de/files/23047073/Stock_books_45.zip http://rapidshare.de/files/23046720/Stock_books_46.zip http://rapidshare.de/files/23046304/Stock_books_47.zip http://rapidshare.de/files/23047060/Stock_books_48.zip http://rapidshare.de/files/23048790/Stock_books_49.zip http://rapidshare.de/files/23054279/Stock_books_50.zip http://rapidshare.de/files/23049007/Stock_books_51.zip http://rapidshare.de/files/23051175/Stock_books_52.zip http://rapidshare.de/files/23051099/Stock_books_53.zip http://rapidshare.de/files/23051045/Stock_books_54.zip http://rapidshare.de/files/23052750/Stock_books_55.zip http://rapidshare.de/files/23050331/Stock_books_56.zip http://rapidshare.de/files/23052849/Stock_books_57.zip http://rapidshare.de/files/23059711/Stock_books_58.zip -- P K Kothari All-new Yahoo! Mail - Fire up a more powerful email and get things done faster. __._,_.___ SPONSORED LINKS Small business finance Business finance online Business finance training Business finance course Business finance schools Your email settings: Individual Email|Traditional Change settings via the Web (Yahoo! ID required) Change settings via email: Switch delivery to Daily Digest | Switch to Fully Featured Visit Your Group | Yahoo! Groups Terms of Use | Unsubscribe __,_._,___
[obrolan-bandar] A treasure of Stock Trading Books
Dear all; mungkin ada manfaatnya buat kita semua.peace wondo :_) Dear friend:I am giving below links for a huge collection of Stock trdaing Books for your downloading.http://rapidshare.de/files/22280662/Stock_Books_1.zip http://rapidshare.de/files/22281334/Stock_Books_2.zip http://rapidshare.de/files/22284057/Stock_books_4.zip http://rapidshare.de/files/22283628/Stock_Books_6.zip http://rapidshare.de/files/22285668/Stock_books_7.zip http://rapidshare.de/files/22285584/Stock_Books_9.zip http://rapidshare.de/files/22287295/Stock_books_11.zip http://rapidshare.de/files/22287493/stock_books_13.zip http://rapidshare.de/files/22299942/Stock_books_14.zip http://rapidshare.de/files/22299923/Stock_books_15.zip http://rapidshare.de/files/22300139/Stock_books_16.zip http://rapidshare.de/files/22299962/Stock_books_18.zip http://rapidshare.de/files/22965875/Stock_books_19.zip http://rapidshare.de/files/22967606/Stock_books_20.zip http://rapidshare.de/files/23041689/Stock_books_21.zip http://rapidshare.de/files/23043051/Stock_books_22.zip http://rapidshare.de/files/23040863/Stock_books_23.zip http://rapidshare.de/files/23040329/Stock_books_24.zip http://rapidshare.de/files/22966395/Stock_books_25.zip http://rapidshare.de/files/23043165/Stock_books_26.zip http://rapidshare.de/files/22967249/Stock_books_27.zip http://rapidshare.de/files/22966657/Stock_books_28.zip http://rapidshare.de/files/22964584/Stock_books_29.zip http://rapidshare.de/files/22966716/Stock_books_30.zip http://rapidshare.de/files/23054358/Stock_books_31.zip http://rapidshare.de/files/22965033/Stock_books_32.zip http://rapidshare.de/files/22966222/Stock_books_33.zip http://rapidshare.de/files/23040473/Stock_books_34.zip http://rapidshare.de/files/23041176/Stock_books_35.zip http://rapidshare.de/files/22966592/Stock_books_36.zip http://rapidshare.de/files/23040448/Stock_books_37.zip http://rapidshare.de/files/23042251/Stock_books_38.zip http://rapidshare.de/files/23044141/Stock_books_39.zip http://rapidshare.de/files/23056308/Stock_books_40.zip http://rapidshare.de/files/23044599/Stock_books_41.zip http://rapidshare.de/files/23044803/Stock_books_44.zip http://rapidshare.de/files/23047073/Stock_books_45.zip http://rapidshare.de/files/23046720/Stock_books_46.zip http://rapidshare.de/files/23046304/Stock_books_47.zip http://rapidshare.de/files/23047060/Stock_books_48.zip http://rapidshare.de/files/23048790/Stock_books_49.zip http://rapidshare.de/files/23054279/Stock_books_50.zip http://rapidshare.de/files/23049007/Stock_books_51.zip http://rapidshare.de/files/23051175/Stock_books_52.zip http://rapidshare.de/files/23051099/Stock_books_53.zip http://rapidshare.de/files/23051045/Stock_books_54.zip http://rapidshare.de/files/23052750/Stock_books_55.zip http://rapidshare.de/files/23050331/Stock_books_56.zip http://rapidshare.de/files/23052849/Stock_books_57.zip http://rapidshare.de/files/23059711/Stock_books_58.zip -- P K Kothari All-new Yahoo! Mail - Fire up a more powerful email and get things done faster. __._,_.___ SPONSORED LINKS Small business finance Business finance online Business finance training Business finance course Business finance schools Your email settings: Individual Email|Traditional Change settings via the Web (Yahoo! ID required) Change settings via email: Switch delivery to Daily Digest | Switch to Fully Featured Visit Your Group | Yahoo! Groups Terms of Use | Unsubscribe __,_._,___
[obrolan-bandar] Re: [junior_Trader] Re: Poster film horor IHSG tahun ini
Iya nih Rud...kalo kita ngebor minyak ini mah udah BLOW OUT...Rudi Har [EMAIL PROTECTED] wrote: IHSG sudah minus -90. Balok hari ini lebih gede!On 5/16/06, Rudi Har [EMAIL PROTECTED] wrote: Serremmm... 2 Balok gede jatuh dari langit. Jangan anggap enteng dgn ukuran balok hari ini. Balok yg kemarin selisih high low nya = 70, yg sekarang = 73. Ayo tebakan, berapa balok lagi yg akan jatuh dari langit?? Peace... New Yahoo! Messenger with Voice. Call regular phones from your PC and save big. YAHOO! GROUPS LINKS Visit your group "obrolan-bandar" on the web. To unsubscribe from this group, send an email to:[EMAIL PROTECTED] Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service.
Re: [obrolan-bandar] Re: Buy....buy
Gimana PGAS? pak EKA, tadi 8200 saya baca dari analisanya CLSA katanya target pricenya 12000EKA SUWANDANA [EMAIL PROTECTED] wrote:IHSG Turun -5 biasa, -10 Lumrah, -20 opportunity, ..jangka panjang masih banyak yg udervalue. Nggak usah takut. Jangan lupa INCO juga strong BUY, nickel naik trus!!!Kwok [EMAIL PROTECTED] wrote: stRong buYbNbR buMi ctRs ptBa mdLN akRA aaLisalam,Kwok25 January, 2006, ( 07:34:19 ), you wrote:K waktunya buyK BuMi adHi mdLn uNVr akRa suLi aaLi K Salam,K Kwok YAHOO! GROUPS LINKS Visit your group "obrolan-bandar" on the web. To unsubscribe from this group, send an email to:[EMAIL PROTECTED] Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service. Do you Yahoo!? With a free 1 GB, there's more in store with Yahoo! Mail. SPONSORED LINKS Business finance course Business to business finance Small business finance Business finance consultant Business finance magazine Business finance schools YAHOO! GROUPS LINKS Visit your group "obrolan-bandar" on the web. To unsubscribe from this group, send an email to:[EMAIL PROTECTED] Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service.
[obrolan-bandar] Iran Sanctions Could Drive Oil Past $100
APIran Sanctions Could Drive Oil Past $100Sunday January 22, 6:39 pm ET By Brad Foss and George Jahn, Associated Press Writers Oil Could Top $100 a Barrel if U.N. Imposes Sanctions on Iran Over Nuclear Program A surge in oil prices last week to almost $70 a barrel on concerns about the restart of Iran's nuclear program only hints at what may lie ahead. Prices could soar past $100 a barrel, experts say, if the U.N. Security Council authorizes trade sanctions against the Middle Eastern nation, which the West accuses of trying to make nuclear bombs, and Iran curbs oil exports in retaliation. A sharp global economic slowdown could follow. That's the dilemma the United States and European nations face as they decide whether to act. But Iran would also pay a hefty price if the petro-dollars that now represent 80 percent of export revenues are reduced, potentially stirring civil unrest in a nation with a 14 percent unemployment rate. "They would shoot themselves in the foot," said Mustafa Alani, director of national security and terrorism studies at the Dubai-based Gulf Research Center. "It's one thing to test the market psychology, it's another to take the actual step and stop oil exports." Iran, the second-largest oil producer within the Organization of Petroleum Exporting Countries, exports roughly 2.5 million barrels per day -- 1 million barrels more than current excess production capacity worldwide. It also controls the strategic Strait of Hormuz, a critical shipping lane in the Middle East. "Even if Iran pulled a small amount of its oil off the market, say it pulled a half million barrels a day, I could see oil prices literally jumping over the $100 per barrel mark," said James Bartis, a senior researcher at Rand Corp. But other oil analysts say prices would likely not climb much higher than $75 a barrel before strategic reserves would be released and demand would begin to taper off as economic activity slowed around the world. So who would be hurt more? The United States and other nations say it would be Tehran and argue against succumbing to economic blackmail in any case. "We cannot be intimidated by economic threats from their side," Sen. Trent Lott, R-Miss, told CNN. The U.S. Department of Energy estimates that oil exports finance about half of the Iranian government's budget. And while high oil prices have boosted the annual growth rate to about 5 percent, Iran has never really recovered from its 1980-1988 war against Iraq and trade restrictions on sensitive technologies. The Iran Nonproliferation Act, which the U.S. Congress passed in 2000, deters international support for Iran to develop nuclear, chemical and biological weapons programs and missile-delivery systems. For weeks, Iran's state television has sought to show a people united behind the leadership, showing passer-by on Tehran city streets expressing their support for the country's strivings for nuclear independence. Still, Alani of the Gulf Research Center questioned "whether the ordinary citizens will be willing to risk sanctions and endure a lot of suffering like the Iraqis suffered for 13 years" under U.N. sanctions. Oil consuming nations, meanwhile, have at least one ace up their sleeves -- crude reserves. The United States and other members of the International Energy Agency have a combined 1.48 billion barrels of oil in their emergency stocks. That's equivalent to about 600 days of Iran's net oil exports of 2.4 million barrels per day. OPEC might be able to add 1.5 million barrels per day to world production, mostly from Saudi Arabia. And oil analyst Fadel Gheit at Oppenheimer Co. in New York said Russia might be able to crank up exports by about 500,000 barrels once its domestic home-heating demand eases. Gregory L. Schulte, chief U.S. delegate to the International Atomic Energy Agency, accused Iran last week of deceiving the world about its atomic program, declaring that moves to haul it before the U.N. Security Council were meant to deny "the most deadly of weapons to the most dangerous of countries." His comments were part of increasing international pressure on Iran since it removed seals from uranium enrichment equipment earlier in the month and said it would start small scale work on the process that can make both fuel and the fissile core of nuclear warheads. "It's a very difficult situation where you don't know which side is going to blink first," said Leonard Spector, deputy director of the Monterey Institute of International Studies' Center for Nonproliferation Studies. It's also not clear the United States could win a referral on sanctions at the Security Council, where members Russia and China are Iran's main allies. Both have strong economic and strategic ties to Iran, with China a large oil consumer and drilling partner and Russia a key supplier of arms and nuclear technology and services for what Tehran says is a peaceful program. Additionally, oil-rich Russia would
[obrolan-bandar] Iran Sanctions Could Drive Oil Past $100
APIran Sanctions Could Drive Oil Past $100Sunday January 22, 6:39 pm ET By Brad Foss and George Jahn, Associated Press Writers Oil Could Top $100 a Barrel if U.N. Imposes Sanctions on Iran Over Nuclear Program A surge in oil prices last week to almost $70 a barrel on concerns about the restart of Iran's nuclear program only hints at what may lie ahead. Prices could soar past $100 a barrel, experts say, if the U.N. Security Council authorizes trade sanctions against the Middle Eastern nation, which the West accuses of trying to make nuclear bombs, and Iran curbs oil exports in retaliation. A sharp global economic slowdown could follow. That's the dilemma the United States and European nations face as they decide whether to act. But Iran would also pay a hefty price if the petro-dollars that now represent 80 percent of export revenues are reduced, potentially stirring civil unrest in a nation with a 14 percent unemployment rate. "They would shoot themselves in the foot," said Mustafa Alani, director of national security and terrorism studies at the Dubai-based Gulf Research Center. "It's one thing to test the market psychology, it's another to take the actual step and stop oil exports." Iran, the second-largest oil producer within the Organization of Petroleum Exporting Countries, exports roughly 2.5 million barrels per day -- 1 million barrels more than current excess production capacity worldwide. It also controls the strategic Strait of Hormuz, a critical shipping lane in the Middle East. "Even if Iran pulled a small amount of its oil off the market, say it pulled a half million barrels a day, I could see oil prices literally jumping over the $100 per barrel mark," said James Bartis, a senior researcher at Rand Corp. But other oil analysts say prices would likely not climb much higher than $75 a barrel before strategic reserves would be released and demand would begin to taper off as economic activity slowed around the world. So who would be hurt more? The United States and other nations say it would be Tehran and argue against succumbing to economic blackmail in any case. "We cannot be intimidated by economic threats from their side," Sen. Trent Lott, R-Miss, told CNN. The U.S. Department of Energy estimates that oil exports finance about half of the Iranian government's budget. And while high oil prices have boosted the annual growth rate to about 5 percent, Iran has never really recovered from its 1980-1988 war against Iraq and trade restrictions on sensitive technologies. The Iran Nonproliferation Act, which the U.S. Congress passed in 2000, deters international support for Iran to develop nuclear, chemical and biological weapons programs and missile-delivery systems. For weeks, Iran's state television has sought to show a people united behind the leadership, showing passer-by on Tehran city streets expressing their support for the country's strivings for nuclear independence. Still, Alani of the Gulf Research Center questioned "whether the ordinary citizens will be willing to risk sanctions and endure a lot of suffering like the Iraqis suffered for 13 years" under U.N. sanctions. Oil consuming nations, meanwhile, have at least one ace up their sleeves -- crude reserves. The United States and other members of the International Energy Agency have a combined 1.48 billion barrels of oil in their emergency stocks. That's equivalent to about 600 days of Iran's net oil exports of 2.4 million barrels per day. OPEC might be able to add 1.5 million barrels per day to world production, mostly from Saudi Arabia. And oil analyst Fadel Gheit at Oppenheimer Co. in New York said Russia might be able to crank up exports by about 500,000 barrels once its domestic home-heating demand eases. Gregory L. Schulte, chief U.S. delegate to the International Atomic Energy Agency, accused Iran last week of deceiving the world about its atomic program, declaring that moves to haul it before the U.N. Security Council were meant to deny "the most deadly of weapons to the most dangerous of countries." His comments were part of increasing international pressure on Iran since it removed seals from uranium enrichment equipment earlier in the month and said it would start small scale work on the process that can make both fuel and the fissile core of nuclear warheads. "It's a very difficult situation where you don't know which side is going to blink first," said Leonard Spector, deputy director of the Monterey Institute of International Studies' Center for Nonproliferation Studies. It's also not clear the United States could win a referral on sanctions at the Security Council, where members Russia and China are Iran's main allies. Both have strong economic and strategic ties to Iran, with China a large oil consumer and drilling partner and Russia a key supplier of arms and nuclear technology and services for what Tehran says is a peaceful program. Additionally, oil-rich Russia
Re: [obrolan-bandar] Re: Kenaikan TDL, emiten yg untung dari kenaikan TDL.
Kalau BUMI kinerjanya sama seperti saham-saham grup Bakrie (ENRG, UNSP, BNBR) gerakannya flat lainnya menurut pendapat aku mungkin karena DER (Debt Equity Ratio) terlalu tinggi. Deddy [EMAIL PROTECTED] wrote: Kalo BUMI gimana dong ? --- In obrolan-bandar@yahoogroups.com, wondo aja [EMAIL PROTECTED] wrote: Mungkin karena MEDC bukanlah producer minyak utama di negeri ini. Tidak seperti Caltex atau TOTAL FINA ELF. Juga mungkin dikarenakan lapangan2 yang MEDC saat ini (Rimau SS/CS) umumnya adalah lapangan2 tua (Ex STANVAC) yang produksinya dari tahun ke tahun terus mengalami decline. tahun 2002 (80.000 bbl), 2003 (60.000 bbl), 2004 (40.000), tahun 2005(???) Sehingga walaupun harga minyak saat ini sudah mencapai $67 tapi tidak berpengaruh banyak terhadap pendapatannya :_) peace wondo :_) EKA SUWANDANA [EMAIL PROTECTED] wrote: Akan ada kenaikan TDL dalam waktu dekat, sebenernya yg paling untung dari kenaikan TDL adalah INDONESIA POWER, PT. Anak perusahaan PLN yg akan listing dalam 6 bulan ke depan. Emiten ini memiliki growth yg sama dgn PGAS. So jangan ketinggalan ikutan IPO-nya!!! Utk emiten yg sudah listing, akan berimbas ke PTBA, PGAS, MEDC . MEDC saham yg aneh!! MEDC sudah mulai menjual listrik dan gas ke PLN malah di laporan keuangan yg terakhir , see : http://www.medcoenergi.com/download/results_nov_%202005.pdf Lihat halaman 3, di Income Statement, Di penjualan dan pendapatan operasi lainnya, di situ ada "Penjualan Tenaga Listrik" sebesar 6,6 jt USD. Lihat hal 110-113, proof of gas growth: Anak perusahaan yg bergerak di bidang listrik PT Meta Epsi, dan Medco via anak perusahaan yg lain selalu mendapat kontrak penjualan gas baru hampir setiap tahun yg dijual di harga pasar, antara 2,2-2,75USD/MMBTU. Kontrak yg termurah tahun 2002 akan diperbaharui tahun 31 des 2007 antara PT MEPI , sebesar 1,4USD/MMBTU, akan dirubah sesuai harga pasar. Kok sepi yah sahamnya? Suatu saat ini saham naik lagi.- YAHOO! GROUPS LINKSVisit your group "obrolan-bandar" on the web. To unsubscribe from this group, send an email to: [EMAIL PROTECTED] Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service.- - Yahoo! Photos Got holiday prints? See all the ways to get quality prints in your hands ASAP. What are the most popular cars? Find out at Yahoo! Autos YAHOO! GROUPS LINKS Visit your group "obrolan-bandar" on the web. To unsubscribe from this group, send an email to:[EMAIL PROTECTED] Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service.
Re: [obrolan-bandar] peluang BLTA ??? Utk mba Icha atau penyuka BLTA nih!
VALUE INVESTING: FROM GRAHAM TO BUFFET AND BEYOND by Bruce C. N. Greenwald, Judd Kahn, Paul D. Sonkin, Michael van Biema (inggris-nya nggak terlalu susah!) (Di Gramedia Matraman ada 3 biji) Nagawi Mannawi [EMAIL PROTECTED] wrote: Warren Buffet kalo ngga salah ada terjemahan Indo nya. Coba cari di TBKharisma. Kalo yg mau tau ttg George Soros, di sana juga ada.- Original Message - From: "WANDY UTOMO" [EMAIL PROTECTED]To: obrolan-bandar@yahoogroups.comSent: Thursday, January 19, 2006 11:43 AMSubject: Re: [obrolan-bandar] peluang BLTA ??? Utk mba Icha atau penyukaBLTA nih!allKl teman2 ada yang udh dapat bukunya mohon informasikan di milis ini belinyadimana. okthank uThanks Best RegardsWANDY UTOMOKAT-IT Eddy Purnomo [EMAIL PROTECTED] ahoo.comTo Sent by: obrolan-bandar@yahoogroups.com [EMAIL PROTECTED]cc ogroups.comSubject Re: [obrolan-bandar] peluang BLTA??? 01/19/2006 10:39 AM Utk mba Icha atau penyuka BLTA nih! Please respond to [EMAIL PROTECTED] ogroups.comPak Eka terima kasih buat sharingnya ya. Saya akan coba cari bukunya janganbosen2 ngasih informasi/tips buat kita2.Salam.EKA SUWANDANA [EMAIL PROTECTED] wrote:Saya dulu di ajari sama orang dari MEGADANA MILLENIUM utk valueinvesting(waktuitu saya nggak begitu ngerti juga sih) dan saya di sodori list 20 buku ygarusdi baca.Dari ke 20 buku yg berguna adalah:Buku favorit saya ( must have, must read): VALUE INVESTING: FROM GRAHAM TO BUFFET AND BEYOND by Bruce C. N. Greenwald, Judd Kahn, Paul D. Sonkin, Michael van Biema (inggris-nya nggak terlalu susah!) Stocks for the Long Run : The Definitive Guide to Financial Market Returns and Long-Term Investment Strategies (Hardcover) by Jeremy J. Siegel (BUKU TUA YG BERGUNA)Yg berikut, inggris-nya agak susah cuma bisa utk inspirasi: The Warren Buffet Way: Investment Strategies of the World's Greatest Investor by Robert G. Hagstrom One Up On Wall Street : How To Use What You Already Know To MakeMoney In The Market (Paperback) by Peter Lynch, John RothchildBuku2 di atas sangat berguna utk long term investment. Yg pertama dankedua,harus tapi gampang dimengerti , soalnya kunci-nya ada di situ. Kalo sudahbisaanalisa fundamental secara benar, kita bisa cepat baca informasi dan ambilkeputusan. Bisa tahu mana analis yg analisa-nya menjebak atau tidak.SO,kalo minta di ajari saya nggak PD, bukan orang intelek...ntar ada ygngetawain! Lebih baik kita baca dan belajar sendiri.Kalo utk beli saya ngacu fundamental, kalo sinyal jual saya kadangperhatiinsinyal dari si mbah...lumayan dari ayunan kuantitas lot saham bisabertambahbarang 1-2 lot.Yahoo! PhotosGot holiday prints? See all the ways to get quality prints in your handsASAP.Yahoo! PhotosGot holiday prints? See all the ways to get quality prints in your handsASAP. YAHOO! GROUPS LINKS Visit your group "obrolan-bandar" on the web. To unsubscribe from this group, send an email to: [EMAIL PROTECTED] Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service.Yahoo! Groups Links SPONSORED LINKS Business finance course Business to business finance Small business finance Business finance consultant Business finance magazine Business finance schools Yahoo! Photos Showcase holiday pictures in hardcover Photo Books. You design it and well bind it! YAHOO! GROUPS LINKS Visit your group "obrolan-bandar" on the web. To unsubscribe from this group, send an email to:[EMAIL PROTECTED] Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service.
Re: [obrolan-bandar] Kenaikan TDL, emiten yg untung dari kenaikan TDL.
Mungkin karena MEDC bukanlah producer minyak utama di negeri ini. Tidak seperti Caltex atau TOTAL FINA ELF. Juga mungkin dikarenakan lapangan2 yang MEDC saat ini (Rimau SS/CS) umumnya adalah lapangan2 tua (Ex STANVAC) yang produksinya dari tahun ke tahun terus mengalami decline. tahun 2002 (80.000 bbl), 2003 (60.000 bbl), 2004 (40.000), tahun 2005(???)Sehingga walaupun harga minyak saat ini sudah mencapai $67 tapi tidak berpengaruh banyak terhadap pendapatannya :_)peace wondo :_)EKA SUWANDANA [EMAIL PROTECTED] wrote:Akan ada kenaikan TDL dalam waktu dekat, sebenernya yg paling untung dari kenaikan TDL adalah INDONESIA POWER, PT. Anak perusahaan PLN yg akan listing dalam 6 bulan ke depan. Emiten ini memiliki growth yg sama dgn PGAS. So jangan ketinggalan ikutan IPO-nya!!!Utk emiten yg sudah listing, akan berimbas ke PTBA, PGAS, MEDC .MEDC saham yg aneh!! MEDC sudah mulai menjual listrik dan gas ke PLN malah di laporan keuangan yg terakhir , see : http://www.medcoenergi.com/download/results_nov_%202005.pdfLihat halaman 3, di Income Statement, Di penjualan dan pendapatan operasi lainnya, di situ ada "Penjualan Tenaga Listrik" sebesar 6,6 jt USD.Lihat hal 110-113, proof of gas growth:Anak perusahaan yg bergerak di bidang listrik PT Meta Epsi, dan Medco via anak perusahaan yg lain selalu mendapat kontrak penjualan gas baru hampir setiap tahun yg dijual di harga pasar, antara 2,2-2,75USD/MMBTU. Kontrak yg termurah tahun 2002 akan diperbaharui tahun 31 des 2007 antara PT MEPI , sebesar 1,4USD/MMBTU, akan dirubah sesuai harga pasar.Kok sepi yah sahamnya? Suatu saat ini saham naik lagi. Yahoo! Photos Got holiday prints? See all the ways to get quality prints in your hands ASAP. SPONSORED LINKS Business finance course Business to business finance Small business finance Business finance consultant Business finance magazine Business finance schools YAHOO! GROUPS LINKS Visit your group "obrolan-bandar" on the web. To unsubscribe from this group, send an email to:[EMAIL PROTECTED] Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service.
Re: [obrolan-bandar] CHEMICAL GRADE ALUMINA (ANTM's alumina tayan project)
Dear Pak Eka;Saya juga mau nimbrung nanya nih mengenai saham BLTA. Bagaimana dengan prospek BLTA di tahun 2006 ini? berapa targetnya? Apa pak EKA masih hold juga untuk jangka panjang?thanks ya...buat infornya Pak EKA! Matur nuwun :_)peace wondo :_)Thank You info-nya! Jadi Semakin yakin utk hold jangka panjang! Roni D Gandi [EMAIL PROTECTED] wrote: Saya ada tahu sedikit mengenai Alumina ini.Product turunannya ialah Alumunium Oxide dan Aluminium Hidroxide.Product ini banyak di pakai di industri Keramik, insulating brick ( batatahan api ) dll.Alcoa memang produsen terbesar di dunia , selain itu juga ada IndiaAlumunium dari India. Sebelumnya juga Sumitomo dari Jepang.Sebagai informasi harga Aluminium Oxide 3-4 tahun yang lalu masihsekitar USD. 370 - 400 / ton, CnF JAkarta.( Kita masih import )Saat ini sudah sekitar USD. 560 - 620 / ton, cnf Jakarta, tergantungprodusennya.Kalau ANTM bisa produksi sampai sebesar itu artinya ini proyek yangbaik, karena alumina ini banyak bidang yang memerlukannya.Demikian sedikit info.On Thu, 2005-12-29 at 11:47, EKA SUWANDANA wrote: Oke...ini info yg saya dapet utk proyek alumina tayan. Ini adalah pabrik Chemical Grade Alumina kapasitas 200.000 ton setahun, ANTM joint venture dgn SUMITOMO dari Jepang. Dgn saham ANTM di perusahaan baru ini sebesar 49%, sisanya dibagi dgn SUMITOMO dan pertenr Jepang yg lain. Saya nggak tahu persis utk apa produk ini ( ada yg insinyur tambang metalurgi tolong bantu dong! ) Tapi menurut situs ALCOA ( produser alumina ): aluminas are used to make the essential building blocks for a wide variety of everyday products, ranging from refractory insulation to water purification chemicals, abrasives and fire-retardant carpet backing. Harga komoditas ini sedang bagus di kisaran 200 USD/ ton, dibanding tahun 90-an sampai awal 2000 yg dikisaran 150USD/ton. Kapasitas 20 ton / tahun termasuk besar, soalnya ALCOA sendiri kapasitasnya 40 ton/tahun. SPONSORED LINKS Business finance course Business to business finance Small business finance Business finance consultant Business finance magazine Business finance schools __ YAHOO! GROUPS LINKS 1. Visit your group "obrolan-bandar" on the web. 2. To unsubscribe from this group, send an email to: [EMAIL PROTECTED] 3. Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service. ___-- Roni D Gandi [EMAIL PROTECTED] Yahoo! Shopping Find Great Deals on Holiday Gifts at Yahoo! Shopping SPONSORED LINKS Business finance course Business to business finance Small business finance Business finance consultant Business finance magazine Business finance schools YAHOO! GROUPS LINKS Visit your group "obrolan-bandar" on the web. To unsubscribe from this group, send an email to:[EMAIL PROTECTED] Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service.
Re: [obrolan-bandar] BLTA
Dear Pak Eka;Hatur nuwun Kang buat penjelasannya...very details!!! Sangat berguna sekali buat aku yang masih pemula :_) Lain kali kalo mau nanya boleh ya...dan jangan bosen-bosen ngejawabnya ya...:_)God bless Kang Eka!!!peace wondo :_)EKA SUWANDANA [EMAIL PROTECTED] wrote:Saya jual di 1050 tapi ambil lagi di 1030, mungkin dulu saya punya target di 1300. Sekarang agak2 nggak tahan juga. Dulu punya 80 lot-an sekarang sudah berkurang tinggal 40. Soalnya ,Ada berita saham buy back-nya bakal di jadikan jaminan convertible bonds. So...buy back-nya jadi buy back boongan. Walaupun demikian, Bond rates-nya sangat rendah. Biasanya kalo kita berhutang dgn bunga rendah, dan dibelikan asset produktif ...that is equal to growth. jadi growth masih ada cuma harus super sabar. Saya masih kontak dgn Mr. O'Neil (mantan analis Lippo dan indoexchange)dia masih hold. Beliau hapal luar dalam financial report BLTA,seperti saya hapal lapkeu ANTM. I do believe him! Beliau punya pemikiran, trasnportasi umum di negara kita buruk, mengandalkan mobil dan motor jadi konsumsi BBM naik terus walaupun harga BBM naik, jadi volume BBM import makin tinggi yang ngangkut yah BLTA salah satunya.Yang penting di saham itu, kita harus beli growth (penjualan secara volume bertambah). Dan BLTA armadanya nambah terus dari tahun 2001 sampai sekarang juga laba bersih naik. Kalo teknikal sih nggak pernah kebaca, kalo fundamental sih optimis.wondo aja [EMAIL PROTECTED] wrote:Dear Pak Eka;Saya juga mau nimbrung nanya nih mengenai saham BLTA. Bagaimana dengan prospek BLTA di tahun 2006 ini? berapa targetnya? Apa pak EKA masih hold juga untuk jangka panjang?thanks ya...buat infornya Pak EKA! Matur nuwun :_)peace wondo :_)Thank You info-nya! Jadi Semakin yakin utk hold jangka panjang! Roni D Gandi [EMAIL PROTECTED] wrote: Saya ada tahu sedikit mengenai Alumina ini.Product turunannya ialah Alumunium Oxide dan Aluminium Hidroxide.Product ini banyak di pakai di industri Keramik, insulating brick ( batatahan api ) dll.Alcoa memang produsen terbesar di dunia , selain itu juga ada IndiaAlumunium dari India. Sebelumnya juga Sumitomo dari Jepang.Sebagai informasi harga Aluminium Oxide 3-4 tahun yang lalu masihsekitar USD. 370 - 400 / ton, CnF JAkarta.( Kita masih import )Saat ini sudah sekitar USD. 560 - 620 / ton, cnf Jakarta, tergantungprodusennya.Kalau ANTM bisa produksi sampai sebesar itu artinya ini proyek yangbaik, karena alumina ini banyak bidang yang memerlukannya.Demikian sedikit info.On Thu, 2005-12-29 at 11:47, EKA SUWANDANA wrote: Oke...ini info yg saya dapet utk proyek alumina tayan. Ini adalah pabrik Chemical Grade Alumina kapasitas 200.000 ton setahun, ANTM joint venture dgn SUMITOMO dari Jepang. Dgn saham ANTM di perusahaan baru ini sebesar 49%, sisanya dibagi dgn SUMITOMO dan pertenr Jepang yg lain. Saya nggak tahu persis utk apa produk ini ( ada yg insinyur tambang metalurgi tolong bantu dong! ) Tapi menurut situs ALCOA ( produser alumina ): aluminas are used to make the essential building blocks for a wide variety of everyday products, ranging from refractory insulation to water purification chemicals, abrasives and fire-retardant carpet backing. Harga komoditas ini sedang bagus di kisaran 200 USD/ ton, dibanding tahun 90-an sampai awal 2000 yg dikisaran 150USD/ton. Kapasitas 20 ton / tahun termasuk besar, soalnya ALCOA sendiri kapasitasnya 40 ton/tahun. SPONSORED LINKS Business finance course Business to business finance Small business finance Business finance consultant Business finance magazine Business finance schools __ YAHOO! GROUPS LINKS 1. Visit your group "obrolan-bandar" on the web. 2. To unsubscribe from this group, send an email to: [EMAIL PROTECTED] 3. Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service. ___-- Roni D Gandi [EMAIL PROTECTED] Yahoo! ShoppingFind Great Deals on Holiday Gifts at Yahoo! Shopping Yahoo! Shopping Find Great Deals on Holiday Gifts at Yahoo! Shopping YAHOO! GROUPS LINKS Visit your group "obrolan-bandar" on the web. To unsubscribe from this group, send an email to:[EMAIL PROTECTED] Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service.
