Balasan: Re: [obrolan-bandar] Hati2 BUMI mau diguyur
Hope sih.. tapi semua juga tau harga coal masih akan naik, BUMI perusahaan bagus dari ubs tp 1 danareksa 7500 dan CLSA TP 8300. Saya sendiri belum liat Research dari ML. Saya si tidak perduli asal percaya saja. Saya selalu average up sampai sekarang. Berharap chrismast rally nanti dan result dari annual report tahun ini akan memancing harga saham naik. Buktinya harga BUMI sampai sekarang stabil stabil aja. Makin turun makin di beli. Batubara sangat dibutuhkan meskipun sekarang lagi ada environment conference gitu di bali yang bilang batubara itu kotor. Biar kotor tapi di negara berkembang itu murah lebih penting. Untuk sekarang ini batubara masih merupakan source paling murah untuk energy. Cina sendiri punya demand yang begitu tinggi, belum india. dan mengingat harga minyak yang naik terus, banyak perusahaan yang sudah switch ke batubara. --- In obrolan-bandar@yahoogroups.com, Hotma Sirait [EMAIL PROTECTED] wrote: for : ML dan agen2nya, kalau you (ML) yakin TP BUMI = 2772 kenapa tidak you short saja BUMI, biar investor BUMI bisa nampung dibawah nih sekalian dengan ANTM-nya (biar ditampung para Antamers di forum ini). berani enggak ML (jangan cuma omdo = omong doang) ? ditunggu besok ya action-nya ? jangan-jangan besok malah dia (ML) yg beli-in BUMI ANTM (lewat sekuritas lain). regards, hotma sirait. - Original Message From: Heryadi [EMAIL PROTECTED] To: obrolan-bandar@yahoogroups.com Sent: Monday, December 10, 2007 1:58:24 AM Subject: Re: Balasan: Re: [obrolan-bandar] Hati2 BUMI mau diguyur Kang Ocoy mungkin bisa bantu ngitungin nich fundamental BUMI. Salam. - Original Message - From: Hendra Santosa To: obrolan-bandar@yahoogroups.com Sent: Monday, December 10, 2007 4:40 PM Subject: RE: Balasan: Re: [obrolan-bandar] Hati2 BUMI mau diguyur Ada yang bisa di-share research-nya ML untuk tahu dasar perhitungannya? Kalau 2772 itu jauh lebih rendah daripada TP ANTM yang 46xx. HS From: obrolan-bandar@ yahoogroups. com [mailto: obrolan-bandar@ yahoogroups. com ] On Behalf Of arnold Sent: Monday, December 10, 2007 8:25 PM To: obrolan-bandar@ yahoogroups. com Subject: Balasan: Re: [obrolan-bandar] Hati2 BUMI mau diguyur janggal banget.. separah2nya minyak, spread nya gak akan sejauh itu.. ML against other securities.. salam arnold --- In obrolan-bandar@ yahoogroups. com, Rei highwaystar91@ ... wrote: ML targetkan PTBA 15000, tapi BUMI cuma 2700 yah? Ada yg janggal? Bukannya BUMI yg banyak export? Saya nggak punya BUMI sih... --- In obrolan-bandar@ yahoogroups. com, Irmawan Sadikin irmawan_sadikin@ wrote: Subject: BUMI (TP Rp2,772) - Merrill Lynch: Only for the brave and the nimble. Global assumptions on thermal coal price raised. Assumptions on sales and cost mix refined. Outcome: A mixed bag; Neutral reiterated. Current share pirce demands US$ 110/t thermal coal Looking for last minute shopping deals? Find them fast with Yahoo! Search. http://tools.search.yahoo.com/newsearch/category.php?category=shopping
Re: Balasan: Re: [obrolan-bandar] Hati2 BUMI mau diguyur
ML ngeluaring analisa BUMI
Earnings revision
We have raised core net income by 17% for FY08E and by 16% for FY09E.
However, FY10 and FY11 forecasts are cut by 8% and 22%, respectively. Our
year-end 2008 DCF estimate has risen by 5% to Rp2,772/sh, still 55% below the
last closing price of Rp6,150.
Be safe the road is bumpy
- Original Message
From: BEJ Trader [EMAIL PROTECTED]
To: obrolan-bandar@yahoogroups.com
Sent: Monday, December 10, 2007 2:53:34 PM
Subject: Re: Balasan: Re: [obrolan-bandar] Hati2 BUMI mau diguyur
Do you really know what you're talking about
?
- Original Message -
From:
William
Tevez
To: obrolan-bandar@ yahoogroups. com
Sent: Monday, December 10, 2007 2:36
PM
Subject: Balasan: Re: [obrolan-bandar]
Hati2 BUMI mau diguyur
Hati2 Bumi mau diguyur, tuker barang ke ANTM BMRI
Irawan Sudarman [EMAIL PROTECTED] com
wrote:
Saya percaya tuh kalau koreksi ke 5500
dasarnya
pengharapan
On Dec 10, 2007 11:39 AM, OKI SINGGIH oki.singgih@ yahoo.com
wrote:
FEELING
or HOPING?
-
Original Message
From: PyRiEL PyRiEL
pyriel.pyriel@ gmail.com
To: obrolan-bandar@ yahoogroups. com
Sent:
Monday, December 10, 2007 10:26:05 AM
Subject: Re: [obrolan-bandar]
BUMI
dasarnya apa?
On 12/10/07, Vaulstrad [EMAIL PROTECTED] com wrote:
Percaya atau tidak, saya yakin BUMI akan naik this
week.
Looking for last minute shopping deals? Find them fast with Yahoo!
Search.
Bergabunglah dengan orang-orang yang berwawasan, di
bidang Anda di Yahoo!
Answers
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RE: Balasan: Re: [obrolan-bandar] Hati2 BUMI mau diguyur
Berapa TP-nya ML? Thx, HS _ From: obrolan-bandar@yahoogroups.com [mailto:[EMAIL PROTECTED] On Behalf Of Irmawan Sadikin Sent: Monday, December 10, 2007 7:16 PM To: obrolan-bandar@yahoogroups.com Subject: Re: Balasan: Re: [obrolan-bandar] Hati2 BUMI mau diguyur ML ngeluaring analisa BUMI Earnings revision We have raised core net income by 17% for FY08E and by 16% for FY09E. However, FY10 and FY11 forecasts are cut by 8% and 22%, respectively. Our year-end 2008 DCF estimate has risen by 5% to Rp2,772/sh, still 55% below the last closing price of Rp6,150. Be safe the road is bumpy - Original Message From: BEJ Trader [EMAIL PROTECTED] To: obrolan-bandar@yahoogroups.com Sent: Monday, December 10, 2007 2:53:34 PM Subject: Re: Balasan: Re: [obrolan-bandar] Hati2 BUMI mau diguyur Do you really know what you're talking about ? - Original Message - From: William mailto:[EMAIL PROTECTED] Tevez To: obrolan-bandar@ yahoogroups. mailto:obrolan-bandar@yahoogroups.com com Sent: Monday, December 10, 2007 2:36 PM Subject: Balasan: Re: [obrolan-bandar] Hati2 BUMI mau diguyur Hati2 Bumi mau diguyur, tuker barang ke ANTM BMRI Irawan Sudarman [EMAIL PROTECTED] com mailto:[EMAIL PROTECTED] wrote: Saya percaya tuh kalau koreksi ke 5500 dasarnya pengharapan On Dec 10, 2007 11:39 AM, OKI SINGGIH oki.singgih@ yahoo.com mailto:[EMAIL PROTECTED] wrote: FEELING or HOPING? - Original Message From: PyRiEL PyRiEL pyriel.pyriel@ gmail.com mailto:[EMAIL PROTECTED] To: obrolan-bandar@ yahoogroups. mailto:obrolan-bandar@yahoogroups.com com Sent: Monday, December 10, 2007 10:26:05 AM Subject: Re: [obrolan-bandar] BUMI dasarnya apa? On 12/10/07, Vaulstrad [EMAIL PROTECTED] com mailto:[EMAIL PROTECTED] wrote: Percaya atau tidak, saya yakin BUMI akan naik this week. _ Looking for last minute shopping deals? Find them fast with Yahoo! Search. http://us.rd.yahoo.com/evt=51734/*http:/tools.search.yahoo.com/newsearch/category.php?category=shopping _ Bergabunglah dengan orang-orang yang berwawasan, di bidang Anda di Yahoo! Answers http://sg.rd.yahoo.com/mail/id/footer/def/*http:/id.answers.yahoo.com/ _ Never miss a thing. Make Yahoo http://us.rd.yahoo.com/evt=51438/*http:/www.yahoo.com/r/hs your homepage. ### This message has been scanned by F-Secure Anti-Virus for Microsoft Exchange. For more information, connect to http://www.f-secure.com/
Re: Balasan: Re: [obrolan-bandar] Hati2 BUMI mau diguyur
Subject: BUMI (TP Rp2,772) - Merrill Lynch: Only for the
brave and the nimble. Global assumptions on thermal coal price raised.
Assumptions on sales and cost mix refined. Outcome: A mixed bag; Neutral
reiterated. Current share pirce demands US$ 110/t thermal coal
- Original Message
From: Hendra Santosa [EMAIL PROTECTED]
To: obrolan-bandar@yahoogroups.com
Sent: Monday, December 10, 2007 3:53:41 PM
Subject: RE: Balasan: Re: [obrolan-bandar] Hati2 BUMI mau diguyur
Berapa TP-nya ML?
Thx,
HS
From: obrolan-bandar@ yahoogroups. com [mailto: obrolan-bandar@ yahoogroups.
com ] On Behalf Of Irmawan Sadikin
Sent: Monday, December 10, 2007
7:16 PM
To: obrolan-bandar@ yahoogroups. com
Subject: Re: Balasan: Re:
[obrolan-bandar] Hati2 BUMI mau diguyur
ML ngeluaring analisa
BUMI
Earnings revision
We have raised core net income by 17% for FY08E and by 16% for FY09E.
However, FY10 and FY11 forecasts are cut by 8% and 22%, respectively. Our
year-end 2008 DCF estimate has risen by 5% to Rp2,772/sh, still 55% below the
last closing price of Rp6,150.
Be safe the road is bumpy
- Original Message
From: BEJ Trader [EMAIL PROTECTED] com
To: obrolan-bandar@ yahoogroups. com
Sent: Monday, December 10, 2007 2:53:34 PM
Subject: Re: Balasan: Re: [obrolan-bandar] Hati2 BUMI mau diguyur
Do you really know what you're talking about ?
- Original Message -
From: William
Tevez
To: obrolan-bandar@ yahoogroups.
com
Sent: Monday, December
10, 2007 2:36 PM
Subject: Balasan: Re:
[obrolan-bandar] Hati2 BUMI mau diguyur
Hati2 Bumi mau diguyur, tuker barang ke ANTM BMRI
Irawan Sudarman [EMAIL PROTECTED] com
wrote:
Saya percaya tuh kalau koreksi ke 5500
dasarnya pengharapan
On Dec 10, 2007 11:39 AM, OKI SINGGIH oki.singgih@ yahoo.com wrote:
FEELING or HOPING?
- Original Message
From: PyRiEL PyRiEL pyriel.pyriel@ gmail.com
To: obrolan-bandar@ yahoogroups.
com
Sent: Monday, December 10, 2007 10:26:05 AM
Subject: Re: [obrolan-bandar] BUMI
dasarnya apa?
On 12/10/07, Vaulstrad [EMAIL PROTECTED] com wrote:
Percaya atau tidak, saya
yakin BUMI akan naik this week.
Looking for last minute shopping deals? Find them fast with Yahoo! Search.
Bergabunglah dengan orang-orang yang berwawasan, di bidang
Anda di Yahoo! Answers
Never miss a thing. Make Yahoo
your homepage.
# # #
This message has been scanned by F-Secure Anti-Virus for Microsoft Exchange.
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Balasan: Re: [obrolan-bandar] Hati2 BUMI mau diguyur
ML targetkan PTBA 15000, tapi BUMI cuma 2700 yah?
Ada yg janggal? Bukannya BUMI yg banyak export? Saya nggak punya
BUMI sih...
--- In obrolan-bandar@yahoogroups.com, Irmawan Sadikin
[EMAIL PROTECTED] wrote:
Subject: BUMI (TP Rp2,772) - Merrill Lynch: Only for the
brave and the nimble. Global assumptions on thermal coal price
raised.
Assumptions on sales and cost mix refined. Outcome: A mixed bag;
Neutral
reiterated. Current share pirce demands US$ 110/t thermal coal
- Original Message
From: Hendra Santosa [EMAIL PROTECTED]
To: obrolan-bandar@yahoogroups.com
Sent: Monday, December 10, 2007 3:53:41 PM
Subject: RE: Balasan: Re: [obrolan-bandar] Hati2 BUMI mau diguyur
Berapa TP-nya ML?
Thx,
HS
From: obrolan-bandar@ yahoogroups. com [mailto: obrolan-bandar@
yahoogroups. com ] On Behalf Of Irmawan Sadikin
Sent: Monday, December 10, 2007
7:16 PM
To: obrolan-bandar@ yahoogroups. com
Subject: Re: Balasan: Re:
[obrolan-bandar] Hati2 BUMI mau diguyur
ML ngeluaring analisa
BUMI
Earnings revision
We have raised core net income by 17% for FY08E and by 16% for
FY09E.
However, FY10 and FY11 forecasts are cut by 8% and 22%,
respectively. Our
year-end 2008 DCF estimate has risen by 5% to Rp2,772/sh, still
55% below the
last closing price of Rp6,150.
Be safe the road is bumpy
- Original Message
From: BEJ Trader [EMAIL PROTECTED] com
To: obrolan-bandar@ yahoogroups. com
Sent: Monday, December 10, 2007 2:53:34 PM
Subject: Re: Balasan: Re: [obrolan-bandar] Hati2 BUMI mau diguyur

Do you really know what you're talking about ?
- Original Message -
From: William
Tevez
To: obrolan-bandar@ yahoogroups.
com
Sent: Monday, December
10, 2007 2:36 PM
Subject: Balasan: Re:
[obrolan-bandar] Hati2 BUMI mau diguyur
Hati2 Bumi mau diguyur, tuker barang ke ANTM BMRI
Irawan Sudarman [EMAIL PROTECTED] com
wrote:
Saya percaya tuh kalau koreksi ke 5500
dasarnya pengharapan
On Dec 10, 2007 11:39 AM, OKI SINGGIH oki.singgih@ yahoo.com
wrote:
FEELING or HOPING?
- Original Message
From: PyRiEL PyRiEL pyriel.pyriel@ gmail.com
To: obrolan-bandar@ yahoogroups.
com
Sent: Monday, December 10, 2007 10:26:05 AM
Subject: Re: [obrolan-bandar] BUMI
dasarnya apa?
On 12/10/07, Vaulstrad [EMAIL PROTECTED] com wrote:
Percaya atau tidak, saya
yakin BUMI akan naik this week.
Looking for last minute shopping deals? Find them fast with Yahoo!
Search.
Bergabunglah dengan orang-orang yang berwawasan, di bidang
Anda di Yahoo! Answers
Never miss a thing. Make Yahoo
your homepage.
# # #
This message has been scanned by F-Secure Anti-Virus for Microsoft
Exchange.
For more information, connect to http://www.f- secure.com/
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Balasan: Re: [obrolan-bandar] Hati2 BUMI mau diguyur
janggal banget.. separah2nya minyak, spread nya gak akan sejauh itu.. ML against other securities.. salam arnold --- In obrolan-bandar@yahoogroups.com, Rei [EMAIL PROTECTED] wrote: ML targetkan PTBA 15000, tapi BUMI cuma 2700 yah? Ada yg janggal? Bukannya BUMI yg banyak export? Saya nggak punya BUMI sih... --- In obrolan-bandar@yahoogroups.com, Irmawan Sadikin irmawan_sadikin@ wrote: Subject: BUMI (TP Rp2,772) - Merrill Lynch: Only for the brave and the nimble. Global assumptions on thermal coal price raised. Assumptions on sales and cost mix refined. Outcome: A mixed bag; Neutral reiterated. Current share pirce demands US$ 110/t thermal coal
Re: Balasan: Re: [obrolan-bandar] Hati2 BUMI mau diguyur
apakah MO yg sama pada saat ML buang ANTM? - Original Message From: Irmawan Sadikin [EMAIL PROTECTED] To: obrolan-bandar@yahoogroups.com Sent: Monday, December 10, 2007 4:07:09 PM Subject: Re: Balasan: Re: [obrolan-bandar] Hati2 BUMI mau diguyur Subject: BUMI (TP Rp2,772) - Merrill Lynch: Only for the brave and the nimble. Global assumptions on thermal coal price raised. Assumptions on sales and cost mix refined. Outcome: A mixed bag; Neutral reiterated. Current share pirce demands US$ 110/t thermal coal - Original Message From: Hendra Santosa [EMAIL PROTECTED] net To: obrolan-bandar@ yahoogroups. com Sent: Monday, December 10, 2007 3:53:41 PM Subject: RE: Balasan: Re: [obrolan-bandar] Hati2 BUMI mau diguyur Berapa TP-nya ML? Thx, HS From: obrolan-bandar@ yahoogroups. com [mailto: obrolan-bandar@ yahoogroups. com ] On Behalf Of Irmawan Sadikin Sent: Monday, December 10, 2007 7:16 PM To: obrolan-bandar@ yahoogroups. com Subject: Re: Balasan: Re: [obrolan-bandar] Hati2 BUMI mau diguyur ML ngeluaring analisa BUMI Earnings revision We have raised core net income by 17% for FY08E and by 16% for FY09E. However, FY10 and FY11 forecasts are cut by 8% and 22%, respectively. Our year-end 2008 DCF estimate has risen by 5% to Rp2,772/sh, still 55% below the last closing price of Rp6,150. Be safe the road is bumpy - Original Message From: BEJ Trader [EMAIL PROTECTED] com To: obrolan-bandar@ yahoogroups. com Sent: Monday, December 10, 2007 2:53:34 PM Subject: Re: Balasan: Re: [obrolan-bandar] Hati2 BUMI mau diguyur Do you really know what you're talking about ? - Original Message - From: William Tevez To: obrolan-bandar@ yahoogroups. com Sent: Monday, December 10, 2007 2:36 PM Subject: Balasan: Re: [obrolan-bandar] Hati2 BUMI mau diguyur Hati2 Bumi mau diguyur, tuker barang ke ANTM BMRI Irawan Sudarman [EMAIL PROTECTED] com wrote: Saya percaya tuh kalau koreksi ke 5500 dasarnya pengharapan On Dec 10, 2007 11:39 AM, OKI SINGGIH oki.singgih@ yahoo.com wrote: FEELING or HOPING? - Original Message From: PyRiEL PyRiEL pyriel.pyriel@ gmail.com To: obrolan-bandar@ yahoogroups. com Sent: Monday, December 10, 2007 10:26:05 AM Subject: Re: [obrolan-bandar] BUMI dasarnya apa? On 12/10/07, Vaulstrad [EMAIL PROTECTED] com wrote: Percaya atau tidak, saya yakin BUMI akan naik this week. Looking for last minute shopping deals? Find them fast with Yahoo! Search. Bergabunglah dengan orang-orang yang berwawasan, di bidang Anda di Yahoo! Answers Never miss a thing. Make Yahoo your homepage. # # # This message has been scanned by F-Secure Anti-Virus for Microsoft Exchange. For more information, connect to http://www.f- secure.com/ Never miss a thing. Make Yahoo your homepage. Be a better friend, newshound, and know-it-all with Yahoo! Mobile. Try it now. http://mobile.yahoo.com/;_ylt=Ahu06i62sR8HDtDypao8Wcj9tAcJ
RE: Balasan: Re: [obrolan-bandar] Hati2 BUMI mau diguyur
Ada yang bisa di-share research-nya ML untuk tahu dasar perhitungannya? Kalau 2772 itu jauh lebih rendah daripada TP ANTM yang 46xx. HS _ From: obrolan-bandar@yahoogroups.com [mailto:[EMAIL PROTECTED] On Behalf Of arnold Sent: Monday, December 10, 2007 8:25 PM To: obrolan-bandar@yahoogroups.com Subject: Balasan: Re: [obrolan-bandar] Hati2 BUMI mau diguyur janggal banget.. separah2nya minyak, spread nya gak akan sejauh itu.. ML against other securities.. salam arnold --- In obrolan-bandar@ mailto:obrolan-bandar%40yahoogroups.com yahoogroups.com, Rei [EMAIL PROTECTED] wrote: ML targetkan PTBA 15000, tapi BUMI cuma 2700 yah? Ada yg janggal? Bukannya BUMI yg banyak export? Saya nggak punya BUMI sih... --- In obrolan-bandar@ mailto:obrolan-bandar%40yahoogroups.com yahoogroups.com, Irmawan Sadikin irmawan_sadikin@ wrote: Subject: BUMI (TP Rp2,772) - Merrill Lynch: Only for the brave and the nimble. Global assumptions on thermal coal price raised. Assumptions on sales and cost mix refined. Outcome: A mixed bag; Neutral reiterated. Current share pirce demands US$ 110/t thermal coal ### This message has been scanned by F-Secure Anti-Virus for Microsoft Exchange. For more information, connect to http://www.f-secure.com/
Balasan: Re: [obrolan-bandar] Hati2 BUMI mau diguyur
Wah..ML mah terlalu kebanyakan bikin rumour hanya sekedar utk
kepentingan clientnya ga masalah reputasi dikorbanin yg penting dia
cuan sendiri, kita semua agar ingat bagaimana kasus PGAS dulu, ML
bilang kemahalan2 ternyata pasar menentukan lain PGAS melejit
teruuu, skrg ANTM kemahalan kemahalan...diem2 dia nampung
balik di hrg 4500an
Rgds
LKMNZS
--- In obrolan-bandar@yahoogroups.com, Rei [EMAIL PROTECTED]
wrote:
ML targetkan PTBA 15000, tapi BUMI cuma 2700 yah?
Ada yg janggal? Bukannya BUMI yg banyak export? Saya nggak punya
BUMI sih...
--- In obrolan-bandar@yahoogroups.com, Irmawan Sadikin
irmawan_sadikin@ wrote:
Subject: BUMI (TP Rp2,772) - Merrill Lynch: Only for the
brave and the nimble. Global assumptions on thermal coal price
raised.
Assumptions on sales and cost mix refined. Outcome: A mixed bag;
Neutral
reiterated. Current share pirce demands US$ 110/t thermal coal
- Original Message
From: Hendra Santosa hendra@
To: obrolan-bandar@yahoogroups.com
Sent: Monday, December 10, 2007 3:53:41 PM
Subject: RE: Balasan: Re: [obrolan-bandar] Hati2 BUMI mau diguyur
Berapa TP-nya ML?
Thx,
HS
From: obrolan-bandar@ yahoogroups. com [mailto: obrolan-bandar@
yahoogroups. com ] On Behalf Of Irmawan Sadikin
Sent: Monday, December 10, 2007
7:16 PM
To: obrolan-bandar@ yahoogroups. com
Subject: Re: Balasan: Re:
[obrolan-bandar] Hati2 BUMI mau diguyur
ML ngeluaring analisa
BUMI
Earnings revision
We have raised core net income by 17% for FY08E and by 16% for
FY09E.
However, FY10 and FY11 forecasts are cut by 8% and 22%,
respectively. Our
year-end 2008 DCF estimate has risen by 5% to Rp2,772/sh, still
55% below the
last closing price of Rp6,150.
Be safe the road is bumpy
- Original Message
From: BEJ Trader [EMAIL PROTECTED] com
To: obrolan-bandar@ yahoogroups. com
Sent: Monday, December 10, 2007 2:53:34 PM
Subject: Re: Balasan: Re: [obrolan-bandar] Hati2 BUMI mau diguyur

Do you really know what you're talking about ?
- Original Message -
From: William
Tevez
To: obrolan-bandar@ yahoogroups.
com
Sent: Monday, December
10, 2007 2:36 PM
Subject: Balasan: Re:
[obrolan-bandar] Hati2 BUMI mau diguyur
Hati2 Bumi mau diguyur, tuker barang ke ANTM BMRI
Irawan Sudarman [EMAIL PROTECTED] com
wrote:
Saya percaya tuh kalau koreksi ke 5500
dasarnya pengharapan
On Dec 10, 2007 11:39 AM, OKI SINGGIH oki.singgih@ yahoo.com
wrote:
FEELING or HOPING?
- Original Message
From: PyRiEL PyRiEL pyriel.pyriel@ gmail.com
To: obrolan-bandar@ yahoogroups.
com
Sent: Monday, December 10, 2007 10:26:05 AM
Subject: Re: [obrolan-bandar] BUMI
dasarnya apa?
On 12/10/07, Vaulstrad [EMAIL PROTECTED] com wrote:
Percaya atau tidak, saya
yakin BUMI akan naik this week.
Looking for last minute shopping deals? Find them fast with
Yahoo!
Search.
Bergabunglah dengan orang-orang yang berwawasan, di bidang
Anda di Yahoo! Answers
Never miss a thing. Make Yahoo
your homepage.
# # #
This message has been scanned by F-Secure Anti-Virus for
Microsoft
Exchange.
For more information, connect to http://www.f- secure.com/
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Re: Balasan: Re: [obrolan-bandar] Hati2 BUMI mau diguyur
Kang Ocoy mungkin bisa bantu ngitungin nich fundamental BUMI. Salam. - Original Message - From: Hendra Santosa To: obrolan-bandar@yahoogroups.com Sent: Monday, December 10, 2007 4:40 PM Subject: RE: Balasan: Re: [obrolan-bandar] Hati2 BUMI mau diguyur Ada yang bisa di-share research-nya ML untuk tahu dasar perhitungannya? Kalau 2772 itu jauh lebih rendah daripada TP ANTM yang 46xx. HS -- From: obrolan-bandar@yahoogroups.com [mailto:[EMAIL PROTECTED] On Behalf Of arnold Sent: Monday, December 10, 2007 8:25 PM To: obrolan-bandar@yahoogroups.com Subject: Balasan: Re: [obrolan-bandar] Hati2 BUMI mau diguyur janggal banget.. separah2nya minyak, spread nya gak akan sejauh itu.. ML against other securities.. salam arnold --- In obrolan-bandar@yahoogroups.com, Rei [EMAIL PROTECTED] wrote: ML targetkan PTBA 15000, tapi BUMI cuma 2700 yah? Ada yg janggal? Bukannya BUMI yg banyak export? Saya nggak punya BUMI sih... --- In obrolan-bandar@yahoogroups.com, Irmawan Sadikin irmawan_sadikin@ wrote: Subject: BUMI (TP Rp2,772) - Merrill Lynch: Only for the brave and the nimble. Global assumptions on thermal coal price raised. Assumptions on sales and cost mix refined. Outcome: A mixed bag; Neutral reiterated. Current share pirce demands US$ 110/t thermal coal
RE: Balasan: Re: [obrolan-bandar] Hati2 BUMI mau diguyur
Beberapa yang aneh: 1. Di websitenya bumiresources 2007 core income bisa naik 61% (setelah dikurangi penjualan TATA), th 2008 cuma diprediksikan naik 17%? Walaupun diperkirakan terjadi kenaikan harga coal yang sedemikian tinggi? (malah sudah disebutkan asumsi coal $110). 95% penjualan th 2006 adalah export. 2. Perkiraan harga akhir tahun 2008 adalah 2772, padahal sekarang jelas harga 6000an dan PER nya masih rendah. Mining stock termahal se-universenya (ANTM) masih dihargai 46xx (dari harga 5000an waktu itu), sementara BUMI dihargai cuma 2772 (dari harga sekarang 6000). Berarti BUMI super termahal dari seluruh universe yang pernah terciptakan? Bingung antara riset beneran atau cuma romor saja ya? Wah kalau rumor semoga bisa diampuni dosa2nya. HS _ From: obrolan-bandar@yahoogroups.com [mailto:[EMAIL PROTECTED] On Behalf Of arnold Sent: Monday, December 10, 2007 8:25 PM To: obrolan-bandar@yahoogroups.com Subject: Balasan: Re: [obrolan-bandar] Hati2 BUMI mau diguyur janggal banget.. separah2nya minyak, spread nya gak akan sejauh itu.. ML against other securities.. salam arnold --- In obrolan-bandar@ mailto:obrolan-bandar%40yahoogroups.com yahoogroups.com, Rei [EMAIL PROTECTED] wrote: ML targetkan PTBA 15000, tapi BUMI cuma 2700 yah? Ada yg janggal? Bukannya BUMI yg banyak export? Saya nggak punya BUMI sih... --- In obrolan-bandar@ mailto:obrolan-bandar%40yahoogroups.com yahoogroups.com, Irmawan Sadikin irmawan_sadikin@ wrote: Subject: BUMI (TP Rp2,772) - Merrill Lynch: Only for the brave and the nimble. Global assumptions on thermal coal price raised. Assumptions on sales and cost mix refined. Outcome: A mixed bag; Neutral reiterated. Current share pirce demands US$ 110/t thermal coal Earnings revision We have raised core net income by 17% for FY08E and by 16% for FY09E. However, FY10 and FY11 forecasts are cut by 8% and 22%, respectively. Our year-end 2008 DCF estimate has risen by 5% to Rp2,772/sh, still 55% below the last closing price of Rp6,150. ### This message has been scanned by F-Secure Anti-Virus for Microsoft Exchange. For more information, connect to http://www.f-secure.com/
