UNTR - deep discount play

Bung Alfa, Selain masih undervalue, UNTR juga menikmati potensi kenaikan harga batubara kan ?. Bung Binngung, kalo itungan gue sih Rp. 1600 tuh FV… Malah ada salah satu sekuritas asing proyeksi FV nya Rp. 2300 tuh. Jadi beli aja deh…ngga rugi koq
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kalau PTBA itu fair value berapa? supaya saya jangan :oops: :oops: :oops: :cry: :cry: :cry:
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Bung Alfa, Selain masih undervalue, UNTR juga menikmati potensi kenaikan harga batubara kan ?. Bung Binngung, kalo itungan gue sih Rp. 1600 tuh FV… Malah ada salah satu sekuritas asing proyeksi FV nya Rp. 2300 tuh. Jadi beli aja deh…ngga rugi koq Bung BEJ, lapkeu Q3 2003 EPSnya 248, secara simple diannualized jadi 331, kalau pakai PER 7 (diskon dari PER IHSG yg antara 9 - 10) maka jadinya 2,317 per saham….. masuk akal kan hitungannya sekuritas asing itu…. Jangan sampai ketinggalan sama asing…..
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Bung Alfa, akurrr
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Ada artikel menarik di Forbes mengenai small-cap stocks: Small Or Large? Size Matters Vahan Janjigian, Director, Forbes Investment Advisory Institute, 11.11.03, 7:00 AM ET I was recently asked to comment on the surprisingly strong year-to-date performance of small-cap stocks. The S&P 500, a predominantly large-cap index, is up 20% so far this year. Yet the small-cap Russell 2000 has surged more than twice as much. The fact is that there is nothing surprising about small-cap stocks outperforming larger issues. This has long been recognized, in the academic community as well as on the trading floor. One of the best–but certainly not the first–studies on this subject was published in 1993 by Eugene Fama and Ken French. They segmented stocks into ten groups according to market capitalization and found that for 10-year holding periods, the smallest-cap stocks went up about six times in value on average while the largest stocks only about tripled. Yet investors tend to remember best what happened most recently. They also tend to extrapolate that recent experience into the future. In what eventually led to the 1990s stock market bubble, equities didn''t behave as they usually do. Indeed, instead of outperforming the larger issues, small caps significantly lagged them. The S&P 500 more than tripled in value for the five years ending December 1999. That works out to a 26% annualized rate of return–and that''s not counting dividends. And even within the index, the largest of the large-cap stocks did the best. Stocks like Microsoft (nasd: MSOFT), General Electric (nyse: GE), Intel (nasd: INTC) and Cisco (nasd: CSCO) were responsible for the bulk of the gains. During the same five years, the Russell 2000 only doubled in value, which is 15% on an annualized basis. Of course, that''s nothing to sneeze at, but it''s nowhere near the S&P''s result. The point is that although small-cap stocks don''t always outperform, they do on average, and for good reason: They tend to be riskier. And in an efficient market, investors will take on more risk only if they expect more reward. So we shouldn''t be surprised to see that small caps beat large caps most of the time. We should, however, be a little surprised by how much they have been outperforming in recent periods. That''s because the recent performance can''t be explained by the additional risk alone. According to Jim Oberweis, small caps will continue to lead the recovery for several years. His portfolio is up 111% year-to-date thanks to stocks like NetEase. What happened in the 1990s was an aberration. Masses of investors opened up e-trade accounts and began trading online. Short-term day trading gained popularity and these momentum-oriented investors piled into the most popular more liquid stocks. I believe what has been happening this year is a continuation of a long adjustment process. Small-cap stocks are making up for their lagging performance in the recent past. Although I expect them to continue beating the larger issues through the end of the year, the degree of out-performance we have witnessed so far this year isn''t likely to last that much longer. Probably soon after the new year, the larger issues will start closing the gap. Investors should be prepared to switch into larger stocks when that time arrives.
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batu bara naikkkkkkkkkkkkkk makin cepet aja neck ke 1250
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akhir tahun jadi 2000.
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Kalo UNTR 1600, PTBA ke brp?, HEXA brp ?, INTA brp ?, HITS ?, PTRO ?
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untr target 2000. repeat target 2000. loncatan kodok masih jauh. tarik big daddy!!
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Saya targetkan PER UNTR akan ke 2- 3 point di bawah PER IHSG, atau sekitar 7… Kecuali kalau proses restrukturisasi sudah final….
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