Research ZP

Our Comment\r\n\r\nCoal price at Australia’s Newcastle port reached its record at US$158.5 per ton. Concern over coal supply still lingers, driven by export cut from China and infrastructure bottleneck in Australia. Bumi Resources raised its estimate for coal price by 10% to US$77/ton for FY08 delivery. Accordingly we revise our earnings estimate by 23% to US$947m for FY08. Yesterday Bumi’s EGM approved plan to buyback maximum 582.1m shares (3% of issued shares) with maximum price of Rp11,600 a share. We recommend BUY with target price of Rp10,300. We also recommend BUY on Bukit Asam with target price Rp17,500.\r\n\r\nTimah’s EGM yesterday approved plan to split the stock with ratio 10 (new) for every 1(old). The company also distributes Rp1,773 DPS (yield =5.2%).\r\n\r\n \r\n\r\nRicardo Silaen\r\n\r\n \r\n\r\n \r\n\r\nHighlights\r\n\r\n• Bumi (BUY): To raise coal price to US$77/ton and AGM result\r\n\r\n• Indosat (TRADING BUY): To obtain US$450m loan facility\r\n\r\n• Mitra Adiperkasa (UNDER REVIEW): Sales grew 25% Y/Y in 5M08\r\n\r\n• Timah: AGM approved dividend and stock split\r\n\r\n• Barito Pacific: To issue unsecured notes for acquisition of Trypolyta\r\n\r\nFrom our chartist desk\r\n\r\n• JCI: Oil price is potentially pull back to US$124/bbl, after shooting US$136.7 level. Dow Jones was slightly up +0,5%, and Yen/Dollar currency sideways at 107. JCI has room for upside to 2470 with risk level 2382-2349, refer to candlestick chart pattern. Today’s trading range is between 2259-2323-2366 (supports) and 2430-2451-2515 (resistances) \r\n\r\n• AALI: Bullish can be seen on following candlestick chart and TD sequential buy countdown 4th . Target price is Rp27,500. TRADING BUY \r\n\r\n• LSIP: Strong bullish after Fibonacci retracement 61,8% ratio, with 2 step targets trend at Rp10,200 and Rp10,750. TRADING BUY.
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Miss violine,saya mau tanya tentang inkp untuk short term dan middle term,apa masih baik? Target price brapa? Thx.GOD BLESS
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Our Comment\r\n\r\nBapepam (the capital market regulatory body) plans to revise rule on tender offer this month. The new rule will address at least two issues: 1)To raise the minimum limit for changes in controlling stake, which will trigger a tender offer, from current 25%. 2) To stipulate a limit on minimum free float after a tender offer. \r\n\r\nChairman of Bapepam Ahmad Fuad Rahmany also stated that Qatar Telecom (Qtel), which recently acquired 40.8% of Indosat, will have to follow the new regulation. He indicated that Qtel will conduct a tender offer on Indosat, but not for all the remaining shares. There is a Presidential Decree No. 111/2007 which puts a limit on foreign ownership in telecom companies at maximum 49% for fixed-line operators and 65% for cellular operators. Since Indosat owns fixed-line as well as cellular businesses, Qtel might only be required to conduct a tender offer on the remaining 8.2%-24.2% shares.\r\n\r\nThe government, through AGM last Friday, appointed Hendi Prio Santoso as the new President Director of Perusahaan Gas Negara. Shareholders also approved to split the stock into five. We maintain BUY recommendation on the counter.\r\n\r\nRicardo Silaen\r\n\r\n \r\n\r\n \r\n\r\nHighlights\r\n\r\n• P Gas Negara (BUY): AGM result\r\n\r\n• Berlian Laju (BUY): Obtained Rp900b loan\r\n\r\n• Indosat (TRAD. BUY): Qtel may conduct a limited tender offer \r\n\r\n• Antam: To sign agreement on ferronickel project with BHP \r\n\r\n• Excelcomindo: To conduct secondary pubic offering\r\n\r\n• Gozco Plantations: Eyeing on acquisition\r\n\r\n• Panin Sekuritas: To conduct MSOP program\r\n\r\n• IPO Update: Verena Oto Finance\r\n\r\nFrom our chartist desk\r\n\r\n• JCI: Risk level for the JCI is 2382-2362, referring to moving average chart fluctuation. Limited upside until 2412. Today’s trading range is between 2349-2375-2387 (supports) and 2412-2427-2453 (resistances). We see that oil price will be corrected, while gold will experience a technical rebound.\r\n\r\n• AALI: Daily TD sequential buy set up 5th and moving average (MACD) in positive zone. Target price is Rp28800. TRADING BUY \r\n\r\n• ANTM: A continuation of wedge (bullish) chart pattern is formed, indicating that share price will rise, with long-term target trend at Rp4100. TRADING BUY.
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Ci Violine, lagi sibuk ya? atau lagi persiapan mau Married? smile) smile) smile) Sudah 2 hari ini tidak posting. Semoga anda selalu sehat dan banyak rejeki. :peace: :peace: :peace:
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Ci Violine, lagi sibuk ya? atau lagi persiapan mau Married? smile) smile) smile) Sudah 2 hari ini tidak posting. Semoga anda selalu sehat dan banyak rejeki. :peace: :peace: :peace: ZP lg bingung prediksi indeks yg sdg ga jelas spt ini, om. Hi hi hi…! http://www.websmileys.com/sm/dressed/bek114.gif
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Ci Violine, lagi sibuk ya? atau lagi persiapan mau Married? smile) smile) smile) Sudah 2 hari ini tidak posting. Semoga anda selalu sehat dan banyak rejeki. :peace: :peace: :peace: ZP lg bingung prediksi indeks yg sdg ga jelas spt ini, om. Hi hi hi…! http://www.websmileys.com/sm/dressed/bek114.gif iya ni ntong SAN SAN, beberapa hari ini prediksi u tentang GAP UP and GAP Down juga meleset. Biasanya DOW merah IHSG ijo, kali ini DOW IJO atau Merah, IHSG merah terus. kalau menurut g, siap2x beli PGAS, BBCA and INCO, sdh beberapa hari ini merah terus. Menurut ntong SAN SAN, sebaiknya masuk diharga berapa? Thx :peace: :peace: :peace:
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Ci Violine, lagi sibuk ya? atau lagi persiapan mau Married? smile) smile) smile) Sudah 2 hari ini tidak posting. Semoga anda selalu sehat dan banyak rejeki. :peace: :peace: :peace: ZP lg bingung prediksi indeks yg sdg ga jelas spt ini, om. Hi hi hi…! http://www.websmileys.com/sm/dressed/bek114.gif iya ni ntong SAN SAN, beberapa hari ini prediksi u tentang GAP UP and GAP Down juga meleset. Biasanya DOW merah IHSG ijo, kali ini DOW IJO atau Merah, IHSG merah terus. kalau menurut g, siap2x beli PGAS, BBCA and INCO, sdh beberapa hari ini merah terus. Menurut ntong SAN SAN, sebaiknya masuk diharga berapa? Thx :peace: :peace: :peace: Hr ini pola dsr IHSG kembali berfungsi. Opening gap down, closing ijo. Cuma kaga murni, om. Itu cuma gara2 BUMI naik banyak. Sy ga nafsu ma BBCA dan INCO. PGAS di 13,750 cukup menarik tuh. http://www.websmileys.com/sm/dressed/bek055.gif
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Ci Violine, lagi sibuk ya? atau lagi persiapan mau Married? smile) smile) smile) Sudah 2 hari ini tidak posting. Semoga anda selalu sehat dan banyak rejeki. :peace: :peace: :peace: ZP lg bingung prediksi indeks yg sdg ga jelas spt ini, om. Hi hi hi…! http://www.websmileys.com/sm/dressed/bek114.gif iya ni ntong SAN SAN, beberapa hari ini prediksi u tentang GAP UP and GAP Down juga meleset. Biasanya DOW merah IHSG ijo, kali ini DOW IJO atau Merah, IHSG merah terus. kalau menurut g, siap2x beli PGAS, BBCA and INCO, sdh beberapa hari ini merah terus. Menurut ntong SAN SAN, sebaiknya masuk diharga berapa? Thx :peace: :peace: :peace: Hr ini pola dsr IHSG kembali berfungsi. Opening gap down, closing ijo. Cuma kaga murni, om. Itu cuma gara2 BUMI naik banyak. Sy ga nafsu ma BBCA dan INCO. PGAS di 13,750 cukup menarik tuh. http://www.websmileys.com/sm/dressed/bek055.gif Bung 3, ane uda masuk PGAS 13750, besok turun ? Ambil lagi donk…Grafik nya cantik banget tuhhh….
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Bagus dong, bung Solo. Closing td udah 13,850. Udah cuan klu modalnya 13,750. Sy mah masuknya kemarin di 14,000. Hi hi hi… nyangkut! Tp sy yakin bakal lari ke 14,500 dlm wkt dekat! http://www.websmileys.com/sm/dressed/bek161.gif
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cici vio kemana nih….?kangen….
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