Alfa's Profile

Your Profile Pic


Birth Date : -

Website : -

Point : 917

About me


1500 Points


No article yet.


Topic Posts Views Last post

UNTR - deep discount play

pages: 1 2 3 4 ... 25
244 9243 01 Dec, 2007 06:15

Tanya: free cashflow & EM

6 135 17 Apr, 2020 11:24


Seharusnya BNBR sebagai holding melakukan konsolidasi bersih-bersih. Anak perusahaan yang tidak masuk kategori core business commodities & energy seharusnya dijual saja, seperti ELTY, BTEL, VIVA.
20 Oct, 2015 08:19
Memang tahun 2016 akan banyak hutang valas jatuh tempo. Just fyi, Trikomsel Oke berpotensi default:

Jakarta-based Trikomsel last week said it can’t service its debts indefinitely and wants to restructure S$215 million ($155 million) of notes. That signals more pain for Singapore issuers amid poorer returns from debt-funded spending binges as costs rise with the U.S. dollar, S&P said last week. A Trikomsel default would mark Singapore’s first bond failure since Celestial Nutrifoods Ltd. and Sino-Environment Technology Group Ltd. skipped repayments in 2009.

Bloomberg - Singapore Set to Suffer Indonesia's Defaults as Well as Its Smog

Kalau USD/IDR masih di level 14000-15000 dan suku bunga Fed naik, bakal ada debt crisis buat Indonesia.
20 Oct, 2015 14:15
Indonesian property firm PT Graha Andrasentra Propertindo, a unit of PT Bakrieland Development Tbk, plans an initial public offering in Janaury to raise 300 billion rupiah ($22.59 million), Kontan newspaper reported, quoting Agus Jayadi Alwie, director at Bakrieland.

The company plans to sell 10 percent of its stake and has appointed Danatama Securities as underwriter, the report said.
It seems that this site is doomed.
06 Apr, 2016 00:38