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sopjagung


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Tolong status gue diturunin dong

5 60 06 Mar, 2010 08:17

Diam-diam ada rekor baru yang pecah!!!!

pages: 1 2
19 138 13 Feb, 2008 14:23

Laporan keuangan emiten di BEJ kini dalam format lebih baik

9 358 17 Jun, 2007 09:07

KSC Terancam?

5 51 18 Jul, 2007 08:10

Gue selalu curiga sama yang nawarin 3% per bulan gini ...

pages: 1 2
11 78 25 Nov, 2005 03:54

Apa sih parameter penentu sebuah topic sudah layak di-lock?

3 23 09 Jun, 2006 06:09

TINS.. TINS... Ketika harga timah membaik lagi Part 4

pages: 1 2 3 4 ... 53
522 1288 03 Feb, 2006 10:54

Money (Risk) Management

3 131 01 May, 2004 08:55

Seperti apakah "mindset of the rich" itu?

pages: 1 2 3 4
34 835 09 May, 2004 02:12

Prospek timah tahun 2004

10 397 17 Jun, 2005 10:46

Apa sih efek IPO anak perusahaan terhadap saham induknya?

pages: 1 2
12 194 17 Apr, 2020 11:31

Kapan nih giliran INKP & TKIM?

 Closed
5 235 15 Mar, 2006 01:12

Posts

Udah bosen nih nungguin 2 saham ini terbang…. smile Kapan sih agreement restrukturisasi utangnya bakal ditandatangani?
BEJ kelihatannya sedang berbenah dan memperbaiki diri. Baru saja saya ngecek ke BEJ dan ternyata lapkeu triwulan III sudah banyak yang masuk. Tentu saja formatnya belum seragam dan berbeda-beda setiap company, tapi paling tidak laporan keuangannya diberikan yang lengkap. Kalau mau liat banyak lapkeu, siap2 aja download data puluhan MB. Link-nya ada di sini
Sebagai contoh: UNTR punya Pamapersada dan Berau Coal yang kontribusinya lebih dari 50% terhadap sales UNTR. Apa yang akan terjadi pada harga saham UNTR kalau kedua perusahaan itu didivestasi/di-IPO-kan? DYNA juga punya Berli Prospak yang kontribusinya kira-kira 1/5 dari sales DYNA. Apa yang akan terjadi pada harga saham DYNA kalau Berli Prospak IPO? Thanks atas pencerahannya.
Gak perlu lah, butuh space kebanyakan kalo semua lapkeu ditaro di KSC. Lagian seperti yang gue bilang di atas, JSX udah bagus kok. Laporan keuangan yang ada di sana bukan laporan singkat 1 lembar seperti yang dulu, tapi FULL REPORT dari tiap emiten. Konsekuensinya ya formatnya beda-beda, suka-suka tiap emiten. Tapi ini lebih bagus, soalnya kita jadi dipaksa belajar baca financial report
Gue nggak vote deh, tapi masalah yang sering gue temuin sama seperti firelight, sering ada error msg “no entry” Kayanya baru belakangan ini muncul error seperti itu
Hehehehe, sebenarnya sih gue lagi ngincer saham DYNA & UNTR. Makanya gue pengen tau tentang efek IPO. Kalo Berli Prospak IPO, gue sih berharap DYNA kepemilikannya tetap 51% (baru2 ini dia ngambil 2% lagi buat jadi majority di Prospak). Perkembangan sales-nya Berli Prospak terus naik sejak dibeli DYNA tahun 2000, kalo ekonomi Thailand bagus terus, dalam beberapa tahun ke depan dia bisa jadi kontributor penting buat sales DYNA. Sekarang aja udah 1/5 sales-nya DYNA dan masih terus naik. Nah, kalo UNTR, gue pengen tau abis IPO(atau divestasi) Pamapersada dan Berau, dia mau ngapain? Kalo duitnya cuma buat bayar utang doang, memang utangnya akan berkurang banyak, tapi kan sales berkurang, cashflow berkurang, otomatis nilai sahamnya juga turun dong? Masih bingung nih, bukan analis saham sih, cuma terkadang suka mikir yang rumit2 aja smile
26 Nov, 2003 00:57
Bagaimana prospek timah tahun 2004? Di bawah adalah file yang dipresentasikan pada LME Week bulan Oktober lalu. Isinya sudah diterjemahkan ke dalam Bahasa Indonesia. Kalau ingin melihat file aslinya, bisa di-download sendiri di http://www.lme.co.uk/downloads/Nickel_and_Tin.ppt
02 Dec, 2003 01:23
Harga timah di LME sudah 5595 USD/ton, bandingkan dengan harga awal Oktober lalu yang masih 5000 USD/ton. Kenaikannya lebih dari 10% hanya dalam jangka 2 bulan saja. Tambang Timah Tbk punya inventory setara dengan 10% supply timah dunia. Selama belum ada pembukaan tambang baru dengan volume produksi besar, harga TINS masih aman.
03 Dec, 2003 01:38
man, avatar loe ganti FIYU aja smile
13 Dec, 2003 15:32
ODJ OUTLOOK 2004: Palm Oil May Gain Further As Supply Remains Tight – Production Growth To Slow – Refiners Unfazed By High Prices By Benjamin Low Kuala Lumpur, Dec. 3 (Dow Jones) - Shrinking supplies and robust demand will help crude palm oil prices, near 5-year highs in late 2003, stay around those levels in 2004, industry participants said. “Strong global economic growth, particularly in (populous) countries such as China and India, a weakening U.S. dollar and capricious weather can prolong this (supply) tightness and give us a classic bull market (in 2004),” said Dorab Mistry, director of London-based Godrej International Ltd. and an influential forecaster. “If that were to be the case, prices will not peak until January 2004 and we could even have a second leg up around July,” he said. Yet, refiners and downstream industry players, typically the losers in a bull market, are unfazed, at least for now. “We feel that there will be a good future for our industry in 2004. When the economy is good, people spend more,” said P.N. Agarwal, group managing director of Malaysia''s Premium Vegetable Oils Bhd., a specialty fats maker that exports worldwide. CPO prices in Malaysia, the world''s largest producer of the commodity, were on the decline in the early part of 2003 amid concerns of slowing demand. Those fears, however, proved unwarranted as exports soared to record high levels, eroding inventories and triggering a surge in prices in the fourth quarter. The benchmark third month CPO futures contract on the Malaysia Derivatives Exchange, which fell to a low of 1,233 ringgit ($1=MYR3.smile a metric ton in August 2003 from MYR1,644/ton at the end of 2002, has since rebounded to touch a high of MYR1,846 in November, its strongest level since February 1999. Prices look set to stay around those levels at least in the first half of 2004, underpinned by the current supply tightness and a positive technical momentum, analysts said. Industry participants from producers to traders forecast prices to range from MYR1,500 to MYR1,800 in 2004 on average, with the key MYR2,000/ton level likely to be tested in early 2004. “One can expect palm oil prices to range between MYR1,600 to MYR2,150 during the first quarter. During the second quarter, prices might form a slightly lower range of MYR1,450 to MYR1,850,” said Tajgir Rahman, chief technical analyst at India-based commodities research firm Foretell Capital Trust. The benchmark February CPO futures contract ended at MYR1,763/ton Tuesday, down MYR19/ton from Monday''s close. Prices may ease toward the second half of 2004 because of an expected increase in the production of soybean and soyoil, a direct competitor to palm oil, participants said. OUTPUT GROWTH TO SLOW IN 2004 Supply, or rather the lack of it, is likely to be the main theme in 2004. Malaysian palm oil stocks fell to 875,083 tons in October, enough only to meet about 80% of the average monthly demand. There are fears now that stocks could see a further dip in early 2004. Private surveyor Palmis Management Bhd. in Malaysia, for example, has forecast stocks at 700,000 tons by end-January. Adding credence to the bullish outlook are prospects of a slowdown in CPO output because of cyclical factors. “For next year, we can say that there won''t be an increase in production,” said M.R. Chandran, chief executive of the Malaysian Palm Oil Association, which represents nearly 95% of Malaysia''s plantation companies. Production in Malaysia, the world''s top producer, is forecast around 12.8 million to 13.1 million tons in 2004, compared with an estimated 13.0 million in 2003. In Indonesia, the second largest producer, output is forecast at 10.4 million tons in 2004, compared with an estimated 9.9 million tons in 2003, according to the Indonesian Palm Oil Producers Association, or GAPKI. “The high rate of growth of around 12% which was experienced in the early 1990s will not be repeated,” said GAPKI chairman Derom Bangun. Soyoil supply is also likely to be tight in 2004, with the U.S. Department of Agriculture forecasting U.S. stocks of 1.155 billion pounds at end- September 2004, down from 1.218 billion pounds at the end of September 2003. Meanwhile, the demand for palm oil in Malaysia, which hit a new monthly record high of around 1.3 million tons each in July, August and September 2003, isn''t expected to slow any time soon. Combined monthly exports from Malaysia and Indonesia hit an average 1.8 million tons in the third quarter of 2003. Economic growth coupled with palm oil''s price discount of around $100/ton to soyoil will continue to fuel demand in 2004, traders said. Industry publication Oil World has forecast world consumption of palm oil around 28.1 million tons for the marketing year ending September 2004, up from 27.4 million tons in the previous year. REFINERS UNFAZED BY HIGH PRICES Strong CPO prices would translate to huge profits for plantations as a ton of CPO usually costs MYR500 to MYR800 per ton to produce in Malaysia and even lower in Indonesia. For refiners, however, strong CPO prices typically mean tough times as margins get squeezed. But 2004 may be a different story as the overcapacity that has long plagued the industry has eased in recent years, giving refineries more pricing power, refiners said. Instead, the major issue faced by the industry now is where additional supplies can be found to satisfy the expected strong demand in 2004. “If we cannot locate additional supply, prices will have to do the job of rationing demand,” Godrej''s Mistry said. In other words, strong demand would leave enough room for refiners to pass on the additional costs from higher raw material prices to end users, at least in the short term, until demand itself gets rationed by higher prices. Such demand rationing is unlikely but not entirely impossible, because if CPO prices continue escalating and the discount to soyoil narrows, consumers may again look to soyoil. “The same thing happened during the 1998-1999 rally. Prices suddenly came crashing down because people switched to soyoil. So, we need to maintain our market share,” said MPOA''s Chandran. Downstream players also don''t expect prices to remain high for too long to cause them trouble. “I''m not too worried about prices. When the South American (soybean) crop comes into play, prices will come back down,” said Premium Vegetable Oil''s Agarwal. Brazil and Argentina are forecast by the USDA to produce a record 98 million tons of soybeans in the year ending January 2005. The new crop will be harvested from March 2004.
:-O 3 AM dan 4 AM??? Bung PT saingannya kalong ya, jam 4 pagi masih belum tidur??? smile
smile smile smile Tahun lalu memang BQ yang pegang peranan, gue inget tuh akhir tahun 2002 kemaren, TLKM disikat ke atas sama BQ sampe tembus 3000….

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