MBSS updates 27/04/2014

MBSS .. terlalu menggoda untuk dilewatkan.. !! Price as of 27/4 2014 Rp 1010 Fair Value Rp 1973 reflecting forward PE2014 7.17x OUTPERFORM! pros : management sangat jelas memaparkan kondisi-kondisi yang terjadi di lapangan dan tindakan-tindakan yang bakal diambil untuk di tahun 2014, di antaranya meluaskan "wilayah operasional" , diversifikasi usaha ke barang non curah lain (bauksit , pipa untuk migas) , efisiensi, persiapan...

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MFIN update 27/4/2014

MFIN updates valuation Price as of 27/4 2014 Rp 750 Fair Value Rp 1539 reflecting forward PE2014 7.17x OUTPERFORM! Dahulu penulis pernah membahas MFIN secara lengkap MFIN di sini.. http://www.saham101.com/2013/07/mandala-multifinance-mfin-big-sparkling.html Stay tuned and stay rationalSubscribe this blog and spread it if u find useful.Shendy Lukito ...

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Treat a stock like your BUSINESS!!

“I am a better investor because I am a businessman and a better businessman because I am an investor.”- Warren Buffet Petuah terkenal ini pastinya anda sering denger ya. Ok tapi apa artinya sih dibalik kata-kata ini? "Ngapain sih Pak Shen perhatiin saham kaya business.. yang penting sahamnya naik/ percuma aja bisnisnya bagus tapi sahamnya ga naek-naek.... itu aja yang penting buat saya." ---->> banyak yang bilang kepada saya seperti ini.. Ok.. Lets...

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The Top 17 Investing Quotes of All Time

The Top 17 Investing Quotes of All Time (source : http://www.investopedia.com/financial-edge/0511/the-top-17-investing-quotes-of-all-time.aspx) 1. "An investment in knowledge pays the best interest." - Benjamin FranklinWhen it comes to investing, nothing will pay off more than educating yourself. Do the necessary research, study and analysis before making any investment decisions.2. "Bottoms in the investment world don't end with four-year lows; they end with 10- or 15-year lows." - Jim RogersWhile 10-15 year lows are not common, they do...

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LPCK short notes

LPCK short updates based on LK 2013  Current landbank 670 ha consist of   291 ha residential @5jt/m2  379ha industrial @2jt/m2  Plot ratio 60%  Shares outstanding 696jt dibuletin 700jt   Quick NAV -> Rp18.968 / shares Fair value 30% disc -> Rp 13.278/shares reflecting PE15x PBV5x FY2013   Shendy Lukito  Saham101.c...

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