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- JPM Indo: Sell PGAS Buy ENRG
Sell PGAS, buy ENRG Stevanus Juanda (analyst) has downgraded his rating on PGAS from O/W to U/W. He cuts his FY11-12 EPS by 12% and 20%, placing it below consensus (4% lower on FY11). He cuts his DCF ..
- Holcim Indonesia (SMCB IJ, Rp 2,175 HOLD) Rich valuation / Danareksa
Holcim Indonesia Rich valuation Upcoming expansion In late December 2010 Holcim commenced ground breaking for the construction of the new plant in East Java near Semen Gresik’..
- How to deal with uncertainty and risk?
 Beberapa waktu lalu saya pernah berbincang dengan seorang teman laman via YM., sebut saja namanya Abu. Sebenarnya isi obrolan ini pernah dicurahkan pada sebuah tulisan di sebuah forum, saya akan ..
- Harga Rupiah, Harga minyak, BBM dan Om Kwik
Obrolan malam minggu dengan Pak Chandra tentang seorang ekonom Negara kita “Kwik Kian Gie”, cukup menggelitik saya. Bertahun-tahun lalu semasa reformasi berkibar nama ini sempat muncul dan..
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