Thursday, August 19, 2010

BABY BULL FOR B7...

BABY BULL FOR B7....

Embah kirimkan grafik Elliott Wave buat B7 yg harganya SUDAH DEKAT dengan
saat KRISIS BESAR 2008 (Ulang KRISIS BESAR !!! yg kejadiannya mungkin 10 tahun sekali)


http://www.obrolanbandar.com/pwlunsp.png


http://www.obrolanbandar.com/pwlenrg.png


http://www.obrolanbandar.com/pwlbumi.png

Kapan lagi DAPAT HARGA MURAH ??? tanpa nunggu 10 tahun lagi

TURUN dan TURUN PAKSA itu BEDA....

Kalo TURUN PAKSA = Yg nurunin paksa mau BELI...
Laporan keuangan B7 itu dibuat nampak JELEK dan sahamnya dipaksa turun

Contoh untuk UNSP, kita bandingkan ama AALI:

Kedengarannya lucu membandingkan AALI dengan UNSP....

Tapi engga ada salahnya kita bandingkan... hehehe...

Date: 18-08-10 FINANCIAL RATIO COMPARISON
Sector: CPO
Ranked by: ROE
www.investdata.net

|-- ---- ------- --- --- --- ---- ---- --- ---------- ===--------- ===------ --------- ----------- ----------- ----- ------ --------
| | | |(1) (2) (3)| (4) (5)|(6)| (7) | (10) | (8) | (9) |(11)(12)(13|(14)(15)(16| (17)| (18) | MARKET|
| | | SALES |GRS OPR NET| |ROA| ROE | PER | COP | CLOP |YoY GROWTH |Q2/Q1 GROWT| | LAST | CAP. |
|NO|STOC|bio Rp |MAR PRF PRF| PBV DER| | |*LAST*| | | | OPR NET| OPR NET| PEG |PRICE |bio Rp |
| | |mio USD| % % % | | | Q1 Q2|QUARTR|TDY Q2 Q1|TDY Q2 Q1|TDY Q2 Q1|SAL PRF PRF|SAL PRF PRF| | |mio Usd|
|-- ---- ------- === === === ==== ==== === === ---****** --- -- -- === -- -- === -- -- --- --- === --- *** *** =====|======|=======|
| 1 AALI 3.517| 34 27 18| 5,0| 0,2| 16| 16 20|23 21|24| 23 35|16| 15 22|17| 16 23| -0 -17|-17| 15 18| 34|-1,41|19.800| 31.179|
| 2 UNSP 1.134| 39 29 8| 0,4| 1,0| 1| 3 2| 1 24|17| 24 18| 5| 7 7|17| 19 15| 8 37|-26| 5 19|-46|-0,65| 260| 3.443|
|-- ---- ------- === === === ==== ==== === === --- ====== -- -- -- === -- -- === -- -- --- --- === --- --- === =====|======|=======|

1. GRS MRG: Gross Margin to Sales (in %)
2. OPR PRF: Operating Profit to Sales (in %)
3. NET PRF: Net Profit to Sales (in %)
4. PBV: Stock Price to Book value
5. DER: Debt Equity Ratio
6. ROA: Return On Asset (in %)
7. ROE: Return On Equity (in %)
QTR: ROE Quartely, using Most Recent Quarter's Net Profit
8. COP: Capitalisation to Operating Profit (in years)
9. CLOP: Capitalisation + Liability to Operating profit (in years)
10. PER: Price Earning Ratio
QTR: PER using Most Recent Quarter's Net Profit
11. Sales Growth in % (Year on Year comparison)
12. Operating Profit Growth in % (YOY comparison)
13. Net Profit Growth in % - (YOY comparison)
14. Sales Growth in % - (Most Recent Quarter comparison)
15. Operating Profit Growth in % - (MRQ comparison)
16. Net Profit Growth in % - (MRQ comparison)
17. PEG = PER / Net Profit Growth

http://www.investdata.net/QZA2CPO6.TXT

- Gross margin:
UNSP = 39% dan AALI = 34%, Laba kotor UNSP lebih tinngi

- Operating profit:
UNSP =29% dan AALI = 27%, Laba operasi UNSP lebih baik

- Net Profit:
UNSP = 8% dan AALI = 18%, Laba bersih UNSP DROP, biasanya sih anggota B7 gede biaya bunga/keuangan.

Akibatnya ROE UNSP cuman 2% sedang AALI = 20%

Tapi kalo mau dibikin bagus kan gampang, tinggal balik tangan doang karena performance operasinya bagus, yg bikin jelek kan soal pendanaan/keuangan diluar operasi..

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