CLPI: H1/2011 Result

CLPI                       Date : 29-07-11
               Financial Performance (in billion Rp)
                          www.investdata.net
             
                           2011                        2010|         2009|
         29-07-11 ....Q2 ....Q1|....Q4 ....Q3 ....Q2 ....Q1|....Q4 ....Q3|
---------- ------ ====== ------|------ ------ ====== ------|------ ------
Sales                351    171    516    381    249    111    447    335
COGS                 309    150    454    339    221     98    379    281
Gross Marg            41     20     62     41     27     12     68     53
GM (%)                11     11     12     11     11     11     15     16
Opr Profit            28     14|    39     23     16      7|    45     36
OP (%)                 8      8      7      6      6      6     10     11
Net Profit            20     10|    28     17     12      5|    30     25
NP (%)                 5      5      5      4      4      4      6      7
---------- ------ ====== ------|------ ------ ====== ------|------ ------
Stk Price   2.575  2.225    385|   345    465    420    490| 1.650  1.650
Book Value           479    471|   439    404    386    394|   376    359
PBV          5,37   4,64   0,82|  0,79   1,15   1,09   1,24|  4,38   4,59
DER                 1,67   1,31|  1,05   1,31   1,21   0,85|  0,90   0,95
---------- ------ ====== ------|------ ------ ====== ------|------ ------
ROE (%)               28     27|    21     19     20     18|    26     31
ROE (Qtr)             29     27     31     18     23     18     17     93
ROA (%)               10     11|    10      8      9      9|    14     16
Opr prof/share        92     46|   128     78     54     24|   148    120
EPS                   68     32|    92     58     40     17|   100     84
EPS (Qtr)             35     32|    34     18     22     17|    16     84
EPS (Annu)           136    130|    92     78     80     71|   100    112
PER         18,82  16,27   2,95|  3,72   5,95   5,21   6,82| 16,35  14,69
PER (Qtr)   18,02  15,57   2,95|  2,52   6,37   4,70   6,82| 24,80   4,90
---------- ------ ====== ------|------ ------ ====== ------|------ ------
COP (year)  13,88  11,99   2,09   2,69   4,47   3,84   5,00  11,09  10,26
CLOP(year)  18,21  16,32   5,44   6,28   9,56   8,13   8,43  13,37  12,39
CLOP(Qtr)   18,11  16,24   5,44   4,00  10,63   7,38   8,43  17,63   4,13
---------- ------ ====== ------|------ ------ ====== ------|------ ------
Sales Growth(%)       41     53     15     13
Op.Prof Growth(%)     69     88    -13    -35
Net.Prof/EPS Grow     69     81     -7    -30
PEG (<1)            0,23   0,04| -0,47  -0,20
---------- ------ ====== ------|------ ------ ====== ------|------ ------
Sales(Qtr)           180    171    135    132    137    111    112    335
COGS (Qtr)           159    150    115    117    122     98     98    281
Gross Marg(Qtr)       21     20     20     14     14     12     14     53
GM (%)                11     11     14     10     10     11     12     16
OP.PR (Qtr)           14     14     15      7      9      7      8     36
OP %                   7      8     11      5      6      6      7     11
NET.PR (Qtr)          10     10     10      5      6      5      5     25
NP %                   6      5      7      4      4      4      4      7
---------- ------ ====== ------|------ ------ ====== ------|------ ------
Asset                392    334|   275    286    261    224|   219    215
Liability            245    189|   140    162    143    103|   103    104
Equity               146    144|   134    124    118    120|   115    110
Capitalis.    788    681    117|   105    142    128    150|   505    505
Share(mil)           306    306    306    306    306    306    306    306
---------- ------ ====== ------|------ ------ ====== ------|------ ------

- http://www.investdata.net/QQFCLPI.TXT

Perhatikan perkembangan kenaikan EPS 3 bulanan VS Harga CLPI

KWARTAL EPS PRICE
--------- --- -----
- Q2/2011 35 2225 (Last price 2575)
- Q1/2011 32 385
- Q4/2010 34 345
- Q3/2010 18 465
- Q2/2010 22 460
- Q1/2010 17 490

Dan putuskan ini saham GORENGAN atau BUKAN ?

Coba kalo dilihat dari sini, gorengan bukan ?:

Net Profit 9 bulan 2009 = 25, harga = 1650
Net profit 12 bulan 2009 = 30, harga = 1650

Net profit 3 bulan 2010 = 5, harga = 490 (ambrol)
Net Profit 12 bulan 2010 = 28, harga 345

Net profit 3 bulan 2011 = 10, harga 385 (belum naik)
Net Profit 6 bulan 2011 = 20, harga 2225 (naik banyak) last 2575

--> Jadi Net profit 12 bulan 2011 = 40

Bandingkan dengan harga 2009:
- Net profit 12 bulan 2009 = 30, harga = 1650

WAJAR engga dibanding harga CLPI 2009 ?

Lap keuangan H1/2011 buat GJTL belum direlease ...