UNTR Date : 30-10-12
Financial Performance (in billion Rp)
www.investdata.net
2012 2011| 2010|
30-10-12 ....Q3 ....Q2 ....Q1|....Q4 ....Q3 ....Q2 ....Q1|....Q4|
---------- ------ ------ ------ ====== ------ ------ ------ ====== ------
Sales 44.137 30.610 15.027 55.052 39.752 25.618 12.648 37.323
COGS 35.919 25.076 12.416 44.859 32.520 21.178 10.416 30.528
Gross Marg 8.217 5.534 2.611 10.193 7.231 4.439 2.232 6.795
GM (%) 18 18 17 18 18 17 17 18
Opr Profit 5.922 4.082 1.931| 7.615 5.506 3.343 1.700| 5.162
OP (%) 13 13 12 13 13 13 13 13
Net Profit 4.468 3.087 1.526| 5.900 4.348 2.540 1.297| 3.872
NP (%) 10 10 10 10 10 9 10 10
---------- ------ ------ ------ ====== ------ ------ ------ ====== ------
Stk Price 20.950 20.700 21.350 33.000|26.350 22.000 24.900 21.700|23.800
Book Value 7.608 7.423 7.434| 7.056 6.819 6.658 5.231| 4.850
PBV 2,75 2,72 2,88 4,44| 3,73 3,23 3,74 4,15| 4,91
DER 0,77 0,85 0,72| 0,76 0,74 0,63 0,85| 0,84
---------- ------ ------ ------ ====== ------ ------ ------ ====== ------
ROE (%) 21 22 22| 22 22 20 29| 24
ROE (Qtr) 19 22 22 23 28 20 29 22
ROA (%) 11 12 12| 12 13 12 16| 13
Opr prof/share 1.587 1.094 517| 2.041 1.476 896 511| 1.551
EPS 1.197 827 409| 1.581 1.165 681 390| 1.164
EPS (Qtr) 370 418 409| 416 484 333 390| 274
EPS (Annu) 1.597 1.655 1.637| 1.581 1.554 1.362 1.560| 1.164
PER 13,12 12,96 12,90 20,16| 16,66 14,15 18,28 13,91| 20,44
PER (Qtr) 14,14 13,97 12,76 20,16| 15,83 11,34 18,69 13,91| 21,69
---------- ------ ------ ------ ====== ------ ------ ------ ====== ------
COP (year) 9,90 9,78 9,75 15,93 12,91 11,18 13,89 10,62 15,34
CLOP(year) 12,67 12,55 12,63 18,50 15,55 13,73 16,23 12,78 17,96
CLOP(Qtr) 13,60 13,47 11,98 18,50 14,04 11,65 16,51 12,78 18,76
---------- ------ ------ ------ ====== ------ ------ ------ ====== ------
Sales Growth(%) 11 19 18 47
Op.Prof Growth(%) 7 22 13 47
Net.Prof/EPS Grow 2 21 17 52
PEG (<1 ----------="----------" ------="------" 0="0" 1.235="1.235" 1.242="1.242" 1.297="1.297" 1.381="1.381" 1.526="1.526" 1.552="1.552" 1.560="1.560" 1.642="1.642" 1.700="1.700" 1.734="1.734" 1.808="1.808" 1.839="1.839" 1.931="1.931" 10.416="10.416" 10.762="10.762" 10.843="10.843" 10="10" 11.342="11.342" 12.338="12.338" 12.416="12.416" 12.648="12.648" 12.660="12.660" 12.969="12.969" 12="12" 13.526="13.526" 13="13" 14.133="14.133" 14.712="14.712" 15.027="15.027" 15.300="15.300" 15.583="15.583" 15.641="15.641" 15="15" 17.404="17.404" 17="17" 18.736="18.736" 18="18" 19.882="19.882" 19="19" 1="1" 2.108="2.108" 2.150="2.150" 2.163="2.163" 2.207="2.207" 2.232="2.232" 2.611="2.611" 2.683="2.683" 2.791="2.791" 2.922="2.922" 2.961="2.961" 21.921="21.921" 23.470="23.470" 24.836="24.836" 25.437="25.437" 27.691="27.691" 27.730="27.730" 28.378="28.378" 3.326="3.326" 3.730="3.730" 32.117="32.117" 40.477="40.477" 44.173="44.173" 47.612="47.612" 4="4" 50.300="50.300" 51.162="51.162" 7.776="7.776" 72.193="72.193" 77.213="77.213" 78.146="78.146" 79.638123.094="79.638123.094" 82.062="82.062" 9.510="9.510" 912="912" 92.880="92.880" 9="9" and="and" asset="asset" capitalis.="capitalis." cogs="cogs" equity="equity" error="error" gm="gm" gross="gross" liability="liability" marg="marg" mil="mil" net.pr="net.pr" np="np" omission="omission" op.pr="op.pr" op="op" pre="pre" sales="sales" see="see" share="share" tr="tr">
- http://www.investdata.net/QQKUNTR.TXT
Note
- Yearly growth masih positif
Lihat Laba Rugi 3 bulanan dibagian bawah:
- Profit 3 bulanan tertinggi = 1808 (QTR 3 2011)
- Profit 3 bulanan terendah = 1381 (QTR 3 2012)
Pertanyaan:
- Apalah Q3/2012 akan jadi Profit terendah lalu naik lagi ?
- Atau Profit Q4/2012 masih akan lebih rendah lagi ?
Tentunya jawaban ini tergantung dari prospek industri batubara kedepan ....
For comparison:
Date: 30-10-12 FINANCIAL RATIO COMPARISON
Sector: ALL STOCK
Ranked by: YoY Operating Profit Growth
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 |Q3/Q2 GROWT| | LAST | CAP. |
|NO|STOC|bio Rp |MAR PRF PRF| PBV DER| | |*LAST*| | | | OPR NET| OPR NET| PEG |PRICE |bio Rp |
| | |mio USD| % % % | | | Q2 Q3|QUARTR|TDY Q3 Q2|TDY Q3 Q2|TDY Q3 Q2|SAL PRF PRF|SAL PRF PRF| | |mio Usd|
|-- ---- ------- === === === ==== ==== === === ---****** --- -- -- === -- -- === -- -- --- --- === --- *** *** =====|======|=======|
| 1 PWON 1.609| 57 51 35| 5,1| 1,5| 10| 28 28|31 16|18| 16 12|12| 11 8|16| 15 12| 59 99|150| 0 -6| 10| 0,12| 295| 14.207|
| 2 ASRI 1.718| 62 53 42| 2,5| 1,4| 9| 26 23|20 12|10| 8 9| 8| 7 7|13| 12 12| 67 85| 77| 36 24| 17| 0,14| 580| 10.360|
| 3 SMRA 2.199| 50 27 20| 4,2| 2,6| 6| 23 21|21 20|19| 18 17|14| 14 13|23| 22 21| 38 60| 76| -2 -7|-10| 0,25| 1.720| 11.821|
| 4 ARNA 829| 33 20 13| 4,3| 0,6| 17| 25 27|35 12|15| 12 10|10| 8 7|12| 9 8| 20 54| 64| 10 33| 43| 0,24| 1.310| 2.404|
| 5 ROTI 855| 46 14 11|10,2| 0,6| 12| 24 20|15 64|48| 45 28|38| 36 22|41| 38 24| 52 35| 34| -3 -40|-38| 1,40| 6.200| 6.276|
|-- ---- ------- === === === ==== ==== === === ---****** --- -- -- === -- -- === -- -- --- --- === --- *** *** =====|======|=======|
| 6 CPIN 15.911| 24 20 15| 6,3| 0,4| 27| 47 41|39 16|15| 15 16|11| 11 12|12| 12 13| 16 30| 27| 6 -14|-14| 0,55| 3.075| 50.423|
| 7 JSMR 5.593| 41 41 23| 4,7| 1,7| 7| 23 20|18 26|22| 22 19|12| 12 11|17| 17 16| 37 29| 38| 28 -19|-26| 0,59| 5.800| 39.440|
| 8 SMGR 13.667| 46 31 24| 5,5| 0,4| 20| 28 28|32 17|19| 18 15|15| 15 12|16| 16 14| 17 25| 22| 14 17| 17| 0,86|14.850| 88.084|
| 9 UNVR 20.344| 50 24 17|39,0| 1,4| 39|124 95|** 37|40| 40 37|30| 30 28|31| 31 29| 17 21| 20| 3 19| 13| 1,97|26.150|199.524|
|10 TLKM 57.413| 33 33 17| 3,9| 1,1| 12| 28 27|29 13|14| 14 12| 7| 7 6| 9| 9 8| 8 16| 19| 9 12| 15| 0,75| 9.600|193.535|
|-- ---- ------- === === === ==== ==== === === ---****** --- -- -- === -- -- === -- -- --- --- === --- *** *** =====|======|=======|
|11 UNTR 44.137| 18 13 10| 2,7| 0,7| 11| 22 21|19 14|13| 12 12| 9| 9 9|12| 12 12| 11 7| 2|-13 -14|-11| 4,76|20.950| 78.146|
|12 BBCA 20.143| 70 49 41| 4,0| 7,6| 2| 23 22|24 16|18| 17 16|15| 14 13|43| 42 42| 11 6| 8| 4 3| -0| 2,24| 8.200|200.544|
|13 AUTO 6.168| 16 6 12| 3,0| 0,7| 12| 22 20|19 15|14| 14 12|29| 29 25|36| 37 31| 13 4| 1| -1 -19|-10| 8,56| 3.850| 14.844|
|14 AALI 8.574| 35 27 19| 3,9| 0,4| 18| 24 26|34 11|14| 15 16|10| 10 11|11| 12 12| 8 -5|-10| -4 22| 22|-1,46|20.900| 32.912|
|15 PTBA 8.721| 44 30 25| 4,3| 0,3| 25| 39 35|30 14|12| 12 10|10| 10 8|11| 11 9| 12 -6| -5| 5 -7| -5|-2,33|15.850| 36.520|
|-- ---- ------- === === === ==== ==== === === ---****** --- -- -- === -- -- === -- -- --- --- === --- *** *** =====|======|=======|
|16 GGRM 35.599| 18 12 8| 3,8| 0,6| 9| 17 15|14 26|24| 22 28|16| 15 19|19| 17 21| 16 -15|-20| -0 3| 1|-1,17|50.300| 96.781|
|17 LSIP 3.372| 41 33 28| 2,6| 0,1| 17| 22 20|20 13|12| 13 14|10| 11 12|11| 12 13| -4 -28|-27| -7 -8| -8|-0,46| 2.375| 16.204|
|18 KKGI 1.535| 33 19 14| 4,4| 0,4| 29| 55 43|25 17|10| 10 12| 7| 7 8| 8| 8 9| -1 -36|-36| -1 -37|-42|-0,28| 2.975| 2.975|
|-- ---- ------- === === === ==== ==== === === --- ====== -- -- -- === -- -- === -- -- --- --- === --- --- === =====|======|=======|
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/QZC3ALL2.TXT
============================================================================
KKGI: Q3/2012 Result
KKGI Date : 30-10-12
Financial Performance (in billion Rp)
www.investdata.net
2012 2011| 2010|
30-10-12 ....Q3 ....Q2 ....Q1|....Q4 ....Q3 ....Q2 ....Q1|....Q4|
---------- ------ ------ ------ ====== ------ ------ ------ ====== ------
Sales 1.535 1.019 495 2.127 1.566 981 371 969
COGS 1.026 657 302 1.257 922 588 230 628
Gross Marg 508 362 193 869 643 392 141 340
GM (%) 33 35 38 40 41 40 37 35
Opr Profit 298 235 133| 633 471 295 113| 237
OP (%) 19 23 27 29 30 30 30 24
Net Profit 218 174 99| 450 344 214 81| 166
NP (%) 14 17 20 21 22 21 22 17
---------- ------ ------ ------ ====== ------ ------ ------ ====== ------
Stk Price 2.975 2.975 4.200 7.050| 6.450 4.725 5.000 3.850| 3.700
Book Value 675 631 756| 657 601 471 388| 306
PBV 4,41 4,41 6,65 9,32| 9,82 7,86 10,60 9,90| 12,06
DER 0,48 0,49 0,36| 0,49 0,53 0,73 0,56| 0,72
---------- ------ ------ ------ ====== ------ ------ ------ ====== ------
ROE (%) 43 55 52| 68 76 90 84| 54
ROE (Qtr) 25 47 52 64 86 112 84 0
ROA (%) 29 37 38| 46 50 52 54| 31
Opr prof/share 298 235 133| 633 471 295 113| 237
EPS 218 174 99| 450 344 214 81| 166
EPS (Qtr) 43 75 99| 105 130 132 81| 0
EPS (Annu) 290 349 397| 450 459 428 327| 166
PER 10,23 10,23 12,03 17,76| 14,33 10,29 11,66 11,75| 22,29
PER (Qtr) 17,08 17,08 13,94 17,76| 15,26 9,08 9,44 11,75|***,**
---------- ------ ------ ------ ====== ------ ------ ------ ====== ------
COP (year) 7,47 7,47 8,92 13,16 10,19 7,51 8,47 8,51 15,60
CLOP(year) 8,28 8,28 9,57 13,68 10,70 8,01 9,05 8,99 16,53
CLOP(Qtr) 13,03 13,03 11,10 13,68 10,50 7,13 7,34 8,99 13,60
---------- ------ ------ ------ ====== ------ ------ ------ ====== ------
Sales Growth(%) -1 3 33 119
Op.Prof Growth(%) -36 -20 18 166
Net.Prof/EPS Grow -36 -18 21 171
PEG (<1 ----------="----------" ------="------" -0="-0" 0="0" 1.000="1.000" 1.001="1.001" 1.031="1.031" 101="101" 105="105" 113="113" 12="12" 130="130" 132="132" 133="133" 141="141" 145="145" 14="14" 161="161" 169="169" 176="176" 17="17" 182="182" 18="18" 193="193" 19="19" 2.975="2.975" 20="20" 217="217" 21="21" 220="220" 226="226" 22="22" 230="230" 251="251" 275="275" 27="27" 28="28" 29="29" 3.700="3.700" 3.850="3.850" 302="302" 304="304" 306="306" 309="309" 30="30" 316="316" 320="320" 322="322" 325="325" 32="32" 333="333" 335="335" 344="344" 354="354" 358="358" 369="369" 371="371" 37="37" 388="388" 38="38" 4.200="4.200" 4.725="4.725" 40="40" 41="41" 42="42" 43="43" 471="471" 495="495" 5.000="5.000" 515="515" 524="524" 527="527" 561="561" 584="584" 5="5" 6.450="6.450" 601="601" 605="605" 609="609" 631="631" 63="63" 657="657" 675="675" 7.050="7.050" 72="72" 756="756" 75="75" 815="815" 81="81" 8="8" 918="918" 940="940" 977="977" 99="99" and="and" asset="asset" capitalis.="capitalis." cogs="cogs" equity="equity" error="error" gm="gm" gross="gross" liability="liability" marg="marg" mil="mil" net.pr="net.pr" np="np" omission="omission" op.pr="op.pr" op="op" pre="pre" sales="sales" see="see" share="share" tr="tr">
- http://www.investdata.net/QQKKKGI.TXT
Perhatikan Profit 3 bulanan KKGI:
- Q4/2010 = 0
---------------
- Q1/2011 = 81
- Q2/2011 = 132 (High)
- Q3/2011 = 130
- Q4/2011 = 105
---------------
- Q1/2012 = 99
- Q2/2012 = 75
- Q3/2012 = 43 (Low)
Profit 3 bulanan seperti gelombang sinusioida, apakah ini mirip
mewakili growth industri batu bara ? atau ini cuman KKGI doang ?
==========================================================================
ASRI: Q3 2012 Result
ASRI Date : 30-10-12
Financial Performance (in billion Rp)
www.investdata.net
2012 2011| 2010|
30-10-12 ....Q3 ....Q2 ....Q1|....Q4 ....Q3 ....Q2 ....Q1|....Q4|
---------- ------ ------ ------ ====== ------ ------ ------ ====== ------
Sales 1.718 1.115 674 1.381 1.024 706 412 790
COGS 641 413 260 566 438 316 200 384
Gross Marg 1.076 701 413 814 585 390 212 406
GM (%) 62 62 61 58 57 55 51 51
Opr Profit 914 613 371| 693 493 337 186| 333
OP (%) 53 54 55 50 48 47 45 42
Net Profit 738 526 345| 601 415 289 158| 290
NP (%) 42 47 51 43 40 40 38 36
---------- ------ ------ ------ ====== ------ ------ ------ ====== ------
Stk Price 580 495 490 620| 460 385 325 285| 295
Book Value 230 198 195| 153 142 136 132| 123
PBV 2,52 2,15 2,47 3,17| 3,00 2,70 2,38 2,14| 2,39
DER 1,49 1,32 1,19| 1,19 1,14 0,99 1,04| 1,08
---------- ------ ------ ------ ====== ------ ------ ------ ====== ------
ROE (%) 23 26 35| 21 21 23 26| 13
ROE (Qtr) 20 18 35 27 19 21 26 10
ROA (%) 9 11 16| 10 10 11 13| 6
Opr prof/share 51 31 18| 38 27 18 10| 18
EPS 41 26 17| 33 23 16 8| 16
EPS (Qtr) 11 9 17| 10 7 7 8| 3
EPS (Annu) 55 53 70| 33 31 32 35| 16
PER 10,52 8,98 9,15 8,82| 13,66 12,42 10,03 8,03| 18,14
PER (Qtr) 12,16 10,39 13,32 8,82| 11,03 13,65 11,08 8,03| 22,46
---------- ------ ------ ------ ====== ------ ------ ------ ====== ------
COP (year) 8,49 7,25 7,85 8,20 11,85 10,46 8,60 6,81 15,81
CLOP(year) 13,53 12,28 12,04 11,29 16,56 14,87 12,18 10,11 22,95
CLOP(Qtr) 13,68 12,42 15,27 11,29 14,32 15,70 13,64 10,11 20,38
---------- ------ ------ ------ ====== ------ ------ ------ ====== ------
Sales Growth(%) 67 57 63 74
Op.Prof Growth(%) 85 81 98 108
Net.Prof/EPS Grow 77 81 117 107
PEG (<1 ----------="----------" ------="------" 0="0" 10.251="10.251" 10.360="10.360" 116="116" 12.182="12.182" 122="122" 125="125" 127="127" 130="130" 150="150" 152="152" 155="155" 158="158" 17.863="17.863" 177="177" 180="180" 186="186" 19.649="19.649" 194="194" 195="195" 2.208="2.208" 2.375="2.375" 2.379="2.379" 2.413="2.413" 2.434="2.434" 2.464="2.464" 2.550="2.550" 2.737="2.737" 2.899="2.899" 200="200" 212="212" 228="228" 229="229" 241="241" 260="260" 287="287" 293="293" 3.269="3.269" 3.841="3.841" 3.901="3.901" 301="301" 30="30" 317="317" 345="345" 356="356" 35="35" 371="371" 375="375" 38="38" 39="39" 4.114="4.114" 4.587="4.587" 4.589="4.589" 4.839="4.839" 4.847="4.847" 412="412" 413="413" 41="41" 440="440" 44="44" 45="45" 48="48" 49="49" 5.090="5.090" 5.145="5.145" 5.269="5.269" 5.450="5.450" 5.805="5.805" 51="51" 52="52" 54="54" 55="55" 56="56" 58="58" 6.007="6.007" 6.137="6.137" 6.877="6.877" 603="603" 60="60" 61="61" 62="62" 64="64" 65="65" 674="674" 8.217="8.217" 8.430="8.430" 8.842="8.842" 9.046="9.046" 9.628="9.628" 93="93" 94="94" 99="99" and="and" asset="asset" capitalis.="capitalis." cogs="cogs" equity="equity" error="error" gm="gm" gross="gross" liability="liability" marg="marg" mil="mil" net.pr="net.pr" np="np" omission="omission" op.pr="op.pr" op="op" pre="pre" sales="sales" see="see" share="share" tr="tr">
- http://www.investdata.net/QQKASRI.TXT
==========================================================================
CPIN: Q3/2012 Result
CPIN Date : 30-10-12
Financial Performance (in billion Rp)
www.investdata.net
2012 2011| 2010|
30-10-12 ....Q3 ....Q2 ....Q1|....Q4 ....Q3 ....Q2 ....Q1|....Q4|
---------- ------ ------ ------ ====== ------ ------ ------ ====== ------
Sales 15.911 10.240 4.894 17.957 13.608 8.863 4.380 15.077
COGS 12.057 7.562 3.642 14.033 10.621 6.950 3.374 11.323
Gross Marg 3.854 2.677 1.251 3.924 2.987 1.913 1.006 3.754
GM (%) 24 26 25 21 21 21 22 24
Opr Profit 3.212 2.206 1.035| 3.009 2.459 1.586 833| 2.761
OP (%) 20 21 21 16 18 17 19 18
Net Profit 2.465 1.689 786| 2.355 1.930 1.252 655| 2.210
NP (%) 15 16 16 13 14 14 14 14
---------- ------ ------ ------ ====== ------ ------ ------ ====== ------
Stk Price 3.075 3.025 3.425 2.750| 2.150 2.400 1.990 2.025| 1.840
Book Value 484 436 423| 375 349 310 311| 271
PBV 6,35 6,25 7,84 6,49| 5,72 6,86 6,42 6,50| 6,77
DER 0,48 0,47 0,38| 0,44 0,37 0,53 0,39| 0,46
---------- ------ ------ ------ ====== ------ ------ ------ ====== ------
ROE (%) 41 47 45| 38 44 49 51| 49
ROE (Qtr) 39 50 45 27 47 46 51 51
ROA (%) 27 32 32| 26 32 32 37| 33
Opr prof/share 195 134 63| 183 149 96 50| 168
EPS 150 103 47| 143 117 76 40| 134
EPS (Qtr) 47 55 47| 25 41 36 40| 34
EPS (Annu) 200 206 191| 143 156 152 159| 134
PER 15,34 15,09 16,62 14,33| 14,97 15,29 13,03 12,66| 13,65
PER (Qtr) 16,24 15,98 15,55 14,33| 20,74 14,51 13,68 12,66| 13,17
---------- ------ ------ ------ ====== ------ ------ ------ ====== ------
COP (year) 11,77 11,58 12,73 10,89 11,72 12,00 10,28 9,96 10,93
CLOP(year) 12,66 12,47 13,49 11,53 12,61 12,66 11,12 10,55 11,67
CLOP(Qtr) 13,47 13,26 12,71 11,53 17,24 11,90 11,72 10,55 11,44
---------- ------ ------ ------ ====== ------ ------ ------ ====== ------
Sales Growth(%) 16 15 11 19
Op.Prof Growth(%) 30 39 24 8
Net.Prof/EPS Grow 27 34 19 6
PEG (<1 ----------="----------" ------="------" 0="0" 1.006="1.006" 1.035="1.035" 1.073="1.073" 1.158="1.158" 1.170="1.170" 1.176="1.176" 1.251="1.251" 1.426="1.426" 1.970="1.970" 10.505="10.505" 11.747="11.747" 12="12" 13="13" 14="14" 16.398="16.398" 16="16" 17="17" 18="18" 19="19" 2.059="2.059" 2.139="2.139" 2.649="2.649" 2.677="2.677" 2.686="2.686" 20="20" 21="21" 22="22" 25="25" 26="26" 27="27" 2="2" 3.062="3.062" 3.343="3.343" 3.374="3.374" 3.412="3.412" 3.576="3.576" 3.642="3.642" 3.671="3.671" 3.809="3.809" 3.919="3.919" 32.632="32.632" 33.205="33.205" 39.355="39.355" 4.220="4.220" 4.349="4.349" 4.380="4.380" 4.458="4.458" 4.483="4.483" 4.494="4.494" 4.744="4.744" 4.894="4.894" 424="424" 45.094="45.094" 49.603="49.603" 5.083="5.083" 5.111="5.111" 5.346="5.346" 5.670="5.670" 5.736="5.736" 50.423="50.423" 550="550" 56.163="56.163" 572="572" 596="596" 6.161="6.161" 6.518="6.518" 6.945="6.945" 655="655" 678="678" 7.082="7.082" 7.162="7.162" 7.760="7.760" 7.875="7.875" 7.937="7.937" 704="704" 753="753" 775="775" 786="786" 8.848="8.848" 833="833" 872="872" 9.594="9.594" 903="903" 906="906" 937="937" 9="9" and="and" asset="asset" capitalis.="capitalis." cogs="cogs" equity="equity" error="error" gm="gm" gross="gross" liability="liability" marg="marg" mil="mil" net.pr="net.pr" np="np" omission="omission" op.pr="op.pr" op="op" pre="pre" sales="sales" see="see" share="share" tr="tr">
- http://www.investdata.net/QQKCPIN.TXT
Posisi CPIN dalam skala Growth:
- http://www.investdata.net/QZC3ALL2.TXT
=========================================================================
SMGR: Q3/2012 Result
SMGR Date : 30-10-12
Financial Performance (in billion Rp)
www.investdata.net
2012 2011| 2010|
30-10-12 ....Q3 ....Q2 ....Q1|....Q4 ....Q3 ....Q2 ....Q1|....Q4|
---------- ------ ------ ------ ====== ------ ------ ------ ====== ------
Sales 13.667 8.657 4.283 16.378 11.610 7.605 3.553 14.344
COGS 7.260 4.696 2.361 8.891 6.328 4.110 1.909 7.534
Gross Marg 6.407 3.961 1.922 7.486 5.282 3.495 1.643 6.810
GM (%) 46 45 44 45 45 45 46 47
Opr Profit 4.275 2.643 1.253| 4.892 3.402 2.301 1.074| 4.509
OP (%) 31 30 29 29 29 30 30 31
Net Profit 3.389 2.103 1.010| 3.925 2.761 1.873 870| 3.633
NP (%) 24 24 23 23 23 24 24 25
---------- ------ ------ ------ ====== ------ ------ ------ ====== ------
Stk Price 14.850 14.450 11.300 12.250|11.450 8.300 9.600 9.100| 9.450
Book Value 2.678 2.461 2.608| 2.438 2.242 2.116 2.170| 2.024
PBV 5,54 5,39 4,59 4,70| 4,70 3,70 4,54 4,19| 4,67
DER 0,40 0,53 0,38| 0,36 0,34 0,44 0,31| 0,30
---------- ------ ------ ------ ====== ------ ------ ------ ====== ------
ROE (%) 28 28 26| 27 27 29 27| 30
ROE (Qtr) 32 29 26 32 26 31 27 37
ROA (%) 20 18 18| 19 20 20 20| 23
Opr prof/share 720 445 211| 824 573 388 181| 760
EPS 571 354 170| 661 465 315 146| 612
EPS (Qtr) 216 184 170| 196 149 168 146| 187
EPS (Annu) 761 709 681| 661 620 631 587| 612
PER 19,49 18,97 15,93 17,98| 17,30 13,37 15,20 15,49| 15,43
PER (Qtr) 17,12 16,66 15,33 17,98| 14,58 13,86 14,21 15,49| 12,61
---------- ------ ------ ------ ====== ------ ------ ------ ====== ------
COP (year) 15,45 15,04 12,68 14,49 13,88 10,85 12,37 12,56 12,43
CLOP(year) 16,56 16,15 14,13 15,67 14,94 11,85 13,56 13,48 13,22
CLOP(Qtr) 14,46 14,10 13,44 15,67 12,27 12,21 12,71 13,48 11,44
---------- ------ ------ ------ ====== ------ ------ ------ ====== ------
Sales Growth(%) 17 13 20 14
Op.Prof Growth(%) 25 14 16 8
Net.Prof/EPS Grow 22 12 16 8
PEG (<1 ----------="----------" ------="------" 0="0" 1.002="1.002" 1.010="1.010" 1.074="1.074" 1.092="1.092" 1.100="1.100" 1.111="1.111" 1.164="1.164" 1.227="1.227" 1.253="1.253" 1.285="1.285" 1.303="1.303" 1.389="1.389" 1.490="1.490" 1.631="1.631" 1.643="1.643" 1.787="1.787" 1.851="1.851" 1.874="1.874" 1.909="1.909" 1.922="1.922" 12.555="12.555" 12.876="12.876" 13.303="13.303" 14.602="14.602" 15.475="15.475" 15.887="15.887" 16.806="16.806" 17.804="17.804" 18.037="18.037" 1="1" 2.039="2.039" 2.177="2.177" 2.200="2.200" 2.204="2.204" 2.217="2.217" 2.334="2.334" 2.361="2.361" 2.445="2.445" 2.563="2.563" 2.564="2.564" 21.418="21.418" 22.209="22.209" 22.278="22.278" 22="22" 23="23" 24="24" 25="25" 27="27" 29="29" 2="2" 3.553="3.553" 3.556="3.556" 3.930="3.930" 30="30" 31="31" 32="32" 4.005="4.005" 4.052="4.052" 4.283="4.283" 4.373="4.373" 4.501="4.501" 4.767="4.767" 44="44" 45="45" 46="46" 48="48" 49.231="49.231" 5.009="5.009" 5.196="5.196" 5.482="5.482" 5.931="5.931" 5.943="5.943" 53.976="53.976" 56.942="56.942" 6.321="6.321" 67.026="67.026" 7.675="7.675" 72.661="72.661" 85.711="85.711" 870="870" 88.084="88.084" 887="887" and="and" asset="asset" capitalis.="capitalis." cogs="cogs" equity="equity" error="error" gm="gm" gross="gross" liability="liability" marg="marg" mil="mil" net.pr="net.pr" np="np" omission="omission" op.pr="op.pr" op="op" pre="pre" sales="sales" see="see" share="share" tr="tr">
- http://www.investdata.net/QQKSMGR.TXT
- Yearly growth bagus
- Q3 masih tumbuh terhadap Q2 (kolom 14,15,16), liat dibawah:
- http://www.investdata.net/QZC3ALL2.TXT
========================================================================
LSIP: Q3/2012 Result
LSIP Date : 30-10-12
Financial Performance (in billion Rp)
www.investdata.net
2012 2011| 2010|
30-10-12 ....Q3 ....Q2 ....Q1|....Q4 ....Q3 ....Q2 ....Q1|....Q4|
---------- ------ ------ ------ ====== ------ ------ ------ ====== ------
Sales 3.372 2.230 1.000 4.686 3.522 2.382 1.175 3.592
COGS 1.985 1.310 579 2.324 1.685 1.117 551 1.821
Gross Marg 1.387 919 421 2.362 1.837 1.265 624 1.771
GM (%) 41 41 42 50 52 53 53 49
Opr Profit 1.116 744 337| 2.003 1.552 1.058 527| 1.357
OP (%) 33 33 33 42 44 44 44 37
Net Profit 949 639 299| 1.701 1.312 886 393| 1.033
NP (%) 28 28 29 36 37 37 33 28
---------- ------ ------ ------ ====== ------ ------ ------ ====== ------
Stk Price 2.375 2.450 2.675 2.875| 2.250 2.050 2.325 2.275|12.850
Book Value 895 849 899| 855 798 736 725| 3.337
PBV 2,65 2,73 3,15 3,20| 2,63 2,57 3,16 3,14| 3,85
DER 0,19 0,19 0,18| 0,16 0,18 0,28 0,21| 0,22
---------- ------ ------ ------ ====== ------ ------ ------ ====== ------
ROE (%) 20 22 19| 29 32 35 31| 22
ROE (Qtr) 20 23 19 26 31 39 31 34
ROA (%) 17 18 16| 25 27 27 26| 18
Opr prof/share 163 109 49| 293 227 155 77| 994
EPS 139 93 43| 249 192 129 57| 757
EPS (Qtr) 45 49 43| 57 62 72 57| 286
EPS (Annu) 185 187 175| 249 256 259 230| 757
PER 12,79 13,20 14,26 16,39| 9,02 7,99 8,95 9,85| 16,97
PER (Qtr) 13,06 13,48 13,39 16,39| 9,86 8,21 8,05 9,85| 11,20
---------- ------ ------ ------ ====== ------ ------ ------ ====== ------
COP (year) 10,88 11,23 12,26 14,52 7,66 6,76 7,49 7,35 12,92
CLOP(year) 11,67 12,02 13,00 15,32 8,14 7,24 8,16 7,85 13,66
CLOP(Qtr) 11,67 12,02 11,89 15,32 9,04 7,58 8,14 7,85 9,02
---------- ------ ------ ------ ====== ------ ------ ------ ====== ------
Sales Growth(%) -4 -6 -14 30
Op.Prof Growth(%) -28 -29 -36 47
Net.Prof/EPS Grow -27 -27 -24 64
PEG (<1 ----------="----------" ------="------" -0="-0" 0="0" 1.000="1.000" 1.007="1.007" 1.050="1.050" 1.081="1.081" 1.097="1.097" 1.140="1.140" 1.142="1.142" 1.163="1.163" 1.174="1.174" 1.175="1.175" 1.189="1.189" 1.207="1.207" 1.229="1.229" 1.364="1.364" 1.417="1.417" 13.986="13.986" 15.522="15.522" 15.863="15.863" 16.204="16.204" 16.716="16.716" 18.251="18.251" 19.615="19.615" 27="27" 299="299" 29="29" 310="310" 32="32" 337="337" 33="33" 340="340" 372="372" 37="37" 389="389" 38="38" 391="391" 393="393" 4.554="4.554" 4.947="4.947" 406="406" 40="40" 421="421" 426="426" 42="42" 43="43" 44="44" 451="451" 45="45" 467="467" 492="492" 494="494" 498="498" 5.024="5.024" 5.450="5.450" 5.561="5.561" 5.796="5.796" 5.839="5.839" 5.998="5.998" 50="50" 513="513" 51="51" 524="524" 527="527" 530="530" 53="53" 551="551" 565="565" 568="568" 571="571" 573="573" 579="579" 6.112="6.112" 6.138="6.138" 6.441="6.441" 6.447="6.447" 6.791="6.791" 6.822="6.822" 6.893="6.893" 615="615" 624="624" 638="638" 641="641" 674="674" 7.220="7.220" 7.287="7.287" 731="731" 952="952" 996="996" and="and" asset="asset" capitalis.="capitalis." cogs="cogs" equity="equity" error="error" gm="gm" gross="gross" liability="liability" marg="marg" mil="mil" net.pr="net.pr" np="np" omission="omission" op.pr="op.pr" op="op" pre="pre" sales="sales" see="see" share="share" tr="tr">
- http://www.investdata.net/QQKLSIP.TXT
LSIP dari bintang musti turun kebawah ... hehehe...
-http://www.investdata.net/QZC3ALL2.TXT
========================================================================
SMRA: Q3/2012 and Property sector comparison
SMRA Date : 30-10-12
Financial Performance (in billion Rp)
www.investdata.net
2012 2011| 2010|
30-10-12 ....Q3 ....Q2 ....Q1|....Q4 ....Q3 ....Q2 ....Q1|....Q4|
---------- ------ ------ ------ ====== ------ ------ ------ ====== ------
Sales 2.199 1.514 814 2.359 1.587 938 399 1.700
COGS 1.082 759 456 1.312 846 486 217 947
Gross Marg 1.116 755 358 1.047 740 451 181 753
GM (%) 50 49 43 44 46 48 45 44
Opr Profit 613 419 210| 564 383 235 91| 398
OP (%) 27 27 25 23 24 25 22 23
Net Profit 456 310 147| 392 258 155 58| 233
NP (%) 20 20 18 16 16 16 14 13
---------- ------ ------ ------ ====== ------ ------ ------ ====== ------
Stk Price 1.720 1.680 1.620 1.570| 1.240 1.000 1.140 1.160| 1.090
Book Value 402 380 380| 358 338 326 319| 311
PBV 4,27 4,17 4,26 4,13| 3,46 2,95 3,49 3,63| 3,50
DER 2,60 2,67 2,34| 2,29 2,19 2,11 1,91| 1,87
---------- ------ ------ ------ ====== ------ ------ ------ ====== ------
ROE (%) 21 23 22| 15 14 13 10| 10
ROE (Qtr) 21 24 22 21 17 17 10 11
ROA (%) 6 6 6| 4 4 4 3| 3
Opr prof/share 89 61 30| 82 55 34 13| 58
EPS 66 45 21| 57 37 22 8| 33
EPS (Qtr) 21 23 21| 19 14 14 8| 8
EPS (Annu) 88 90 86| 57 50 45 33| 33
PER 19,42 18,97 17,92 18,25| 21,74 19,97 25,26 34,14| 32,09
PER (Qtr) 20,25 19,78 17,09 18,25| 15,91 16,68 20,26 34,14| 31,08
---------- ------ ------ ------ ====== ------ ------ ------ ====== ------
COP (year) 14,45 14,12 13,27 12,82 15,10 13,45 16,64 21,85 18,78
CLOP(year) 23,25 22,91 21,59 20,08 25,08 23,44 26,72 33,35 28,80
CLOP(Qtr) 24,52 24,16 21,66 20,08 19,53 20,25 21,81 33,35 26,52
---------- ------ ------ ------ ====== ------ ------ ------ ====== ------
Sales Growth(%) 38 61 103 38
Op.Prof Growth(%) 60 78 130 41
Net.Prof/EPS Grow 76 100 153 67
PEG (<1 ----------="----------" ------="------" 0="0" 10.790="10.790" 103="103" 108="108" 10="10" 11.134="11.134" 11.546="11.546" 11.821="11.821" 133="133" 144="144" 145="145" 147="147" 14="14" 15="15" 162="162" 17="17" 181="181" 18="18" 193="193" 2.139="2.139" 2.198="2.198" 2.244="2.244" 2.329="2.329" 2.464="2.464" 2.613="2.613" 2.616="2.616" 2.768="2.768" 209="209" 210="210" 217="217" 21="21" 22="22" 23="23" 25="25" 269="269" 26="26" 270="270" 289="289" 28="28" 29="29" 3.999="3.999" 303="303" 306="306" 323="323" 358="358" 359="359" 361="361" 367="367" 36="36" 397="397" 399="399" 39="39" 4.194="4.194" 4.742="4.742" 43="43" 44="44" 456="456" 45="45" 465="465" 5.102="5.102" 5.634="5.634" 50="50" 52="52" 539="539" 56="56" 576="576" 58="58" 6.107="6.107" 6.139="6.139" 6.393="6.393" 6.873="6.873" 6.985="6.985" 6.986="6.986" 60="60" 648="648" 684="684" 7.195="7.195" 7.432="7.432" 7.491="7.491" 7.835="7.835" 7.972="7.972" 700="700" 772="772" 8.099="8.099" 8.522="8.522" 8.721="8.721" 814="814" 9.602="9.602" 9.963="9.963" 91="91" 96="96" and="and" asset="asset" capitalis.="capitalis." cogs="cogs" equity="equity" error="error" gm="gm" gross="gross" liability="liability" marg="marg" mil="mil" net.pr="net.pr" np="np" omission="omission" op.pr="op.pr" op="op" pre="pre" sales="sales" see="see" share="share" tr="tr">
- http://www.investdata.net/QQKSMRA.TXT
Property sector comparison
Date: 30-10-12 FINANCIAL RATIO COMPARISON
Sector: PROPERTY
Ranked by: YoY Operating Profit Growth
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 |Q3/Q2 GROWT| | LAST | CAP. |
|NO|STOC|bio Rp |MAR PRF PRF| PBV DER| | |*LAST*| | | | OPR NET| OPR NET| PEG |PRICE |bio Rp |
| | |mio USD| % % % | | | Q2 Q3|QUARTR|TDY Q3 Q2|TDY Q3 Q2|TDY Q3 Q2|SAL PRF PRF|SAL PRF PRF| | |mio Usd|
|-- ---- ------- === === === ==== ==== === === ---****** --- -- -- === -- -- === -- -- --- --- === --- *** *** =====|======|=======|
| 1 PWON 1.609| 57 51 35| 5,1| 1,5| 10| 28 28|31 16|18| 16 12|12| 11 8|16| 15 12| 59 99|150| 0 -6| 10| 0,12| 295| 14.207|
| 2 ASRI 1.718| 62 53 42| 2,5| 1,4| 9| 26 23|20 12|10| 8 9| 8| 7 7|13| 12 12| 67 85| 77| 36 24| 17| 0,14| 580| 10.360|
| 3 SMRA 2.199| 50 27 20| 4,2| 2,6| 6| 23 21|21 20|19| 18 17|14| 14 13|23| 22 21| 38 60| 76| -2 -7|-10| 0,25| 1.720| 11.821|
|-- ---- ------- === === === ==== ==== === === --- ====== -- -- -- === -- -- === -- -- --- --- === --- --- === =====|======|=======|
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/QZC3PRO2.TXT
ASRI masih pilihan terbaik ? ... comment please ...
=======================================================================
TSPC
Sementara TSPC cukup pake X-ABC:
- http://www.obrolanbandar.com/pwqtspc121031.png
Wednesday, October 31, 2012
Q3/2012 Result
UNTR: Q3/2012 Result
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