SMCB: H1/2010 Result

SMCB: H1/2010 Result
--------------------
SMCB Date : 30-07-10
Financial Performance (in billion Rp)
www.investdata.net

2010 2009| 2008|
30-07-10 ....Q2 ....Q1|....Q4 ....Q3 ....Q2 ....Q1|....Q4 ....Q3|
---------- ------ ====== ------|------ ------ ====== ------|------ ------
Sales 2.852 1.369 5.943 4.159 2.637 1.266 5.341 3.839
COGS 1.807 867 3.694 2.645 1.720 831 3.391 2.431
Gross Marg 1.044 501 2.249 1.513 917 435 1.949 1.408
GM (%) 36 36 37 36 34 34 36 36
Opr Profit 628 312| 1.398 903 528 262| 1.001 743
OP (%) 22 22 23 21 20 20 18 19
Net Profit 386 204| 895 566 280 -77| 282 546
NP (%) 13 14 15 13 10 -6 5 14
---------- ------ ====== ------|------ ------ ====== ------|------ ------
Stk Price 2.375 2.175 2.075| 1.550 1.330 1.100 550| 630 850
Book Value 483 459| 432 391 400 356| 365 396
PBV 4,91 4,50 4,51| 3,58 3,40 2,74 1,54| 1,72 2,15
DER 1,02 1,06| 1,19 1,42 1,48 1,79| 1,93 1,51
---------- ------ ====== ------|------ ------ ====== ------|------ ------
ROE (%) 20 23| 27 25 18 -11| 10 24
ROE (Qtr) 19 23 39 38 46 -11 -37 27
ROA (%) 10 11| 12 10 7 -4| 3 9
Opr prof/share 82 40| 182 117 68 34| 130 97
EPS 50 26| 116 73 36 -10| 36 71
EPS (Qtr) 23 26| 42 37 46 -10| -34 26
EPS (Annu) 100 106| 116 98 73 -40| 36 95
PER 23,55 21,56 19,40| 13,26 13,49 15,05 -13,60| 17,11 8,93
PER (Qtr) 25,06 22,95 19,40| 9,02 8,89 5,89 -13,60| -4,56 7,92
---------- ------ ====== ------|------ ------ ====== ------|------ ------
COP (year) 14,48 13,26 12,73 8,49 8,46 7,97 4,01 4,82 6,57
CLOP(year) 17,47 16,25 15,72 11,32 12,01 12,28 8,66 10,22 11,19
CLOP(Qtr) 17,36 16,15 15,72 8,00 9,64 12,20 8,66 9,92 6,66
---------- ------ ====== ------|------ ------ ====== ------|------ ------
Sales Growth(%) 8 8 11 8
Op.Prof Growth(%) 18 18 39 21
Net.Prof/EPS Grow 38 -364 217 3
PEG (<1) 0,57 -0,05| 0,06 3,74
---------- ------ ====== ------|------ ------ ====== ------|------ ------
Sales(Qtr) 1.483 1.369 1.784 1.521 1.371 1.266 1.501 1.784
COGS (Qtr) 940 867 1.048 925 889 831 960 1.073
Gross Marg(Qtr) 542 501 736 595 482 435 541 710
GM (%) 36 36 41 39 35 34 36 39
OP.PR (Qtr) 316 312 494 375 265 262 257 416
OP % 21 22 27 24 19 20 17 23
NET.PR (Qtr) 181 204 329 286 357 -77 -264 205
NP % 12 14 18 18 26 -6 -17 11
---------- ------ ====== ------|------ ------ ====== ------|------ ------
Asset 7.469 7.255| 7.265 7.277 7.619 7.611| 8.208 7.614
Liability 3.764 3.731| 3.950 4.276 4.548 4.880| 5.404 4.578
Equity 3.704 3.523| 3.314 3.001 3.071 2.731| 2.804 3.036
Capitalis. 18.199 16.666 15.900|11.877 10.191 8.429 4.214| 4.827 6.513
Share(mil) 7.662 7.662 7.662 7.662 7.662 7.662 7.662 7.662
---------- ------ ====== ------|------ ------ ====== ------|------ ------

See ERROR and OMISSION

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

Performance Ranking menurut ROE:

Date: 30-07-10 FINANCIAL RATIO COMPARISON
Sector: ALL STOCK
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 UNVR 9.922| 51 23 17|40,5| 2,0| 36| 83 110|** 40|36| 36 23|27| 27 17|28| 28 18| 10 13| 18| -0 -19|-17| 1,99|16.950|129.328|
| 2 CPIN 6.954| 21 17 13| 5,2| 0,7| 33| 52 58|61 8| 9| 6 5| 7| 4 4| 8| 5 4| 3 37| 49| 1 16| 10| 0,18| 5.200| 17.079|
| 3 AUTO 3.046| 18 8 18| 3,6| 0,4| 22| 31 33|34 10|10| 8 4|23| 18 10|26| 21 13| 25 42| 81| 1 3| 4| 0,13|16.000| 12.338|
| 4 PTBA 3.794| 43 27 23| 7,0| 0,4| 23| 24 33|39 17|21| 21 26|18| 19 23|19| 20 25|-15 -49|-42| 12 47| 43|-0,49|16.700| 38.479|
| 5 SMGR 6.661| 47 30 24| 5,3| 0,4| 22| 29 31|32 16|16| 15 13|13| 12 10|14| 13 11| -1 7| 7| 5 2| 2| 2,24| 9.250| 54.866|
|-- ---- ------- === === === ==== ==== === === ---****** --- -- -- === -- -- === -- -- --- --- === --- *** *** =====|======|=======|
| 6 ASII 61.939| 20 10 10| 4,7| 1,4| 12| 28 29|31 14|15| 15 14|15| 14 13|19| 19 17| 38 13| 51| 8 5| 13| 0,31|50.700|205.251|
| 7 TLKM 34.243| 33 33 17| 4,1| 1,4| 12| 26 30|32 12|13| 12 14| 7| 6 7| 9| 9 10| 5 -1| -0| 6 13| 16|**,**| 8.450|166.206|
| 8 INTP 5.360| 51 38 30| 5,4| 0,2| 22| 27 28|29 18|18| 17 16|15| 14 13|15| 14 13| 11 25| 39| 10 9| 8| 0,48|16.900| 62.212|
| 9 BBRI 19.402| 70 28 22| 4,0| 9,6| 2| 28 28|28 14|14| 13 11|10| 10 8|37| 36 31| 14 39| 22| 3 -17| 0| 0,62| 9.900|122.021|
|10 GJTL 4.813| 20 13 8| 1,4| 2,1| 8| 33 27|21 6| 5| 4 2| 3| 2 2| 8| 7 7| 27 174|186| 7 11|-31| 0,03| 1.230| 4.286|
|-- ---- ------- === === === ==== ==== === === ---****** --- -- -- === -- -- === -- -- --- --- === --- *** *** =====|======|=======|
|11 BBCA 9.499| 61 51 41| 4,8| 8,8| 2| 25 26|27 17|18| 18 17|14| 14 13|42| 42 39|-15 25| 20| -7 -0| 6| 0,89| 5.950|144.973|
|12 INCO$ 619| 49 47 35| 2,7| 0,3| 20| 20 26|34 7|10| 9 16| 7| 6 12| 8| 7 14|124 807|532| 42 92| 86| 0,02| 4.125| 4.504|
|13 UNTR 18.079| 18 14 10| 4,5| 0,8| 13| 24 25|26 17|17| 16 16|12| 11 11|15| 14 13| 30 2| 0| 7 3| 8|22,20|20.150| 67.036|
|14 KLBF 4.706| 50 17 12| 4,9| 0,4| 16| 22 24|27 18|20| 17 17|13| 11 11|15| 13 12| 11 20| 43| 15 16| 23| 0,46| 2.450| 22.968|
|15 ASGR 574| 34 10 7| 1,4| 0,7| 12| 17 21|26 5| 6| 6 7| 4| 4 4| 7| 7 8|-14 23| 71| -2 39| 50| 0,09| 430| 579|
|-- ---- ------- === === === ==== ==== === === ---****** --- -- -- === -- -- === -- -- --- --- === --- *** *** =====|======|=======|
|16 BMRI 16.217| 57 33 24| 3,4|10,0| 2| 21 22|22 15|15| 15 13|11| 11 10|45| 45 43| -2 23| 37| 1 0| 1| 0,41| 6.000|125.889|
|17 AALI 3.517| 34 27 18| 5,0| 0,2| 16| 16 20|23 21|24| 23 35|16| 15 22|16| 16 23| -0 -17|-17| 15 18| 34|-1,39|19.500| 30.707|
|18 SMCB 2.852| 36 22 13| 4,9| 1,0| 10| 23 20|19 25|23| 21 19|14| 13 12|17| 16 15| 8 18| 38| 8 1|-11| 0,62| 2.375| 18.199|
|19 GGRM 18.001| 22 14 9| 3,5| 0,4| 13| 19 18|18 19|18| 18 12|13| 13 8|15| 14 10| 19 7| 24| 9 -9| -8| 0,78|35.000| 67.343|
|20 AMFG 1.138| 27 17 12| 0,8| 0,2| 13| 16 17|19 4| 4| 2 3| 3| 1 2| 4| 3 3| 28 90|***| 2 22| 29|-0,00| 3.100| 1.345|
|-- ---- ------- === === === ==== ==== === === ---****** --- -- -- === -- -- === -- -- --- --- === --- *** *** =====|======|=======|
|21 JSMR 2.103| 52 52 30| 2,5| 1,4| 7| 16 17|19 13|14| 10 10| 8| 6 5|12| 11 10| 23 59| 63| 7 14| 13| 0,22| 2.675| 18.190|
|22 SGRO 745| 36 25 17| 2,5| 0,3| 10| 9 14|19 12|17| 16 27|11| 11 18|13| 12 20| 33 29| 37| 46 99|105| 0,46| 2.425| 4.583|
|23 AKRA 5.221| 8 3 2| 1,9| 1,9| 4| 12 12|12 15|15| 14 10|10| 9 6|21| 20 15| 32 -22| 27| 14 -16| 0| 0,58| 1.190| 4.502|
|24 ASRI 396| 43 33 31| 1,7| 0,9| 6| 12 12|11 15|14| 13 11|13| 12 10|21| 19 16| 70 102| 86| -6 -7| -3| 0,17| 205| 3.661|
|25 SMRA 677| 50 24 15| 3,1| 1,5| 3| 11 10|10 31|31| 28 26|18| 17 17|28| 26 25| 26 27| 47| 18 15| -0| 0,65| 930| 6.301|
|-- ---- ------- === === === ==== ==== === === ---****** --- -- -- === -- -- === -- -- --- --- === --- *** *** =====|======|=======|
|26 GZCO 166| 30 22 25| 1,5| 0,9| 4| 9 8| 6 23|19| 19 18|22| 21 19|34| 34 29|-22 -34|-42|-21 -40|-30|-0,46| 335| 1.675|
|27 ADHI 1.861| 7 4 1| 1,6| 6,0| 0| 2 6|10 14|24| 23 48| 7| 7 6|36| 35 42|-38 26|-45| -5 37|375|-0,54| 650| 1.141|
|28 CTRS 265| 39 20 17| 0,7| 0,6| 3| 11 6| 0 88|12| 12 8|10| 10 8|19| 19 14| 40 39| 12|-14 -64|-92| 0,99| 590| 1.167|
|29 RALS 1.950| 31 1 2| 2,3| 0,4| 2| 4 4| 3 58|56| 69 60|79| 97 71|94|112 79| 13 -34|-38| 18 -39| -8|-1,46| 780| 5.509|
|-- ---- ------- === === === ==== ==== === === --- ====== -- -- -- === -- -- === -- -- --- --- === --- --- === =====|======|=======|

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/QZA2ALL6.TXT

Note:
- PER ASGR masih kecil dibanding ROEnya, tapi Net profit marginnya
tidak terlalu besar, jadi sensitive terhadap Business competition.