SMCB: H1/2010 Result

SMCB: H1/2010 Result
--------------------
INTP 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 5.360 2.549 10.576 7.424 4.795 2.186 9.780 7.249
COGS 2.586 1.226 5.468 3.886 2.554 1.177 5.755 4.283
Gross Marg 2.773 1.323 5.108 3.537 2.241 1.008 4.024 2.965
GM (%) 51 51 48 47 46 46 41 40
Opr Profit 2.051 980| 3.693 2.548 1.628 745| 2.459 1.787
OP (%) 38 38 34 34 33 34 25 24
Net Profit 1.640 786| 2.746 1.868 1.172 502| 1.745 1.232
NP (%) 30 30 25 25 24 22 17 17
---------- ------ ====== ------|------ ------ ====== ------|------ ------
Stk Price 16.900 15.800 14.250|13.700 10.600 7.750 5.250| 4.600 6.000
Book Value 3.121 3.115| 2.901 2.665 2.477 2.446| 2.309 2.167
PBV 5,41 5,06 4,57| 4,72 3,98 3,13 2,15| 1,99 2,77
DER 0,26 0,18| 0,24 0,20 0,24 0,25| 0,33 0,34
---------- ------ ====== ------|------ ------ ====== ------|------ ------
ROE (%) 28 27| 25 25 25 22| 20 20
ROE (Qtr) 29 27 32 28 29 22 24 23
ROA (%) 22 23| 20 21 20 17| 15 15
Opr prof/share 557 266| 1.003 692 442 202| 668 485
EPS 445 213| 746 507 318 136| 474 334
EPS (Qtr) 231 213| 238 189 181 136| 139 125
EPS (Annu) 891 854| 746 676 637 546| 474 446
PER 18,97 17,73 16,68| 18,36 15,66 12,17 9,61| 9,70 13,45
PER (Qtr) 18,21 17,03 16,68| 14,36 14,02 10,65 9,61| 8,24 11,97
---------- ------ ====== ------|------ ------ ====== ------|------ ------
COP (year) 15,16 14,17 13,38 13,66 11,48 8,76 6,48 6,88 9,27
CLOP(year) 15,88 14,89 13,92 14,36 12,07 9,42 7,23 8,02 10,41
CLOP(Qtr) 15,20 14,25 13,92 11,58 11,14 8,68 7,23 7,33 9,29
---------- ------ ====== ------|------ ------ ====== ------|------ ------
Sales Growth(%) 11 16 8 2
Op.Prof Growth(%) 25 31 50 42
Net.Prof/EPS Grow 39 56 57 51
PEG (<1) 0,44 0,30| 0,32 0,30
---------- ------ ====== ------|------ ------ ====== ------|------ ------
Sales(Qtr) 2.810 2.549 3.152 2.628 2.608 2.186 2.531 2.760
COGS (Qtr) 1.359 1.226 1.581 1.332 1.376 1.177 1.472 1.638
Gross Marg(Qtr) 1.450 1.323 1.570 1.296 1.232 1.008 1.059 1.121
GM (%) 51 51 49 49 47 46 41 40
OP.PR (Qtr) 1.071 980 1.144 919 883 745 672 667
OP % 38 38 36 35 33 34 26 24
NET.PR (Qtr) 853 786 878 695 669 502 513 461
NP % 30 30 27 26 25 22 20 16
---------- ------ ====== ------|------ ------ ====== ------|------ ------
Asset 14.425 13.579|13.276 11.799 11.262 11.243|11.286 10.706
Liability 2.933 2.112| 2.595 1.986 2.144 2.238| 2.786 2.728
Equity 11.492 11.467|10.680 9.812 9.118 9.005| 8.500 7.977
Capitalis. 62.212 58.163 52.457|50.432 39.021 28.529 19.326|16.933 22.087
Share(mil) 3.681 3.681 3.681 3.681 3.681 3.681 3.681 3.681
---------- ------ ====== ------|------ ------ ====== ------|------ ------

See ERROR and OMISSION
- http://www.investdata.net/QQBINTP.TXT

Cement sector comparison:

Date: 30-07-10 FINANCIAL RATIO COMPARISON
Sector: CEMENT
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 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|
| 2 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|
| 3 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|
|-- ---- ------- === === === ==== ==== === === --- ====== -- -- -- === -- -- === -- -- --- --- === --- --- === =====|======|=======|

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/QZA2CEM6.TXT

Note:
- Berat bagi SMCB untuk menyamai performance INTP karena
selama 2 thn terakhir SMCB tidak bisa meningkatkan dan
menyamai prosentase Laba Kotor yg dipunyai INTP.