AALI kalah telak terhadap LSIP

AALI kalah telak terhadap LSIP

CLOP LSIP cuman 12 dan AALI 17

Date: 27-08-10 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 INDF 18.122| 32 17 7| 3,7| 2,9| 6| 23 26|28 12|14| 12 13| 6| 5 5|11| 10 11| 0 40| 76| -5 21| 23| 0,19| 4.575| 40.170|
| 2 AALI 3.517| 34 27 18| 5,1| 0,2| 16| 16 20|23 21|24| 23 35|16| 15 22|17| 16 23| -0 -17|-17| 15 18| 34|-1,42|19.950| 31.416|
| 3 LSIP 1.566| 47 36 26| 3,1| 0,3| 15| 16 21|25 12|14| 13 19|10| 9 14|12| 10 15| 8 43| 45| 30 44| 48| 0,33| 9.300| 12.467|
| 4 SMAR 8.316| 13 8 6| 1,9| 1,0| 9| 33 19| 6 30| 9| 9 4| 7| 7 4|11| 11 6| 20 62|150| 6 -70|-80| 0,07| 3.600| 10.339|
| 5 TBLA 1.208| 14 6 7| 1,4| 1,7| 5| 18 15|14 10| 8| 8 9|10| 9 14|22| 21 28|-15 -38|-21| 6 45|-20|-0,43| 370| 1.551|
|-- ---- ------- === === === ==== ==== === === ---****** --- -- -- === -- -- === -- -- --- --- === --- *** *** =====|======|=======|
| 6 SGRO 745| 36 25 17| 2,7| 0,3| 10| 9 14|19 14|19| 16 27|13| 11 18|14| 12 20| 33 29| 37| 46 99|105| 0,51| 2.650| 5.008|
| 7 GZCO 166| 30 22 25| 1,7| 0,9| 4| 9 8| 6 26|21| 19 18|24| 21 19|37| 34 29|-22 -34|-42|-21 -40|-30|-0,51| 370| 1.850|
| 8 UNSP 1.134| 39 29 8| 0,4| 1,0| 1| 3 2| 1 26|18| 24 18| 5| 7 7|17| 19 15| 8 37|-26| 5 19|-46|-0,70| 280| 3.707|
|-- ---- ------- === === === ==== ==== === === --- ====== -- -- -- === -- -- === -- -- --- --- === --- --- === =====|======|=======|

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

Data LSIP:

LSIP Date : 27-08-10
Financial Performance (in billion Rp)
www.investdata.net

2010 2009| 2008|
27-08-10 ....Q2 ....Q1|....Q4 ....Q3 ....Q2 ....Q1|....Q4 ....Q3|
---------- ------ ====== ------|------ ------ ====== ------|------ ------
Sales 1.566 680 3.199 2.270 1.446 618 3.846 2.862
COGS 816 355 1.809 1.298 844 393 1.985 1.685
Gross Marg 750 324 1.390 972 602 224 1.860 1.177
GM (%) 47 47 43 42 41 36 48 41
Opr Profit 570 233| 1.018 692 398 132| 1.314 1.113
OP (%) 36 34 31 30 27 21 34 38
Net Profit 417 167| 707 489 286 103| 927 772
NP (%) 26 24 22 21 19 16 24 27
---------- ------ ====== ------|------ ------ ====== ------|------ ------
Stk Price 9.300 8.300 9.800| 8.350 7.650 6.000 3.300| 2.925 3.550
Book Value 2.937 2.912| 2.844 2.262 2.390 2.418| 2.342 2.819
PBV 3,17 2,83 3,37| 2,94 3,38 2,51 1,36| 1,25 1,26
DER 0,35 0,32| 0,27 0,61 0,46 0,51| 0,54 0,53
---------- ------ ====== ------|------ ------ ====== ------|------ ------
ROE (%) 21 16| 18 21 17 12| 29 33
ROE (Qtr) 25 16 22 26 22 12 19 37
ROA (%) 15 12| 14 13 12 8| 18 21
Opr prof/share 425 171| 759 516 296 96| 963 1.016
EPS 311 123| 527 365 213 75| 679 705
EPS (Qtr) 186 123| 162 151 136 75| 113 264
EPS (Annu) 623 492| 527 486 427 302| 679 940
PER 14,92 13,32 19,91| 15,82 15,72 14,03 10,91| 4,30 3,77
PER (Qtr) 12,47 11,13 19,91| 12,83 12,65 10,96 10,91| 6,45 3,36
---------- ------ ====== ------|------ ------ ====== ------|------ ------
COP (year) 10,92 9,75 14,32 10,99 11,10 10,10 8,53 3,04 2,62
CLOP(year) 12,13 10,95 15,67 12,01 13,12 11,96 11,73 4,35 3,71
CLOP(Qtr) 10,26 9,27 15,67 9,38 10,28 8,95 11,73 7,12 3,31
---------- ------ ====== ------|------ ------ ====== ------|------ ------
Sales Growth(%) 8 10 -16 -20
Op.Prof Growth(%) 43 76 -22 -37
Net.Prof/EPS Grow 45 62 -23 -36
PEG (<1) 0,29 0,32| -0,67 -0,43
---------- ------ ====== ------|------ ------ ====== ------|------ ------
Sales(Qtr) 886 680 929 824 828 618 983 861
COGS (Qtr) 460 355 510 454 450 393 299 648
Gross Marg(Qtr) 425 324 418 369 377 224 683 213
GM (%) 48 47 45 44 45 36 69 24
OP.PR (Qtr) 337 233 325 294 266 132 200 416
OP % 38 34 35 35 32 21 20 48
NET.PR (Qtr) 249 167 218 202 183 103 154 289
NP % 28 24 23 24 22 16 15 33
---------- ------ ====== ------|------ ------ ====== ------|------ ------
Asset 5.314 5.229| 4.852 4.894 4.684 4.990| 4.921 4.709
Liability 1.375 1.255| 1.038 1.861 1.479 1.689| 1.724 1.621
Equity 3.938 3.973| 3.813 3.032 3.204 3.300| 3.197 3.087
Capitalis. 12.467 11.127 13.372|11.194 10.255 8.043 4.503| 3.991 3.888
Share(mil) 1.340 1.364 1.340 1.340 1.340 1.364 1.364 1.095
---------- ------ ====== ------|------ ------ ====== ------|------ ------

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

Data AALI:

AALI Date : 27-08-10
Financial Performance (in billion Rp)
www.investdata.net

2010 2009| 2008|
27-08-10 ....Q2 ....Q1|....Q4 ....Q3 ....Q2 ....Q1|....Q4 ....Q3|
---------- ------ ====== ------|------ ------ ====== ------|------ ------
Sales 3.517 1.633 7.424 5.463 3.537 1.408 8.161 6.696
COGS 2.291 1.071 4.322 3.207 2.158 1.026 4.357 3.289
Gross Marg 1.226 561 3.101 2.255 1.378 381 3.803 3.407
GM (%) 34 34 41 41 38 27 46 50
Opr Profit 953 436| 2.610 1.912 1.155 278| 3.377 3.108
OP (%) 27 26 35 35 32 19 41 46
Net Profit 636 271| 1.660 1.248 769 217| 2.631 2.129
NP (%) 18 16 22 22 21 15 32 31
---------- ------ ====== ------|------ ------ ====== ------|------ ------
Stk Price 19.950 19.350 24.600|22.750 21.050 16.850 14.100| 9.800 12.950
Book Value 3.893 4.126| 3.953 3.911 3.608 3.412| 3.274 2.956
PBV 5,12 4,97 5,96| 5,75 5,38 4,67 4,13| 2,99 4,38
DER 0,27 0,27| 0,22 0,27 0,32 0,31| 0,26 0,65
---------- ------ ====== ------|------ ------ ====== ------|------ ------
ROE (%) 20 16| 26 27 27 16| 51 61
ROE (Qtr) 23 16 26 31 38 16 38 45
ROA (%) 16 13| 21 21 20 12| 40 36
Opr prof/share 605 277| 1.657 1.214 733 177| 2.144 1.973
EPS 404 172| 1.054 792 488 138| 1.670 1.352
EPS (Qtr) 231 172| 262 303 350 138| 318 338
EPS (Annu) 808 690| 1.054 1.056 977 553| 1.670 1.803
PER 24,68 23,94 35,61| 21,57 19,92 17,23 25,50| 5,87 7,18
PER (Qtr) 21,54 20,90 35,61| 21,71 17,33 12,01 25,50| 7,70 9,58
---------- ------ ====== ------|------ ------ ====== ------|------ ------
COP (year) 16,47 15,97 22,18 13,73 13,00 11,48 19,92 4,57 4,92
CLOP(year) 17,33 16,83 23,17 14,24 13,66 12,28 21,41 4,97 5,66
CLOP(Qtr) 15,98 15,52 23,17 13,33 11,49 8,09 21,41 15,62 7,74
---------- ------ ====== ------|------ ------ ====== ------|------ ------
Sales Growth(%) -0 15 -9 -18
Op.Prof Growth(%) -17 56 -22 -38
Net.Prof/EPS Grow -17 24 -36 -41
PEG (<1) -1,38 1,43| -0,58 -0,48
---------- ------ ====== ------|------ ------ ====== ------|------ ------
Sales(Qtr) 1.884 1.633 1.961 1.925 2.129 1.408 1.464 2.052
COGS (Qtr) 1.219 1.071 1.114 1.049 1.132 1.026 1.068 1.182
Gross Marg(Qtr) 664 561 846 876 997 381 395 869
GM (%) 35 34 43 45 46 27 27 42
OP.PR (Qtr) 517 436 697 757 876 278 268 757
OP % 27 26 35 39 41 19 18 36
NET.PR (Qtr) 364 271 412 478 552 217 501 532
NP % 19 16 21 24 25 15 34 25
---------- ------ ====== ------|------ ------ ====== ------|------ ------
Asset 7.772 8.222| 7.571 7.840 7.528 7.038| 6.519 7.704
Liability 1.642 1.724| 1.345 1.680 1.846 1.664| 1.363 3.049
Equity 6.130 6.498| 6.226 6.160 5.682 5.373| 5.156 4.655
Capitalis. 31.416 30.471 38.738|35.825 33.148 26.534 22.203|15.432 20.392
Share(mil) 1.574 1.574 1.574 1.574 1.574 1.574 1.574 1.574
---------- ------ ====== ------|------ ------ ====== ------|------ ------

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