Property Sector H1/2010

15:18
Property Sector H1/2010

Date: 30-07-10 FINANCIAL RATIO COMPARISON
Sector: PROPERTY
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 BSDE 606| 56 38 30| 3,5| 0,9| 7| 13 14|15 22|24| 21 20|18| 16 14|23| 21 18| 13 39| 45| -4 -3| 22| 0,53| 810| 8.857|
| 2 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|
| 3 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|
| 4 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|
|-- ---- ------- === === === ==== ==== === === --- ====== -- -- -- === -- -- === -- -- --- --- === --- --- === =====|======|=======|

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/QZA2PRO6.TXT

ASRI 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 396 205 403 281 232 51 435 401
COGS 224 117 241 177 148 36 324 300
Gross Marg 172 87 162 104 84 14 111 100
GM (%) 43 42 40 37 36 27 25 25
Opr Profit 133 69| 110 70 65 4| 55 64
OP (%) 33 33 27 24 28 8 12 16
Net Profit 123 62| 94 70 66 7| 58 61
NP (%) 31 30 23 25 28 14 13 15
---------- ------ ====== ------|------ ------ ====== ------|------ ------
Stk Price 205 183 164| 105 114 109 50| 50 78
Book Value 114 111| 107 107 106 102| 102 102
PBV 1,79 1,60 1,47| 0,97 1,07 1,02 0,49| 0,49 0,76
DER 0,97 0,86| 0,85 0,76 0,70 0,74| 0,74 0,74
---------- ------ ====== ------|------ ------ ====== ------|------ ------
ROE (%) 12 12| 4 5 7 1| 3 4
ROE (Qtr) 11 12 4 0 12 1 -0 1
ROA (%) 6 6| 2 2 4 0| 1 2
Opr prof/share 7 3| 6 4 3 0| 3 3
EPS 6 3| 5 4 3 0| 3 3
EPS (Qtr) 3 3| 1 0 3 0| -0 0
EPS (Annu) 13 14| 5 5 7 1| 3 4
PER 14,77 13,19 11,63| 19,95 20,64 14,03 28,64| 14,56 16,41
PER (Qtr) 15,01 13,40 11,63| 20,33 109,85 7,91 28,64|-95,67 47,12
---------- ------ ====== ------|------ ------ ====== ------|------ ------
COP (year) 13,73 12,26 10,60 16,95 20,82 14,15 50,30 15,49 15,48
CLOP(year) 21,14 19,66 16,80 31,71 35,77 23,78 127,07 39,04 30,51
CLOP(Qtr) 21,94 20,41 16,80 21,75 192,59 12,71 127,07 -57,11 389,34
---------- ------ ====== ------|------ ------ ====== ------|------ ------
Sales Growth(%) 70 299 -7 -29
Op.Prof Growth(%) 102 1.523 100 8
Net.Prof/EPS Grow 86 742 59 16
PEG (<1) 0,15 0,02| 0,33 1,27
---------- ------ ====== ------|------ ------ ====== ------|------ ------
Sales(Qtr) 191 205 121 48 181 51 33 43
COGS (Qtr) 106 117 64 29 111 36 23 27
Gross Marg(Qtr) 84 87 57 19 70 14 10 16
GM (%) 44 42 47 40 38 27 30 37
OP.PR (Qtr) 64 69 40 4 61 4 -9 1
OP % 33 33 33 8 33 8 -27 3
NET.PR (Qtr) 60 62 23 4 59 7 -2 7
NP % 31 30 18 9 32 14 -6 16
---------- ------ ====== ------|------ ------ ====== ------|------ ------
Asset 4.016 3.703| 3.559 3.234 3.096 3.069| 3.056 3.054
Liability 1.974 1.712| 1.632 1.401 1.270 1.307| 1.301 1.297
Equity 2.041 1.990| 1.927 1.832 1.826 1.762| 1.754 1.757
Capitalis. 3.661 3.268 2.929| 1.875 1.952 1.867 856| 856 1.336
Share(mil) 17.863 17.863 17.863 17.128 17.128 17.128 17.128 17.128
---------- ------ ====== ------|------ ------ ====== ------|------ ------

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

BSDE 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 606 310 1.270 871 535 210 1.386 972
COGS 264 141 637 439 277 103 744 541
Gross Marg 342 169 632 432 258 106 641 431
GM (%) 56 54 49 49 48 50 46 44
Opr Profit 233 118| 456 301 167 58| 412 259
OP (%) 38 38 35 34 31 27 29 26
Net Profit 182 81| 308 202 125 52| 223 127
NP (%) 30 26 24 23 23 25 16 13
---------- ------ ====== ------|------ ------ ====== ------|------ ------
Stk Price 810 720 610| 880 640 540 99| 95 300
Book Value 230 221| 214 204 201 194| 189 180
PBV 3,51 3,12 2,75| 4,11 3,13 2,68 0,51| 0,50 1,66
DER 0,91 0,97| 0,96 0,97 1,02 1,05| 1,11 1,38
---------- ------ ====== ------|------ ------ ====== ------|------ ------
ROE (%) 14 13| 13 12 11 9| 10 8
ROE (Qtr) 15 13 18 13 13 9 18 4
ROA (%) 7 6| 6 6 5 4| 5 3
Opr prof/share 21 10| 41 27 15 5| 37 23
EPS 16 7| 28 18 11 4| 20 11
EPS (Qtr) 9 7| 9 7 6 4| 8 2
EPS (Annu) 33 29| 28 24 22 19| 20 15
PER 24,26 21,57 20,35| 31,17 25,89 23,61 5,12| 4,65 19,36
PER (Qtr) 22,01 19,56 20,35| 22,70 22,52 20,45 5,12| 2,69 33,94
---------- ------ ====== ------|------ ------ ====== ------|------ ------
COP (year) 18,96 16,86 14,02 21,08 17,43 17,67 4,64 2,52 9,49
CLOP(year) 23,86 21,76 18,96 26,02 22,83 24,38 14,27 8,12 17,38
CLOP(Qtr) 24,31 22,17 18,96 19,12 17,09 18,72 14,27 5,47 23,59
---------- ------ ====== ------|------ ------ ====== ------|------ ------
Sales Growth(%) 13 47 -8 -10
Op.Prof Growth(%) 39 104 10 16
Net.Prof/EPS Grow 45 55 38 59
PEG (<1) 0,47 0,37| 0,82 0,43
---------- ------ ====== ------|------ ------ ====== ------|------ ------
Sales(Qtr) 296 310 399 335 325 210 413 271
COGS (Qtr) 123 141 198 161 173 103 202 145
Gross Marg(Qtr) 173 169 200 174 151 106 210 126
GM (%) 58 54 50 51 46 50 50 46
OP.PR (Qtr) 114 118 155 134 108 58 152 63
OP % 38 38 38 39 33 27 36 23
NET.PR (Qtr) 100 81 105 77 72 52 96 24
NP % 33 26 26 23 22 25 23 8
---------- ------ ====== ------|------ ------ ====== ------|------ ------
Asset 4.811 4.770| 4.592 4.402 4.444 4.372| 4.381 4.701
Liability 2.288 2.348| 2.252 2.168 2.244 2.244| 2.305 2.722
Equity 2.522 2.422| 2.340 2.234 2.200 2.128| 2.075 1.978
Capitalis. 8.857 7.873 6.670| 9.623 6.998 5.905 1.082| 1.038 3.280
Share(mil) 10.935 10.935 10.935 10.935 10.935 10.935 10.935 10.935
---------- ------ ====== ------|------ ------ ====== ------|------ ------

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

SMRA 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 677 310 1.197 935 534 257 1.267 835
COGS 334 168 593 529 279 132 756 475
Gross Marg 343 142 604 405 255 125 510 360
GM (%) 50 45 50 43 47 48 40 43
Opr Profit 166 77| 318 196 131 60| 220 146
OP (%) 24 24 26 21 24 23 17 17
Net Profit 101 51| 167 121 68 23| 94 83
NP (%) 15 16 13 12 12 9 7 10
---------- ------ ====== ------|------ ------ ====== ------|------ ------
Stk Price 930 850 830| 600 580 385 187| 166 285
Book Value 295 280| 266 259 251 247| 243 242
PBV 3,14 2,87 2,95| 2,25 2,23 1,53 0,76| 0,68 1,18
DER 1,56 1,50| 1,60 1,48 1,29 1,26| 1,31 1,46
---------- ------ ====== ------|------ ------ ====== ------|------ ------
ROE (%) 10 11| 9 9 8 5| 6 7
ROE (Qtr) 10 11 10 12 11 5 2 2
ROA (%) 3 4| 3 3 3 2| 2 2
Opr prof/share 24 12| 49 30 20 9| 34 22
EPS 15 7| 26 18 10 3| 14 13
EPS (Qtr) 7 7| 7 8 7 3| 1 1
EPS (Annu) 30 31| 26 25 21 14| 14 17
PER 31,00 28,33 26,16| 23,08 23,09 18,03 12,88| 11,35 16,44
PER (Qtr) 31,15 28,47 26,16| 20,95 17,76 13,65 12,88| 25,41 48,58
---------- ------ ====== ------|------ ------ ====== ------|------ ------
COP (year) 18,87 17,25 17,22 12,13 14,25 9,45 4,98 4,84 9,36
CLOP(year) 28,21 26,59 25,93 20,75 23,67 17,43 13,26 14,17 21,01
CLOP(Qtr) 26,34 24,83 25,93 13,54 23,69 16,16 13,26 10,56 23,35
---------- ------ ====== ------|------ ------ ====== ------|------ ------
Sales Growth(%) 26 20 -5 11
Op.Prof Growth(%) 27 28 44 33
Net.Prof/EPS Grow 47 118 77 44
PEG (<1) 0,59 0,22| 0,30 0,51
---------- ------ ====== ------|------ ------ ====== ------|------ ------
Sales(Qtr) 367 310 262 400 276 257 431 278
COGS (Qtr) 166 168 63 250 146 132 281 163
Gross Marg(Qtr) 200 142 199 150 130 125 150 115
GM (%) 54 45 75 37 46 48 34 41
OP.PR (Qtr) 89 77 121 65 70 60 74 44
OP % 24 24 46 16 25 23 17 15
NET.PR (Qtr) 50 51 46 52 45 23 10 9
NP % 13 16 17 13 16 9 2 3
---------- ------ ====== ------|------ ------ ====== ------|------ ------
Asset 5.124 4.511| 4.460 4.139 3.708 3.591| 3.629 3.839
Liability 3.119 2.703| 2.742 2.467 2.090 1.999| 2.060 2.280
Equity 2.004 1.808| 1.717 1.671 1.618 1.592| 1.569 1.558
Capitalis. 6.301 5.759 5.342| 3.862 3.732 2.477 1.203| 1.068 1.832
Share(mil) 6.775 6.436 6.436 6.435 6.435 6.435 6.435 6.430
---------- ------ ====== ------|------ ------ ====== ------|------ ------

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

CTRS 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 265 143 391 258 188 119 581 311
COGS 159 79 228 142 105 70 292 158
Gross Marg 105 63 162 116 83 48 289 152
GM (%) 39 44 41 45 44 40 49 48
Opr Profit 54 40| 63 42 39 26| 180 73
OP (%) 20 28 16 16 20 21 31 23
Net Profit 45 42| 57 54 40 24| 144 60
NP (%) 17 29 14 21 21 20 24 19
---------- ------ ====== ------|------ ------ ====== ------|------ ------
Stk Price 590 580 720| 510 540 510 260| 158 310
Book Value 760 758| 737 735 728 720| 708 665
PBV 0,78 0,76 0,95| 0,69 0,73 0,70 0,36| 0,22 0,47
DER 0,63 0,56| 0,56 0,56 0,53 0,52| 0,54 0,68
---------- ------ ====== ------|------ ------ ====== ------|------ ------
ROE (%) 6 11| 3 5 5 6| 10 6
ROE (Qtr) 0 11 0 4 4 6 23 6
ROA (%) 3 7| 2 3 3 4| 6 3
Opr prof/share 27 20| 31 21 19 13| 91 37
EPS 22 21| 28 27 20 12| 72 30
EPS (Qtr) 1 21| 1 7 7 12| 42 10
EPS (Annu) 45 85| 28 37 40 49| 72 40
PER 12,84 12,62 8,44| 17,67 14,60 12,53 5,21| 2,17 7,57
PER (Qtr) 88,93 87,43 8,44|114,27 18,26 16,20 5,21| 0,94 7,68
---------- ------ ====== ------|------ ------ ====== ------|------ ------
COP (year) 10,69 10,51 8,84 15,96 18,83 12,87 4,93 1,74 6,24
CLOP(year) 19,39 19,21 14,02 28,77 33,09 22,58 12,08 5,94 15,37
CLOP(Qtr) 36,91 36,56 14,02 22,00 139,41 33,71 12,08 2,51 30,41
---------- ------ ====== ------|------ ------ ====== ------|------ ------
Sales Growth(%) 40 19 -32 -16
Op.Prof Growth(%) 39 54 -64 -42
Net.Prof/EPS Grow 12 70 -60 -9
PEG (<1) 0,98 0,12| -0,29 -1,50
---------- ------ ====== ------|------ ------ ====== ------|------ ------
Sales(Qtr) 122 143 132 70 69 119 270 89
COGS (Qtr) 79 79 86 36 34 70 133 52
Gross Marg(Qtr) 42 63 46 33 34 48 136 37
GM (%) 34 44 34 47 50 40 50 41
OP.PR (Qtr) 14 40 20 3 13 26 106 12
OP % 11 28 15 4 19 21 39 13
NET.PR (Qtr) 3 42 2 14 15 24 83 19
NP % 2 29 1 20 22 20 30 22
---------- ------ ====== ------|------ ------ ====== ------|------ ------
Asset 2.454 2.334| 2.268 2.265 2.202 2.171| 2.159 2.214
Liability 950 833| 810 809 760 745| 757 896
Equity 1.503 1.500| 1.458 1.456 1.441 1.426| 1.401 1.317
Capitalis. 1.167 1.147 1.424| 1.009 1.068 1.009 514| 312 613
Share(mil) 1.978 1.978 1.978 1.978 1.978 1.978 1.978 1.978
---------- ------ ====== ------|------ ------ ====== ------|------ ------

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