BMRI: H1/2010 Result

BMRI: H1/2010 Result

BMRI Date : 26-07-10
Financial Performance (in billion Rp)
www.investdata.net

2010 2009| 2008|
26-07-10 ....Q2 ....Q1|....Q4 ....Q3 ....Q2 ....Q1|....Q4 ....Q3|
---------- ------ ====== ------|------ ------ ====== ------|------ ------
Sales 16.217 8.029 32.598 24.359 16.603 8.567 27.336 19.004
COGS 6.848 3.395 15.821 12.034 7.943 4.173 12.051 8.337
Gross Marg 9.369 4.634 16.777 12.324 8.660 4.393 15.284 10.667
GM (%) 57 57 51 50 52 51 55 56
Opr Profit 5.404 2.700|10.434 6.796 4.385 2.015| 7.910 5.549
OP (%) 33 33 32 27 26 23 28 29
Net Profit 4.034 2.003| 7.155 4.619 2.926 1.400| 5.312 3.963
NP (%) 24 24 21 18 17 16 19 20
---------- ------ ====== ------|------ ------ ====== ------|------ ------
Stk Price 6.150 6.000 5.350| 4.700 4.700 3.175 2.050| 2.025 2.650
Book Value 1.740 1.759| 1.703 1.579 1.500 1.527| 1.459 1.389
PBV 3,53 3,45 3,04| 2,76 2,98 2,12 1,34| 1,39 1,91
DER 10,01 9,86| 10,08 10,07 10,42 9,88| 10,75 9,97
---------- ------ ====== ------|------ ------ ====== ------|------ ------
ROE (%) 22 21| 20 18 18 17| 17 18
ROE (Qtr) 22 21 28 20 19 17 17 18
ROA (%) 2 2| 1 1 1 1| 1 1
Opr prof/share 257 129| 499 324 209 96| 378 265
EPS 192 95| 342 220 139 66| 254 189
EPS (Qtr) 96 95| 121 80 72 66| 64 64
EPS (Annu) 384 383| 342 293 279 267| 254 252
PER 15,99 15,60 13,96| 13,73 15,99 11,37 7,65| 7,97 10,48
PER (Qtr) 15,88 15,50 13,96| 9,69 14,55 10,90 7,65| 7,84 10,23
---------- ------ ====== ------|------ ------ ====== ------|------ ------
COP (year) 11,94 11,65 10,35 9,42 10,87 7,59 5,31 5,35 7,49
CLOP(year) 45,76 45,47 43,91 43,82 47,66 44,93 44,46 46,81 46,62
CLOP(Qtr) 45,74 45,45 43,91 31,42 44,78 41,57 44,46 39,21 48,20
---------- ------ ====== ------|------ ------ ====== ------|------ ------
Sales Growth(%) -2 -6 19 28
Op.Prof Growth(%) 23 33 31 22
Net.Prof/EPS Grow 37 43 34 16
PEG (<1) 0,41 0,32| 0,40 0,97
---------- ------ ====== ------|------ ------ ====== ------|------ ------
Sales(Qtr) 8.187 8.029 8.239 7.755 8.036 8.567 8.331 6.829
COGS (Qtr) 3.453 3.395 3.787 4.091 3.769 4.173 3.714 3.166
Gross Marg(Qtr) 4.734 4.634 4.452 3.664 4.266 4.393 4.617 3.663
GM (%) 57 57 54 47 53 51 55 53
OP.PR (Qtr) 2.703 2.700 3.637 2.411 2.369 2.015 2.360 1.789
OP % 33 33 44 31 29 23 28 26
NET.PR (Qtr) 2.030 2.003 2.535 1.693 1.526 1.400 1.349 1.353
NP % 24 24 30 21 18 16 16 19
---------- ------ ====== ------|------ ------ ====== ------|------ ------
Asset 402.083399.338|**.***366.494358.897347.626|**.***318.670
Liability 365.575362.556|**.***333.391327.457315.683|**.***289.620
Equity 36.508 36.782|35.616 33.102 31.439 31.942|30.513 29.050
Capitalis.129.036125.889111.845|98.256 98.506 66.544 42.856|42.333 55.398
Share(mil) 20.981 20.905 20.905 20.958 20.958 20.905 20.905 20.905
---------- ------ ====== ------|------ ------ ====== ------|------ ------

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

Date: 23-07-10 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 PTBA 3.794| 43 27 23| 7,0| 0,4| 23| 24 33|39 17|20| 21 26|18| 19 23|19| 20 25|-15 -49|-42| 12 47| 43|-0,49|16.500| 38.018|
|-- ---- ------- === === === ==== ==== === === --- ====== -- -- -- === -- -- === -- -- --- --- === --- --- === =====|======|=======|

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

BBRI vs BMRI Technical

BBRI vs BMRI Technical



- BBRI: http://www.obrolanbandar.com/pibbbri.png



- BMRI: http://www.obrolanbandar.com/pibbmri.png

BMRI Technical

BMRI Technical



http://www.invest2000.net/pibbmri.png

BMRI: Final Result 2009

BMRI: Final Result 2009


Attached:
- http://www.investdata.net/QYBMRI.TXT

BMRI Date : 23-02-10
Financial Performance (in billion Rp)
www.investdata.net

2009| 2008|
23-02-10 ....Q4 ....Q3 ....Q2 ....Q1|....Q4 ....Q3 ....Q2 ....Q1|
---------- ------ ====== ------ ------ ------ ====== ------ ------ ------
Sales 32.598 24.359 16.603 8.567 27.336 19.004 12.174 6.141
COGS 15.821 12.034 7.943 4.173 12.051 8.337 5.170 2.757
Gross Marg 16.777 12.324 8.660 4.393 15.284 10.667 7.004 3.384
GM (%) 51 50 52 51 55 56 57 55
Opr Profit 10.434 6.796 4.385 2.015| 7.910 5.549 3.760 1.978
OP (%) 32 27 26 23 28 29 30 32
Net Profit 7.155 4.619 2.926 1.400| 5.312 3.963 2.609 1.389
NP (%) 21 18 17 16 19 20 21 22
---------- ------ ====== ------ ------ ------ ====== ------ ------ ------
Stk Price 4.600 4.700 4.700 3.175 2.050| 2.025 2.650 2.600 3.150
Book Value 1.703 1.579 1.500 1.527| 1.459 1.389 1.325 1.473
PBV 2,70 2,76 2,98 2,12 1,34| 1,39 1,91 1,96 2,14
DER 10,08 10,07 10,42 9,88| 10,75 9,97 10,00 8,80
---------- ------ ====== ------ ------ ------ ====== ------ ------ ------
ROE (%) 20 18 18 17| 17 18 18 18
ROE (Qtr) 28 20 19 17 17 18 17 18
ROA (%) 1 1 1 1| 1 1 1 1
Opr prof/share 499 324 209 96| 378 265 179 95
EPS 342 220 139 66| 254 189 124 66
EPS (Qtr) 121 80 72 66| 64 64 58 66
EPS (Annu) 342 293 279 267| 254 252 249 267
PER 13,44 13,73 15,99 11,37 7,65| 7,97 10,48 10,42 11,76
PER (Qtr) 9,48 9,69 14,55 10,90 7,65| 7,84 10,23 11,14 11,76
---------- ------ ====== ------ ------ ------ ====== ------ ------ ------
COP (year) 9,22 9,42 10,87 7,59 5,31 5,35 7,49 7,23 8,26
CLOP(year) 43,62 43,82 47,66 44,93 44,46 46,81 46,62 44,05 42,25
CLOP(Qtr) 31,42 44,78 41,57 44,46 39,21 48,20 46,49 42,25
---------- ------ ====== ------ ------ ------ ====== ------ ------ ------
Sales Growth(%) 19 28 36 39
Op.Prof Growth(%) 31 22 16 1
Net.Prof/EPS Grow 34 16 12 0
PEG (<1) 0,40 0,97 0,93 9,67
---------- ------ ====== ------ ------ ------ ====== ------ ------ ------
Sales(Qtr) 8.239 7.755 8.036 8.567 8.331 6.829 6.033 6.141
COGS (Qtr) 3.787 4.091 3.769 4.173 3.714 3.166 2.413 2.757
Gross Marg(Qtr) 4.452 3.664 4.266 4.393 4.617 3.663 3.619 3.384
GM (%) 54 47 53 51 55 53 59 55
OP.PR (Qtr) 3.637 2.411 2.369 2.015 2.360 1.789 1.781 1.978
OP % 44 31 29 23 28 26 29 32
NET.PR (Qtr) 2.535 1.693 1.526 1.400 1.349 1.353 1.219 1.389
NP % 30 21 18 16 16 19 20 22
---------- ------ ====== ------ ------ ------ ====== ------ ------ ------
Asset 394.616366.494358.897347.626|**.***318.670304.680299.585
Liability 359.000333.391327.457315.683|**.***289.620276.969269.017
Equity 35.616 33.102 31.439 31.942|30.513 29.050 27.710 30.568
Capitalis. 96.165 98.256 98.506 66.544 42.856|42.333 55.398 54.353 65.361
Share(mil) 20.905 20.958 20.958 20.905 20.905 20.905 20.905 20.749
---------- ------ ====== ------ ------ ------ ====== ------ ------ ------

See ERROR and OMISSION

Analisa saham pake LOGIKA + BMRI

Embah memang tidak 100% mematuhi prinsip2 Elliott Wave,

Kenapa ?.

Disamping itu, karena prinsip EW dibuat berdasarkan kesimpulan empiris doang jadi BUKAN HARGA MATI, kita bisa nawar.

Contoh:
Kalo jam 2 malam, anda ketemu lampu merah, tidak ada satupun kendaraan. Apakah anda akan berhenti atau MELANGGAR ATURAN Lalu lintas ?.

Jadi disini diperlukan analisa Cowboy (Discretion) agar kita ENGGA JADI ORANG BEGO !!!


Meskipun kita mengikuti aturan Elliott Wave yg sama, HASIL Elliot Wave bisa beda.

Embah kirimkan wave counting Elliott Wave dengan menggunakan kaidah Elliott wave tapi dalam pemilihan Alternative, embah pilih cara Bill William, hasilnya berbeda sedikit dengan yg dikirim Kwee Cheng



http://www.obrolanbandar.com/piwbmri.png


Kita pragmatis aja:
- Keberhasilan TA paling sekitar 60% atau 70%
- Jadi kenapa musti pusing ikut aturan Elliott Wave secara saklek ?.

Pake Elliott wave musti RELAX dan SANTAI, kalo salah benerin lagi aja sambil jalan...

Dulu embah berfikir seperti anda akhirnya BERHENTI pake Elliott Wave karena JADI PUSING SENDIRI...

SANTAI aja nanti juga anda akan dapatkan FEELINGnya... jadi rahasianya: JUST RELAX... kalo salah... RELAX LAGI..coba lagi, nanti lama lama FEELINGnya dapet...

Embah rasa metoda ini bisa diterapkan pada member yg belum berhasil setelah ikut kursus TA: RELAX.. COBA LAGI sampe bisa...