JSMR: H1/2010 Result

14:48
JSMR: H1/2010 Result

JSMR 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 2.103 1.011 3.692 2.618 1.702 832 3.353 2.499
COGS 1.007 500 2.175 1.526 1.013 465 1.982 1.404
Gross Marg 1.096 511 1.516 1.092 688 367 1.371 1.094
GM (%) 52 50 41 41 40 44 40 43
Opr Profit 1.096 511| 1.516 1.092 688 367| 1.371 1.094
OP (%) 52 50 41 41 40 44 40 43
Net Profit 647 303| 992 735 395 196| 707 554
NP (%) 30 29 26 28 23 23 21 22
---------- ------ ====== ------|------ ------ ====== ------|------ ------
Stk Price 2.175 2.075 1.790| 1.810 1.870 1.550 900| 910 1.010
Book Value 1.059 1.100| 1.056 1.005 962 994| 966 945
PBV 2,05 1,96 1,63| 1,71 1,86 1,61 0,90| 0,94 1,07
DER 1,42 1,21| 1,25 1,29 1,40 1,25| 1,23 1,19
---------- ------ ====== ------|------ ------ ====== ------|------ ------
ROE (%) 17 16| 13 14 12 11| 10 11
ROE (Qtr) 19 16 14 19 12 11 9 11
ROA (%) 7 7| 6 6 5 5| 4 5
Opr prof/share 161 75| 222 160 101 54| 201 161
EPS 95 44| 145 108 58 28| 104 81
EPS (Qtr) 50 44| 37 49 29 28| 22 27
EPS (Annu) 190 178| 145 144 116 115| 104 108
PER 11,42 10,89 10,04| 12,40 12,97 13,32 7,78| 8,74 9,29
PER (Qtr) 10,73 10,24 10,04| 11,95 9,36 13,23 7,78| 10,09 9,04
---------- ------ ====== ------|------ ------ ====== ------|------ ------
COP (year) 6,75 6,44 5,95 8,12 8,73 7,65 4,16 4,51 4,70
CLOP(year) 11,40 11,09 10,39 14,05 14,81 14,28 9,90 10,40 9,94
CLOP(Qtr) 10,68 10,38 10,39 12,57 13,36 15,31 9,90 12,88 9,57
---------- ------ ====== ------|------ ------ ====== ------|------ ------
Sales Growth(%) 23 21 10 4
Op.Prof Growth(%) 59 38 10 -0
Net.Prof/EPS Grow 63 54 40 32
PEG (<1) 0,17 0,19| 0,31 0,40
---------- ------ ====== ------|------ ------ ====== ------|------ ------
Sales(Qtr) 1.091 1.011 1.073 916 869 832 853 873
COGS (Qtr) 506 500 649 512 548 465 577 494
Gross Marg(Qtr) 585 511 423 403 321 367 276 379
GM (%) 53 50 39 44 36 44 32 43
OP.PR (Qtr) 585 511 423 403 321 367 276 379
OP % 53 50 39 44 36 44 32 43
NET.PR (Qtr) 344 303 257 339 199 196 153 189
NP % 31 29 23 37 22 23 17 21
---------- ------ ====== ------|------ ------ ====== ------|------ ------
Asset 17.393 16.560|16.174 15.695 15.684 15.199|14.642 14.064
Liability 10.191 9.074| 8.990 8.855 9.140 8.435| 8.070 7.636
Equity 7.201 7.485| 7.183 6.839 6.544 6.764| 6.572 6.427
Capitalis. 14.790 14.110 12.172|12.308 12.716 10.540 6.120| 6.188 6.868
Share(mil) 6.800 6.800 6.800 6.800 6.800 6.800 6.800 6.800
---------- ------ ====== ------|------ ------ ====== ------|------ ------

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

Mbah...JSMR centongnya bagus ngak?

Mbah...JSMR centongnya bagus ngak?

Centong punya JSMR:
- http://www.obrolanbandar.com/pirjsmr.png

JSMR: Net Profit IMPROVING

JSMR: Net Profit IMPROVING

Q1/2010 = 303B

Q4/2009 = 257B
Q3/2009 = 339B
Q2/2009 = 199B
Q1/2009 = 196B

Q4/2008 = 153B
Q3/2008 = 189B
Q2/2008 = 175B

JSMR: technical

JSMR: technical



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

JSMR: Final Result 2009

JSMR: Final Result 2009

JSMR Date : 30-03-10
Financial Performance (in billion Rp)
www.investdata.net

2009| 2008|
30-03-10 ....Q4 ....Q3 ....Q2 ....Q1|....Q4 ....Q3 ....Q2 ....Q1|
---------- ------ ====== ------ ------ ------ ====== ------ ------ ------
Sales 3.692 2.618 1.702 832 3.353 2.499 1.626 799
COGS 2.175 1.526 1.013 465 1.982 1.404 910 437
Gross Marg 1.516 1.092 688 367 1.371 1.094 715 361
GM (%) 41 41 40 44 40 43 44 45
Opr Profit 1.516 1.092 688 367| 1.371 1.094 715 361
OP (%) 41 41 40 44 40 43 44 45
Net Profit 992 735 395 196| 707 554 364 188
NP (%) 26 28 23 23 21 22 22 23
---------- ------ ====== ------ ------ ------ ====== ------ ------ ------
Stk Price 1.800 1.810 1.870 1.550 900| 910 1.010 1.160 1.400
Book Value 1.056 1.005 962 994| 966 945 916 906
PBV 1,70 1,71 1,86 1,61 0,90| 0,94 1,07 1,27 1,54
DER 1,25 1,29 1,40 1,25| 1,23 1,19 1,22 1,23
---------- ------ ====== ------ ------ ------ ====== ------ ------ ------
ROE (%) 13 14 12 11| 10 11 11 12
ROE (Qtr) 14 19 12 11 9 11 11 12
ROA (%) 6 6 5 5| 4 5 5 5
Opr prof/share 222 160 101 54| 201 161 105 53
EPS 145 108 58 28| 104 81 53 27
EPS (Qtr) 37 49 29 28| 22 27 25 27
EPS (Annu) 145 144 116 115| 104 108 107 111
PER 12,33 12,40 12,97 13,32 7,78| 8,74 9,29 10,82 12,59
PER (Qtr) 11,88 11,95 9,36 13,23 7,78| 10,09 9,04 11,23 12,59
---------- ------ ====== ------ ------ ------ ====== ------ ------ ------
COP (year) 8,07 8,12 8,73 7,65 4,16 4,51 4,70 5,51 6,58
CLOP(year) 14,00 14,05 14,81 14,28 9,90 10,40 9,94 10,84 11,82
CLOP(Qtr) 12,57 13,36 15,31 9,90 12,88 9,57 10,96 11,82
---------- ------ ====== ------ ------ ------ ====== ------ ------ ------
Sales Growth(%) 10 4 4 4
Op.Prof Growth(%) 10 -0 -3 1
Net.Prof/EPS Grow 40 32 8 3
PEG (<1) 0,31 0,40 1,56 1,95
---------- ------ ====== ------ ------ ------ ====== ------ ------ ------
Sales(Qtr) 1.073 916 869 832 853 873 826 799
COGS (Qtr) 649 512 548 465 577 494 472 437
Gross Marg(Qtr) 423 403 321 367 276 379 353 361
GM (%) 39 44 36 44 32 43 42 45
OP.PR (Qtr) 423 403 321 367 276 379 353 361
OP % 39 44 36 44 32 43 42 45
NET.PR (Qtr) 257 339 199 196 153 189 175 188
NP % 23 37 22 23 17 21 21 23
---------- ------ ====== ------ ------ ------ ====== ------ ------ ------
Asset 16.174 15.695 15.684 15.199|14.642 14.064 13.865 13.760
Liability 8.990 8.855 9.140 8.435| 8.070 7.636 7.631 7.596
Equity 7.183 6.839 6.544 6.764| 6.572 6.427 6.234 6.164
Capitalis. 12.240 12.308 12.716 10.540 6.120| 6.188 6.868 7.888 9.520
Share(mil) 6.800 6.800 6.800 6.800 6.800 6.800 6.800 6.800
---------- ------ ====== ------ ------ ------ ====== ------ ------ ------

See ERROR and OMISSION

http://www.investdata.net/QYJSMR.TXT

JSMR

Ini gambar dan targetnya (masih kira2)



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

Emiten2 yg mengalami Pertumbuhan Laba Operasi pada Q3 dibanding Q2

Emiten2 yg mengalami Pertumbuhan Laba Operasi pada Q3 dibanding Q2

http://www.investdata.net/QZ93ALL8.TXT

Note:
- Saat ini baru 17 emiten yg sudah dikerjakan dan akan bertambah terus.
- Emiten diranking dari yg Growthnya terbesar sampai ke yg negatif

Memilih saham yg baik tentunya tidak hanya dengan membandingkan Laba Operasi Q3 dibanding Q2, tapi daftar ini MEMUDAHKAN MENDETEKSI emiten yg PROFITABILITASnya MEMBAIK....

Hasil laporan keuangan Q2 sudah lama keluar jadi sudah terdiscount oleh market sehingga laporan yg baguspun sudah tidak mempengaruhi perubahan harga karena harga saham sudah mencakup info Laba Q2.

Hasil laporan Q3 baru keluar, jadi peningkatan atau penurunan Laba operasi akan mempengaruhi harga saham yg berjalan.

Jadi meskipun laporan keuangannya jelek tapi jika lebih bagus dibanding laporan keuangan sebelumnya maka info Q3 akan mempengaruhi harga pasar dengan catatan: Laporan Q3 ini belum diantisipasi oleh pasar akan naik atau turun (jadi harus diluar expektasi pasar).

Contoh pemakaian:

Pada daftar kita lihat JSMR mengalami peningkatan laba operasi dan laba bersih sebesar 25% dan 70%
- http://www.investdata.net/QZ93ALL8.TXT

Kita check ke Worksheet lengkapnya:
- http://www.investdata.net/QXJSMR.TXT

Disini kita harus meneliti:
- Kenapa ada kenaikan ?
- Apakah kenaikan ini akan berlanjut ke Q4 dst ?.

Jika kenaikan laba ini bisa berlanjut ke Q4 maka JSMR bisa meledak harganya...