match kan kenaikan akun operating expense sama biaya tangguhan. kalo 
biaya tangguhannya emang naik besarannya agak mendekati kenaikan 
operating expense maka bisa jadi operating expense yang keluar memang 
belum "match" krn di penerimaan revenue memang belum recognition. 
tapi biaya untuk ongoing job udah di buku duluan. itu kalo dr sisi 
proyek2 terkait jasa support MIGAS yah. tp perlu dicermati jg kalo 
emang operating expense udah naik signifikan tp revenue nya QoQ tetap 
ato malah turun maka harus dipastikan dulu apakah ini persist ato 
engga. kalo revenue tetap tp operating expense naik dan stlh di cek 
prepaid expensnya ga naik banyak maka bisa jadi emang narrowing 
margin krn cost naik. ini kalo berlanjut maka tanda2 kurang sip. nah 
apalagi kalo revenue QoQ turun sementara Operating Expense naik dan 
prepaid expense juga ga naik signifikan bisa jadi ini emang cost naek 
en penjualan melemah, nah kalo ini mah namanya company butut. 
hehehehehe


tp klo ga salah tipikal perusahaan support migas kan begitu, apex 
earning jump juga baru Q1 o8 pdhl upgrade kontrak di 2007. hanya 
emang waktu awal IPO kbanyakan orang udah pada euforia sama si ELSA 
ini. penyakit kebiasaan orang sini kalo IPO lah. 

--- In obrolan-bandar@yahoogroups.com, Kabu Nusi <[EMAIL PROTECTED]> 
wrote:
>
> 
> 
> nilai kontrak unequal dengan payment/income kan Pak. Kontrak hulu 
tidak bisa accomplish in months, bisa belasan bulan ... terutama 
terkait rig
> 
> LK dari site BEI: 
http://202.155.2.90/corporate_actions/new_info_jsx/jenis_informasi/01_
laporan_keuangan/02_Soft_Copy_Laporan_Keuangan/Laporan%20Keuangan%
20Tahun%202008/Triwulan%20-%20I/Elnusa%20(ELSA)/
> 
> btw, kemarin asing net buy ELSA 6.25 mio shares :)
> 
> 
> 
> Andi Wahyudi <[EMAIL PROTECTED]> 
wrote:                             Kalau ga salah, sampai bulan 
februari, nilai kontrka yg didapat ELSA sudah 70% dari total target 
tahun 2008. Sampai bulan Maret nilai kontrak yg didapat ELSA bahkan 
sudah mencapai 80% dari target total 2008. 
> 
> Saya mencari di website BEI ternyata belum ada LK ELSA untuk Q1 
2008. Apakah ada yg bisa memberi kejelasan info mengenai LK resmi 
dari ELSA?
> 
> Rgds,
> Andi
> 
> 
> >    > 
> > > --- In obrolan-bandar@yahoogroups.com,    "hendrik_lwww"
> > > <hendrik_lwww@> wrote:
> >  >    >
> > > > Elnusa 1Q Net Loss Surges 160% 
> > > >    ----------------------------------------------------------
> >    > > ----------
> > > > 
> > > > Monday, 5 May 2008    11:17:56
> > > > StockWatch (Jakarta) - PT Elnusa Tbk (ELSA) and the    
company's 
> > > > subsidiaries booked net loss of IDR10.185 billion    (IDR1.4 
per 
> > share) 
> > > > in the first quarter of 2008,    up sharply by 160% from 
IDR3.922 
> > > > billion (IDR3.4 per share)    in the same period of 2007. 
> > > > 
> > > > Elnusa's    management said in the company's financial report 
> > submitted 
> >    > > to the IDX, the net loss stepped up because operating 
expense    
> > > > increased 10% at IDR49.593 billion, which also caused    
operating 
> > > > profit to stumble at IDR13.692 billion from    IDR23.999  
billion. 
> > > > 
> > > > At the same time, the    company's revenue climbed 9.14% at 
> > IDR462.325 
> > > >    billion from IDR423.598 billion, but cost of goods sold 
(COGS) 
> > also    
> > > > rose 12.57% at IDR399.040 billion so the company's gross    
profit 
> > > > stepped down at IDR63.285 billion from IDR69.110    billion. 
> > > > 
> > > > Elnusa is 41.1% owned by state    oil company Pertamina, 
which has 
> > been 
> > > > active in    oil and gas services for approximately 39 years. 
> > (yan/bw)
> >    > >
> > > 
> > > 
> > > 
> > > 
> > >    
> > > Send instant messages to your online friends 
> > http://uk.messenger.yahoo.com
> >    >
> >
> 
> 
> 
> 
> 
> 
> 
>  Send instant messages to your  online friends 
http://uk.messenger.yahoo.com 
>      
>                                        
> 
>        
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