Pilem BF baru judulnya apa mbah... bintangnya SMAr dong... ________________________________
From: obrolan-bandar@yahoogroups.com [mailto:[EMAIL PROTECTED] On Behalf Of jsx_consultant Sent: Friday, August 29, 2008 2:59 PM To: obrolan-bandar@yahoogroups.com Subject: [obrolan-bandar] SMART: target naek 100% setahun ......Re: INDF: Financial performance H1/2008 SMART: target naek 100% setahun Cuman ini saham engga likwid, saat ini aja bid offer= 3450-3650. Tapi PT Smart Tbk, ini sebenarnya gede, penjualannya aja dua kali lebih gede dari Astra Agro. Sales half year = 7724 miliar dan capitalisasi pasar = 10.339 miliar... ROE = 47% DER = 1,06 PBV = 2,24 COP = 3,7 thn balik modal CLOP = 5,5 thn balik modal GROWTH: - Sales = 161% - Operating profit = 89% - Net pofit = 114% MARGIN: - Laba kotor = 26% - laba operasi = 17% - Laba bersih = 14% , bandingkan dgn INDF yg cuman 4%, jadi kalo perang harga, INDF labanya 0% maka SMAR masih 10% Net profit Q2/2008 = 673 miliar, Q1/2008 = 422 miliar, jadi harga cpo jatuh, tapi laba bersih naik 251 miliar atau naik +59% dibanding quartal sebelumnya (q1). PER saat ini = 4,72 diharga 3600. Kita kasih target PER = 10 dalam setahun (PER INDF hari ini) jadi harga target SMAR = 10 /4,72 X 3600 = 7627. Seharusnya PERnya bisa naik lebih tinggi dari 10 pada saat market bullish, saat ini aja PER INDF udah 10, tapi naik 100% setahun CUKUP ATUH...hehehe.. --- In obrolan-bandar@yahoogroups.com <mailto:obrolan-bandar%40yahoogroups.com> , "indriyanta s." <[EMAIL PROTECTED]> wrote: > > SMAR yo Mbah > > --- On Thu, 8/28/08, jsx_consultant <[EMAIL PROTECTED]> wrote: > > From: jsx_consultant <[EMAIL PROTECTED]> > Subject: [obrolan-bandar] INDF: Financial performance H1/2008 > To: obrolan-bandar@yahoogroups.com <mailto:obrolan-bandar%40yahoogroups.com> > Date: Thursday, August 28, 2008, 11:06 PM > > Laporan keuangan INDF hari ini keluar dikoran kompas.... > > INDF merupakan 1 dari 30 emiten yg embah lihat masih punya > Operating Profit MRQ GROWTH yg positif dari 47 laporan > keuangan yg embah telaah.. > > INDF punya angka O/P growth 5% dan LSIP anak prusahaannya punya > angka growth 1%. Penurunan harga CPO pada qtr 2 membuat > laba operasi Q2 menurun. Pada Q3, laba operasi emiten CPO > akan turun drastis karena harga cpo nya turun dalam. > > Tapi ada emiten cpo yang growth MRQ nya mencapai 59% yaitu > emiten CPO yg sudah mengintegtrasikan industri cpo > dari hulu sampe ke hilir. Tebak siapakan DIA ?. > > > Note: > - MRQ = Most Recent Quarter, jadi sama dengan QTR 2 an QTR 1 > - Data INDF dan LSIP di investdata.net sudah diupdate. > > > > > ------------------------------------ > > + + > + + + + + > Mohon saat meREPLY posting, text dari posting lama dihapus > kecuali diperlukan agar CONTEXTnya jelas. > + + + + + > + +Yahoo! Groups Links > This email and any attachments are confidential and may also be privileged. If you are not the addressee, do not disclose, copy, circulate or in any other way use or rely on the information contained in this email or any attachments. If received in error, notify the sender immediately and delete this email and any attachments from your system. Emails cannot be guaranteed to be secure or error free as the message and any attachments could be intercepted, corrupted, lost, delayed, incomplete or amended. Standard Chartered PLC and its subsidiaries do not accept liability for damage caused by this email or any attachments and may monitor email traffic. Standard Chartered PLC is incorporated in England with limited liability under company number 966425 and has its registered office at 1 Aldermanbury Square, London, EC2V 7SB. Standard Chartered Bank ("SCB") is incorporated in England with limited liability by Royal Charter 1853, under reference ZC18. The Principal Office of SCB is situated in England at 1 Aldermanbury Square, London EC2V 7SB. In the United Kingdom, SCB is authorised and regulated by the Financial Services Authority under FSA register number 114276. If you are receiving this email from SCB outside the UK, please click http://www.standardchartered.com/global/email_disclaimer.html to refer to the information on other jurisdictions.
