akhirnya TBLA BREAK JUGA...
--- In [email protected], Eka Suwandana <[EMAIL PROTECTED]> wrote: > > Betul pak, sabar saja bukan kita2 saja yg nyangkut. > Bandar gede juga nggak bisa ngeshort! alias nyangkut > juga liat aja volumenya. > Kalo saya lihat dari panen TBS-nya saja tahun > 2005-2006 kan nggak sampai 500rb ton. Nah seharusnya > tahun 2007-2008 sudah naik +-700rb ton. Masa harganya > diem. Sengaja saya beli sekarang karena kalo beli > nanti lebih dak dik duk. > Plus kalo RUPO tgl 28 lancar, masak harga diem juga? > Gede loh yg mau di buyback? > > --- laven_28 <[EMAIL PROTECTED]> wrote: > > > kayaknya harga 385 memang masih kemurahan kali > > yach.. > > soalnya baru2 ini Union Sampoerna (jointan keluarga > > sampoerna dan TP > > Rahmat) membeli 63rb lahan sawit, yang ternanam baru > > 20rb ha..dari > > KULIM malaysia seharga 125jt USD..(umur sawitnya > > rata2 baru 4tahun) > > > > Kalo kita hitung 125jt dibagi dengan 63rb didapt > > harga 18,5juta > > perhektar (kurs 9300). > > > > sedangkan TBLA kalo kita hitung capitalisasinya baru > > sekitar 21jtan > > perhektar.. (HARGA 385 X 4,15 MILYR SAHAM DIBAGI > > 76rb HEKTAR).. > > > > PADAHAL KAN UMUR RATA2 SAWIT TBLA UDAH 8-9TAHUNAN > > (ARTINYA UDAH SIAP > > PANEN). > > > > > > > > > > > > > > > > > > --- In [email protected], Eka Suwandana > > <esuwandan@> wrote: > > > > > > EBIT dan operating income selalu naik. Anda lihat > > sendiri. > > > Masalahnya naik turun karena gede untung/rugi > > kurs dan ada > > cicilan hutang Obligasi yg mature 5 tahun lagi > > (belum dilunasi baru > > bunga saja). Kalo Obligasi nya lunas dia bisa save > > beban bunga 10- > > 15M/tahun dari cicilan bunga 44 M/tahun. Obligasinya > > bunganya flat > > 14.75% dari tahun 2002. > > > > > > Kalo RUPO done laba berkurang karena hutang di > > switch dgn bunga > > bank yg 10%. > > > > > > Tapi yg penting selain itu TBLA produksi CPO > > dari kebun sendiri > > baru 100rb ton tahun 2006 lalu sementara dia jualan > > CPO 700000ton > > sisa yg 600000ton beli TBS dari lahan tetangga > > diproses di mill dia. > > Untung dari trading ini cuma 5% beda kalo TBS dari > > lahan sendiri > > sekarang bisa 40-50%. Makanya ROE, NPM kecil > > dibandingkan yg lain. > > > > > > Tetapi juga karena kapasitas mill dia sudah > > besar TBLA nggak > > perlu invest di mill baru karena dari proyeksi > > produksi CPO lahan > > sendiri peak tahun 2016 saja nggak akan sampai > > 900000ton (max > > capacity) jadi nanti income dia double dari lahan > > sendiri tanpa > > harus ngurangin trading. > > > > > > Dan itu juga menurut kawan saya KENAPA alasan > > TBLA extraction > > ratenya rendah cuma 20% soalnya hasil dari kebun > > tetangga lebih > > jelek sementara bibit milik TBLA kualitas super > > (sumber bilang dapet > > dari R&D di Malaysia) . So kedepan extraction rate > > bakal naik karena > > proporsi dari kebun sendiri meningkat. > > > > > > TBLA muantap lah makanya PERnya selalu mahal > > karena bandar tahu > > growthnya. > > > > > > > > > > > > Sriwisnu-gmail <sriwisnu@> wrote: > > > Pak Eka lihat income statement TBLA kok > > quartely EPS-nya > > naik turun dalm tahun yg sama.. Contohnya 2006 > > > EPS Q1 2006 = Rp. 15 > > > EPS Q2 2006 = Rp. 12 > > > EPS Q3 2006 = Rp. 9 > > > EPS Q4 2006 = Rp. 19.23 > > > > > > Bahkan kalau dibanding EPS 2007 makin menurun > > > EPS Q1 2007 = Rp. 1 > > > EPS Q2 2008 = Rp. 6 > > > > > > Kalo nanti dilihat yoy 2007 : 2006 mungkin > > tahun ini eps total > > nya malah turun drastis.. > > > > > > Gimana pak Eka, saya perlu advice nih dari pak > > Eka..... > > > > > > > > > Quarterly Period Ending: (in Rp) > > 30-Jun-2007 31-Mar- > > 2007 31-Dec-2006 30-Sep-2006 30-Jun-2006 > > 31-Mar-2006 31-Dec- > > 2005 30-Sep-2005 Total Sales > > 827,191,097,000 > > 345,771,322,000 1,193,998,873,000 853,889,436,000 > > > > 531,529,828,000 318,737,217,000 1,220,635,658,000 > > > > 908,399,367,000 Cost of Good Sold > > 676,399,784,000 > > 290,936,343,000 931,578,397,000 670,657,942,000 > > 425,178,561,000 > > 267,642,575,000 989,612,438,000 725,570,450,000 > > Gross > > Profit 150,791,313,000 54,834,979,000 > > 262,420,476,000 > > 183,231,494,000 106,351,267,000 51,094,642,000 > > 231,023,220,000 > > 182,828,917,000 Operating Expenses: > > Sales & Marketing > > Expenses 48,718,775,000 16,427,004,000 > > 69,617,531,000 > > 35,765,227,000 26,276,194,000 12,701,700,000 > > 56,840,645,000 > > 40,761,377,000 Administrative Expenses > > 27,420,351,000 > > 12,085,418,000 58,018,473,000 47,048,223,000 > > 28,356,200,000 > > 14,584,345,000 54,751,597,000 41,782,365,000 > > Other Operating > > > Expenses - - - - - - - - Total > > Operating Expenses > > 76,139,126,000 28,512,422,000 127,636,004,000 > > 82,813,450,000 > > 54,632,394,000 27,286,045,000 111,592,242,000 > > 82,543,742,000 Operating Income > > 74,652,187,000 > > 26,322,557,000 134,784,472,000 100,418,044,000 > > 51,718,873,000 > > 23,808,597,000 119,430,978,000 100,285,175,000 > > Other Income > > & Expenses: Interest Income 8,460,060,000 > > 4,221,254,000 > > 8,316,846,000 4,362,142,000 1,047,582,000 > > 297,022,000 > > 579,590,000 675,650,000 Foreign Exchange Gain > > (Loss) - > > 1,920,387,000 -6,511,944,000 36,214,396,000 > > 24,430,444,000 > > 23,562,374,000 26,169,226,000 -15,087,891,000 - > > 37,901,230,000 Gain (Loss) on Sale of Assets - > > - - - - - > > - - Other Items -45,595,866,000 > > -18,360,155,000 - > > 100,163,749,000 -63,971,885,000 -42,631,921,000 > > -21,828,165,000 - > > 86,407,736,000 -59,126,436,000 Total Other > > Income & > > Expenses -39,056,193,000 -20,650,845,000 > > -55,632,507,000 > > > -35,179,299,000 -18,021,965,000 4,638,083,000 > > - > > 100,916,037,000 -96,352,016,000 Income > > Before Tax > > 35,595,994,000 5,671,712,000 79,151,965,000 > > 65,238,745,000 > > 33,696,908,000 28,446,680,000 18,514,941,000 > > 3,933,159,000 > > Income Tax Expenses 9,507,515,000 3,553,948,000 > > 26,176,515,000 > > 27,130,241,000 14,720,700,000 4,619,267,000 > > 12,293,825,000 > > 3,534,879,000 Income From Normal Operations > > 26,088,479,000 > > 2,117,764,000 52,975,450,000 38,108,504,000 > > 18,976,208,000 > > 23,827,413,000 6,221,116,000 398,280,000 > > Extraordinary > > Items - - - - - - - - Minority Int. in > > Net Earnings > > (Subsidiary) -241,717,000 -17,016,000 -91,350,000 > > -96,774,000 - > > 55,937,000 29,167,000 -2,243,000 79,547,000 > > Net Income > > 25,846,762,000 2,100,748,000 52,884,100,000 > > 38,011,730,000 > > 18,920,271,000 23,856,580,000 6,218,873,000 > > 477,827,000 > > Earnings Per Share 6.00 1.00 19.23 9.00 12.00 > > 15.00 3.85 - > > Diluted Earnings Per > > > Share - - - - - - - - > > > > > > === message truncated === > Kunjungi situs http://www.info-saham.com untuk informasi seputar saham. 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