Jam 15:30 CPO 2817 (+0.97%)
----- Original Message ---- From: Vic <[EMAIL PROTECTED]> To: obrolan-bandar@yahoogroups.com Sent: Thursday, August 7, 2008 3:18:31 PM Subject: [obrolan-bandar] Re: INCO: Financial Performance H1/2008 NI 3M 18260 18460 +560 --- In obrolan-bandar@ yahoogroups. com, "Bettina Tan" <bettina.tan@ ...> wrote: > > Hati2 inventory naek2 karena shipment dari rusia baru mulai berdatangan > minggu ini.. > > On 8/7/08, Vic victor_sperandeo@ ... wrote: > > > > kayaknya base metal mulai rebound > > SN 3M 20500 20700 +125 NI 3M 18000 18200 +300 > > > > > > --- In obrolan-bandar@ yahoogroups. com, "OB Help desk" ob.helpdesk@ > > wrote: > > > > > > Terlampir financial performance h1/2008 > > > > > > Summary: > > > - PER = 7,5 > > > - ROE = 40% > > > - DER = 0,3 > > > - Gross margin = 52%, padahal harga jual nickel MEROSOT DALAM.....RUAR > > > BIASA !!!! > > > - Net profit margin = 36% dari sales. Ini juga EXTRA ORDINARY. > > > > > > - Performance Q2 2008 lebih baik dibanding Q1 2008 padahal > > > harga nickel turun terus. > > > > > > Conclusion: > > > - Kalo harga Nickel rebound, INCO akan REBOUND KENCENG BANGET !!!! > > > > > > Regards, > > > OB HelpDesk > > > > > > INCO Date : 06-08-08 > > > Financial Performance (in million US$) > > > www.investdata. net > > > > > > 2008| 2007| 2006| > > > 06-08-08 ....Q2 ....Q1|....Q4 ....Q3 .....Q2 ....Q1|....Q4 ....Q3| > > > ---------- ------ ------ ======|----- - ------ ------ ======|----- - > > > ------ > > > Sales 819 380 2.325 1.867 1.305 446 1.337 748 > > > COGS 388 177 682 495 308 128 569 378 > > > Gross Marg 430 202 1.642 1.372 997 318 767 369 > > > GM (%) 52 53 70 73 76 71 57 49 > > > Opr Profit 412 191| 1.588 1.332 969 307| 735 351 > > > OP (%) 50 50 68 71 74 68 54 46 > > > Net Profit 295 139| 1.173 972 707 227| 513 247 > > > NP (%) 36 36 50 52 54 50 38 33 > > > ---------- ------ ------ ======|----- - ------ ------ ======|----- - > > > ------ > > > Stk Price 0,45 0,65 0,75| 1,03 6,83 5,97 5,84| 3,33 2,47 > > > Book Value 0,15 0,13| 0,14 2,17 1,91 1,42| 1,69 1,45 > > > PBV 3,06 4,44 5,75| 7,42 3,14 3,13 4,11| 1,97 1,70 > > > DER 0,30 0,48| 0,36 0,26 0,29 0,65| 0,26 0,24 > > > ---------- ------ ------ ======|----- - ------ ------ ======|----- - > > > ------ > > > ROE (%) 40 42| 84 60 74 64| 30 22 > > > ROA (%) 31 28| 62 47 57 39| 24 18 > > > Opr prof/share 0,04 0,02| 0,16 1,34 0,98 0,31| 0,74 0,35 > > > EPS 0,03 0,01| 0,12 0,98 0,71 0,23| 0,52 0,25 > > > EPS (Qtr) 0,02 0,01| 0,02 0,27 0,48 0,23| 0,27 0,13 > > > EPS (Annu) 0,06 0,06| 0,12 1,31 1,42 0,92| 0,52 0,33 > > > PER 7,54 10,93 13,39| 8,77 5,23 4,19 6,37| 6,45 7,43 > > > PER (Qtr) 10,36 13,39| 12,82 6,39 3,09 6,37| 3,12 4,93 > > > ---------- ------ ------ ======|----- - ------ ------ ======|----- - > > > ------ > > > COP (year) 5,40 7,83 9,75 6,47 3,82 3,06 4,73 4,50 5,25 > > > CLOP(year) 5,93 8,35 10,57 6,79 4,13 3,34 5,47 5,10 6,00 > > > CLOP(Qtr*) 7,80 10,57 10,55 5,05 2,45 5,47 2,44 3,99 > > > ---------- ------ ------ ======|----- - ------ ------ ======|----- - > > > ------ > > > Sales Growth(%) -37 -14 73 149 > > > Op.Prof Growth(%) -57 -37 115 279 > > > Net.Prof/EPS Grow -58 -38 128 292 > > > PEG (<1) -0,13 -0,19 -0,35| 0,07 0,02 > > > ---------- ------ ------ ======|----- - ------ ------ ======|----- - > > > ------ > > > Sales(Qtr) 439 380 458 561 859 446 589 307 > > > COGS (Qtr) 210 177 187 186 179 128 191 124 > > > Gross Marg(Qtr) 228 202 270 374 679 318 398 183 > > > GM (%) 52 53 59 66 79 71 67 59 > > > OP.PR <http://op.pr/> (Qtr) 220 191 255 363 662 307 384 175 > > > OP % 50 50 55 64 77 68 65 57 > > > NET.PR <http://net.pr/> (Qtr) 156 139 200 265 479 227 265 124 > > > NP % 35 36 43 47 55 50 45 40 > > > ---------- ------ ------ ======|----- - ------ ------ ======|----- - > > > ------ > > > Asset 1.887 1.928| 1.887 2.717 2.440 2.328| 2.122 1.790 > > > Liability 430 627| 500 558 547 914| 439 348 > > > Equity 1.457 1.301| 1.386 2.158 1.892 1.413| 1.682 1.442 > > > Capitalis. 4.460 6.463 7.478|10.283 6.784 5.929 5.806| 3.312 2.457 > > > Share(mil) 9.936 9.936 9.936 993 993 993 993 993 > > > ---------- ------ ------ ======|----- - ------ ------ ======|----- - > > > ------ > > > > > > Note: USD= 9300 > > > See ERROR and OMISSION > > > > > > > > > > __.._,_.___ Messages in this topic (10) Reply (via web post) | Start a new topic Messages | Files | Photos | Database | Polls + + + + + + + Mohon saat meREPLY posting, text dari posting lama dihapus kecuali diperlukan agar CONTEXTnya jelas. + + + + + + + Change settings via the Web (Yahoo! ID required) Change settings via email: Switch delivery to Daily Digest | Switch format to Traditional Visit Your Group | Yahoo! Groups Terms of Use | Unsubscribe Recent Activity * 103 New MembersVisit Your Group Yahoo! News Fashion News What's the word on fashion and style? Yahoo! Finance It's Now Personal Guides, news, advice & more. New business? Get new customers. List your web site in Yahoo! Search. .
