[saham] Yunan Tin -- Lihat PE 98.9 X vs Profitnya cuma 3 Q $ 60 mio---- GILA.... vs PT Timah PE 5X Profit 3 Q kira2 $150 mio .. Mana yang lebih gila? (by Jonni Amin, CFA, FRM)

[Jonni Amin,CFA,FRM]

Saya melihat Indonesia diuntungkan dalam hal komoditas (batubara, timah, nikel, 
palm oil dll). Kalau Australia tidak begitu untung karena mata uangnya menguat 
terlalu banyak terhadap US dolar. Kenaikan harga komoditas seperti batubara 
kalau dikonversikan ke Aus$ tidaklah berubah banyak (bahkan bisa tidak 
menguntungkan), tapi berbeda dengan kita. Apalagi, dalam hal PE masih kecil 
dibandingkan dengan PE negara lain.

Walaupun sekarang minyak naik hampir mendekati US$90 dollar, kedepan saya pikir 
komoditas tetap bagus karena US dollar sebenarnya terdevaluasi.


 
        Yunnan Tin Co., Ltd.
          (Public, SHE:000960) - Add to Portfolio - Discuss 000960  Find more 
results for SHE:000960  
              
                          80.88
                          +0.08 (0.10%)
                          Oct 19 - Close     Open:  80.90      Mkt Cap:  43.42B 
     P/E:  98.84      Dividend:  N/A 
                             High:  82.99      52Wk High:  2,400.00      F P/E: 
 N/A      Yield:  N/A 
                             Low:  75.49     52Wk Low:  75.49     Beta:  N/A    
  Shares:  536.86M 
                             Vol:  4.95M      Avg Vol:  N/A      EPS:  0.82     
 Inst. Own:  N/A 
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                    Yunnan Tin's profits surge 
                   
                   
                   
                    Release date: 15 Oct 2007 
                   
                   
                   
                    Yunnan Tin Company reported an almost four-fold increase in 
profits in the first nine months of 2007. Net income rose to 454 million yuan 
($60 million), or 0.85 yuan a share, compared with 120 million yuan, or 0.22 
yuan, a year ago, the Yunnan-based company said on 12 October in a preliminary 
earnings statement to the Shenzhen Stock Exchange. 

                    YTC, the only listed tin producer in China, has been one of 
the top performing shares on the country's booming stock market this year, 
increasing tenfold in price since the start of the year versus a 181% increase 
in the benchmark CSI 300 index, according to Bloomberg. 

                    Chinese spot tin prices have recently surged to 150,000 
yuan ($20,000) per tonne as a result of strong demand from the solder sector 
and constraints on metal production caused by concentrate shortages. CNIA data 
shows that Chinese refined tin production in January-August was 97,223 tonnes, 
up 7.1% on the same period of 2006, but output has fallen below year-ago levels 
in every month since May. 
                   
             
       


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