ya kalu market share segitu mungkin susah tapi kan ukuran kue (pasar) juga tumbuh membesar, jadi nominal jumlah unit penjualan juga naik
porsi auto juga 50-60% dari keseluruhan usaha asii lho ... On Thu, Feb 9, 2012 at 8:01 PM, positif01 <[email protected]> wrote: > ** > > > [image: Tweet +01-CS Maintain ASII UP (10peb2012).gif] > > Dalam rilis terbarunya pagi ini sebagaimana *tweet* kami sebelumnya, > Credit Suisse (CS) menegaskan posisi UNDERPERFORM atau SELL-nya terhadap > ASII. Secara langsung CS merespon sebagai berikut: > > *In response to our report, we have received inquiries to whether current > valuations may expect expansion in market share in ASII’s auto products. We > believe in order to justify current valuations, ASII’s 4W and 2W market > shares need to be 70% and 60%, respectively, versus 57.8% and 52.4% maximum > market shares achieved by ASII in the past eight years.* > > [image: CS-ASII Market Share.gif] > > *Expected market share is unachievable: We compare the three most popular > brands of medium segment Multi Purpose Vehicle (MPV), the most popular > car-type in Indonesia, Toyota Avanza, Daihatsu Xenia and Nissan Grand > Livina. We seek to quantify the leadership of ASII in this segment by > computing the total cost spent in* > *the three years of owning these three different car brands. > ASII’s Toyota Avanza remains the leader, with total cost spent to come > 7% below the runner up, Daihatsu Xenia, but we believe it is unlikely > to lead ASII to achieve 16% expansion in market share, which needed > to justify current implied valuations on ASII’s auto division.* > > [image: CS-ASII Auto Spending.gif] > -- > '+' > > Follow positif01indo on Twitter: https://twitter.com/#!/positif01indo > > Persetujuan *request followers* baru diberikan hanya satu kali tiap akhir > kuartal maks 500 *request */ diskresi kami. > > >
<<CS-ASII Market Share.gif>>
<<Tweet +01-CS Maintain ASII UP (10peb2012).gif>>
<<CS-ASII Auto Spending.gif>>
