IIKP is acquiring a CPO company named PT. Dendy something. That PT has been
offered in the market for quite a long time, so many brokers, so many version
of why it is for sale. That's one troubled CPO company that will take serious
very efforts to put it back on track. I will assume IIKP will hijack some
senior CPO guy to lead the transformation process coz if they try to tackle the
situation themselves... hmm we shall see.
- Original Message
From: Ferry W [EMAIL PROTECTED]
To: obrolan-bandar@yahoogroups.com
Sent: Saturday, March 29, 2008 3:07:57 PM
Subject: [obrolan-bandar] Re: AALI vs SGRO: Apple to Apple comparison
Mbah/Bung Eka,
Kalau bisa minta data2 juga untuk LSIP,SMAR,TBLA atau mungkin juga
IIKP (kan mau beralih ke plantion juga). Berikut luas lahannya maaf
mbah kalau banyak permintaan nich! Mudah2an dikabulin sama penunggu
disini
Thanks lho..
--- In obrolan-bandar@ yahoogroups. com, jsx_consultant
jsx-consultant@ ... wrote:
AALI vs SGRO: Apple to Apple comparison
- SALES: 5960 vs 1598
- Gross Margin: 53% vs 30% (AALI lebih tahan terhadap penurunan
harga CPO)
- Operating Profit: 48% vs 25%
- Net profit: 33% vs 13% (AALI lebih efisien/efektif, Laba bersih
mencapai 33% dari penjualan)
- Price to Book Value (PBV): 10,8 vs 3,9 (SGRO lebih kecil)
- Debt to Equity ratio: 0,32 vs 0,42
- ROE: 48% vs 14% (jauh banget)
- ROA: 36% vs 10%
- PER: 21 vs 30 (lebih murah pada sektor yg sama)
- COP: 15 vs 16
- CLOP: 15 vs 17
- Sales growth: 58% vs 63% (SGRO lebih tinngi)
- Net profit growth: 150% vs 90% (tapi laba tumbuh jauh lebih
tinggi.
- PEG: 0,15 vs 0,3
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