Terlihat angka PEG yang pada Q3 masih EXCELENT menjadi jelek
karena GROWTH EPS untuk 2005 NOL...
Tapi SALES GROWTH dan OPERATING PROFIT GROWTH masih tinggi yaitu
37% dan 32%....
Jadi MASA DEPAN ASII masih bagus....
Any COMMENTS....
Note:
- Perhitungan PEG menggunakan GROWTH EPS 2005 seharusnya
Long Term expected EPS Growth...
Performance saham ASII (miliar Rp)
2005|
2004|
29-03-06 ....Q4
....Q3 ....Q2 ....Q1|....Q4 ....Q3 ....Q2 ....Q1|
---------- ------ ------ ------ ------ ------ ------ ------ ------
------
SALES
61.172 46.415 29.613 14.304 44.344 31.364 19.734 8.755
COGS
47.449 35.906 22.923 11.194 34.031 24.036 15.203 6.779
GROSS MARG 13.722 10.508
6.689 3.110 10.313 7.327 4.531 1.975
GM (%)
22 22 22
21 23 23
22 22
OPR PROFIT | 6.413 5.120
3.361 1.574| 4.858 3.564 2.182 893
OP (%)
10 11 11
11 10 11
11 10
NET PROFIT | 5.457 4.489
3.028 1.509| 5.405 3.986 2.601 1.235
NP (%)
8 9 10
10 12 12
13 14
---------- ------ ------ ------ ------ ------ ------ ------ ------
------
STK PRICE 11.250|10.200 9.750 12.700 10.500| 9.600
6.850 5.500 5.350
BOOK VALUE | 5.045 4.915
4.554 4.447| 4.072 3.742 3.397 3.204
PBV 2,23|
2,02 1,98 2,79 2,36| 2,36
1,83 1,62 1,67
DER
| 1,30 1,40 1,45 1,34|
1,37 1,43 1,70 1,21
---------- ------ ------ ------ ------ ------ ------ ------ ------
------
ROE (%) |
26 30 32
33| 32 35
38 38
ROA (%) |
11 12 13
14| 13 14
14 17
LUPS
| 1.584 1.264 830 389| 1.200
880 543 220
EPS
| 1.348 1.108 748 372| 1.335
984 647 305
EPS (ANNU) | 1.348 1.478
1.496 1.491| 1.335 1.312 1.294 1.220
PER 8,34|
7,56 6,59 8,48 7,03| 7,18
5,21 4,24 4,38
---------- ------ ------ ------ ------ ------ ------ ------ ------
------
COP (year) 7,10 6,43 5,78
7,64 6,74 7,99 5,83 5,06
6,06
CLOP(year) 11,24 10,57 9,86 11,62
10,57 12,66 10,39 10,38 10,45
---------- ------ ------ ------ ------ ------ ------ ------ ------
------
Sales Growth(%) | 37
47 50 63
Op.Prof Growth(%)| 32
43 54 76
EPS Growth(%) | 0
12 15 22
PEG (<1) 8,71| 7,89
0,52 0,54 0,31
---------- ------ ------ ------ ------ ------ ------ ------ ------
------
SALES(3Bl) 14.757 16.801
15.309 14.304 12.980 11.630 10.978 8.755
OP.PR(3Bl) 1.293
1.759 1.786 1.574 1.293 1.381 1.289
893
NET.P(3Bl)
968 1.460 1.519 1.509 1.419 1.384 1.366
1.235
---------- ------ ------ ------ ------ ------ ------ ------ ------
------
ASSET
46.985 47.809 45.176 42.101 39.145 36.843 36.862 28.677
LIABILITY 26.561
27.911 26.738 24.096 22.659 21.691 23.208 15.710
EQUITY
20.424 19.898 18.438 18.004 16.485 15.151 13.654 12.966
CAPITALIS. 45.543 41.293 39.471 51.414 42.507 38.864 27.731 22.100
21.650
LEMBAR(JT) 4.048
4.048 4.048 4.048 4.048 4.048 4.018
4.046
---------- ------ ------ ------ ------ ------ ------ ------ ------
------
See ERROR and OMISSION
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