ADVERTISEMENT
Ngga banyak saham sektor property yg menarik untuk invest bagi saya. Mayoritas saham property memiliki ROE < 20%.
Saham property yang bagus kinerjanya menurut saya hanya LPCK, ASRI (sdh di atas fair value), Â COWL dan SSIA (tapi kinerjanya belum stabil naik selama 3thn terakhir).
Saham property yang bagus kinerjanya menurut saya hanya LPCK, ASRI (sdh di atas fair value), Â COWL dan SSIA (tapi kinerjanya belum stabil naik selama 3thn terakhir).
ANALISA KOMPARASI SEKTOR PROPERTY (LK ANNUAL 2011) | |||
sumber : data Etrading Securities | |||
LPCK |
ASRI |
COWL | |
Equity growth |
45,7% |
25,7% |
25,5% |
Sales growth |
123% |
74,6% |
80,3% |
Operating profit growth |
253,8% |
108,1% |
215,7% |
EPS |
 370,23 |
 33,68 |
44,12 |
EPS growth |
294,6% |
107,1% |
296% |
PER |
7,3 |
18,1 |
6,7 |
OPM |
33% |
50,2% |
23,4% |
NPM |
28,6% |
43,6% |
18,39% |
DER |
1,4 |
1,2 |
1,35 |
ROE |
31% |
21,6% |
20,3% |
Arus kas operasi > laba bersih? |
Ya |
Ya |
Ya |
Fair value |
5,900 |
       580 |
800 |
Harga skrg |
    2,700 |
       610 |
295 |
MOS |
54.2% |
-5.0% |
63% |
CTRS |
CTRA |
CTRP | |
Equity growth |
15,6% |
5,4% |
1,2% |
Sales growth |
35,6% |
28,7% |
23,7% |
Operating profit growth |
110,6% |
43,9% |
23% |
EPS |
83 |
21 |
26 |
EPS growth |
88,6% |
23,5% |
4% |
PER |
21 |
36,7 |
29 |
OPM |
30,7% |
24,8% |
30,4% |
NPM |
24,8% |
22,7% |
38,3% |
DER |
0,8 |
0,5 |
0,2 |
ROE |
10,2% |
4,2% |
4,7% |
Arus kas operasi > laba bersih? |
Ya |
Ya |
Tidak |
Fair value | |||
Harga skrg | |||
MOS | |||
LPKR |
SSIA |
BSDE | |
Equity growth |
25,94% |
34,7% | |
Sales growth |
70,3% |
13,3% | |
Operating profit growth |
181,7% |
10,3% | |
EPS |
55 |
 48,05 | |
EPS growth |
120% |
39,9% | |
PER |
19,5 |
29 | |
OPM |
15,7% |
34,2% | |
NPM |
8,9% |
30% | |
DER |
1,4 |
0,5 | |
ROE |
7,5% |
21,4% |
10,2% |
Arus kas operasi > laba bersih? |
Ya |
Ya | |
Fair value |
1180 |
980 | |
Harga skrg |
1070 |
1390 | |
MOS |
9.3% |
-42% | |
PWON |
ELTY |
SMRA | |
Equity growth |
17,1% | ||
Sales growth |
20,4% | ||
Operating profit growth |
31,8% | ||
EPS |
6,87 | ||
EPS growth |
67,6% | ||
PER |
29 | ||
OPM |
31,8% | ||
NPM |
25,6% | ||
DER |
1,42 |
2,3 | |
ROE |
16% |
-0.2% |
15,8% |
Arus kas operasi > laba bersih? |
Tidak | ||
Fair value | |||
Harga skrg | |||
MOS | |||
KIJA |
APLN | ||
Equity growth |
19,4% | ||
Sales growth |
97,25% | ||
Operating profit growth |
132,2% | ||
EPS |
28,34 | ||
EPS growth |
45,71% | ||
PER |
13,6 | ||
OPM |
23% | ||
NPM |
17,9% | ||
DER |
1,14 | ||
ROE |
7,5% |
17,9% | |
Arus kas operasi > laba bersih? |
Tidak | ||
Fair value | |||
Harga skrg | |||
MOS | |||
