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