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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).
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 | |||
