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Jumat, 25 Februari 2011

London Sumatera (LSIP IJ) and United Tractor (UNTR IJ) - CLSA

London Sumatera (LSIP IJ) – in line
LSIP recorded strong 4Q earnings of Rp391bn, bringing FY10 earnings to Rp1,033bn (EPS of Rp757/share), +46% YoY, 4% above CL and consensus forecast. Good CPO vol growth + increased contribution from rubber. Reiterate BUY. For details pls see attached file.

United Tractors (UNTR IJ) – broadly in line
· Net income of Rp3.88tn for FY2010 was little changed from 2009 (Rp3.82tn)
· Komatsu heavy equipment business saw unit sales spike by 74% to 5,400 units, while Pama's coal removal grew by 14% to 78m tons
· Revenue grew by 28% Rp37.3tn, but...
· Operating margins declined to 13.8% from 17.7% due to heavy rainfall and a strengthening Rupiah impacting Pama's profitability
· UNTR's sales was 7% above CLSA's expectation, operating income in line but on the net profit side, it was 6% below CLSA's expectation
· Vs. consensus, revenue 2010 was 1.8% above, but net profit was 3.5% below
· UNTR’s January's equipment sales was at an all-time high; and strip-ratio had improved. With AALI, potential upside will be from higher than expected CPO price
Posted by Saham Pilihan at 11.12

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