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Rabu, 22 Juni 2011

United Tractors (UNTR IJ) reported a good operational result for May by Sarina - CLSA

· Komatsu sales in May: 617 units, (-)19% MoM as expected, given shortage of components for local production and minimum inventory for the large equipments.

· Total 5M11 sales were 3,591 units (+61% YoY), and 51% of FY11 target of 7,000 units (+29% YoY) from the company. UT expects sales to remain weak until July. We believe the target is achievable; average monthly unit sales should be at least 487 units. 68% of units were used for mining sector.

· Komatsu’s market share in 5M was 52%. This was even higher than last year’s 46%. There seems to be no evidence of Caterpillar taking away market share from Komatsu despite the shortage, but we need to confirm with Hitachi first.

· Pama’s coal production rose 14% MoM to 7m tonnes in May. 5M11 was 32.4m tonnes (+3% YoY), 40% of our FY11E of 82m tonnes. Pls see file for details.

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