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Rabu, 27 Juli 2011

United Tractors: Komatsu sales has recovered from supply disruption (UNTR, Rp25,250 , Buy, TP: Rp28,100) - Mandiri

􀂄 June11 komatsu sales volume increased by 20.3%mom due to supply disruption has ended. Heavy equipment sales to mining companies increased to 514 units in June11 from 404 units in May11. 6M11 Komatsu sales volume of 4,333 units exceed our forecast, which represented 61% of our FY11F of 7,000 units.
􀂄 June11 OB removal and coal production increased by 4.9% mom and 7.1% mom due to better weather. They are within our expectation, which represented 50.2% and 48.1% of our FY11F.
􀂄 We maintain a Buy recommendation on UNTR due to continuing strong demand on heavy equipment from mining sector and recovery from supply disruption should boost its financial performance. At Rp25,250, UNTR is traded at PER FY12F of 13.8x.

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