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Jumat, 12 Agustus 2011

Salim Ivomas: 1H11 net income of Rp885bn, 48.9% of consensus’ FY11F (SIMP, Rp1,210, Not rated) - Mandiri

􀂄 SIMP issues press release on its 1H11 performance with net income of Rp885bn (+113.8%yoy, -32.2%qoq). This figure represented some 49% of consensus’ FY11F and our estimate in IPO report.
􀂄 On QoQ basis, the company’s margin contracted because of lower ASP due to declining CPO price by 7.8%qoq (CIF Rotterdam). However, sales volume of oil & fats products still grew by 12.2%qoq.
􀂄 We do not have recommendation on SIMP. Based on consensus estimate, the stock is trading at PER11-12F of 10.1-10.2x.

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