(All listed values are in Indonesia Rupiah unless otherwise stated)
Financial Data
Yr Eps Rev Net % Profit Margin
2013 250 (est)
2012 730 13845 mil 13.13%
2011 1031 12605 mil 20.95%
2010 974 9484 mil 20.09%
2009 1061 9040 mil 22.71%
2008 550 11840 mil 9.01%
2007* 671 6505 mil 15.28 %
Ave 836 15.36%
Note: Yr 2007 is a proforma year
Other Data (as at 30 Jun 2013)
Debt:
- Current: 3023.159 mil
- L.Term: 4698.939 mil
- Total : 7722.098 mil
Shares Issued: 1,434,283,000
Treasury: 13,500,000
NAV : 9658 rp
Business Model
http://www.indofoodagri.com/business.html
Opinion
Looking at Indoagri, my first surprise is the eps that it had earned for the 1st half of the year. At only 120 rupiah, i feel that this company is going to be a letdown for its entire year. While tabulating its 6 yrs of financial data, it looks like this year earning is worst off than 2008, where the whole world mkt collapse.
Conclusion
Palm oil has seen its hays days. With intense competition, low demand and poor margins, it is better to put this counter on the watchlist till it can prove that it can earn back its revenue.
DISCLAIMER The ideas expressed in this blog should not be used to buy or sell the securities, commodities or assets mentioned. The accuracy or completeness of the information provided cannot be guaranteed. Readers should carry out independent verification of information provided. No warranty whatsoever is given and no liability whatsoever is accepted for any loss howsoever arising whether directly or indirectly as a result of actions taken based on ideas and information found in this blog.
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