Selasa, 04 Mei 2010

Mandiri Sekuritas Adaro Energy: net profit 1Q10 drop by 25%yoy to Rp861bn (ADRO, Rp2200, Neutral, TP: Rp1800)

􀂄 Adaro reported net revenue 1Q10 of Rp6.3tn (-4%yoy) due to lower average selling price and appreciation in Rupiah against US Dollar; in US dollar revenue up by 21%yoy to US$677.9mn. Coal production reach 11.4Mt (+26%yoy) and sales volume reaches 11.5Mt (+31%yoy). However, largely due to higher interest expenses (+57%yoy) net income decrease by 25%yoy to Rp861.0bn, resulting in a basic EPS of Rp26.9/share, compare with Rp35.8/share in 1Q09.

􀂄 We are reviewing our valuation due to the price has surpassed our target and adjust it with 2010 company’s target.

Tidak ada komentar:

Posting Komentar