Selasa, 04 Mei 2010

Mandiri Sekuritas Unilever Indonesia: 1Q10 net income of Rp972bn, inline with ours and consensus estimates (UNVR, Rp13,850, Buy, TP: Rp13,000)

􀂄 UNVR posted 1Q10 net income of Rp972bn (+26.4%yoy, +26.9%qoq).

􀂄 Profit growth was mainly due to sales growth of 10.9%yoy and 5.1%qoq. Adjusting for seasonality effect on selling expense, the 1Q10 results is inline with ours and consensus estimate.

􀂄 We still have Buy recommendation on UNVR which currently is trading at PER10-11F of 31.3-26.6x.

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