[KSENG] QoQ Cumulative Quarter Result on 31-Mar-2014 [#1]

	31/12/14	30/09/14	30/06/14	31/03/14	31/12/13	30/09/13	30/06/13	CAGR
Cumulative Result
Revenue	1,086,486	834,093	535,617	272,348	930,344	684,356	457,738	77.65%
YoY %	30.26%	55.73%	96.67%	-70.73%	35.94%	49.51%	-	-
Horiz. %	237.36%	182.22%	117.01%	59.50%	203.25%	149.51%	100.00%	-
PBT	166,446	107,782	48,708	32,319	181,017	136,785	88,014	52.74%
YoY %	54.43%	121.28%	50.71%	-82.15%	32.34%	55.41%	-	-
Horiz. %	189.11%	122.46%	55.34%	36.72%	205.67%	155.41%	100.00%	-
Tax	-38,091	-25,799	-13,572	-8,399	-33,771	-26,046	-18,110	63.93%
YoY %	-47.65%	-90.09%	-61.59%	75.13%	-29.66%	-43.82%	-	-
Horiz. %	210.33%	142.46%	74.94%	46.38%	186.48%	143.82%	100.00%	-
NP	128,355	81,983	35,136	23,920	147,246	110,739	69,904	49.78%
YoY %	56.56%	133.33%	46.89%	-83.76%	32.97%	58.42%	-	-
Horiz. %	183.62%	117.28%	50.26%	34.22%	210.64%	158.42%	100.00%	-
								-
YoY %	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	-	-
Horiz. %	-	-	-	-	-	-	-	-
NP to SH	129,493	81,838	34,922	23,557	148,817	111,111	68,552	52.63%
YoY %	58.23%	134.35%	48.24%	-84.17%	33.94%	62.08%	-	-
Horiz. %	188.90%	119.38%	50.94%	34.36%	217.09%	162.08%	100.00%	-
								-
YoY %	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	-	-
Horiz. %	-	-	-	-	-	-	-	-
Tax Rate	22.88%	23.94%	27.86%	25.99%	18.66%	19.04%	20.58%	-
YoY %	-4.43%	-14.07%	7.20%	39.28%	-2.00%	-7.48%	-	-
Horiz. %	111.18%	116.33%	135.37%	126.29%	90.67%	92.52%	100.00%	-
Total Cost	958,131	752,110	500,481	248,428	783,098	573,617	387,834	82.44%
YoY %	27.39%	50.28%	101.46%	-68.28%	36.52%	47.90%	-	-
Horiz. %	247.05%	193.93%	129.05%	64.06%	201.92%	147.90%	100.00%	-
								-
YoY %	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	-	-
Horiz. %	-	-	-	-	-	-	-	-
Net Worth	2,035,147	1,977,399	1,954,911	1,984,695	1,999,356	1,916,079	1,891,213	4.99%
YoY %	2.92%	1.15%	-1.50%	-0.73%	4.35%	1.31%	-	-
Horiz. %	107.61%	104.56%	103.37%	104.94%	105.72%	101.31%	100.00%	-

	31/12/14	30/09/14	30/06/14	31/03/14	31/12/13	30/09/13	30/06/13	CAGR
Dividend
Div	37,821	37,819	23,401	-	39,626	39,618	21,613	45.06%
YoY %	0.01%	61.61%	0.00%	-	0.02%	83.31%	-	-
Horiz. %	174.99%	174.98%	108.27%	-	183.34%	183.31%	100.00%	-
Div Payout %	29.21%	46.21%	67.01%	-	26.63%	35.66%	31.53%	-
YoY %	-36.79%	-31.04%	0.00%	-	-25.32%	13.10%	-	-
Horiz. %	92.64%	146.56%	212.53%	-	84.46%	113.10%	100.00%	-

	31/12/14	30/09/14	30/06/14	31/03/14	31/12/13	30/09/13	30/06/13	CAGR
Equity
Net Worth	2,035,147	1,977,399	1,954,911	1,984,695	1,999,356	1,916,079	1,891,213	4.99%
YoY %	2.92%	1.15%	-1.50%	-0.73%	4.35%	1.31%	-	-
Horiz. %	107.61%	104.56%	103.37%	104.94%	105.72%	101.31%	100.00%	-
NOSH	360,203	361,477	360,020	360,198	360,244	360,165	360,231	-0.00%
YoY %	-0.35%	0.40%	-0.05%	-0.01%	0.02%	-0.02%	-	-
Horiz. %	99.99%	100.35%	99.94%	99.99%	100.00%	99.98%	100.00%	-

	31/12/14	30/09/14	30/06/14	31/03/14	31/12/13	30/09/13	30/06/13	CAGR
Ratio Analysis
NP Margin	11.81%	9.83%	6.56%	8.78%	15.83%	16.18%	15.27%	-
YoY %	20.14%	49.85%	-25.28%	-44.54%	-2.16%	5.96%	-	-
Horiz. %	77.34%	64.37%	42.96%	57.50%	103.67%	105.96%	100.00%	-
ROE	6.36%	4.14%	1.79%	1.19%	7.44%	5.80%	3.62%	-
YoY %	53.62%	131.28%	50.42%	-84.01%	28.28%	60.22%	-	-
Horiz. %	175.69%	114.36%	49.45%	32.87%	205.52%	160.22%	100.00%	-

	31/12/14	30/09/14	30/06/14	31/03/14	31/12/13	30/09/13	30/06/13	CAGR
Per Share
RPS	301.63	231.58	148.77	75.61	258.25	190.01	127.07	77.66%
YoY %	30.25%	55.66%	96.76%	-70.72%	35.91%	49.53%	-	-
Horiz. %	237.37%	182.25%	117.08%	59.50%	203.23%	149.53%	100.00%	-
EPS	35.95	22.72	9.70	6.54	41.31	30.85	19.03	52.64%
YoY %	58.23%	134.23%	48.32%	-84.17%	33.91%	62.11%	-	-
Horiz. %	188.91%	119.39%	50.97%	34.37%	217.08%	162.11%	100.00%	-
DPS	10.50	10.50	6.50	0.00	11.00	11.00	6.00	45.07%
YoY %	0.00%	61.54%	0.00%	0.00%	0.00%	83.33%	-	-
Horiz. %	175.00%	175.00%	108.33%	0.00%	183.33%	183.33%	100.00%	-
NAPS	5.65	5.49	5.43	5.51	5.55	5.32	5.25	5.00%
YoY %	2.91%	1.10%	-1.45%	-0.72%	4.32%	1.33%	-	-
Horiz. %	107.62%	104.57%	103.43%	104.95%	105.71%	101.33%	100.00%	-

	31/12/14	30/09/14	30/06/14	31/03/14	31/12/13	30/09/13	30/06/13	CAGR
Adjusted Per Share Value based on latest NOSH - 360,198
RPS	300.57	230.75	148.17	75.34	257.37	189.32	126.63	77.65%
YoY %	30.26%	55.73%	96.67%	-70.73%	35.94%	49.51%	-	-
Horiz. %	237.36%	182.22%	117.01%	59.50%	203.25%	149.51%	100.00%	-
EPS	35.82	22.64	9.66	6.52	41.17	30.74	18.96	52.64%
YoY %	58.22%	134.37%	48.16%	-84.16%	33.93%	62.13%	-	-
Horiz. %	188.92%	119.41%	50.95%	34.39%	217.14%	162.13%	100.00%	-
DPS	10.46	10.46	6.47	0.00	10.96	10.96	5.98	45.02%
YoY %	0.00%	61.67%	0.00%	0.00%	0.00%	83.28%	-	-
Horiz. %	174.92%	174.92%	108.19%	0.00%	183.28%	183.28%	100.00%	-
NAPS	5.6301	5.4703	5.4081	5.4905	5.5311	5.3007	5.2319	4.99%
YoY %	2.92%	1.15%	-1.50%	-0.73%	4.35%	1.32%	-	-
Horiz. %	107.61%	104.56%	103.37%	104.94%	105.72%	101.32%	100.00%	-

	31/12/14	30/09/14	30/06/14	31/03/14	31/12/13	30/09/13	30/06/13	CAGR
Price Multiplier on Financial Quarter End Date
Date	31/12/14	30/09/14	30/06/14	31/03/14	31/12/13	30/09/13	28/06/13	-
Price	5.26	6.20	6.79	6.97	6.88	5.74	5.01	-
P/RPS	1.74	2.68	4.56	9.22	2.66	3.02	3.94	-41.92%
YoY %	-35.07%	-41.23%	-50.54%	246.62%	-11.92%	-23.35%	-	-
Horiz. %	44.16%	68.02%	115.74%	234.01%	67.51%	76.65%	100.00%	-
P/EPS	14.61	27.29	70.00	106.57	16.65	18.61	26.33	-32.40%
YoY %	-46.46%	-61.01%	-34.32%	540.06%	-10.53%	-29.32%	-	-
Horiz. %	55.49%	103.65%	265.86%	404.75%	63.24%	70.68%	100.00%	-
EY	6.85	3.66	1.43	0.94	6.00	5.37	3.80	47.95%
YoY %	87.16%	155.94%	52.13%	-84.33%	11.73%	41.32%	-	-
Horiz. %	180.26%	96.32%	37.63%	24.74%	157.89%	141.32%	100.00%	-
DY	2.00	1.69	0.96	0.00	1.60	1.92	1.20	40.44%
YoY %	18.34%	76.04%	0.00%	0.00%	-16.67%	60.00%	-	-
Horiz. %	166.67%	140.83%	80.00%	0.00%	133.33%	160.00%	100.00%	-
P/NAPS	0.93	1.13	1.25	1.26	1.24	1.08	0.95	-1.40%
YoY %	-17.70%	-9.60%	-0.79%	1.61%	14.81%	13.68%	-	-
Horiz. %	97.89%	118.95%	131.58%	132.63%	130.53%	113.68%	100.00%	-

	31/12/14	30/09/14	30/06/14	31/03/14	31/12/13	30/09/13	30/06/13	CAGR
Price Multiplier on Announcement Date
Date	27/02/15	27/11/14	26/08/14	28/05/14	27/02/14	27/11/13	29/08/13	-
Price	5.32	5.93	6.47	7.01	6.49	7.48	5.47	-
P/RPS	1.76	2.56	4.35	9.27	2.51	3.94	4.30	-44.78%
YoY %	-31.25%	-41.15%	-53.07%	269.32%	-36.29%	-8.37%	-	-
Horiz. %	40.93%	59.53%	101.16%	215.58%	58.37%	91.63%	100.00%	-
P/EPS	14.77	26.10	66.70	107.19	15.71	24.25	28.74	-35.76%
YoY %	-43.41%	-60.87%	-37.77%	582.30%	-35.22%	-15.62%	-	-
Horiz. %	51.39%	90.81%	232.08%	372.96%	54.66%	84.38%	100.00%	-
EY	6.77	3.83	1.50	0.93	6.37	4.12	3.48	55.64%
YoY %	76.76%	155.33%	61.29%	-85.40%	54.61%	18.39%	-	-
Horiz. %	194.54%	110.06%	43.10%	26.72%	183.05%	118.39%	100.00%	-
DY	1.97	1.77	1.00	0.00	1.69	1.47	1.10	47.31%
YoY %	11.30%	77.00%	0.00%	0.00%	14.97%	33.64%	-	-
Horiz. %	179.09%	160.91%	90.91%	0.00%	153.64%	133.64%	100.00%	-
P/NAPS	0.94	1.08	1.19	1.27	1.17	1.41	1.04	-6.50%
YoY %	-12.96%	-9.24%	-6.30%	8.55%	-17.02%	35.58%	-	-
Horiz. %	90.38%	103.85%	114.42%	122.12%	112.50%	135.58%	100.00%	-

PBT = Profit before Tax, NP = Net Profit, NP to SH = Net Profit Attributable to Shareholder, Div = Dividend, NP Margin = Net Profit Margin, ROE = Return on Equity, NOSH = Number of Shares, RPS = Revenue per Share, EPS = Earning Per Share, DPS = Dividend Per Share, NAPS = Net Asset Per Share, EOQ = End of Quarter, ANN = Announcement, P/RPS = Price/Revenue per Share, P/EPS = Price/Earning per Share, P/NAPS = Price/Net Asset per Share, EY = Earning Yield, DY = Dividend Yield.

NOSH is estimated based on the NP to SH and EPS. Div is an estimated figure based on the DPS and NOSH. Net Worth is an estimated figure based on the NAPS and NOSH.

Div Payout %, NP Margin, ROE, DY, QoQ ⃤ & YoY ⃤ figures in Percentage; RPS, EPS & DPS's figures in Cent; and NAPS's figures in Dollar.

All figures in '000 unless specified.

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