[KSENG] YoY Quarter Result on 30-Jun-2010 [#2]

	30/06/13	30/06/12	30/06/11	30/06/10	30/06/09	30/06/08	30/06/07	CAGR
Quarter Result
Revenue	228,012	288,199	368,783	234,334	236,311	407,786	257,586	-2.01%
YoY %	-20.88%	-21.85%	57.37%	-0.84%	-42.05%	58.31%	-	-
Horiz. %	88.52%	111.88%	143.17%	90.97%	91.74%	158.31%	100.00%	-
PBT	49,492	33,745	37,404	19,962	39,656	47,634	38,034	4.48%
YoY %	46.66%	-9.78%	87.38%	-49.66%	-16.75%	25.24%	-	-
Horiz. %	130.13%	88.72%	98.34%	52.48%	104.26%	125.24%	100.00%	-
Tax	-7,959	-6,672	-8,898	-5,776	-5,336	-11,859	-8,563	-1.21%
YoY %	-19.29%	25.02%	-54.05%	-8.25%	55.00%	-38.49%	-	-
Horiz. %	92.95%	77.92%	103.91%	67.45%	62.31%	138.49%	100.00%	-
NP	41,533	27,073	28,506	14,186	34,320	35,775	29,471	5.87%
YoY %	53.41%	-5.03%	100.94%	-58.67%	-4.07%	21.39%	-	-
Horiz. %	140.93%	91.86%	96.73%	48.14%	116.45%	121.39%	100.00%	-
								-
YoY %	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	-	-
Horiz. %	-	-	-	-	-	-	-	-
NP to SH	41,402	26,395	27,711	12,728	34,192	34,435	29,767	5.64%
YoY %	56.86%	-4.75%	117.72%	-62.77%	-0.71%	15.68%	-	-
Horiz. %	139.09%	88.67%	93.09%	42.76%	114.87%	115.68%	100.00%	-
								-
YoY %	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	-	-
Horiz. %	-	-	-	-	-	-	-	-
Tax Rate	16.08%	19.77%	23.79%	28.93%	13.46%	24.90%	22.51%	-
YoY %	-18.66%	-16.90%	-17.77%	114.93%	-45.94%	10.62%	-	-
Horiz. %	71.43%	87.83%	105.69%	128.52%	59.80%	110.62%	100.00%	-
Total Cost	186,479	261,126	340,277	220,148	201,991	372,011	228,115	-3.30%
YoY %	-28.59%	-23.26%	54.57%	8.99%	-45.70%	63.08%	-	-
Horiz. %	81.75%	114.47%	149.17%	96.51%	88.55%	163.08%	100.00%	-
								-
YoY %	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	-	-
Horiz. %	-	-	-	-	-	-	-	-
Net Worth	1,891,736	1,815,564	1,812,566	1,650,811	1,156,494	1,111,115	1,056,058	10.19%
YoY %	4.20%	0.17%	9.80%	42.74%	4.08%	5.21%	-	-
Horiz. %	179.13%	171.92%	171.64%	156.32%	109.51%	105.21%	100.00%	-

	30/06/13	30/06/12	30/06/11	30/06/10	30/06/09	30/06/08	30/06/07	CAGR
Dividend
Div	21,619	21,613	21,621	14,354	14,366	19,157	17,960	3.13%
YoY %	0.03%	-0.04%	50.63%	-0.08%	-25.01%	6.66%	-	-
Horiz. %	120.37%	120.34%	120.38%	79.92%	79.99%	106.66%	100.00%	-
Div Payout %	52.22%	81.89%	78.02%	112.78%	42.02%	55.63%	60.34%	-
YoY %	-36.23%	4.96%	-30.82%	168.40%	-24.47%	-7.81%	-	-
Horiz. %	86.54%	135.71%	129.30%	186.91%	69.64%	92.19%	100.00%	-

	30/06/13	30/06/12	30/06/11	30/06/10	30/06/09	30/06/08	30/06/07	CAGR
Equity
Net Worth	1,891,736	1,815,564	1,812,566	1,650,811	1,156,494	1,111,115	1,056,058	10.19%
YoY %	4.20%	0.17%	9.80%	42.74%	4.08%	5.21%	-	-
Horiz. %	179.13%	171.92%	171.64%	156.32%	109.51%	105.21%	100.00%	-
NOSH	360,330	361,477	360,351	239,248	239,439	239,464	239,469	7.04%
YoY %	-0.32%	0.31%	50.62%	-0.08%	-0.01%	-0.00%	-	-
Horiz. %	150.47%	150.95%	150.48%	99.91%	99.99%	100.00%	100.00%	-

	30/06/13	30/06/12	30/06/11	30/06/10	30/06/09	30/06/08	30/06/07	CAGR
Ratio Analysis
NP Margin	18.22%	9.39%	7.73%	6.05%	14.52%	8.77%	11.44%	-
YoY %	94.04%	21.47%	27.77%	-58.33%	65.56%	-23.34%	-	-
Horiz. %	159.27%	82.08%	67.57%	52.88%	126.92%	76.66%	100.00%	-
ROE	2.19%	1.45%	1.53%	0.77%	2.96%	3.10%	2.82%	-
YoY %	51.03%	-5.23%	98.70%	-73.99%	-4.52%	9.93%	-	-
Horiz. %	77.66%	51.42%	54.26%	27.30%	104.96%	109.93%	100.00%	-

	30/06/13	30/06/12	30/06/11	30/06/10	30/06/09	30/06/08	30/06/07	CAGR
Per Share
RPS	63.28	80.00	102.34	97.95	98.69	170.29	107.57	-8.45%
YoY %	-20.90%	-21.83%	4.48%	-0.75%	-42.05%	58.31%	-	-
Horiz. %	58.83%	74.37%	95.14%	91.06%	91.74%	158.31%	100.00%	-
EPS	11.49	7.33	7.69	5.32	14.28	14.38	12.43	-1.30%
YoY %	56.75%	-4.68%	44.55%	-62.75%	-0.70%	15.69%	-	-
Horiz. %	92.44%	58.97%	61.87%	42.80%	114.88%	115.69%	100.00%	-
DPS	6.00	6.00	6.00	6.00	6.00	8.00	7.50	-3.64%
YoY %	0.00%	0.00%	0.00%	0.00%	-25.00%	6.67%	-	-
Horiz. %	80.00%	80.00%	80.00%	80.00%	80.00%	106.67%	100.00%	-
NAPS	5.25	5.04	5.03	6.90	4.83	4.64	4.41	2.94%
YoY %	4.17%	0.20%	-27.10%	42.86%	4.09%	5.22%	-	-
Horiz. %	119.05%	114.29%	114.06%	156.46%	109.52%	105.22%	100.00%	-

	30/06/13	30/06/12	30/06/11	30/06/10	30/06/09	30/06/08	30/06/07	CAGR
Adjusted Per Share Value based on latest NOSH - 239,248
RPS	63.44	80.19	102.61	65.20	65.75	113.46	71.67	-2.01%
YoY %	-20.89%	-21.85%	57.38%	-0.84%	-42.05%	58.31%	-	-
Horiz. %	88.52%	111.89%	143.17%	90.97%	91.74%	158.31%	100.00%	-
EPS	11.52	7.34	7.71	3.54	9.51	9.58	8.28	5.65%
YoY %	56.95%	-4.80%	117.80%	-62.78%	-0.73%	15.70%	-	-
Horiz. %	139.13%	88.65%	93.12%	42.75%	114.86%	115.70%	100.00%	-
DPS	6.02	6.01	6.02	3.99	4.00	5.33	5.00	3.13%
YoY %	0.17%	-0.17%	50.88%	-0.25%	-24.95%	6.60%	-	-
Horiz. %	120.40%	120.20%	120.40%	79.80%	80.00%	106.60%	100.00%	-
NAPS	5.2634	5.0515	5.0431	4.5931	3.2177	3.0915	2.9383	10.19%
YoY %	4.19%	0.17%	9.80%	42.74%	4.08%	5.21%	-	-
Horiz. %	179.13%	171.92%	171.63%	156.32%	109.51%	105.21%	100.00%	-

	30/06/13	30/06/12	30/06/11	30/06/10	30/06/09	30/06/08	30/06/07	CAGR
Price Multiplier on Financial Quarter End Date
Date	28/06/13	29/06/12	30/06/11	30/06/10	30/06/09	30/06/08	29/06/07	-
Price	5.01	3.90	4.24	3.35	2.41	2.89	3.25	-
P/RPS	7.92	4.87	4.14	3.42	2.44	1.70	3.02	17.41%
YoY %	62.63%	17.63%	21.05%	40.16%	43.53%	-43.71%	-	-
Horiz. %	262.25%	161.26%	137.09%	113.25%	80.79%	56.29%	100.00%	-
P/EPS	43.60	53.23	55.14	62.97	16.88	20.10	26.15	8.88%
YoY %	-18.09%	-3.46%	-12.43%	273.05%	-16.02%	-23.14%	-	-
Horiz. %	166.73%	203.56%	210.86%	240.80%	64.55%	76.86%	100.00%	-
EY	2.29	1.88	1.81	1.59	5.93	4.98	3.82	-8.16%
YoY %	21.81%	3.87%	13.84%	-73.19%	19.08%	30.37%	-	-
Horiz. %	59.95%	49.21%	47.38%	41.62%	155.24%	130.37%	100.00%	-
DY	1.20	1.54	1.42	1.79	2.49	2.77	2.31	-10.33%
YoY %	-22.08%	8.45%	-20.67%	-28.11%	-10.11%	19.91%	-	-
Horiz. %	51.95%	66.67%	61.47%	77.49%	107.79%	119.91%	100.00%	-
P/NAPS	0.95	0.77	0.84	0.49	0.50	0.62	0.74	4.24%
YoY %	23.38%	-8.33%	71.43%	-2.00%	-19.35%	-16.22%	-	-
Horiz. %	128.38%	104.05%	113.51%	66.22%	67.57%	83.78%	100.00%	-

	30/06/13	30/06/12	30/06/11	30/06/10	30/06/09	30/06/08	30/06/07	CAGR
Price Multiplier on Announcement Date
Date	29/08/13	27/08/12	24/08/11	24/08/10	27/08/09	12/09/08	29/08/07	-
Price	5.47	4.08	3.86	3.83	2.53	2.57	2.93	-
P/RPS	8.64	5.10	3.77	3.91	2.56	1.51	2.72	21.22%
YoY %	69.41%	35.28%	-3.58%	52.73%	69.54%	-44.49%	-	-
Horiz. %	317.65%	187.50%	138.60%	143.75%	94.12%	55.51%	100.00%	-
P/EPS	47.61	55.68	50.20	71.99	17.72	17.87	23.57	12.41%
YoY %	-14.49%	10.92%	-30.27%	306.26%	-0.84%	-24.18%	-	-
Horiz. %	201.99%	236.23%	212.98%	305.43%	75.18%	75.82%	100.00%	-
EY	2.10	1.80	1.99	1.39	5.64	5.60	4.24	-11.04%
YoY %	16.67%	-9.55%	43.17%	-75.35%	0.71%	32.08%	-	-
Horiz. %	49.53%	42.45%	46.93%	32.78%	133.02%	132.08%	100.00%	-
DY	1.10	1.47	1.55	1.57	2.37	3.11	2.56	-13.12%
YoY %	-25.17%	-5.16%	-1.27%	-33.76%	-23.79%	21.48%	-	-
Horiz. %	42.97%	57.42%	60.55%	61.33%	92.58%	121.48%	100.00%	-
P/NAPS	1.04	0.81	0.77	0.56	0.52	0.55	0.66	7.86%
YoY %	28.40%	5.19%	37.50%	7.69%	-5.45%	-16.67%	-	-
Horiz. %	157.58%	122.73%	116.67%	84.85%	78.79%	83.33%	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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