[SIME] QoQ TTM Result on 30-Sep-2014 [#1]

	30/06/15	31/03/15	31/12/14	30/09/14	30/06/14	31/03/14	31/12/13	CAGR
TTM Result
Revenue	43,728,677	43,377,782	43,481,873	43,448,243	43,907,965	44,145,014	44,887,320	-1.73%
YoY %	0.81%	-0.24%	0.08%	-1.05%	-0.54%	-1.65%	-	-
Horiz. %	97.42%	96.64%	96.87%	96.79%	97.82%	98.35%	100.00%	-
PBT	3,049,456	3,278,548	3,608,776	3,969,299	3,964,647	3,800,864	3,775,057	-13.29%
YoY %	-6.99%	-9.15%	-9.08%	0.12%	4.31%	0.68%	-	-
Horiz. %	80.78%	86.85%	95.60%	105.15%	105.02%	100.68%	100.00%	-
Tax	-573,618	-568,178	-472,632	-438,310	-444,107	-201,988	-342,587	41.13%
YoY %	-0.96%	-20.22%	-7.83%	1.31%	-119.87%	41.04%	-	-
Horiz. %	167.44%	165.85%	137.96%	127.94%	129.63%	58.96%	100.00%	-
NP	2,475,838	2,710,370	3,136,144	3,530,989	3,520,540	3,598,876	3,432,470	-19.61%
YoY %	-8.65%	-13.58%	-11.18%	0.30%	-2.18%	4.85%	-	-
Horiz. %	72.13%	78.96%	91.37%	102.87%	102.57%	104.85%	100.00%	-
								-
YoY %	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	-	-
Horiz. %	-	-	-	-	-	-	-	-
NP to SH	2,355,739	2,545,601	2,983,517	3,364,433	3,352,728	3,470,445	3,309,159	-20.32%
YoY %	-7.46%	-14.68%	-11.32%	0.35%	-3.39%	4.87%	-	-
Horiz. %	71.19%	76.93%	90.16%	101.67%	101.32%	104.87%	100.00%	-
								-
YoY %	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	-	-
Horiz. %	-	-	-	-	-	-	-	-
Tax Rate	18.81%	17.33%	13.10%	11.04%	11.20%	5.31%	9.08%	-
YoY %	8.54%	32.29%	18.66%	-1.43%	110.92%	-41.52%	-	-
Horiz. %	207.16%	190.86%	144.27%	121.59%	123.35%	58.48%	100.00%	-
Total Cost	41,252,839	40,667,412	40,345,729	39,917,254	40,387,425	40,546,138	41,454,850	-0.32%
YoY %	1.44%	0.80%	1.07%	-1.16%	-0.39%	-2.19%	-	-
Horiz. %	99.51%	98.10%	97.32%	96.29%	97.43%	97.81%	100.00%	-
								-
YoY %	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	-	-
Horiz. %	-	-	-	-	-	-	-	-
Net Worth	30,368,066	24,825,917	27,723,928	28,914,168	28,549,492	27,590,814	26,395,189	9.82%
YoY %	22.32%	-10.45%	-4.12%	1.28%	3.47%	4.53%	-	-
Horiz. %	115.05%	94.05%	105.03%	109.54%	108.16%	104.53%	100.00%	-

	30/06/15	31/03/15	31/12/14	30/09/14	30/06/14	31/03/14	31/12/13	CAGR
Dividend
Div	1,543,935	2,182,429	2,182,429	2,179,193	2,179,193	1,983,246	1,983,246	-15.41%
YoY %	-29.26%	0.00%	0.15%	0.00%	9.88%	0.00%	-	-
Horiz. %	77.85%	110.04%	110.04%	109.88%	109.88%	100.00%	100.00%	-
Div Payout %	65.54%	85.73%	73.15%	64.77%	65.00%	57.15%	59.93%	-
YoY %	-23.55%	17.20%	12.94%	-0.35%	13.74%	-4.64%	-	-
Horiz. %	109.36%	143.05%	122.06%	108.08%	108.46%	95.36%	100.00%	-

	30/06/15	31/03/15	31/12/14	30/09/14	30/06/14	31/03/14	31/12/13	CAGR
Equity
Net Worth	30,368,066	24,825,917	27,723,928	28,914,168	28,549,492	27,590,814	26,395,189	9.82%
YoY %	22.32%	-10.45%	-4.12%	1.28%	3.47%	4.53%	-	-
Horiz. %	115.05%	94.05%	105.03%	109.54%	108.16%	104.53%	100.00%	-
NOSH	6,210,238	6,206,479	6,066,504	6,061,670	6,061,463	6,050,617	6,012,571	2.18%
YoY %	0.06%	2.31%	0.08%	0.00%	0.18%	0.63%	-	-
Horiz. %	103.29%	103.23%	100.90%	100.82%	100.81%	100.63%	100.00%	-

	30/06/15	31/03/15	31/12/14	30/09/14	30/06/14	31/03/14	31/12/13	CAGR
Ratio Analysis
NP Margin	5.66%	6.25%	7.21%	8.13%	8.02%	8.15%	7.65%	-
YoY %	-9.44%	-13.31%	-11.32%	1.37%	-1.60%	6.54%	-	-
Horiz. %	73.99%	81.70%	94.25%	106.27%	104.84%	106.54%	100.00%	-
ROE	7.76%	10.25%	10.76%	11.64%	11.74%	12.58%	12.54%	-
YoY %	-24.29%	-4.74%	-7.56%	-0.85%	-6.68%	0.32%	-	-
Horiz. %	61.88%	81.74%	85.81%	92.82%	93.62%	100.32%	100.00%	-

	30/06/15	31/03/15	31/12/14	30/09/14	30/06/14	31/03/14	31/12/13	CAGR
Per Share
RPS	704.14	698.91	716.75	716.77	724.38	729.60	746.56	-3.83%
YoY %	0.75%	-2.49%	-0.00%	-1.05%	-0.72%	-2.27%	-	-
Horiz. %	94.32%	93.62%	96.01%	96.01%	97.03%	97.73%	100.00%	-
EPS	37.93	41.02	49.18	55.50	55.31	57.36	55.04	-22.03%
YoY %	-7.53%	-16.59%	-11.39%	0.34%	-3.57%	4.22%	-	-
Horiz. %	68.91%	74.53%	89.35%	100.84%	100.49%	104.22%	100.00%	-
DPS	24.86	35.16	36.00	36.00	36.00	33.00	33.00	-17.25%
YoY %	-29.29%	-2.33%	0.00%	0.00%	9.09%	0.00%	-	-
Horiz. %	75.33%	106.55%	109.09%	109.09%	109.09%	100.00%	100.00%	-
NAPS	4.89	4.00	4.57	4.77	4.71	4.56	4.39	7.47%
YoY %	22.25%	-12.47%	-4.19%	1.27%	3.29%	3.87%	-	-
Horiz. %	111.39%	91.12%	104.10%	108.66%	107.29%	103.87%	100.00%	-

	30/06/15	31/03/15	31/12/14	30/09/14	30/06/14	31/03/14	31/12/13	CAGR
Adjusted Per Share Value based on latest NOSH - 6,061,670
RPS	641.92	636.77	638.30	637.80	644.55	648.03	658.93	-1.73%
YoY %	0.81%	-0.24%	0.08%	-1.05%	-0.54%	-1.65%	-	-
Horiz. %	97.42%	96.64%	96.87%	96.79%	97.82%	98.35%	100.00%	-
EPS	34.58	37.37	43.80	49.39	49.22	50.94	48.58	-20.32%
YoY %	-7.47%	-14.68%	-11.32%	0.35%	-3.38%	4.86%	-	-
Horiz. %	71.18%	76.92%	90.16%	101.67%	101.32%	104.86%	100.00%	-
DPS	22.66	32.04	32.04	31.99	31.99	29.11	29.11	-15.41%
YoY %	-29.28%	0.00%	0.16%	0.00%	9.89%	0.00%	-	-
Horiz. %	77.84%	110.07%	110.07%	109.89%	109.89%	100.00%	100.00%	-
NAPS	4.4579	3.6444	4.0698	4.2445	4.191	4.0502	3.8747	9.82%
YoY %	22.32%	-10.45%	-4.12%	1.28%	3.48%	4.53%	-	-
Horiz. %	115.05%	94.06%	105.04%	109.54%	108.16%	104.53%	100.00%	-

	30/06/15	31/03/15	31/12/14	30/09/14	30/06/14	31/03/14	31/12/13	CAGR
Price Multiplier on Financial Quarter End Date
Date	30/06/15	31/03/15	31/12/14	30/09/14	30/06/14	31/03/14	31/12/13	-
Price	8.52	9.27	9.19	9.15	9.67	9.31	9.52	-
P/RPS	1.21	1.33	1.28	1.28	1.33	1.28	1.28	-3.68%
YoY %	-9.02%	3.91%	0.00%	-3.76%	3.91%	0.00%	-	-
Horiz. %	94.53%	103.91%	100.00%	100.00%	103.91%	100.00%	100.00%	-
P/EPS	22.46	22.60	18.69	16.49	17.48	16.23	17.30	19.06%
YoY %	-0.62%	20.92%	13.34%	-5.66%	7.70%	-6.18%	-	-
Horiz. %	129.83%	130.64%	108.03%	95.32%	101.04%	93.82%	100.00%	-
EY	4.45	4.42	5.35	6.07	5.72	6.16	5.78	-16.03%
YoY %	0.68%	-17.38%	-11.86%	6.12%	-7.14%	6.57%	-	-
Horiz. %	76.99%	76.47%	92.56%	105.02%	98.96%	106.57%	100.00%	-
DY	2.92	3.79	3.92	3.93	3.72	3.54	3.47	-10.89%
YoY %	-22.96%	-3.32%	-0.25%	5.65%	5.08%	2.02%	-	-
Horiz. %	84.15%	109.22%	112.97%	113.26%	107.20%	102.02%	100.00%	-
P/NAPS	1.74	2.32	2.01	1.92	2.05	2.04	2.17	-13.72%
YoY %	-25.00%	15.42%	4.69%	-6.34%	0.49%	-5.99%	-	-
Horiz. %	80.18%	106.91%	92.63%	88.48%	94.47%	94.01%	100.00%	-

	30/06/15	31/03/15	31/12/14	30/09/14	30/06/14	31/03/14	31/12/13	CAGR
Price Multiplier on Announcement Date
Date	26/08/15	22/05/15	26/02/15	28/11/14	29/08/14	29/05/14	28/02/14	-
Price	7.45	8.75	9.37	9.68	9.46	9.50	9.11	-
P/RPS	1.06	1.25	1.31	1.35	1.31	1.30	1.22	-8.96%
YoY %	-15.20%	-4.58%	-2.96%	3.05%	0.77%	6.56%	-	-
Horiz. %	86.89%	102.46%	107.38%	110.66%	107.38%	106.56%	100.00%	-
P/EPS	19.64	21.33	19.05	17.44	17.10	16.56	16.55	12.12%
YoY %	-7.92%	11.97%	9.23%	1.99%	3.26%	0.06%	-	-
Horiz. %	118.67%	128.88%	115.11%	105.38%	103.32%	100.06%	100.00%	-
EY	5.09	4.69	5.25	5.73	5.85	6.04	6.04	-10.80%
YoY %	8.53%	-10.67%	-8.38%	-2.05%	-3.15%	0.00%	-	-
Horiz. %	84.27%	77.65%	86.92%	94.87%	96.85%	100.00%	100.00%	-
DY	3.34	4.02	3.84	3.72	3.81	3.47	3.62	-5.23%
YoY %	-16.92%	4.69%	3.23%	-2.36%	9.80%	-4.14%	-	-
Horiz. %	92.27%	111.05%	106.08%	102.76%	105.25%	95.86%	100.00%	-
P/NAPS	1.52	2.19	2.05	2.03	2.01	2.08	2.08	-18.91%
YoY %	-30.59%	6.83%	0.99%	1.00%	-3.37%	0.00%	-	-
Horiz. %	73.08%	105.29%	98.56%	97.60%	96.63%	100.00%	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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