INTP Indocement Tunggal Prakarsa Tbk

20 Aug 2021 11:38 (1 bulan 3 hari lalu) - JAKARTA, investor.id- Kenaikan biaya bahan bakar di tengah lambatnya pemulihan penjualan semen nasional menjadi tantangan bagi pertumbuhan kinerja keuangan PT Indocement Tunggal Prakarsa Tbk (INTP) tahun ini. Sedangkan realisasi kinerja hingga semester I-2021 telah sesuai ekspektasi sejumlah analis. Analis BRI Danareksa Sekuritas Maria Renata mengungkapkan, kenaikan biaya bahan bakar bisa menghambat Indocement dalam mencetak pertumbuhan keuntungan yang pesat. Namun, peningkatan permintaan semen diharapkan menjadi katalis positif bagi perseroan. “Sepanjang semester I-2021, perseroan mencatatkan kenaikan biaya bahan bakar dan energi sebesar 2 ...

18 Aug 2021 12:09 (1 bulan 5 hari lalu) - Weak monthly sales due to PPKM   The implementation of emergency PPKM in Java-Bali in Jul 21 resulted in lower monthly cement demand, including demand for cement produced by INTP. This is because as much as 67% of the national cement suppliers are located in Java while the demand is 53% of the total. The cement consumption in Jul21 dropped by -0.8%mom to 5.51mn tons (+6.3%yoy), while INTP’s sales dropped by -0.4%mom to 1.41mn tons (-2.8%yoy). YTD, INTP’s sales of 8.83mn tons (+3.5%yoy) are in-line with our expectations.   Sales in Jul were hit by the implementation of Java-Bali PPKM. The implementation of Java-Bali emergency PPKM in Jul re ...

18 Aug 2021 11:13 (1 bulan 5 hari lalu) - Mitigating the impact of higher coal prices The increasing coal price has raised concerns on costs in the cement sector as coal is one of the energy sources in the production process. Coal costs are 31% to 39% of the manufacturing costs. However, usually ~40%/50% of the coal needed has been contracted for 1 year. This helps to mitigate the impact from volatility in coal prices. We maintain our BUY call on the sector while awaiting confirmation of the impact of higher coal prices on the 3Q results.    Fuel and energy costs are 33% of SMGR’s manufacturing costs and 43% for INTP’s. This mostly reflects the difference in energy sources used b ...

18 Aug 2021 09:45 (1 bulan 5 hari lalu) - ? Strategy: 2022 Proposed Budget: Defensive In Nature Countercyclical policies to stabilise and normalise economic activity remain the focus, with further acceleration of socio-economic recovery the building block of the 2022 Proposed Fiscal Budget, a strategy largely coherent with 2021’s. With the need to further lower the fiscal deficit target to 4.9%, a larger tax revenues target and flattish spending figure will be imperative, underpinned by further realignment of spending priorities while phasing out from pandemic-related spending support. To see the full version of this report, pleaseclick here   Banking: Still ...

05 Aug 2021 06:00 (1 bulan 18 hari lalu) - JAKARTA. The net profit of PT Indocement Tunggal Prakarsa Tbk (INTP) reaches IDR 586.57 billion in the first half of 2021. It is 25% higher than IDR 457.88 billion reported in the same period last year. Its financial report reveals that the net profit growth goes hand in hand with the increasing revenue of 7.96% year-on-year (yoy), now scoring IDR 6.67 trillion from IDR 6.17 trillion reported in the same period in 2020. However, its sales costs now amount to IDR 4.57 trillion from IDR 4.29 trillion as its operating expenses move from IDR 1.46 trillion to IDR 1.48 trillion and finance costs triples to IDR 21.26 billion from IDR 6.25 billion. ...

04 Aug 2021 09:48 (1 bulan 19 hari lalu) - The transformation programs are bearing fruit INTP booked strong 1H21 results thanks to the transformation carried out by the company in the past few years such as the digitalization program, the usage of alternative fuels, and the emission reduction program. The domestic cement market grew by +7.3%yoy in 1H21 as bagged cement sales grew by +10%yoy. Soft bulk cement sales are a reflection of the slow progress of infrastructure projects. While cement demand for infrastructure projects is expected to recover post the implementation of PPKM, the ongoing pandemic remains a major threat.  We maintain our BUY call with a new TP at IDR15,400. ...

04 Aug 2021 09:30 (1 bulan 19 hari lalu) - JAKARTA, Investor.id - Enam saham emiten masuk indeks terbaru saham berkapitalisasi 'usaha kecil dan menengah (UKM)' dengan likuiditas tinggi. Sebaliknya, tujuh saham emiten terpental dari indeks saham berlabel IDX SMC Liquid tersebut. Daftar terbaru saham IDX SMC Liquid berlaku efektif mulai hari ini (4 Agustus 2021) hingga 2 Februari 2022. Enam saham emiten yang masuk daftar terbaru IDX SMC Liquid yaitu PT Adhi Karya (Persero) Tbk (ADHI), PT Alam Sutera Realty Tbk (ASRI), PT Medikaloka Hermina Tbk (HEAL), PT Indah Kiat Pulp & Paper Tbk (INKP), PT Indocement Tunggal Prakarsa Tbk (INTP), dan PT Indosat Tbk (ISAT). Adapun tujuh saham yang te ...

04 Aug 2021 09:15 (1 bulan 19 hari lalu) - IMQ, Jakarta — PT Indocement Tunggal Prakarsa Tbk (INTP) optimistis konsumsi semen domestik pada tahun ini akan mengalami pertumbuhan sekitar 5 persen ditengah faktor ketidakpastian yang berkelanjutan pada pemulihan ekonomi akibat pandemi COVID-19. Direktur dan Corporate Secretary Antonius Marcos mengatakan semester pertama tahun ini telah memberikan signal yang positif terhadap pemulihan ekonomi, namun sejak Juli dimana Indonesia kembali mengalami gelombang pandemi kedua yang diikuti oleh pembatasan mobilitas yang ketat dari pemerintah. "Meski demikian, kami tetap optimis terhadap konsumsi semen domestik tahun ini dengan perkiraan pertumbu ...

03 Aug 2021 19:42 (1 bulan 19 hari lalu) - JAKARTA- PT Indocement Tunggal Prakarsa Tbk (INTP) membukukan volume penjualan domestik (semen dan klinker) secara keseluruhan sebesar 8 juta ton pada semester I/2021 meningkat 642.000 ton atau 8,8% dari periode yang sama tahun lalu yang menetapkan pangsa pasar perseroan menjadi 25,6% untuk semester I/2021. Direktur dan Corporate Secretary Indocement Tunggal Prakarsa Antonius Marcos mengatakan volume penjualan perseroan di luar Jawa tumbuh sebesar 10,6% (pangsa pasar 15,7%) lebih tinggi dari pertumbuhan di Jawa sebesar 3% (pangsa pasar 34,3%). Peningkatan di luar Jawa terutama berada di Sulawesi dengan pertumbuhan volume penjualan sebesar 61 ...

03 Aug 2021 18:56 (1 bulan 19 hari lalu) - Pasardana.id - PT Indocement Tunggal Prakarsa Tbk (IDX: INTP) membukukan Laba Periode Berjalan sebesar Rp586,6 miliar dalam enam bulan pertama tahun 2021, atau tumbuh 24,8 persen dibanding periode yang sama tahun 2020, yang tercatat sebesar Rp470 miliar. Direktur INTP, Antonius Marcos menjelaskan, pencapaian kinerja itu ditopang pertumbuhan volume penjualan domestik (semen dan klinker) sebesar 8,8 persen menjadi 8 juta ton pada Semester I tahun 2021, atau meningkat 642 ribu ton atau tumbuh dari periode yang sama tahun lalu. “Dengan hasil ini, pangsa pasar perseroan menjadi 25,6 persen untuk Semester I tahun 2021,” kata dia kepada media, Sel ...