INTP Indocement Tunggal Prakarsa Tbk

16 Jul 2019 13:48 (5 hari lalu) - Indocement Tunggal Prakarsa(INTP IJ) Slightly better than the sector   INTP recorded better sales volume growth than the sector in 1H19 (-1.9%yoy for INTP vs -2.3%yoy for the sector). Consequently, INTP’s market share was stable at 26.2%. However, the 1H19 sales are 41.8% of our full year target, or less than in the previous year (44.1%). INTP needs to book monthly growth of 3.1%yoy to 6.6%yoy to achieve full year growth of 1%yoy - 3%yoy. Maintain HOLD.   INTP booked cement sales in 1H19 of 7.72mn tons, or -1.9%yoy (6M18: 7.87mn tons) on the back of soft domestic consumption. However, INTP managed to maintain its market share at 26.3% (1H1 ...

16 Jul 2019 13:46 (5 hari lalu) - FROM EQUITY RESEARCH Strategy: Two Straight Months of Surplus  Similar to the trend in 1Q, a trade surplus was posted in the last two months of 2Q, although not enough to offset the considerably high deficit recorded in April. June’s trade surplus came in at USD196m, lower than the consensus of USD658m. In June, we observed that: 1. gas volume exports remained volatile, with prices depressed for two consecutive months; 2. weak CPO and coal exports due to the long holidays; and 3. a considerable decline in imports, mainly of consumption goods. Oil and gas imports were also back to the sub USD2b mark. For 2Q19, we expect se ...

11 Jul 2019 19:12 (10 hari lalu) - Attachments:

• Laporan Tahunan 2018_INTP_290419.pdf

09 Jul 2019 15:31 (12 hari lalu) - FROM EQUITY RESEARCH Telco Price Tracker: Salient efforts to boost ARPU Telkomsel is pushing higher price packs in return for higher data quotas. Apart from content, TSEL and EXCL have made safe bets on gaming, while ISAT is counting on new programs with voice minutes and data upselling. TSEL’s upward price adjustments are being applied nationwide even though ex-Java efforts seem manageable by contenders. With less market uncertainty (Smartfren’s network performance is stalling), incumbent & other players have more flexibility to perfect their strategies. Remain Overweight. To see the full version of this report, pleaseclick ...

09 Jul 2019 10:23 (12 hari lalu) - JAKARTA. PT Indocement Tunggal Prakarsa Tbk. expand its business by working on andesite stone products. The expansion took an investment of Rp 250 billion. Director and Corporate Secretary of Indocement Tunggal Prakarsa Antonius Marcos explained that the company has planned for expansion into andesite stone products since last year. However, the plan can only be realized this year. He explained that the purpose of business expansion in the andesite mine located in Pamoyanan, Cariu, West Java was to guarantee the supply of good quality stone for the company's concrete business. In addition, the company's excess mining production will be sold ...

09 Jul 2019 09:07 (12 hari lalu) - Britama.com – Indocement Tunggal Prakarsa Tbk (INTP) memperluas unit usahanya dengan mengucurkan dana investasi senilai Rp250 miliar untuk menggarap produk batu andesit. Tujuan ekspansi bisnis tersebut adalah untuk menjamin pasokan batu dengan mutu yang bagus untuk bisnis beton perseroan. Disamping itu, kelebihan produksi tambang batu tersebut akan dijual perseroan kepada pihak ketiga. Perseroan meyakini bahwa usaha tersebut akan berjalan dalam jangka waktu yang lama karena cadangan batu andesit INTP mencapai 25 juta ton yang diperkirakan akan habis selama 12-13 tahun.

08 Jul 2019 20:32 (12 hari lalu) - Attachments:

• 20190708_INTP_LKS_00408_PP2_Laporan kepemilikan saham.pdf

08 Jul 2019 13:52 (13 hari lalu) - (Baca juga: POLA HEAD AND SHOULDERS DALAM SAHAM) KONTAN.CO.ID - JAKARTA. Tren penurunan harga batubara tidak serta-merta menjadi katalis positif bagi pelaku industri semen. Pasalnya, harga beli batubara mereka bisa jadi berbeda dengan harga batubara acuan di pasar global. Mengintip data Bloomberg, harga kontrak batubara untuk pengiriman Oktober 2019 di pasar ICE Future Newcastle pada Jumat (5/7) sebesar US$ 78,30 per metrik ton. Harga itu menyusut 18,35% year to date (ytd) atau sejak akhir tahun lalu yang tercatat US$ 95,90 per metrik ton. PT Indocement Tunggal Prakarsa Tbk berharap bisa menikmati tren penurunan harga tersebut. "Akan tetap ...

07 Jul 2019 18:08 (14 hari lalu) - KONTAN.CO.ID - JAKARTA. Para pelaku industri semen masih tetap optimistis meraup keuntungan di semester II-2019. Berjalannya proyek infrastruktur diikuti dengan semakin efisiennya produksi dipercaya dapat mendorong bisnis semen. PT Indocement Tunggal Prakasa Tbk (INTP) misalnya, memasuki semester II-2019 perusahaan cukup optimistis dapat mengerek kinerja bisnisnya. "Kami optimistis permintaan semen untuk proyek-proyek akan terus berlanjut di samping efek domino dari telah selesainya beberapa infrastruktur akan mulai bergerak," ujarnya kepada Kontan.co.id, Minggu (7/7). Selain dari sektor proyek, INTP juga tengah meningkatkan sektor ritelnya ...

03 Jul 2019 17:11 (18 hari lalu) - Attachments:

• Laporan Kegiatan Registrasi Efek Periode Juni 2019_INTP_030719.pdf