SMCB Solusi Bangun Indonesia Tbk


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SMCB SMGR SMGR: Maintain BUY, TP at IDR 13,050 - Positive Synergy with Taiheiyo Cement Corp. - Samuel Sekuritas Indonesia
22 Feb 2021 09:50 (7 bulan lalu) - Positive Synergy with Taiheiyo Cement Corp. Taiheiyo Cement Corporation (TCC) plans to purchase at least 15% of SMCB shares, a subsidiary of SMGR. in addition, TCC has committed to purchasing at least 1 million tonnes of cement and clinker products every year, equivalent to 8.1% of SMCB’s sales volume in FY19, or 2.3% of SMGR’s consolidated sales volume in the same period. The synergy between the two companies will be mutually beneficial amid the ongoing deleveraging program to improve the company’s financial structure. We recommend BUY for SMGR with a TP of IDR 13,050, reflecting 10.5x FY21F EV/EBITDA. Positive synergy with TCC; USD 220 mi ...
EXCL SMCB SMGR Danareksa Equity Snapshot - 23 April 2020
23 Apr 2020 15:47 (1 tahun 5 bulan lalu) - FROM EQUITY RESEARCH   Puradelta Lestari: A leading start (DMAS IJ. IDR 188 HOLD TP. IDR 160) Despite potential delays in land purchases arising from uncertainties in the Indonesian and global economy, DMAS secured 32ha of industrial land sales in 1Q20. This positive start could mean that DMAS ends the year with the highest land sales among its peers. To see the full version of this report, pleaseclick here   Media Nusantara Citra: Banking a softer growth  (MNCN IJ. IDR 930 BUY TP. IDR 1,550) 2019 was a good year for MNCN, as revenue of IDR8.4tn (12.2% yoy) at 104.4% of our figures and 101.7% of consensus’ as digital surged 167.1% driven by ...
SMCB SMGR Berpotensi Bawa Cuan, Masuknya Investor Jepang Bakal Dorong Saham SMGR dan SMCB - Market Bisnis.com
22 Apr 2020 18:55 (1 tahun 5 bulan lalu) - Bisnis.com, JAKARTA – Rencana PT Semen Indonesia (Persero) Tbk. mendivestasikan sebagian sahamnya di PT Solusi Bangun Indonesia Tbk. dinilai akan berdampak positif terhadap kinerja emiten pelat merah tersebut. Analis PT Ciptadana Sekuritas Asia Fahressi Fahalmesta menyatakan bahwa rencana divestasi itu berpotensi mendatangkan keuntungan ekstra untuk Semen Indonesia sebagai pemegang saham mayoritas perusahaan itu. Dia mengatakan bahwa TCC menargetkan akan mengakuisisi sekitar 15 persen kepemilkan SBI dengan perkiraan dana mencapai 20—25 miliar yen atau setara dengan Rp2,3 triliun — Rp3,6 triliun. Menurutnya, dengan perhitungan ini transaksi ...
SMCB SMGR Danareksa Equity Snapshot - SMGR , 10 Oktober 2019
10 Oct 2019 10:05 (1 tahun 11 bulan lalu) - Semen Indonesia(SMGR IJ) New branding to reduce costs   SBI no longer uses the Holcim brand as its trademark as it was replaced by Dynamix in Sep19. However, SBI had previously signed a USD50.0mn fee agreement to use the brand until the end of Jan2020. Thus, we expect royalty cost savings of 7% to only kick in as of Feb2020. We expect SMIG’s cement sales to grow by 24.7%yoy in FY19 supported by the consolidation with SBI, while we expect 4%yoy growth for domestic sales in 2020. We assume 1.2%yoy and 3.0%yoy ASP growth in 2019 and 2020. We roll over our DCF to arrive at a new TP of IDR17,400. Maintain BUY.   Dynamix is the new trademark. S ...
SMCB SMGR Semen Indonesia (SMGR) – HOLD (Downgrade) - Samuel Sekuritas Indonesia
08 Oct 2019 11:07 (1 tahun 11 bulan lalu) - Price: Rp 11.200 – Target Price: Rp 11.500 Weak 8M19 Volume penjualan SMGR Sepanjang 8M19 naik +21,5% yoy. Namun hal ini dikarenakan adanya akuisisi Solusi Bangun Indonesia Tbk (SMCB). Tanpa SMCB, volume penjualan SMGR sebenarnya turun -6,1% yoy. Tahun 2020 oversupply di industri semen masih akan terjadi, sehingga kami mengestimasi volume cenderung stagnan. Kami merekomendasikan HOLD dengan TP di Rp 11.500 (EV/EBITDA 20F 35,2x dan PE 20F 23,1x). Volume 8M19 naik +21,5% yoy tertolong akuisisi SMCB. Sepanjang bulan Agustus 2019, volume penjualan Perusahaan naik +3,7% mom menjadi 3,9 juta ton. Dibandingkan dengan Agustus 2018, volume naik +27 ...
SMCB SMGR Laba Sebelum Pajak Sesuai Ekspektasi, Rating Buy SMGR Stabil
04 May 2019 11:28 (2 tahun 4 bulan lalu) - Ipotnews- Laba bersih PT Semen Indonesia Tbk (SMGR ) di kuartal pertama 2019 (1Q19) sebesar Rp268 miliar usai mencatat biaya dana yang substansial senilai Rp712 miliar, naik berasal dari utang pembiayaan untuk akuisisi PT Holcim (SMCB ). EBITDA pada 1Q19 mencapai Rp1,5 triliun. Tetapi perlu dicatat bahwa gambaran laba pada 1Q19 merupakan sebagian dari konsolidasi (hanya 2 bulan) dengan Holcim. Kinerja EBITDA yang positif terutama didorong oleh kenaikan harga jual rata-rata (ASP) di pasar domestik. Singkatnya SMGR menghasilkan kinerja baik dengan kenaikan marjin laba kotor sebesar 27,2 persen dan EBITDA sebesar 19,2 persen. Pertumbuhan Volu ...
SMCB SMGR Danareksa Equity Snapshot - SMGR, 19 Maret 2019
19 Mar 2019 09:47 (2 tahun 6 bulan lalu) - Semen Indonesia Adding SMCB sales to its book SMGR’s Feb19 sales volume jumped 47%yoy following the consolidation of SMCB’s sales. Domestic cement sales from SMGR’s plants reached 1.86mn tons, +1.1%yoy or lower than the market sales growth of 2.2%yoy. SMGR booked strong export sales in Feb19 (+73.1%yoy and +42.6%mom). Its export sales were 13.9% of its total Feb sales, the highest contribution ever. Including SMCB’s sales, SMGR group sales in 2M19 were 53.8% of the domestic market, making it the biggest cement player in Indonesia. Sales in Feb19 grew 47%yoy but -10%mom. SMGR’s sales volume in Feb19 reached 3.10mn tons, +47.0%yoy (Feb18: 2 ...
SMCB SMGR Analisa Saham SMGR : tender offer on SMCB shares
12 Mar 2019 08:30 (2 tahun 6 bulan lalu) - ID – [ SMGR IJ]: Semen Indonesia announced tender offer on SMCB shares Andrey Wijaya, Mutiara Nita – RHB Sekuritas ♦ Semen Indonesia (SMGR IJ) is to do mandatory tender offer on remaining Solusi Bangunan Indonesia (SMCB IJ) shares owned by public. Tender offer price is IDR2,097 per share, 4% higher from yesterday closing price. ♦ The mandatory tender offer period is 12 March – 10 April 2019. Latest payment date is 22 April 2019. ♦ We see Semen Indonesia acquisition on SMCB to create positive synergises in the long term. Maintain BUY on Semen Indonesia with IDR14,500 TP ( 16% upside), implies 29x-25x FY19F-20F P/Es.
SMCB SMGR Danareksa Equity Snapshot - SMGR, 22 February 2019
22 Feb 2019 11:04 (2 tahun 7 bulan lalu) - Semen Indonesia(SMGR IJ) Soft January sales   The SMGR group booked weak cement sales in Jan19 of only 2.50mn tons, -10.4%yoy and -13.6%mom on the back of soft domestic cement sales in Indonesia and TLCC. Cement sales in Indonesia were -6.3%yoy and -9.4%mom. Sales in Indonesia accounted for 86% of the total sales, followed by export sales of 8.4%, and TLCC of 5.6%. The SMGR group’s sales were -10.4%yoy and -13.6%mom. SMGR booked total sales volume in Jan19 of 2.50mn tons or -10.4%yoy (Jan18: 2.8mn tons) on the back of lower domestic sales. The group’s sales were -13.6%mom compared to Dec18’s sales of 2.89mn tons. Domestic cement sales we ...
BSDE SMCB SMGR Danareksa Equity Snapshot - 12 February 2019
12 Feb 2019 09:46 (2 tahun 7 bulan lalu) - FROM EQUITY RESEARCH Plantation: Jan 19 Inventory: First Signs of a Decline (Overweight) Malaysia’s palm oil inventory fell to 3.00mn tons in Jan 19 (+17.8% YoY, -6.7% MoM), below consensus estimates of 3.03mn tons, mostly due to higher-than-expected exports. We expect short-term support from the ongoing low crop season while slower supply growth, higher demand from the B20 mandate and higher exports to India and China will be key drivers in keeping the CPO price firm in the longer-term. Maintain OVERWEIGHT. To see the full version of our report, pleaseclick here   Adaro Energy:  Coal production target maintained for 2019 ( ...
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