Search result for: "cement sales"

Investors have been buying an inventory growth story and lower ROE since FY12. As ACE’s inventory growth has always exceeded its sales growth since FY11, there might be inventory write-offs or aggressive discounts given in the future to reduce its excessively high c.200 inventory days (as at end-FY15). Furthermore, due to its high inventory, the.

SMGR reported robust FY13 sales while its market share rose to 43.9% in Dec 2013 vs Dec 2012’s 40.9%. However, FY14F earnings growth may be slower than originally estimated due to higher electricity costs. As we foresee a time lag between the increasing input cost and a hike in its selling prices, we cut our.

While we are still cautious on Indonesia’s short-term equity market outlook owing to economic and political uncertainties, we are of the view that its long-term fundamentals are intact. We foresee 2014 GDP growth dipping to 5.4% while Bank Indonesia (BI) may have to raise the BI rate to 7.75-8.25%. As short-term macroeconomic fundamentals are weak,.

Several expansions and new contracts secured made by ABM Investama, Tbk (ABMM IJ) back in 2012, however the net earnings figure for FY12 is way below what we expected. This is mainly caused by the unexciting coal mining outlook which has dragged down margins for its mining contracting and coal mining business, putting severe pressure.

Wintermar Offshore Marine, Tbk (WINS IJ) recently released its 1H12 results, which it stated in USD. The company booked USD10m in 1H12 net profit (+52.7% y-o-y) which was in line with expectations, accounting for 47% and 51% of our and consensus’ full-year forecasts respectively. The strong growth was mainly due to an expansion in gross.

The increase in coal prices in the global market boosted the performance of PT Harapan Duta Pertiwi Tbk (HOPE). The number of orders for the body of the transportation vehicle carried out by the company also jumped.

Indonesia National Economic Recovery Fund Disbursement. The disbursement of government investment of Rp 11.5 trillion for PT Krakatau Steel (Persero) Tbk and PT Garuda Indonesia Tbk is expect to be carry out at the end of November to early December. The disbursement process awaits the General Meeting of Shareholders (GMS) of both.

TPIA Methyl Tert-butyl Ether Plant. PT Chandra Asri Petrochemical Tbk manage to record a solid direction for improving the company’s performance at the end of the third quarter of 2020. Despite the impact of the Covid-19 pandemic that is still hitting the world today. The issuer cod TPIA.

As well as, MNC Kapital Virtual Quiz Events. MNC Kapital Indonesia Tbk (BCAP) together with its 8 business units held a virtual quiz event call Nyapit Cuan (NYC) virtual quiz event. This event hold to celebrate the 31st anniversary of MNC Group, entitle MNC e-Fest 2020. The preliminary, semifinals, and finals hold on 2-6 November.

Ace Hardware Revenue IDR 3.65 Trillion. The world’s largest hardware, and the largest non-grocery American retail cooperative. Ace Hardware Indonesia Tbk (ACES IJ) record net sales of IDR 3.65 trillion in 1H20. Based on the company’s financial statements, the realization decrease by 7.86%. When compare to the achievement of the same period last year of.