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Gudang Garam (GGRM IJ)
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130
Analysis
Consumer Staples
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Indonesia
PT Gudang Garam Tbk manufactures and distributes cigarettes and operates activities related to the cigarette industry. Through its subsidiaries, the Company also operates in the paper-related activities.
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bearish
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Gudang Garam
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19 Jul 2024 10:12
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Broker
Gudang Garam - A Still Challenging Outlook Limits Re-Rating Potential
GGRM’s 6-8% price adjustment YTD may support FY24F margins, but we expect volume may continue to be under pressure. We trim our FY24-25F NP by 42-47%
BRI Danareksa Research
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bullish
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Thematic (Sector/Industry)
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05 Dec 2023 20:27
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Broker
Cigarette: Attractive Value Proposition Despite Lingering Regulatory Headwinds...
FY24 excise revenue target growth of 5% yoy and 10% avg. tariff growth implies negative industry volume growth will continue.
BRI Danareksa Research
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321 Views
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bullish
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Thematic (Sector/Industry)
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04 Dec 2023 22:55
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Broker
Cigarette: Attractive Value Proposition Despite Lingering Regulatory Headwinds
FY24 excise revenue target growth of 5% yoy and 10% avg. tariff growth implies negative industry volume growth will continue.
BRI Danareksa Research
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315 Views
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bullish
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Thematic (Sector/Industry)
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23 Oct 2023 22:23
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Broker
Cigarette - Upbeat 3Q23 yoy earnings growth; attractive yield play
Our cigarette price survey revealed no significant movements in retail prices during August to Sept 2023, likely given the soft/negative volume...
BRI Danareksa Research
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333 Views
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bullish
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Thematic (Sector/Industry)
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18 Apr 2023 09:34
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Broker
Cigarette: Waiting for Change
Excise tax simplification for cigarettes is only likely to take place after 2024, good news for the below tier-1 cigarette producers.
BRI Danareksa Research
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