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Indocement Tunggal Prakarsa (INTP IJ)
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130
Analysis
Materials
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Indonesia
PT Indocement Tunggal Prakarsa Tbk manufactures cement and building materials. Through its subsidiaries, the Company also manufactures and processes ready-mix cement as well as owns and manages properties and hotels.
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bullish
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Thematic (Sector/Industry)
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10 Jul 2024 18:45
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Broker
Cement: 2Q24 Preview: A Weak Quarter yet Inline 1H24 NP, Expecting Turnaround in 2H24E
We estimate -9%/-3% qoq or -2%/+15% yoy volume growth in 2Q24E for SMGR/INTP, while ASP is estimated to improve by ~1% qoq.
BRI Danareksa Research
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bearish
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Thematic (Sector/Industry)
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30 May 2024 19:09
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Broker
Cement: Downgrade Sector to Neutral on Weak ASP and Lower Demand
Given weak ASP, we lower our FY24F/ FY25F EPS by 21%/20% as we cut our FY24 ASP hike assumption to 0% to -1.5% (vs. +1%-2% prev.).
BRI Danareksa Research
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217 Views
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bullish
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Thematic (Sector/Industry)
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18 Apr 2024 06:25
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Broker
Cement: Improving S-D with IKN as Demand Driver
We expect the IKN project to help sustain industry growth and estimate industry’s 2.6%/3% vol growth for 2024F/25F and 3%-4% for 2026F-30F.
BRI Danareksa Research
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203 Views
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bullish
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Thematic (Sector/Industry)
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12 Jul 2023 06:52
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Broker
Macro and Flows Tracker - Gear Up
Gear UpDespite fiscal expansion in 2H, the government has a lower fiscal deficit target on higher revenues. Supporting domestic aggregate demand...
BRI Danareksa Research
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214 Views
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bullish
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Indocement Tunggal Prakarsa
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12 Apr 2023 09:51
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Broker
Indocement Tunggal Prakarsa(INTP IJ): Maintain Slight Revisions to Our Earnings Estimates
Following the release of the FY22 results, we slightly revise our earnings estimates to factor in the impact of fuel price hikes on the material...
BRI Danareksa Research
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