ENTITY
Semen Indonesia (Gresik)

Semen Indonesia (Gresik) (SMGR IJ)

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Analysis
MaterialsIndonesia
PT Semen Indonesia (Persero) Tbk manufactures cement including portland cement, oil well cement, and mixed cement. Through its subsidiaries, the Company also develops and operates an industrial estate, mines limestone and clay, and packages and distributes cement.
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06 Jun 2024 19:58Broker

Semen Indonesia - A Better Optimism Following the May24 Price Hikes

SMGR’s management reaffirmed its ~3% vol growth target and 1% higher ASP in FY24F, seeing IKN as the LT demand driver. ASP is expected to improve...

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03 Jun 2024 20:50Broker

PT Semen Indonesia Tbk (SMGR IJ) - Facing Challenges Head-On

SMGR recorded a revenue of IDR8.4tn in 1Q24, marking a contraction of -6.3% YoY (vs IDR8.9tn in FY22) and reflecting 21.3%/20.8% of MNCS/Consensus...

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28 Mar 2024 23:51

Semen Indonesia (SMGR IJ) - Solidifying Indonesia's Future Path

Increasing infrastructure spending will help to drive growth in demand for bulk cement, especially from the new capital, with Semen Indonesia being...

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25 Sep 2024 19:08Broker

Cement: Divergence Between SMGR and INTP Sales Volumes in Aug24

INTP's sales vol continued to outperform with a 3.5% yoy growth (exGrobogan) in Aug24, vs. industry’s -1% yoy and SMGR’s -5% yoy.

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29 Aug 2024 18:54Broker

Cement: Jul24 Sales: Strong 14% Mom Vol Growth, but Risk from Fighting Brand Pricing of Merdeka

Industry sales vol grew robustly by 14.1% mom in Jul-24, with SMGR domestic vol grew 8% mom and INTP vol expanded by 23% mom.

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