ENTITY
Semen Indonesia (Gresik)

Semen Indonesia (Gresik) (SMGR IJ)

110
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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21 Oct 2024 22:17

The Week That Was in ASEAN@Smartkarma - Siloam Intl Hospitals, BliBli & Djarum, and Delfi Ltd

The past week saw insights on Siloam International Hospitals (SILO IJ), Global Digital Niaga (BELI IJ), Delfi Ltd (DELFI SP), Bangkok Bank (BBL...

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17 Oct 2024 19:19Broker

Cement: 3Q24 Preview: Expanding Volume, Stabilizing ASP

We expect SMGR/ INTP 9M24F to reach 47%/63% of our estimate vs. 72%/65% seasonality, hence potential miss for SMGR but inline for INTP.

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