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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18 Apr 2024 06:25Broker

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.

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bullishMacroeconomics
12 Sep 2023 08:40Broker

Macro Strategy & Flows Trackers: More Signals

The main takeaways from the most recent Fed Beige Book suggest moderating economic growth in recent months, implying a Fed pause.

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07 Aug 2023 20:53Broker

Macro and Flows Tracker - Not All Is Well

The global manufacturing sector depicted some positive signs in July, with more countries reporting stronger activity, including Indonesia

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27 Jun 2023 08:27Broker

Macro and Flows Tracker - Glimpse of Recovery

We anticipate improvements in the banking sector's intermediary function, supported by ample liquidity and favourable rates

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19 Apr 2023 09:36Broker

Equity Snapshot: April 18, 2023

Following the release of the FY22 results, we revise our earnings estimates for SOE contractors under our coverage. State Budget Recorded Surplus...

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