PT United Tractors Tbk (UNTR) mencatatkan, penurunan penjualan ala berat 3,72% per September 2023. Penurunan dikontribusi di sektor konstruksi, seiring pembangunan infrastruktur yang cenderung melambat jelang pemilu.
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TVTranscript
00:00 From the topic of choices, we turn to the information of the election candidates.
00:03 This time it's still from the election candidates for mining, coal and mining of Pemirsa.
00:07 Where PT United Tractor TBK or UNTR recorded a decrease in heavy goods sales 3.72% per September 2023.
00:15 Decreases are contributed in the construction sector, along with the construction of infrastructure that tends to slow down the race of voters.
00:26 The sales of heavy goods Komatsu PT United Tractor TBK or UNTR is starting to decline.
00:32 According to a report of monthly sales for the first 9 months of 2023, UNTR has sold 4,365 units of Komatsu heavy goods.
00:42 The realization fell 3.72% year-on-year, where sales in the same period last year were as large as 4,534 units.
00:52 There were forced markets for UNTR per September 2023, a whopping 31%.
00:58 In terms of sectoral sales, UNTR's heavy goods are still dominated by the mining sector, reaching 62% of total sales.
01:06 In the construction sector, as many as 16%, forestry 13% and the agribusiness sector as many as 9%.
01:16 Meanwhile, since the month of September 2023, UNTR has sold 414 units of heavy goods, up 3.5% from sales in the August period, then in 2023 at 400 units.
01:28 However, sales in the September 2023 period fell 24.03% from sales in September 2022 to 545 units.
01:42 The Secretary of the PT United Tractor TBK, Sara Kalubis, said that the decline in the majority of heavy goods sales occurred in the construction sector due to the advent of 2024 election.
01:52 Usually, infrastructure projects slow down, UNTR projected that heavy goods sales could reach 5,800 units by the end of 2023.
02:02 However, the projection is still in the re-evaluation stage of the management cycle.
02:08 In the middle of the decline in the mining sector and the pressure from the energy sector, UNTR is also weakening today, but the weakening is more limited compared to the weakening that occurred in several other mining stocks.
02:28 Let's go straight to the first graph, how is the movement of UNTR throughout the recent days.
02:34 It was opened in the first session this morning at level 26,200, this level is lower or has undergone a correction compared to the previous closing of the day, which was successfully closed at 26,325.
02:49 Then, UNTR had a weakening at 26,500 after experiencing pressure from the opening market in the first session, and it seems that this level is the highest level throughout today's trading.
03:04 However, this level is not able to be maintained.
03:06 One hour after the closing of the trading session in the first session this afternoon, UNTR had a fairly deep correction and touched level 26,025 and 26,000.
03:17 Then, at the closing of the first session, UNTR tried to rise even though it was still moving in the red zone, but the weakness has begun to be limited at 26,200.
03:27 The opening of the second session at 26,175 and the same level at this position in a few minutes after the closing of the trading session in the second session.
03:36 We move on to the next graph, the movement of UNTR in the last few months.
03:41 You can also watch the graph on your television screen.
03:45 In the May trading session, UNTR was still moving at level 26,000.
03:51 Then, at the end of May, UNTR had a fairly deep pressure, precisely at 22,225.
04:00 And this is the lowest level in the last six months.
04:03 In June and July, UNTR tried to rise, even in the August trading session, it has reached 27,525.
04:12 Even though in September, it was again pressured, precisely in early September at 26,000.
04:18 But on September 20, UNTR again experienced significant strength, even though in October trading, it was again generally under pressure.
04:30 Year to date, UNTR shares experienced a fairly high fluctuation because before that, in the last trading session in April, UNTR was still at the top level, precisely at 31,400.
04:45 Then in October 2022, UNTR shares still moved at 33,800.
04:52 As the price of the community dropped, the decline in the labor market, UNTR reflected on the technical movement.
04:58 How about the valuation? When the average of the West West investment shares fell, the valuation was still quite cheap and interesting to look at.
05:08 You can also see the graph on your television screen.
05:11 We will only look at the position. The price to net earning ratio is still around 4.36x, the PSR is at 0.71x, the PBV is still at 1.36x, and the PCFR is at 2.42x.
05:24 Fundamentally, it is technical and also from the valuation side, and hopefully it can be one of the references for you.
05:31 Thank you.
05:34 [Beep]
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