• 10 months ago
PT PP (Persero) Tbk (PTPP) melepas sahamnya, di proyek pembangkit listrik tenaga air atau PLTA, ke PT Energi Infranusantara yang merupakan anak usaha PT Nusantara Infrastructure Tbk (META). Hal ini selaras dengan strategi perusahaan, dalam rangka penyehatan keuangan, melalui divestasi beberapa portofolio bisnis.

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Transcript
00:00 From the topic of choice, we move on to the information of the select committee,
00:03 where the BUMN PT PP Persero TBK or PT PP
00:07 released its shares in the project of the water power power plant or PLTA
00:11 to PT Energi Infra Nusantara, which is the subsidiary of PT Nusantara Infrastructure TBK or META.
00:18 This is in line with the company's strategy in the framework of financial health
00:22 through the divestment of several business portfolios.
00:29 Quoted from the open information of BUMN PT PP Persero TBK,
00:34 through the subsidiary of PT PP, PT PP Energi has sold all the shares
00:40 in the infrastructure of PT Infola Meka Energi.
00:44 Both parties have signed a purchase sale agreement
00:49 for the ownership of the shares on Thursday, December 28, 2023.
00:55 PT PP Energi agreed to release the ownership of the shares owned by the company as large as 38.77%
01:03 or 496,645 shares
01:08 in PT Infola Meka Energi with a value of 45.17 billion rupiah divestment
01:14 to Indonesian-born investors, namely PT Energi Infra Nusantara.
01:20 Secretary of the PT PP Persero TBK, Bakhtiar Effendi, explained
01:25 that the fresh sales of PT Infola Meka Energi shares can increase the value of PT PP Energi
01:31 so that liquidity becomes larger in the position of smooth assets and solvability becomes maintained.
01:38 This is in line with the company's strategy in the framework of financial health
01:42 through the divestment of several business portfolios.
01:47 As far as I know, PT Infola Meka Energi is a company that has been active in the renewable energy sector since 2008.
01:55 PT PP is known to be in pursuit of devastation action in order to reduce the debt of investors.
02:03 Until Q3 2023, PT PP recorded an increase in liability of 41.9% year-to-date to 44.21 trillion rupiah.
02:16 There is also a total asset of 59.31 trillion rupiah, rising from 2.96% year-to-date.
02:24 From the fundamental development of PT PP, let's go to the first graphic.
02:42 We will try to see the technical movements of PT PP, which is more tense in the middle of the strengthening of the family investment in the long run.
02:51 Although in the first session this morning, significant strengthening took place.
02:55 Let's go to the first graphic, the analysis of the movements of PT PP.
02:59 Opened in the first session this morning at 454 rupiah per share.
03:03 This position is higher than the previous closing at 452 rupiah per share.
03:09 A few minutes after the opening, PT PP experienced a significant increase and passed the intraday level at 460 rupiah per share.
03:18 However, this position is not able to be maintained at 10.40, 11.30 until the opening of the second session.
03:24 PT PP is more tense and moves in the red zone.
03:29 So far, PT PP is at level 446, 446 weakening at 1.33% and the lowest level today at 446 rupiah per share.
03:40 In the middle of work that is not yet maximum, the movement of PT PP in the last few months tends to experience quite a deep pressure.
03:50 Let's move on to the next graphic, the analysis.
03:52 You can also see it on your television screen, in the Augustus trading.
03:56 PT PP moves at level 500, precisely at 595 rupiah per share.
04:02 In September, it experienced a fairly high increase at the level of 810 rupiah per share.
04:08 And again, this level is not able to be maintained.
04:11 October, November, December until January, the movement of PT PP is more tense.
04:16 Even in the intraday, it touched 428 rupiah per share.
04:21 How about the valuation? Let's move on to the next graphic, the analysis with some indicators.
04:27 We will try to see the price-to-earning ratio from the position.
04:31 It is at 8.69x, the WSR is at 0.17x, while the PBV is at 0.25x and the PCFR is -1.27x.
04:42 A combination of fundamental, technical and also from the valuation side.
04:46 And hopefully it can be one of the references for you.
04:49 Thank you.
04:50 [Music]
04:53 [BLANK_AUDIO]

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