PT Medco Energi Internasional Tbk (MEDC), membekukan penurunan laba dan pendapatan di sepanjang 2023. Kondisi ini mencerminkan, penurunan harga minyak dan gas serta berkurangnya kontribusi dari anak usaha PT Amman Mineral Internasional Tbk (AMMN).
Category
📺
TVTranscript
00:00 From the topic of choice, we turn to information on the selection of the producers
00:03 and this time it is still related to the release of the full year energy in 2023.
00:08 Where the producers of PT Medco Energy International TBK or Medco
00:11 recorded a decrease in oil prices and revenues throughout 2023.
00:16 This condition reflects a decrease in oil and gas prices
00:19 as well as a decrease in the contribution of the businessmen
00:22 PT Aman Mineral International TBK or AMMN.
00:27 [music]
00:29 According to the information released by the Indonesian Stock Exchange,
00:33 PT Medco Energy International TBK is not a working year
00:37 attributed to the owner of the Indian entity
00:39 as large as USD 330.67 million in 2023.
00:44 The clean year figure fell 37% year-on-year
00:49 from USD 530.88 million in 2022.
00:54 The same condition occurs in the amount of revenue per share
00:57 fell 3% year-on-year
00:59 to USD 2.24 billion in 2023
01:03 from USD 2.31 billion in 2022.
01:08 In the official statement, Medco Energy explains
01:10 the clean year 2023 is lower
01:12 from 2022 showing a decrease in oil and gas prices
01:16 as well as a decrease in contributions from PT Aman Mineral International TBK
01:19 which is caused by very high rainfall
01:21 and delay in the extension of export permits.
01:25 Meanwhile, in the middle of the decrease in revenue,
01:26 the main burden of revenue increased to USD 1.21 billion
01:31 from previously USD 1.06 billion.
01:35 The clean year figure fell
01:36 to USD 1.03 billion in 2023
01:40 from previously USD 1.24 billion in 2022.
01:45 On the other hand, the amount of liability Medco
01:46 reached USD 5.44 billion per December 31, 2023
01:51 or increased from USD 5.18 billion in 2022.
01:57 The amount of revenue reached USD 7.46 billion
02:00 per December 2023
02:02 or increased from USD 6.93 billion per December 2022.
02:07 Various sources for IDX Juno.
02:16 It's quite interesting to observe
02:17 in the middle of the fundamental development
02:19 that is not as exciting as Medco.
02:21 Technically, Medco has experienced significant strength
02:25 throughout the day, at 3.83% in 1490,
02:29 not just today.
02:31 In the last week, Medco also experienced strength.
02:35 Is this covered by the price position of the oil community
02:38 which in recent times
02:41 tends to be more dominant than USD 85 per barrel?
02:46 We will try to review it later.
02:47 Let's see how the technical movements of Medco
02:51 throughout the day.
02:53 Can you see it on your TV screen?
02:57 The movements of Medco in the middle of weakening
02:59 of the price-to-joint index.
03:01 Medco is more likely to experience strength.
03:03 It was opened in the first session this morning
03:05 at USD 1,450 to USD 1,465.
03:10 This position is stronger compared to the previous closing
03:13 at USD 1,435.
03:15 USD 9.30 was up to USD 1,455,
03:19 USD 10.30, a position of strength
03:22 more to the limit.
03:24 However, at USD 11.30,
03:28 the first closing session,
03:29 Medco shares experienced a significant surge.
03:33 It was up to USD 1,495,
03:35 the highest intraday level throughout the day.
03:38 At the first closing session,
03:39 more to the limit at USD 14.80.
03:42 And the second opening session at USD 14.85.
03:45 Meanwhile, the current position,
03:46 a few minutes of the closing,
03:48 is at the level of USD 1,490,
03:50 a strength of 3.83%.
03:54 Let's move on to the next graph, viewers.
03:56 We will try to see how the movements of Medco
03:59 in the last few months.
04:01 You can also see the graph on your TV screen.
04:05 Let's go to the next graph
04:06 for the movements of Medco in the last six months.
04:11 The movements of Medco in November 1
04:13 were still traded at USD 1,165.
04:17 Then in December, USD 1,125.
04:20 Even in December,
04:21 precisely on December 7,
04:23 it experienced a rather deep weakness,
04:25 leaving the level of around USD 1,000,
04:27 precisely at USD 905 per share.
04:30 In January, February, until March,
04:31 Medco tried to rise
04:33 and was traded again above the level of USD 1,100.
04:37 Even in the March trading,
04:38 Medco's strength was around USD 1,300.
04:41 Then in the April trading,
04:43 precisely on April 2,
04:45 it touched USD 1,495,
04:47 precisely on today's trading.
04:49 The opening of the second session,
04:51 its strength was more to the limit at USD 1,485.
04:55 The position of Medco's rise
04:58 has not yet covered the previous strength position,
05:01 especially in the year to date,
05:02 Medco's position is still,
05:05 or in the last year,
05:07 our position was USD 1,600,
05:10 precisely at USD 1,665.
05:12 How about the valuation side?
05:14 With some indicators that are in the analysis,
05:16 we will try to move to the next graph.
05:19 We will try to see from the valuation side,
05:24 especially from the price-to-earning ratio indicator,
05:27 it is still moving below 10x,
05:29 precisely at 7.41x.
05:31 The PSR is at 1.08x,
05:33 the PVV is still at 1.34x,
05:36 and the PCFR is at 3.27x.
05:39 Yes, a combination of fundamental, technical, and also from the valuation side,
05:42 hopefully it can be one of the references for you.
05:46 [Music]
05:49 [BLANK_AUDIO]