PT Mandiri Herindo Adiperkasa Tbk (MAHA) atau Mandiri Services pada Senin (3/6/2024) menandatangani perpanjangan kontrak pengangkutan batu bara dengan PT Indonesia Pratama, anak perusahaan PT Bayan Resources Tbk (BYAN), untuk tambang batu bara Tabang di Kalimantan Timur.
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00:00 From the election topic, we turn to the information of the election committee where PT Mandiri Herindo Adi Perkasa TBK or Maha extended the Batu Barat transportation contract with PT Indonesia Pertama, which is the subsidiary of PT Bayan Resources TBK or Bayan.
00:16 By calculating the previous contract value, the total Maha income is estimated to reach 23.9 trillion rupiah.
00:29 According to the information of Bursaifik Indonesia, the extension of the Batu Barat transportation contract with PT Indonesia Pertama, the subsidiary of PT Bayan Resources TBK or BYAN, for mining Batu Barat mining in East Kalimantan on June 3, 2024.
00:48 The contract agreement has a contract value of 19 trillion rupiah or equivalent to US $ 1.2 billion. By calculating the previous contract value, the total Maha income is estimated to reach 23.9 trillion rupiah or US $ 1.5 billion.
01:08 Meanwhile, the change in this contract includes an additional transportation target of 289 million tons. Thus, the total accumulation of Batu Barat that will be transported by Maha from 2024 to 2034 reached 368 million tons.
01:27 The Director-General of PT Mandiri Herindu Adhiperkaso TBK or Maha Hamid Akon said that long-term partnership is proof of trust of the owner of mining and contractor of the investment as a provider of Batu Barat transportation services that can be relied on.
01:43 As reported, Maha has served the needs of Batu Barat transportation in the mining project with BYAN since 2017. Before this change, the Maha contract with BYAN ended in 2027. However, with this extension, the period of time of the contract is 10 years until 2034.
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02:12 From the development of the mining project, we will immediately see the technical movements of the Maha shareholding during the recent period of cooperation.
02:23 And the shareholder in the middle of the Samkapungan price range that is more stagnant today, Maha experienced a strength of more than 3%. Let's go straight to the first graph. We will see how the Maha shareholding movement is during the trading period today.
02:38 It was opened in the first session this morning at the level of Rp 226 per share. This position experienced a strength compared to the previous closing day and was at the level of Rp 222 per share.
02:51 At 9.05, the strength was more to the limit at Rp 220 and Rp 1050. The Maha shareholding experienced a significant strength to break through at the level of Rp 234 per share and appeared to be the highest intraday level during the first session this afternoon.
03:08 At the closing day, the strength was limited to Rp 230 and at the opening of the second session, it was strengthened to the level of Rp 232 per share.
03:17 We will also see how the Maha shareholding movement in the last few months has been.
03:23 Starting from the beginning of the year, on January 2, the Maha shareholding movement was still traded at the level of Rp 204 per share. Then, in February and March, it seems that it was traded at the level of Rp 200 per share.
03:42 In April, it tried to strengthen to the level of Rp 200 per share. In May, the strength was limited to the level of Rp 200 per share.
03:56 On June 4, it was traded at the level of Rp 246 per share. At the opening of the second session, it was traded at the level of Rp 232 per share.
04:06 Let's move on to the next graph. We will see how the valuation of the Maha shareholding is with some indicators.
04:14 The price-lending ratio of Maha is 13.09x, the PSR is 1.54x, the PPV is 2.06x, and the PCFR is 13.59x.
04:36 Those are the technical evaluation of the Maha shareholding and the latest fundamental development. I hope it can be a reference for you.
04:47 Thank you for watching.