Anak usaha PT Adaro Energy Indonesia Tbk (ADRO), PT Adaro Andalan Indonesia Tbk (AADI) tak lama lagi melantai di Bursa Efek Indonesia (BEI).
Dalam prospektus yang dirilis, Selasa (12/11/2024) perseroan menawarkan sebanyak 778,68 juta saham atau 10 persen dari total modal ditempatkan dan disetor.
Dalam prospektus yang dirilis, Selasa (12/11/2024) perseroan menawarkan sebanyak 778,68 juta saham atau 10 persen dari total modal ditempatkan dan disetor.
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TVTranscript
00:00We move on to the next part of the show, and this time it's still from the energy sector,
00:05where the devastation of the thermal coal business, PT Adaro Energi Indonesia Tbk, or ADARO,
00:10continues and moves to the next stage.
00:13ADARO will release, I mean, we will release the subsidiary of PT ADARO Andalan Indonesia, or AADI,
00:19to be launched in the Indonesian stock exchange through the IPO.
00:31Quoting the IPO of the subsidiary of PT Adaro Energi Indonesia Tbk, PT Adaro Andalan Indonesia,
00:37will use the code AADI.
00:40AADI will release as many as 778.68 million shares, or 7,786,892 logs,
00:50or equal to 10% of the total shares recorded.
00:56AADI has entered the initial offering stage, or book building,
01:00which runs from 12 to 18 November 2024.
01:05At this stage, AADI sets the offering price in the range of IDR 4,590 to IDR 5,900 per share.
01:14AADI has the potential to hold fresh funds worth IDR 3.57 trillion to IDR 4.59 trillion.
01:23For your information, PT ADARO Andalan Indonesia is a parent company
01:27that has a subsidiary that operates in the field of coal mining, thermal, logistics,
01:33land asset management, ADARO land, ADARO water management,
01:37and other fields such as investment, electricity power,
01:41consulting services in mining and information technology development.
01:48AADI was established in 2004 and has operational areas in Jakarta,
01:53South Kalimantan, South Sumatra, Central Kalimantan.
01:58AADI has 7 coal mining assets, i.e. AI, LSA, SCM, PCS, MIP, PC, and RC.
02:09Of the 7 assets, PC and RC have not yet operated.
02:15Based on a report by PT Guantus Konsultan Indonesia,
02:21AI, LSA, PCS, SPM, and MIP concessions,
02:26there is an estimated supply of coal per 30 June 2024 of 917.4 million tons
02:34with a capacity of 4,102 million tons.
02:39Various sources of IDX channel.
02:46AADARO is one of the coal mining shares that has been a supporter
02:51of the movement of the energy sector throughout the recent days.
02:54Related to this fundamental development,
02:56AADARO has experienced significant strength today,
02:59although it is unable to return to levels above 4,000.
03:02Let's go straight to the first graphic.
03:05We will try to see how the intraday movement of AADARO shares
03:09throughout the day.
03:11Opened in the first session this morning,
03:14AADARO shares were opened at a level of IDR 3,800 per share.
03:20Then it was pushed to IDR 3,790,
03:24but reversed significantly to IDR 3,900.
03:28And it looks like the highest intraday level throughout the day.
03:32After reaching IDR 3,900,
03:34its strength is more limited to IDR 3,870, IDR 3,830,
03:38and up to IDR 3,830,
03:41flat at the opening of the second session today.
03:44Next, I will tell you how the movement of AADARO shares
03:48in a few minutes of closing strengthens at 2.41% at IDR 3,830.
03:53Let's go straight to the next graphic.
03:56What is the movement of AADARO shares in the last few months?
04:01The strength has been quite significant.
04:04It even touched the highest level in recent times.
04:08Let's go to the next graphic.
04:10The movement of AADARO shares in early May, still at IDR 2,700.
04:14In June, it weakened to IDR 2,660.
04:17In July, August, September, October, until November,
04:20it experienced significant strength.
04:22It even crossed the level of IDR 4,000 again.
04:25Although in today's trading,
04:27the strength of AADARO shares is more limited.
04:30Before that, it even crossed the level of IDR 4,000.
04:33AADARO experienced a technical correction.
04:36Let's go to the next graphic.
04:38What is it like in terms of valuation?
04:40Where most of Samsung's coal mining shares and PVV
04:44are still in the average 1x range.
04:48Let's go to the next graphic.
04:50The position of the price-to-earning ratio of AADARO shares
04:53is at 4.93x.
04:55The PSR is at 1.31x.
04:57The PVV is still at 1.03x.
05:00The PCFR is at 3.77x.
05:03In terms of fundamental, technical, and valuation,
05:07hopefully this can be a reference for you.