PT United Tractors Tbk (UNTR) mencatatkan, volume penurunan penjualan alat berat dengan merk Komatsu sebesar 17,66% secara tahunan per November 2024. Penjualan Komatsu per November 2024 masih didominasi dari sektor pertambangan sebesar 66%.
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TVTranscript
00:00Indonesia is still in IDX, and at the closing of the season, we will inform you about the election of the voters.
00:10Where PT Unity Tractor Tbk or UNTR notes that the volume of heavy sales decline with Komatsu brand as large as 17.66% annually per November 2024.
00:22The sales of Komatsu per November 2024 is still dominated by the consumer of mining sector as large as 66%.
00:33Based on the monthly operational report released by PT Unity Tractor Tbk, the volume of heavy sales with Komatsu brand as large as 4167 units throughout January to November 2024.
00:47This is down 17.66% compared to the implementation of 11 months of 2023, 5061 units.
00:54This number is higher than the sales of Komatsu with the largest contribution in January sales of 518 units, 435 units in August 2024, and 443 units in October.
01:09The sales of Komatsu UNTR throughout the year runs until November 2024 dominated by the consumer of mining sector 66%,
01:17in addition to the forest sector as large as 8%, construction 15% and agro as large as 11%.
01:25While in November, UNTR sold 403 Komatsu units, dominated by 66% of mining business, 21% construction business, 10% agro business, and 3% forest business.
01:40Meanwhile, the market share of Komatsu is estimated to be 27% or the same as the previous month.
01:48PT Unity Tractor Tbk Secretary-General Sara Kallubis said,
01:53UNTR in the future aims to sell heavy goods to 4,600 units from an estimated 4,350 units in 2024.
02:02This target is 6% annually.
02:18In the last 6 months, we will only see the valuation that has been recorded so far.
02:25You can see the first graph on the TV screen.
02:28You can see the intraday movement for UNTR shares throughout the trading day.
02:33Yes, it was opened in the first session this morning at IDR 25,100.
02:38Immediately experienced a weakness because previously UNTR moved flat or closed flat.
02:44At IDR 25,200 before Christmas holiday in 2025.
02:50IDR 935 experienced a strength to IDR 25,250.
02:54IDR 10,050, UNTR shares returned to the red zone.
02:59Pressed to IDR 25,100.
03:02And the same position is still moving in the red zone, IDR 25,150, although the weakness is more towards the limit.
03:10However, at the opening of the second session of the trading day this afternoon,
03:14UNTR shares jumped, experiencing significant strength to IDR 25,350.
03:21Even the intraday entered the second trading session at IDR 25,400.
03:26However, the current position, a few minutes after the closure,
03:29UNTR's strength is more towards the limit at IDR 25,325, only strengthening at 0.50%.
03:37Let's move to the next graph, the movement of UNTR shares in the last six months.
03:42Actually, starting from July trading to trading in mid-December,
03:48UNTR shares have experienced a significant increase.
03:52From IDR 21,000, then strengthening to IDR 28,000.
03:58However, after touching IDR 28,500, the position of UNTR is more tense.
04:05Although it is still able to hold at IDR 25,000, at the closing of today's session, at IDR 25,350 per share.
04:15Next, we will only see from the valuation side.
04:18When from the shares, the addition and subtraction,
04:22this averagely has a maximum PBV above 1x.
04:27To the next graph, the price to earnings ratio is around 4.51x.
04:33The PSR is 0.71x, the PBV is 1.10x.
04:38While the price to cash flow ratio or PCFR from UNTR is around 3.27x.
04:45Yes, a fundamental technical combination.
04:47And also from the valuation side, and hopefully it can be one of the references for you.