Saham emiten rokok PT HM Sampoerna Tbk (HMSP), dan PT Gudang Garam Tbk (GGRM) makin terpuruk, dan menyentuh level terendah dalam 10 tahun terakhir. Pelemahan ini dibayangi sentimen negatif penurunan kinerja, kenaikan cukai rokok, dan larangan penjualan rokok eceran satuan perbatang.
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00:00We are still in IDX, Samsung Closing, and next we will talk about the topic of choice that was successfully collected by our Redasi team.
00:13In the stock market analysis, the emission of PTHM Sampurna TBK HMSP and PT Kudangkaram TBK or GGRM is getting worse and touching the lowest level in the last 10 years.
00:24This weakness is imagined as a negative sentiment of the decline in labor, increase in the rate of smoking, and a ban on the sale of single-digit e-cigarettes.
00:35Quoted from RTI data in the 1st trading session on August 8, 2024, around 11.13 p.m. WEST INDONESIA time, the HM Sampurna stock market again weakened by 2.26% to the level of Rp 650 per share.
00:50This level is the lowest level in the last 10 years, until the closing of the first session on Thursday, the HM Sampurna stock market year-to-date has dropped 27.37% and in the last 5 years has dropped 82.89%.
01:05Meanwhile, the PT Kudangkaram TBK share in the 1st trading session on August 8, 2024, around 10.15 p.m. WEST INDONESIA time, was priced at Rp 14,575 per share, fell above 1% and was the lowest level in the last 10 years, until the closing of the first session on Thursday, the HM Sampurna stock market year-to-date has dropped 28.29% and in the last 5 years has dropped 82.69%.
01:35The weakness of the second trading session of this cigarette happened in the middle of the decline of the Kinerja that happened.
01:40HM Sampurna closed a clean market of Rp 3.31 trillion in January 1, 2024, down 11.55% from the same period last year at Rp 3.75 trillion.
01:51For the second quarter of 2024, Perseron printed a clean market of Rp 1.07 trillion, shrinking the balance sheet of the first quarter of 2024 to Rp 2.24 trillion.
02:02Meanwhile, Kudanggaram recorded a clean market of Rp 925.51 billion throughout the first quarter of 2024.
02:10This victory was reduced 71.85% from Rp 3.28 trillion in the same period in 2023.
02:19In addition, the movement of cigarette emitting stocks is also imagined to increase the interest rate of tobacco or CHT by an average of 10% per 1 January 2024.
02:28The policy was regulated in the Ministry of Finance Regulation No. 191 of 2022.
02:33Not only that, starting 1 January 2025, the interest rate is expected to experience an increase again.
02:40The government recently verified the Government Regulation No. 28 of 2024 on the Regulation of the Implementation of Law No. 17 of 2023 on health,
02:50one of the points that is prohibited to sell cigarettes per barrel.
02:55Technical Analyst of the Ministry of National Security, TRD Tiawi Caksana said,
02:59the entire cigarette industry is currently in a downtrend as the rate drops in the first quarter of 2024.
03:06It is estimated that this will continue until the end of the year as the purchasing power is still suppressed.
03:11Technically, the movement of cigarette emitting stocks is still in a downtrend and has not shown a sign of reversal.
03:24For more information, visit www.fema.gov