PT Bumi Resources Tbk (BUMI) mengincar volume produksi batu bara sebesar 80 juta ton di 2025 mendatang. Di mana target produksi tahun depan meningkat sekitar 4 juta ton, dibandingkan volume produksi batu bara 2024 yang diproyeksikan sebesar 76 juta ton.
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00:08where PT Bumi Resources, TBK or Bumi,
00:10aims for the volume of coal production
00:12as large as 80 million tons in 2025.
00:16Where the target of production next year
00:18increased by about 4 million tons,
00:20compared to the volume of coal production in 2024
00:23projected as large as 76 million tons.
00:31Quoted from the Public Investment Report,
00:33Director of PT Bumi Resources, TBK or Bumi,
00:36Maringan M. Ido Hutnahutabarat said,
00:39the total production of 80 million tons
00:42has been included in the work plan
00:44and budget of the company's RKAB budget
00:47for 2024-2026.
00:50Later, the total production of 80 million tons
00:54comes from two of its subsidiaries,
00:56namely PT Kaltim Primalko or KPC,
00:59which contributes 55 million tons
01:01and PT Arutmin Indonesia or AI,
01:04as much as 25 million tons.
01:07Management projections for the price of coal next year
01:10will not be much different from the price of 2024,
01:14namely GCN EWC at around US$130 per ton
01:19to US$140 per ton.
01:22Bumi management estimates the market condition in 2025
01:25will not be much different from 2024
01:28because there is no significant difference
01:31in terms of supply and demand.
01:33Only what needs to be considered for next year
01:36is import to China.
01:37If there is a decrease in imports from China,
01:40it will affect the price of coal sales.
01:45In 2023, the target of coal production
01:48reached 78 to 82 million metric tons.
01:51However, the target was corrected
01:53to 76 to 78 million metric tons.
01:57The correction occurred due to the high rainfall,
02:00the price of coal that fell to the reduction
02:02of production from PT Arutmin Indonesia.
02:05Meanwhile, until Q3 2024,
02:07the production of earthen coal was 57.3 million metric tons.
02:11This figure increased by 2% compared to the same period
02:14in 2023, reaching 56.2 million metric tons.
02:18The realization of the production
02:20comes from PT Kaltim Primalko or KPC,
02:2342.9 million metric tons,
02:25and from PT Arutmin Indonesia or Arutmin,
02:27as large as 14.4 million metric tons.
02:30Various sources, AIDEC Channel.
02:41Technically, in the middle of the coal mining
02:44in the long-term trade today,
02:46earthen coal tends to move in the green zone.
02:49It even increased to Rp 150 per share.
02:54I will try to convey the intraday movement
02:57for earthen coal during today's trade.
03:00It was opened in the first session this morning,
03:03at level 146.
03:05Then at 10 o'clock,
03:07earthen coal experienced a significant increase
03:10to Rp 150 per share.
03:13At 11.30, 30 minutes after the closure
03:17of the second trading session,
03:19earthen coal tends to increase
03:24to Rp 145 per share.
03:27At 12 o'clock, it was closed at level 148.
03:29At the opening of the second session,
03:31the increase was limited to Rp 147.
03:34The current position is at Rp 146,
03:36increasing to 0.69%.
03:38The highest intraday is at Rp 150.
03:40I will also convey the movement of earthen coal
03:43in the last six months.
03:45In September, the increase was significant.
03:48But after reaching the highest level,
03:50at Rp 174,
03:52earthen coal tends to be more stressed
03:55and the increase is more limited.
03:57On June 6, earthen coal was still traded
04:00at below Rp 169 per share.
04:03In July, it increased to Rp 78.
04:05In early August,
04:07the increase was limited to Rp 75.
04:10In September, it experienced an increase to Rp 90,
04:13at Rp 93 per share.
04:15On October 10, earthen coal increased to Rp 143.
04:19Even on November 12, it reached Rp 174,
04:22the highest intraday in the last six months.
04:24However, in December,
04:26the increase was limited
04:28and moved to levels Rp 140, Rp 147
04:31at the opening of the second session
04:33and Rp 146, the current position.
04:35How about the valuation
04:37with some indicators?
04:39I will try to convey from the position
04:41the price-to-earning ratio
04:43at Rp 22.23 per share,
04:45PSR at Rp 2.94 per share,
04:47and the PVV at Rp 2.18 per share,
04:50and PCFR at Rp 122.24 per share.
04:54Fundamentally, it is a technical combination
04:56from the valuation point of view
04:58and hopefully it can be one of the references.