PT Mayora Indah Tbk (MYOR) diproyeksi, melanjutkan kinerjanya yang cemerlang. Kinerja Mayora Indah didukung oleh, kenaikan harga rata-rata produk atau average selling price serta kinerja di pasar ekspor.
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TVTranscript
00:00Mayora Indah Tbk project continues its brilliant performance.
00:09Mayora Indah's performance is supported by an increase in the average selling price and performance in the export market.
00:19Mayora Indah Tbk project continues its brilliant performance.
00:24This consumer-oriented domestic business experienced a two-digit growth in August 2024.
00:30A single-digit business export supported by an increase in the ASP mixture of 3% and the benefits of the basic effect.
00:38This boosted optimism for the projection of overall sales by the end of the year will reach 10-12% year-on-year.
00:46Due to sales growth in Q1 2024 of 9.5% year-on-year,
00:52Mayora Indah Tbk also noted that the distribution channels, especially GT, continue to perform well even though there is a higher ASP adjustment along with the return to school season.
01:03In addition, the export market also showed a positive growth with Thailand recovering after an inventory adjustment due to the change in the name of the distributor.
01:11Then, China and Vietnam benefited from the increase in demand related to the Kueh Moon Festival in September 2024.
01:19However, there is a sentiment that is a challenge for Mayora.
01:23Concerns about the increase in the price of coffee and cocoa are predicted to continue with an increase of 132% and 183% year-on-year.
01:34Meanwhile, other input costs remain stable with the average price of wheat 5.3 US dollars per ton
01:41and the price of the CPO is estimated to be around 4,500 Malaysian Ringgit per ton.
01:46Therefore, Mayora plans to gradually increase the price of the raw material price movement because the previous price adjustment is not enough to maintain a dirty margin for the Q3 2024 estimate of 26.9%.