Kinerja PT Indah Kiat Pulp & Paper Tbk (INKP) pada 2025 diproyeksian lebih stabil. Prediksi tersebut sejalan dengan fokus pada pengembangan produk hilir, volume produksi INKP akan meningkat sejalan dengan harga jual yang lebih stabil.
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00:00Thank you so much for joining us in IDX Varsation Closing and we will go to the information about EMITEN.
00:10The performance of PT Indah Kiat Pulp and Paper TBK this year is projected to be more stable.
00:15The prediction is in line with the focus on the development of HILIR products.
00:19The volume of INKP production will increase in line with a more stable selling price.
00:24This transition will provide a more stable price and growth of energy by increasing the volume.
00:30The INKP management hopes that the new chocolate paper factory will start operation in April 2025,
00:35followed by the chocolate paper factory in the next three years.
00:39The production of Kiat Pulp and Paper TBK will be more stable and the production of HILIR products will be more stable.
00:46The production of Kiat Pulp and Paper TBK will be more stable and the production of HILIR products will be more stable.
00:51The production of Kiat Pulp and Paper TBK will be more stable and the production of HILIR products will be more stable.
00:57INKP plans to export 80% of the total output of the new factory to China, the Philippines and European countries.
01:04EMITEN Group Sinar Masinin will also add HILIR products from the new project, such as paper cups and food packaging.
01:11In addition, the price of paper and packaging is projected to be better,
01:14following the suspension of the production of Shandong Qianming, which is 5 million tons of paper and packaging, which will limit global supply.
01:21However, a number of analysts predict that the price of pulp will rise in Q1 2025 to US$560 per ton.
01:29Meanwhile, the price of Indonesian export goods will reach US$520-540 per ton.
01:37It should be noted that the price increase will be reflected in the income of INKP in Q2 2025,
01:43due to a time gap between orders and shipments.
01:46Meanwhile, on the other hand, the rebound of the price of paper and packaging is pushed by seasonal requests
01:51and the accumulation of supplies in the United States preceding the import tariff is being carried out.
01:56It is likely to support the demand for pulp.