PT Bukit Asam (Persero) Tbk (PTBA) mencetak rekor penjualan batu bara tertinggi sepanjang sejarah. Pada 2024, total penjualan batu bara PTBA mencapai 42,9 juta ton atau naik 16 persen secara tahunan atau year on year.
Sebagai pembanding, penjualan batu bara PTBA pada 2020 tercatat sebesar 26,1 juta ton, lalu 28,4 juta ton pada 2021. Kemudian meningkat menjadi 31,7 juta ton di 2022, dan naik menjadi 37,0 juta ton pada 2023.
Sebagai pembanding, penjualan batu bara PTBA pada 2020 tercatat sebesar 26,1 juta ton, lalu 28,4 juta ton pada 2021. Kemudian meningkat menjadi 31,7 juta ton di 2022, dan naik menjadi 37,0 juta ton pada 2023.
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TVTranscript
00:00The information of PT Bukit Asam Tbk, or PTBA, managed to book the sale of 42.9 million tons of coal throughout 2024,
00:15where this sale has set the highest record in history.
00:20Quoted from the official statement of the Secretary-General of PT Bukit Asam Tbk, or PTBA, Niko Chandra said,
00:32the total sale of PTBA coal reached 42.9 million tons, growing 16% annually in 2024.
00:40The sales record was supported by coal exports of 20.3 million tons, increasing 30% annually.
00:47As a comparison, the sales of PTBA coal in 2020 were 26.1 million tons, 28.4 million tons in 2021, growing to 31.7 million tons in 2022, and 37.0 million tons in 2023.
01:05There was also the realization of Domestic Market Obligation, or DMO, of 22.6 million tons, growing 6% year-on-year.
01:13PTBA coal sales were dominated by the domestic market at 53%.
01:19However, the proportion of exports increased by 47%.
01:24The potential of the main markets in Brazil was maximized by PTBA, especially exports to India, which increased 32% year-on-year to 6.4 million tons.
01:34Sales to Vietnam increased 250% to 3 million tons, exports to Malaysia jumped 221% to 888,700 tons.
01:46The increase in PTBA coal sales is also supported by the realization of production of 43.3 million tons and coal transportation of 38.2 million tons in 2024.
01:57The achievement of production and coal transportation is also the highest record.
02:00Meanwhile, in 2025, PTBA targets 50 million tons of coal production, 50.1 million tons of sales, and 43.2 million tons of transportation.
02:10Various sources, AIDEX Channel
02:17In a technical analysis, the movement of PTBA coal sales throughout today's trading
02:22experienced a strengthening along with the strengthening of the domestic market.
02:26However, in the last minutes after the closing of the second session today, the strengthening is more limited.
02:31Let's go straight to the first graph of PTBA coal sales movement throughout today's trading.
02:37It opened in the first session this morning at 2,680,920.
02:42The strengthening is more towards the limit at 2,677 until it touches the lowest intraday today at 2,670.
02:50Although the lowest position is at 2,670, PTBA is still in the green zone.
02:57Then at 12 o'clock in the first session this afternoon, it was closed at 2,610.
03:02It continued to strengthen and significantly strengthen when the second session opened until it touched 2,730.
03:10We will deliver an update of PTBA's movement after the opening.
03:15The strengthening is still continuing, the intraday today was at 2,750 and the current position is still in the green zone.
03:22The strengthening is limited at 1.12% at 2,700 rupiah per share.
03:27Next, we will try to see what the PTBA share movement has been like in the last six months.
03:32Let's go to the next graph.
03:34Trading at the beginning of September 2024, PTBA was traded at 2,820.
03:41Then at the end of September, it experienced significant strengthening to 3,140 and appeared to be the highest level in the last six months.
03:52After reaching this level in October, November, December until December 19, PTBA shares experienced a fairly deep correction until January and February 2580.
04:04It tried to rise and was already at or moving at the level of 2,700.
04:11Although PTBA's position is still in deep pressure after reaching the level of 3,140.
04:20Let's move on to the next graph.
04:21We will try to see the valuation of PTBA shares, where Samsam Petambangan Batubara has a valuation that is considered quite cheap.
04:32The indicator position of the price-earning ratio is 7.17x, the PSR is 0.76x, the PVV is around 1.53x, and the PCFR is 5.28x.
04:44A combination of fundamental, technical, and valuation.
04:48Hopefully this can be a reference for you.