- 2 years ago
Presiden Joko Widodo (Jokowi) buka suara mengenai PT Sepatu Bata Tbk (BATA) yang menutup salah satu pabriknya di Purwakarta, Jawa Barat, hingga membuat ratusan pekerja terkena PHK. Jokowi menilai hal itu sebagai sesuatu yang wajar. Meskipun beberapa pabrik tutup, Jokowi menekankan pertumbuhan ekonomi Indonesia secara makro masih sangat baik. Hal ini menunjukkan daya tahan dan potensi pasar domestik serta kepercayaan investor.
Sejumlah perusahaan sebelumnya melaporkan penutupan pabrik. Salah satunya, PT Sepatu Bata Tbk yang menutup pabrik di Purwakarta, Jawa Barat, per 30 April 2024 silam. Keputusan ini tak lepas dari kerugian yang diderita perusahaan.
Sejumlah perusahaan sebelumnya melaporkan penutupan pabrik. Salah satunya, PT Sepatu Bata Tbk yang menutup pabrik di Purwakarta, Jawa Barat, per 30 April 2024 silam. Keputusan ini tak lepas dari kerugian yang diderita perusahaan.
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TVTranscript
00:00Firman Bakri, Executive Director of Aprisindo, is joining us on Zoom to talk about the shoe factory's order.
00:18Good morning, Mr. Firman.
00:20Good morning.
00:21How are you, Mr. Firman?
00:23I'm good. Thank you, sir.
00:25Thank you for taking the time to talk about shoes.
00:29It's been a long time since you last stood up.
00:32Maybe since I was in elementary school,
00:35when I started using shoes,
00:37I had to stop producing them.
00:39How is the condition of the shoe industry in Indonesia right now, Mr. Firman?
00:46There are two types of shoe industry.
00:51One is for the domestic market,
00:55and the other is for the export market.
00:59Both of them are in different conditions.
01:02When we talk about the domestic market,
01:07if we look at the shoe industry,
01:10we have to distinguish between the shoe industry as a producer,
01:15as a brand owner, and as a retailer.
01:20When we talk about the shoe industry as a producer,
01:26and when we look at the two positions,
01:29we have to look at it from different aspects.
01:32The first aspect is related to the domestic market.
01:38Since Indonesia is a labor-intensive industry,
01:42the domestic market is a crucial factor.
01:45The second aspect is related to the industry.
01:48During the pandemic,
01:52the domestic market has not improved much,
01:55but we have never been back to normal.
02:00Just like before the pandemic.
02:02In 2024,
02:06this will be one of the factors.
02:11During Eid al-Fitr,
02:13some of our brands reported a decrease,
02:16especially for the brands that are in the middle-low segment.
02:23There was a big decrease in the order.
02:27The domestic market also decreased.
02:30Okay.
02:31Then, we also look at the shortcomings as a brand.
02:35During the pandemic,
02:40the transaction was delayed.
02:44When the transaction was opened, it was not 100%.
02:47Then, we started to recover.
02:51Okay.
02:52First, in February 2022 and February 2023.
02:56There were also some challenges
03:00when the domestic market was in a downturn.
03:03Especially when they have their own products,
03:09the raw materials were also hard to get.
03:12For the raw materials,
03:15since 2019,
03:17first, for fabric,
03:20the cheap shoes are one of the raw materials.
03:25Since 2019,
03:28our raw materials are safe.
03:31So, every time we import,
03:33we have to pay additional Rp. 5,000, Rp. 10,000, Rp. 15,000 per meter.
03:39That's quite a lot.
03:41Then, after 2022 and 2023,
03:45we entered Eid al-Fitr in 2023,
03:47suddenly there was a BKP,
03:49Industry Competitiveness Verification.
03:51And there were some producers who almost failed to produce
03:56because the raw materials could not be imported.
03:58Then, in 2024,
04:00as far as we know,
04:02we are now in the process of stepping up to 2023.
04:12Yes, hello.
04:13So, there are a lot of challenges
04:15faced by the shoe industry.
04:18If we look at it, since the pandemic,
04:20it still seems quite heavy
04:22and tends to be shocked.
04:24Because earlier there were some safeguards
04:26imposed because imported products
04:28still dominated,
04:30in the sense that the raw materials
04:32also still come from imports.
04:34In this current condition,
04:36are the momentum like Ramadan and Eid
04:38can't be completely lifted?
04:42In terms of profit,
04:44or month by month,
04:46for Eid al-Fitr in 2024,
04:48it's definitely better than the usual.
04:53But if we talk about the Eid market
04:57compared to the Eid market in 2023,
05:00it's a decline.
05:02Okay.
05:04But if we look at the existing conditions,
05:06the challenge, if we look at it from the market side,
05:10is there a flood of imported products?
05:14Because there are several industries
05:16that experience the same,
05:17such as textile and textile products.
05:19Is it also experienced by the national shoe industry?
05:24If we look at it,
05:26it's specific to illegal imports.
05:28Okay.
05:29Because if we look at it,
05:34if we take a sample of data from the BPS
05:38and data from the International Trade Center,
05:41if we take a sample,
05:43especially China's export to Indonesia,
05:45then we compare it with
05:47Indonesia's import from China, from the BPS.
05:50From those two data,
05:51we can see that the difference is amazing.
05:55We have experienced a difference of almost three times.
05:59It means that the illegal imports are much bigger
06:02than the imported ones in the BPS.
06:05This is what we actually face.
06:08In fact,
06:10illegally imported goods
06:13are the easiest for us to get anywhere.
06:16It's related to drifting.
06:18In fact,
06:21in Jakarta,
06:23near the President's Office,
06:25near the Trade Union Office,
06:26there is also a drift.
06:28And it's a blink of an eye.
06:30This is what we actually face.
06:34It's just that,
06:36at first, the government said,
06:38this is a problem in the bureaucracy.
06:41Then, it was done by the Bureau of Bureaucracy.
06:44That is, with the term,
06:45the term was put on the right in 2008.
06:47But,
06:49on the ground,
06:52it still happened.
06:54Okay.
06:55Is this because of the level of competition
06:58of the products,
06:59then the price,
07:00which eventually made our domestic products lose
07:03compared to imports?
07:05What else is illegal, Mr. Firman?
07:08Especially the illegal one, I think.
07:10Because if it's illegal, it means
07:12it's not tax-related.
07:14Meanwhile, if we import
07:16good products,
07:18for example,
07:19we also have to pay for the raw materials.
07:22Plus, we also
07:24used to import raw materials,
07:26even we use additional taxes.
07:29Then, now,
07:31to import,
07:32the rules are difficult,
07:34and we have additional costs
07:36for those procedures.
07:38This is what,
07:39if it's head-to-head,
07:42it's hard for us to compete.
07:44Then, if we
07:46compare it by FOB,
07:48the price of Indonesian products
07:50compared to the price of Chinese products
07:52based on FOB,
07:54at that time, we had compared it,
07:56we lost 30 percent.
07:58Actually, we can reduce it
08:00by, if it's officially imported,
08:03it will be taxed,
08:05the import will be taxed,
08:07and there will be freight,
08:09there will be cost,
08:11and there will be other costs.
08:13I think, if it's legally,
08:15we can still compete.
08:17Especially in terms of quality,
08:19I think our products,
08:21we have to work on quality
08:23for the production of raw materials.
08:25Mr. Firman, what strategy do you expect
08:27from friends who do business
08:29in the shoes industry in Indonesia?
08:31As mentioned, this is a hard-working industry.
08:33On the other hand, the government
08:35continues to make efforts
08:37to create jobs,
08:39investments that should also
08:41be able to absorb workers.
08:43BPS will even report
08:45that there are 7.2 million
08:47of our community who need jobs right now.
08:49We will discuss later in the next segment.
08:51We will take a break for a while.
08:53And, viewers, stay with us.
09:07We will continue our discussion
09:09with Mr. Firman Bakri,
09:11the Executive Director of Apresindo.
09:13This is related to the condition
09:15of the shoes industry in Indonesia.
09:17Okay, Mr. Firman,
09:19in order to adapt to the current conditions,
09:21what strategies have you
09:23and your associates
09:25taken so far?
09:31Of course, it's hard.
09:33Of course, it's hard.
09:37We can't avoid regulations.
09:39We will definitely
09:41follow the regulations.
09:43However,
09:45in the end,
09:47there are a lot of obstacles.
09:49Whatever it is, we just accept it.
09:51We have to work
09:53as efficiently as possible
09:55so that we can
09:57keep up.
09:59In the end,
10:01we can only hope
10:03for the government's
10:05assistance, especially
10:07in our business
10:09in the shoe industry.
10:11We have a lot of issues,
10:13especially for the input factor,
10:15which I think is the government's domain,
10:17related to
10:19jobs,
10:21and then related to
10:23shoes.
10:25Actually, the government's domain
10:27is to provide
10:29competitive jobs
10:31so that our industry
10:33can survive.
10:35We can even
10:37expand it.
10:39But the challenge when we expand it,
10:41especially for our
10:43national industry,
10:45they are not in the United States.
10:47They don't have the facilities
10:49to import.
10:51But they have the potential to be pushed
10:53so that they can go to the next level,
10:55to be exported and exported globally.
10:57But in the end,
10:59we have to compete.
11:01If we want to enter
11:03the non-traditional market,
11:05the government said,
11:07the players
11:09must be the local industry
11:11and our national industry.
11:13To be able to enter the market,
11:15we need support
11:17from the government,
11:19both in terms of shoes,
11:21and then
11:23input factors such as
11:25electricity,
11:27and so on.
11:29Then logistics,
11:31and so on. I think it's also
11:33a domain that can
11:37create efficiency,
11:39to be a cooperation
11:41between the government and the business sector
11:43so that we can be efficient and competitive.
11:45Okay, but with the various steps
11:47that you have done,
11:49efficiency, savings, and so on,
11:51but the potential
11:53that comes from the
11:55shoe factory earlier,
11:57is there a chance that it will happen again?
11:59In other words, there will be more factories
12:01that have to be closed.
12:05Of course, we hope
12:07that it will stop somewhere.
12:09There is no
12:11exponential
12:13export to other industries.
12:17Meanwhile,
12:19if we still see that
12:21our shoes are still
12:23difficult,
12:25it is difficult in the context of
12:27various factors.
12:29The permit is long,
12:31the process is long,
12:33then the price is not
12:35competitive,
12:37then the product variation is also
12:39not complete.
12:41Then,
12:43it doesn't match with
12:45the new rules,
12:47it can't prevent illegal imports.
12:49But we see
12:51that there is still a lot of thrifting in the market,
12:53the price is Rp200,000.
12:55Even yesterday,
12:57I deliberately bought
12:59shoes at the market
13:01on the side of the road,
13:03the price of the shoes
13:05is Rp80,000.
13:07Meanwhile,
13:09our local production
13:11is Rp70,000.
13:13Well, this
13:15certainly
13:17is an industry in our country.
13:21This is a blind spot.
13:23We hope that
13:25there will be a legal amendment
13:27in the future.
13:29This is an
13:31extraordinary economic impact,
13:33illegal imports.
13:35This can be increased to be
13:37an extraordinary crime such as
13:39corruption,
13:41so that there is special treatment
13:43related to illegal imports.
13:45Okay.
13:47The support process,
13:49you said earlier that
13:51you will call the management
13:53of Batak Shoes Factory.
13:55Is there any support from APRESINO?
13:57At least there is a solution,
13:59then what are the next
14:01anticipated steps
14:03that need to be taken?
14:05If you say, please stop at Batak,
14:07even if Batak can be saved.
14:11We hope that
14:13we often go to the factory
14:15before closing.
14:17We often go to the factory
14:19to see what the condition
14:21of the factory is like,
14:23what the working capacity is like,
14:25what the stock price is like.
14:27We often go to the factory,
14:29just don't call us
14:31after closing.
14:33Okay. The last hope,
14:35Mr. Firman, related to
14:37the Indonesian shoes industry in the future.
14:39We hope
14:41we still have momentum
14:43back to school
14:45in 2024.
14:47If there is no momentum,
14:49maybe the only hope
14:51is for the government
14:53to be able to regulate
14:55illegal imports physically.
14:57We don't want to talk about bureaucracy.
14:59What is on the ground,
15:01we also hope that it can be cleaned
15:03by the government
15:05so that it can finally revive
15:07the industry in our country.
15:09Okay, that's it.
15:11The hope of the shoe industry
15:13in Indonesia.
15:15Related to the policies of the government,
15:17law enforcement on the ground,
15:19related to illegal imports
15:21of shoes from abroad.
15:23Mr. Firman, thank you very much for your time
15:25and sharing that you have delivered to the audience today.
15:27Good luck with your activities again.
15:29Good health, Mr. Firman.
15:31Thank you.
15:33Yes, audience, don't leave your seat
15:35because in a moment we will be back
15:37with more interesting information and discussions
15:39related to the IPO.
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