Sejumlah saham rokok terpantau melaju positif pada perdagangan sesi I, Selasa, (24/09/2024). Di mana dengan saham Gudang Garam (GGRM) dan Hanjaya Mandala Sampoerna (HMSP) masih-masing menguat di 5,44% dan juga 4,76%. Menghijaunya laju saham terjadi, usai Pemerintah memastikan penyesuaian tarif cukai hasil tembakau belum akan diterapkan pada tahun 2025 mendatang.
00:05Investors are still in IDX during the season closing.
00:07Next, we will talk about the topic of choice that was successfully collected by our Redasi team.
00:12Where the number of cigarette stocks continues to grow positively in the first trading session of Selasa on September 24, 2024.
00:21Where the shares of Gudang Garam and HMSP are still strong at 5.44% and also 4.76%.
00:28The greening of cigarette stocks is happening.
00:31The government's efforts to ensure the adjustment of the tobacco tax rate will not be implemented in 2025.
00:43The Ministry of Finance ensures that the adjustment of the tobacco tax rate will not be implemented in 2025.
00:50Director General of the Ministry of Finance, Askolani,
00:54said that the government will consider other policies to adjust the selling price in the industry.
00:59And this decision will be ensured in the next few months.
01:04In addition, Director General of the Ministry of Finance, Becokai, explained that the CHT 2025 policy will consider the phenomenon of down-trading,
01:10that is, the shift in consumption from expensive cigarettes to cheaper cigarettes,
01:14as well as significant price differences between groups 1, 2, and 3.
01:19The government's position on the CHT 2025 adjustment policy will not be implemented.
01:29But then the government will consider other policy alternatives to adjust the selling price at the industry level,
01:39which will of course be reviewed in the next few months
01:44to ensure the policy that will be implemented by the government.
01:50The CHT 2025 policy can be considered as a down-trending policy.
02:01The down-trending policy is the difference between groups 1, 2, and 3 that are relatively high.
02:07That is one of the factors that can cause the down-trending in the cigarette industry.
02:17According to the latest information related to the increase in cigarette tax rates in 2025,
02:22a number of cigarette emitters in the Indonesian cigarette market are also seen to be positive.
02:28Until the closure of trading session 1 on 24 September 2024,
02:33Gudang Garam's shares rose 5.44% to Rp 16,475,
02:38HM Sampurna's shares rose 4.76% to Rp 770,
02:43Indonesia Tobacco's shares rose 1.48% to Rp 274,
02:48and Wismilak's shares rose 6.77% to Rp 1,025 per share.
02:54Despite being positive on a daily basis, these four shares plummeted year-to-date,
02:58where Wismilak's shares led the weakness by a 42.25% correction.
03:04Meanwhile, regarding the prospects of the cigarette stock,
03:06research analyst at Infovesta Capital Advisory, Arjun Ajwani,
03:10sees that the prospect of the sector is still low in the long run.
03:14On the other hand, analyst at Mirai Asset Securities Indonesia, Ruth Yesi Kasimak,
03:18says that the phenomenon of consumer transition to cigarette products at a cheaper price or down-trading
03:23will continue this year.
03:25This will have an effect on 1 January 2024,
03:27where the Ministry of Finance has introduced a new price tag for cigarettes.
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