• Performance of Indonesia's Astra International to Improve in 2016?

    The performance of Astra International, one of Indonesia's leading diversified conglomerates (but particularly known for being the dominant force in the country's automotive industry), is expected to improve next year on the arrival of new car models, estimated accelerated economic growth and its rivals' stagnating production capacity expansion. As such, Astra International should be able to increase its market share and feel less need to offer its cars to customers at discounted rates.

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  • Ace Hardware Indonesia Plagued by Weak Rupiah & Purchasing Power

    Ace Hardware Indonesia, one of Indonesia's leading retail companies that is engaged in the markets of home improvement and lifestyle products, is expected to show modest (single-digit) growth in 2016. Same store sales growth is estimated to grow in the range of 8-10 percent year-on-year (y/y). This modest performance is caused by weak purchasing power in Indonesia amid sluggish economic growth and due to the fragile rupiah (against the US dollar).

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  • United Tractors Dibebani oleh Rendahnya Permintaan Alat Berat

    United Tractors, distributor alat-alat berat terbesar di Indonesia, masih menghadapi tantangan karena permintaan yang lemah secara terus-menerus akibat rendahnya harga komoditi. Kegiatan usaha di sektor agrobisnis, pertambangan dan infrastruktur telah melambat. Konteks ini diprediksi akan membawa kepada melambatnya laju pertumbuhan laba bersih bagi perusahaan ini baik di tahun 2015 maupun 2016. Perusahaan ini, anak perusahaan dari Astra International (konglomerat terdiversifikasi terbesar di Indonesia), menguasai kira-kira 40% pangsa pasar alat berat di Indonesia.

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  • Bank Central Asia (BCA) to See Slower Credit Growth than State Banks

    Bank Central Asia (BCA), one of the leading commercial banks in Indonesia, is estimated to continue posting growing net profit and rising credit growth in the years ahead despite the persistently sluggish domestic economy. However, contrary to the state-controlled banks - such as Bank Mandiri, Bank Negara Indonesia (BNI) and Bank Rakyat Indonesia (BRI) - BCA will most likely not see double-digit credit growth in the near future as BCA's customers mostly originate from the private sector. The state-controlled banks, on the other hand, have the advantage of being involved in the government's push for infrastructure development and government spending.

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Pendapat yang diungkapkan di bagian ini adalah pandangan penulis pribadi atau orang yang diwawancarai dan tidak mencerminkan pandangan Indonesia Investments. Para penulis bebas untuk mengemukakan pendapat mereka menyangkut iklim sektor bisnis di Indonesia. Fakta yang disajikan di dalam kolom ini adalah hasil penelitian penulis sendiri atau diambil dari sumber yang ditunjukkan, baca ketentuan umum
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