Added to YB: 2025-09-10
Pitch date: 2025-07-26
PUTKY [bullish]
PT United Tractors Tbk
+19.56%
current return
Author Info
No bio for this author
Company Info
PT United Tractors Tbk, together with its subsidiaries, provides coal mining services in Indonesia. It operates in five segments: Construction Machinery, Mining Contracting, Coal Mining, Gold and Other Mineral Mining, and Other segments.
Market Cap
IDR 92.1T
Pitch Price
IDR 23.7K
Price Target
N/A
Dividend
8.49%
EV/EBITDA
2.57
P/E
5.08
EV/Sales
0.67
Sector
Oil, Gas and Consumable Fuels
Category
value
PT United Tractors Tbk - $PUTKY
PUTKY: Indonesia's largest heavy equipment distributor + coal/gold miner trading at 5x PE, 0.8x book, 9% yield vs historical 15x PE, 2.9x book. 12.7% USD CAGR since 1991 IPO vs 10.8% S&P500. 60% earnings from coal (secular risk), but potential takeover by Astra at 50-100% premium. Net cash, solid management, mid-teens IRR potential.
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