Added to YB: 2025-12-09
Pitch date: 2025-12-06
JSMR.JK [bullish]
PT Jasa Marga (Persero) Tbk
-1.17%
current return
Author Info
No bio for this author
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Company Info
PT Jasa Marga (Persero) Tbk develops, constructs, operates, manages, and maintains toll roads in Indonesia.
Market Cap
IDR 24.8T
Pitch Price
IDR 3.4K
Price Target
0.65 (-100%)
Dividend
1.08%
EV/EBITDA
9.31
P/E
6.26
EV/Sales
4.30
Sector
Transportation Infrastructure
Category
value
Show full summary:
Mary Mount Research 'ROCK TURNER' #3 - PT Jasa Marga (JSMR)
JSMR.JK: Indonesia's largest toll operator with 1,700km portfolio. Operating roads generate 66% EBITDA margins, 18% FCF yield vs 25T Rp market cap. Recent asset sales at 8x P/E, 2x book vs JSMR trading below book. Sum-of-parts: 45T Rp operating roads + 19T Rp developing = 65T Rp vs 25T Rp price.
Read full article (6 min)