Added to YB: 2026-07-17
Pitch date: 2026-07-12
HMSP.JK [neutral]
PT Hanjaya Mandala Sampoerna Tbk
Author Info
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Company Info
PT Hanjaya Mandala Sampoerna Tbk, together with its subsidiaries, engages in manufacture, distribution, and trading of cigarettes and other tobacco products in Indonesia and Internationally.
Market Cap
IDR 79.7T
Pitch Price
IDR 690.00
Price Target
N/A
Dividend
8.20%
EV/EBITDA
6.64
P/E
11.81
EV/Sales
1.49
Sector
Tobacco
Category
dividend
Indonesia has entered the Crisis Investing Zone - $HMSP.JK
HMSP.JK (overview): Philip Morris-controlled Indonesian cigarette maker at ~9x fwd earnings, pays most as dividend. Play on beaten-down Indonesia (fwd P/E 8.4, 41% debt/GDP, ~5% growth) amid crisis: MSCI downgrade threat (deferred to Nov), Rupiah -8% YTD, political turmoil, wealth tax fears. Regulatory risk: smoking age raised to 21.
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