Added to YB: 2025-03-18
Pitch date: 2025-03-16
SMSM.JK [neutral]
PT Selamat Sempurna Tbk
+7.32%
current return
Author Info
Asian Century Stocks is a former buy-side investor in Asia that now focuses on researching value stocks in Asia and sharing them in his newsletter. Sign up for the newsletter.
Company Info
PT Selamat Sempurna Tbk manufactures and sells tools or equipment for vehicles, heavy equipment, and other machinery in Indonesia and internationally.
Market Cap
IDR 9.8T
Pitch Price
IDR 1.6K
Price Target
N/A
Dividend
6.18%
EV/EBITDA
5.99
P/E
9.56
EV/Sales
1.80
Sector
Automobile Components
Category
growth
Bottom-fishing in Indonesia - PT Selamat Sempurna Tbk
SMSM.JK (neutral): Auto parts supplier w/ 75% overseas rev, partner to Donaldson. Produces filters for heavy-duty vehicles, recurring aftermarket sales. Cost advantage: 30% lower prices, 40-50% cheaper production. Consistent double-digit growth. 9.3x P/E, 7.9% dividend yield. EV threat overplayed for heavy-duty trucks.
Read full article (1 min)