future eps prediction $ITMG nov'24 - end of 2025


1700 / Q
eps annualized 2025 = 1700 x 4 = 6800
PE 4x = 27.200
PE 5x = 34.000

_____

To address its major asset misallocation in the property sector, China may pursue at least three key strategies:

1. Compensate for the property sector's burden by prioritizing boosting productivity & growth in local production/manufacturing and technology.


2. Resolve property sector issues through refinancing and other financial mechanisms.


3. Lowering interest rate


Those strategies above are likely to drive an increase in China's imports of Indonesian coal and palm oil (CPO), supporting these sectors' growth in Indonesia.

More import > drive prices up


____
$IHSG $PTBA $DSNG $STAA