7/31/26
PT KEDAWUNG SETIA INDUSTRIAL TBK (KDSI.JK) Thesis: Recent pressures from rising raw material costs and declining net income have shifted sentiment, raising concerns about margin sustainability.
What Moves the Stock 1 Changes in raw material prices, particularly plastic resin and paper 2 Demand fluctuations in the consumer goods sector 3 Regulatory changes affecting packaging materials 4 Currency fluctuations impacting export revenues 5 Flexible packaging solutions (60%) 6 Rigid packaging products (30%) 7 Other packaging services (10%) 8 Sustainability in packaging 407 424 440 457 473 452.00 KDSI.JK Daily 452.00 Feb '26 Apr '26 Jun '26 Jul '26
My Notes "Management noted, 'While we are securing new contracts, the rising costs of materials are a significant challenge.'" Moat: KDSI's established relationships with major clients and focus on sustainable packaging create a moderate moat. value - KDSI's low price-to-sales and price-to-book ratios indicate potential for value-oriented investors. Rising interest rates can increase financing costs for KDSI, impacting capital expenditures and potentially slowing growth if consumer… Watch on earnings: Plastic resin price index, Consumer spending growth rate, Gross margin percentage. One Sentence Summary: PT Kedawung Setia Industrial Tbk: the story is balanced — changes in raw material prices, particularly plastic resin and paper.
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