Investor Presentaiton
GLOBAL MANUFACTURING ACTIVITY CONTINUED TO EXPAND IN THE LAST 15 MONTHS
Indonesia's manufacturing activity rebounded to expansionary zone after falling to contractionary zone due to the 2nd wave of the Covid-19 pandemic.
SEPTEMBER 2021 MANUFACTURING PMI
HASARA DARA RAKA
INDONESIA
65
60
55
50
45
40
35
30
25
65
60
52.2
55
50
45
40
35
30
25
GLOBAL
ASEAN-5
Vietnam
Malaysia
-Thailand
Indonesia
-Filipina
65
54.1
55
45
35
25
52,2
50,9
48,9
48,1
40,2
Sep-19 Jan-20 May-20 Sep-20 Jan-21 May-21 Sep-21
Big Countries
AS- Eropa
-Jepang
Korsel -Tiongkok -India
65
Sep-19 Jan-20 May-20 Sep-20 Jan-21 May-21 Sep-21
•
.
Indonesia's manufacturing activities bounced back
after two months in contraction. The easing of
restrictions measures with significant improvement
of Covid-19 situation led to a stronger
manufacturing activity.
ASEAN PMI Manufacturing shows a mixed
situation. While Indonesia and the Philippines has
recorded expansion, Thailand and Malaysia were on
the rise toward expansionary zone. Vietnam's
manufacturing activity remained in a deep
contraction zone.
•
•
Sep-19 Jan-20 May-20 Sep-20 Jan-21 May-21 Sep-21
The Global PMI in September 2021 continued to
record expansionary although trended down slightly
in the few months. Europe and US have contributed to
strong global manufacturing expansion, while China's
PMI improved at the neutral level (50), after contracted
in previous month
55
Besides the risks of the Covid-19 pandemic, the issue
of supply shock disruption continues, putting
pressures on global inflation, which could hamper the
speed of economic recovery.
45
35
Source: Bloomberg, IHS Markit
60,7
58,6
53,7
52,4
51,5
50,0
25
Sep-19
Jan-20
May-20
Sep-20 Jan-21 May-21 Sep-21View entire presentation