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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-21
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