Last updated: 25 Feb 2025, 09:15 WIB
LIVE

External Intelligence Hub

Market intelligence, public sentiment, and competitive landscape

Overall Sentiment
Positive
24/100
News Articles (7d)
142
64% positive
Social Media Posts
3,847
34% spike today
Regulatory Alerts
3
HGBT review active

Public Sentiment Trend

IndoBERT analysis — 30 day rolling (news + social media)

PositiveNegative

Topic Cloud

IndoBERT detected topics — weighted by frequency

harga gasPGN dividendHGBT regulationLNG importPertamina expansionpipeline safetygas infrastructureenergy transitionsubsidi gasnatural gas demandBP TangguhPGAS stock

Latest Intelligence Feed

PGN Secures New 15-Year Gas Supply Agreement with BP Tangguh

Strategic LNG supply contract strengthens long-term feedstock security for regasification growth.

Reuters·Feb 25, 08:00 AMpositive (82)Supply Chain

Indonesia Government Reviews HGBT Pricing Formula for 2026

Potential downward revision of regulated gas prices could further compress PGN margins.

Kompas·Feb 24, 02:00 PMnegative (-35)Regulatory

PGN Reports Strong Q4 2024 Regasification Growth

Regasification volume surge of 39.4% YoY demonstrates successful LNG strategy pivot.

Jakarta Post·Feb 24, 10:00 AMpositive (71)Operations

JKM LNG Spot Price Rises to $14.2/MMBtu on Asian Demand

Rising spot LNG prices increase procurement costs for PGN regas terminals.

S&P Global Platts·Feb 24, 06:00 AMnegative (-45)Market

Pertamina Announces $1.2B East Java Gas Infrastructure Plan

Potential competitive pressure on PGN industrial gas distribution in East Java.

Bloomberg·Feb 23, 04:00 PMnegative (-28)Competitive

PGN Dividend Yield Reaches 9.3% — Highest in Sector

Attractive dividend yield positions PGN as top income stock in Indonesian energy sector.

CNBC Indonesia·Feb 23, 08:00 AMpositive (88)Financial

Competitive Benchmark

CompanyMarket ShareRevenue ($M)EBITDA MarginP/E Ratio
PGN (PGAS)(You)91%$3,890M21.6%12.5x
Pertamina Gas5%$1,200M18.2%14.8x
Medco E&P Gas2%$450M24.1%11.2x
Panca Amara1%$180M15.5%16.3x
Others1%$280M12%—
Ask GASNETAI Business Analyst · Powered by Claude

GASNET AI Analyst

Ask me anything about PGN's financials, operations, risk, or market intelligence. I have access to real-time data.

What is our current EBITDA margin and why has it declined?
**Current EBITDA Margin: 21.2% (Q1 2025)** Your EBITDA margin has declined 4.1 percentage points from FY2024's 25.3%. The key drivers: 📉 **HGBT Price Impact** (-2.1pp): Government-regulated gas pricing at $6.5-7/MMBtu has compressed trading margins as procurement costs rose. 📉 **LNG Procurement** (-1.5pp): JKM spot prices at $14.2/MMBtu have significantly increased regasification input costs, despite the 39.4% volume growth. 📉 **OpEx Increase** (-0.9pp): Maintenance and labor costs up due to Cirebon-Semarang construction and SCADA digitalization. 📈 **Partially offset** by volume growth (+0.3pp) and regasification growth (+0.8pp). **Recommendation:** Run the HGBT scenario simulator at $6.0/MMBtu to assess downside risk ahead of 2026 pricing review. *Sources: SAP Financial Module, HGBT Pricing Database, JKM Market Feed*
Sources: SAP Financial Module, HGBT Pricing Database, JKM Market Feed