JAKARTA - PT Mirae Asset Sekuritas Indonesia recommends investors to invest in high dividend stocks amid global uncertainty.
"There are 80 stocks that can be a good choice to get investment profits when the stock market is full of uncertainty this year," said Mirae Asset Handiman Soetoyo's Head of Property Investment on Media Day, Tuesday, January 14, 2025.
Handiman said, there are 80 shares of high dividend companies spread across the business sector, except for the property sector. Of the 80 stocks, namely PT BPD East Java Tbk (BJTM), PT Bank Rakyat Indonesia Tbk (BBRI), PT Bukit Asam Tbk (PTBA), PT Perusahaan Gas Negara Tbk (PGAS), and PT Trans Power Marine Tbk (TPMA).
According to Handiman, the five stocks will be the largest contributors in 2025, namely the total dividend which is estimated at IDR 322.4 trillion, down 11.4 percent compared to 2024.
Handiman predicts dividends in 2025 will decrease compared to the previous year, mainly due to extraordinary events last year, such as the payment of special dividends of PT Alamtri Resources Indonesia Tbk (ADRO) which reached Rp41.53 trillion.
Nevertheless, Handiman said the high-dividend companies are expected to offer interest dividends again this year, given last year's historical record of dividend payments.
In 2025, Handiman recorded that the total dividend value distributed by the company was recorded on the Indonesia Stock Exchange in 2024 again set an all-time high of IDR 364.2 trillion, an increase of 1.9 percent (yoy).
The dividend value includes dividends for the 2023 financial year, including interim dividends.
For the dividend season, Handiman said the peak of the dividend season usually occurs in March-June and throughout the fourth quarter.
As for 2024, Handiman said that the financial and energy sectors are still the two sectors with the largest dividend contribution with main contributors such as ADRO, BBRI, PT Bank Central Asia Tbk (BBCA), and PT Bank Mandiri Tbk (BMRI).
"This confirms that both sectors are still the most attractive sectors for investors who are eyeing dividends," he said.
Last year, the number of listed companies that distributed dividends increased by reaching 342 companies compared to 323 companies in 2023, along with the increase in new issuers in the stock market.
Although the number of dividend divisors has increased, the ratio of companies distributing dividends to the total listed companies on the stock exchange has decreased to 38.3 percent in 2024, from the previous 39.4 percent in 2023, due to the increasing number of new companies distributing dividends.
In 2024, ADRO and BBRI will become issuers with the largest dividends, each with a value of IDR 54.4 trillion and IDR 48.1 trillion.
Meanwhile, in terms of dividend yields (dividend yields), the largest dividend distribution issuer is ADRO at 49.4 percent, PT Golden Energy Mines Tbk (GEMS) at 20.5 percent, and PT Baramulti Suksesarana Tbk (BSSR) at 19.8 percent.
Handiman said that with large dividend payments from BBRI and other state-owned companies, the total dividend payments from state-owned companies to the government until November 2024 had exceeded the target, reaching Rp86.4 trillion.
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Of this amount, Handiman said that state-owned companies whose shares recorded on the stock exchange contributed 68.6 percent to the total dividends deposited into the state treasury, with the banking SOE sector still dominating the contribution of 57.4 percent.
"Given the target for increasing 2025 BUMN dividend revenues, which is IDR 90 trillion, we believe that SOEs that are listed will continue to provide large dividends this year," he said.
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