indonesian economy: consumer confidence perspective

1 © 2016 Ipsos. 1

Indonesian Economy Consumer Confidence Perspective

FEBRUARY,2016 V1

Ipsos AsiaBus Data

© 2016 Ipsos. All rights reserved. Contains Ipsos' Confidential and Proprietary information and may not be disclosed or reproduced without the prior written consent of Ipsos.

2 © 2016 Ipsos.

CURRENT ECONOMIC CONDITION – PERSONAL (TREND)

22 31

15

53

53

53

25 17

32

2015 2014 2013

Better

Same

Worse

TOTAL INDONESIA

35 49 22

40 39

50

26 12 28

2015 2014 2013

MEDAN

24 25 15

52 58 51

24 17 34

2015 2014 2013

38 40 18

38 46 62

24 13 20

2015 2014 2013

19 52

16

48

33

58

33 14 26

2015 2014 2013

8 16 3

80 47

57

12 37 41

2015 2014 2013

GREATER JAKARTA

BANDUNG

SURABAYA

MAKASSAR

SOURCE: Ipsos AsiaBus November 2015 , December 2014 , December 2013 (Data weighted on Area & Sex) People 15-64 years old, SES Upper I to Lower II, 5 major cities 2015 – n=1,059/ n weighted = 19,938,997 | 2014 – n=1,043 / n weighted = 19,970,672 | 2013 – n=1,049/ n weighted=20,066,644

Timeframe: vs. last 6 months Data in %

More than half of Indonesian people feels their current condition is the same. More people perceived better condition in 2013, and worse condition in 2014.

3 © 2016 Ipsos.

Future economic outlook is positive. Very few thinks their condition will be worse in the next 6 months, and majority feels it will be better.

EXPECTED ECONOMIC CONDITION – PERSONAL (TREND)

5 11 6

52 54

49

42 36

45

2015 2014 2013

Better

Same

Worse

11 16 9

41 65

60

47 19 32

2015 2014 2013

5 5 6

50 54 44

46 40 50

2015 2014 2013

9 20 14

62 50 60

29 31 27

2015 2014 2013

6 34

3

61

46

56

33 20 41

2015 2014 2013

1 2 0

80 62 54

19 36 47

2015 2014 2013

Timeframe: vs. next 6 months Data in %

TOTAL INDONESIA


MEDAN

GREATER JAKARTA

BANDUNG

SURABAYA

MAKASSAR

5 © 2016 Ipsos.

Though optimistic on personal condition, positive outlook for the country is slightly weaker. Improved outlook in Bandung and Surabaya compared to previous years.

EXPECTED ECONOMIC CONDITION – INDONESIA (TREND)

14 12 13

53 49 49

34 39 38

2015 2014 2013

Better

Same

Worse

28 15 16

36 63 70

36 22 13

2015 2014 2013

13 8 12

53 51 43

34 41 46

2015 2014 2013

15 31 24

56 36 53

30 33 23

2015 2014 2013

14 27 15

54 46 73

32 27 11

2015 2014 2013

16 8 1

64

29 49

20

63 49

2015 2014 2013

Timeframe: vs. next 6 months Data in %

TOTAL INDONESIA


MEDAN

GREATER JAKARTA

BANDUNG

SURABAYA

MAKASSAR

6 © 2016 Ipsos.

CURRENT INDONESIAN HAPPINESS LEVEL – TRACKING

MEDAN

People 15-64 years old, SES Upper I to Lower II, 5 major cities (n=1,059 / n weighted = 19,938,997 SOURCE: Ipsos AsiaBus November 2015 (Data weighted on Area & Sex)

4 17 18

49 41 54

47 42 28

2015 2014 2013

GREATER JAKARTA

10 13 10

37 57 59

53 30 31

2015 2014 2013 MAKASSAR

6 12 0

34 32 32

60 56 68

2015 2014 2013

BANDUNG

20 37

9

61 52

45

18 11 45

2015 2014 2013

SURABAYA

11 7 12

42 36

56

47 57 32

2015 2014 2013 Data in %

2015 2014 2013

41 38 38

48 46 52

11 15 10

TOTAL INDONESIA

Despite unchanged situation, Indonesians are generally happy with current condition. And this has not changed over the years across Total Indonesia.

7 © 2016 Ipsos.

However, current economic situation makes people more cautious with the expenses. People withheld expenses on leisure activities, though everyday snacks and telecommunication expenses remained stable.

CURRENT EXPENDITURE (2015)

12% 15%

51% 51% 47% 43%

56% 63%

39% 44% 42% 47%

33% 22%

10% 5% 10% 10%

Snacking forkids or self

Cellphonereload

Recreation Family vacation Eating out Buyingclothes/shoes

More expenses comparewith past 6 months

Same expenses comparewith past 6 months

Less expenses comparewith past 6 months


8 © 2016 Ipsos.

In fact, Indonesians are more cautious in spending money in the next 6 months. Among those who will buy, smartphones and electronics are the top choices for purchase.

FUTURE EXPENDITURE (2015)

17% 16% 11% 11% 11% 11%

7% 6% 1%

Smartphone Household Electronic

House /apartment Motorcycle Laptop/PC TV

Computer tablet Car Financial investment

products

51% NO PLAN TO BUY ITEMS

(in next 6 months)


PLAN TO BUY ITEMS 49%

9 © 2016 Ipsos.

Year Gender Age Group SEC

Male Female 15-24 25-34 35-49 50-64 A B C D E

2013 50 50 25 29 30 15 12 24 48 12 5

2014 50 50 25 30 30 15 7 19 55 14 3

2015 50 50 27 30 30 13 10 17 58 13 3

Year Greater Jakarta

Surabaya Medan Bandung Makassar Total

2013 372 210 156 154 157 1,049

2014 368 209 155 154 157 1,043

2015 379 209 158 157 156 1,059

Actual achievement (n) per area:

Actual respondent profile (in %):

Year Greater Jakarta

Surabaya Medan Bandung Makassar Total

2013 14,008,440 1,936,992 1,496,425 1,843,442 781,345 20,066,644

2014 13,880,793 1,936,992 1,496,425 1,843,442 813,020 19,970,672

2015 13,880,793 1,936,992 1,496,425 1,843,442 781,345 19,938,997

Weighted data per area:

RESEARCH DETAILS

AsiaBus is a Pan Asian omnibus conducting a regional random survey monthly.

This economic index study was conducted respectively in December 2013, December 2014, and November 2015.

Study applied pure random sampling and face-to-face interviews.

Sample size was minimum of n=1,000 in each data reading.

10 © 2016 Ipsos.

ABOUT IPSOS Ipsos ranks third in the global research industry. With a

strong presence in 87 countries, Ipsos employs more

than 16,000 people and has the ability to conduct

research programs in more than 100 countries. Founded

in France in 1975, Ipsos is controlled and managed by

research professionals. They have built a solid Group

around a multi-specialist positioning – Media and

advertising research; Marketing research; Client and

employee relationship management; Opinion & social

research; Mobile, Online, Offline data collection and

delivery.

Ipsos is listed on Eurolist - NYSE-Euronext. The company

is part of the SBF 120 and the Mid-60 index and is

eligible for the Deferred Settlement Service (SRD).

ISIN code FR0000073298, Reuters ISOS.PA, Bloomberg

IPS:FP

www.ipsos.com

GAME CHANGERS At Ipsos we are passionately curious about people, markets, brands and society. We deliver information and analysis that makes our complex world easier and faster to navigate and inspires our clients to make smarter decisions. We believe that our work is important. Security, simplicity, speed and substance applies to everything we do. Through specialisation, we offer our clients a unique depth of knowledge and expertise. Learning from different experiences gives us perspective and inspires us to boldly call things into question, to be creative. By nurturing a culture of collaboration and curiosity, we attract the highest calibre of people who have the ability and desire to influence and shape the future. “GAME CHANGERS” - our tagline - summarises our ambition.

11

THANK

YOU

Graha Arda, 3rd Floor, Jl. H.R. Rasuna Said Kav. B-6 Kuningan, Jakarta Selatan 12190, Indonesia

[email protected] www.ipsos .com www.ipsos.co.id

www.facebook.com/ipsosindonesia

+62 21 52 777 01 For further information, please contact

Iwan Murty [email protected]

Bernadette Verde [email protected]