Energi Mega Persada (ENRG IJ) (Buy) - Growth funding secured; HighPeak adds income and US exposure
MW NSENRG has secured two funding...
COMMODITY Energy Mega Persada ENRG ENRG JK ENRG IJ Michael Wildon Nizam Syafik
ENRG has secured two funding...
COMMODITY Energy Mega Persada ENRG ENRG JK ENRG IJ Michael Wildon Nizam Syafik
ANTM’s 1H26 revenue/net profit (NP) were...
METALS AND MINING Aneka Tambang ANTM ANTM JK ANTM IJ Michael Wildon Ng Nizam Syafik
We hold a constructive view on the Indonesia oil & gas sector...
OIL AND GAS OR CHEMICALS Indonesia Oil and Gas Michael Wildon Ng Nizam Syafik
On 3 August 2026, we visited PT Merdeka Gold Resources’ (EMAS)...
METALS AND MINING Merdeka Gold Resources EMAS EMAS JK EMAS IJ Michael Wildon Ng Nizam Syafik
1H26 revenue came in at IDR58tn (-15% y-y)...
ENGINEERING AND CONSTRUCTION United Tractors UNTR UNTR JK UNTR IJ Michael Wildon Ng Nizam Syafik
AMMN operates one of the world's most strategic...
METALS AND MINING Amman Mineral Internasional AMMN AMMN JK AMMN IJ Michael Wildon Nizam Syafik
Indonesia is revising PP 19/2025 to increase mining...
METALS AND MINING Indonesia Commodity Michael Wildon Ng Nizam Syafik
1Q26 revenue of USD95mn (+1% q-q, +37% y-y) came in...
OIL AND GAS CHEMICALS ASIA Surya Esa Perkasa ESSA ESSA JK ESSA IJ Michael Wildon Ng Nizam Syafik
1Q26 revenue of USD1,044mn (-20% q-q, -10% y-y) accounted for...
COAL Adaro Andalan Indonesia AADI AADI JK AADI IJ Michael Wildon Ng Nizam Syafik
ANTM announced its 1Q26 results that were well above...
METALS AND MINING Aneka Tambang ANTM ANTM JK ANTM IJ Michael Wildon Ng Nizam Syafik
Overall results were in line with consensus and ahead of...
Commodity Energy Mega Persada ENRG ENRG JK ENRG IJ Michael Wildon NG Nizam Syafik
FY25 revenue was flat y-y at 101%/104% of our...
OIL GAS CHEMICALS ASIA Medco Energi Internasional MEDC MEDC JK MEDC IJ Michael WIldon Ng Nizam Syafik
ENRG delivered solid exploration and production results...
COMMODITY Energi Mega Persada ENRG ENRG JK ENRG IJ Michael Wildon Nizam Syafik
As of late January 2026, Newcastle coal price...