Indonesia Oil and Gas - Upside risk to crude oil from sudden surge in China demand
MW NSWe hold a constructive view on the Indonesia oil & gas sector...
OIL AND GAS OR CHEMICALS Indonesia Oil and Gas 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
AVIA delivered a record 1Q26 with revenue...
CHEMICALS Avia Avian AVIA AVIA JK AVIA IJ Gerald Hugo Felix Justin Jupriadi Tan
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
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
We maintain AVIA as our preferred name in the...
CHEMICALS Avia Avian AVIA AVIA JK AVIA IJ Gerald Hugo Felix Justin Jupriadi Tan
Amid persistent weak consumption, we view...
CHEMICALS Avia Avian AVIA AVIA JK AVIA IJ Gerald Hugo Felix Justin Jupriadi Tan
MEDC posted 2Q25 revenue of USD554mn (-1% q-q, -5% y-y), with...
OIL AND GAS CHEMICALS ASIA Medco Energi Internasional MEDC MEDC JK MEDC IJ Michael Wildon Ng
MEDC recorded 1Q25 earnings of USD18mn (-81% q-q, -76% y-y)...
OIL AND GAS CHEMICALS ASIA MEDC MEDC JK MEDC IJ Michael Wildon Edward Prima
Avia Avian (AVIA) leads Indonesia’s decorative paint...
CHEMICALS AVIA AVIA JK AVIA IJ Gerald Hugo Felix Justin Jupriadi Tan