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
We believe global crude palm oil (CPO) production is...
AGRI-RELATED Indonesia CPO Sandy Ham Samuel Christian Jody Wijaya Nayla Yasmin
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
ENRG operates a diversified portfolio of...
COMMODITY Energi Mega Persada ENRG ENRG JK ENRG IJ Michael Wildon
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
We are bullish on the palm oil sector, supported by five key factors...
FOOD AND BEVERAGE INDF INDF JK INDF IJ Sandy Ham Samuel Christian Jody Wijaya
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
With the gap between crude palm oil (CPO) and crude oil widening, blending biodiesel into diesel has become ev
Crude palm oil (CPO) prices have recently broken above USD1,000/ton this year,
Brent Crude futures are back to USD81/bbl, recovering from a 13% decline in July.
In our recent report, we mentioned that one of the main catalysts for MEDC is AMMN IJ (Not rated)s operational