Despite the decline in gold and nickel ore volumes, ANTM’s overall...

METALS AND MINING Aneka Tambang ANTM JK ANTM IJ Michael Wildon

NCKL’s 3Q25 revenue and earnings came in...

METALS AND MINING Trimegah Bangun Persada NCKL NCKL JK NCKL IJ Michael Wildon

INCO booked a positive earnings momentum in 3Q25...

METALS AND MINING Vale Indonesia INCO INCO JK INCO IJ Michael Wildon Ng

ALII is engaged in the coal transportation business and...

COAL Ancara Logistics Indonesia ALII ALII JK ALII IJ Michael Wildon

Indonesia gold miners poised for rerating...

METALS AND MINING Indonesia Gold Michael Wildon Ng

ENRG operates a diversified portfolio of...

COMMODITY Energi Mega Persada ENRG ENRG JK ENRG IJ Michael Wildon

ANTM delivered an impressive set of 2Q25 results, above our/consensus forecasts...

METALS AND MINING Aneka Tambang ANTM ANTM JK ANTM IJ Michael Wildon Ng

In this note we provide a detailed breakdown of each of UNTR’s segments...

ENGINEERING AND CONSTRUCTION United Tractors UNTR UNTR JK UNTR IJ Michael Wildon Ng

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

Bumi Resources Minerals (BRMS) provides exposure to four gold projects...

METALS AND MINING BRMS BRMS JK BRMS IJ Michael Wildon Ng

MDKA reported 1Q25 results losses...

BASIC MATERIALS MDKA MDKA JK MDKA IJ Michael Wildon Ng

The Indonesian government has officially...

COAL Michael Wildon

Brent Crude futures are back to USD81/bbl, recovering from a 13% decline in July.

Oil Gas Michael Wildon

In our recent report, we mentioned that one of the main catalysts for MEDC is AMMN IJ (Not rated)s operational

MEDC JK MEDC IJ OIL GAS Michael Wildon

Overall results were above our projections, with 2Q24 profit of IDR1.8tn (+80% q-q), bringing 1H24 profit to

NCKL JK NCKL IJ Mining Michael Wildon