Aneka Tambang (ANTM IJ) (Buy) - Earnings raised following impressive results
MWANTM delivered an impressive set of 2Q25 results, above our/consensus forecasts...
METALS AND MINING Aneka Tambang ANTM ANTM JK ANTM IJ Michael Wildon Ng
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United Tractors (UNTR IJ) (Buy) - Unpacking UNTR’s assets
MWIn 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
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Medco Energi Internasional (MEDC IJ) (Buy) - Accretive 24% Corridor acquisition
MWMEDC 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
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Bumi Resources Minerals (BRMS IJ) (Buy) - Big undeveloped gold and copper assets
MWBumi Resources Minerals (BRMS) provides exposure to four gold projects...
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Merdeka Copper Gold (MDKA IJ) (Buy) - Strong gold and copper prices drive valuation
MWMDKA reported 1Q25 results losses...
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Indonesia Commodity - Royalty scheme: Minor changes for non-coal resources
MWThe Indonesian government has officially...
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Medco Energi Internasional MEDC IJ -Buy- Lift earnings estimates on more copper contribution
MWBrent Crude futures are back to USD81/bbl, recovering from a 13% decline in July.
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Medco Energi Internasional MEDC IJ Buy- Earnings driven by AMMNs contribution
MWIn our recent report, we mentioned that one of the main catalysts for MEDC is AMMN IJ (Not rated)s operational
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Trimegah Bangun Persada NCKL IJ- Buy - 2Q24 results above our projections
MWOverall results were above our projections, with 2Q24 profit of IDR1.8tn (+80% q-q), bringing 1H24 profit to