Medco Energi Internasional (MEDC IJ) - It’s a bargain!
AMMN currently trades at IDR130 tn mkt cap and MEDC owned 21% which translates to IDR27 tn which was higher compared to MEDC current mkt cap.
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Medco Energi International (MEDC IJ) - A Potentially More Compelling Growth Story in FY24
We reiterate our Buy rating on MEDC with a TP of IDR1,900 as we see upside in earnings and reserve in 2024F onwards from the potentially accretive...
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Oil & Gas - Oil on Fire
The possibility of petroleum supply disruptions and slower-than-expected replenishment of SPR inventory may act to sustain oil prices at high...
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Macro Strategy & Flows Trackers: More Signals
The main takeaways from the most recent Fed Beige Book suggest moderating economic growth in recent months, implying a Fed pause.
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Macro and Flows Tracker - Not All Is Well
The global manufacturing sector depicted some positive signs in July, with more countries reporting stronger activity, including Indonesia
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