ENTITY
Adaro Energy

Adaro Energy (ADRO IJ)

298
Analysis
EnergyIndonesia
PT Adaro Energy Tbk is a coal mining company. The Company and its subsidiaries currently deal in coal mining and trade, coal infrastructure and logistics, and mining contractor services.
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23 Dec 2023 23:54Broker

Coal Mining - FY24 Outlook: Soft demand and steady supply flow to drive further price normalization

We expect the thermal coal market to remain in a supply-driven surplus in FY24, and expect the Newcastle coal price to moderate to US$120/t.

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22 Dec 2023 04:27Broker

Coal Mining | FY24 Outlook: Soft Demand and Steady Supply Flow to Drive Further Price Normalization

We think miners with higher exposure to the low-medium CV products shall fare better given the smaller projected decline in ASP. Our pecking order...

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03 Oct 2023 01:10Broker

Coal Mining - A Tactical Opportunity in 4Q23 on Possible Seasonal Demand Recovery

Coal market’s Aug23 trade and inventory data in China and India indicated possible seasonal demand recovery may be under way.

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23 Aug 2023 00:07Broker

Macro and Flows Tracker - Rising External Risks

Yield volatility and heightened China risk factor has led to recent market volatility resulting in outflow from both Equity and Fixed Income.

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11 Jul 2023 22:52Broker

Macro and Flows Tracker - Gear Up

Gear UpDespite fiscal expansion in 2H, the government has a lower fiscal deficit target on higher revenues. Supporting domestic aggregate demand...

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