Weekly Wrap - 05 Jan 2024
Lucror Analytics Weekly Wraps provide an overview of all Morning Views comments and reports published by our analyst team in the past week, and...
464 Views
The Christmas Week That Was in ASEAN@Smartkarma - Malaysian Reshuffle, GoTo Plays Safe, and Alfamart
The Past Week saw insights on GoTo Gojek Tokopedia (GOTO IJ), Sumber Alfaria Trijaya (AMRT IJ), Airports of Thailand (AOT TB) and the Philippine...
590 Views
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.
593 Views
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...
684 Views
Weekly Wrap - 21 Dec 2023
Lucror Analytics Weekly Wraps provide an overview of all Morning Views comments and reports published by our analyst team in the past week, and...
526 Views