Saratoga Investama: A Premier Private Equity Firm Trading at a Deep Value
Saratoga Investama Sedaya Tbk Pt (SRTG IJ) is a premier private equity firm with a proven investing track record. Its controlling shareholder,...
478 Views
BUMI Resources (BUMI) Debt Restructuring and Improved Corporate Governance - BUY
Bumi Resources Tbk Pt (BUMI IJ) is a coal producer with largest coal reserves in Indonesia. It’s a leading natural reserves group and the largest...
326 Views
United Tractor (UNTR): Fundamentals Priced In - Take Profits
Market cap: US$8bnOur view:United Tractors Tbk Pt (UNTR IJ) a proxy to coal production recovery. We mentioned in our earlier note Thermal Coal...
256 Views
Significant Expansion of Singapore's Coal Mining Stocks
The number & combined market cap of SGX listed stocks focused on thermal coal mining in Indonesia has grown fourfold over the past three...
7.6k Views
King Salman Bearing Gifts: Implications for ASEAN, Oil-Refining and Religion
-The oil majors' favourite refining hub in ASEAN is Singapore, while the crude-oil/gas comes mainly from Indonesia, Malaysia and Brunei. Infusion...
2.7k Views