Aneka Tambang (ANTM.IJ0 - Expect Heavier Margin Pressure in FY24
We trim our nickel ore price assumption by 7.0% to US$40/t, which lead to lower FY24F earnings estimate for ANTM by 6.4% to Rp3.7tr.
329 Views
Aneka Tambang (ANTM.IJ) - Expect Heavier Margin Pressure in FY24
We trim our nickel ore price assumption by 7.0% to US$40/t, which lead to lower FY24F earnings estimate for ANTM by 6.4% to Rp3.7tr.
358 Views
Metal Mining: NPI Price Could Weaken on RKAB Release
While Tin prices have softened, China still struggles to source tin ore, which has decreased refined tin production by 31% mom.
350 Views
Metal Mining: Expect a Slower Quarter, but a Majority Beat in 9M24 Due to Low Expectations
We estimate the sector’s 3Q24 earnings to fall back on lower ASP, though they may still beat estimates due to low expectations.
135 Views
Metal Mining: 3Q24 Preview
We estimate the sector’s 3Q24 earnings to fall back on lower ASP, though they may still beat estimates due to low expectations.
210 Views