Merdeka Copper Gold (MDKA IJ) - Fully Charged Commodity Play
Merdeka Copper Gold (MDKA IJ) provides a well-rounded exposure to gold and copper, where it has significant expansion plans in place for both...
352 Views
Merdeka Copper Gold - 1H24 Earnings Miss, a Potential Breakeven in FY24
MDKA managed a net profit of US$2.7mn from its nickel and gold operations, but we expect to see further weakness in 3Q24 earnings.
305 Views
Merdeka Copper Gold - Lowering Our FY24-25F Estimates on Higher Interest Expenses
We slash our FY24-25F net profit estimates by -74%/-62% to reflect higher-than-expected interest expenses and the 1Q24 net loss.
215 Views
Indonesia Strategy - Caught in a Perfect Updraft?
Despite the JCI knocking on all-time highs, valuations continue to look attractive with prospects of a better 2H2024 and lower interest rates. Top...
429 Views
Unlocking Saratoga Investama (SRTG IJ)'s Holdco
I'd be inclined to buy Saratoga outright. Or hedge against index futures. I think Tower Bersama is a possible privatisation play.
429 Views