Metal Mining: Better earnings prospect from possible price bottoming (OVERWEIGHT)
We believe the supply surplus may be buffered by demand from batteries and SS; our FY24-25F Ni price assumptions at US$18k/17.5k/t
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Macro and Flows Tracker - Not All Is Well
The global manufacturing sector depicted some positive signs in July, with more countries reporting stronger activity, including Indonesia
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Merdeka Copper Gold (MDKA IJ) - Below Expectation
MDKA has just released its 1Q23 financial result. In this period, the company recorded weak profitability. The earnings figure in 1Q23 was way...
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Equity Snapshot: April 12, 2023
Aneka Tambang: Strong start to the year (ANTM.IJ IDR 2,110 BUY.TP IDR 3,500). ANTM has announced solid operational performance in January 2023.
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Thematic: Electric Vehicles
Ecosystem growth as the catalyst for Indonesian EV. EV sales in China have led the EV market growth. BYD and Tesla drive the EV ecosystem.
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