Vale Indonesia (INCO IJ) - Best Class 1 Proxy
We keep INCO as our top pick in the sector although we expect there will be a short-term overhang on its share price as a result of the ongoing...
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Amman Mineral International IPO Trading - Looks Attractive with Ample Upside
Amman Mineral Internasional (1416286D IJ) raised around US$714m in its Indonesian IPO. In this note, we will talk about the trading dynamics and...
368 Views
Macro and Flows Tracker - Liquidity Headwind
Domestically, weaker growth was signalled by the slowing of Money Supply (M2) growth to 5.5% y-o-y in April, the slowest in four years, partly due...
286 Views
Amman Mineral International IPO - Promising Assets with Decent Prospects
Amman Mineral Internasional (1416286D IJ) is looking to raise around US$880m in its Indonesian IPO. The company operates an open pit copper and...
382 Views
Macro and Flows Tracker - Positive Market Momentum
While Bank Indonesia's recent meeting highlighted weaker growth signals, stronger expansion of fiscal spending in 2H and election-related funds...
258 Views