In today’s briefing:
- PT Avia Avian (AVIA IJ) – An Attractive Tint to 2024 Prospects
- Mmg Limited 1208.HK – It’s Got It All – Copper, EV’s, and AI!
- Reno De Medici – ESG Report – Lucror Analytics
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PT Avia Avian (AVIA IJ) – An Attractive Tint to 2024 Prospects
- PT Avia Avian (AVIA IJ) saw a pronounced pick up in sales in 4Q2023 and the ongoing benefit of lower raw material prices boosted margins to 5-year highs.
- The company expanded its distribution in 2023 and will continue in 2024, which coupled with new product launches, especially of economic products, should help to drive higher growth in 2024.
- PT Avia Avian continues to drive its express service, which also helps to push new product growth. Its market leadership and track record justify valuations with further support from dividends.
Mmg Limited 1208.HK – It’s Got It All – Copper, EV’s, and AI!
- Low-Cost producer of copper and zinc with two of the biggest ten mines in the world.
- Recent mine acquisition and increased production at existing mines will grow earnings.
- The supply and demand imbalance in copper will lead to higher prices.
Reno De Medici – ESG Report – Lucror Analytics
Lucror Analytics’ ESG Scores are based on a 3-tiered scale and are adjusted for Controversies (if applicable).
We assess Reno de Medici’s ESG as “Adequate”, in line with its Environmental and Governance scores. The company has a “Strong” score for the Social pillar. Controversies are “Immaterial” and Disclosure is “Strong”.