bearish

Metal Mining: FY25F Outlook: Growth from a Low Base

222 Views03 Dec 2024 20:32
Broker
With limited addition of RKEF capacity and closures of plants exIndonesia, we expect the oversupply of class-2 products to subside.We downgraded our sector rating to Neutral from OW
What is covered in the Full Insight:
  • Introduction
  • Order of Preference and Sector Downgrade
  • Nickel Ore Market Outlook
  • NPI and Stainless Steel Production
  • LME Nickel Inventory and Price Pressure
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BRI Danareksa Research
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BRI Danareksa Research
IndonesiaEquity Bottom-UpThematic (Sector/Industry)
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