United Tractors (UNTR IJ) (Buy) - Unpacking UNTR’s assets
MWIn this note we provide a detailed breakdown of each of UNTR’s segments...
ENGINEERING AND CONSTRUCTION United Tractors UNTR UNTR JK UNTR IJ Michael Wildon Ng
In this note we provide a detailed breakdown of each of UNTR’s segments...
ENGINEERING AND CONSTRUCTION United Tractors UNTR UNTR JK UNTR IJ Michael Wildon Ng
MEDC posted 2Q25 revenue of USD554mn (-1% q-q, -5% y-y), with...
OIL AND GAS CHEMICALS ASIA Medco Energi Internasional MEDC MEDC JK MEDC IJ Michael Wildon Ng
Bumi Resources Minerals (BRMS) provides exposure to four gold projects...
MDKA reported 1Q25 results losses...
MEDC recorded 1Q25 earnings of USD18mn (-81% q-q, -76% y-y)...
OIL AND GAS CHEMICALS ASIA MEDC MEDC JK MEDC IJ Michael Wildon Edward Prima
ANTM booked strong 1Q25 earnings of IDR2.1tn...
METALS AND MINING ANTM ANTM JK ANTM IJ Michael Wildon Edward Prima
INDY booked 1Q25 earnings of USD3mn (-85% y-y)...
Overall 1Q25 results were soft and behind our expectations...
UNTR booked 1Q25 earnings of IDR3.2tn...
ENGINEERING AND CONSTRUCTION UNTR UNTR JK UNTR IJ Michael Wildon Edward Prima
The Indonesian government has officially...
The Indonesian government recently announced a proposal to revamp the royalty schemes for natural resources.
We like INCO for its vast nickel resources and extensive concession areas
METALS AND MINING INCO INCO JK INCO IJ Michael Wildon Ng Edward Prima
The government introduced the new HPM (index for metals) and HPB (index for coal)
ARNA delivered 4Q24 revenue of IDR710bn (+1.4% q-q, +17.3% y-y), bringing FY24 revenue to IDR2.63tn (+8% y-y).
CONSTRUCTION MATERIALS ARNA ARNA JK ARNA IJ Michael Wildon Ng Edward Prima
ANTM's 4Q operational results indicate a strong FY24 earnings outlook, with projected earnings of >IDR3tn,
METALS AND MINING ANTM ANTM JK ANTM IJ Michael Wildon Ng Edward Prima