Aneka Tambang (ANTM IJ) (Buy) - Strong nickel ore biz; on track to meet consensus EPS
MWDespite the decline in gold and nickel ore volumes, ANTM’s overall...
METALS AND MINING Aneka Tambang ANTM JK ANTM IJ Michael Wildon
Despite the decline in gold and nickel ore volumes, ANTM’s overall...
METALS AND MINING Aneka Tambang ANTM JK ANTM IJ Michael Wildon
NCKL’s 3Q25 revenue and earnings came in...
METALS AND MINING Trimegah Bangun Persada NCKL NCKL JK NCKL IJ Michael Wildon
INCO booked a positive earnings momentum in 3Q25...
METALS AND MINING Vale Indonesia INCO INCO JK INCO IJ Michael Wildon Ng
Indonesia gold miners poised for rerating...
ANTM delivered an impressive set of 2Q25 results, above our/consensus forecasts...
METALS AND MINING Aneka Tambang ANTM ANTM JK ANTM IJ Michael Wildon Ng
Bumi Resources Minerals (BRMS) provides exposure to four gold projects...
ANTM booked strong 1Q25 earnings of IDR2.1tn...
METALS AND MINING ANTM ANTM JK ANTM IJ Michael Wildon Edward Prima
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
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
Operating for more than 30 years, AADI is a fully integrated coal mining business with
NCKL booked an outstanding 3Q result, with 9M24 earnings comprising 90% of our forecas
Metals Mining NCKL NCKL JK NCKL IJ Michael Wildon Edward Prima
We hosted several investor meetings at our annual Verdhana-Nomura Conference on 7-8 Nov 2024. The companies in
Largely in line with our view (see Indonesia Nickel: Nickel ore drives downstream prices, 16 August 2024),
ANTM’s subsidiary, PT Gag Nikel (PTGN, unlisted), has announced a 30% stake acquisition of a Tsingshan-owned R