BRIDS Market Pulse: Chart of the week – NPI price
Market: JCI rallied +2.5% w-w, in-line with majority of the EMs and the weaker DXY amid benign developments from the global trade tariffs.
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Metal Mining: Possible Royalty Hike Could Pressure FY25F Earnings (NEUTRAL)
Though implementation is still uncertain, a royalty hike to 15% could strain FY25E earnings by -2% to -9% based on our estimation.
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BRIDS Market Pulse: Chart of the Week – China Coal Inventory at Port
The outflow was still dominated by the large-cap banks with coal stock AADI also among the top-5 stocks sold by foreign investors.
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Metal Mining: FY25F Outlook: Growth from a Low Base
With limited addition of RKEF capacity and closures of plants exIndonesia, we expect the oversupply of class-2 products to subside.We downgraded...
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Aneka Tambang - Upside Potentials from Ore Sales to Boost FY25 Earnings
3Q24 core profit grew slightly (+9% qoq), driven by robust gold sales, though nickel segment lagged behind due to a poor sales volume.
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