Bayan Resources (BYAN IJ): Ultra-Low-Cost Coal Champion Trading at a Steep Premium
Bayan Resources reports strong H1 results but faces challenge in meeting ambitious H2 targets, trading at a premium compared to Indonesian coal...
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Adaro Energy (ADRO IJ) Buyback - A Decent Chunk of 1 Year ADV
Adaro Energy (ADRO IJ) just announced another buyback. This should have some decent impact, and the stock is a bit cheap to similar-sized peers.
481 Views
Commodity Equity Monitor: May 2025 Issue
Outperformers: Uranium, Coal & Battery Materials. The strongest performers this month were uranium and thermal coal producers which benefitted from...
280 Views
The Week That Was in ASEAN@Smartkarma - Indonesia's COVID Gamble, Industrial Gas, and Bukalapak
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
212 Views
Jakarta Composite Index: Impact of Change to Capped Free Float Weighting
The JCI will change from a full market cap weighted index to a capped free float mkt cap weighted index. Beneficiaries are TLKM, BBRI, ASII, BMRI &...
920 Views