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Indo Tambangraya Megah (ITMG IJ)
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67
Analysis
Energy
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Indonesia
PT Indo Tambangraya Megah Tbk operates as a coal exploration and mining company that provides energy and electricity support. The Company operates in Indonesia and supplies coal to the world energy market.
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bullish
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Indo Tambangraya Megah
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01 Feb 2023 11:20
ITMG - Div Yield >28%, Net Cash 40% of Mkt Cap, Deep Value with High Coal Price
We expect a 10,000-12,000 Rph dividend for FY22 (div yield 28%-33%) from Indo Tambangraya Megah (ITMG IJ) as earnings are set to improve >70% HoH...
Sameer Taneja
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384 Views
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bullish
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Indo Tambangraya Megah
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21 Aug 2022 17:52
ITMG - Insights from the Q2 2022 Presentation
Indo Tambangraya Megah (ITMG IJ) is an Indonesian coal producer with a 2.6x PE FY22e, with 28% of its market capitalization in cash and a dividend...
Sameer Taneja
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417 Views
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bullish
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Indo Tambangraya Megah
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03 Jul 2022 15:06
A Layman's Thesis for ITMG
Trading at 1.9x PE FY22e with a 37% implied dividend yield on a payout ratio of 70% with 28% of its market cap in cash post outstanding dividend...
Sameer Taneja
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562 Views
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bullish
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Indo Tambangraya Megah
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23 May 2023 08:21
ITMG - Q1 2023, Decline in Coal Prices And Increasing Costs Weigh on Profits, Yield Sturdy >20%
ITMG trades at 3x PE on current spot coal prices, with >50% of the market capitalization in cash. The div yield is a sturdy 25% (65% payout ratio)....
Sameer Taneja
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472 Views
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bearish
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Whitehaven Coal
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19 Sep 2023 11:15
Whitehaven Coal Suspension of Buyback: A Negative Despite Rising Coal Price/ Potential Acquisition
We provide a rationale for why we do not like Whitehaven Coal's suspension of its buy back program despite the strong coal price environment and...
Sameer Taneja
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706 Views
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