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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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Cross Asset Strategy
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04 Mar 2024 16:21
The Week That Was in ASEAN@Smartkarma - GoTo & Grab, BFIN's Rising, and Astra Intl's Oversold
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
Angus Mackintosh
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288 Views
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bullish
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Thematic (Sector/Industry)
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24 Dec 2023 07:54
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Broker
Coal Mining - FY24 Outlook: Soft demand and steady supply flow to drive further price normalization
We expect the thermal coal market to remain in a supply-driven surplus in FY24, and expect the Newcastle coal price to moderate to US$120/t.
BRI Danareksa Research
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590 Views
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bullish
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Thematic (Sector/Industry)
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22 Dec 2023 12:27
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Broker
Coal Mining | FY24 Outlook: Soft Demand and Steady Supply Flow to Drive Further Price Normalization
We think miners with higher exposure to the low-medium CV products shall fare better given the smaller projected decline in ASP. Our pecking order...
BRI Danareksa Research
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678 Views
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bullish
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Thematic (Sector/Industry)
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03 Oct 2023 09:10
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Broker
Coal Mining - A Tactical Opportunity in 4Q23 on Possible Seasonal Demand Recovery
Coal market’s Aug23 trade and inventory data in China and India indicated possible seasonal demand recovery may be under way.
BRI Danareksa Research
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324 Views
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bullish
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Thematic (Sector/Industry)
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12 Jul 2023 06:52
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Broker
Macro and Flows Tracker - Gear Up
Gear UpDespite fiscal expansion in 2H, the government has a lower fiscal deficit target on higher revenues. Supporting domestic aggregate demand...
BRI Danareksa Research
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210 Views
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