Coal: Steady Dividend Stream to Cushion Normalizing Coal Price...
We cut the sector’s rating to Neutral; despite declining earnings, the sector continues to offer an attractive dividend yield (FY25 avg. 11%).
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The Week That Was in ASEAN@Smartkarma - Sea Ltd, Astra International, and Cimory
The past week saw insights on Sea Ltd (SE US), Astra International (ASII IJ), Cisarua Mountain Dairy (CMRY IJ), Central Pattana Pub (CPN TB), and...
399 Views
The Week That Was in ASEAN@Smartkarma - Indonesia Strategy, ITMG, and the PSE
The past week was a short one but we saw market strategy insights on Indonesia from CrossASEAN Research plus an insight on Philippine Stock Exchange.
577 Views
The Week That Was That Was in ASEAN@Smartkarma - CP Axtra's Gaff, Berli Jucker, and ITMG's Value
The past week saw insights on CP Axtra (CPAXT TB), Berli Jucker (BJC TB), Mphb Capital (MPHB MK), and PT Daya Intiguna Yasa Tbk (Mr DIY Indonesia)...
751 Views
Indo Tambangraya Megah (ITMG IJ): 50% of Mkt Cap in Cash, 12% Yield
We summarize ITMG IJ's value proposition. The company has 926 mn USD in net cash, ~50% of its market capitalization, and is trading at 5.5x PE,...
568 Views