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.
386 Views
Coal Sectoral Update December 3, 2024
China's coal inventory reached its peak in Sep-24 at 642.4mn tons, marking a robust demand of +22.7% YoY. This was supported by import volume of...
583 Views
The Stocks to Own in ASEAN – Vol. 49
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Portfolio changes: Three stocks remain, 11 stocks added.
388 Views
IDX30/LQ45/IDX80 Index Rebalance: Large Flows in Some Stocks with 4 Days to Implementation
There are 2 constituent changes each for the IDX30, LQ45 and IDX80 indices to be implemented at the close on 31 Oct. There are stocks with multiple...
854 Views
ITMG IJ: Steady Coal Prices, Mine Life Upgrade, 43% of the Mkt Cap in Cash and 11% Dividend Yield
We highlight the mine life upgrade for ITMG IJ, our expectations for a better sequential H2 2024, the 860 mn USD net cash position and 11% dividend...
649 Views