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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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05 Mar 2024 08:00
ITMG IJ: Q4 2023 Inline, Deep Value, 45% of the Mkt Cash and ~11% Dividend Yield on Spot
We summarize the results of ITMG for FY23 and the outlook for FY24. For a 130-150$/ton coal price range the stock trades at 4-6x PE with a 11-15%...
Sameer Taneja
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384 Views
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bullish
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Indo Tambangraya Megah
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04 Sep 2023 12:21
ITMG Q2 2023 Weak But Stock At 20% Dividend Yield with ~50% of Mkt Cap In Cash
ITMG declared a dividend of 2,660 Rph/share ( implying a dividend of 9% semi-annually or 18% annualized on the close price of September 1st). With...
Sameer Taneja
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700 Views
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bullish
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Indo Tambangraya Megah
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19 Dec 2023 08:00
ITMG IJ: A Healthy 15% Yield Despite the Coal Price Correction, With >50% Mkt Cap In Cash
Despite the recent coal price correction, ITMG trades at 4.5x PE &15% dividend yield. The cash buffer of 850 mn USD (50% of the market cap) also...
Sameer Taneja
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466 Views
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bullish
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Whitehaven Coal
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20 Oct 2023 09:00
Whitehaven Coal: Great Acquisition, Cash Gone, Now At The Mercy of The Cycle
We provide our take on the recent acquisition of the coal assets of BHP by Whitehaven Coal. By consuming all its cash and taking on debt, the...
Sameer Taneja
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716 Views
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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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