Alamtri Resources Indonesia (ADRO.IJ) Coal Laggard with Intact Price Tailwind
We raise FY26/27/28F coking coal assumptions to US$230/ 220/ 200/t, driving earnings upgrades and a higher TP of Rp3,300.
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Primer: Alamtri Resources Indonesia (ADRO IJ) - Aug 2026
Integrated Low-Cost Producer with Strong Shareholder Returns: Alamtri Resources Indonesia (ADRO) stands as a leading, low-cost Indonesian coal...
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Indonesia Strategy - Caught in a Perfect Updraft?
Despite the JCI knocking on all-time highs, valuations continue to look attractive with prospects of a better 2H2024 and lower interest rates. Top...
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The Stocks to Own in ASEAN – Vol. 56
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Portfolio changes: Five stocks remain; nine stocks were...
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Coal: Valuation Mispricing Remains; Better Entry Post 2Q26 Earnings (OVERWEIGHT)
Coal Valuation Mispricing Remains; Better Entry Post 2Q26 Earnings. 5M26 S-D was tighter, but not a full moderate shock; RKAB upward revision may...
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