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.
754 Views
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...
821 Views
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.
449 Views
Bukit Asam (PTBA IJ) - Beating expectations as coal prices surge
Beating expectations as coal prices surgeContent is external broker report sourced from online content aggregator through publicly available...
200 Views
Bukit Asam (PTBA IJ) - Earnings below our estimate; Expecting to catch up in 2H21
Earnings below our estimate; Expecting to catch up in 2H21Content is external broker report sourced from online content aggregator through publicly...
319 Views