ITMG Vs PTBA: The Cheapest Way to Indonesian Coal Exposure
A stronger coal cycle does not automatically mean better equity returns. We dissect ITMG and PTBA through cash generation, mining economics and...
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MS-Indonesia Index Earning Revision (Sep): Barito Pacific, Bukit Asam, Adaro Andalan Indonesia
We analyzed MS-Indonesia's consensus for Sep 2026 and highlighted changes of EPS in Barito Pacific (BRPT IJ), Bukit Asam (PTBA IJ), Adaro Andalan...
87 Views
Mahanadi Coalfields IPO – First Cut
This insight discusses about the broad structure of upcoming IPO of Mahanadi Coalfields Limited (0808507D IN) . It discusses about the company...
95 Views
MS-Indonesia Index Earning Revision (Aug): Telkom Indonesia, XL Axiata, Indo Tambangraya Megah
We analyzed MS-Indonesia's consensus for Aug 2026 and highlighted changes of EPS in Telkom Indonesia (TLKM IJ), XL Axiata (EXCL IJ), Indo...
106 Views
The Week That Was in ASEAN@Smartkarma - Berli Jucker's Big C, Matahari Department Store, and BREN
The past week saw insights on Berli Jucker (BJC TB), Matahari Department Store (LPPF IJ), Sermsuk PCL (SSC TB), Barito Renewables Energy (BREN IJ),...
475 Views