ITMG IJ Q4 FY24: Coal Price Decline Squeezes Margins, FY25 Costs To Increase
We summarize the FY24 results for ITMG IJ. With 58% of the market capitalization in cash and 15% trailing dividend yield, there is enormous value,...
477 Views
Indo Tambangraya Megah (ITMG IJ): 50% of Mkt Cap in Cash, 12% Yield
We summarize ITMG IJ's value proposition. The company has 926 mn USD in net cash, ~50% of its market capitalization, and is trading at 5.5x PE,...
641 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...
938 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...
725 Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - April 2024
We compile our selection of small and mid-cap names with our desired characteristics of high dividend yields, value, and margin of safety. We...
969 Views