IDX30/LQ45/IDX80 Index Rebalance: Float & Capping Changes
Float and capping changes will require passive trackers to buy BBCA and sell BBRI at the close on 28 April. There are changes to other stocks as...
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ITMG: Double-Digit Dividend Yield in Indonesian Coal
Low debt levels, good price momentum, and relatively strong analyst recommendation relative to its sector Synergies with recently acquired PT...
196 Views
Banpu Diversifies Into Green Energy
Banpu is arguably one of our worst investments ever. The company has lost 70% of its market cap since the highs, and we're glad to get out. These...
310 Views
ITMG: Beneficiary of Chinese Supply Cut
Relatively strong analyst recommendation, slow asset growth, and cheap on a gross profit basis relative to its sector ITMG should benefit from...
263 Views
BANPU: On Track to Become a Diversified Energy Player
Strong net profit momentum, sales on an upcycle trend, and lowvolatility in sales relative to its sector Executing on its strategy to go from a...
266 Views