ITMG: Indonesian Energy Plans to Fuel Mining Growth
Good price momentum, low debt levels, and more attractive toanalysts relative to its sector Demand should rise over the coming years as coal-fired...
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Rabble Rousers (Episode 2): The Hardest Dots To Connect
The Vongkusolkij family of Mitr Phol Group boasts market leadership in not one but two very distinct industries: sugar and coal (Banpu), and have...
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Banpu: Valuing the Coal-Power Phoenix
We estimate that Banpu's shares are worth Bt20/sh implying a 20% upside to current share price of Bt16.6/sh (assuming conglomerate discount of...
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