Coal: Valuation Mispricing Remains; Better Entry Post 2Q26 Earnings (OVERWEIGHT)
Coal Valuation Mispricing Remains; Better Entry Post 2Q26 Earnings. 5M26 S-D was tighter, but not a full moderate shock; RKAB upward revision may...
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The Stocks to Own in ASEAN – Vol. 55
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Portfolio changes: Four stocks remain, 10 stocks added.
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The Stocks to Own in ASEAN – Vol. 54
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Portfolio changes: Five stocks remain, nine stocks added...
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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...
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Coal: Demand Outlook Remains Soft, Though Seasonal Price Strength Still in Play (NEUTRAL)
Weak demand is partly balanced by constrained Indonesia’s production; government’s plan to cap 2026 production should be viewed positively.
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