Macro Strategy & Flows Trackers: More Signals
The main takeaways from the most recent Fed Beige Book suggest moderating economic growth in recent months, implying a Fed pause.
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Macro and Flows Tracker - Not All Is Well
The global manufacturing sector depicted some positive signs in July, with more countries reporting stronger activity, including Indonesia
530 Views
Medco Energi International (MEDC.IJ) - A Weaker FY25 on Lower O&G Output...
1Q25 net profit dropped by -81% qoq/ -76% yoy to US$18mn due to AMMN’s -US$29mn loss and seasonally weaker gas sales (-4.2% qoq).
402 Views
Medco Energi International (MEDC IJ) - No Surprises in FY24-25 Guidance
During the Capital Market Day event, MEDC unveils flat O&G production target, with a 10% growth in power sales from Ijen Geothermal in FY25.
504 Views
Medco Energi International - Expect 2Q24 Earnings Support from AMMN Amidst Flattish Oil Price
We expect MEDC to book inline 2Q24 earnings, backed by AMMN’s rising contribution on the back of higher volume and ASP. 2H24 outlook: Lower...
371 Views