Metal Mining: Potential Impact from Proposed Royalty Revision: Tin Worst Hit...
Tin Worst Hit; Limited Impact on Nickel MEMR’s proposed royalty revision raises fiscal take on high-priced metals, targeting windfall gains from...
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Metal Mining : Revised 2026 HPM Reshapes Nickel Ore Economics (OVERWEIGHT)
Metal Mining: Revised 2026 HPM Reshapes Nickel Ore Economics. Latest MEMR decree shifts nickel ore HPM to a multi-variable formula, lifting the...
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Metal Mining: 4Q25 Preview: Less Volume, But Better Margins (OVERWEIGHT)
4Q25E earnings are driven by ASP appreciation and margin expansion, despite muted volume growth across companies in the sector.
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BRIDS Market Pulse: Foreign Investors Ownership on Large-Cap ‘fundamental’ Stocks
JCI gained 5% w-w and closed above the psychological level of 9k, supported by gains in fundamental stocks TLKM, big-cap banks (BMRI, BBRI, BBNI)...
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Metal Mining: Ore Premium Reversal in Jul25
Nickel ore price has risen +19% YTD, while NPI declined -2%, pressuring non-integrated mines from inventory stocking at thin margins.
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