Metal Mining: Aug24 Metal Sector Update: Supports for Tin Price
Tin price strengthened to US$32k/t in Aug24, as inventory (SHFE and LME) and Indonesian exports fell -23% mom. Nickel ore supply remained tight,...
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Metal Mining: Jul24 Update: Weaker Nickel and Tin Price, Despite Tight Ore Supply (OVERWEIGHT)
Tin price weakened in Jul24 despite a tight supply in China and declining inventory levels globally. Nickel prices stabilized in Jul24.
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MS-Indonesia Index Earning Revision (Aug): Telkom Indonesia, XL Axiata, Indo Tambangraya Megah
We analyzed MS-Indonesia's consensus for Aug 2026 and highlighted changes of EPS in Telkom Indonesia (TLKM IJ), XL Axiata (EXCL IJ), Indo...
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Metal Mining: Strong Qoq Earnings Growth on Higher ASP, Expect 1H24 to Be Mixed
We estimate the sector’s 2Q earnings to proliferate on the back of a stronger ASP and volume, yet still leading to a slightly below 1H.
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The Week That Was in ASEAN@Smartkarma - Berli Jucker's Big C, Matahari Department Store, and BREN
The past week saw insights on Berli Jucker (BJC TB), Matahari Department Store (LPPF IJ), Sermsuk PCL (SSC TB), Barito Renewables Energy (BREN IJ),...
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