Macro and Flows Tracker - Positive Market Momentum
While Bank Indonesia's recent meeting highlighted weaker growth signals, stronger expansion of fiscal spending in 2H and election-related funds...
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Thematic: Electric Vehicles
Ecosystem growth as the catalyst for Indonesian EV. EV sales in China have led the EV market growth. BYD and Tesla drive the EV ecosystem.
731 Views
Vale Indonesia (INCO.IJ) - On Track for Growth Acceleration
We expect INCO’s revenue and earnings growth to accelerate in 2H25 and FY26, supported by higher nickel matte payability & ore production.
210 Views
Vale Indonesia - 2Q24 Strong Earnings as Expected, Albeit 1H24 Still Below Seasonal Achievements
2Q24 net profit of US$31mn was still below estimate (39.5%/34.1% of our/ cons. FY24F), however the result was well anticipated.
486 Views
Vale Indonesia - 2Q24 Strong Earnings as Expected, Albeit 1H24 Still Below Seasonal Achievements
2Q24 net profit of US$31mn was still below estimate (39.5%/34.1% of our/ cons. FY24F), however the result was well anticipated.
251 Views