Coal Mining Sectoral Update July 9, 2025
AADI’s net profit declined by -29.2% YoY to USD196.0 mn, mainly due to a lower revenue by -11.4% YoY given ASP contraction by - 11.1% YoY.
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Coal: Steady Dividend Stream to Cushion Normalizing Coal Price...
We cut the sector’s rating to Neutral; despite declining earnings, the sector continues to offer an attractive dividend yield (FY25 avg. 11%).
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Coal Sectoral Update December 3, 2024
China's coal inventory reached its peak in Sep-24 at 642.4mn tons, marking a robust demand of +22.7% YoY. This was supported by import volume of...
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Coal Sector: Rising Indonesia Production, but Demand and Cost Curve Remain Supportive for Price
Indonesia’s Jul24 coal production rose +10.7% mom/ +3.2% yoy to 72Mt, driving an improved 7M24 growth to 5.8% yoy (477Mt).
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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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