Timah (TINS.IJ) Operational Comeback Drives 1H26 Beat; Firm ASP to Support 2H26 Earnings
Maintain Buy with higher TP of Rp4,800, based on 8.0x FY26F P/E (+1 s.d. 3-year mean) amid structural global tin deficits.
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LQ45 Index Rebalance Preview (July): Identifying Potential Index Changes
We have identified 5 potential changes for the LQ45 Index in July. There will also be capping flows for BBCA and BBRI. Historically, adds and...
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Macro Strategy: The Fed Tightens: Can BI Hold the Line?
The Fed Tightens: Can BI Hold the Line? The curve prices in another hike, but historical patterns suggest a more measured yield adjustment than in...
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Primer: Timah Persero (TINS IJ) - May 2026
Government Crackdown on Illegal Mining to Drive Volume Recovery: The Indonesian government's intensified efforts to curb illegal tin mining are...
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The Stocks to Own in ASEAN – Vol. 56
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Portfolio changes: Five stocks remain; nine stocks were...
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