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.
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Vale Indonesia: Struggle Against Weak Nickel Continues
INCO's rally could stall on stagnating nickel, which drove down Q2/25 ROE and margins to near zero, and the while the P/B is low, a full derisking,...
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Vale Indonesia: First New Project Guidance, Rating Upgrade
Vale Indonesia reported first guidance for new projects expected to transform its revenue from 100% nickel matte to a roughly 50/50 matte/nickel...
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Vale Indonesia: Still Battling Nickel Price Decline in Q1/25
Vale Indonesia's Q1/25 net income beat on non-core items but core operations declined on an unexpected maintenance-driven volume decline and lower...
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Vale Indonesia: Q4/24 Earnings Drop on Volume, Nickel Price Decline
Vale Indonesia's Q4/24 missed expectations mainly on a revenue drop, driven by a volume and price decline, as core costs edged down, and while...
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