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Vale Indonesia Tbk (INCO IJ)
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92
Analysis
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Indonesia
PT Vale Indonesia Tbk produces nickel in matte, an intermediate product, from lateritic ores at its integrated mining and processing facilities near Soroako, Sulawesi
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bullish
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Thematic (Sector/Industry)
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28 May 2024 19:46
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Broker
Metal Mining: Better earnings prospect from possible price bottoming (OVERWEIGHT)
We believe the supply surplus may be buffered by demand from batteries and SS; our FY24-25F Ni price assumptions at US$18k/17.5k/t
BRI Danareksa Research
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186 Views
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bullish
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Thematic (Sector/Industry)
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06 Dec 2023 19:46
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Broker
Nickel: Expect NPI Price to Decouple and Stabilize
While we expect LME nickel price to decline further in FY24F, we project NPI price will decouple and stabilize at US$14k/t.
BRI Danareksa Research
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330 Views
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bullish
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Thematic (Sector/Industry)
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07 Sep 2023 07:11
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Broker
Metal Mining - Expect nickel price and margins to stabilize, but volume will be key drivers in 2H23
Using China NPI price as a proxy, we noted that price have bottomed in USD13,182/ton in July 2023, following weakness since 2Q23 due to oversupply...
BRI Danareksa Research
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356 Views
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bullish
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Thematic (Sector/Industry)
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09 Aug 2023 07:51
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Broker
Strategy - Sustaining Growth
The anticipated fiscal expansion and infusion of election funds are poised to bolster consumption within the broader economy.
BRI Danareksa Research
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275 Views
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bullish
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Thematic (Sector/Industry)
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06 Jun 2023 09:50
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Broker
Macro and Flows Tracker - Liquidity Headwind
Domestically, weaker growth was signalled by the slowing of Money Supply (M2) growth to 5.5% y-o-y in April, the slowest in four years, partly due...
BRI Danareksa Research
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283 Views
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