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ANTAM (IDX: ANTM): Operational Momentum, Expansion Ahead, Valuation Still Attractive
676 Views14 May 2025 19:27
ANTAM's Q1 2025 EBITDA surges over 250% YoY due to strong gold and nickel sales, plans for new plants in East Halmahera to boost battery-grade nickel output, stock undervalued at 7x forward P/E.
What is covered in the Full Insight:
- Company Overview
- Financial Performance Overview
- Segmental Analysis
- Strategic Investments and Expansion
- Key Risks and Challenges
Boomeranged on Thu, 29 May 2025 21:03
ANTAM is pursuing a $500 million syndicated loan to support its expansion plans, particularly in nickel processing and battery materials. This move aligns with Indonesia’s strategy to become a key player in the electric vehicle (EV) supply chain.
We note that the stock has rallied by more than 20% in the last 2 weeks but we believe it still remains attractive.
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