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    Category: petrochemicalHome

    2022 Record Breaking

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    by author   ·  April 3, 2023  

    Records are meant to be broken. Year 2022 was the culmination of financial and commodities sectors. Record profits, revenues, margins, etc.   The financial reporting season nearly concludes with some remarkable results.   Commodities Coal prices tripled, fuel price doubled, nickel price spiked, ammonia price breached level not seen before, etc.   ADRO recorded nearly USD 3 billion in profits, with cash ...

    Tailwinds for Exports

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    by author   ·  November 26, 2022  

    Compared to other emerging economies’ currencies, the IDR has not weakened as much against the USD. source: Nikkei Asia On the bright side, a weakening local currency tends to improve profitability of Exporters. So, which exporting Companies might be the beneficiaries? Take WOOD for instance. Foreign exchange gain alone pushed up its profits by IDR 34 billion in ...

    Low PE Stocks

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    by author   ·  May 24, 2022  

    In the ideal stock market world, stock price and value should balance out.     For savvy Investors, the time spent on research etc. is meant to look for this imbalance.   It can be a challenging task, especially when the IHSG index reached all-time high recently. Well, the Q1 2022 reports have exposed some of these stocks.     There is no certainty ...

    2021 High Flyers

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    by author   ·  April 27, 2022  

    Year 2021 could be remembered as the benchmark for economic recovery. The country has emerged strongly from the tip of recession into enviable growth of 3.69%.   The IHSG index has reached all time high as of April 2022; thanks to increasing number of investors, companies’ performance, and foreign investment inflows.   Several top performing Companies in 2021:   ABM Investama ...

    The Era of Commodity Supercycle

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    by author   ·  April 8, 2022  

    Last time the Commodities enter super cycle season was in 2008. Both Soft Commodities (e.g. wheat, corn) and Hard Commodities (e.g. coal, oil) were heating up mainly due to increasing demands from the emerging economies (BRIC, etc). This time around, the super cycle is rather different. The pandemic and the geopolitical situation have all contributed to ...

    Q3/2021 Stock Overview

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    by author   ·  November 24, 2021  

    Reporting season Q3 2021 has produced some surprising results. Several stocks have been performing very well with record revenue and profits.     Manufacturing sector (e.g. INKP) has once again shown resilience surfing through the pandemic.   Those with diversified assets (e.g. SRTG and HRUM) might strongly overperform in the future.        Disclaimer: NOT FINANCIAL / INVESTMENT ADVICE. This article is ...

    Winners of H1 2021

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    by author   ·  August 23, 2021  

    H1 reporting season produces several winners so far. In the period of pandemic, some businesses have shown resilience and remarkably grow their profits by double digits or more.   It is comforting to see that these companies come from various industries, e.g. manufacturing, mining, finance, technology etc. This could be an indicator for better things to come.      Some ...

    IHSG H2 2021 Outlook

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    by author   ·  July 14, 2021  

    First half (H1) 2021 has been rather timid movements for IHSG. While several global indices advanced as high as above 10%, the IHSG dropped by 2%.   The next 6 months (H2) could be the moment to catch up with these global indices, due to the following catalyst: Anticipated blockbuster IPO of GoTo (Gojek Tokopedia). Acceleration of vaccination rates, ...

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    ”Know what you own, and know why you own it.” Peter Lynch

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