Top Stories
Company Update | Central Omega Resources (DKFT IJ/BUY/Rp675/Target: Rp820)
Despite a 35% RKAB quota cut limiting 2026 sales to 1.93m wmt, higher nickel ore prices under the new HPM benchmark should support DKFT’s earnings, with net profit projected at Rp633b (+10.3% yoy). A potential Jul 26 RKAB revision could lift volumes. Meanwhile, Rp300b capex is allocated for IUP acquisitions and JO opportunities through MBR to support longer-term growth. Maintain BUY with a lower target price of Rp820.
Technical Analysis
Sinergi Inti Andalan Prima | INET IJ
Trading Buy Range: We have a technical Buy at Rp222, and take profit at Rp240.
Kawasan Industri Jababeka | KIJA IJ
Trading Buy Range: We have a technical Buy at Rp140, and take profit at Rp150.
Top Stories
Company Update | Central Omega Resources (DKFT IJ/BUY/Rp675/Target: Rp820)
Despite a 35% RKAB quota cut limiting 2026 sales to 1.93m wmt, higher nickel ore prices under the new HPM benchmark should support DKFT’s earnings, with net profit projected at Rp633b (+10.3% yoy). A potential Jul 26 RKAB revision could lift volumes. Meanwhile, Rp300b capex is allocated for IUP acquisitions and JO opportunities through MBR to support longer-term growth. Maintain BUY with a lower target price of Rp820.
Technical Analysis
Sinergi Inti Andalan Prima | INET IJ
Trading Buy Range: We have a technical Buy at Rp222, and take profit at Rp240.
Kawasan Industri Jababeka | KIJA IJ
Trading Buy Range: We have a technical Buy at Rp140, and take profit at Rp150.
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