reports
- Audrey Celia
- Willinoy Sitorus
ESSA Industries Indonesia (ESSA IJ) - Unlocking Long-term Value Throug...
ESSA is a gas-related downstream seller of ammonia (85% of 2024 revenue) and LPG (15% of revenue). The company has several major projects in the pipeline, including its ammonia-conversion initiative for clean energy (blue ammonia) and Sustainable Aviation Fuel (SAF), both of which have a combined investment of around US$600m and are expected to be completed by 2028. Furthermore, according to several sources, ESSA plans to invest in a large US$1.3b urea project in Tanzania.
- Audrey Celia
- Maskun Ramli
- Willinoy Sitorus
- Adrian Loh Tzum Yung
- Anas Fitri Bin Ahmad
- Audrey Celia
- Colin Lee
- Ejann Hiew
- Jo Yee Ng
- Johnny Yum Chung Man
- Lester Siew
- Willinoy Sitorus
Regional Morning Meeting Notes: Tuesday, August 12, 2025
GREATER CHINA Results Q Technology Group (1478 HK/BUY/HK$13.06/Target: HK$16.60) 1H25: Earnings in line; expect profitability to further improve. Maintain BUY. INDONESIA Small/Mid Cap Highlights ESSA Industries Indonesia (ESSA IJ/NOT RATED/Rp595) Unlocking long-term value through strategic industrial upgrades. MALAYSIA Sector Plantation Inventory continues to build up due...
BN4 KEPPEL CORPORATION LIMITED
01478 Q TECHNOLOGY (GROUP) CO. LTD.
SOP SARAWAK OIL PALMS BERHAD
KIML KIM LOONG RESOURCES BHD
IOI IOI CORP BHD
KLK KUALA LUMPUR KEPONG BHD
GENP GENTING PLANTATIONS BHD
HAPL HAP SENG PLANTATIONS HOLDINGS BHD
MCH MATRIX CONCEPTS HOLDINGS BHD
SDG SD GUTHRIE BHD
- Posmarito Pakpahan
Surya Esa Perkasa (ESSA IJ) - Higher Ammonia Price; Net Profit Could G...
The market expects ESSA’s net profit to grow tenfold this year to US$135m, driven by surging ammonia prices and ammonia production returning to full capacity after the turnaround maintenance in 2021. Meanwhile, the LPG business remains intact, supported by rising LPG prices and efficient production. Currently, ESSA is conducting a feasibility study on CCUS to convert its ammonia plant to produce blue ammonia, a low-carbon ammonia which could be used as an alternative renewable energy source.
- Arsit Pamaranont
- Chun Sung Oong
- John Cheong Ming Chern
- Jonathan Koh
- Julia Pan Mengyao
- Kwanchai Atiphophai
- Malaysia Research Team
- Posmarito Pakpahan
- Sabrina Soh
- Xiu Li Yap
Regional Morning Notes - Thursday, July 21, 2022
GREATER CHINA Sector Insurance: Slight positive impacts on China’s economic reopening, but weaker consumption and structural headwinds to persist in 2H22. Internet: Still looking out for catalysts. INDONESIA Small/Mid Cap Highlights Surya Esa Perkasa (ESSA IJ/NOT RATED/Rp875): Higher ammonia price; net profit could grow ten-fold. MALAYSIA Sector Automobile: While we expect car sales to remain robust in 2H22 on high order backlogs, we see sales normalisation in 2023 on the absence of SST exempt...
- Maskun Ramli
- Posmarito Pakpahan
Surya Esa Perkasa Tbk: 2 directors
Two Directors at Surya Esa Perkasa Tbk sold 68,473,500 shares at 1,360.000IDR. The significance rating of the trade was 100/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two...
Ford Equity International Rating and Forecast Report
Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...
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