Capital market observer and Director of Purwanto Asset Management\nEdwin Sebayang said the mining sector, especially companies within the\nMIND ID holding, is increasingly attracting investors through the\ncreation of value-added products.<\/p>\n
\u201cMIND ID is carrying out measured operational strengthening and\nconsistently reinforcing the integration of the downstreaming ecosystem\nto support the creation of high value-added products in strengthening\nnational economic sovereignty,\u201d Edwin said in his statement in Jakarta\non Wednesday.<\/p>\n
The holding, he continued, needs to maintain growth, cash flow, and\nprofit margins amid more challenging market conditions in the second\nhalf of 2026.<\/p>\n
This is in line with the positive performance recorded by mining\nissuers under the MIND ID Group throughout the first half of 2026, amid\ncommodity price dynamics and the transition of the global industrial\necosystem.<\/p>\n
He cited PT Vale Indonesia Tbk (INCO), which posted a profit for the\nperiod of 25.24 million US dollars. Meanwhile, PT Timah Tbk (TINS)\nrecorded a net profit of Rp2.71 trillion for the first half of 2026.<\/p>\n
Furthermore, Edwin said state-owned mining issuers still have a\nnumber of attractive catalysts for investors to watch.<\/p>\n
He cited INCO and TINS, whose share prices are considered to be\nheavily influenced by global commodity price developments, realised\nproduction volumes, and the companies\u2019 ability to maintain profit\nmargins.<\/p>\n
\u201cThe prospects for INCO and TINS will be heavily influenced by global\ncommodity price developments, realised production volumes, and the\nability to maintain margins amid a more challenging commodity cycle,\u201d\nEdwin said.<\/p>\n
Meanwhile, Antam (ANTM) is considered to have strong long-term\nprospects through mineral downstreaming and the development of an\nelectric vehicle battery ecosystem, while PT Bukit Asam (PTBA) remains\nattractive for investors seeking cash flow stability and dividends.<\/p>\n
\u201cI see ANTM as still having strong long-term catalysts through\nmineral downstreaming and the development of an electric vehicle battery\necosystem. PTBA remains attractive for investors seeking cash flow\nstability and dividends,\u201d he said.<\/p>\n
The construction of production facilities for the project is located\nin Karawang, West Java, and is targeted to begin commercial operations\nin 2026.<\/p>\n
On the other hand, PTBA\u2019s appeal to investors is supported by a\nrelatively consistent track record of dividend distribution in recent\nyears.<\/p>\n
\u201cThus, investor focus in the second half of 2026 is likely to begin\nshifting from merely pursuing high profit growth,\u201d Edwin said.<\/p>\n
\u201cInvestors are expected to pay increasing attention to earnings\nquality, cash flow sustainability, capital expenditure discipline, and\nthe ability of each issuer to create long-term value for shareholders,\u201d\nhe added.<\/p>", "url": "https:\/\/jawawa.id\/newsitem\/analyst-mining-sector-attracts-investors-through-value-added-products-1787712775", "image": "" }, "sponsor": "Okusi Associates", "sponsor_url": "https:\/\/okusiassociates.com" }