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JAKARTA, investor.id – Kebijakan pemerintah menolak penambahan kuota rencana kerja dan anggaran biaya (RKAB) untuk penambangan nikel hingga akhir 2023, diyakini menguntungkan emiten komoditas tersebut. Sebab, hal ini membuat pasokan nikel kian terbatas dan berpotensi mengangkat harganya di pasaran.

Senior Investment Information Mirae Asset Sekuritas Nafan Aji Gusta menilai, kebijakan tersebut menguntungkan bagi perusahaan nikel seperti PT Trimegah Bangun Persada Tbk (NCKL) atau Harita Nickel. Soalnya, beleid terkait penolakan tambahan kuota tersebut akan mengganggu suplai dan permintaan pasar sehingga harga nikel bakal naik….Read More

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