Indofood CBP (ICBP.IJ) A Compelling Entry Point Ahead of the Expected FY26 Recovery
ICBP’s recent selloff appears overdone, while fundamentals remain intact and 4Q25 should see a seasonal uplift from festive demand.
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BRIDS Market Pulse: Chart of the week – BBCA’s P/BV band chart (5-year)
JCI rose to reach another all-time high level of 8,600, before closing the week +1.1% w-w, lifting YTD performance to +20.2%.
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BRIDS Weekly Update Economic & Fixed Income Research Monday, Dec 1, 2025
Rate Cut Bets Rise. The market is currently almost fully pricing in a rate cut at the final FOMC meeting of 2025 in December. This shift has pushed...
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Bank Central Asia (BBCA.IJ): Higher Volume and Better Asset Quality to Drive Earnings Growth
Driven by lower earning asset yield amid lower interest rate environment, offsetting the lower CoF, we expect lower NIM for FY26F.
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Coal: Demand Outlook Remains Soft, Though Seasonal Price Strength Still in Play (NEUTRAL)
Weak demand is partly balanced by constrained Indonesia’s production; government’s plan to cap 2026 production should be viewed positively.
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