BRIDS Weekly Update Economic & Fixed Income Research Monday, Oct 12, 2026
This Week Key FocusChina Inflation Rate – September 2026 (Wednesday)China Trade Balance – September 2026 (Wednesday)United States Inflation and...
28 Views
Garuda Indonesia (GIAA IJ) Regaining Momentum Through Transformation (NOT RATED)
PMHMETD III could lift GIAA’s GMFI ownership to c.93%, improving earnings contribution with a more meaningful impact from FY27F.
46 Views
BRIDS Monthly Update Economic & Fixed Income Research September 2026
In the US, expectations for further Fed tightening increased, with markets in mid-September pricing an approximately 87% probability of another FFR...
83 Views
Alamtri Resources Indonesia (ADRO.IJ) Coal Laggard with Intact Price Tailwind
We raise FY26/27/28F coking coal assumptions to US$230/ 220/ 200/t, driving earnings upgrades and a higher TP of Rp3,300.
84 Views
Medco Energi International (MEDC.IJ) Solid FY27F Pipeline and AMMN Ramp-Up...
Sambar, Rebonjaro, and Sakakemang lift FY27F production outlook from 170 to 178 mboepd (+4.6% y-y). We also raise our estimate on AMMN contribution...
84 Views