Primer: Semen Indonesia Group (SMGR IJ) - Aug 2026
Market Leader Navigating Headwinds: As Indonesia's largest cement producer, Semen Indonesia (SIG) commands a significant market share but faces...
95 Views
CrossASEAN Indonesia Strategy - Parting Clouds
The Indonesian stock market was down 2% over the last year despite a flurry of inflows in the summer but this year looks interesting with a new...
819 Views
IDX30/LQ45/IDX80 Index Rebalance: Big Impact for BREN on Friday
There are 2 constituent changes for the IDX30 Index, 1 for the LQ45 Index, and 3 for the IDX80 Index to be implemented at the close on 30 January....
415 Views
BRIDS Market Pulse: Chart of the week – Metal sector vs. gold price
Foreign investors have continued to de-risk on largecap banks, namely BBCA (-US$195mn w-w, YTD: US$1.4bn) and BMRI (- US$45mn w-w, YTD: US$814mn).
350 Views
Cement: Lack of Long-Term Catalysts Despite 2H25 Potential Recovery
1H25 overall volume to remain subdued at -1%yoy; 2H25 potentially recover (~+1%yoy), mainly driven by gov’t spending acceleration.
256 Views