BRIDS Market Pulse: Chart of the Week – Banking Sector’s P/BV Band Chart (5-Year)
The index’s performance was driven by a combination of large-cap ‘fundamental’ stocks (i.e., BBRI +11% w-w, TLKM 13%, BBCA +5%, BMRI +4%) and...
238 Views
IDX30/LQ45/IDX80 Index Rebalance: Changes Across the Indices
There are 2 constituent changes each for the IDX30 Index and the LQ45 Index, and 3 constituent changes for IDX80 Index to be implemented at the...
787 Views
IDX30/LQ45/IDX80 Index Rebalance: Few Changes
There is 1 constituent change for the IDX30 and 2 for the IDX80, nothing for the LQ45. Flow and impact are material for the IDX30 index changes.
650 Views
Coal: Steady Dividend Stream to Cushion Normalizing Coal Price...
We cut the sector’s rating to Neutral; despite declining earnings, the sector continues to offer an attractive dividend yield (FY25 avg. 11%).
243 Views
BRIDS Market Pulse: Chart of the Week – China Coal Inventory at Port
The outflow was still dominated by the large-cap banks with coal stock AADI also among the top-5 stocks sold by foreign investors.
383 Views