BRIDS Market Pulse: Chart of the Week – JCI P/E Band (10-Year)
MSCI’s Aug25 review announced the inclusion of DSSA and CUAN into the index, with exclusion of ADRO (into MSCI Small Cap).
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Equity Strategy: 2H25: Positioning for a Growth Rebound
We raise our JCI target to 7,960, factoring in premium from anticipated flow into conglo-group stocks, despite our lower FY25 EPS growth f’cast.
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BRIDS Market Pulse - Monday, 11 August 2025
JCI finished the week flat (-0.1% w-w), underperforming most of the EM peers. Despite positive surprise from 2Q25 GDP numbers...
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BRIDS TMT News - Friday, April 25, 2025
On April 22, 2025, Bukalapak injected a total of Rp656.65bn into 9 of its subsidiaries through affiliated capital increases to strengthen internal...
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BRIDS TMT News - Wednesday, March 19 2025
BUKA delivered 4Q24 bottomline losses Rp958bn mainly due to soft Contribution Margin, losses from investment in BBHI and restructuring costs.
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