Macro Strategy: The Tailwinds and Trade-Off
Liquidity shows early signs of improvement as SRBI yields fall and IndONIA drops; fiscal disbursement expected to lead recovery further.
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BRIDS Market Pulse : Chart of the week – JCI, LQ45, and IDX80 YTD Performance
Market review: Following 3 weeks of negative performances, JCI staged a rebound of +2.7% w-w, outperforming majority of the EM peers.
317 Views
BRIDS Market Pulse: Chart of the Week – Telco Sector 5-Year EV/EBITDA
The week’s positive performance brought JCI to a 1.2% YTD increase, better than majority of ASEAN EM peers, while foreign investors were still at...
237 Views
BRIDS Market Pulse : Chart of the Week – JCI Vs. IDR
The Indonesian equity market saw continuation of foreign funds inflow (US$131mn) while majority of EM markets experienced outflows during the week.
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BRIDS TMT News - Wednesday, April 30, 2025
GOTO (BUY, TP: Rp110) - Inline 1Q25 Earnings: Flat Topline but Solid Margin Gains in ODS & GTF GOTO booked a 1Q25 net loss of Rp283bn, broadly in...
423 Views