Equity Strategy: Oct25 Picks: Sticking with Banks, Commodities, Telco
We maintain our positive stance on Banks as we expect better liquidity condition to be reflected in Sep25 CoF, combined with attractive yield.
419 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
Healthcare: 2Q25 Preview: Defensive Profile Intact Despite Growth Normalization
We also expect Pharma’s 1H25 earnings to be in-line with 54% run-rate, with KLBF’s intact cost-efficiency, potential quarterly rebound in SIDO.
241 Views
LQ45 Index Rebalance Preview (Jul 2025): Identifying Potential Index Changes
We highlight 2 sets of changes for the LQ45 in July. The forecast adds and deletes have traded in a range over the last few months. Historically,...
851 Views
Consumer Sector Waiting for a Clearer Sign: Between Caution and Catalyst
This continued downtrend suggests that households remain wary of economic uncertainties, particularly with muted wage growth and rising cost of...
214 Views