Indonesia: Attractively Valued Amid Good Growth with Low Inflation and CA Surplus
With a real policy rate of +2.23% & 3.5% IDR appreciation ytd, BI saw no need to match the US rate hike. Solid 5%+ RGDP growth with a CA surplus...
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Property - Rallying with Strong Momentum
Indonesian property sector stocks have demonstrated strong performance year to date, outperforming the Jakarta Composite Index (JCI) by 22%
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El Nino Impact - Beating The Heat
The realization of a strong El Nino would create yield disruption for CPO and other soft commodity products. Our analysis shows that during the...
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Macro and Flows Tracker: Currency Strength Boosts Flows
BRI Danareksa Sekuritas Equity Snapshot - April 17,2023Content is external broker report sourced from online content aggregator through publicly...
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Banking: Still on a Solid Footing
We maintain our OVERWEIGHT call on the sector with inline 2M23 monthly results at the bank only level (15.8% of our FY23F).
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