BRIDS Market Pulse: Chart of the week – NPI price
Market: JCI rallied +2.5% w-w, in-line with majority of the EMs and the weaker DXY amid benign developments from the global trade tariffs.
230 Views
BRIDS Market Pulse : Chart of the Week – BBRI Vs. Rate Cut
JCI ended the week up +0.9% wow, amidst mixed performances for the other EMs. Foreign funds recorded a slight inflow (+US$14.9mn), aided by flows...
472 Views
Equity Strategy: Potential Winners from BI’s Surprise Rate Cut
The period of policy rate cut was historically positive for JCI, which delivered 21% return during FY16-18 125bps rate cut.
451 Views
FY25 Outlook: Attractive Valuation Emerges as Headwind and Soft Growth Outlook Are Priced In
Despite external headwinds on Rupiah and liquidity, we believe JCI valuation has currently priced in a soft growth outlook for FY25.
573 Views
BRIDS Market Pulse : Chart of the week – Nov24-end Domestic Fund Sector Positioning
JCI rose 3.8% wow, partly driven by foreign funds inflows particularly into INDF, ASII BREN, UNTR, and GOTO, which more than offset the persisting...
491 Views