Primer: MD Pictures Tbk PT (FILM IJ) - Dec 2025
Dominant Market Leader with Strong Content Slate: MD Pictures is Indonesia's largest film production house, consistently delivering box office...
181 Views
LQ45 Index Rebalance Preview (July): Identifying Potential Index Changes
We have identified 5 potential changes for the LQ45 Index in July. There will also be capping flows for BBCA and BBRI. Historically, adds and...
569 Views
Macro Strategy: 2026: Navigating the Rate and Yield Transition
We expect 2026 INDOGB yields at 5.62%–6.14% (5.9% yr-end baseline), supported by expected rate cuts, stable IDR and foreign ownership.
169 Views
BRIDS Market Pulse: Chart of the Week – ICBP P/E Band – Core Profit
JCI rose 1.5% w-w, outperforming majority of EM peers (except for Korea’s Kospi index +4.4% w-w), bringing YTD performance to 21.9%.
164 Views
Macro Strategy: 2026: Reassessing the Investment Cycle
Manufacturing-led FDI now anchors investment growth, lifting GFCF and widening regional benefit with Ex-Java areas benefiting the most.
135 Views