BRIDS Market Pulse: Chart of the week – Consumer Sector P/E Band
JCI posted a second consecutive week of sharp correction, down - 4.7% w-w, putting the market as the worst performer within EM YTD (-8.2% YTD).
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Banks: K-shape Earnings Recovery Could Weigh on Margin and Asset Quality (NEUTRAL)
We expect positive FY26 earnings growth for banking sector (+5.1% yoy) driven by higher loan growth offsetting the lower NIM in FY26F.
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BRIDS Market Pulse: Chart of the Week – JCI Metals Sector Vs. Gold Price
JCI recorded a -0.8% correction amid a shortened trading week, mainly driven by declines in conglo names (e.g., DSSA, BRPT, BRMS), as market...
173 Views
BRIDS Market Pulse: Chart of the Week – JCI Market Cap Conglo Vs. Ex-Conglo
JCI’s correction was driven primarily by declines in conglo names (e.g., BREN, CUAN, BRPT, BUMI, DEWA), alongside noticeably weaker retail...
261 Views
Equity Strategy: FY26 Outlook: Still a Stock Picker’s Market Amid Gradual Growth Recovery
We set the FY26-end JCI target at 9,440; Our bottom-up total-return screen highlights BBCA, ISAT, JPFA, ASII, KLBF, AADI, NCKL, ICBP as key picks.
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