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...
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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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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.
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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.
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Macro Strategy: 2026: The Dual Levers
Indonesia’s growth is driven by steady consumption and increasingly important investment, both forming dual engine for growth expansion.
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