Indo Downgrade: Run Away or Buy?
Indonesia's emerging market status under review due to market anomalies, a focus on increasing free float, and tycoons selling stakes to raise...
235 Views
MS-Indonesia Index Earning Revision (Sep): Barito Pacific, Bukit Asam, Adaro Andalan Indonesia
We analyzed MS-Indonesia's consensus for Sep 2026 and highlighted changes of EPS in Barito Pacific (BRPT IJ), Bukit Asam (PTBA IJ), Adaro Andalan...
90 Views
BRIDS Market Pulse: Foreign Investors Ownership on Large-Cap ‘fundamental’ Stocks
JCI gained 5% w-w and closed above the psychological level of 9k, supported by gains in fundamental stocks TLKM, big-cap banks (BMRI, BBRI, BBNI)...
196 Views
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.
124 Views
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