BRIDS Market Pulse: Chart of the week – JCI vs. LQ45 Forward P/E Band
Selling pressure was most visible in index-aspirant names (IMPC, BUMI, MORA), followed by several MSCI-heavy / large-liquid names (BREN, BRMS,...
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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)...
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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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BRIDS Market Pulse: Chart of the week – JCI vs. LQ45 Forward P/E Band
In terms of performance, however, the market was mainly driven by the conglo names (BUMI +54.6% w-w, BRMS +25.5%, DSSA), while the fundamental...
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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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