Primer: Bukalapak.com PT Tbk (BUKA IJ) - Nov 2025
Strategic pivot to an asset-light model, exiting the competitive physical goods marketplace to focus on higher-margin digital products and...
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The Stocks to Own in Asia – Vol. 50
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Portfolio changes: Four stocks remain, 10 stocks added.
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BRIDS Market Pulse: Chart of the Week – JCI P/E Band (10-Year)
MSCI’s Aug25 review announced the inclusion of DSSA and CUAN into the index, with exclusion of ADRO (into MSCI Small Cap).
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Equity Strategy: 2H25: Positioning for a Growth Rebound
We raise our JCI target to 7,960, factoring in premium from anticipated flow into conglo-group stocks, despite our lower FY25 EPS growth f’cast.
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BRIDS Market Pulse - Monday, 11 August 2025
JCI finished the week flat (-0.1% w-w), underperforming most of the EM peers. Despite positive surprise from 2Q25 GDP numbers...
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