LQ45 Index Rebalance Preview (July): Identifying Potential Index Changes
We have identified 5 potential changes for the LQ45 Index in July. There will also be capping flows for BBCA and BBRI. Historically, adds and...
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Macro Strategy: The Fed Tightens: Can BI Hold the Line?
The Fed Tightens: Can BI Hold the Line? The curve prices in another hike, but historical patterns suggest a more measured yield adjustment than in...
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Indonesia Stabilizes: Three Stocks with Relative Upside
Indonesian equities are stabilizing on an absolute and relative basis. We're considering small positions and selected three relative strength stocks.
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Bumi Resource Minerals (BRMS.IJ) In-Line 1Q26 Earnings Despite Pit Pushback
Maintain Buy with higher TP of Rp1,100, underpinned by elevated gold prices, CPM underground monetization from 3Q27F.1Q26 in-line earnings despite...
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Primer: Bumi Resources Minerals Tbk (BRMS IJ) - Apr 2026
BRMS is poised for a significant production ramp-up, driven by the expansion of its flagship Citra Palu Minerals (CPM) gold mine and the...
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