External broker reports(aggregated public sources), BRI Danareksa Research

BRI Danareksa Research

External broker reports(aggregated public sources)

As a one-stop financial solution with the vision to be the most valuable securities house, BRI Danareksa Sekuritas (BRIDS) has maintained an excellent track record and extensive experience in the capital market as an underwriter, broker, and financial advisor for individual, institutional, foreign and domestic, private and government clients. Established in 1992, PT Danareksa Sekuritas is a securities company that performs activities as a securities broker, underwriter, or arranger and financial advisor.

Thematic (Sector/Industry)

<ul><li>Market review: Foreign funds outflow reaccelerated with -US$142mn, largely in big banks (BBCA -US$127mn and BMRI US$65mn), bringing YTD outflow to US$3.8bn.</li><li>Despite this, JCI managed to close flattish (- 0.1% w-w), supported by TLKM (+6% w-w), GOTO (12%) partly offsetting underperformance by the large-cap banks (BMRI -3% and BBCA -2%).</li><li>Our preliminary recap on 2Q25 results indicated that ~55% of companies under our coverage met earnings expectation, while 31% fell short and only 14% beat expectation.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Market review: Foreign funds outflow reaccelerated with -US$142mn, largely in big banks (BBCA -US$127mn and BMRI US$65mn), bringing YTD outflow to US$3.8bn.Despite this, JCI managed to close flattish (- 0.1% w-w), supported by TLKM (+6% w-w), GOTO (12%) partly offsetting underperformance by the large-cap banks (BMRI -3% and BBCA -2%).Our preliminary recap on 2Q25 results indicated that ~55% of companies under our coverage met earnings expectation, while 31% fell short and only 14% beat expectation.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

BRIDS Market Pulse: Chart of the Week – Domestic Funds’ Positioning in Key Sector

Macroeconomics

<ul><li>A combination of slight foreign funds outflow and local funds selling has driven a JCI correction of -0.8% wow.</li><li>Foreign funds flow returned to negative, albeit relatively lighter (at -US$169mn) compared to prior weeks.</li><li>The outflow was still dominated by the large-cap banks with coal stock AADI also among the top-5 stocks sold by foreign investors.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

A combination of slight foreign funds outflow and local funds selling has driven a JCI correction of -0.8% wow.Foreign funds flow returned to negative, albeit relatively lighter (at -US$169mn) compared to prior weeks.The outflow was still dominated by the large-cap banks with coal stock AADI also among the top-5 stocks sold by foreign investors.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

BRIDS Market Pulse: Chart of the Week – China Coal Inventory at Port

Indonesia

PT Rukun Raharja Tbk operates transmission lines and distributes natural gas to industry.

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Rukun Raharja (RAJA IJ)

BRIDS Market Pulse: Chart of the Week – Domestic Funds’ Positioning in Key Sector

Market review: Foreign funds outflow reaccelerated with -US$142mn, largely in big banks (BBCA -US$127mn and BMRI US$65mn), bringing YTD outflow to...

BRI Danareksa Research

BRIDS Market Pulse: Chart of the Week – China Coal Inventory at Port

The outflow was still dominated by the large-cap banks with coal stock AADI also among the top-5 stocks sold by foreign investors.

BRI Danareksa Research

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