IDX30/LQ45/IDX80 Index Rebalance: Plenty of Change with 4 Days to Trade
There are 2 constituent changes for the IDX30 Index, 5 for the LQ45 Index, and 7 for the IDX80 Index to be implemented at the close on 31 October....
702 Views
Earnings Delivery, Reasonable Valuations, Healthy Balance Sheet - Ten Stocks in ASEAN
We identify stocks in ASEAN with consistent EPS est upgrades, strong growth forecasts, low debt/equity, and PEG<1.3x. Ten stocks meet the...
556 Views
BRIDS Market Pulse: Chart of the Week – Banking Sector’s P/BV Band Chart (5-Year)
The index’s performance was driven by a combination of large-cap ‘fundamental’ stocks (i.e., BBRI +11% w-w, TLKM 13%, BBCA +5%, BMRI +4%) and...
238 Views
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).
213 Views
Macro Strategy: Riding The Tailwinds
Positive momentum continues as bond yields fell on global trends, driven by rate cut expectations and more dovish policy shifts.
232 Views