Telco: FY26 Outlook: Sustained Mobile Momentum and Upside from Fiber Transformation
We maintain an Overweight on the sector, supported by resilient mobile momentum and selective catalysts from ongoing fiber transformation.
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Solusi Sinergi Digital (WIFI IJ) 3Q25 Earnings Weighed by Early-Stage Investment...
The company guides for 3mn FTTH homeconnect and 5mn 5G FWA subs by 26F, supported by partnership with local contractors and RT/RW Net.
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Macro Outlook 2026: The Year of Transmission – From Policy to Impact
Volatility at the Forefront. Early 2025 was marked by sharp market volatility driven more by abrupt policy shifts than weakening fundamentals.
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BRIDS Weekly Update Economic & Fixed Income Research Monday, Dec 15, 2025
A strong dollar, high yields, and tight liquidity weighed on sentiment, while brief relief from easing geopolitical tensions quickly faded.
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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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