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BRI Danareksa Research

BRI Danareksa Research
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BRI Danareksa Research

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Indonesia Equity Bottom-Up Thematic (Sector/Industry)
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17 Dec 2025 08:14Broker

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.

bullishMacroeconomics
17 Dec 2025 08:12Broker

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.

bullishMacroeconomics
17 Dec 2025 08:10Broker

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.

17 Dec 2025 08:08Broker

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...

13 Dec 2025 02:21Broker

XLSmart Telecom Sejahtera (EXCL.IJ) Positioned for Post-Merger Upside

Network integration will boost coverage, capacity, and efficiency, hence positioning EXCL for stronger traffic and sustained yield gains.

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