BRI Danareksa Research

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

Indonesia Equity Bottom-Up Thematic (Sector/Industry)
bullishMacroeconomics24 Sep 2023 07:35Broker Report

Macro Strategy: Currency Conundrum

Macro StrategyCurrency ConundrumBank Indonesia's stance has remained consistent with a continued emphasis on stabilizing the currency

bullishThematic (Sector/Industry)24 Sep 2023 07:33Broker Report

Poultry: Poised for 4Q23 recovery despite ST headwinds (OVERWEIGHT)

While recent weak broiler prices and higher local corn prices may drive lower 3Q23 earnings (qoq), we maintain our Overweight view on the back of...

bullishGoTo Gojek Tokopedia Tbk PT22 Sep 2023 07:32Broker Report

GoTo Gojek Tokopedia - Positive EBITDA to Sustain GOTO Growth Mode

We see a pathway for GOTO to deliver positive EBITDA towards the end of 2023, given foreseen recovery in GTV in 3Q23 that shall offer momentum in...

bullishMacroeconomics21 Sep 2023 07:47Broker Report

Macro Strategy: KTA: Meeting with BI on SRBI

We note 4 key aspects of SRBI: 1. Rationale. SRBI aims to maximize the utilization of Bank Indonesia's (BI) holdings of Government bonds (SBN) by...

bullishIndonesia 10Y20 Sep 2023 07:02Broker Report

BRI Danareksa Debt Research, Weekly Report, September 19, 2023

US CPI accelerated to 3.7% on the back of rising energy prices (5.6% m-m) which accounted for half of the monthly inflation.