BRIDS Market Pulse : Chart of the week – Nov24-end Domestic Fund Sector Positioning
JCI rose 3.8% wow, partly driven by foreign funds inflows particularly into INDF, ASII BREN, UNTR, and GOTO, which more than offset the persisting...
224 Views
Astra Internasional (ASII) - Not yet Time to Turn Positive
Recent findings and recalls from Toyota and Daihatsu Japan, and also ASII, create persisting negative ST sentiment on ASII’s share price.
221 Views
Astra Internasional - ICE Should Sustain Its Dominance in the 4W Market, but Lacks ST Catalysts
Our study concludes that the economic benefit of hybrids/EV in Indonesia is still in question, hence ICE should sustain its dominance.
333 Views
Equity Strategy: Riding the Wave of Earnings Growth, Strong IDR and Liquidity Catalysts
We raise our FY24-end JCI target to 8,238; our preferred picks are the high beta stocks, namely BBCA, BBNI, ARTO, CTRA, SMRA, ASII, GOTO.
384 Views
Macro Strategy & Flows Trackers: More Signals
The main takeaways from the most recent Fed Beige Book suggest moderating economic growth in recent months, implying a Fed pause.
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