Macro and Flows Tracker - Liquidity Headwind
Domestically, weaker growth was signalled by the slowing of Money Supply (M2) growth to 5.5% y-o-y in April, the slowest in four years, partly due...
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Macro and Flows Tracker - Positive Market Momentum
While Bank Indonesia's recent meeting highlighted weaker growth signals, stronger expansion of fiscal spending in 2H and election-related funds...
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El Nino Impact - Beating The Heat
The realization of a strong El Nino would create yield disruption for CPO and other soft commodity products. Our analysis shows that during the...
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Macro and Flows Tracker - Stay Vigilant
While US debt ceiling negotiation remains at a stalemate, inflow appears to have resumed with modest cIDR400b in the 3rd week of May, which we...
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Indofood CBP Sukses Makmur(ICBP IJ): Margins Improvement on the Cards
2023 should be another good year for consumer companies including ICBP as we expect back-to-normal activities. With aggressive price increases in...
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