Oil and Gas: Fragile Recovery: Not Out of the Red Yet
The global crude oil prices showed a hike in Apr-2024 with average Brent spot price stood at USD89.0/BBL and WTI at USD84.4/BBL, respectively...
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Equity Strategy: FY24 Outlook: The Road to JCI 8,000
JCI’s 13x PE implies room for a rerating if growth improves, while Indonesia’s resilient economic growth offers downside protection.
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Equity Strategy: 3Q23 EPS growth improved, expect more growth catalysts in 4Q23
The market’s overall earnings improved in 3Q23 with operating profits growth rebounding to -4% yoy/+13% yoy ex-mining vs. 2Q23’s -6%/+11% yoy
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Macro Strategy: KTA: Meeting with Bank Indonesia
In our recent well-attended BRIDS Roundtable session, we hosted Mr. Indra Astrayuda, the Deputy Director of the Monetary Economic Policy Department...
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BRI Danareksa Debt Research, Weekly Report, August 29, 2023
Powell’s hawkish tone in Jackson Hole The Fed’s chairman’s speech last Friday on annual Jackson meeting emphasized the potential need for The Fed...
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