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

BRI Danareksa Research

As a one-stop financial solution with the vision to be the most valuable securities house, BRI Danareksa Sekuritas (BRIDS) has maintained an excellent track record and extensive experience in the capital market as an underwriter, broker, and financial advisor for individual, institutional, foreign and domestic, private and government clients. Established in 1992, PT Danareksa Sekuritas is a securities company that performs activities as a securities broker, underwriter, or arranger and financial advisor. Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

External broker reports(aggregated public sources)

Climate Change Will Alter the Global Picture of Food Security

As a one-stop financial solution with the vision to be the most valuable securities house, BRI Danareksa Sekuritas (BRIDS) has maintained an excellent track record and extensive experience in the capital market as an underwriter, broker, and financial advisor for individual, institutional, foreign and domestic, private and government clients. Established in 1992, PT Danareksa Sekuritas is a securities company that performs activities as a securities broker, underwriter, or arranger and financial advisor.

Thematic (Sector/Industry)

Indonesia Financials / Thematic (Sector/Industry)

<ul><li>Headline inflation moderated faster due to robust food supply, while core inflation was the lowest in 11 months</li><li>A surge in rice prices reflected the government’s decision to raise the HET price, while lower non-subsidized fuel prices, despite its insignificant weighting in the inflation basket, will further support the disinflation print</li><li>At the moment, depending on the intensity, El Nino is the major threat to inflation, which may potentially lead to lower supply of both rice and CPO.</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

Headline inflation moderated faster due to robust food supply, while core inflation was the lowest in 11 monthsA surge in rice prices reflected the government’s decision to raise the HET price, while lower non-subsidized fuel prices, despite its insignificant weighting in the inflation basket, will further support the disinflation printAt the moment, depending on the intensity, El Nino is the major threat to inflation, which may potentially lead to lower supply of both rice and CPO.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Strategy - Faster Moderation but Weather Risk is Rising