Special Report

Research

31 March 2023 NEW!

Daily Report | 31 March 2023

The Dow Jones and others closed higher on Thursday (30/03/23), led by technology stocks...

Research

30 March 2023

Daily Report | 30 March 2023

US stocks rallied on Wednesday (29/03/23), with all three major indexes ending up at le...

1 December 2021

Although social-activity restrictions (PPKM) were re-tightened at the beginning of third quarter as Delta-variant struck, Indonesia was able to maintain recovery momentum with 3Q21 GDP growth of 1,55% QoQ or 3.51% YoY.

24 June 2021

Indonesia 2021 Market Outlook – Second Semester

With the economic recovery going slower than expected, projection for Indonesian 2021 GDP growth was cut to 4.1% -5.1%.

11 December 2020

Indonesia 2021 Market Outlook

Under the 2021 Macroeconomic assumptions, the government is targeting an economic growth of 4.5% - 5.5%. If this recovery can be achieved, Indonesia will return to its long-term economic growth. Meanwhile, NHKSI research sets a base case 2021 JCI target of 6,800; which implies a forward P/E of 18.1x. Our top picks for 2021 include: Banking (BBNI, BMRI); Consumer Goods (MYOR, KLBF); Telecommunication (TOWR, TLKM,EXCL); and Property (CTRA, PWON).

11 November 2020

Indonesia Market Insight | Outlook for Post-US Election

Indonesia officially entered into a recession zone after posting negative economic growth for 2 consecutive quarters. However, the JCI drew strength from US election where Joe Biden is projected to be the winner. This is reinforced by the chance that GOP will retain a majority seat in the senate, which would block any policy plans that deemed unfavorable to business. Other than thatwe are trying to identify companies which performed well in 3Q20.

15 October 2020

Sukuk Auction Results | Deflation Holds Interest Rate

Bank Indonesia (BI) has set the BI Seven Days Reverse Repo Rate (BI 7-DRRR) at 4% for the October 2020 period, or has held the benchmark interest rate for 4 consecutive months.

Daily Report | 31 March 2023

Daily Report | 30 March 2023

Indonesia 2022 Market Outlook

Indonesia 2021 Market Outlook – Second Semester

Indonesia 2021 Market Outlook

Indonesia Market Insight | Outlook for Post-US Election

Sukuk Auction Results | Deflation Holds Interest Rate

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