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Securities

ECONOMIC UPDATE – BoP Review Bitter sweet results

February 15, 2019

The negative import growth of China in December has made Indonesia export to experience -4.6% YoY growth and made the trade balance remained high at USD 1.1 bn.

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Securities

ECONOMIC UPDATE - What to Expect To be Pessimistic or Optimistic?

February 15, 2019

Bank Indonesia (BI) will start its two-day board of governor meeting in Feb 20 and announced the result in Feb 21.

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Securities

ECONOMIC UPDATE – Inflation - Entering new year with lower inflation

February 11, 2019

Initially, we expect that airlines baggage fee will push transportation inflation higher in January.

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Securities

ECONOMIC UPDATE - What to Expect - Focus on Domestic Quarterly Data

February 11, 2019

Bank Indonesia (BI) is expected to release 4Q18 balance of payment data (BoP), including the current account deficit (CAD) data, on Feb 8.

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Securities

ECONOMIC UPDATE – GDP - Robust growth sustained amid global volatility

February 11, 2019

Industry wise, the main source of growth came from services sector especially trade and communication.

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Securities

ECONOMIC UPDATE – Inflation - Well managed inflation for 2018

January 17, 2019

There are some concerns of government’s opportunity to raise subsidized fuel price after 2019 election.

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Securities

ECONOMIC UPDATE - What to Expect - FOMC Meeting, Trade Talk and Indonesia’s inflation

January 29, 2019

President Trump has promised to raise the tariff rate on USD 200 bn in Chinese imports to 25% from 10%.

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Securities

ECONOMIC UPDATE - Monetary Review - Wait-and-see stance maintained

January 21, 2019

Indonesia’s investment growth was still high at 6.96% YoY in 3Q18 and BI still see the growth will be above 6% YoY in both 4Q18 and 1Q19.

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Securities

Market Outlook 2019: Equity Strategy

November 12, 2018

With national elections around the corner, Jokowi seems to be backtracking on his reform agenda with a string of populist measures. Jokowi plans to keep electricity tariffs and fuel prices unchanged over the next two years by hiking energy subsidies in draft state budget 2019.

Securities

ECONOMIC UPDATE – External trade review - Welcome to Global Slowing Down Era

January 18, 2019

Lower oil price started to take oil and gas import down as December figure denoted negative growth.

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Securities

Market Outlook 2019: Banking Sector

November 12, 2018

Although have been aggressively adjust the time deposit pricing, the effect on bottom line is manageable as time deposit does not dominate the big banks’ book. Certain smaller banks, such as BBTN would also have better protection again NIM pressure as sizeable portion of their lending is...

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Securities

Market Outlook 2019: Heavy Equipment Sector

November 12, 2018

We believe solid backlog order until October 2019 for mining equipment as miners need to increase production and replace ageing equipment will support our view.

Securities

Market Outlook 2019: Coal Sector

November 12, 2018

We expect thermal coal prices next year could average around 6% less than in 2018 amid the prospect of slackening Chinese and Indian import demand and higher supply from Indonesia.

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Securities

Market Outlook 2019: Oil and Gas Sector

November 12, 2018

OPEC has faced some difficulties balancing the market due to unexpected supply disruptions within the OPEC, especially for Venezuela and Libya.

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