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Inflation Update – December 2023
– Inflation in December 2023 was recorded at 2.61% y-y / 0.41% m-m, inline with our estimates of 2.56% (Cons: 2.82%). Core inflation follows a continued disinflation trend, reaching a 23-month low at 1.80% y-y. The main contributor to the annual inflation remained unchanged in December. – Volatile Food inflation eased to 6.73% y-y/1.42% m-m, […]
What to Expect in 2024
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. Despite our 5% FY24 EPS growth forecast, we see support from more social aid, better liquidity and the next govt’s growth policies. We retain our FY24-end JCI target of […]
Daily Commentary (14-Mar): INDOGB Yield Fell Slightly Ahead of Tuesday’s Auction; Consensus Expects Trade Surplus Continued in February
[08:49, 3/15/2022] Inge mansek: The JCI and INDOGB went up slightly ahead of Tuesday’s bond auction, while the rupiah fell against the USD. The JCI rose 0.4% to a record close of 6,952.2 (+0.9% MTD or +5.6% YTD), and foreign investors reported net inflow of Rp1.1tn (net outflow of Rp5tn MTD or net inflow of […]
BNIS Fixed Income Daily Notes (15/3/22)
Analisa Perdagangan Obligasi (Senin, 14/3) Harga obligasi berdenominasi Rupiah bergerak variatif pada rentang yang terbatas di awal pekan ini. Yield SUN Benchmark 5-tahun (FR0090) berada di level 5,54%, sementara untuk yield SUN Benchmark 10-tahun (FR0091) tercatat di level 6,70%. Sedangkan untuk SBN berdenominasi USD, yield INDON-26 tercatat di level 2,87%(+2bps) sementara yield INDON-31 dan INDON-51 […]
Insight
What to Expect in 2024
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. Despite our 5% FY24 EPS growth forecast, we see support from more social aid, better liquidity and the next govt’s growth policies. We retain our FY24-end JCI target of […]
Daftar sektor saham di BEI
Mulai 25 Januari 2021, Bursa Efek Indonesia telah mengimplementasikan klasifikasi baru atas sektor dan industri perusahaan tercatat yang bernama Indonesia Stock Exchange Industrial Classification (IDX-IC) Terdapat 12 sektor saham yang telah diklasifikasikan. Berikut ini daftar saham per sektor: 1. IDXENERGY( Sektor Energi) IDX-IC Energy Sektor energi mencakup : ● Perusahaan yang menjual produk dan jasa terkait […]
Lowering Bond Issuance Target
The government keeps holding bond auctions amid rising risk-off sentiment. As scheduled, the government will have another government bond auction today, targeted to issue Rp20tn (maximum issuance: Rp30tn) or lower than the previous auction target of Rp23tn (max.: Rp34.5tn). The government will offer two SPN series, i.e., 3-mo and 1-yr tenors, and reopen five fixed-rate […]
