XA Market Update Report | Fundamentals Say Go, Conditions Say No
We project JCI to begin rebounding back in the 2H26 to the range of 9,500-9,700. We have downgraded our JCI base case from 10,000.
Fixed Income News | Perang Picu Kekhawatiran Stagflasi, Harga Obligasi Global Turun Tajam
Harga obligasi pemerintah global merosot menuju kerugian bulanan terbesar dalam lebih dari setahun karena investor mempertimbangkan risiko dari perang berkepanjangan di Timur Tengah terhadap inflasi dan pertumbuhan ekonomi.
Daily Report | 31 Mar 2026
Oil prices were generally higher on Monday in volatile trading, as escalating Middle East tensions contradicted U.S. claims of ongoing peace talks with Iran. Yemen’s Houthi group joined the conflict by attacking Israel, further expanding the war now entering its second month.
PT Charoen Pokphand Indonesia Tbk. (CPIN) – Earnings Take Flight on Strong Poultry Prices
CPIN delivered a solid FY25 performance, with revenue growing +5% YoY to IDR 70.7 tn. 4Q25 revenue rose +13% YoY (+15% QoQ) to IDR 20.1 tn.
Pantai Indah Kapuk Dua Tbk. (PANI) – Stellar Performance Despite Challenging Headwinds
Pantai Indah Kapuk Dua (PANI) reported a substantial 83% YoY net profit increase to IDR 1.15 trillion for FY25, driven by handovers in the CBD PIK2 area.
Fixed Income News | Obligasi dan Sukuk RATU Oversubscribed 6,8 Kali, Permintaan Tembus Rp5,46 Triliun
PT Raharja Energi Cepu Tbk (RATU) mencatatkan minat investor yang sangat kuat dalam proses bookbuilding Penawaran Umum Obligasi I Raharja Energi Cepu Tahun 2026 dan Sukuk Wakalah I Raharja Energi Cepu Tahun 2026
Daily Report | 30 Mar 2026
Most Asian stocks rose on Friday after U.S. President Donald Trump postponed strikes on Iran, offering temporary relief to markets. However, the prospect of a prolonged conflict continued to weigh on regional sentiment. The JCI declined again by -0.94%, closing at 7,097.1.
Daily Report | 27 Mar 2026
The JCI extended its correction, dropping 1.89% to close at 7,164.1. The extreme volatility seen in global markets over the past week is expected to spill over into Indonesia, with pressures coming from declining gold and commodity prices that could weigh on commoditylinked stocks.
Fixed Income News | Pasar SUN RI Tawarkan Cuan, Tapi Rapuh dari Sisi Risiko
Pasar Surat Utang Negara (SUN) tampaknya mulai kembali diburu investor setelah sempat tertekan oleh aksi jual pada sesi perdagangan kemarin. Kamis (26/3/2026), pergerakan yield SUN cenderung menurun di hampir seluruh tenor, terutama pada tenor pendek hingga menengah yang menandakan aksi beli kembali terjadi.
