Oil prices edged lower on Monday but remained near six-month highs. Markets stayed cautious ahead of a third round of nuclear talks between the U.S. and Iran, and amid rising global economic uncertainty following U.S. tariff volatility. Indonesia’s benchmark stock index (IHSG) strengthened again, up 1.5% to 8,396.08.
CPIN delivered a stronger 3Q25 performance after softer conditions in 2Q25. Revenue increased +5% YoY (+14% QoQ) to IDR 17.54 tn, supported by a rebound in broiler prices, which rose +7.9% QoQ to IDR 22,685/kg (vs. IDR 21,021/kg in 2Q25). As a result, 9M25 revenue edged up +1.8% YoY to IDR 50.6 tn, reaching 72% of our FY25F forecast.
Oil prices slipped in Monday trading after President Trump announced plans to raise U.S. import tariffs, raising concerns over global economic growth and fuel demand. The JCI edged slightly lower, down 0.03% to 8,271.77. Market flows are still expected to favor the commodities sector, which remains a key trading theme this year—particularly oil, alongside gold and nickel.
President Trump’s tariff policy has returned to the spotlight following a landmark SCOTUS ruling that limits the executive’s authority to impose tariffs under the IEEPA.
Continued elevated geopolitical tension along with an ever-changing global trade climate will likely see gold continue to be favored among investors as a safe haven asset class
U.S. stocks closed lower on Thursday after the latest Federal Reserve policy minutes came in more hawkish than expected. Oil prices rose about 2% to a six-month high amid concerns over escalating U.S.–Iran tensions in the Middle East. The JCI declined again, down 0.43% to 8,284.08. Flows today appear likely to remain in the commodities sector, particularly oil, in line with rising oil, gold, and nickel prices.
Today’s Outlook : • US MARKET : U.S. stocks closed higher on Wednesday, although off their … [Read more…]
XA Initiation Report | PT Buana Lintas Lautan Tbk. (BULL) — Unfurling The Sails After Headwinds … [Read more…]
We are initiating a rating at BUY with a TP of 800 due to the Company’s strategic network allowing it to grab higher yielding contracts from the global energy trade.
