SCM (Surya Citra Media) mempertahankan kepemimpinan prime time dan Rating time prime yang kuat pada Nov’18, sementara drama seri baru milik MNC TV “Fatih di Kampung Jawara” membantu MNC Group mengamankan >30% pangsa pasar. Sementara itu, Trans dan Viva membuat sedikit tantangan untuk dominasi 2 teratas pada Nov’18. Kami...
Inflation came out in-line with our estimate. Inflasi sejalan dengan perkiraan kami. Statistik Indonesia melaporkan CPI tumbuh sebesar 0,27% MoM/3,23% YoY di Nov18, sejalan dengan perkiraan kami di 0,28% MoM/3,24% YoY (dibandingkan konsensus 3,17% YoY). Kontribusi bulanan terbesar berasal dari transportasi (0,1ppt), perumahan (0,06ppt), dan makanan mentah (0,05ppt). Sementara itu,...
Bank yang berada dibawah valuasi kami mencatatkan rerata pertumbuhan laba bersih non-konsolidasi sebesar +12% YoY pada 10 bulan pertama 2018 (10M18), jumlah ini berporsi sebesar 80% dari prediksi setahun penuh 2018 (FY18) konsensus Pertumbuhan laba bersih mayoritas disebabkan oleh turunnya beban provisi sebesar -6% YoY, sementara NIM turun menjadi 5,9%...
Oleh Jameel Ahmad, Global Head of Currency Strategy & Market Research FXTM Optimisme terhadap perdamaian dagang sementara antara Amerika Serikat dan China yang diumumkan setelah pertemuan G-20 di Argentina akhir pekan lalu berperan luar biasa dalam mengangkat selera risiko investor global di awal pekan perdagangan baru ini. Dolar yang melemah menguntungkan...
Fitch Ratings-Hong Kong/Singapore-03 December 2018: Fitch Ratings' outlook on the Asia-Pacific banking sector is stable for 2019, but tailwinds have faded across most of the region and more markets now face a negative sector outlook than a year ago. Trade tensions, rising interest rates and slower economic growth in...
Market sentiment: a yo-yo year The Indonesian equity market went on a mini bull run at the beginning of 2018, starting the year with the JCI at 6,356 before quickly climbing to its new all-time high of 6,689 on 19 Feb 2018. It plunged to...
The agreement to keep talking for 90 days during which tariffs are paused is an upside surprise. From an Asia perspective it means constructive progress. We see slight upside in our 2019 growth outlook. Our New MSCI China Target of 82 (+9%) now has more upside than...
Erwan TEGUH, Peter P. SUTEDJA, Namira LAHUDDIN | Analysts |  2018 has been volatile as market sentiment started off optimistically, turned sour by mid-1Q but has improved of late.Valuations, interest rate hike risks (rates not...
Jameel Ahmad, Global Head of Currency Strategy & Market Research FXTM Optimisme terhadap perdamaian dagang sementara antara Amerika Serikat dan China yang diumumkan setelah pertemuan G-20 di Argentina akhir pekan lalu berperan luar biasa dalam mengangkat selera risiko investor global di awal pekan perdagangan baru ini. Peningkatan selera risiko terlihat di...
Philip Wee, FX Strategist Eugene Leow, Rates Strategist DBS Group Research FX: A welcome but uncomfortable truce in Sino-US trade tensions Risk appetite has returned this morning on the positive Sino-US trade truce struck at the G20 Summit. In currency markets, the Australian dollar gapped up to 84 from 83 against the Japanese...