MARKET REVIEW
The JCI climbed 1.09% to 6,667.89, the strongest performance among major Asian bourses, after trading between 6,614.71 and 6,681.84. Broad gains were led by transportation (+2.45%), industrials (+1.89%), basic materials (+1.47%) and energy (+1.36%), while technology fell 1.62%. The rebound tracked stronger regional risk appetite, easing US Treasury yields and optimism that geopolitical tensions could moderate, despite elevated oil prices.
Asian markets were mixed but generally steadier. ASX 200 rose 0.46%, KOSPI gained 0.26%, SET added 0.12% and Shenzhen edged up 0.05%. Hang Seng fell 0.39%, Sensex lost 0.55% and Nikkei 225 slipped 0.17% as investors awaited US payroll data and further Federal Reserve signals.
European equities opened narrowly mixed: STOXX 600 gained 0.03% and DAX 40 was almost flat, while CAC 40 eased 0.06% and FTSE 100 added 0.003%. Investors balanced softer bond yields against persistent oil-price and inflation risks.
NEWS HIGHLIGHTS
- BI – Global Yield Surge Shapes Policy
- APBN – 2027 Macro Assumptions Agreed
- APBN – SBN FX Interest Tax Waived
- APBN – SAL Placement Extended to 2027
- Domestic – Airline Fuel Surcharge Rises
- Automotive Sector – BYD Opens Subang EV Plant
- Domestic – Indonesia Courts Russian Investment
- Coal Sector – Barito Recovery Seen in November
- BBHI – Sets IDR 300bn Share Buyback
- BIPP – Private Placement Talks Continue
- DKFT – Declares IDR 30 Interim Dividend
- ERAA – Sets IDR 500bn Share Buyback
- MAPA – Addresses BOGO Customer Complaints
- NISP – Completes GELI Acquisition
- RATU – Seeks Private Placement Approval
Regards, Aldiracita Research
