Morning Chatter
KBVS MORNING CHATTER
Monday, 13 October 2025
Headline News :
• BBTN - Bale by BTN transaction volume reaches 5.7 mn in Sept25
• EXCL – Director raises shareholding to 4.53 bn shares
• SGER – Issue IDR500 bn phase II sustainable bonds
• PTPP – Secures IDR140.3 bn contract to expand Surabaya-Gempol toll road
• UNVR – To hold an EGMS due to changes in the Board of Directors
• SOHO – Secures IDR350 bn credit facility from HSBC Bank
• CMNT – Launches green cement and modular concrete
• GPSO – Tjokro Group to acquire 45.45% controlling stake
• Renewables - Danantara to Launch 10 WtE Projects in Nov
Market Commentary :
U.S. equity futures recovered overnight Sunday, largely due to a presidential statement from Donald Trump downplaying trade tensions with China by proclaiming relations "will all be fine." This followed a sharp Friday sell-off fueled by escalating U.S.-China trade conflict fears, which caused the VIX (volatility index) to spike by 31.83%. European equities also declined Friday amid the U.S. tariff threat rhetoric.
Amid a palpable resurgence of Sino-U.S. trade friction, President Trump's threat of elevated tariffs on China triggered immediate commodity market repercussions. U.S. crude oil plunged 4% on Friday, reflecting fears that the new tariff escalation—in response to Beijing's rare earth export controls—would dampen global demand. Conversely, the renewed flight to safety propelled Gold back above the psychologically key $4,000-an-ounce threshold, setting the metal for an eighth consecutive weekly advance.
Asia-Pacific equities commenced the week under a cloud of uncertainty, mirroring the global market unease spurred by the latest escalation in the Sino-U.S. trade dispute. Investors across the region closely monitored potential spillover effects following President Trump's recent tariff warnings. In an otherwise subdued trading session, the Jakarta Composite Index managed a fractional advance, concluding the day with a gain of +6.92pts, or +0.08%, to settle at 8,257.9. Market attention now shifts toward upcoming releases of key economic indicators: FDI figures and loan growth statistics, which are anticipated to provide directional cues for capital market sentiment.
Regards,
KBVS Research Team
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