Morning Chatter

KBVS MORNING CHATTER
Monday, 15 September 2025

Headline News :
•    ANTM - Govt seizes Weda Bay land
•    MORA – Prepares IDR56.15 bn for sukuk repayment
•    TOWR – Protelindo & Iforte secure IDR1.5 tn loan
•    CLEO – Continue to expand with new products
•    SMSM – Benefits from US tariff policies
•    BWPT – A IDR1.66 tn capex allocation for 2025-2029
•    JSMR – To distribute 25% of 2025 net profit as dividends
•    INKP – To issue IDR5.05 tn bonds

Market Commentary :
U.S. stock futures were largely unchanged Sunday night, following the Nasdaq Composite's record high close on Friday. Investors are now keenly focused on the upcoming Federal Reserve meeting this week, which is expected to provide critical signals on the future of monetary policy. Meanwhile, European markets concluded Friday's session on a flat note. This performance came after new data revealed that U.K. economic growth stalled in July, creating a cautious mood among European investors.
Oil prices faced headwinds, with gains weighed down by concerns over softening U.S. demand and rising global supply from OPEC+. This dynamic has created a cautious sentiment despite geopolitical risks. Gold continues to trade near its all-time high, as investors seek a safe haven. The U.S. dollar experienced a marginal gain on positioning moves, yet its overall outlook remains negative. 
Japan's benchmark Nikkei 225 reached a new record high on Thursday, buoyed by investor optimism for potential global interest rate cuts. Domestically, the Jakarta Composite Index (JCI) closed significantly higher, gaining 106.2 basis points (+1.37%) to 7,854.1. Market focus now shifts to crucial domestic economic metrics. Key updates on loan growth and the upcoming interest rate decision will provide further direction for the market.

Regards,
KBVS Research Team

 

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