Morning Chatter

KBVS MORNING CHATTER
Tuesday, 26 August 2025

Headline News :
•    Mining - Government eases benchmark rules
•    PWON – Breaks ground on Pakuwon Mall Semarang
•    TLKM – Targets higher B2B share in next 5 years
•    SIDO – Performance growth on new products' launch
•    CLEO – Inclusion in FTSE GEIS
•    MYOR – Still optimist to reach this year's sales target
•    BUAH – To conduct stock split with 1:2 ratio
•    PTPP – Secures IDR3.35 tn Batam CCGT project

Market Commentary :
Markets remain in a holding pattern, as U.S. equities are little changed after major averages stumbled to start the week. The unease is palpable, with a 4.01% jump in the VIX index - the market's "fear gauge" - highlighting a heightened expectation of volatility. Across the globe, European bourses concluded Monday's session in the red, as investors weighed corporate updates against political news out of France.
In commodity markets, crude oil prices are on the rise, a reflection of ongoing supply concerns as Russia-Ukraine peace talks continue to stall. Meanwhile, gold, the classic safe-haven asset, is maintaining its value as investors remain on the sidelines, awaiting clearer signals on the Federal Reserve's next policy move. The U.S. dollar, after a sharp decline following Federal Reserve Chairman Jerome Powell's surprisingly dovish remarks, has stabilized, suggesting a period of consolidation as the market digests the potential for a more accommodative monetary policy.
The bearish sentiment is poised to extend into Asian trading, with Asia-Pacific markets set for a lower open. The Jakarta Composite Index (JCI) concluded Monday's session with a gain of 68.1pts (+0.87%), closing at 7,926.9. Investors are keenly awaiting updates on key market metrics, including PMI Manufacturing, trade balance figures (exports and imports), and inflation data.

Regards,
KBVS Research Team

 

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Unduh