Research & Stock Picks

Morning Briefs

26 September 2025

By

JCI is Expected to Decline Today

US markets closed lower on Thursday (25 Sep): Dow -0.38%, S&P 500 -0.50%, Nasdaq -0.50%. U.S. stocks fell for a third straight session on Thursday as an unexpected drop in jobless claims and stronger GDP data raised doubts about future Fed rate cuts. The 10Y US Treasury yield edged up +0.63% (+0.026 bps) to 4.170%, while the USD Index strengthened +0.69% to 98.6.

 

Commodity markets closed higher on Thursday (25 Sep): WTI crude +0.26% to USD 64.98/bbl, Brent crude +0.16% to USD 69.4/bbl, coal +0.38% to USD 105.1/ton, CPO +1.37% to MYR 4,39, and gold +0.36% to USD 3,749.4/oz.

 

Asian markets mostly closed lower on Thursday (25 Sep): Kospi -0.03%, Hang Seng -0.13%, Nikkei +0.27%, and Shanghai -0.01%. JCI fell -1.06% to 8,040.7, with foreign investors booking a net sell of IDR 1,001.9 billion; IDR -878.7 billion in the regular market, and IDR -123.2 billion in the negotiated market. The largest foreign outflow in the regular market was recorded by ANTM (IDR 453.7 billion), followed by BBCA (IDR 222.1 billion), and BRPT (IDR 146.8 billion). The largest foreign inflow in the regular market was recorded by BUMI (IDR 74.4 billion), followed by BRMS (IDR 47.2 billion), and DEWA (IDR 42 billion). Top leading movers are GOTO, INKP, PGUN, while top lagging movers are BBRI, BRPT, DCII.

 

This morning, both the Kospi (-1.12%) and Nikkei (-0.28%) opened lower. Given the negative sentiment in global and regional markets, we expect JCI to decline today.

Share This:

Highlights

RSH-250926 - English
RSH-250926

Download PDF

RSH-250926 - English
RSH-250926

More Related

metropolitan kentjana

Company Reports

Nov 7, 2025

MKPI: 3Q25 Results – BUY, SSI TP: IDR 32,000

Morning Briefs

Nov 7, 2025

JCI is Expected to Decline Today

Economic Reports

Nov 6, 2025

Samuel Daily Economic Insights 6 November 2025

tren harga CPO

Company Reports

Nov 6, 2025

NSSS: BUY (Maintained), TP at 650 – 3Q25 Results

Morning Briefs

Nov 6, 2025

JCI is Expected to Move Up Today

Economic Reports

Nov 5, 2025

Samuel Daily Economic Insights 6 November 2025

FILM

Company Reports

Nov 5, 2025

FILM 3Q25 Results: Today’s Foundation, Tomorrow’s Growth

Economic Reports

Nov 5, 2025

Gross Domestic Product 3Q25: 5 November 2025

Morning Briefs

Nov 5, 2025

JCI is Expected to Decline Today

laba bumi

Company Reports

Nov 5, 2025

BRMS 3Q25 Results: Better Results, Better TP

Economic Reports

Nov 4, 2025

Samuel Daily Economic Insights 5 November 2025

Morning Briefs

Nov 4, 2025

IHSG Diperkirakan Akan Turun Hari Ini (04 Nov 2025)

Economic Reports

Nov 3, 2025

Samuel Daily Economic Insights 4 November 2025

Economic Reports

Nov 3, 2025

Indonesia October Inflation: 1 November 2025

Economic Reports

Nov 3, 2025

Balance of Trade: 1 October 2025

Company Reports

Nov 3, 2025

3Q25 Results: Strong Earnings on Case Intensity

Economic Reports

Nov 3, 2025

Indonesia Manufacturing PMI: 3 November 2025

kupedes dorong pendapatan bbri

Company Reports

Nov 3, 2025

BBRI: BUY (Maintained), TP at 4,400 – 3Q25 Results

Morning Briefs

Nov 3, 2025

Samuel’s Weekly Stock Statistics: 31-Oct-2025

Morning Briefs

Nov 3, 2025

IHSG Berpotensi Menguat Hari Ini

Economic Reports

Nov 2, 2025

Samuel Monthly Economic Insights 3 November 2025

Company Reports

Oct 31, 2025

KLBF: 3Q25 Results – Performance Rebound

Technical Stock Analysis

Oct 31, 2025

Daily Stock Technical – Oct31, 2025 (Last Day Report)

laba bris

Company Reports

Oct 31, 2025

BRIS: BUY (Maintained), TP at 3,100 – 3Q25 Results

Morning Briefs

Oct 31, 2025

JCI is Expected to Move Sideways Today

Company Reports

Oct 30, 2025

INET: Attractive: Robust Growth Ahead – BUY (Initiation) – TP at IDR 500

Economic Reports

Oct 30, 2025

Samuel Daily Economic Insights 31 October 2025

Company Reports

Oct 30, 2025

UNVR: 3Q25 Results – Agile Adoption

pertumbuhan arto

Company Reports

Oct 30, 2025

ARTO: BUY (Maintained), TP at 2,700 – 3Q25 Results

Economic Reports

Oct 30, 2025

Fed Rate Meeting: 30 October 2025

Technical Stock Analysis

Oct 30, 2025

Daily Stock Technical – Oct30, 2025

Morning Briefs

Oct 30, 2025

JCI is Expected to Move Up Today

Economic Reports

Oct 29, 2025

Samuel Daily Economic Insights 30 October 2025

Technical Stock Analysis

Oct 29, 2025

Daily Stock Technical – Oct29, 2025

Morning Briefs

Oct 29, 2025

JCI is Expected to Move Up Today

Economic Reports

Oct 28, 2025

Samuel Daily Economic Insights 29 October 2025

laba bank bmri

Company Reports

Oct 28, 2025

BMRI: BUY (Maintained), TP at 5,100 – 3Q25 Results

Technical Stock Analysis

Oct 28, 2025

Daily Stock Technical – Oct28, 2025

Morning Briefs

Oct 28, 2025

IHSG Diperkirakan Bergerak Sideways Hari Ini (28/10/2025)

Economic Reports

Oct 27, 2025

Samuel Daily Economic Insights 28 October 2025

Kinerja BBNI

Company Reports

Oct 27, 2025

BBNI: BUY (Maintained), TP at 4,900 – 3Q25 Results

Morning Briefs

Oct 27, 2025

Samuel’s Weekly Stock Statistics: 27-Oct-2025

Technical Stock Analysis

Oct 27, 2025

Daily Stock Technical – Oct27, 2025

Morning Briefs

Oct 27, 2025

IHSG Berpotensi Menguat Hari Ini

Economic Reports

Oct 26, 2025

Samuel Weekly Economic Insights 27 October 2025

kinerja bbtn

Company Reports

Oct 24, 2025

BBTN: BUY (maintained), TP at 1,600 – 3Q25 Results

Technical Stock Analysis

Oct 24, 2025

Daily Stock Technical – Oct24, 2025

Morning Briefs

Oct 24, 2025

JCI is Expected to Move Up Today

Economic Reports

Oct 23, 2025

Samuel Daily Economic Insights 24 October 2025

Technical Stock Analysis

Oct 23, 2025

Daily Stock Technical – Oct23, 2025

Oct 23, 2025

Daily Stock Technical – Oct23, 2025

Morning Briefs

Oct 23, 2025

JCI is Expected to Decline Today

Economic Reports

Oct 22, 2025

Samuel Daily Economic Insights 23 October 2025

Economic Reports

Oct 22, 2025

BI’s 7-Day Repo Rate: 22 October 2025

Technical Stock Analysis

Oct 22, 2025

Daily Stock Technical – Oct22, 2025

Morning Briefs

Oct 22, 2025

JCI is Expected to Decline Today

Economic Reports

Oct 21, 2025

Samuel Daily Economic Insights 22 October 2025

laba bank bca

Company Reports

Oct 21, 2025

BBCA: BUY (maintained), TP at 9,600 – 3Q25 Results

Oct 21, 2025

Daily Stock Technical – Oct21, 2025

Morning Briefs

Oct 21, 2025

JCI is Expected to Move Up Today (21/10/2025)

Economic Reports

Oct 20, 2025

Samuel Daily Economic Insights 21 October 2025

Morning Briefs

Oct 20, 2025

Samuel’s Weekly Stock Statistics: 20-Oct-2025

Morning Briefs

Oct 20, 2025

IHSG Berpotensi Menguat Hari Ini

Technical Stock Analysis

Oct 20, 2025

Daily Stock Technical – Oct20, 2025

Economic Reports

Oct 19, 2025

Samuel Weekly Economic Insights 20 October 2025

Company Reports

Oct 17, 2025

TINS: The Tin Trade; Take-off Time

Technical Stock Analysis

Oct 17, 2025

Daily Stock Technical – Oct17, 2025

Morning Briefs

Oct 17, 2025

JCI is Expected to Decline Today

Economic Reports

Oct 16, 2025

Samuel Daily Economic Insights 17 October 2025

Technical Stock Analysis

Oct 16, 2025

Daily Stock Technical – Oct16, 2025

Morning Briefs

Oct 16, 2025

JCI is Expected to Move Up Today

Economic Reports

Oct 15, 2025

Samuel Daily Economic Insights 16 October 2025

Technical Stock Analysis

Oct 15, 2025

Daily Stock Technical – Oct15, 2025

Morning Briefs

Oct 15, 2025

JCI is Expected to Move Up Today

Economic Reports

Oct 14, 2025

Samuel Daily Economic Insights 15 October 2025

Technical Stock Analysis

Oct 14, 2025

Daily Stock Technical – Oct14, 2025

Morning Briefs

Oct 14, 2025

JCI is Expected to Move Sideways Today (14/10/2025)

Economic Reports

Oct 13, 2025

Samuel Daily Economic Insights 14 October 2025

Morning Briefs

Oct 13, 2025

Samuel’s Weekly Stock Statistics: 13-Oct-2025

Morning Briefs

Oct 13, 2025

IHSG Berpotensi Melemah Hari Ini

Technical Stock Analysis

Oct 13, 2025

Daily Stock Technical – Oct13, 2025

Economic Reports

Oct 12, 2025

Samuel Weekly Economic Insights 13 October 2025

Technical Stock Analysis

Oct 10, 2025

Daily Stock Technical – Oct10, 2025

Morning Briefs

Oct 10, 2025

JCI is Expected to Sideways Today

Economic Reports

Oct 9, 2025

Samuel Daily Economic Insights 10 October 2025

Company Reports

Oct 9, 2025

ASLC: Old but Gold – BUY (Initiation) – TP at IDR 135

Economic Reports

Oct 9, 2025

Indonesia Consumer Confidence Index: 9 October 2025

Technical Stock Analysis

Oct 9, 2025

Daily Stock Technical – Oct 09, 2025

Morning Briefs

Oct 9, 2025

JCI is Expected to Move Up Today

Economic Reports

Oct 8, 2025

Samuel Economic Insights 9 October 2025

Technical Stock Analysis

Oct 8, 2025

Daily Stock Technical – Oct 08, 2025

Morning Briefs

Oct 8, 2025

JCI is Expected to Move Up Today

Economic Reports

Oct 7, 2025

Samuel Daily Economic Insights 8 October 2025

Company Reports

Oct 7, 2025

BCIC: Turnaround Story – BUY (Initiation) – TP at IDR 270

Economic Reports

Oct 7, 2025

Indonesia Foreign Exchange Reserves: 7 October 2025

Technical Stock Analysis

Oct 7, 2025

Daily Stock Technical – Oct 07, 2025

Morning Briefs

Oct 7, 2025

JCI is Expected to Move Up Today

Economic Reports

Oct 6, 2025

Samuel Daily Economic Insights 7 October 2025

Morning Briefs

Oct 6, 2025

Samuel’s Weekly Stock Statistics: 06-Oct-2025