Research & Stock Picks

Morning Briefs

05 November 2025

By

JCI is Expected to Decline Today

US markets closed lower on Tuesday (4/10): Dow -0.53%, S&P 500 -1.17%, and Nasdaq -2.04%. US equities fell as doubts over the lofty valuations of AI-related companies weighed on sentiment, while investors digested a series of latest quarterly earnings reports and cautious remarks from several major CEOs. The 10-year US Treasury yield declined -0.56% (-0.023bps) to 4.086%, while USD Index rose +0.34% to 100.22.

 

Commodity markets closed mixed on Tuesday (4/10): WTI crude -1.02% to USD 60.4/bbl, Brent crude -0.69% to USD 64.4/bbl, coal +1.65% to USD 113.9/ton, CPO +0.68% to MYR 4,143, and gold -1.73% to USD 3,932.1/oz.

 

Asian markets also ended lower on Tuesday (4/10): Hang Seng -0.79%, Shanghai -0.41%, and Nikkei -1.74%. The JCI fell -0.40% to 8,241.9, with total foreign net buy of IDR 304.5 billion (regular market: +IDR 307.2 billion; negotiated market: -IDR 2.7 billion). The largest foreign inflows in the regular market were recorded by TLKM (IDR 369.2 billion), BBCA (IDR 316.3 billion), and BBNI (IDR 151.9 billion). The largest outflows were posted by ANTM (IDR 271.9 billion), BBRI (IDR 183.1 billion), and BRPT (IDR 175.2 billion). Top leading movers were TLKM, DSSA, and IMPC, while top lagging movers included BBRI, BRPT, and BRMS.

 

This morning, both Kospi (-3.94%) and Nikkei (-1.86%) opened lower. We expect the JCI to decline today amid negative sentiment from both regional and global markets.

Share This:

Highlights

Download PDF

Download PDF

RSH-251105
RSH-251105 - English

Download PDF

RSH-251105
RSH-251105 - English

More Related

Economic Reports

Jun 18, 2026

Samuel Economic Update: BI’s 7-Day Repo Rate 18 June 2026

Company Reports

Jun 18, 2026

May 2026 Automotive Sales: Normalized

Economic Reports

Jun 18, 2026

Samuel Economic Update : Fed Rate Meeting 18 June 2026

Morning Briefs

Jun 18, 2026

JCI is Expected to Move Up Today

Economic Reports

Jun 18, 2026

Samuel Daily Economic Insight 18 June 2026

Morning Briefs

Jun 17, 2026

JCI is Expected to Move Up Today

Economic Reports

Jun 17, 2026

Samuel Daily Economic Insight 17 June 2026

Company Reports

Jun 15, 2026

WIFI: BUY (Maintained), TP at IDR 5,200 – Fast & Cheap

Morning Briefs

Jun 15, 2026

JCI is Expected to Move Up Today

Economic Reports

Jun 15, 2026

Samuel Weekly Economic Insight 15 June 2026

Company Reports

Jun 12, 2026

Equity Strategy: Worst is Over

Company Reports

Jun 12, 2026

Bad for Banks: IDR Weakness & Higher Rates

Morning Briefs

Jun 12, 2026

JCI is Expected to Move Up Today

Economic Reports

Jun 12, 2026

Samuel Daily Economic Insight 12 June 2026

Morning Briefs

Jun 11, 2026

JCI is Expected to Decline Today

Economic Reports

Jun 11, 2026

Samuel Daily Economic Insight 11 June 2026

Economic Reports

Jun 10, 2026

Samuel economic Update: Indonesia Consumer Confidence Index 10 June 2026

Morning Briefs

Jun 10, 2026

JCI is Expected to Move Up Today

Economic Reports

Jun 10, 2026

Samuel Daily Economic Insight 10 June 2026

Economic Reports

Jun 9, 2026

Samuel Economic Update : BI’s 7-Day Repo Rate 9 June 2026

Morning Briefs

Jun 9, 2026

JCI is Expected to Move Up Today

Economic Reports

Jun 9, 2026

Samuel Daily Economic Insight 9 June 2026

Economic Reports

Jun 8, 2026

Samuel Economic Update: Indonesia Foreign Exchange Reserves 8 June 2026

Morning Briefs

Jun 8, 2026

JCI is Expected to Move Up Today

Morning Briefs

Jun 5, 2026

JCI is Expected to Move Up Today

Economic Reports

Jun 5, 2026

Samuel Daily Economic Insight 5 June 2026

Morning Briefs

Jun 4, 2026

JCI is Expected to Move Down Today

Economic Reports

Jun 4, 2026

Samuel Daily Economic Insight 4 June 2026

Morning Briefs

Jun 3, 2026

JCI is Expected to Move Up Today

Economic Reports

Jun 3, 2026

Samuel Daily Economic Insight 3 June 2026

Economic Reports

Jun 2, 2026

[Samuel Economic Update: Balance of Trade] 2 June 2026

Economic Reports

Jun 2, 2026

[Samuel Economic Update: Inflation] 2 June 2026

Economic Reports

Jun 2, 2026

Samuel Economic Update: Indonesia Manufacturing PMI 2 June 2026

Morning Briefs

Jun 2, 2026

JCI is Expected to Decline Today

Economic Reports

Jun 2, 2026

Samuel Monthly Economic Insight 2 June 2026

Morning Briefs

May 29, 2026

JCI is Expected to Move Up Today

Economic Reports

May 29, 2026

Samuel Daily Economic Insight 29 May 2026

Company Reports

May 26, 2026

KLBF: Undemanding Valuation, (BUY, IDR 1,000 TP)

Morning Briefs

May 26, 2026

JCI is Expected to Sideways Today

Morning Briefs

May 25, 2026

JCI is Expected to Move Up Today

Economic Reports

May 25, 2026

Samuel Weekly Economic Insight 25 May 2026

Economic Reports

May 22, 2026

Samuel economic Update 22 May 2026: Current Account Balance 1Q26

Morning Briefs

May 22, 2026

JCI is Expected to Decline Today

Economic Reports

May 22, 2026

Samuel Daily Economic Insight 22 May 2026

Company Reports

May 21, 2026

NETV: Not Mission Impossible, (BUY; IDR 100 TP)

Morning Briefs

May 21, 2026

JCI is Expected to Move Sideways Today

Economic Reports

May 21, 2026

Samuel Daily Economic Insight 21 May 2026

Economic Reports

May 20, 2026

Samuel Economic Update : BI’s 7-Day Repo Rate: 20 May 2026

Morning Briefs

May 20, 2026

JCI is Expected to Decline Today

Economic Reports

May 20, 2026

Samuel Daily Economic Insight 20 May 2026

Morning Briefs

May 19, 2026

JCI is Expected to Sideways Today

Economic Reports

May 19, 2026

Samuel Daily Economic Insight 19 May 2026

Morning Briefs

May 18, 2026

JCI is Expected to Decline Today

Economic Reports

May 18, 2026

Samuel Weekly Economic Insight 18 May 2026

Company Reports

May 13, 2026

MKPI: BUY (Maintained), TP at IDR 32,000 – 1Q26 Results

Economic Reports

May 13, 2026

MKPI: BUY (Maintained), TP at IDR 32,000 – 1Q26 Results

Morning Briefs

May 13, 2026

JCI is Expected to Decline Today

Economic Reports

May 13, 2026

Samuel Daily Economic Insight 13 May 2026

Economic Reports

May 12, 2026

Samuel Daily Economic Insight 12 May 2026

Morning Briefs

May 12, 2026

JCI is Expected to Move Up Today

Company Reports

May 11, 2026

BNBR: Non-Rated – Road to Growth

Economic Reports

May 11, 2026

Indonesia Consumer Confidence Index: 11 May 2026

Morning Briefs

May 11, 2026

JCI is Expected to Move Up Today

Economic Reports

May 11, 2026

Samuel Weekly Economic Insight 11 May 2026

Economic Reports

May 8, 2026

Indonesia Foreign Exchange Reserves: 8 May 2026

Company Reports

May 8, 2026

OASA: Waste to Wealth

Morning Briefs

May 8, 2026

JCI is Expected to Decline Today

Economic Reports

May 8, 2026

Samuel Daily Economic Insight 8 May 2026

Morning Briefs

May 7, 2026

JCI is Expected to Move Sideways Today

Economic Reports

May 7, 2026

Samuel Daily Economic Insight 7 May 2026

Morning Briefs

May 6, 2026

JCI is Expected to Move Up Today

Economic Reports

May 6, 2026

Samuel Daily Economic Insight 6 May 2026

Economic Reports

May 5, 2026

Samuel Daily Economic Insight 5 May 2026

May 5, 2026

Gross Domestic Product 1Q26: 5 May 2026

Morning Briefs

May 5, 2026

JCI is Expected to Move Sideways Today

Economic Reports

May 4, 2026

Balance of Trade: 04 May 2026

Economic Reports

May 4, 2026

Indonesia April Inflation: 4 May 2026

Economic Reports

May 4, 2026

Indonesia Manufacturing PMI: 4 May 2026

Morning Briefs

May 4, 2026

JCI is Expected to Move Up Today

Economic Reports

May 4, 2026

Samuel Monthly Economic Insight 4 May 2026

Economic Reports

Apr 30, 2026

Fed Rate Meeting: 30 April 2026

Morning Briefs

Apr 30, 2026

JCI is Expected to Decline Today

Economic Reports

Apr 30, 2026

Samuel Daily Economic Insight 30 April 2026

Morning Briefs

Apr 29, 2026

JCI Diperkirakan Akan Turun Hari Ini

Economic Reports

Apr 29, 2026

Samuel Daily Economic Insight 29 April 2026

laba bank bmri

Company Reports

Apr 28, 2026

BMRI: BUY (Maintained), TP at 5,700 – Not Without Risks

Morning Briefs

Apr 28, 2026

JCI is Expected to Move Down Today

Economic Reports

Apr 28, 2026

Samuel Daily Economic Insight 28 April 2026

Morning Briefs

Apr 27, 2026

JCI is Expected to Move Up Today

Morning Briefs

Apr 24, 2026

JCI is Expected to Move Sideways Today

Economic Reports

Apr 24, 2026

Samuel Daily Economic Insight 24 April 2026

Economic Reports

Apr 23, 2026

BI’s 7-Day Repo Rate: 22 April 2026

metropolitan kentjana

Company Reports

Apr 23, 2026

MKPI: BUY (Maintained), TP at 32,000 – Staying Resilient

Morning Briefs

Apr 23, 2026

JCI is Expected to Move Up Today

Economic Reports

Apr 23, 2026

Samuel Daily Economic Insight 23 April 2026

Company Reports

Apr 22, 2026

JPFA: Bittersweet (HOLD) – TP at IDR 2,400

kinerja bbtn

Company Reports

Apr 22, 2026

BBTN: BUY (Maintained), TP at 1,600 – 1Q26 Results

Morning Briefs

Apr 22, 2026

JCI is Expected to Decline Today

Economic Reports

Apr 22, 2026

Samuel Daily Economic Insight 22 April 2026