Morning Chatter

KBVS MORNING CHATTER
Monday, 6 April 2026

Headline News :
•    HRTA - MoU with UNTR subsidiary to strengthen gold integration
•    BEEF – A double digit net profit growth yoy on higher sales in FY25
•    BMHS – Net profit grew 3.94% yoy in FY25
•    BIRD – 2026 strategy
•    DSSA – Accelerates renewable energy and digital infrastructure projects
•    GIAA – Expands domestic network with a new Jakarta-Papua route
•    AGII – Net profit declined 44.37% yoy in FY25
•    JARR – To support the B50 mandate with current capacity

Market Commentary :
Markets are on edge as geopolitical friction takes center stage. Following a solid week of gains, US stock futures are losing steam while oil prices climb—a direct reaction to President Trump’s ultimatum demanding Iran open the Strait of Hormuz by Tuesday. European indices closed mixed after a choppy session, with FTSE closed in green while others benchmark such as DAX and CAC closed lower. 
Trump’s deadline has sent oil prices higher, sparking fears of a supply crunch. In the States, the dollar is gaining strength as investors seek safety amid the conflict, which in turn has caused Gold to lose its shine. 
From APAC market, benchmark indexes in the region closed mix. Closer to home, the Jakarta Composite Index (JCI) took a significant hit, sliding 2.19% (down 157.66 points) to finish at 7,026.78. The sell-off was fueled almost entirely by the "boiling" tensions in the Middle East. Investors are shifting their focus to a cluster of key data releases from: foreign exchange reserve, consumer confidence, car sales and motorcycle sales.

Regards,
KBVS Research Team

 

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