Morning Chatter

KBVS MORNING CHATTER
Tuesday, 7 April 2026

Headline News :
•    KAEF – Net loss narrowed to IDR443.36 bn in FY25
•    CSRA – Net profit grew 25.09% yoy in FY25
•    WINS – Allocates USD3.53 mn for a new share buyback program and MESOP
•    SUPR – Going private via tender offer to address free float constraints
•    SMDR – Expanding commercial shipyard capacity to capture maritime demand
•    PMJS – Secures IDR10.83 tn truck procurement contract
•    BELL – Net profit grew 9.0% yoy in FY25

Market Commentary :
All benchmark indexes closed in green. Yet, S&P 500 futures remained largely flat in overnight trading. However, the VIX Index—Wall Street’s "fear gauge"—climbed 1.26% to 24.17, signaling that traders are hedging against a potential spike in volatility should the deadline pass without a resolution. Meanwhile, benchmark indexes in the Euro zone closed mix.
Crude oil prices edged higher after the White House reiterated threats to target Iranian infrastructure, including power plants and bridges. Gold is in a counter-intuitive move, bullion edged lower, suggesting some traders may be profit-taking or betting on a last-minute diplomatic de-escalation. From currency market, the U.S. Dollar weakened as the market attempts to price in the conflicting signals of "total war" rhetoric versus the persistent hope for a ceasefire.
The Jakarta Composite Index (JCI) struggled to maintain momentum yesterday, weighed down by the global risk-off sentiment. Local market participants are now shifting their focus away from the Middle East and toward a heavy week of domestic economic indicators. Key metrics to watch this week from: foreign exchange reserves, consumer confidence index and automotive sales.

Regards,
KBVS Research Team

 

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