Morning Chatter

KBVS MORNING CHATTER
Monday, 8 December 2025

Headline News :
•    JSMR – Toll rate discounts would have minimal impact on financials
•    VKTR - To expand EV market share further as to expand growth in 2026
•    DYAN – To hold IIMS with a sportainment concept
•    SMDR – Bullish trend projected to continue in 2026
•    TGUK – Adds two new business lines and three supporting activities
•    AMRT - IDR1.5 tn buyback program
•    KLBF – Boosting medical devices segment as new growth engine

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Market Commentary :
The dominant theme remains the anticipated forward guidance from the FOMC. With a winning streak in hand, the market narrative is currently centered on the pace and proximity of potential monetary policy adjustments, driving a temporary lack of conviction.
European bourses closed the previous session on a soft note, reflecting the global wait-and-see approach. Liquidity appears to be compressed as traders de-risk ahead of central bank communication.
Oil prices are holding steady. The market is balancing ongoing supply outlook concerns, particularly in light of stalled Ukraine peace talks, against prevailing global macroeconomic uncertainty.
Gold is garnering upward momentum, driven by increasing market optimism surrounding eventual Fed rate cuts. This sentiment-driven bid has catapulted silver to a record high, confirming strong speculative interest in the metals complex as a hedge against easing financial conditions
The U.S. Dollar is exhibiting a softer tone, with traders positioning for the possibility of a dovish tilt from the Fed next week. This easing reflects the broader cross-asset consensus pricing in an end to the tightening cycle.
Meanwhile, markets in the APAC region traded mostly higher this morning, supported by regional data anticipation. Specifically, focus is pinned on the forthcoming Chinese trade data. Furthermore, the market awaits the conclusion of the RBA’s two-day meeting for domestic policy cues. The Jakarta Composite Index closed 7.44 (0.09%) lower to 8,632.76. Closest key economic metrics are: retail sales and consumer confidence update.

Regards,
KBVS Research Team

 

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