Morning Chatter

KBVS MORNING CHATTER
Tuesday, 30 December 2025

Headline News :
•    CUAN – Enters Negotiations to Acquire Coal Miner Singaraja Putra
•    IMPC – Controlling shareholder sold 411.5 mn shares
•    BBLD – Secured loans from 2 banks
•    PRDA – Prepares expansion agenda to strengthen growth in 2026
•    PTPP – Accelerates post-disaster infrastructure recovery in Aceh
•    ERAA – Strengthens business foundation to support diversification in 2026
•    SRTK – Expands into global market through international partnership

Market Commentary :
Stock futures remained flat overnight following two consecutive days of losses for the S&P 500, driven primarily by a broad sell-off in big tech.
Ongoing tensions in Eastern Europe and the Middle East are creating sharp movements in energy and safe-haven assets. Markets closed mixed; notably, defense stocks fell as investors reacted to rumors of a potential peace deal in Ukraine.
From commodity market, oil prices jumped driven by rising tensions in Yemen and heightened friction between Russia and Ukraine, while gold traded higher.
Meanwhile, most regional indices trended lower on Tuesday, echoing Wall Street’s concerns regarding a potential "AI bubble”. The JCI climbed 1.25% (106.34 points) to close at 8,644.26. Markets are now pivoting toward the start of 2026. Key economic catalysts scheduled for early January include: (1) S&P global manufacturing PMI, (2) latest inflation data and (3) tourist arrival.

Regards, 
KBVS Research Team

 

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