Morning Chatter

KBVS MORNING CHATTER
Tuesday, 14 October 2025

Headline News :
•    BBRI - CEO Says 90.4% of funds from Purbaya have been disbursed
•    ENRG - Issuing new shares via private placement
•    BUMI - Wolfram to start gold output by June 2026
•    ADMR - Clarifies coal stock build-up & subsidiary progress
•    CUAN - Acquires 680 MW power plant
•    CSRA – Pefindo assigns idA- rating
•    PIPA – Morris capital eyes 57% PIPA stake
•    PPRI – Reshuffles board of directors and commissioners
•    ASLC – Expands Caroline.id with two new showrooms by year-end
•    KAEF - Partnership with RSHS Hospital Bandung to expand stem cell therapy network
•    MAPB - Opens first toast box outlet at rest area
•    ADHI – Signs IDR12.35 tn Bogor–Serpong toll road project
•    AALI – Promotes sustainable palm oil productivity
•    MIKA – Plans two new hospitals to open in 2H25
•    TIRT - Exits plywood business to focus on domestic sea transportation
•    CPO - B50 target expected to boost palm oil prices

Market Commentary :
U.S. stock futures showed little change Monday night, pausing after a positive session that saw major averages recoup a significant portion of the losses incurred late last week. Meanwhile, European stocks closed preliminarily higher on Monday. The upswing was supported by a strong rebound in mining stocks. Market focus, however, remained vigilant as traders closely monitored a new, brewing trade dispute between the U.S. and China, introducing an element of caution despite the daily gains.
Oil prices rose on Monday, rebounding from five-month lows set in the previous session. The upward swing was driven by investor focus on potential talks between the presidents of the United States and China, which could ease trade tensions between the world's two largest economies and oil consumers, potentially supporting global demand.
Simultaneously, Gold broke through the $4,100 per ounce level for the first time, hitting a fresh record high. This surge was fueled by renewed U.S.-China trade tensions—contradicting the oil narrative—and heightened expectations of U.S. interest rate cuts. Silver followed suit, also climbing to an all-time high, underscoring strong safe-haven demand and a flight to precious metals amidst global uncertainty.
Asia-Pacific markets traded mixed on Tuesday, failing to fully track the robust rally on Wall Street. U.S. equities had soared after U.S. President Donald Trump seemingly softened his stance on China, a development that typically eases trade friction and boosts global sentiment. The divergent performance in the Asian region suggests local investors are maintaining a cautious and selective approach despite the positive geopolitical signals from the world's two largest economies.
The Jakarta Composite Index (JCI) shedding 30.6 points (-0.37%) to 8,227.2. Market focus is now firmly set on a series of crucial economic metrics slated for release. The most immediate data points on the horizon include: FDI figures, loan growth, upcoming interest rate decision and latest money supply data.

Regards,
KBVS Research Team

 

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