Indonesia banks EQUITY: BANKS BI's five-point stabilization package Quick Note Bank Indonesia (BI) announced a comprehensive five-point policy package (Link: https://www.youtube.com/watch?v=CM4j3v0Nlpo ) in a move that signals a materially more hawkish policy stance as follows: 1) BI raised the BI-Rate by 25bp to 5.50%, the second increases following its first 50bp rate hike on 20 May 2026, underscoring the central bank's prioritizations of exchange rate and capital flow stability over near-term growth supp ...

Nebius Group NV | North America June 10, 2026 05:07 AM GMT M Foundation Watt's New With The Neoclouds? Insights from Nebius Inflection 2026 Nebius Inflection helped validate the company's broader AI Cloud thesis: real enterprise/startup demand beyond hyperscalers, a full software stack, and a path to higher revenue per MW/margins, with a thoughtful approach to delivering capacity to meet significant demand. We would greatly appreciate your support in the Software SMID Cap and Software Large Cap categories i ...

June 10, 2026 05:21 AM GMT Freight Transportation | North America Truck Stop/TLSS: Capacity Rules the Roost Current and forward indices are mixed as 2026 TL rate expectations remain elevated at +6.4%. Commentary leans "green", with a strong focus on tightening capacity and increasing rates. MS TLQURE: We have updated our QURE model for the month of May and vs. our prior model to account for a structural shift in market dynamics that has emerged since 2023. Our new base case prediction is that truck rates wi ...

USD/CNY fix model Global Markets Research Foreign Exchange - Asia ex-Japan Projection: 6.7775 Model projection: 6.7775 versus 6.8147 previous (372 pips lower; 73 pips higher from the previous official spot close). Model projection with counter-cyclical factor: 6.7962 (185 pips lower from previous fix). Manthan Shingala - NSL manthan.shingala1@nomura.com Fig. 1: Top 4 weighted overnight contribution to projected change (without counter-cyclical factor) Source: Bloomberg, Nomura Source: Nomura Fig. 3: Daily c ...

India Equity Strategy | Asia Pacific M Update "DREAM" Run: Non-SIP Inflow Streak Snaps Key Takeaways In May, equity funds saw inflows across market caps, led by Flexi-Cap at Rs52bn and Small Cap at Rs49bn. New equity schemes raised Rs3bn, led by Value/Contra Funds. In the first five months of 2026, domestic equity inflows totaled Rs2.403tn (US $25.9bn) vs. Rs2.01tn (US$23.2bn) in the same period of 2025. Equity-oriented offerings have raised US$1bn so far in 2026 vs. US$4.5bn in C2025 and US$12bn in C2024. ...

业绩总结 - 中国5月CPI同比稳定在1.2%，略低于市场预期的1.3%[3] - 5月PPI同比上升3.9%，与市场预期一致，环比上升0.8%[4] - 核心CPI（不包括食品和能源）同比为1.1%，环比持平[3] - 预计第二季度GDP平减指数将转为正值，结束三年的通缩周期[9] - 由于核心CPI保持在1%左右，预计中国人民银行将维持利率不变[9] 用户数据 - CPI环比上升0.1%，主要受到交通、通信和娱乐价格上涨的推动，但食品价格持续下跌[3] - 食品价格持续下跌，尤其是新鲜蔬菜和猪肉，导致食品CPI同比下降1.7%[10] 市场趋势 - PPI的上涨主要受工业升级和AI驱动的计算需求影响[4] - AI相关的成本传导正在扩大，推动半导体和电子产品的价格上涨[8] - 尽管PPI存在上行风险，但由于过剩产能和需求疲软，CPI仍保持温和[9] 未来展望 - 若经济下行风险持续，可能在下半年考虑降息[9] 其他新策略 - 报告强调客户在做出投资决策时应了解自身的法律和合规义务[40] - 投资者需独立做出决策，并应咨询专业顾问以满足个人需求[71] - 报告中可能使用人工智能工具进行数据分析和内容撰写[68]

USA | Paper & Packaging Equity Research June 10, 2026 Tight Supply Conditions In Cboard; Buying Opportunity w/ Investor Capitulation Our checks indicate very tight market conditions in containerboard, and our contacts universally expect the June increase to see traction, with most calling for $50/ton realization. Given the volatility in earnings the last 2 years, there is real investor fatigue, but with fundamentals inflecting, we find the risk:reward compelling, particularly for SW. Tight supply conditions ...

U.S. SMID-Cap Software Cloudflare Inc Rating Market-Perform Price Target NET 136.00 USD Cloudflare (NET) Investor Day 2026: AI everywhere! Cloudflare's investor day wrapped the company in AI-first positioning. It described how its core is ideal starting point for the emerging "agentic internet," where AI agents drive application execution. In their mind "agentic internet" is next major technical architecture shift as developer ecosystems naturally evolve over decade-long cycles. Current Act I-IV core is the ...

Change in target price Kossan Rubber RM1.20 - OUTPERFORM Zhen Ye Khoo zhenye.khoo@clsa.com +60 3 2056 7871 10 June 2026 Malaysia Healthcare Reuters KRIB.KL Bloomberg KRI MK Priced on 9 June 2026 KLSE Comp @ 1,675.5 12M hi/lo RM1.70/0.94 12M price target RM2.10 ±% potential +75% Shares in issue 2,557.9m Free float (est.) 34.2% Market cap US$770m 3M ADV US$2.6m Foreign s'holding 11.0% Major shareholders Kossan Holdings (M) 51.1% Stock performance (%) 1M 3M 12M Absolute (0.8) 24.4 (25.9) Relative 3.5 24.3 (32. ...

J P M O R G A N Asia Pacific Equity Research 10 June 2026 Asian Semis April WSTS data: Strong YoY growth continues, becoming more broad-based with healthy unit growth and ex-memory ASP uptick Overall semi revenues rose 106% YoY in April (vs. 88% YoY in March), with logic semis increasing 33% YoY (vs. 25% YoY in March) and memory increasing 359% YoY (vs. 269% YoY in March). Semis marked the eighth consecutive month of acceleration and the highest YoY growth since 1994. This was mostly due to 1) sustained AI ...