Flash Notes

23 June 2025 Rising geopolitical tension

Over the weekend, US attack 3 nuclear sites in Iran, including Fordow, Natanz and Esfahan, joining Israel in the biggest military attack against Iran since its 1979 revolution. Meanwhile, Iran’s parliament approve to close the Strait of Hormuz, flowing ~30% of world’s seaborne oil trade and ~20% of world’s LNG’s…

23 June 2025 Uncertainty from the 2 wars

JCI was down by -2% today largely driven by the decline in large cap stocks. We believe the selling pressure arises from the uncertainty in both trade and missile wars. The Fed kept the Fed Fund Rate unchanged while maintaining the median dot plot for 2025 that still implies 50bps…

24 March 2025 Flash note 24 Mar 2025

JCI touched -4.5% today driven by the decline in large cap stocks across sectors. Selling pressure persists as we head into this week with Annual General Shareholder Meetings (AGM) for the large SOE banks starting with BBRI (24 Mar), BMRI (25 Mar), and BBNI (26 Mar). In addition, details on…

18 March 2025 Another Storm Looms

JCI continues to weaken, -5% in the first session reaching trading halt. Among the laggards, DCII was the main contributor, reversing its previous gains. In addition, few banks, such as BBRI and BBCA remain under pressured as investors maintain their selling streak.

28 February 2025 When it rains, it pours

JCI touched -2% this morning, due to several noises in the market as well as concerns on domestic growth story. Top laggard this morning was Bank Rakyat Indonesia (BBRI IJ) which reported Jan’25 results yesterday. The weak result surprised the market as their net profit declined by -58% YoY from…

11 February 2025 Selling pressure persists

JCI touched another -2% today driven by the decline in BREN, CUAN and large cap stocks. The exclusion of BREN and CUAN from MSCI Indonesia Investable Market Index (IMI) due to potential investability issues continue to put pressure on JCI. For large cap stocks, TLKM led the decline as both…

10 February 2025 The drop continues

JCI continue to drop by more than -2% today, mainly led by the decline in BREN, CUAN and large cap stocks. For BREN and CUAN, they were excluded from MSCI Indonesia Investable Market Index (IMI) due to potential investability issues. While for large cap stocks, this could be on the…

07 February 2025 Dropped by MSCI

JCI touched -3% today mainly led by the decline in certain group of stocks highlighted by MSCI. MSCI just released an announcement that it will not consider adding BREN, CUAN, and PTRO to the MSCI Indonesia Investable Market Index (IMI) due to potential investability issues. This puts speculators for potential…

07 February 2025 Pengalihan Layanan BPAM Mobile

Kepada Yth Bapak/ Ibu Pengguna BPAM Mobile, Untuk lebih meningkatkan layanan informasi Batavia, terhitung mulai tanggal 27 Februari 2025, layanan pada aplikasi BPAM Mobile tidak diperbarui dan tidak dapat diunduh kembali, baik melalui App Store maupun Play Store pada smartphone Bapak/Ibu. Kami akan mengalihkan layanan pada aplikasi BPAM Mobile ke…

19 December 2024 Hawkish cut by the Fed

Hawkish cut by The FedJakarta Composite Index (JCI) touched -2% today due to rising selling pressure across the board as USD strengthens after FOMC December meeting. The Fed delivered a 25bps cut, within market expectation. Despite the cut, the message from The Fed is rather hawkish as compared to September…

07 November 2024 Flash note 6 Nov 2024 - Trump's victory brings volatility to the table

Jakarta Composite Index (JCI) touched -1.5% today due to rising selling pressure across big caps and companies with high proportion of its costs linked to USD, as US election votes results pointed to Trump as the next US president. While Trump’s victory seems to be in-line with market expectation, the…

22 October 2024 Surat Pemberitahuan Rencana Perubahan Prospektus Batavia India Sharia Equity USD

Jakarta, 22 Oktober 2024 No : 264/DIR-BPAM/PD/X/2024 Lampiran : - Perihal : Surat Pemberitahuan Rencana Perubahan Prospektus Reksa Dana Syariah Berbasis Efek Syariah Luar Negeri Batavia India Sharia Equity USD ("Batavia India Sharia Equity USD") Kepada Yth., Pemegang Unit Penyertaan Reksa Dana Dengan hormat, Pertama-tama kami mengucapkan banyak terima kasih…

16 July 2024 Rencana Perubahan KIK dan Prospektus Reksa Dana BCISEU

Jakarta, 27 Juni 2024 No. : 164 / DIR - BPAM/PD/VI/2024 Lamp. : - Hal : Surat Pemberitahuan Rencana Perubahan KIK dan Prospektus Reksa Dana berbentuk Kontrak Investasi Kolektif Reksa Dana Syariah Batavia China Impact Sharia Equity USD ("Batavia China Impact Sharia Equity USD") Kepada Yth., Pemegang Unit Penyertaan Reksa…

15 July 2024 Surat Pemberitahuan & Matriks Perubahan Share Class BDKS

Jakarta, 12 Juli 2024 No : 188/DIR-BPAM/PD/VII/2024 Lamp : 2 (2 berkas) Hal : Pemberitahuan Rencana Perubahan KIK dan Prospektus Reksa Dana Syariah Batavia Dana Kas Syariah (BDKS)Bersama surat ini perkenankan kami, PT Batavia Prosperindo Aset Manajemen, selaku Manajer Investasi dari Reksa Dana Syariah Batavia Dana Kas Syariah, menginformasikan beberapa…

11 July 2024 Rencana Perubahan KIK dan Prospektus Reksa Dana BCISEU

Jakarta, 27 Juni 2024 No. : 164 / DIR - BPAM/PD/VI/2024 Lamp. : - Hal : Surat Pemberitahuan Rencana Perubahan KIK dan Prospektus Reksa Dana berbentuk Kontrak Investasi Kolektif Reksa Dana Syariah Batavia China Impact Sharia Equity USD ("Batavia China Impact Sharia Equity USD") Kepada Yth., Pemegang Unit Penyertaan Reksa…

27 June 2024 Rencana Perubahan KIK dan Prospektus Reksa Dana BTSEU

Jakarta, 27 Juni 2024 No. : 166 / DIR - BPAM/PD/VI/2024 Lamp. : - Hal : Surat Pemberitahuan Rencana Perubahan KIK dan Prospektus Reksa Dana berbentuk Kontrak Investasi Kolektif Reksa Dana Syariah Batavia Technology Sharia Equity USD ("Batavia Technology Sharia Equity USD") Kepada Yth., Pemegang Unit Penyertaan Reksa Dana Dengan…

05 June 2024 Flash note 5 June 2024

Jakarta Composite Index (JCI) is down by -2.1% today, pressured by sell-off in certain group of stocks such as: BREN, TPIA, AMMN, BRPT, and CUAN. One of the reasons could be due to BREN that was initially announced to be included in FTSE index, its inclusion was cancelled, putting the…

31 May 2024 AML-CFT Statement 2024

PT Batavia Prosperindo Aset Manajemen ("BPAM") berkomitmen penuh untuk mematuhi semua hukum dan regulasi terkait Anti Pencucian Uang, Pencegahan Pendanaan Terorisme, dan Pencegahan Pendanaan Proliferasi Senjata Pemusnah Massal ("APUPPT & PPPSPM") dan untuk mencegah penggunaan produk dan layanannya sebagai sarana pencucian uang, pendanaan terorisme, dan pendanaan proliferasi senjata pemusnah massal.…

30 May 2024 BPAM Flash Note 30 May 2024

JCI index is under pressure today (with intraday low of -2,1%) dragged down by sell-off in large cap stocks (BMRI, BBRI, BBCA, AMMN, TLKM, ASII) due to various reasons such as rising treasury yield, unfavorable domestic news and full call auction on BREN. JCI has seen 5 consecutive days of…

29 May 2024 AMII anti-fraud social media post

WASPADA PENIPUAN!Hati - hati dengan modus penipuan yang mengatasnamakan asosiasi, lembaga, perusahaan keuangan maupun pasar modal.

29 May 2024 AMII anti-fraud social media post

WASPADA PENIPUAN!Jurus 2L : Logis dan LegalKalo nggak logis, jangan digubris.kalau nggak legal, dijamin gagal.

02 May 2024 BPAM flash note 2 May 2024

JCI index is under pressure today (with intraday low of -2%) dragged down mainly by large cap banking stocks (BBCA, BBNI, BBRI, BMRI, and BRIS), especially BMRI that was down by -12% as it reported weaker-than-expected 1Q24 result. Furthermore, there was downward revision on BMRI guidance for 2024 that could…

16 April 2024 BPAM Flash Note - 16 April 2024

During Eid-Al Fitr holiday in Indonesia (April 8-15), global indices retreated where S&P was -2.7%, MSCI Asia ex-Japan was -1.5%, and MSCI Europe was -0.5% due to combination of persistent US inflation and heightened geopolitical conflict in the Middle East. This build-up in selling pressure brought JCI to weaken more than…

01 April 2024 BPAM Flash Note - 01 April 2024

13 February 2024 Pemberitahuan Hari Libur Bursa Pemilihan Umum Tahun 2024

24 October 2023 BPAM flash note - Road to Medan Merdeka

17 October 2023 BPAM Flash Note - Uncertainty from Middle East

09 November 2022 Pemberitahuan Rencana Perubahan KIK dan Prospektus

kami mengucapkan banyak terimakasih atas kepercayaan Bapak/Ibu yang telah berinvestasi pada produk Batavia Obligasi Platinum Plus yang dikelola oleh PT Batavia Prosperindo Aset Manajemen.

13 October 2022 Pemberitahuan Rencana Perubahan KIK dan Prospektus

Perubahan jumlah minimum Pembelian/subscription awal dan selanjutnya, PenjualanKembali/redemption, Pengalihan Unit Penyertaan/switching dan Saldo Minimum Kepemilikanuntuk Reksa Dana

23 August 2022 Pemberitahuan Rencana Perubahan KIK dan Prospektus

PT Batavia Properindo Aset Manajemen (“BPAM”) selaku Manajer Investasi memberitahukan rencana perubahan atas Prospektus dan/atau Kontrak Investasi Kolektif (“KIK”), sebagai berikut: Perubahan Prosedur Pengalihan Unit PenyertaanPenambahan kalimat terkait jumlah minimum Pembelian (subscription)/Penjualan Kembali (redemption)/Pengalihan Investasi (switching) dan Saldo Minimum Kepemilikan

25 January 2022 Perubahan KIK dan Prospektus kepada PUP

Berdasarkan Surat Edaran Otoritas Jasa Keuangan (”OJK”) No. 01/SEOJK.04/2020 tanggal 17 Februari 2020 tentang Tata Cara Penyampaian Surat atau Bukti Konfirmasi dan Pelaporan Berkala Reksa Dana Secara Elektronik Melalui Sistem Pengelolaan Investasi Terpadu dan Surat OJK Nomor S-19/D.04/2021 tanggal 17 Februari 2021 perihal Tanggapan Surat Dewan Asosiasi Pelaku Reksa Dana…

01 November 2021 Waspada Penipuan

Sehubungan dengan adanya aktivitas sejumlah grup media sosial dan situs web online yang melakukan penawaran investasi ilegal dengan mengatasnamakan nama perusahaan kami PT Batavia Prosperindo Aset Manajemen dan menggunakan atribut perusahaan kami, termasuk tetapi tidak terbatas pada logo dan nama serta foto pengurus perusahaan kami

17 September 2021 BATAVIA GLOBAL ESG SHARIA EQUITY USD ESG Report

BATAVIA GLOBAL ESG SHARIA EQUITY USD - ESG & Carbon Report

23 July 2021 Dana Cleansing

PT Batavia Prosperindo Aset Manajemen (“BPAM”) telah melakukan pembersihan kekayaan dari Reksa Dana Syariah yang kami kelola

21 May 2021 Perubahan KIK dan Prospektus

Pertama-tama kami mengucapkan banyak terimakasih atas kepercayaan Bapak/Ibu yang telah berinvestasi pada produk Reksa Dana yang dikelola oleh PT Batavia Prosperindo Aset Manajemen. Bersama ini kami PT Batavia Prosperindo Aset Manajemen selaku Manajer Investasi bermaksud memberitahukan rencana perubahan KIK dan Prospektus atas Reksa Dana berbentuk Kontrak Investasi Kolektif ..........

09 April 2021 Informasi

05 July 2019 Riding the wave

Equity market volatility have increased in 2Q19 with a rebound in June 2019 offsetting the sharp correction in May 2019. The recovery is mainly driven by easing escalation between US & China and expectation on pro-growth policies from Fed, China and ECB.......

26 February 2019 What do we see in 2019 ?

Our base case is the external headwinds (i.e. oil price, USD, UST yield, concern on Emerging Market, trade tension, etc) to ease/moderate going into 2019. Hence, this should bode well for Emerging Market, including Indonesia, amid slower global growth and less accommodative monetary policy. Meanwhile, domestic growth continues to be…