花旗投资研究分析师报告称,展望2026年,印尼股市前景似乎更为乐观。他们指出,外国直接投资瓶颈和汇率稳定等结构性挑战依然存在。不过,更高的流动性、更大的财政乘数和韧性十足的国内需求相结合,应会为印尼股市提供一个有利的环境。更高的流动性和更低的融资成本可能会通过更强劲的贷款增长、利润率扩张和信贷成本正常化来支持银行业盈利复苏。这些分析师表示,财政支出增加和社会补贴计划也应会推动家庭消费,令包括Mayora Indah在内的消费和零售类股受益。花旗设定的雅加达综合指数2026年目标为9,250点。
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