As macro headwinds ease, the gap between fundamentals and valuation is widening. Here is how issuers can position for a re-rating.
The Indonesian market enters 2026 with improving liquidity, a more constructive rate path, and selective foreign inflows. For well-run issuers, the setup is favorable, but a re-rating is never automatic. It is earned through a consistent equity narrative, disciplined disclosure, and proactive engagement with the right investors.
Companies that frame growth catalysts clearly (and quantify them) tend to compress the valuation gap faster than peers. The discipline is in repetition: the same metrics, the same milestones, communicated every quarter until the market internalizes the story.
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