BPI Danantara melalui PT Danantara Asset Management (DAM) mengkonsolidasikan 4 manajer investasi BUMN dengan nilai transaksi ±Rp2.7 triliun. 📌 Rincian Akuisisi: 🎯 Tujuan:Meningkatkan sinergi, efisiensi, dan membentuk asset manager skala besar yang kompetitif secara regional. 💡 Insight:Emiten perbankan terkait berpotensi memperoleh imbal hasil nilai akuisisi dari konsolidasi manajer investasi oleh Danantara. Namun, kontribusi pendapatan non-bunga […]

Indonesian government bond yields moved mixed with a flattening bias, as the 5Y rose 1.9 bps to 6.46% while the 10Y fell 7.6 bps to 6.60%, compressing the 5Y–10Y spread, while sukuk yields were also mixed and the INDOBeX Composite rose slightly. On the macro side, global tensions escalated following an attack in Kuwait City targeting Kuwait Petroleum Corporation, while domestically Danantara advanced its plan to consolidate asset management units of state-owned banks. In the US, labor data showed strong payroll growth and a slight decline in unemployment, though participation weakened. On the credit side, PT Sarana Multigriya Finansial (Persero)’s 2026 bond maturities remain manageable, supported by solid liquidity.

Market Indonesia | IHSG Indeks Melemah di Awal Pekan IHSG ditutup melemah 0.53% ke level 6,989 pada perdagangan Jumat (06/04). Implementasi High Shareholding Concentration (HSC) oleh OJK dapat menyebabkan tekanan jual dalam jangka pendek. Pelemahan IHSG dibebani oleh saham DSSA, BREN, dan BYAN. Value transaksi tercatat sebesar Rp15.25 triliun, lebih tinggi dibandingkan hari sebelumnya sebesar […]