Kinerja emiten rokok pada Semester I-2026 menunjukkan lonjakan laba bersih yang signifikan, meski pertumbuhan penjualan relatif terbatas. 📌 Pendorong Utama Kinerja 1️⃣ Cukai Flat (Tidak Naik):Tidak adanya kenaikan tarif CHT pada 2026 menjaga stabilitas beban pokok penjualan (COGS), sehingga tekanan biaya mereda dan margin keuntungan membaik. 2️⃣ Low-Base Effect:Kinerja Semester I-2026 didukung basis laba yang […]

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 IHSG Rebound Usai Koreksi Enam Hari IHSG menguat 1.56% ke level 6,186 pada perdagangan Kamis (30/07), mengakhiri pelemahan selama enam sesi berturut-turut. Penguatan indeks ditopang oleh kenaikan saham BBCA, BBRI, dan TLKM. Dari eksternal, pelaku pasar merespons keputusan The Fed yang kembali mempertahankan suku bunga, meski perbedaan pandangan di internal bank […]