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OJK bersama BEI dan KSEI mulai merilis daftar saham dengan kepemilikan terkonsentrasi tinggi (High Shareholding Concentration/HSC) Publikasi ini bertujuan meningkatkan transparansi bagi investor dalam mengambil keputusan investasi. 📊 Apa itu HSC? 🔍 Cara Memahami HSCHSC ini bukan label permanen, tapi lebih ke: “kondisi kepemilikan pada waktu tertentu”Artinya: Perubahan status HSC bisa terjadi karena: ⚠️ Hal […]

PT Oki Pulp & Paper Mills “OPPM” OPPM maintains a strong position in the pulp and tissue industry, supported by its strategic role within APP Group, where it contributes around 30% of the group’s annual pulp production capacity. The company’s market standing is expected to strengthen further with the development of a new three-million-ton pulp mill […]

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 Akhir Pekan IHSG ditutup melemah 2.19% ke level 7,026 pada perdagangan Kamis (02/04). Indeks melemah seiring tekanan dari sentimen global setelah pernyataan Donald Trump yang membuka peluang eskalasi lanjutan. Pelemahan IHSG dibebani oleh saham BREN, AMMN, dan BYAN. Value transaksi tercatat sebesar Rp12.6 triliun, lebih rendah dibandingkan hari […]

In March 2026, global markets were shaped by escalating tensions in the Middle East, particularly in the Persian Gulf, which heightened uncertainty and increased demand for safe-haven assets. As a result, the 10-year U.S. Treasury yield declined to around 4.3% from its recent peak of 4.44%, despite relatively stable inflation, with headline CPI at 2.4% […]

Pemerintah melalui Menko Perekonomian Airlangga Hartarto mengonfirmasi B50 bakal berlaku mulai 1 Juli 2026. 🌱 Dampak Positif ke Emiten CPO 🏭Emiten CPO & Produksi Biodiesel PT Tunas Baru Lampung Tbk (TBLA) PT Sinar Mas Agro (SMAR) PT Jhonlin Agro Raya Tbk (JARR) 💡InsightSelain emiten yang secara langsung berkontribusi terhadap produksi biodiesel, emiten CPO Perkebunan juga […]

Indonesian government bond yields declined across the curve, with the 5Y falling 9.9 bps to 6.44% and the 10Y dropping 17.8 bps to 6.68%, resulting in a flatter 5Y–10Y curve, while longer tenors also saw notable compression. Meanwhile, government sukuk yields moved lower in line with the rally, and the INDOBEX Composite rose 0.53% to 343.97. On the macro side, inflation eased to 3.48% YoY in March with core at 2.52% YoY, while the trade surplus narrowed to USD1.28bn as imports outpaced exports and the PMI edged down to 50.1, signaling softer momentum. On the credit side, BSN maintained an idAA+ rating with a stable outlook supported by strong fundamentals, while SMF’s upcoming bond maturity remains manageable given solid liquidity.

Market Indonesia | IHSG Ekspektasi De-Eskalasi Konflik, IHSG Menguat IHSG ditutup menguat 1.93% ke level 7,184 pada perdagangan Rabu (01/04). Indeks solid bergerak di zona hijau seiring ekspektasi de-eskalasi konflik Iran-AS. Penguatan IHSG dibebani oleh saham IMPC, TLKM, dan BREN. Value transaksi tercatat sebesar Rp16.34 triliun, lebih tinggi dibandingkan hari sebelumnya sebesar Rp14.95 triliun. Sebanyak […]

Indonesian government bond yields moved mixed, with the 5Y edging down 0.1 bps to 6.54% while the 10Y rose 2.6 bps to 6.86%, resulting in a steeper 5Y–10Y curve. Meanwhile, the Indo auction showed solid demand with IDR58.2T in bids and IDR40.0T awarded (1.46x), led by FR0109 and FR0108, bringing net issuance to IDR39.3T. On the global side, US labor data signaled gradual cooling as job openings fell to 6.88M, while US Treasuries rallied with the 2Y at 3.82% and 10Y at 4.33%, as traders continue to price in a steady Fed stance. On the credit side, INKP and BRPT maintain manageable maturities, supported by strong liquidity and refinancing plans.

Market Indonesia | IHSG IHSG Bergerak Volatil, Berakhir di Zona Merah IHSG ditutup melemah 0.61% ke level 7,048 pada perdagangan Selasa (31/03). Indeks bergerak volatill dengan range perdagangn di level 7,031 – 7,155. Pelemahan IHSG dibebani oleh saham BREN, BYAN, dan BRMS. Value transaksi tercatat sebesar Rp14.95 triliun, realtif sama dibandingkan hari sebelumnya sebesar Rp14.86 […]