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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.

🇺🇸 The Fed Naik 25 bps 🇮🇩 BI Masih Memiliki Ruang untuk Hold atau Kenaikan 1x (25bps) 🔑 SKENARIO: RUPIAH JADI GAME CHANGER ➡️ Jika rupiah masih resilient: ➡️ Jika rupiah melemah ➡️ Jika tekanan rupiah berlanjut & intervensi makin menguras buffer: 📌 Bottom Line:Dari sisi sektoral, perbankan menjadi salah satu sektor yang perlu diperhatikan. […]

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, Namun Berakhir MelemahIHSG sempat menguat hingga 0.8% ke level 6,511 pada Rabu (16/09), namun berbalik melemah 0.38% ke level 6,437, menghentikan penguatan intraday. Pergerakan pasar masih dipengaruhi sikap wait & see menjelang keputusan The Fed serta perhatian terhadap pelemahan rupiah dan potensi outflow asing. Dari domestik, investor mencermati langkah […]

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 Lanjutkan PelemahanIHSG melemah 1.13% ke level 6,461 pada Selasa (15/09), memperpanjang koreksi menjadi lima sesi beruntun. Tekanan dipicu sentimen global dari pelemahan Wall Street, kenaikan harga minyak dan yield obligasi, serta investor yang menanti keputusan The Fed. Dari domestik, pasar mencermati pergantian Menteri Keuangan dengan Suahasil Nazara menggantikan Purbaya Yudhi […]

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.

BEI meluncurkan IDX Green Equity Designation pada 28 Agustus 2026 sebagai penandaan khusus bagi emiten yang memiliki eksposur signifikan terhadap kegiatan ekonomi hijau atau transisi rendah karbon. Namun, designation ini bukan indeks saham. Artinya, masuknya suatu saham ke dalam Green Equity Designation tidak secara otomatis menciptakan passive fund inflow seperti yang umumnya terjadi ketika saham […]

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 Pasca Reshuffle KabinetIHSG melemah tipis 0,1% setelah sempat tertekan hingga 6.371 atau sekitar -2,2%, menunjukkan aksi jual mulai mereda. Penguatan terjadi di tengah sentimen reshuffle kabinet yang membantu memangkas koreksi. Indeks merespons positif pengangkatan Suahasil Nazara sebagai Menteri Keuangan menggantikan Purbaya Yudhi Sadewa, sehingga mendorong aksi beli kembali. Nilai […]