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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.
Market Indonesia | IHSG IHSG Terkoreksi TipisIHSG melemah tipis 0.12% ke level 6,344 pada perdagangan Kamis (06/08), setelah sempat dibuka menguat. Value transaksi tercatat sebesar Rp18.2 triliun, lebih tinggi dibandingkan hari sebelumnya Rp14.9 triliun. Pergerakan IHSG tetap ditopang optimisme terhadap prospek ekonomi domestik setelah PDB Indonesia kuartal II-2026 tumbuh 5.29% YoY, melampaui ekspektasi pasar sebesar […]
Secara keseluruhan, sektor retail masih mencatatkan kinerja yang solid pada Semester I-2026 , tercermin dari mayoritas emiten yang membukukan pertumbuhan laba bersih. Namun, dari sisi valuasi dan teknikal, peluang investasi di masing-masing saham mulai menunjukkan karakteristik yang berbeda. Secara fundamental dan teknikal, urutan saham retail yang cukup menarik saat ini adalah: 💡 InsightKinerja sektor retail […]
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 Lanjut Reli Didukung Rilis PDB IHSG menguat 0.50% ke level 6,351 pada perdagangan Rabu (05/08). Penguatan indeks memperpanjang kenaikan pada sesi sebelumnya. Value transaksi tercatat sebesar Rp14.9 triliun, lebih tinggi dibandingkan hari sebelumnya Rp13.0 triliun. Penguatan indeks didukung rilis data ekonomi domestik, di mana PDB Indonesia kuartal II-2026 tumbuh 5.29% […]
Domestic Demand Sustains Economic Expansion Indonesia’s economy expanded by 5.29% year on year in the second quarter of 2026, moderating from 5.61% in the previous quarter, while first-half growth reached 5.45%. The expansion was driven primarily by household consumption and fixed investment, which contributed 2.67 and 2.06 percentage points to GDP growth, respectively, while manufacturing, trade, […]
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 Ditutup di Level TertinggiIHSG ditutup menguat 1.37% ke level 6,320 pada perdagangan Selasa (04/08). Indeks solid bergerak di zona hijau hingga akhir sesi perdagangan berhasil ditutup di level tertinggi. Value transaksi tercatat sebesar Rp13.0 triliun, lebih rendah dibandingkan hari sebelumnya Rp14.4 triliun. Penguatan indeks terjadi di tengah penantian rilis data […]
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.