Blog
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 Koreksi Tajam Setelah Kenaikan 4 Hari Beruntun IHSG ditutup turun 2.86% ke level 6,969 pada perdagangan Jumat (08/05). Pergerakan indeks konsisten berada di zona merah sepanjang perdagangan sejalan dengan penurunan di semua sektor. Pembeban IHSG hari ini diantaranya BREN, DSSA, dan AMMN. Dari sisi aktivitas, nilai transaksi tercatat sebesar Rp36.09 […]
🇮🇳 India: Special Additional Excise Duty (2022) 🇬🇧 Inggris: Energy Profits Levy (2022) 🇦🇺 Australia: Royalti Progresif Batu Bara (2022) 🇷🇴 Rumania: Pajak Listrik & Gas (2021–2022) 🇫🇮 Finlandia: Pajak Laba Solidaritas (2018–2021) 📌 Key TakeawaySecara umum, windfall tax efektif membantu anggaran saat krisis. Namun, dampak jangka panjangnya sering berupa meningkatnya ketidakpastian dan turunnya kepercayaan […]
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 Menguat Tersengat Sentimen Global IHSG ditutup menguat 1.15% ke level 7,174 pada perdagangan Kamis (07/05). Indeks menguat tersengat sentimen positif global seiring optimisme de-eskalasi konflik Timur Tengah. Penguatan Indeks ditopang oleh saham BBCA, BBRI, dan MORA. Dari sisi aktivitas, nilai transaksi tercatat sebesar Rp23.19 triliun, lebih tinggi dibandingkan hari sebelumnya […]
Pemerintah tengah mengkaji penerapan windfall tax dan bea keluar untuk komoditas nikel dan batu bara. Kebijakan ini memiliki beberapa tujuan: 1️⃣ Meningkatkan penerimaan negara untuk membantu beban subsidi energi“Iya nanti ada Bea Keluar dan windfall tax, tetapi itu masih didiskusikan dengan Kementerian ESDM, yang jelas cukup untuk menutup kenaikan subsidi APBN kita” Menurut Menkeu Purbaya […]
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 Menguat 3 Hari Beruntun IHSG ditutup menguat 0.50% ke level 7,092 pada perdagangan Rabu (06/05). Indeks solid bergraka di zona hijua dengan range perdagangan 7,049 – 7,128. Penguatan Indeks ditopang oleh saham MORA, TPIA, dan BRMS. Dari sisi aktivitas, nilai transaksi tercatat sebesar Rp17.71 triliun, lebih tinggi dibandingkan hari sebelumnya […]
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 Menguat di tengah Rilis Data GDP IHSG ditutup menguat 1.22% ke level 7,057 pada perdagangan Selasa (05/05). Indeks menguat dua hari beruntun, didorong oleh rilis data GDP yang di atas ekspektasi. Penguatan Indeks ditopang oleh saham BRPT, TPIA, dan BBRI. Dari sisi aktivitas, nilai transaksi tercatat sebesar Rp16.95 triliun, lebih […]