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🌋 Katalis: Aktivitas Gunung Anak KrakatauAktivitas vulkanik dan paparan abu berpotensi meningkatkan risiko gangguan pernapasan, iritasi mata, dan keluhan kesehatan lainnya. Dampak ke Healthcare: Berpotensi meningkatkan kebutuhan obat, produk kesehatan, diagnostik, alat kesehatan, dan layanan rumah sakit. 🔄 Healthcare Momentum: Berpotensi menjadi katalis jangka pendek bagi emiten Healthcare seiring meningkatnya perhatian dan kebutuhan masyarakat terhadap […]

Market Indonesia | IHSG IHSG Terkoreksi Usai ReliIHSG bergerak terkoreksi 0.47% ke level 6,636 pada perdagangan Jumat (04/09), setelah sempat menguat di awal perdagangan dan menyentuh level tertinggi dalam sekitar 3 bulan. Koreksi dipengaruhi aksi profit taking setelah penguatan dalam beberapa sesi sebelumnya, meski sentimen eksternal masih positif seiring meredanya ekspektasi kenaikan suku bunga The […]

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 Solid Bergerak di Zona Hijau IHSG bergerak menguat 1.09% ke level 6,668 pada perdagangan Kamis (03/09), melanjutkan rebound dan mencapai level tertinggi dalam sekitar 3 bulan. Sentimen pasar didukung penguatan Wall Street dan bargain hunting pada saham yang sebelumnya tertekan. Dari domestik, pelantikan Destry Damayanti sebagai Gubernur BI turut menjadi […]

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.

Keterbatasan air di kawasan Morowali berpotensi memangkas produksi IMIP hingga 30–40%. Mengingat IMIP merupakan salah satu pusat utama hilirisasi nikel RI, gangguan berkepanjangan dapat menekan supply dan ekspor produk nikel Indonesia. “Ditaksir dari keseluruhan operasional industri di IMIP, El Niño melambatkan laju produksi hingga mengakibatkan 30%—40% penurunan produksi. ” Head of Media Relations IMIP Dedy […]

Market Indonesia | IHSG IHSG Melemah TipisIHSG bergerak melemah tipis 0.06% ke level 6,596 pada perdagangan Rabu (02/09), setelah sebelumnya menguat dalam dua sesi berturut-turut. Sentimen pasar masih tertekan oleh kenaikan inflasi Agustus ke 3.19% YoY serta tekanan eksternal dari kenaikan yield obligasi dan harga minyak global. Namun, pelemahan IHSG relatif terbatas seiring dukungan dari […]

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.

In August 2026, the 10-year U.S. Treasury yield climbed to around 4.78%, its highest level since January 2025, as renewed hawkish signals from the Federal Reserve and higher oil prices strengthened expectations for a September rate hike. U.S. headline CPI eased to 3.4% YoY in July (vs. 3.5% prior), while core CPI moderated to 2.5% […]

Market Indonesia | IHSG IHSG Solid Bergerak di Zona HijauIHSG bergerak menguat 1.14% ke level 6,600 pada perdagangan Selasa (01/09), melanjutkan penguatan dari sesi sebelumnya. Value transaksi tercatat sebesar Rp20.7 Triliun. Sentimen domestik turut mendapat dukungan dari Inflasi Agustus naik ke 3.19% YoY, sementara neraca perdagangan Juli kembali surplus USD0.13 miliar dengan ekspor tumbuh 6.05% […]