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In April 2026, the 10-year U.S. Treasury yield eased to around 4.35% from its recent nine-month high, as cooling energy prices helped temper near-term inflation expectations despite ongoing geopolitical tensions in the Middle East. U.S. headline CPI accelerated to 3.3% YoY in March (vs. 2.4% prior), marking the highest level since May 2024, while core […]
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 Volatil, Berakhir di Zona Hijau IHSG ditutup menguat tipis 0.22% ke level 6,971 pada perdagangan Senin (04/05). Indeks sempat dibuka menguat tajam dan bergerak volatil dengan range perdagangan 6,989 – 7,070. Penguatan Indeks ditopang oleh saham TLKM, BBRI, dan BREN. Dari sisi aktivitas, nilai transaksi tercatat sebesar Rp21.13 triliun, relatif […]
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.
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 Meninggalkan level 7,000 IHSG ditutup melemah 2.03% ke level 6,957 pada perdagangan Kamis (30/04). Indeks bergerak volatil dengan range perdagangan 6,876 – 7,109. Pelemahan Indeks dibebani oleh saham BBRI, BBCA, dan BREN. Dari sisi aktivitas, nilai transaksi tercatat sebesar Rp21.88 triliun, lebih tinggi dibandingkan hari sebelumnya sebesar Rp17.24 triliun. Sebanyak […]
Seiring rencana penerapan B50 di Indonesia, kebutuhan metanol sebagai bahan baku biodiesel akan meningkat signifikan. Berikut peta sektor dan emiten yang masuk dalam ekosistem pendukung B50: 🛢️Biodiesel (FAME): Dari Minyak ke EnergiBiodiesel diproduksi lewat proses transesterifikasi antara minyak nabati (CPO/jelantah) dan metanol. Metanol adalah input utama biodiesel, namun Indonesia masih sangat tergantung impor. 🏭Peta Produksi […]
Emiten Biodiesel: TBLA, SMAR, JARR Implementasi mandatori B50, 50% biodiesel sawit (FAME) & 50% solar, yang ditargetkan berlaku mulai 1 Juli 2026 saat ini masih dalam tahap uji akhir oleh ESDM. Hasil sementara hingga April 2026 menunjukkan bahwa secara teknis, B50 sudah berada di jalur yang cukup aman untuk implementasi di dua sektor utama: Non-PSO […]
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 Pelemahan Beruntun IHSG ditutup menguat 0.41% ke level 7,101 pada perdagangan Rabu (29/04). Indeks menguat setelah pelemahan beruntun dengan range pergerakan 7,097 – 7,126. Penguatan Indeks didorong oleh saham TLKM, IMPC, dan APIC. Dari sisi aktivitas, nilai transaksi tercatat sebesar Rp17.24 triliun, relatif sama dibandingkan hari sebelumnya sebesar […]