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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 Indeks Menguat, Didukung Status FTSE IHSG ditutup naik 4.42% ke level 7,279 pada perdagangan Rabu (08/04). Sentimen positif datang dari keputusan FTSE Russell yang mempertahankan status Indonesia sebagai Secondary Emerging Market. Penguatan IHSG didorong oleh saham BBCA, AMMN, dan BBRI. Value transaksi tercatat sebesar Rp22.86 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 Indeks Kembali Ditutup Melemah IHSG ditutup turun 0.26% ke level 6,971 pada perdagangan Selasa (07/04). Pergerakan indeks cenderung volatile, sempat ke level tertinggi 7,022 dan juga sempat menyentuh level terendah 6,943. Pelemahan IHSG dibebani oleh saham BBRI, ASII, dan BMRI. Value transaksi tercatat sebesar Rp13.49 triliun, lebih rendah dibandingkan hari sebelumnya […]
BPI Danantara melalui PT Danantara Asset Management (DAM) mengkonsolidasikan 4 manajer investasi BUMN dengan nilai transaksi ±Rp2.7 triliun. 📌 Rincian Akuisisi: 🎯 Tujuan:Meningkatkan sinergi, efisiensi, dan membentuk asset manager skala besar yang kompetitif secara regional. đź’ˇ Insight:Emiten perbankan terkait berpotensi memperoleh imbal hasil nilai akuisisi dari konsolidasi manajer investasi oleh Danantara. Namun, kontribusi pendapatan non-bunga […]
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 Indeks Melemah di Awal Pekan IHSG ditutup melemah 0.53% ke level 6,989 pada perdagangan Jumat (06/04). Implementasi High Shareholding Concentration (HSC) oleh OJK dapat menyebabkan tekanan jual dalam jangka pendek. Pelemahan IHSG dibebani oleh saham DSSA, BREN, dan BYAN. Value transaksi tercatat sebesar Rp15.25 triliun, lebih tinggi dibandingkan hari sebelumnya sebesar […]
OJK bersama BEI dan KSEI mulai merilis daftar saham dengan kepemilikan terkonsentrasi tinggi (High Shareholding Concentration/HSC) Publikasi ini bertujuan meningkatkan transparansi bagi investor dalam mengambil keputusan investasi. 📊 Apa itu HSC? 🔍 Cara Memahami HSCHSC ini bukan label permanen, tapi lebih ke: “kondisi kepemilikan pada waktu tertentu”Artinya: Perubahan status HSC bisa terjadi karena: ⚠️ Hal […]
PT Oki Pulp & Paper Mills “OPPM” OPPM maintains a strong position in the pulp and tissue industry, supported by its strategic role within APP Group, where it contributes around 30% of the group’s annual pulp production capacity. The company’s market standing is expected to strengthen further with the development of a new three-million-ton pulp mill […]
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.