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Uni Emirat Arab memutuskan akan keluar dari OPEC dan OPEC+ mulai 1 Mei 2026. Keputusan ini diambil agar Uni Emirat Arab memiliki fleksibilitas lebih besar dalam menentukan produksi minyak tanpa terikat kuota. ⚙️Dampak ke Pasar MinyakBerdasarkan data produksi global, struktur OPEC sangat terkonsentrasi: Dalam jangka panjang, keluarnya produsen besar seperti UEA umumnya didorong oleh keinginan […]
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 Melemah 7 Hari Beruntun IHSG ditutup melemah 0.48% ke level 7,072 pada perdagangan Selasa (28/04). Indeks melemah 7 hari beruntun meskipun di awal sesi sempat rebound terbatas. Pelemahan Indeks dibebani oleh saham AMMN, DSSA, dan TPIA. Dari sisi aktivitas, nilai transaksi tercatat sebesar Rp17.51 triliun, lebih tinggi dibandingkan hari sebelumnya […]
Performa IndexIHSG mencatat kinerja paling lemah di kawasan dengan -18% YTD dan hanya +5% dalam 1 tahun, tertinggal jauh dari bursa regional. Vietnam memimpin diikuti Thailand dan China. Sementara itu, Hong Kong dan Malaysia juga masih menunjukkan performa yang lebih solid dibanding IHSG. Valuasi (P/E Ratio)Secara valuasi, IHSG berada di level 16.8x, relatif sama dengan […]
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 Melanjutkan Pelemahan di Awal Pekan IHSG ditutup melemah 0.32% ke level 7,106 pada perdagangan Senin (27/04). Indeks sempat menguat pada sesi pertama namun berakhir di level terendah. Pelemahan Indeks dibebani oleh saham DSSA, ASII, dan BMRI. Dari sisi aktivitas, nilai transaksi tercatat sebesar Rp16.57 triliun, lebih rendah 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 Melemah Seminggu Beruntun IHSG ditutup melemah 3.38% ke level 7,129 pada perdagangan Jumat (24/04) dengan kinerja mingguan melemah 6.61%. Indeks solid bergerak di zona merah dengan range perdagangan 7,116 – 7,384. Pelemahan Indeks dibebani oleh saham BBCA, DSSA, dan BBRI. Dari sisi aktivitas, nilai transaksi tercatat sebesar Rp24.34 triliun, lebih […]
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 Tersengat Rupiah, IHSG Melemah IHSG ditutup melemah 2.16% ke level 7,379 pada perdagangan Kamis (23/04). Indeks sempat bergerak di sekitar level 7,520 namun bergerak melemah seiring tekanan dari pelemahan nilai tukar rupiah. Pelemahan Indeks dibebani oleh saham DSSA, BREN, dan BBRI, Dari sisi aktivitas, nilai transaksi tercatat sebesar Rp20.50 triliun, lebih […]