Research & Stock Picks

Economic & Fixed Income

26 June 2024

By

Samuel Daily Economic 26 June 2024

Ikhtisar

Pemerintah akan mengalokasikan IDR 71 triliun (USD 4.33 miliar) untuk program makan gratis untuk siswa yang diusung oleh Presiden terpilih Prabowo Subianto, dengan tujuan untuk menjaga defisit fiskal tahun 2025 di bawah ambang batas 3%, meskipun ada kekhawatiran dari dunia internasional mengenai belanja negara di masa depan. Bank Indonesia menunda penyesuaian suku bunga, dengan fokus pada intervensi pasar untuk menstabilkan rupiah di tengah defisit anggaran yang kecil (0.10% PDB) dan penurunan pendapatan negara. Sementara itu, Bank Dunia telah meningkatkan perkiraan pertumbuhan PDB tahunan Indonesia menjadi 5.1% per tahun hingga tahun 2026. Di sektor korporasi, perkembangan signifikan termasuk pembatalan investasi Eramet dan BAS sebesar USD 2.6 miliar serta ekspansi Pertamina di ladang minyak dan gas Irak. Selain itu, sektor asuransi dan Bursa Efek Indonesia mengalami pertumbuhan yang pesat, serta adanya insentif baru yang mendorong pengembangan hidrogen ramah lingkungan dan integrasi yang cermat terhadap standar transfer pricing OECD. Dari dunia politik, Indonesia bersiap untuk transisi kekuasaan sembari mengatasi ancaman keamanan siber yang serius dan ketegangan geopolitik, khususnya terkait tindakan di Laut Cina Selatan dan memajukan kolaborasi energi nuklir dengan negara-negara besar.

Share This:

Highlights

Download PDF

Download PDF

Daily Economic SSI_26062024_EN
Daily Economic SSI_26062024_ID

Download PDF

Daily Economic SSI_26062024_EN
Daily Economic SSI_26062024_ID

More Related

Morning Briefs

Mar 13, 2026

JCI is Expected to Decline Today

Economic Reports

Mar 13, 2026

Samuel Daily Economic Insights 13 March 2026

Morning Briefs

Mar 12, 2026

JCI is Expected to Decline Today

Economic Reports

Mar 12, 2026

Samuel Daily Economic Insights 12 March 2026

Morning Briefs

Mar 11, 2026

JCI is Expected to Move Up Today

Economic Reports

Mar 11, 2026

Samuel Daily Economic Insights 11 March 2026

Company Reports

Mar 10, 2026

GIAA: BUY (Initiation), TP at 130 – Time to Take Off

Morning Briefs

Mar 10, 2026

JCI is Expected to Move Up Today

Economic Reports

Mar 10, 2026

Samuel Daily Economic Insights 10 March 2026

Morning Briefs

Mar 9, 2026

JCI is Expected to Decline Today

Economic Reports

Mar 9, 2026

Samuel Weekly Economic Insights 9 March 2026

Economic Reports

Mar 6, 2026

Indonesia Foreign Exchange Reserves: 6 March 2026

laba bri

Company Reports

Mar 6, 2026

BBRI: BUY (Maintained), TP at 4,400 – 4Q25 Results

Morning Briefs

Mar 6, 2026

JCI is Expected to Decline Today

Economic Reports

Mar 6, 2026

Samuel Daily Economic Insights 6 March 2026

Morning Briefs

Mar 5, 2026

JCI is Expected to Decline Today

Economic Reports

Mar 5, 2026

Samuel Daily Economic Insights 5 March 2026

Company Reports

Mar 4, 2026

DEWA: Transformation, Expansion, Diversification

Morning Briefs

Mar 4, 2026

JCI Expected to Decline Today

Economic Reports

Mar 4, 2026

Samuel Daily Economic Insights 4 March 2026

Morning Briefs

Mar 3, 2026

JCI Expected to Decline Today

Economic Reports

Mar 3, 2026

Samuel Daily Economic Inisghts 3 March 2026

Economic Reports

Mar 2, 2026

Indonesia February Inflation: 2 March 2026

Economic Reports

Mar 2, 2026

Balance of Trade: 2 March 2026

Economic Reports

Mar 2, 2026

Indonesia Manufacturing PMI: 2 March 2026

Morning Briefs

Mar 2, 2026

JCI Expected to Decline Today

Economic Reports

Mar 2, 2026

Samuel Monthly Economic Insights 2 March 2026

Morning Briefs

Feb 27, 2026

JCI Expected to Decline Today

Economic Reports

Feb 27, 2026

Samuel Daily Economic Insights 27 February 2026

btn

Company Reports

Feb 26, 2026

BBTN: BUY (Maintained), TP at 1,600 – Cheapest in the Sector

Morning Briefs

Feb 26, 2026

JCI Expected to Move Up Today

Economic Reports

Feb 26, 2026

Samuel Daily Economic Insights 26 February 2026

Morning Briefs

Feb 25, 2026

JCI Expected to Move Up Today

Economic Reports

Feb 25, 2026

Samuel Daily Economic Insights 25 February 2026

Economic Reports

Feb 24, 2026

Samuel Daily Economic Insights 24 February 2026

Morning Briefs

Feb 23, 2026

Samuel’s Weekly Stock Statistics: 20-Feb-2026

Morning Briefs

Feb 23, 2026

JCI Expected to Move Up Today

Economic Reports

Feb 23, 2026

Samuel Weekly Economic Insights 23 February 2026

Morning Briefs

Feb 20, 2026

JCI Expected to Move Sideways Today

Economic Reports

Feb 20, 2026

Samuel Daily Economic Insights 20 February 2026

Economic Reports

Feb 19, 2026

BI’s 7-Day Repo Rate: 19 February 2026

Morning Briefs

Feb 19, 2026

JCI Expected to Move Up Today

Economic Reports

Feb 19, 2026

Samuel Daily Economic Insights 19 February 2026

laba bris

Company Reports

Feb 18, 2026

BRIS: BUY (Maintained), TP at 2,800 – Funding Mix & Fees: Continued Improvements

Morning Briefs

Feb 18, 2026

Samuel’s Weekly Stock Statistics: 18-Feb-2026

Morning Briefs

Feb 18, 2026

JCI Expected to Move Sideways Today

Economic Reports

Feb 18, 2026

Samuel Weekly Economic Insights 18 February 2026

Morning Briefs

Feb 13, 2026

JCI Expected to Move Sideways Today

Economic Reports

Feb 13, 2026

Samuel Daily Economic Insights 13 January 2026

laba bank mandiri 2024

Company Reports

Feb 12, 2026

BMRI: BUY (Maintained), TP at 5,700 – Calmer Growth Outlook

Morning Briefs

Feb 12, 2026

JCI Expected to Sideways Today

Economic Reports

Feb 12, 2026

Samuel Daily Economic Insights 12 February 2026

Morning Briefs

Feb 11, 2026

JCI Expected to Strengthen Today

Economic Reports

Feb 11, 2026

Samuel Daily Economic Insights 11 February 2026

Economic Reports

Feb 10, 2026

Indonesia Consumer Confidence Index: 10 February 2026

pertumbuhan BBCA

Company Reports

Feb 10, 2026

BBCA: BUY (Maintained), TP at 8,600 – Unparalleled Funding Franchise

Economic Reports

Feb 10, 2026

Samuel Daily Economic Insights 10 February 2026

Morning Briefs

Feb 9, 2026

IHSG Expected to Rise Today

Economic Reports

Feb 9, 2026

Samuel Weekly Economic Insights 9 February 2026

Economic Reports

Feb 6, 2026

Indonesia Foreign Exchange Reserves: 6 February 2026

Morning Briefs

Feb 6, 2026

JCI is Expected to Decline Today

Economic Reports

Feb 6, 2026

Samuel Daily Economic Insights 6 February 2026

Kinerja BBNI

Company Reports

Feb 5, 2026

BBNI: BUY (Maintained), TP at 5,300 – 4Q25 Results

Economic Reports

Feb 5, 2026

Gross Domestic Product 4Q25: 5 February 2026

Morning Briefs

Feb 5, 2026

JCI Expected to Move Sideways Today

Economic Reports

Feb 5, 2026

Samuel Daily Economic Insights 5 February 2026

Morning Briefs

Feb 4, 2026

IHSG Expected to Move Sideways Today

Economic Reports

Feb 4, 2026

Samuel Daily Economic Insights 4 February 2026

Economic Reports

Feb 3, 2026

Samuel Daily Economic Insights 3 February 2026

Economic Reports

Feb 2, 2026

Indonesia January Inflation: 2 February 2026

Economic Reports

Feb 2, 2026

Balance of Trade: 2 February 2026

Morning Briefs

Feb 2, 2026

Samuel’s Weekly Stock Statistics: 2-Feb-2025

Economic Reports

Feb 2, 2026

Indonesia Manufacturing PMI: 2 February 2026

Morning Briefs

Feb 2, 2026

IHSG Expected to Move Sideways Today

Economic Reports

Feb 2, 2026

Samuel Monthly Economic Insights 2 February 2026

Morning Briefs

Jan 30, 2026

IHSG Expected to Rise Today

Economic Reports

Jan 29, 2026

Fed Rate Meeting: 29 January 2026

Morning Briefs

Jan 29, 2026

JCI is Expected to Decline Today

Economic Reports

Jan 29, 2026

Samuel Daily Economic Insights 29 January 2026

Morning Briefs

Jan 28, 2026

IHSG Expected to Rise Today

Economic Reports

Jan 27, 2026

Samuel Daily Economic Insights 27 January 2026

Company Reports

Jan 26, 2026

RLCO: Flying High

Company Reports

Jan 26, 2026

ERAA: Activating Growth

Morning Briefs

Jan 26, 2026

Samuel’s Weekly Stock Statistics: 26-Jan-2025

Company Reports

Jan 26, 2026

Building Paradise

Morning Briefs

Jan 26, 2026

IHSG Berpotensi Sideways Hari Ini

Economic Reports

Jan 26, 2026

Samuel Weekly Economic Insights 26 January 2026

Morning Briefs

Jan 23, 2026

JCI Expected to Move Up Today

Economic Reports

Jan 23, 2026

Samuel Daily Economic Insights 23 January 2026

Morning Briefs

Jan 22, 2026

JCI Expected to Move Up Today

Economic Reports

Jan 22, 2026

Samuel Daily Economic Insights 22 January 2026

Economic Reports

Jan 21, 2026

BI’s 7-Day Repo Rate: 21 January 2026

Morning Briefs

Jan 21, 2026

JCI Expected to Weaken Today

Economic Reports

Jan 21, 2026

Samuel Daily Economic Insights 21 January 2026

Economic Reports

Jan 20, 2026

Samuel Daily Economic Insights 20 January 2026

Company Reports

Jan 19, 2026

Place Your Bets

Morning Briefs

Jan 19, 2026

Samuel’s Weekly Stock Statistics: 19-Jan-2025

Morning Briefs

Jan 19, 2026

IHSG Berpotensi Melemah Hari Ini

Economic Reports

Jan 19, 2026

Samuel Weekly Economic Insights 19 January 2026