Research & Stock Picks

Economic Reports

23 September 2024

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Samuel Weekly Economic Report 23 September 2024

Highlight

  • Surplus Perdagangan Melebihi Ekspektasi: Surplus perdagangan Indonesia mencapai USD 2.89 miliar pada Agustus 2024, didorong oleh permintaan yang kuat untuk minyak kelapa sawit, batu bara, dan barang-barang manufaktur. Namun, angka tersebut 6.96% lebih rendah dari angka tahun sebelumnya akibat fluktuasi permintaan global dan harga komoditas yang lebih rendah.

 

  • Pemangkasan Suku Bunga BI: Sebagai langkah antisipasi, Bank Indonesia menurunkan suku bunga acuannya sebesar 25 bps menjadi 6%, tidak lama sebelum The Fed memangkas suku bunga acuannya sebesar 50 bps. Kedua langkah tersebut diharapkan dapat mendukung investasi dan merangsang aktivitas ekonomi di Indonesia.

 

  • DPR Setujui APBN USD 237 Miliar: DPR Indonesia menyetujui APBN sebesar USD 237 miliar untuk tahun 2025, dengan alokasi yang signifikan untuk infrastruktur dan program sosial, demi mendukung pemerintahan Presiden terpilih Prabowo Subianto.

 

  • Pasar Nikel Indonesia: Ekspor nikel pig iron Indonesia ke Eropa melonjak pada tahun 2024, memperkuat dominasi Indonesia di pasar nikel global, khususnya sebagai pemasok utama untuk produksi baterai kendaraan listrik.

 

  • Peluncuran Indeks SSUPER: Samuel Sekuritas Indonesia, bekerja sama dengan Kementerian Pariwisata dan Ekonomi Kreatif, meluncurkan Indeks SSUPER, yang bertujuan untuk meningkatkan kesadaran dan mempromosikan investasi di sektor pariwisata dan ekonomi kreatif.

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