Research & Stock Picks

Economic Reports

22 December 2024

By

Samuel Weekly Economic Insights 23 December 2024

  • Stabilitas Ekonomi di Tengah Tekanan Eksternal: Indonesia menunjukkan kekuatan ekonominya dengan surplus perdagangan sebesar USD 4.42 miliar di November 2024, langkah-langkah fiskal yang kuat, dan keputusan Bank Indonesia untuk mempertahankan suku bunga acuannya di 6%. Namun, rupiah menghadapi tekanan karena Federal Reserve AS merevisi proyeksi penurunan suku bunga tahun 2025 dari lima menjadi dua, yang memperkuat dolar AS dan meningkatkan volatilitas pasar negara berkembang.

 

  • Stimulus USD 51.65 Miliar dan Upaya Energi Terbarukan: Pemerintah meluncurkan stimulus USD 51.65 miliar untuk tahun 2025 guna mengimbangi dampak kenaikan PPN menjadi 12%. Indonesia juga menargetkan investasi energi terbarukan senilai IDR 2,200 triliun dalam 10 tahun mendatang, dengan fokus ke proyek-proyek panas bumi, surya, dan nuklir, meskipun ada masalah penundaan dan regulasi.

 

  • Dinamika Politik: Pemecatan Jokowi dan Gibran dari PDI-P mengisyaratkan perubahan besar di peta politik. Sementara itu, usulan Presiden Prabowo untuk menghapuskan Pilkada langsung mendapat reaksi keras serta kekhawatiran tentang kemunduran demokrasi.

 

  • Transformasi Digital: Indonesia memajukan ekonomi digitalnya melalui inovasi berbasis AI untuk UKM, adopsi blockchain, dan investasi keamanan siber. Pemerintah juga menawarkan peluang investasi pusat data kepada Elon Musk, demi memposisikan Indonesia sebagai pusat teknologi regional.

 

  • Inisiatif Lingkungan dan Kesejahteraan Sosial: Upaya adaptasi iklim mencakup pengembangan energi panas bumi dan konservasi hutan bakau, sementara kritik terhadap program reboisasi menunjukkan tantangan dalam upaya mencapai keberlanjutan. Di bidang sosial, kenaikan upah minimum di Tangerang dan program makanan gratis Jakarta menjadi bentuk langkah-langkah menuju inklusivitas tenaga kerja dan pengentasan kemiskinan di perkotaan.

Share This:

Highlights

Download PDF

Download PDF

3rd Week of December_23122024_EN
3rd Week of December_23122024_ID

Download PDF

3rd Week of December_23122024_EN
3rd Week of December_23122024_ID

More Related

Technical Stock Analysis

Dec 23, 2024

Daily Stock Technical – 23 Dec, 2024

Company Reports

Dec 20, 2024

Samuel IPO Snippet: BANGUN KOSAMBI SUKSES (CBDK)

peluang aces ditengah gejolak ekonomi

Company Reports

Dec 20, 2024

ACES: 11M24 SSSG

tren harga CPO

Company Reports

Dec 20, 2024

Palm Oil Weekly (13 – 19 December 2024): Avg. CPO MYR 4,847 (-4.9% WoW)

Technical Stock Analysis

Dec 20, 2024

Daily Stock Technical – 20 Dec, 2024

Morning Briefs

Dec 20, 2024

IHSG Berpotensi Melemah Hari Ini

Economic Reports

Dec 20, 2024

Samuel Daily Economic Insights 20 December 2024

Economic Reports

Dec 19, 2024

Fed Rate Meeting: 19 December 2024

Morning Briefs

Dec 19, 2024

IHSG Berpotensi Melemah Hari Ini

Technical Stock Analysis

Dec 19, 2024

Daily Stock Technical – 19 Dec, 2024

Economic Reports

Dec 19, 2024

Samuel Daily Economic Insights 19 December 2024

Company Reports

Dec 18, 2024

SSI Surveillance: Raw Materials (11 – 17 December 2024)

Economic Reports

Dec 18, 2024

BI’s 7-Day Repo Rate: 18 December 2024

Company Reports

Dec 18, 2024

SSI Surveillance: Poultry Mid-Weekly (9-13 December 2024)

Morning Briefs

Dec 18, 2024

IHSG Berpotensi Melemah Hari Ini

Technical Stock Analysis

Dec 18, 2024

Daily Stock Technical – 18 Dec, 2024

Economic Reports

Dec 17, 2024

Samuel Daily Economic Insights 18 December 2024

Technical Stock Analysis

Dec 17, 2024

Daily Stock Technical – 17 Dec, 2024

Economic Reports

Dec 16, 2024

Samuel Daily Economic Insights 17 December 2024

Economic Reports

Dec 16, 2024

Balance of Trade: 16 December 2024

Economic Reports

Dec 16, 2024

Samuel Weekly Economic Insights 2nd Week of December 2024

Morning Briefs

Dec 16, 2024

IHSG Berpotensi Bergerak Melemah Hari Ini

Technical Stock Analysis

Dec 16, 2024

Daily Stock Technical – 16 Dec, 2024

sawit

Company Reports

Dec 13, 2024

Palm Oil Weekly (6 – 12 December 2024): Avg. CPO MYR 5,096 (-1.9% WoW)

harga batu bara turun november

Company Reports

Dec 13, 2024

Coal Weekly (06 – 12 December 2024): Avg. USD 132.9/ton (-1.6% WoW)

harga minyak turun

Company Reports

Dec 13, 2024

Oil Weekly (06 – 12 December 2024): Avg. USD 72.5/bbl (-0.1% WoW)

Morning Briefs

Dec 13, 2024

IHSG Berpotensi Bergerak Melemah Hari Ini

Technical Stock Analysis

Dec 13, 2024

Daily Stock Technical – 13 Dec, 2024

Economic Reports

Dec 13, 2024

Samuel Daily Economic Insights 13 December 2024

Technical Stock Analysis

Dec 12, 2024

Daily Stock Technical – 12 Dec, 2024

Morning Briefs

Dec 12, 2024

IHSG Berpotensi Bergerak Menguat Hari Ini

Economic Reports

Dec 11, 2024

Samuel Daily Economic Insights 12 December 2024

Morning Briefs

Dec 11, 2024

IHSG Berpotensi Sideways Hari Ini

Technical Stock Analysis

Dec 11, 2024

Daily Stock Technical – 11 Dec, 2024

Economic Reports

Dec 10, 2024

Samuel Daily Economic Insights 11 December 2024

Technical Stock Analysis

Dec 10, 2024

Daily Stock Technical – 10 Dec, 2024

Economic Reports

Dec 10, 2024

Samuel Daily Insights 10 December 2024

Harga Emas Turun

Company Reports

Dec 9, 2024

Gold Weekly (02-06 December 2024): Avg. USD 2,640/oz (+0.2% WoW)

harga nikel naik

Company Reports

Dec 9, 2024

Nickel Weekly (02-06 December 2024): Avg. USD 15,720/ton (-0.4% WoW)

Company Reports

Dec 9, 2024

Copper Weekly (02-06 December 2024): Avg. USD 8,954/ton (+0.7% WoW)

Economic Reports

Dec 9, 2024

Indonesia Consumer Confidence Index: 9 December 2024

Morning Briefs

Dec 9, 2024

IHSG Berpotensi Bergerak Sideways Hari Ini

Technical Stock Analysis

Dec 9, 2024

Daily Stock Technical – 09 Dec, 2024

sawit

Company Reports

Dec 6, 2024

Palm Oil Weekly (29 November – 5 December 2024): Avg. CPO MYR 5,197 (+6.5% WoW)

batu bara china

Company Reports

Dec 6, 2024

Coal Weekly (29 Nov – 05 Dec 2024): Avg. USD 135.0/ton (-3.3% WoW)

pasar minyak tertekan

Company Reports

Dec 6, 2024

Oil Weekly (29 Nov – 05 Dec 2024): Avg. USD 72.6/bbl (-1.2% WoW)

batu bara melonjak

Company Reports

Dec 6, 2024

Bumi Resources (BUMI): IDR 140 – BUY, SSI TP: IDR 170; Cons. TP: IDR 170

Tantangan Batu Bara di Akhir 2024

Company Reports

Dec 6, 2024

Coal: 9M24 Results Round-up

tekan harga tembaga

Company Reports

Dec 6, 2024

Metal Mining: 9M24 Results Round-up

pertumbuhan solid oil n gas

Company Reports

Dec 6, 2024

Oil and Gas: 9M24 Results Round-up

Economic Reports

Dec 6, 2024

Indonesia Foreign Exchange Reserves: 6 December 2024

Company Reports

Dec 6, 2024

Banking: 10M24 Results Round-up

Technical Stock Analysis

Dec 6, 2024

Daily Stock Technical – 06 Dec, 2024

Economic Reports

Dec 6, 2024

Samuel Daily Economic Insight 6 December 2024

Morning Briefs

Dec 5, 2024

IHSG Berpotensi Sideways Hari Ini

Technical Stock Analysis

Dec 5, 2024

Daily Stock Technical – 05 Dec, 2024

Economic Reports

Dec 5, 2024

Samuel Daily Economic Insight 5 December 2024

tren harga CPO

Company Reports

Dec 4, 2024

Plantations: 9M24 Results Round-up

Company Reports

Dec 4, 2024

SSI Surveillance: Poultry Mid-Weekly (04 December 2024)

Company Reports

Dec 4, 2024

SSI Surveillance: Raw Materials (27 November – 03 December 2024)

laba bersih adro

Company Reports

Dec 4, 2024

ADRO: BUY (Maintain), TP: IDR 3,400 (from 4,200) – Renamed, Renewed, Rejuvenated

Morning Briefs

Dec 4, 2024

IHSG Berpotensi Sideways Hari Ini

Technical Stock Analysis

Dec 4, 2024

Daily Stock Technical – 04 Dec, 2024

Economic Reports

Dec 3, 2024

Samuel Daily Economic Insights 4 December 2024

tren harga CPO

Company Reports

Dec 3, 2024

Nusantara Sawit Sejahtera (NSSS): IDR 276 – BUY, SSI TP: IDR 300

harga nikel naik

Company Reports

Dec 3, 2024

Nickel Weekly (25-29 November 2024): Avg. USD 15,786/ton (+1.1% WoW)

Company Reports

Dec 3, 2024

Copper Weekly (25-29 November 2024): Avg. USD 8,894/ton (-0.2% WoW)

Company Reports

Dec 3, 2024

Gold Weekly (25-29 November 2024): Avg. USD 2,635/oz (-0.8% WoW)

laba merosot

Company Reports

Dec 3, 2024

United Tractors (UNTR): 10M24 Operational Results – BUY, SSI TP: IDR 29,600

Technical Stock Analysis

Dec 3, 2024

Daily Stock Technical – 03 Dec, 2024

Economic Reports

Dec 3, 2024

Samuel Daily Economic Insights 12 December 2024

Company Reports

Dec 2, 2024

Retailers: 9M24 Results Round-up

Company Reports

Dec 2, 2024

BRMS: 3Q24 Results – BUY, SSI TP: IDR 500

Economic Reports

Dec 2, 2024

Indonesia Manufacturing PMI: 2 December 2024

Economic Reports

Dec 2, 2024

Indonesia November Inflation: 2 December 2024

Economic Reports

Dec 2, 2024

Samuel Monthly Economic Insights 2 December 2024

Morning Briefs

Dec 2, 2024

IHSG Berpotensi Menguat Hari Ini

Technical Stock Analysis

Dec 2, 2024

Daily Stock Technical – 02 Dec, 2024

sawit

Company Reports

Nov 29, 2024

Palm Oil Weekly (22-29 November 2024): Avg. CPO MYR 4,889 (-2.0% WoW)

pertumbuhan solid oil n gas

Company Reports

Nov 29, 2024

Oil Weekly (22-28 November 2024): Avg. USD 73.4/bbl (+0.7% WoW)

batu bara melonjak

Company Reports

Nov 29, 2024

Coal Weekly (22- 28 November 2024): Avg. USD 139.6/ton (-2.2% WoW)

Morning Briefs

Nov 29, 2024

IHSG Berpotensi Melemah Hari Ini

Technical Stock Analysis

Nov 29, 2024

Daily Stock Technical – 29 Nov, 2024

Economic Reports

Nov 28, 2024

Samuel Daily Economic Insights 29 November 2024

Company Reports

Nov 28, 2024

2025 Rice Ban: Potential Winners

Technical Stock Analysis

Nov 28, 2024

Daily Stock Technical – 28 Nov, 2024

Morning Briefs

Nov 28, 2024

IHSG Berpotensi Melemah Hari Ini

Company Reports

Nov 26, 2024

NCKL: 3Q24 Results – BUY, SSI TP: IDR 1,200

Technical Stock Analysis

Nov 26, 2024

Daily Stock Technical – 26 Nov, 2024

Company Reports

Nov 26, 2024

4-Wheelers Auto Sales, 10M24

Company Reports

Nov 26, 2024

Automotive – Neutral – Automotive 3Q24 Round-Up

Economic Reports

Nov 25, 2024

Samuel Daily Economic Insight 26 November 2024

harga tembaga naik

Company Reports

Nov 25, 2024

Copper Weekly (18-22 November 2024): Avg. USD 8,915/ton (-1.1% WoW)

harga emas melesat

Company Reports

Nov 25, 2024

Gold Weekly (18-22 November 2024): Avg. USD 2,656/oz (+2.8% WoW)

harga nikel tertekan

Company Reports

Nov 25, 2024

Nickel Weekly (18-22 November 2024): Avg. USD 15,608/ton (-0.1% WoW)

Economic Reports

Nov 25, 2024

Samuel Weekly Economic Insight 25 November 2024

Technical Stock Analysis

Nov 25, 2024

Daily Stock Technical – 25 Nov, 2024

Morning Briefs

Nov 25, 2024

IHSG Berpotensi Menguat Hari Ini

Company Reports

Nov 22, 2024

SMRA: BUY, TP at 800 – 9M24 Results