■ China's investment in Indonesia has surged by 31% over the past six years, reaching USD 35.3 billion in 2025, with the majority of these investments (USD 15.55 billion) directed towards the basic metal industry.
■ Danantara has signed an agreement to co-develop USD 1.42 billion nickel processing facility with a capacity of 60,000 tonnes per year, in collaboration with Vale and GEM.
■ On Thursday (28/8), JCI closed +0.20% higher at 7,952.0 with foreign investors posting net sell of IDR 293.6 billion in the regular market and net buy IDR 14.9 billion in the negotiated market.
■ According to Relative Rotation Graph (RRG), all long-term yields above 10 years are still leading the 10-year benchmark, but experiencing weaker momentum, except for the 9-13-16 and 30-year tenors. Meanwhile, except for the 8- and 9-year tenors, all short-term tenors below 10 years are lagging behind the 10-year, all experiencing weakening momentum.
■ We recommend INDOGB bonds such as FR91, FR88, FR85, FR67, FR89 and INDOIS: PBS25, PBS35, PBS38.
Samuel Sekuritas Indonesia is a leading Indonesian securities brokerage firm. Established in 1997, the firm has grown to become one of the most respected and trusted financial services companies in the country. With a wide range of services and products, Samuel Sekuritas Indonesia has become a trusted partner to many investors, both institutional and individual.
The company offers a variety of financial services, including equity, debt and derivative securities brokerage services, research and portfolio management, asset management and capital market services, as well as a range of other investment solutions. Samuel Sekuritas Indonesia is also a leader in providing financial education and training, and has established itself as a leading provider of investor relations services.
The company has a strong research capability and is committed to providing its clients with up-to-date and reliable market analysis and recommendations. It also has a team of experienced and knowledgeable professionals who are dedicated to providing quality service to its clients. As a result, Samuel Sekuritas Indonesia has become a preferred partner for many investors in Indonesia.
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