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■ The government has allocated IDR 16 trillion from its budget surplus to state-owned banks. The capital injection is aimed at supporting Red and White Village Cooperatives by facilitating loan distribution.
■ Despite a projected 9.8% increase in state revenue for the 2026 State Budget (RAPBN), Finance Minister Sri Mulyani Indrawati has assured that there will be no new taxes or rate hikes.
■ On Wednesday (3/9), JCI closed +1.08% higher at 7,885.9 with foreign investors posting net sell of IDR 1,210.9 billion in the regular market and IDR 176.5 billion in the negotiated market.
■ According to Relative Rotation Graph (RRG), all long-term yields above 10 years remain ahead of the 10-year benchmark, but momentum is somewhat mixed. Tenors 11, 12, 16, 18, and 30 are experiencing strengthening momentum. Meanwhile, tenors 15 and 20 years are experiencing weakening momentum. Meanwhile, short-term yields below the 10-year benchmark are almost all lagging and experiencing weakening momentum. Tenors 9 and 11 years are actually leading, with the 9-year experiencing weakening momentum, but the 11-year is actually strengthening.
■ 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.
In addition to its financial services, Samuel Sekuritas Indonesia also offers a range of other services, such as corporate finance and advisory services, mergers and acquisitions, and venture capital.
