Pemerintah menyuntikkan likuiditas jumbo sebesar IDR200 triliun ke bank-bank BUMN (BRI, Mandiri, BNI, BTN, dan BSI) untuk memperkuat sistem perbankan nasional, menurunkan rasio LDR, serta mendorong penyaluran kredit ke sektor produktif, khususnya UMKM. Dengan bunga penempatan lebih murah (80% dari BI 7-day reverse repo rate), kebijakan ini memberi ruang efisiensi biaya dana dan potensi ekspansi kredit, meski masih dibayangi lemahnya permintaan pinjaman dan risiko kenaikan NPL.Di tengah kondisi ini, Samuel Sekuritas menaikkan rekomendasi sektor perbankan ke NEUTRAL, dengan BBCA tetap menjadi pilihan utama berkat cost of credit rendah, basis CASA kuat, dan ROE tertinggi di sektor.
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.