Research & Stock Picks

Economic & Fixed Income

03 July 2024

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Samuel Daily Economic 3 July 2024

Ikhtisar

Meskipun tingkat inflasi di Indonesia sudah turun ke 2.51 persen, namun Bank Indonesia (BI) belum bisa menurunkan suku bunga akibat tekanan pada nilai tukar rupiah. PMI sektor manufaktur mencapai titik terendah dalam 13 bulan di 50.7, dan para peritel memperkirakan kuartal ketiga akanpenuh tantangan. Importir lokal khawatir dengan usulan bea masuk sebesar 200% terhadap impor Tiongkok yang berpotensi mempermarak penyelundupan. Angka kemiskinan Indonesia menurun ke 25.22 juta orang di Maret 2024. Pemerintah mempertahankan program makan gratisnya di tengah kekhawatiran Bank Dunia. Menteri Keuangan Sri Mulyani mengusulkan suntikan modal IDR 6.1 triliun untuk lima badan usaha milik negara. OECD memperkirakan Indonesia akan menjadi salah satu dari lima negara dengan perekonomian terbesar pada tahun 2050. CSIS melaporkan perdagangan dan investasi Indonesia sangat bergantung pada Tiongkok. Pusat data nasional kembali dipulihkan setelah serangan ransomware. Jadestone Energy mulai beroperasi di fasilitas gas Akatara, dan eksplorasi PT Pertamina Hulu Rokan meningkatkan cadangan minyak Blok Rokan. Delta Dunia menyelesaikan pembelian batu bara senilai USD 122.4 juta, dan MIND ID mengambil alih saham Vale Indonesia. Kementerian Energi dan Sumber Daya Mineral membuka pengelolaan pertambangan mineral bagi ormas keagamaan. Proyek panas bumi terhenti karena prospek keuntungan yang kurang menarik. Ibu kota baru, Nusantara, menghadapi tantangan logistik. Metro Pacific mengakuisisi saham PT Jasa Marga, dan lima bank sentral Asia Tenggara sedang melakukan standarisasi sistem pembayaran instan. Aset dan investasi Otoritas Investasi Indonesia meningkat, dan BEI berencana memperkenalkan penyedia likuiditas. FWD Indonesia mendapat outlook stabil dari Fitch Ratings. Presiden Jokowi sedang menyusun strategi peraturan kantor keluarga dengan potensi dana kelolaan sebesar USD 500 miliar. Diskusi di Hubbis Indonesia Wealth Management Forum menyoroti permasalahan yang dihadapi keluarga bisnis. Kunjungan wisatawan asing mencapai 5.2 juta, dan dua belas investor memberikan investasi jutaan dolar pada sektor tekstil Indonesia. Menteri Kesehatan Budi Gunadi Sadikin menyikapi mahalnya harga obat di Indonesia dibandingkan di Malaysia.

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