Research & Stock Picks

Economic & Fixed Income

04 June 2024

By

Samuel Daily Economic 4 June 2024

Iktisar

Angka inflasi tahunan Indonesia turun ke 2.84% di Mei 2024, lebih rendah dari ekspektasi pasar, terutama akibat melambatnya permintaan pasca Idul Fitri dan tertundanya masa panen, yang menekan harga. Indeks PMI Manufaktur S&P Global Indonesia juga turun menjadi 52.1, angka terendahnya sejak November 2023, akibat melambatnya pertumbuhan produksi dan kenaikan harga input. Dari sektor bisnis, Pertamina menjaga harga bahan bakar non-subsidi tetap stabil, dan SKK Migas berpromosi di Future Energy Asia Summit. Pertamina Geothermal Energy dan PLN menandatangani perjanjian untuk memajukan pengembangan energi panas bumi, sementara Indonesia menunda pelarangan ekspor tembaga dan memberikan izin ekspor kepada Freeport dan Amman. Pemerintah juga memberikan status zona ekonomi khusus kepada BSD, mendorong investasi pada proyek kereta api perkotaan di Bali, dan menekankan perlunya satu lembaga untuk mengawasi industri kelapa sawit. Dari kancah politik, Bambang Susantono mengundurkan diri dari jabatannya sebagai pimpinan Otoritas IKN, dan Prabowo Subianto menguraikan agenda pemerintahannya. Dari sektor ekonomi digital, raksasa teknologi terus mengembangkan perbankan digital dan menimbang manfaat dari layanan satelit Starlink.

Share This:

Highlights

IHSG
:

Download PDF

Download PDF

Daily Economic SSI_04062024_EN
Daily Economic SSI_04062024_ID

Download PDF

Daily Economic SSI_04062024_EN
Daily Economic SSI_04062024_ID

More Related

Economic Reports

Sep 6, 2024

Indonesia Foreign Exchange Reserves: 6 September 2024

Technical Stock Analysis

Sep 6, 2024

Daily Stock Technical – 06 Sep, 2024

Economic Reports

Sep 6, 2024

Samuel Economic Daily Report 6 September 2024

Morning Briefs

Sep 5, 2024

IHSG Diperkirakan Bergerak Melemah Hari Ini

Technical Stock Analysis

Sep 5, 2024

Daily Stock Technical – 05 Sep, 2024

Economic Reports

Sep 5, 2024

Samuel Daily Economic Report 5 September 2024

Technical Stock Analysis

Sep 4, 2024

Daily Stock Technical – 04 Sep, 2024

Economic Reports

Sep 4, 2024

Samuel Daily Economic Report 4 September 2024

Morning Briefs

Sep 4, 2024

Samuel Daily Report 4 Spetember 2024

Company Reports

Sep 3, 2024

Poultry Weekly (3 September 2024)

Technical Stock Analysis

Sep 3, 2024

Daily Stock Technical – 03 Sep, 2024

Morning Briefs

Sep 3, 2024

IHSG Berpotensi Sideways Hari Ini

Economic Reports

Sep 3, 2024

Samuel Daily Economic Report 3 September 2024

Economic Reports

Sep 2, 2024

Indonesian Manufacturing PMI: 2 September 2024

Economic Reports

Sep 2, 2024

Indonesia August Inflation: 2 September 2024

Company Reports

Sep 2, 2024

Copper Weekly (02 September 2024): USD 9,179/ton (+0.8% WoW)

Company Reports

Sep 2, 2024

Nickel Weekly (02 September 2024): USD 16,755/ton (+1.8% WoW)

Company Reports

Sep 2, 2024

Oil Weekly (02 September 2024): USD 79.7/bbl (+2.9% WoW)

Company Reports

Sep 2, 2024

Gold Weekly (02 September 2024): USD 2,514/Oz (+0.4% WoW)

tensi geopolitik

Company Reports

Sep 2, 2024

Coal Weekly (02 September 2024): USD 145/ton (-1.9% WoW)

Economic Reports

Sep 2, 2024

Samuel Monthly Economic Report 2 September 2024

Morning Briefs

Sep 2, 2024

IHSG Berpotensi Menguat Hari Ini

Technical Stock Analysis

Sep 2, 2024

Daily Stock Technical – 02 Sep, 2024

Morning Briefs

Aug 30, 2024

IHSG Berpotensi Menguat Hari Ini

Company Reports

Aug 30, 2024

Palm Oil Weekly (30 August 2024): CPO MYR 4,075(+2.5% WoW)

Company Reports

Aug 30, 2024

Retailers: 1H24 Results Round-up

Company Reports

Aug 30, 2024

Automotive: 1H24 Results Round-up

Company Reports

Aug 30, 2024

Consumer: 1H24 Results Round-up

Company Reports

Aug 30, 2024

Poultry: 1H24 Results Round-up

Economic Reports

Aug 30, 2024

Samuel Daily Economic Report 30 August 2024

Technical Stock Analysis

Aug 30, 2024

Daily Stock Technical – Aug30, 2024

Economic Reports

Aug 29, 2024

Samuel Daily Economic Report 29 August 2024

Morning Briefs

Aug 29, 2024

IHSG Diperkirakan Bergerak Melemah Hari Ini

Technical Stock Analysis

Aug 29, 2024

Daily Stock Technical – Aug29, 2024

Company Reports

Aug 28, 2024

Property: 1H24 Results Round-up

Economic Reports

Aug 28, 2024

BI’s 7-Day Repo Rate: 21 August 2024

Economic Reports

Aug 28, 2024

Samuel Daily Economic 28 Agustus 2024

Technical Stock Analysis

Aug 28, 2024

Daily Stock Technical – Aug28, 2024

Morning Briefs

Aug 28, 2024

IHSG Diperkirakan Bergerak Sideways Hari Ini

pertumbuhan pinjaman

Company Reports

Aug 27, 2024

BBNI: BUY – TP at 6,150 – 7M24 Results

kupedes bbri

Company Reports

Aug 27, 2024

BBRI: HOLD – TP at 5,500 – 7M24 Results

Company Reports

Aug 27, 2024

PGAS: 2Q24 Results – BUY, TP at IDR 1,800

Technical Stock Analysis

Aug 27, 2024

Daily Stock Technical – Aug27, 2024

Company Reports

Aug 26, 2024

Gold Weekly (26 August 2024): USD 2,506/Oz (+1.4% WoW)

Company Reports

Aug 26, 2024

Oil Weekly (26 August 2024): USD 77.4/bbl (-4.0% WoW)

Company Reports

Aug 26, 2024

Copper Weekly (26 August 2024): USD 9,108/ton (+2.3% WoW)

Company Reports

Aug 26, 2024

Coal Weekly (26 August 2024): USD 147/ton (-1.8% WoW)

Company Reports

Aug 26, 2024

Nickel Weekly (26 August 2024): USD 16,453/ton (+2.8% WoW)

Economic & Fixed Income

Aug 26, 2024

Samuel Daily Weekly 26 August 2024

Morning Briefs

Aug 26, 2024

IHSG Berpotensi Menguat Hari Ini

Technical Stock Analysis

Aug 26, 2024

Daily Stock Technical – Aug26, 2024

Company Reports

Aug 23, 2024

Palm Oil Weekly (23 August 2024): CPO MYR 3,976(+2.7% WoW)

Company Reports

Aug 23, 2024

BBNI: BUY (maintained) – TP at 6,000 – 2Q24 Results

Technical Stock Analysis

Aug 23, 2024

Daily Stock Technical – Aug23, 2024

Morning Briefs

Aug 23, 2024

IHSG Diperkirakan Bergerak Sideways Hari Ini

Company Reports

Aug 22, 2024

BSDE: BUY (maintained), TP at IDR 1,325 – 2Q24 Results

Economic Reports

Aug 22, 2024

Current Account Balance 2Q24: 22 August 2024

Morning Briefs

Aug 22, 2024

IHSG Diprediksi Melemah Hari Ini

Technical Stock Analysis

Aug 22, 2024

Daily Stock Technical – Aug22, 2024

peluang aces ditengah gejolak ekonomi

Company Reports

Aug 21, 2024

ACES 7M24 SSSG Results

Technical Stock Analysis

Aug 21, 2024

Daily Stock Technical – Aug21, 2024

Aug 21, 2024

Daily Stock Technical – Aug21, 2024

Morning Briefs

Aug 21, 2024

IHSG Diprediksi Menguat Hari Ini

Economic & Fixed Income

Aug 20, 2024

Samuel Daily Economic Report 20 August 2024

Technical Stock Analysis

Aug 20, 2024

Daily Stock Technical – Aug20, 2024

Company Reports

Aug 19, 2024

Copper Weekly (19 August 2024): USD 8,695/ton (+2.4% WoW)

Company Reports

Aug 19, 2024

Coal Weekly (19 August 2024): USD 150/ton (+1.4% WoW)

Company Reports

Aug 19, 2024

Nickel Weekly (19 August 2024): USD 16,004/ton (+0.1% WoW)

Company Reports

Aug 19, 2024

Gold Weekly (19 August 2024): USD 2,470/Oz (+2.6% WoW)

Company Reports

Aug 19, 2024

Oil Weekly: Brent USD 79.7/bbl (+3.5% WoW Average)

Economic & Fixed Income

Aug 19, 2024

Samuel Weekly Economic Report 19 August 2024

Technical Stock Analysis

Aug 19, 2024

Daily Stock Technical – Aug19, 2024

Morning Briefs

Aug 19, 2024

IHSG Berpotensi Sideways Hari Ini

Company Reports

Aug 16, 2024

JPFA Site Visit: Volume Driven Works Like a Charm

Company Reports

Aug 16, 2024

Palm Oil Weekly (16 August 2024): CPO MYR 3,872/MT (+1.81% WoW)

Company Reports

Aug 16, 2024

ITMG: 2Q24 Results – HOLD, TP at IDR 26,000

Company Reports

Aug 16, 2024

SCMA 2Q24 Results: HOLD (from SELL) – TP: 134 (from 120)

Economic & Fixed Income

Aug 16, 2024

Samuel Daily Economic 16 August 2024

Morning Briefs

Aug 16, 2024

IHSG Berpotensi Menguat Hari Ini

Technical Stock Analysis

Aug 16, 2024

Daily Stock Technical – Aug16, 2024

Company Reports

Aug 15, 2024

Samuel Strategy Report – USD/IDR appreciation: The beneficiaries – 15 August 2024

Company Reports

Aug 15, 2024

Samuel Research: Impact of IDR Strengthening on Consumer Sector

Economic Update

Aug 15, 2024

Indonesia Balance of Trade

Economic Reports

Aug 15, 2024

Balance of Trade: 15 August 2024

Company Reports

Aug 15, 2024

MNCN: 2Q24 Results – HOLD, TP: 340 (from 300)

Technical Stock Analysis

Aug 15, 2024

Daily Stock Technical – Aug15, 2024

Morning Briefs

Aug 15, 2024

IHSG Berpotensi Menguat Hari Ini

Technical Stock Analysis

Aug 14, 2024

Daily Stock Technical – Aug14, 2024

Economic & Fixed Income

Aug 14, 2024

Samuel Daily Economic Report: 14 Agustus 2024

Morning Briefs

Aug 14, 2024

IHSG Berpotensi Menguat Hari Ini

laba astra

Company Reports

Aug 13, 2024

ASII: 7M24 Auto Sales

Company Reports

Aug 13, 2024

Samuel Strategy Report – Sideways Bound – JCI Index Target: 7,400

FILM

Company Reports

Aug 13, 2024

FILM: MSCI Small Cap Inclusion – BUY, TP: IDR 5,500

Company Reports

Aug 13, 2024

ANTM: 2Q24 Results – HOLD, TP at IDR 1,400

Company Reports

Aug 13, 2024

Oil Weekly: Brent USD 79.7/bbl (-0.8% WoW Average)

Technical Stock Analysis

Aug 13, 2024

Daily Stock Technical – Aug13, 2024

Technical Stock Analysis

Aug 12, 2024

Daily Stock Technical – Aug12, 2024

Morning Briefs

Aug 12, 2024

IHSG Berpotensi Menguat Hari Ini

Company Reports

Aug 9, 2024

Palm Oil Weekly (9 August 2024): CPO MYR 3,803/MT (-4.3% WoW)