Research & Stock Picks

Economic Reports

04 November 2024

By

Samuel Daily Economic Insight 5 November 2024

Ikhtisar

Indonesia terus aktif mencari investasi asing untuk mendukung sektor padat karya, dengan target perusahaan-perusahaan yang tertarik melakukan relokasi, demi memposisikan Indonesia sebagai pusat manufaktur untuk mendorong penciptaan lapangan kerja dan memperkuat rantai pasokan. Inisiatif ini muncul di tengah meningkatnya PHK dan stagnannya sektor manufaktur, yang mendorong upaya pemerintah untuk menstabilkan pasar tenaga kerja. Dengan meningkatnya inflasi karena kenaikan harga emas, pemerintah juga bergerak untuk menahan pendapatan ekspor lebih lama di dalam negeri, mempertimbangkan insentif untuk EV dan perumahan, dan mereformasi subsidi energi yang selama ini cenderung menguntungkan orang kaya. Untuk mendukung inklusi ekonomi, bank-bank BUMN telah mencairkan pinjaman mikro yang cukup besar, sementara investor muda semakin banyak yang memasuki pasar saham. Di sektor ekonomi digital, investasi teknologi senilai USD 1.2 miliar telah direncanakan untuk mengembangkan lanskap digital Indonesia, sementara kebijakan TKDN telah menyebabkan larangan masuk untuk beberapa smartphone asing.

Share This:

Highlights

Download PDF

Download PDF

Daily Economic Report_05112024_EN
Daily Economic Report_05112024_ID

Download PDF

Daily Economic Report_05112024_EN
Daily Economic Report_05112024_ID

More Related

Economic Reports

Dec 3, 2024

Samuel Daily Economic Insights 4 December 2024

tren harga CPO

Company Reports

Dec 3, 2024

Nusantara Sawit Sejahtera (NSSS): IDR 276 – BUY, SSI TP: IDR 300

harga nikel naik

Company Reports

Dec 3, 2024

Nickel Weekly (25-29 November 2024): Avg. USD 15,786/ton (+1.1% WoW)

Company Reports

Dec 3, 2024

Copper Weekly (25-29 November 2024): Avg. USD 8,894/ton (-0.2% WoW)

Company Reports

Dec 3, 2024

Gold Weekly (25-29 November 2024): Avg. USD 2,635/oz (-0.8% WoW)

laba merosot

Company Reports

Dec 3, 2024

United Tractors (UNTR): 10M24 Operational Results – BUY, SSI TP: IDR 29,600

Technical Stock Analysis

Dec 3, 2024

Daily Stock Technical – 03 Dec, 2024

Economic Reports

Dec 3, 2024

Samuel Daily Economic Insights 12 December 2024

Company Reports

Dec 2, 2024

Retailers: 9M24 Results Round-up

Company Reports

Dec 2, 2024

BRMS: 3Q24 Results – BUY, SSI TP: IDR 500

Economic Reports

Dec 2, 2024

Indonesia Manufacturing PMI: 2 December 2024

Economic Reports

Dec 2, 2024

Indonesia November Inflation: 2 December 2024

Economic Reports

Dec 2, 2024

Samuel Monthly Economic Insights 2 December 2024

Morning Briefs

Dec 2, 2024

IHSG Berpotensi Menguat Hari Ini

Technical Stock Analysis

Dec 2, 2024

Daily Stock Technical – 02 Dec, 2024

sawit

Company Reports

Nov 29, 2024

Palm Oil Weekly (22-29 November 2024): Avg. CPO MYR 4,889 (-2.0% WoW)

pertumbuhan solid oil n gas

Company Reports

Nov 29, 2024

Oil Weekly (22-28 November 2024): Avg. USD 73.4/bbl (+0.7% WoW)

batu bara melonjak

Company Reports

Nov 29, 2024

Coal Weekly (22- 28 November 2024): Avg. USD 139.6/ton (-2.2% WoW)

Morning Briefs

Nov 29, 2024

IHSG Berpotensi Melemah Hari Ini

Technical Stock Analysis

Nov 29, 2024

Daily Stock Technical – 29 Nov, 2024

Economic Reports

Nov 28, 2024

Samuel Daily Economic Insights 29 November 2024

Company Reports

Nov 28, 2024

2025 Rice Ban: Potential Winners

Technical Stock Analysis

Nov 28, 2024

Daily Stock Technical – 28 Nov, 2024

Morning Briefs

Nov 28, 2024

IHSG Berpotensi Melemah Hari Ini

Company Reports

Nov 26, 2024

NCKL: 3Q24 Results – BUY, SSI TP: IDR 1,200

Technical Stock Analysis

Nov 26, 2024

Daily Stock Technical – 26 Nov, 2024

Company Reports

Nov 26, 2024

4-Wheelers Auto Sales, 10M24

Company Reports

Nov 26, 2024

Automotive – Neutral – Automotive 3Q24 Round-Up

Economic Reports

Nov 25, 2024

Samuel Daily Economic Insight 26 November 2024

harga tembaga naik

Company Reports

Nov 25, 2024

Copper Weekly (18-22 November 2024): Avg. USD 8,915/ton (-1.1% WoW)

harga emas melesat

Company Reports

Nov 25, 2024

Gold Weekly (18-22 November 2024): Avg. USD 2,656/oz (+2.8% WoW)

harga nikel tertekan

Company Reports

Nov 25, 2024

Nickel Weekly (18-22 November 2024): Avg. USD 15,608/ton (-0.1% WoW)

Economic Reports

Nov 25, 2024

Samuel Weekly Economic Insight 25 November 2024

Technical Stock Analysis

Nov 25, 2024

Daily Stock Technical – 25 Nov, 2024

Morning Briefs

Nov 25, 2024

IHSG Berpotensi Menguat Hari Ini

Company Reports

Nov 22, 2024

SMRA: BUY, TP at 800 – 9M24 Results

tren harga CPO

Company Reports

Nov 22, 2024

Palm Oil Weekly (22 November 2024): CPO MYR 4,986 (-2.2% WoW)

sawit

Company Reports

Nov 22, 2024

Palm Oil Weekly (15 November 2024): CPO MYR 5,099 (+3.4% WoW)

Company Reports

Nov 22, 2024

Coal Weekly (22 November 2024): USD 142.8/ton (-0.3% WoW)

pertumbuhan solid oil n gas

Company Reports

Nov 22, 2024

Oil Weekly (22 November 2024): USD 72.9/bbl (+0.6% WoW)

Technical Stock Analysis

Nov 22, 2024

Daily Stock Technical – 22 Nov, 2024

Morning Briefs

Nov 22, 2024

IHSG Diperkirakan Bergerak Menguat Hari Ini

peluang aces ditengah gejolak ekonomi

Company Reports

Nov 21, 2024

ACES: 10M24 SSSG

Economic Reports

Nov 21, 2024

Current Account Balance 3Q24: 21 November 2024

laba bni

Company Reports

Nov 21, 2024

BBNI: BUY, TP at 6,500 – 10M24 Results

Morning Briefs

Nov 21, 2024

IHSG Diperkirakan Bergerak Melemah Hari Ini

Technical Stock Analysis

Nov 21, 2024

Daily Stock Technical – 21 Nov, 2024

Economic Reports

Nov 20, 2024

Samuel Daily Economic Insight 21 November 2024

Economic Reports

Nov 20, 2024

BI’s 7-Day Repo Rate: 20 November 2024

Morning Briefs

Nov 20, 2024

IHSG Diperkirakan Bergerak Menguat Hari Ini

Technical Stock Analysis

Nov 20, 2024

Daily Stock Technical – 20 Nov, 2024

Economic Reports

Nov 20, 2024

Samuel Daily Economic Insights 20 November 2024

Morning Briefs

Nov 19, 2024

JCi is Expected to Move Up Today (19/11)

Technical Stock Analysis

Nov 19, 2024

Daily Stock Technical – 19 Nov, 2024

Economic Reports

Nov 19, 2024

Samuel Daily Economic Insight 19 November 2024

Company Reports

Nov 18, 2024

Media Sector – Underweight – Media 3Q24 Round-Up

pertumbuhan bbca

Company Reports

Nov 18, 2024

BBCA: BUY, TP at 12,500 – 10M24 Results

Company Reports

Nov 18, 2024

Tech Sector – Neutral – Tech 3Q24 Round-Up

Company Reports

Nov 18, 2024

Cement Sector – Neutral – Cement 3Q24 Round-Up

Company Reports

Nov 18, 2024

ITMG: 3Q24 Results – BUY, SSI TP: IDR 30,000

PGAS bukukan laba bersih

Company Reports

Nov 18, 2024

PGAS: 3Q24 Results – BUY, SSI TP: IDR 1,700

kenaikan harga emas

Company Reports

Nov 18, 2024

Gold Weekly (18 November 2024): USD 2,584/oz (-4.5% WoW)

harga tembaga stabil

Company Reports

Nov 18, 2024

Copper Weekly (18 November 2024): USD 9,010/ton (-4.3% WoW)

harga nikel tertekan

Company Reports

Nov 18, 2024

Nickel Weekly (18 November 2024): USD 15,616/ton (-2.0% WoW)

laba bersih alfamart

Company Reports

Nov 18, 2024

AMRT: 3Q24 Results – BUY, SSI TP: IDR 4,300

Economic Reports

Nov 18, 2024

Samuel 2nd Weekly Economic of November 2024

Morning Briefs

Nov 18, 2024

IHSG Berpotensi Melemah Hari Ini

Technical Stock Analysis

Nov 18, 2024

Daily Stock Technical – 18 Nov, 2024

Economic Reports

Nov 15, 2024

Balance of Trade: 15 November 2024

penurunan harga batu bara

Company Reports

Nov 15, 2024

Coal Weekly (15 November 2024): USD 143.3/ton (-0.4% WoW)

pasar minyak tertekan

Company Reports

Nov 15, 2024

Oil Weekly (15 November 2024): USD 72.5/bbl (-3.2% WoW)

Technical Stock Analysis

Nov 15, 2024

Daily Stock Technical – 15 Nov, 2024

Morning Briefs

Nov 15, 2024

IHSG Diperkirakan Menguat Hari Ini

Economic Reports

Nov 15, 2024

Samuel Daily Economic Insight 15 November 2024

Company Reports

Nov 14, 2024

SSI Surveillance: Raw Materials (06 – 12 November 2024)

Company Reports

Nov 14, 2024

SSI Surveillance: Poultry Mid-Weekly (13 November 2024)

laba bersih era

Company Reports

Nov 14, 2024

ERAA: 3Q24 Results – BUY, SSI TP: IDR 560

Company Reports

Nov 14, 2024

ADARO ANDALAN INDONESIA (AADI) – IPO Report

Company Reports

Nov 14, 2024

Telecommunication Tower Sector – Overweight – Telecommunication Tower 3Q24 Round-Up

Company Reports

Nov 14, 2024

SMGR: SELL (From HOLD) – TP: IDR 3,200 (From 4,200) – 3Q24 Results

Technical Stock Analysis

Nov 14, 2024

Daily Stock Technical – 14 Nov, 2024

Morning Briefs

Nov 14, 2024

IHSG Diperkirakan Melemah Hari Ini

Economic Reports

Nov 13, 2024

Samuel Daily Economic Insight 13 November 2024

Technical Stock Analysis

Nov 13, 2024

Daily Stock Technical – 13 Nov, 2024

Morning Briefs

Nov 13, 2024

IHSG Diperkirakan Melemah Hari Ini

Economic Reports

Nov 12, 2024

Samuel Daily Economic Insight 13 November 2024

peluang aces ditengah gejolak ekonomi

Company Reports

Nov 12, 2024

ACES: 3Q24 Results – BUY, SSI TP: IDR 1,200

Company Reports

Nov 12, 2024

Telecommunications Sector – Overweight – Telecommunications 3Q24 Round-Up

Company Reports

Nov 12, 2024

Property Sector – Overweight – Property 3Q24 Round-Up

Company Reports

Nov 12, 2024

EXCL: 3Q24 Results – BUY, SSI TP: IDR 2,900

Technical Stock Analysis

Nov 12, 2024

Daily Stock Technical – 12 Nov, 2024

Economic Reports

Nov 11, 2024

Samuel Daily Economic Insight 11 November 2024

Company Reports

Nov 11, 2024

Nickel Weekly (11 November 2024): USD 15,931/ton (+1.3% WoW)

harga emas naik

Company Reports

Nov 11, 2024

Gold Weekly (11 November 2024): USD 2,706/oz (-1.8% WoW)

Company Reports

Nov 11, 2024

Copper Weekly (11 November 2024): USD 9,410/ton (+0.02% WoW)

Economic Reports

Nov 11, 2024

Indonesia Consumer Confidence Index: 11 November 2024

Company Reports

Nov 11, 2024

TOWR: 3Q24 Results – BUY, SSI TP: IDR 1,160

Company Reports

Nov 11, 2024

TBIG: 3Q24 Results – BUY, SSI TP: IDR 1,920

Economic Reports

Nov 11, 2024

Samuel Weekly Economic Insights