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Overview
Indonesia is making significant strides in various sectors, from international trade agreements to infrastructure and digital economy development. Despite facing challenges such as geopolitical tensions and internal corruption issues, Indonesia's strategic initiatives in energy, economic growth, and digital transformation are positioning it as a regional powerhouse. The country's commitment to economic development is evident in its ongoing partnerships and ambitious domestic projects, while also addressing issues like poverty, corruption, and digital safety.
Key Point:
■ Indonesia and the EU have reached a political deal allowing Indonesia to export palm oil to Europe at 0% tariff. This landmark agreement follows years of regulatory hurdles and solidifies Indonesia’s position as a key player in the global palm oil market.
■ Indonesia is set to issue its first-ever Kangaroo Bonds, denominated in Australian dollars, with the issuance scheduled for August 2025. This marks an important step in diversifying the country’s debt issuance strategy.
■ On Thursday (7/31), JCI closed -0.87% lower at 7,484.3 with foreign investors posting net sell of IDR 1508.2 billion in the regular market and net buy of IDR 244.8 billion in the negotiated market.
■ The Relative Rotation Graph (RRG), most long-term tenors above 10 years are still leading, with the exception of the 11-year, but currently with strengthening momentum, except for the 15- and 20-year tenors. Meanwhile, short-term tenors below the 10-year benchmark are all lagging, with strengthening momentum, except for the 1- and 3-year tenors.
■ We recommend INDOGB bonds such as FR84, FR37, FR35, FR35, FR90 and INDOIS: PBS21, PBS20, PBS05.
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.
