Research & Stock Picks

Economic Reports

15 January 2025

By

Samuel Daily Economic Insights 15 January 2025

Ikhtisar

Pendapatan bea dan cukai Indonesia mencapai USD 18.44 miliar pada 2024, melampaui ekspektasi. Diskusi pembiayaan infrastruktur dengan Asian Development Bank menunjukkan prioritas pertumbuhan masa depan Indonesia. Namun, masalah dalam sistem pajak terbaru dan ketergantungan pada impor minyak menunjukkan adanya inefisiensi struktural. Investasi energi terbarukan oleh Masdar UEA dan rencana untuk memproduksi bahan bakar penerbangan berkelanjutan menunjukkan berjalannya transisi hijau Indonesia, meskipun kebijakan produksi batu bara dan nikel mendapat sorotan di tengah perubahan pasar global. Upaya untuk mengurangi Rasio Output Modal Inkremental (ICOR) melalui pengembangan Kawasan Ekonomi Khusus (KEK) menunjukkan fokus Indonesia pada peningkatan efisiensi ekonomi, sementara perkembangan ekonomi digital, termasuk regulasi AI dan peluncuran Pusat Data Nasional, memperkuat posisi Indonesia sebagai pusat teknologi Asia Tenggara. Dari dunia politik, langkah-langkah antikorupsi, peningkatan peran Indonesia di BRICS, dan reaksi beragam terhadap inisiatif kepemimpinan Prabowo Subianto menjadi bentuk dinamika politik Indonesia saat ini. Strategi lingkungan, seperti tanggul laut senilai USD 50 miliar di Jawa dan produksi bahan bakar penerbangan berkelanjutan, di samping isu-isu regional seperti keterjangkauan perumahan dan penambangan liar, menjadi isu-isu hangat lainnya yang masih berkembang di negara ini.

Share This:

Highlights

Download PDF

Download PDF

Daily Economic Report_15012025_EN
Daily Economic Report_15012025_ID

Download PDF

Daily Economic Report_15012025_EN
Daily Economic Report_15012025_ID

More Related

Economic Reports

Feb 17, 2025

Samuel Weekly Economic Insights 17 February 2025

Morning Briefs

Feb 17, 2025

IHSG Berpotensi Sideways Hari Ini

Technical Stock Analysis

Feb 17, 2025

Daily Stock Technical – Feb17, 2025

Tantangan Batu Bara di Akhir 2024

Company Reports

Feb 14, 2025

Coal Weekly (07 – 13 February 2025): Avg. USD 108.0/ton (-7.1% WoW)

pertumbuhan solid oil n gas

Company Reports

Feb 14, 2025

Oil Weekly (07 – 13 February 2025): Avg. USD 75.5/bbl (-0.02% WoW)

harga cpo naik

Company Reports

Feb 14, 2025

Palm Oil Weekly (7 – 13 February 2025): Avg. CPO MYR 4,671 (+4.3% WoW)

Morning Briefs

Feb 14, 2025

JCI is Expected to Move Up Today

Technical Stock Analysis

Feb 14, 2025

Daily Stock Technical – Feb14, 2025

Economic Reports

Feb 13, 2025

Samuel Daily Economic Insights 14 Februari 2025

Company Reports

Feb 13, 2025

SSI Surveillance: Raw Materials (5 February – 11 February 2025)

Company Reports

Feb 13, 2025

SSI Surveillance: Poultry Mid-Weekly (03 – 07 February 2025)

Company Reports

Feb 13, 2025

Indosat (ISAT): IDR 1,740 – BUY, SSI TP: IDR 2,000 (From: IDR 2,800); Cons. TP: IDR 2,977

Technical Stock Analysis

Feb 13, 2025

Daily Stock Technical – Feb13, 2025

Morning Briefs

Feb 13, 2025

IHSG Berpotensi Menguat Hari Ini

Economic Reports

Feb 12, 2025

Samuel Daily Economic Insights 12 February 2025

Morning Briefs

Feb 12, 2025

IHSG Berpotensi Melemah Hari Ini

Technical Stock Analysis

Feb 12, 2025

Daily Stock Technical – Feb12, 2025

Economic Reports

Feb 11, 2025

Samuel Daily Economic Insights 11 February 2025

Economic Reports

Feb 11, 2025

Indonesia Consumer Confidence Index: 11 February 2025

Technical Stock Analysis

Feb 11, 2025

Daily Stock Technical – Feb11, 2025

Economic Reports

Feb 11, 2025

Samuel Daily Economic Insights 11 February 2025

emas melesat

Company Reports

Feb 10, 2025

Gold Weekly (3 – 7 February 2025): Avg. USD 2,849/oz (+2.8% WoW)

harga nikel merosot

Company Reports

Feb 10, 2025

Nickel Weekly (3 – 7 February 2025): Avg. USD 15,215/ton (-0.2% WoW)

harga tembaga turun

Company Reports

Feb 10, 2025

Copper Weekly (3 – 7 January 2025): Avg. USD 9,068/ton (+1.3% WoW)

Economic Reports

Feb 10, 2025

Samuel Weekly Economic Insights 10 February 2025

Technical Stock Analysis

Feb 10, 2025

Daily Stock Technical – Feb10, 2025

Morning Briefs

Feb 10, 2025

IHSG Berpotensi Melemah Hari Ini

batu bara china

Company Reports

Feb 7, 2025

Coal Weekly (31 Jan – 06 Feb 2025): Avg. USD 116.2/ton (-0.2% WoW)

harga minyak

Company Reports

Feb 7, 2025

Oil Weekly (31 Jan – 06 Feb 2025): Avg. USD 75.6/bbl (-2.3% WoW)

Economic Reports

Feb 7, 2025

Indonesia Foreign Exchange Reserves: 7 February 2025

tren harga CPO

Company Reports

Feb 7, 2025

Palm Oil Weekly (31 January – 6 February 2025): Avg. CPO MYR 4,477 (-0.7% WoW)

Technical Stock Analysis

Feb 7, 2025

Daily Stock Technical – Feb07, 2025

Company Reports

Feb 7, 2025

XL Axiata (EXCL): IDR 2,290 – SELL, SSI TP: IDR 2,000; Cons. TP: IDR 2,944

Morning Briefs

Feb 7, 2025

IHSG Berpotensi Melemah Hari Ini

Economic Reports

Feb 6, 2025

Samuel Daily Economic Insights 6 February 2025

rekor harga tertinggi kakao dan kopi

Company Reports

Feb 6, 2025

SSI Surveillance: Raw Materials (29 January – 4 February 2025)

Technical Stock Analysis

Feb 6, 2025

Daily Stock Technical – 05 Feb, 2025

Morning Briefs

Feb 6, 2025

IHSG Berpotensi Menguat Hari Ini

Economic Reports

Feb 6, 2025

Samuel Daily Economic Insights 6 February 2024

Economic Reports

Feb 5, 2025

Gross Domestic Product 2024: 5 February 2025

Technical Stock Analysis

Feb 5, 2025

Daily Stock Technical – 05 Feb, 2025

Morning Briefs

Feb 5, 2025

IHSG Berpotensi Menguat Hari Ini

Economic Reports

Feb 5, 2025

Samuel Daily Economic Insights 5 February 2025

Technical Stock Analysis

Feb 4, 2025

Daily Stock Technical – 04 Feb, 2025

Economic Reports

Feb 4, 2025

Samuel Daily Economic Insights 4 February 2025

Economic Reports

Feb 3, 2025

Indonesia January Inflation: 3 January 2025

Economic Reports

Feb 3, 2025

Indonesia Manufacturing PMI: 3 February 2025

Economic Reports

Feb 3, 2025

Samuel Monthly Economic Insights 3 February 2025

Morning Briefs

Feb 3, 2025

IHSG Berpotensi Melemah Hari Ini

Technical Stock Analysis

Feb 3, 2025

Daily Stock Technical – 03 Feb, 2025

Company Reports

Jan 31, 2025

Aspirasi Hidup Indonesia (ACES): IDR 765 — BUY, SSI TP: IDR 850; Cons. TP: IDR 1,045

Economic Reports

Jan 31, 2025

Prabowo’s First 100 Days: Ambitious Reforms, Global Deals, and Economic Risks

kenaikan tembaga

Company Reports

Jan 31, 2025

Copper Weekly (20 – 30 January 2025): Avg. USD 9,034/ton (-0.3% WoW)

emas menguat

Company Reports

Jan 31, 2025

Gold Weekly (20 – 30 January 2025): Avg. USD 2,755/oz (+2.4% WoW)

Harga Batu Bara Melemah

Company Reports

Jan 31, 2025

Coal Weekly (24 – 30 January 2025): Avg. USD 116.4/ton (-4.1% WoW)

harga nikel merosot

Company Reports

Jan 31, 2025

Nickel Weekly (20 – 30 January 2025): Avg. USD 15,473/ton (-1.2% WoW)

harga minyak turun

Company Reports

Jan 31, 2025

Oil Weekly (24 – 30 January 2025): Avg. USD 77.3/bbl (-2.8% WoW)

harga cpo naik

Company Reports

Jan 31, 2025

Palm Oil Weekly (24 – 30 January 2025): Avg. CPO MYR 4,511 (+0.9% WoW)

Company Reports

Jan 31, 2025

SSI Surveillance: Raw Materials (22 – 28 January 2025)

Company Reports

Jan 31, 2025

SSI Surveillance: Poultry Mid-Weekly (20 – 24 January 2025)

Technical Stock Analysis

Jan 31, 2025

Daily Stock Technical – 31 Jan, 2025

Morning Briefs

Jan 31, 2025

IHSG Berpotensi Menguat Hari Ini

Economic Reports

Jan 30, 2025

Fed Rate Meeting 30 January 2025

Company Reports

Jan 30, 2025

SSI Surveillance: Poultry Mid-Weekly (13 – 17 January 2025)

Morning Briefs

Jan 30, 2025

IHSG Berpotensi Melemah Hari Ini

Technical Stock Analysis

Jan 30, 2025

Daily Stock Technical – 30 Jan, 2025

Company Reports

Jan 24, 2025

Retailers: Neutral with AMRT as Top-Pick

tren positif rumah sakit

Company Reports

Jan 24, 2025

Healthcare: Overweight with HEAL as Top-Pick

Company Reports

Jan 24, 2025

Poultry: Overweight with JPFA as Top-Pick

sektor media

Company Reports

Jan 24, 2025

Media: Neutral with FILM as Top-Pick

penurunan penjualan semen

Company Reports

Jan 24, 2025

Cement: Underweight with INTP as Top-Pick

Company Reports

Jan 24, 2025

Tech: Underweight with ASSA as Top-Pick

Company Reports

Jan 24, 2025

SSI Surveillance: Raw Materials (15 – 21 January 2025)

kinerja gemilang bca

Company Reports

Jan 24, 2025

BBCA: BUY (maintained) – TP at 12,000 – 4Q24 Results

pasar minyak tertekan

Company Reports

Jan 24, 2025

Oil Weekly (17 – 23 January 2025): Avg. USD 79.5/bbl (-1.6% WoW)

batu bara melonjak

Company Reports

Jan 24, 2025

Coal Weekly (17 – 23 January 2025): Avg. USD 121.4/ton (+5.1% WoW)

harga cpo naik

Company Reports

Jan 24, 2025

Palm Oil Weekly (17 – 23 January 2025): Avg. CPO MYR 4,470 (-1.9% WoW)

Company Reports

Jan 24, 2025

2025 Market Outlook Report

Company Reports

Jan 24, 2025

DOSS – BUY, TP: IDR 220 – Zooming Ahead

Morning Briefs

Jan 24, 2025

IHSG Berpotensi Menguat Hari Ini

Economic Reports

Jan 23, 2025

Samuel Daily Economic Insights 24 January 2025

Kinerja BBNI

Company Reports

Jan 23, 2025

BBNI: BUY (Maintain) – TP at 6,000 – 4Q24 Results

Morning Briefs

Jan 23, 2025

IHSG Berpotensi Sideways Hari Ini

Economic Reports

Jan 22, 2025

Samuel Daily Economic Insights 23 January 2025

Morning Briefs

Jan 22, 2025

IHSG Berpotensi Menguat Hari Ini

Economic Reports

Jan 21, 2025

Samuel Daily Economic Insights 22 January 2025

Company Reports

Jan 21, 2025

Shifting Sands

Economic Reports

Jan 20, 2025

Samuel Daily Economic Insights 21 January 2025

harga nikel naik

Company Reports

Jan 20, 2025

Nickel Weekly (13 – 17 January 2025): Avg. USD 15,659/ton (+3.1% WoW)

harga tembaga stabil

Company Reports

Jan 20, 2025

Copper Weekly (13 – 17 January 2025): Avg. USD 9,057/ton (+1.6% WoW)

emas menguat

Company Reports

Jan 20, 2025

Gold Weekly (13 – 17 January 2025): Avg. USD 2,691/oz (+1.1% WoW)

Morning Briefs

Jan 20, 2025

IHSG Berpotensi Menguat Hari Ini

Technical Stock Analysis

Jan 20, 2025

Daily Stock Technical – 20 Jan, 2025

Economic Reports

Jan 19, 2025

Samuel Economic Insights 3rd Week of January 2025

sawit

Company Reports

Jan 17, 2025

Palm Oil Weekly (10 – 16 January 2025): Avg. CPO MYR 4,555 (+1.4% WoW)

penurunan harga batu bara

Company Reports

Jan 17, 2025

Coal Weekly (10 – 16 January 2025): Avg. USD 116/ton (-3.4% WoW)

Company Reports

Jan 17, 2025

SSI Surveillance: Poultry Mid-Weekly (6 – 10 January 2025)

pasar minyak tertekan

Company Reports

Jan 17, 2025

Oil Weekly (10 – 16 January 2025): Avg. USD 80.8/bbl (+5.5% WoW)

Technical Stock Analysis

Jan 17, 2025

Daily Stock Technical – 17 Jan, 2025