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■ Bank Indonesia’s unexpected rate cut aims to support economic momentum, with GDP growth accelerating to 5.12% YoY in Q2. This is the third rate reduction in three months, signaling a proactive stance to bolster credit growth and consumption. The accompanying fiscal stimulus package is designed to further support domestic demand, helping Indonesia navigate global uncertainties.
■ President Prabowo officially swore in Erick Thohir as the new Minister of Youth and Sports. This move, part of the larger cabinet reshuffle, is aimed at enhancing the performance of the ministry ahead of the 2026 Asian Games.
■ On Wednesday (17/9), JCI closed +0.85% higher at 8,025.2 with foreign investors posting net sell of IDR 286.7 billion in the regular market and net buy of IDR 134.9 billion in the negotiated market.
■ According to Relative Rotation Graph (RRG), all yields of long-term bonds above 10 years are still leading. Meanwhile, tenors below 10 years are lagging behind the 10-year benchmark, except for the 9-year. The 8-year tenor, which had previously been leading, is starting to lag behind. To date, all tenors are still experiencing weakening momentum compared to the 10-year benchmark.
■ We recommend INDOGB bonds such as FR91, FR85, FR83, FR77, FR37 and INDOIS: PBS35, PBS33, PBS17.
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.
