Research & Stock Picks

Economic Reports

05 March 2025

By

Samuel Daily Economic Insights 6 March 2025

Ikhtisar

Lanskap ekonomi Indonesia tetap melemah, dengan deflasi Februari memicu kekhawatiran atas melemahnya permintaan konsumen, meskipun ada subsidi listrik dan pangan. Bank Indonesia tetap menjalankan strategi triple intervention untuk menjaga stabilitas pasar, sementara risiko eksternal, terutama perkembangan politik AS, menambah volatilitas. Reformasi struktural tetap krusial, sebagaimana disoroti AMRO, sementara kebijakan industri Indonesia dikritik karena bergantung pada investasi asing tanpa mendorong inovasi lokal. Peluncuran sovereign wealth fund Danantara mendapat respons beragam, dengan kekhawatiran tata kelola meredam optimisme atas rencana investasi USD 20 miliar. Sektor energi dan komoditas menghadapi tantangan, termasuk skandal korupsi Pertamina yang memicu ketidakpercayaan konsumen, kapasitas pemrosesan nikel yang mendekati batas, serta eksportir batu bara yang mengajukan masa transisi aturan harga baru. Pasar keuangan tetap tertekan, dengan kapitalisasi pasar saham anjlok 11.68% pada Februari, meskipun transaksi digital, termasuk pay-later dan kripto, terus melonjak. Pemulihan ekonomi bergantung pada eksekusi kebijakan, stabilitas global, dan kepercayaan konsumen domestik, terutama menjelang Ramadan dan Idulfitri.

Share This:

Highlights

Download PDF

Download PDF

Daily Economic Report_06032025_EN
Daily Economic Report_06032025_ID

Download PDF

Daily Economic Report_06032025_EN
Daily Economic Report_06032025_ID

More Related

Company Reports

Dec 5, 2025

Earnings Turnaround Ahead

Economic Reports

Dec 5, 2025

Indonesia Foreign Exchange Reserves: 5 December 2025

Morning Briefs

Dec 5, 2025

JCI is Expected to Decline Today

Economic Reports

Dec 5, 2025

Samuel Daily Economic Insights 5 December 2025

Morning Briefs

Dec 4, 2025

JCI is Expected to Move Sideways Today

Economic Reports

Dec 4, 2025

Samuel Daily Economic Insights 4 December 2025

Morning Briefs

Dec 3, 2025

JCI is Expected to Move Up Today

Economic Reports

Dec 3, 2025

Samuel Daily Economic Insights 3 December 2025

Company Reports

Dec 2, 2025

RATU: The Queen of Upstream Investments

Morning Briefs

Dec 2, 2025

JCI is Expected to Move Up Today (2-Dec-2025)

Economic Reports

Dec 2, 2025

Samuel Daily Economic Insights 2 December 2025

Economic Reports

Dec 1, 2025

Indonesia November Inflation: 1 December 2025

Economic Reports

Dec 1, 2025

Balance of Trade 1 December 2025

Economic Reports

Dec 1, 2025

Indonesia Manufacturing PMI: 1 December 2025

Morning Briefs

Dec 1, 2025

Samuel’s Weekly Stock Statistics: 1-Dec-2025

Morning Briefs

Dec 1, 2025

IHSG Berpotensi Menguat Hari Ini

Economic Reports

Nov 30, 2025

Samuel Monthly Economic Insights 1 December 2025

Morning Briefs

Nov 28, 2025

JCI is Expected to Decline Today

Economic Reports

Nov 28, 2025

Samuel Daily Economic Insights 28 September 2025

Morning Briefs

Nov 27, 2025

JCI is Expected to Move Up Today

Economic Reports

Nov 27, 2025

Samuel Daily Economic Insights 27 November 2025

Morning Briefs

Nov 26, 2025

JCI is Expected to Move Up Today

Economic Reports

Nov 26, 2025

Samuel Daily Economic Insights 26 November 2025

Company Reports

Nov 25, 2025

BBKP: Building Momentum – Spec. BUY (Initiation) – TP at IDR 100

Economic Reports

Nov 25, 2025

Samuel Daily Economic Insights 25 November 2025

Morning Briefs

Nov 24, 2025

Samuel’s Weekly Stock Statistics: 24-Nov-2025

Morning Briefs

Nov 24, 2025

IHSG Berpotensi Menguat Hari Ini

Economic Reports

Nov 24, 2025

Samuel Weekly Economic Insights 24 November 2025

Morning Briefs

Nov 21, 2025

JCI is Expected to Decline Today

Economic Reports

Nov 21, 2025

Samuel Daily Economic Insights 21 November 2025

Economic Reports

Nov 20, 2025

Current Account Balance 3Q25: 20 November 2025

Economic Reports

Nov 20, 2025

BI’s 7-Day Repo Rate: 20 November 2025

Morning Briefs

Nov 20, 2025

JCI is Expected to Move Up Today

Economic Reports

Nov 20, 2025

Samuel Daily Economic Insights 20 November 2025

Morning Briefs

Nov 19, 2025

JCI is Expected to Decline Today

Economic Reports

Nov 19, 2025

Samuel Daily Economic Insights 19 November 2025

Company Reports

Nov 18, 2025

RAJA: New Deals, New Projects, New Growths

Economic Reports

Nov 18, 2025

Samuel Daily Economic Insights 18 November 2025

Company Reports

Nov 17, 2025

BIRD: 3Q25 Results: Hurt by One-Off Protests – BUY, SSI TP: IDR 2,900

Company Reports

Nov 17, 2025

TLKM: 3Q25 Results: Double-Digit Earnings Downgrades – HOLD, SSI TP: IDR 3,700

Morning Briefs

Nov 17, 2025

Samuel’s Weekly Stock Statistics: 14-Nov-2025

Morning Briefs

Nov 17, 2025

IHSG Berpotensi Sideways Hari Ini

Economic Reports

Nov 16, 2025

Samuel Weekly Economic Insights 17 November 2025

Morning Briefs

Nov 14, 2025

JCI is Expected to Decline Today

Company Reports

Nov 13, 2025

BUMI: Enter the Golden Gate

Economic Reports

Nov 13, 2025

Samuel Daily Economic Insights 14 November 2025

Morning Briefs

Nov 13, 2025

JCI is Expected to Move Up Today

Economic Reports

Nov 12, 2025

Samuel Daily Economic Insights 13 November 2025

Morning Briefs

Nov 12, 2025

JCI is Expected to Strengthen Today

Economic Reports

Nov 11, 2025

Samuel Daily Economic Insights 12 November 2025

Economic Reports

Nov 10, 2025

Samuel Daily Economic Insights 11 November 2025

Economic Reports

Nov 10, 2025

Indonesia Consumer Confidence Index 10 November 2025

Morning Briefs

Nov 10, 2025

Samuel’s Weekly Stock Statistics: 07-Nov-2025

Morning Briefs

Nov 10, 2025

IHSG Berpotensi Menguat Hari Ini

Economic Reports

Nov 9, 2025

Samuel Weekly Economic Insights 10 November 2025

metropolitan kentjana

Company Reports

Nov 7, 2025

MKPI: 3Q25 Results – BUY, SSI TP: IDR 32,000

Morning Briefs

Nov 7, 2025

JCI is Expected to Decline Today

Economic Reports

Nov 6, 2025

Samuel Daily Economic Insights 6 November 2025

tren harga CPO

Company Reports

Nov 6, 2025

NSSS: BUY (Maintained), TP at 650 – 3Q25 Results

Morning Briefs

Nov 6, 2025

JCI is Expected to Move Up Today

Economic Reports

Nov 5, 2025

Samuel Daily Economic Insights 6 November 2025

FILM

Company Reports

Nov 5, 2025

FILM 3Q25 Results: Today’s Foundation, Tomorrow’s Growth

Economic Reports

Nov 5, 2025

Gross Domestic Product 3Q25: 5 November 2025

Morning Briefs

Nov 5, 2025

JCI is Expected to Decline Today

laba bumi

Company Reports

Nov 5, 2025

BRMS 3Q25 Results: Better Results, Better TP

Economic Reports

Nov 4, 2025

Samuel Daily Economic Insights 5 November 2025

Morning Briefs

Nov 4, 2025

IHSG Diperkirakan Akan Turun Hari Ini (04 Nov 2025)

Economic Reports

Nov 3, 2025

Samuel Daily Economic Insights 4 November 2025

Economic Reports

Nov 3, 2025

Indonesia October Inflation: 1 November 2025

Economic Reports

Nov 3, 2025

Balance of Trade: 1 October 2025

Company Reports

Nov 3, 2025

3Q25 Results: Strong Earnings on Case Intensity

Economic Reports

Nov 3, 2025

Indonesia Manufacturing PMI: 3 November 2025

kupedes dorong pendapatan bbri

Company Reports

Nov 3, 2025

BBRI: BUY (Maintained), TP at 4,400 – 3Q25 Results

Morning Briefs

Nov 3, 2025

Samuel’s Weekly Stock Statistics: 31-Oct-2025

Morning Briefs

Nov 3, 2025

IHSG Berpotensi Menguat Hari Ini

Economic Reports

Nov 2, 2025

Samuel Monthly Economic Insights 3 November 2025

Company Reports

Oct 31, 2025

KLBF: 3Q25 Results – Performance Rebound

Technical Stock Analysis

Oct 31, 2025

Daily Stock Technical – Oct31, 2025 (Last Day Report)

laba bris

Company Reports

Oct 31, 2025

BRIS: BUY (Maintained), TP at 3,100 – 3Q25 Results

Morning Briefs

Oct 31, 2025

JCI is Expected to Move Sideways Today

Company Reports

Oct 30, 2025

INET: Attractive: Robust Growth Ahead – BUY (Initiation) – TP at IDR 500

Economic Reports

Oct 30, 2025

Samuel Daily Economic Insights 31 October 2025

Company Reports

Oct 30, 2025

UNVR: 3Q25 Results – Agile Adoption

pertumbuhan arto

Company Reports

Oct 30, 2025

ARTO: BUY (Maintained), TP at 2,700 – 3Q25 Results

Economic Reports

Oct 30, 2025

Fed Rate Meeting: 30 October 2025

Technical Stock Analysis

Oct 30, 2025

Daily Stock Technical – Oct30, 2025

Morning Briefs

Oct 30, 2025

JCI is Expected to Move Up Today

Economic Reports

Oct 29, 2025

Samuel Daily Economic Insights 30 October 2025

Technical Stock Analysis

Oct 29, 2025

Daily Stock Technical – Oct29, 2025

Morning Briefs

Oct 29, 2025

JCI is Expected to Move Up Today

Economic Reports

Oct 28, 2025

Samuel Daily Economic Insights 29 October 2025

laba bank bmri

Company Reports

Oct 28, 2025

BMRI: BUY (Maintained), TP at 5,100 – 3Q25 Results

Technical Stock Analysis

Oct 28, 2025

Daily Stock Technical – Oct28, 2025

Morning Briefs

Oct 28, 2025

IHSG Diperkirakan Bergerak Sideways Hari Ini (28/10/2025)

Economic Reports

Oct 27, 2025

Samuel Daily Economic Insights 28 October 2025

Kinerja BBNI

Company Reports

Oct 27, 2025

BBNI: BUY (Maintained), TP at 4,900 – 3Q25 Results

Morning Briefs

Oct 27, 2025

Samuel’s Weekly Stock Statistics: 27-Oct-2025

Technical Stock Analysis

Oct 27, 2025

Daily Stock Technical – Oct27, 2025

Morning Briefs

Oct 27, 2025

IHSG Berpotensi Menguat Hari Ini