Ikhtisar
Bank Indonesia diperkirakan akan menerapkan dua kali pemotongan suku bunga pada Q4, didukung penguatan rupiah dan inflasi yang terkendali, meskipun kami masih berpendapat bahwa BI mungkin tidak akan memangkas suku bunga lagi mengingat rapuhnya rupiah. Menteri Keuangan Sri Mulyani memperkirakan pertumbuhan ekonomi Q3 sebesar 5.06%, tetapi terbatasnya sumber pertumbuhan berpotensi menurunkan angka actual pertumbuhan ke 4.92%. APBN menunjukkan defisit sebesar IDR 153.7 triliun, sementara investasi pemerintah di Nusantara mencapai IDR 18.9 triliun. Pendapatan bea cukai naik 6,8%, dan peraturan untuk praktik pajak yang adil tengah dipersiapkan. Angka impor dan manufaktur menurun, mendorong seruan untuk dialog publik tentang peraturan pangan di tengah konflik kepemimpinan di Kadin. Pemerintah membela perluasan pembangkit listrik tenaga batu bara dan berencana menerapkan nomor darurat nasional, sementara kekhawatiran atas keamanan siber dan ketidakpastian hukum bagi investor masih ada. Dari ekonomi digital, pusat data nasional baru sedang dibangun, dan sektor energi terbarukan berpotensi tumbuh di tengah meningkatnya permintaan energi.
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.