Highlights
Kesepakatan Dagang Indonesia–AS: Indonesia berhasil mendapatkan tarif 19%—terendah di ASEAN—dan menghapus hambatan non-tarif, meningkatkan daya saing ekspor dan memperkuat kerja sama energi serta digital.
Kontrak Kilang USD 8 Miliar & Reformasi UMKM: Pemerintah mempercepat proyek kilang dengan KBR Inc. dan mewajibkan e-commerce memungut pajak penghasilan penjual, mendorong formalitas pendapatan UMKM dan inklusi keuangan.
Likuiditas Meningkat di Tengah Penurunan Proyeksi Pertumbuhan: Jumlah uang beredar (M2) tumbuh 6.5% YoY di bulan Juni, menandakan kuatnya dukungan moneter meski Fitch memangkas proyeksi pertumbuhan di bawah 5%. Bank-bank besar menyesuaikan suku bunga deposito usai BI rate turun 25 bps.
Momentum Digital: AI & Ekspansi QRIS: Strategi nasional AI akan dirampungkan Agustus, QRIS “Tap” berbasis NFC diluncurkan, dan hambatan perdagangan digital dihapus—meski kekhawatiran terkait privasi & hoaks masih meningkat.
Sentimen Pasar Membaik & Stabilitas Regional: IHSG naik 2.4% dengan arus masuk modal asing, didorong oleh sektor teknologi dan infrastruktur. Isu regional seperti sengketa pulau Aceh–Sumut telah diselesaikan, sementara protes ojol dan gangguan pariwisata masih menghantui pasar lokal.
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.