Asa Superholding Danantara ke Emiten BUMN

IDXchannel

Di tengah posisi pasar saham yang sedang koreksi, pemerintah mengesahkan BPI Danantara yang diharapkan bisa mengoptimalkan pengelolaan dividen dan investasi di perusahaan negara. Lantas seperti apa, pelaku pasar meneropong dampak positif Danantara bagi setidaknya 7 emiten BUMN.

Transcript

00:30with a minimum of 7 BUMN emissions.

00:32Let's take a look at the complete information.

00:34Here it is.

00:38BPI Daya Anagata Nusantara

00:40or Danantara is officially formed.

00:42The presence of this new institution is expected

00:44to be an economic growth engine

00:46by optimizing the management of dividends

00:48and investment in state-owned enterprises.

00:50The birth of the Jumbo Investment Management Body

00:52was born through a revision of the law

00:54on the third amendment

00:56to the Law No. 19 of 2023

00:58on the State-Owned Enterprises.

01:00The community is eagerly waiting

01:02for the approval of the law

01:04on BPI Danantara

01:06so that there is no confusing information

01:08about the BUMN Superholding.

01:10Capital market observer

01:12and Head of Investor Relations

01:14at the Security Headquarters,

01:16Sulistina Primasuci stated

01:18that the presence of BPI Danantara

01:20can have a positive impact on the equity market.

01:22However, Indonesian market players

01:24have not yet caught the positive sentiment

01:26which was expressed in the MarketBuzz program

01:28on Thursday morning in Panduk Prisah Sombodatu.

01:32As an analyst,

01:34what is the impact of the presence of BPI Danantara

01:36on the equity market?

01:38Okay.

01:40Judging from the legislation,

01:42this will be a positive step

01:44if the implementation

01:46will be successful

01:48because it will evaluate

01:50the investment prospects

01:52from the BUMN

01:54as well as private companies

01:56related to supporting

01:58the better economic growth

02:00of Indonesia.

02:02As we all know,

02:04the target of President Prabowo

02:06is 8% economic growth.

02:08This is one of the steps taken by the government.

02:10However, market players

02:12have not yet caught the positive sentiment

02:14because they are still waiting

02:16for the implementation.

02:18So, the concern of BPI Danantara

02:20is how the implementation

02:22will be.

02:24If the implementation

02:26goes well,

02:28the management of the company is good,

02:30and there is also transparency,

02:32this will certainly be a very positive thing.

02:34But on the contrary,

02:36if the implementation

02:38does not have

02:40political intervention,

02:42and the management

02:44is too centralized,

02:46this will certainly have a negative impact

02:48because it will directly affect

02:50the blue chip sector,

02:52especially the banking sector.

02:54The market players are expected

02:56to evaluate the implementation

02:58whether it is well-managed,

03:00transparent, and not followed by political intervention.

03:02Danantara will manage

03:047 Jumbo BUMN,

03:06which is an open company,

03:08including PT Aneka Tambang TBK,

03:10PT Timah TBK,

03:12PT Bukit Asam TBK.

03:14Danantara will also manage

03:16assets of several BUMN

03:18such as PT Bank Rakyat Indonesia TBK,

03:20PT Bank Negara Indonesia TBK,

03:22PT Bank Mandiri TBK,

03:24and PT Telkom Indonesia TBK.

03:26The performance of the 7 Jumbo BUMN

03:28in the last month,

03:30almost all of them are still under pressure.

03:32The deepest weakness is led by

03:34Bank Mandiri which is in the range of 5,125

03:36after the long-term release in 2024

03:38which is slow.

03:40Various sources, IDX Channel.

Category

Transcript

Recommended