• 4 months ago
Data Otoritas Jasa Keuangan (OJK) menyebut rasio kredit bermasalah alias non performing loan (NPL) segmen UMKM termasuk kredit usaha rakyat (KUR) mengalami pembengkakan. Tercatat, pada Mei 2024, rasio NPL UMKM mencapai level 4,27%, naik tipis dibandingkan dengan bulan April 2024 di level 4,26%.

Sementara batas atas rasio NPL bank yang ditetapkan oleh regulator adalah 5%.

NPL UMKM juga membengkak sepanjang tahun berjalan atau dibandingkan Desember 2023 yang masih berada pada level 3,71%.

Di sisi lain, Menteri Koordinator Perekonomian Airlangga Hartarto mengakui, ada permintaan dari sejumlah perusahaan yang menjamin KUR untuk tambahan premi. Artinya, terdapat potensi adanya kredit yang bermasalah dialami penerima KUR.

Dengan kondisi seperti itu, pemerintah pun langsung bergerak, diantaranya melakukan kajian untuk mengusulkan perpanjangan kembali restrukturisasi kredit Covid-19 ke tahun 2025. Airlangga menyampaikan, saat ini regulator belum memutuskan perpanjangan relaksasi jadi dilakukan atau tidak, tetapi pihaknya sedang mengkaji cara lain untuk memperbaiki portfolio kredit tersebut.

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00:00The OJK special rules on micro, small and medium-sized businesses are based on the P2SK law.
00:20The OJK hopes that the Bank will be able to contribute maximally to the growth and development of MSMEs in Indonesia.
00:31The Financial Services Authority is ready to release the Financial Services Authority rules on micro, small and medium-sized businesses or UMKM.
00:42The main focus of the OJK on the UMKM sector is to facilitate UMKM access to financial systems, including the acceleration of the development of the UMKM sector.
00:53The Executive Director of the OJK, Dian Edyanaray, said,
00:58The OJK was established on the basis of the Law on the Development and Strengthening of the Financial Sector or P2SK.
01:04The establishment of the OJK is intended so that the financial sector is able to help address UMKM issues more conceptually,
01:12systemically and more solutively to deal with issues related to UMKM in the future.
01:18And one more thing in the pipeline at the moment is the plan of the OJK related to giving credit to UMKM.
01:28This is one of the POJK that must consult with the DPR.
01:34And it is hoped that issues related to UMKM can be addressed completely in the POJK related to UMKM.
01:42Of course, our main focus is how to facilitate UMKM access to our financial system.
01:49In addition to promoting the flow of credit to UMKM,
01:52Dian added that the POJK plan is also hoped to be able to reduce the potential for failure to pay or the quality of UMKM credit to be better.
02:01In this regard, the OJK will set up a fund to have competent ability,
02:06not only from the side of credit assessment, but also to ensure the continuity of the UMKM business.
02:12From Jakarta, Reharjo Padmo, IDX Channel.
02:18Yes, Mr. Mirsa, to discuss our theme this time,
02:20maintaining the level of non-performing loans in the UMKM sector.
02:22We have been connected through Zoom with Mr. Ronald Uwala,
02:25Chairman of the Board of UMKM and the Cooperation of the Indonesian Coalition.
02:29Good morning, Mr. Ronald.
02:31Good morning, sir.
02:32Greetings, sir.
02:33Health, amen.
02:35Okay, thank you for your time.
02:36We will greet Mr. Rian Kirianto, Senior Economist and Associate Faculty of the Indonesian Development Development Institute.
02:42Good morning, Mr. Rian.
02:43Good morning.
02:45Greetings, sir.
02:46Greetings, greetings from London.
02:49Wow, great.
02:51Okay, thank you for your time, Mr. Rian.
02:54Let's go to Mr. Ronald first.
02:56Maybe you can tell us about the development of UMKM,
02:59especially during the pandemic.
03:01Is the business cycle of UMKM the same now,
03:04back to normal before COVID-19,
03:06or is there another challenge?
03:08Please.
03:09Yes.
03:10As you can see,
03:12during the pandemic,
03:14of course, we all faced quite a heavy challenge.
03:19And only after the pandemic was over,
03:23and it started to reopen again,
03:25we learned that there was a geopolitical issue
03:29that caused the energy to rise,
03:33reduced logistics,
03:38and also caused the supply chain to slow down.
03:43So from there, we also see that
03:45from the CPI, Consumer Price Index,
03:49has also risen by double digits since February 2022.
03:54And it continues until this year.
03:58So we see that
04:00from the food and beverage sector,
04:04from the services of restaurants, furnishings,
04:07households, maintenance, and so on,
04:09it has risen.
04:11And of course, this causes all prices to rise,
04:15and of course, raw materials also rise.
04:18This is what we see.
04:20And this year,
04:22starting from Eid,
04:26we see that there is an increase in purchasing power,
04:29so there is an increase in business from the MSMEs.
04:36We see that from there.
04:40Okay. But in your opinion,
04:41is that also one of the factors
04:43from the global,
04:45related to the high MSMEs' credit?
04:47Is this high credit
04:49as a further impact from the COVID-19 pandemic?
04:53Or is it from the previous condition,
04:55the global pressure on the economic condition
04:57of the international community,
04:59and of course Indonesia,
05:01so it may have an impact on purchasing power as well?
05:04Yes, in terms of purchasing power,
05:07if we look at the pandemic,
05:09we see a lot of restructuring
05:12by the government,
05:14which was completed in March 2024.
05:21And here we see that the MSMEs' credit is starting to rise,
05:24but we also hear that
05:26the POCK is being persuaded
05:28to remove the MSMEs' credit,
05:32and of course this will require an effort
05:37to continue this restructuring.
05:40And of course it doesn't have to be completely removed,
05:44but this is an effort
05:46to examine again
05:48the MSMEs who need help
05:51and how many are needed.
05:53And I also read
05:56that there is a bid for CKPN
05:59that exceeds the NPL.
06:02So in our opinion,
06:03this is a good effort
06:06and hopefully it can help the investors.
06:11Mr. Rian,
06:12what is your opinion
06:14on the issuance of bank loans,
06:16especially for MSMEs?
06:18Do you see that the interest in banks
06:20is still quite high
06:22in the issuance of loans in the MSMEs' sector?
06:26If I look at the national data,
06:29the loan growth for SMEs or MSMEs
06:35is quite good,
06:36more or less around 9%.
06:40While for the industry as a whole,
06:44the growth is around 12%.
06:48So in the context of expansion of loans
06:51to the MSMEs' sector,
06:53there is no issue.
06:54But in fact,
06:56what we need to look at
06:58is the movement,
07:00the increase from the NPL,
07:02even though the NPL denoted
07:04as NPL Gross,
07:07which is 4.25%.
07:09This is the position for April 2024.
07:13Because if we compare it
07:15with the year-on-year last year,
07:17the increase is quite significant.
07:19This means,
07:20as Mr. Ronald Wala said,
07:22because the impact
07:24from the global economic landscape
07:26has shifted or changed,
07:28but it can also be because
07:30we remember Mr. Pras, Mr. Wala,
07:33as of March 31 this year,
07:36the implementation of the PUJK
07:38COVID-19 Pandemic Risk-Through Effect
07:42has been,
07:43not removed,
07:44it is no longer valid.
07:46I think this can also
07:48push in a systemic way
07:52or in a regulative way
07:54the increase in percentage points
07:56from the NPL earlier.
07:57Because of course,
07:59the bookings or notes
08:01by the banks,
08:02the IMF credit transfer,
08:04the pricing becomes normal.
08:08It means that the burden
08:10of the CKPN ratio
08:12returns to the normal rate.
08:14That is the rate when
08:16the PUJK Risk-Through
08:18is applied.
08:20So, I think this is an indication.
08:21But what we need to note too,
08:23we need to observe,
08:24maybe we will see later,
08:26Mr. Ronald,
08:28if the tendency of NPL growth
08:31for the IMF continues to advance,
08:34it means that there is something wrong
08:36with our economy.
08:37Especially the economy
08:38of this small to medium-sized business scale.
08:41Of course, it must be explored more deeply.
08:44What is the reason?
08:46Because if not,
08:47the size of this NPL will continue to increase
08:50and this will certainly burden the banks.
08:52Whether it is a large-scale bank
08:54or a small-scale bank.
08:56That is my opinion, Mr. Price.
08:58But in your opinion,
08:59what is the trend of the IMF credit transfer
09:02in the economic recovery period?
09:04Especially during COVID-19.
09:06The data has been announced,
09:08per month, the NPL is 4.27%,
09:10as you said, this is the growth.
09:12But there is a limit
09:14that must also be met, 5%.
09:16Here, read it carefully.
09:18So, the NPL growth limit
09:21of 5% is for individual banks.
09:25Individual.
09:26And it applies to all credit categories.
09:29Well, specifically for NPL,
09:31in general,
09:32the banking is variative.
09:35There are banks that
09:37their consumer base is MSMEs.
09:40Of course, they will have
09:42a high NPL ratio.
09:44Yes, it will be high.
09:45But on the contrary,
09:46if the bank is playing
09:48or moving in the corporate banking segment
09:51or wholesale banking,
09:52especially those who are more
09:54inclined to international banking,
09:56of course, the NPL ratio for MSMEs is small.
09:58Yes, so we can
10:00generalize it
10:02bank by bank.
10:04But we can do it industrially.
10:06The second,
10:07actually, the portion of our banking financing
10:09to MSMEs,
10:11this is what I'm actually a little worried about,
10:13Mr. Rinalwala.
10:14As far as I remember,
10:15OJK has an expectation,
10:17going forward,
10:18maybe by the end of 2024,
10:20as far as I remember.
10:21The portion of financing to MSMEs
10:23is at least 30 percent.
10:25In terms of aggregates or industry.
10:27But the data I have,
10:29from last year to the current condition,
10:31April,
10:32it fluctuates.
10:33Last year,
10:34we were able to book
10:35the portion of MSME financing
10:37as big as 20 percent
10:38of the total outstanding credit
10:40that was circulated.
10:41Okay.
10:42It slowly went down,
10:43approaching the number 19,
10:44Mr. Rinalwala.
10:45Okay.
10:46Maybe if this is not held,
10:47it can fluctuate again to level 18 percent.
10:50What does it mean?
10:51The portion of financing to non-MSME segments
10:53actually increased.
10:55On the contrary,
10:56the portion of financing to MSMEs
10:57is stagnant.
10:58Okay.
10:59Right?
11:00Because the big one increased,
11:01of course it will be discounted,
11:03the MSME portion.
11:04Now we have to
11:05consider this too.
11:07So there are two notes from me,
11:09Mr. Paas, Mr. Donald.
11:11One, how Bambang mitigates
11:13the risk for MSMEs in the future.
11:15Second,
11:16the Leontes
11:17must have the spirit
11:20and motivation
11:21to expand the market
11:23for MSME financing.
11:25Because no matter what,
11:26MSMEs can still be
11:28a backbone
11:31of our economy,
11:32especially for the lower layers,
11:34Mr. Paas.
11:35These are my critical notes
11:36that I have to share in this forum.
11:38Okay, Mr. Rinalwala.
11:39Thank you.
11:40We will ask you later
11:41in the next segment
11:42related to
11:43the previous conditions.
11:45Is it related to
11:47strict requirements
11:49or maybe the limitations of MSMEs themselves?
11:51We will discuss it in the next segment,
11:53Mr. Ronald and Mr. Rian.
11:54We will be back in a moment.
11:55Stay with us.
11:57NEXT SEGMENT
12:13We will continue
12:15the discussion on
12:16MSMEs' NPL sector.
12:18This is interesting.
12:19Mr. Ronald,
12:20you have answered my question
12:22about the efforts of MSMEs
12:24to mitigate the risk.
12:26Indeed, there is a decrease
12:28in financing
12:30and financing
12:32as stated by Mr. Rian.
12:33But,
12:34are there certain limitations?
12:35Maybe from the requirements,
12:37accessibility,
12:38or are there other things
12:39that can be revealed?
12:40Please.
12:41Yes, if I look at the pattern
12:44of MSMEs' NPL,
12:48in 2023,
12:50we see a lot of NPLs
12:52with the largest ratio
12:54in the middle sector.
12:55Medium-sized businesses.
12:59Then,
13:01in Q1 this year,
13:04NPLs are dominated
13:06by small and micro-sized businesses.
13:09So, if I look at
13:11the decrease in financing,
13:13the banks are
13:15mitigating the risk.
13:19Because in the middle,
13:21they have limitations
13:22in small and micro-sized businesses
13:24and I heard that
13:27if we look at
13:30the largest is
13:32from the BRI banks,
13:34the MSMEs.
13:35This year,
13:37the credit portion of MSMEs
13:39is around 83%
13:41of the total credit
13:42or grew by 10%.
13:44While the NPL also grew
13:47by 3.27%.
13:49So,
13:51from 2007,
13:53it grew by 3.27%.
13:54From last year,
13:56it grew by 3.02%.
13:58So,
13:59the NPL grew by 8%
14:01if we look at it.
14:03So, I also heard that
14:05from the banks,
14:06they are heading
14:08to ultra-micro-sized businesses
14:10to give their credit.
14:12In our opinion,
14:14if the banks
14:16and the OJK
14:17already have
14:20the right way
14:22of monitoring or choosing
14:24the right MSMEs
14:25to give credit,
14:27this is a good step.
14:29But of course,
14:30this is not easy.
14:33Because we are talking about
14:3465 million MSMEs,
14:35which is 98%
14:37of the total MSMEs.
14:38So, maybe the digitalization system
14:40and infrastructure,
14:41credit scoring,
14:43and so on,
14:44must be strengthened
14:46so that we can
14:48reduce the pressure.
14:49On the other hand,
14:50I also heard
14:52from businessmen
14:54that there are a lot of MSMEs
14:57who are growing.
14:59And I see why
15:01these are the ones
15:02who can give
15:03product differentiation
15:04or value-added
15:05to the public.
15:07So, maybe this is what we see,
15:09the gap between small micro-sized businesses
15:11getting the control,
15:12but the big ones
15:13or having differentiation,
15:15compared to ultra-micro-sized businesses
15:18that are being explored,
15:20will grow, sir.
15:22Yes.
15:23But from the side of support,
15:24either from APINU
15:26or the government
15:27related to micro-sized sectors
15:28or ultra-micro-sized sectors
15:29that will be scrutinized again
15:31by the government,
15:32especially our banks,
15:33in order to be able to
15:34allocate the funding,
15:35how is it?
15:36Support, sir?
15:37Yes.
15:38Yes.
15:39So,
15:42like all businessmen,
15:44MSMEs or big businessmen,
15:47the challenge
15:48or
15:51the main thing
15:52that is needed
15:53is market information
15:54and market access.
15:56And
15:57we see that
15:58in Indonesia,
15:59we are a big country
16:00and there is already a commitment
16:01from the government
16:03to absorb
16:04the foundation funds
16:05from LKPP and E-Catalog.
16:07And the funds are very large.
16:09We see
16:10from there,
16:11it will open up
16:12opportunities and market information
16:15about what is needed
16:16in the country.
16:17Some issues here are
16:19to enter LKPP
16:21is quite a challenge,
16:23it's complicated,
16:24the steps.
16:25Then,
16:26one of them is
16:27the permit
16:28and also the TKDN.
16:29Now, this may
16:30need to be helped
16:31to be smoothened
16:32so that
16:34the permit,
16:35legal certainty,
16:36legal certification,
16:37all of these
16:39are getting cheaper,
16:40efficient,
16:41and effective
16:42for businesses to try.
16:43Because,
16:44of course,
16:45the absorption is so large,
16:46the fish cannot absorb
16:47directly.
16:48So, it needs
16:49step-by-step
16:51and support.
16:52And here,
16:53our role,
16:54Apindo,
16:55and Penta Relief stakeholders
16:56to work together
16:57to support the SMEs
16:59step-by-step
17:00and increase
17:01local knowledge.
17:03Okay.
17:04Lastly,
17:05how about
17:06the cancellation of the traffic jam credit
17:07that you mentioned earlier?
17:08Is it really
17:09something urgent
17:10that is happening
17:11in the current policy
17:12in the context
17:13of promoting
17:14the growth of our SMEs?
17:16Yes.
17:17Of course,
17:18this is very important.
17:19Of course,
17:20as we have discussed,
17:21this does not need to be
17:22completely eliminated,
17:23but based on
17:24the needs.
17:25Yes.
17:26So that,
17:27the SMEs
17:28business actors
17:29can continue
17:30their business.
17:32Because we know
17:33that those who are
17:34getting
17:35call one,
17:36call two,
17:37traffic jam credit,
17:38they cannot continue
17:39their business.
17:40Because
17:41to get
17:42more payment,
17:43it will be stopped.
17:44Not only
17:45in their business.
17:46For example,
17:47SMEs business actors
17:48have two businesses.
17:49In the business
17:50that is affected
17:51by the traffic jam,
17:52but in the second
17:53and third business
17:54will also
17:55be affected.
17:56And they can't
17:57continue their business.
17:58This is what
17:59needs to be
18:00thought about,
18:01discussed,
18:02the solution
18:03so that
18:05the traffic jam,
18:06we really
18:07think
18:08we have to
18:09separate them.
18:10Problems
18:11from outside Indonesia
18:12and domestic.
18:13And we see
18:14that from
18:15outside Indonesia
18:16globally,
18:17now we are
18:18really
18:19challenged.
18:20So we see
18:21that
18:22in the future,
18:23at least
18:241-2 years
18:25ahead,
18:26we need
18:27very
18:28fast,
18:29from
18:30goods from
18:31China,
18:32from abroad,
18:33where inflation,
18:34oil,
18:35logistics,
18:36all of this
18:37we can
18:38control
18:39nationally.
18:40Okay, Mr. Renal.
18:41Mr. Rian,
18:42what about the policy
18:43earlier,
18:44the effort to
18:45eliminate the traffic jam
18:46from the UMKM sector?
18:47For the liquidity
18:48itself,
18:49is this enough
18:50to give
18:51pressure
18:52or is there
18:53a portion of it?
18:54Because this is
18:55indeed a national policy.
19:01Still muted,
19:02Mr. Rian?
19:05Sorry.
19:06So, regarding
19:07ligitimacy
19:08of aggregates,
19:09so far,
19:10no issue.
19:11No problem.
19:12I have to say
19:13that the liquidity
19:14is ample.
19:15From where we read it,
19:16we see
19:17that it is
19:18the simplest
19:19from the position
19:20of loan to
19:21deposit ratio
19:22or LDR,
19:23which is approximately
19:2475%
19:25according to
19:26the industry.
19:27So there is
19:28still no problem.
19:29Even some banks,
19:30as far as I know,
19:31are still
19:32placing the
19:33liquidity
19:34access
19:35to state-of-the-art
19:36documents.
19:37So,
19:38no issue.
19:39Lastly,
19:40regarding
19:41the issue
19:42of erasing
19:43the book
19:44or write-off,
19:45actually,
19:46this case
19:47has become
19:48a public domain
19:49where banks
19:50have enforced
19:51it according
19:52to the rule
19:53of the game.
19:54So,
19:55there is no problem
19:56with the story
19:57about the write-off.
19:58But,
19:59what is actually
20:00questioned
20:01is the
20:02erasing of the
20:03documents.
20:04The write-off
20:05and the
20:06write-off
20:07from on-balance
20:08sheet
20:09to off-balance
20:10sheet.
20:11But,
20:12the write-off
20:13does not disappear.
20:14It becomes
20:15the right
20:16of banks
20:17as creditors.
20:18What is discussed
20:19is how
20:20to erase
20:21this write-off.
20:22Because,
20:23I'm sorry,
20:24specifically for
20:25banks
20:26that have
20:27government
20:28ownership,
20:29they cannot
20:30do the
20:31write-off
20:32recklessly
20:33because it
20:34is related
20:35to the
20:36write-off
20:37from the
20:38central government
20:39or regional
20:40government.
20:41But,
20:42as far as
20:43I know
20:44and understand,
20:45the write-off
20:46policy
20:47has been
20:48enforced
20:49by the
20:50banks.
20:51Therefore,
20:52if we look
20:53at a
20:54certain
20:55momentum,
20:56say,
20:57March,
20:58June,
20:59September,
21:00or the
21:01end of the
21:02year,
21:03there is
21:04some
21:05write-off
21:06so that it
21:07comes out
21:08of the
21:09bank's
21:10record
21:11but
21:12enters the
21:13off-balance
21:14sheet.
21:15The second
21:16is that
21:17there may
21:18be an
21:19improvement
21:20of the
21:21credit
21:22quality.
21:23For example,
21:24from
21:25collectability
21:261 to
21:27collectability
21:282,
21:29or from
21:30call 4
21:31to call
21:323,
21:33the
21:34central
21:35government
21:36and
21:37the
21:38financial
21:39services
21:40authority
21:41have
21:42agreed
21:43on
21:44the
21:45treatment
21:46for
21:47the
21:48banks
21:49to
21:50be able
21:51to
21:52remove
21:53the
21:54debt
21:55from
21:56collectability
21:575.
21:58And
21:59that
22:00has
22:01been
22:02approved
22:03by
22:04the
22:05central
22:06government
22:07,
22:08but
22:09it is
22:10still
22:11booked
22:12on the
22:13balance
22:14sheet
22:15,
22:16on the
22:17bank's
22:18record.
22:19This
22:20becomes
22:21a node
22:22for
22:23the
22:24bank.
22:25So
22:26maybe
22:27in the
22:28P2SK
22:29amendment
22:30,
22:31there
22:32will be
22:33legal
22:34issues
22:35later
22:36.
22:37I have
22:38to say
22:39this story
22:40about
22:41Mr.
22:42Ronald,
22:43it's
22:44been
22:45a long
22:46time,
22:47it's
22:48been
22:49years,
22:50and
22:51to
22:52this
22:53day,
22:54I
22:55have
22:56never
22:57broken
22:58up
22:59.
23:00Okay.
23:01Like
23:02this,
23:03I mean
23:04Mr.
23:05Ronald,
23:06if it
23:07can be
23:08red-off,
23:09then
23:10removed,
23:11the
23:12position of
23:13the
23:14MCM
23:15actor
23:16becomes
23:17clean.
23:18Because
23:19it becomes
23:20clean,
23:21it
23:22does
23:23not
23:24go into
23:25the
23:26slick
23:27again.
23:28It
23:29is
23:30a
23:31re-
23:32funding
23:33from
23:34the
23:35bank.
23:36This is
23:37actually
23:38missed,
23:39especially
23:40by our
23:41MCM
23:42actors.
23:43That's
23:44it.
23:45I hope
23:46there will
23:47be a
23:48comprehensive
23:49policy
23:50.
23:51The
23:52law
23:53is already
23:54there,
23:55it
23:56remains
23:57to be
23:58seen.
23:59Thank
24:00you very
24:01much,
24:02Mr.
24:03Ronald.
24:04Thank you
24:05for the
24:06insight,
24:07information
24:08that you have
24:09conveyed
24:10to the
24:11MCM
24:12sector in
24:13Indonesia.
24:14Congratulations
24:15on continuing
24:16your activity
24:17again.
24:18Good
24:19health,
24:20Mr.
24:21Ronald and
24:22Mr.
24:23Ian.
24:24Thank
24:25you.
24:26Thank
24:27you.
24:28Thank
24:29you.
24:30Thank
24:31you.
24:32Thank
24:33you.
24:34Thank
24:35you.
24:36Thank
24:37you.
24:38Thank
24:39you.
24:40Thank
24:41you.
24:42Thank
24:43you.
24:44Thank
24:45you.
24:46Thank
24:47you.
24:48Thank
24:49you.
24:50Thank
24:51you.
24:52Thank
24:53you.
24:54Thank
24:55you.
24:56Thank
24:57you.
24:58Thank
24:59you.
25:00Thank
25:01you.
25:02Thank
25:03you.
25:04Thank
25:05you.
25:06Thank
25:07you.
25:08Thank
25:09you.
25:10Thank
25:11you.
25:12Thank
25:13you.
25:14Thank
25:15you.
25:16Thank
25:17you.
25:18Thank
25:19you.
25:20Thank
25:21you.
25:22Thank
25:23you.
25:24Thank

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