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.
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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.