Presiden Prabowo Subianto resmi meluncurkan Badan Pengelola Investasi Daya Anagata Nusantara (BPI Danantara). Presiden menegaskan Danantara akan mengelola aset lebih dari USD900 miliar atau sekitar Rp14.678 triliun.
Category
📺
TVTranscript
00:00The President of Indonesia, Prabowo Subianto, has announced that he will invest more than US$900 billion, or around US$14,678 trillion, into Indonesia's economy.
00:13The President of Indonesia, Prabowo Subianto, has announced that he will invest more than US$900 billion, or around US$14,678 trillion, into Indonesia's economy.
00:31The President of Indonesia, Prabowo Subianto, has announced that he will invest more than US$900 billion, or around US$14,678 trillion, into Indonesia's economy.
00:59The President of Indonesia, Prabowo Subianto, has announced that he will invest more than US$900 billion, or around US$14,678 trillion, into Indonesia's economy.
01:06The President of Indonesia, Prabowo Subianto, has announced that he will invest more than US$900 billion, or around US$14,678 trillion, into Indonesia's economy.
01:22This commitment can be a new direction in the transformation of strategic investment management by the country, which is expected to bring Indonesia's economy to a higher level through sustainable and inclusive investment.
01:35The President of Indonesia, Prabowo Subianto, has announced that he will invest more than US$900 billion, or around US$14,678 trillion, into Indonesia's economy.
02:00The President of Indonesia, Prabowo Subianto, has announced that he will invest more than US$900 billion, or around US$14,678 trillion, into Indonesia's economy.
02:24The President of Indonesia, Prabowo Subianto, has announced that he will invest more than US$900 billion, or around US$14,678 trillion, into Indonesia's economy.
02:36The President of Indonesia, Prabowo Subianto, has announced that he will invest more than US$900 billion, or around US$14,678 trillion, into Indonesia's economy.
02:49The President of Indonesia, Prabowo Subianto, has announced that he will invest more than US$900 billion, or around US$14,678 trillion, into Indonesia's economy.
02:57The President of Indonesia, Prabowo Subianto, has announced that he will invest more than US$900 billion, or around US$14,678 trillion, into Indonesia's economy.
03:04The President of Indonesia, Prabowo Subianto, has announced that he will invest more than US$900 billion, or around US$14,678 trillion, into Indonesia's economy.
03:10Yes, Mr. Mirso, to discuss our topic this time,
03:12waiting for the opportunity to create national security and economic continuity,
03:16we have connected via Zoom, together with Mr. Andri Satrio Nugroho.
03:20He is the Head of the Center of Industry, Trade and Investment, INDEF.
03:24Hello, Mr. Andri, how are you?
03:28How are you, Mr. Pras?
03:29Good, thank you for your time.
03:32Next, who are we?
03:33There is Mr. Boyamin Saiman.
03:34He is the Coordinator of the Indonesian Anti-Corruption Community, or MAKI.
03:38Hello, Mr. Boyamin, how are you?
03:40Good, I'm fine.
03:41Even though I just came back from Umroh, the jet lag is still affecting me.
03:44Good, thank you for your time, Mr. Boyamin.
03:48Before we discuss further,
03:49Mr. Andri, maybe you can explain what the Kinesia sector is like,
03:55as you can see, throughout 2024,
03:58and then the CANS in 2025,
04:01from the perspective of INDEF, what is it like?
04:04Yes, Mr. Pras,
04:05if we look at the FDI year-on-year,
04:10we have seen the results from the fourth quarter of 2024,
04:17with a growth of 33.3%.
04:21And if we look at the overall investment for the FDI,
04:29we have secured US$55.3 billion.
04:34Indeed, if we look at the investment achievement for Indonesia itself,
04:41of course, if we compare it to neighboring countries,
04:45for example, developed countries like Singapore,
04:48it's still too far.
04:50For the FDI, Singapore's GDP is almost 30%.
04:56Even though we know that there are many problems
05:02that still hinder investment in Indonesia today.
05:07Some of the problems, starting from basic problems,
05:12we know that there are also many related to administration,
05:18it still happens.
05:20Then there are still structural problems,
05:26from the issue of raw materials,
05:28it is difficult to get raw materials,
05:30it is difficult to get energy, access to energy.
05:34Well, this is still a hindrance for investment into Indonesia.
05:41On the other hand, we see that the challenge is the financing issue.
05:46Well, this financing issue,
05:48indeed, not all banks in Indonesia can support
05:53related to investment financing.
05:55Some of these investment financing come from abroad,
06:00whether it's in the form of a financing project
06:04or maybe related to a banking syndicate.
06:07And what is still difficult for us right now
06:11is an investment that has a national interest.
06:15So there is still no financing there,
06:21it is still difficult to be supported by financial institutions,
06:25both domestically and abroad.
06:28So indeed, if we look at it,
06:31this is one of the challenges faced by the world of investment right now.
06:38And we know that one of the components of strengthening investment energy
06:41is the body of investment management, or BPI,
06:44which has just been launched.
06:46In your opinion, how is the presence of BPI,
06:48investment, or BPI in the national economy?
06:53Yes, if we look at the goals,
06:58the goals are very noble,
07:00that the Indonesian SWF, namely BPI,
07:06is expected to work like the existing SWF.
07:15We can see from Norway,
07:17which can manage its MIGAS reserves,
07:21which of course some of the export deficits
07:28and also the benefits obtained from managing MIGAS
07:33are stored and then used to finance investment in other sectors,
07:40even outside the country.
07:43The same goes for Singapore and Malaysia.
07:46Many of them are targeting
07:51how their portfolios can be filled
07:55by emitters from outside the country.
08:01We know that Temasek has a lot of investments in the private sector in the country
08:08and also BWM in the country.
08:10This is what is expected,
08:12so that our BWM can expand in the future.
08:17The investment is not only in the country, but also abroad.
08:21Okay, Mr. Andri.
08:22Mr. Boyamin, how do you see,
08:25when it comes to the presence of Dalantara,
08:27which will be included in the investment management in Indonesia?
08:31Actually, we are already very late, Mr. Andri.
08:36It should have been a long time ago.
08:38We will have all kinds of wealth.
08:40Actually, if Dalantara was made 20 or even 30 years ago,
08:46maybe we can get a lot of things
08:49if it is managed well.
08:51That's all.
08:53The concept, if I can learn,
08:57is to sell the future.
08:59In the future, Dalantara will be obligated.
09:02In simple terms, it's a debt letter.
09:05In simple terms,
09:08instead of borrowing to the World Bank,
09:11to the IMF or whatever,
09:15why don't we just borrow from Dalantara?
09:19Actually, that's the key there.
09:24Actually, I'm just underlining,
09:27the important thing is that the management is good.
09:29The money is managed and received well.
09:34The debt letter is made as good as possible.
09:38It means that the flower is small.
09:40Because if we have high confidence,
09:425% is already high.
09:45Don't let us sell 10% in the first year,
09:47and in the second year, the flower is even higher.
09:50That's for example.
09:51Then also, where do you want the management funds to be planted?
09:54In the country, what benefits the most?
09:57For example, green energy.
10:00That's the main thing, actually.
10:03In addition to mining,
10:05because the banks can't pay for mining.
10:08So, there are many things that,
10:10as long as the management is good,
10:12we can hope for this Dalantara.
10:14But there is an anomaly.
10:16Yesterday, IDX went up,
10:18but the price of shares of several IMF banks
10:22that are considered to support Dalantara will go down.
10:26Because the public doesn't really believe
10:30whether Dalantara will not be corrupted.
10:32That's the challenge for Dalantara
10:34to make public trust increase or be maintained.
10:39How?
10:40Since the beginning, for example,
10:42Mr. Prabowo declared that this can still be monitored by the BPK.
10:45That's good.
10:47It can still be monitored by the KPK.
10:49That's good.
10:50Even though there is a law from the BWMN
10:52saying that now the BWMN officials are not state officials,
10:55the losses of the BWMN are not state losses.
10:57If the management is bad,
10:59I will go to the Constitutional Court
11:01to cancel those two provisions.
11:03That this is a state official,
11:05because it is paid from state money,
11:07and second, Dalantara's losses are also state losses.
11:10For the corruption process.
11:12Okay, Mr. Boyamin.
11:13This is getting interesting.
11:14This is the importance of management,
11:15then how to build trust.
11:16We will discuss later in the next segment.
11:18Mr. Boyamin, Mr. Sandi, and Mr. Mirza,
11:20we will be right back after this.
11:32Yes, Mr. Mirza,
11:33investment funds targeted at 14 trillion rupiah
11:36will be the management responsibility of Dalantara,
11:38where the value of assets from the BWMN and Super Jumbo
11:41is risky and low risk of leaking.
11:45Yes, the head of BPI Dalantara,
11:48Rosan Ruslan,
11:49insisted that the institution he led
11:51was an unlawful institution
11:53and was ready to be audited by a winning institution,
11:55including the Corruption Reduction Commission or KPK
11:58and the Financial Inspection Agency or BPK.
12:01According to Rosan,
12:02Dalantara can be audited by BPK,
12:04especially in the use of BWMN
12:05related to the Public Service Obligation Program or PSO.
12:09Rosan admitted that BPI Dalantara
12:11is the strictest institution in terms of supervision
12:14because various institutions are involved
12:16in supervising the performance and policy of Dalantara.
12:19BPI Dalantara also implements a layered supervisory system
12:23consisting of a supervisory board,
12:24an advisory board,
12:26an oversight committee,
12:27then an audit committee,
12:29an investment committee,
12:30and an ethics committee.
12:35Maybe in my opinion,
12:36BPI Dalantara is one of the institutions
12:39that is supervised the most.
12:45It is supervised the most.
12:47Because later,
12:50everyone is involved.
12:54Because we report directly to the President,
12:57there is no higher authority.
13:00The report will be sent directly to the President,
13:02and the President will automatically be assisted
13:04by the authorities.
13:06First of all,
13:07as I said,
13:08there is no law in this country.
13:11So, KPK can do it.
13:13Especially if there are actions
13:15that should not be done,
13:17they can do it very well.
13:19BPK has a PSO program.
13:21It can also be audited
13:24by the institutions that have PSO.
13:27So, the reports must be handled.
13:29And all of them follow our supervision
13:32and participate in the process.
13:38Let's continue our discussion
13:40with Mr. Andri Satria Nugroho,
13:42Head of the Center of Industry, Trade, and Investment, INDEF,
13:45and Mr. Boyamin Saiman,
13:47Coordinator of Anti-Corruption Indonesia.
13:49Mr. Andri,
13:50Mr. Rosan has also said,
13:52and Mr. Maki has also said,
13:54that this is how to build the trust of the people
13:57in the past,
13:58with the presence of Dalantara,
14:00how to manage it,
14:01and how to implement it.
14:03How do you see it?
14:05Can it really be a booster
14:07to push the economy forward
14:09through Indonesia's investment in the future?
14:11Of course, the investors will see this.
14:14That it can be favorable
14:18related to policies
14:21that will benefit BUMN a lot
14:25compared to private companies.
14:28This is what we don't want,
14:30that Mr. Rosan,
14:32as Minister of Investment,
14:35has to accommodate all companies
14:39and all investors in it,
14:42both domestic and foreign.
14:44But if we look at Dalantara,
14:47he has to focus on BUMN.
14:50Likewise, if we look at the operational director,
14:55who is currently still in office as BUMN's director.
14:58Indirectly,
15:00BUMN's director has to report to the Minister of Investment,
15:04the Minister of Investment is monitored,
15:07and also has to report to the Minister of BUMN.
15:10It has been stated by Mr. Rosan,
15:12that there is an audit committee in the law,
15:15but it needs to be noted
15:17that there is no audit committee
15:20that can audit Dalantara.
15:23If we look at BPK alone,
15:26it can't audit without the consent of the DPR.
15:30So there is no regular audit.
15:33This is what we need to be careful about.
15:36Moreover, we know that
15:38there is still a PSO there,
15:40there is still a PMN that was injected from APBN to BUMN,
15:45which was legislated,
15:46it turns out that the PMN is no longer a state asset,
15:50but a BUMN asset after being injected.
15:52So the loss is the loss of BUMN.
15:55Our hope is actually in Dalantara,
15:57it is a healthy BUMN,
15:59an expansive BUMN,
16:00there is no PSO there,
16:02there is no state role there.
16:04Okay, this is interesting.
16:06Mr. Boyamin,
16:07how can we build a community trust,
16:10that this can be one of the solutions
16:13to maintain economic sustainability,
16:15the continuation of the national economy,
16:17which is also half expected by the community.
16:19Second, after the governance,
16:21is called COI,
16:22conflict of interest.
16:24Well, this should also be clear from the beginning.
16:28This is one of the issues,
16:30I am most worried,
16:32regulators and operators must be separated.
16:34The modern world is like that.
16:37Operators and regulators must be separated
16:39so that regulators can monitor,
16:41operators really work in an executive way
16:43to track the target.
16:45Well, this is what must be in that position,
16:48but this must be ensured from the beginning.
16:51Well, Mr. Andri,
16:52if we look at the governance,
16:54then how was the transparency earlier,
16:56it was also confirmed by the President,
16:58if it was suggested earlier,
17:00it should really stand alone like that.
17:03Well, Indep,
17:04what projects,
17:05if we talk about priorities like that,
17:07that can also push,
17:08if we talk about the economic movement of Indonesia in the future?
17:12We need to see,
17:14the first project must be strategic.
17:17What does strategic mean?
17:19This project will leverage Indonesia globally.
17:25There are some, for example,
17:28we know some of the President's wishes
17:32about how to increase our MIGAS reserves.
17:37That, in my opinion, must also be pushed.
17:39And now it is still difficult to get funding
17:43related to exploration, one of them,
17:47how we can increase it efficiently.
17:51And this is the first one,
17:53so it must be strategic.
17:55Will there be an Indonesian electric car later?
17:58Well, in my opinion, that's the second one,
18:00national interest.
18:02Where does this national interest want to go,
18:05the President?
18:06What are the President's aspirations?
18:08And these are also the aspirations of this country.
18:11What does Indonesia want to be known globally?
18:15Indonesia is, for example,
18:18a global leader for biofuel, let's say like that.
18:23Yes, it means there is a direction there.
18:25So, it must be strategic, it must be national interest.
18:30The last one is, it must have an impact.
18:33So, we hope that investment has a minimal impact on the economy.
18:39The economy as a whole.
18:41The second is social.
18:43So, we also talk about social
18:45about the workers who work in it.
18:48And also those who are around the area of ​​investment,
18:52need to look for notes too.
18:54The third is the environment.
18:57Well, don't let the investment that is funded,
19:00is a damaging investment.
19:02It has a negative externality for the environment,
19:08which is currently happening in some investments
19:11that are made by Indonesia.
19:13So, these three things, in my opinion,
19:15if it is maintained, I think investors will also feel that
19:20Indonesia has the willingness to increase its effort
19:25to invest in the future.
19:27Okay, your last hope, Mas Andri,
19:29related to the presence of the interests
19:31for the national economy?
19:33Yes, first, in my opinion,
19:35the issues related to governance must be fixed.
19:38Okay.
19:39That's the first.
19:41What we still have to give is trust.
19:46This is business trust.
19:48How can this trust be given by these funds?
19:53Through what?
19:54Minimal is from the organizational structure.
19:59The second is,
20:01we have to see,
20:03is this BUMN all put in and out?
20:07My hope is not.
20:09My hope is that there is still a BUMN
20:11that is focused on public facilities,
20:14which it does not target to profit at all.
20:18So, it's under the Ministry of BUMN.
20:20I hope it will be like that.
20:22Okay, Mas Andri.
20:23Unfortunately, we have limited time here, Mr. Boyamin.
20:25Thank you very much for the updated analysis
20:27that has been delivered to the audience.
20:29I'm sorry.
20:31We have limited time here, Mr. Boyamin.
20:33I'm sorry, Mr. Boyamin.
20:35Investments must be in the economy,
20:37but it can be public services.
20:39Yes, the important thing is,
20:41the benefits can be felt fully by the community
20:44for the welfare of the Indonesian community.
20:47Okay, Mr. Boyamin, thank you very much, Mas Andri.
20:49Thank you for your time.
20:51Congratulations on continuing your activities again.
20:53Stay healthy and see you again.
20:56Yes, viewers.
20:57I've been with you for an hour in Market Review
21:00and keep reporting your information
21:02only on IDX Channel,
21:03Your Trustworthy and Comprehensive Investment Reference.
21:06Because the future must move forward.
21:08I am an stock investor.
21:09I am Prasetyo Wibowo
21:11as well as all the workers
21:12who are in charge of BUMN.
21:14Thank you. See you.