TIMELAPSE 100x: IHSG VS MR PRESIDENT'S SPEECH

PT Niramas Utama, perusahaan di balik brand INACO, sedang dalam proses IPO di BEI, Dengan kode emiten $JELI . Produknya mungkin sudah kamu kenal sejak kecil jelly cup, nata de coco, pudding. Harga penawaran Rp900–Rp1.120 per saham, listing dijadwalkan 7 Juli 2026, dana yang ingin dihimpun maksimal Rp392 miliar. Ceritanya menarik karena revenue mereka justru turun tiga tahun berturut-turut. Tapi itu disengaja manajemen memangkas produk yang kurang profitable. Hasilnya: laba bersih 2025 naik 235% jadi Rp39 miliar, gross margin naik dari 29% ke 38%, dan interest coverage sudah jauh lebih sehat di 4,30x. Ini bukan growth story. Ini turnaround story dari perusahaan FMCG 35 tahun yang baru selesai berbenah. Risiko utamanya tetap di volatilitas harga bahan baku, dan rasio utang terhadap ekuitas masih 2,79x. Masa penawaran umum 1–3 Juli 2026. Prospektus lengkap di e-ipo.co.id

Kas $COAL sisa Rp233 juta per 31 Maret 2026 Ketika Utang usahanya Rp103 miliar dan utang bank jangka pendek Rp195 miliar 😬 Berapa lama bisa bertahan??

Salah satu dampak dari RKAB yg tidak keluar, kah? 😰 Jangan sampe menjadi emiten tanpa pengendali seperti kasus HKMU dulu ..

Mantan bos yupi pindah ke ades lalu mau masuk bisnis permen gummy. Artinya?

Weekly recap from our last letter. What a week it has been. For the first time since early May, JCI closed the week in positive territory. This wasn't a concentrated move, market participation was broad, with all IDX sub indices printing relatively uniform returns of around 7%. The week started on a grim note, with Monday delivering JCI’s worst daily performance, -4.52%, since early March. However, the subsequent daily rallies were remarkably strong, strong enough to challenge a deeply bearish outlook. While this price action mirrors the February rally, we might be witnessing a genuine regime change for the JCI. Doesn't mean we are jumping into a buying rampage, but we will outline our updated thesis on the Indonesian market in our next letter. On the USDIDR front, our position was established below 16,800, and we decided to trim 50% on the final trading day of the week. IndoGB yields continue to move lower, JCI is moving higher, and USDIDR declined 1.78% this week, strongest move in favor of the Rupiah since the rally began. Given the backdrop, we felt it was appropriate to realize part of the gains. At minimum, the position has served its purpose as a hedge against what the JCI has been offering since February. As the saying goes: a bird in the hand is worth two in the bush. #MeridianResearch

🗿funfact-nya gajadi

USD/IDR Lord Dasco emang jagoan.

$BBRI UMUMIN RENCANA BUYBACK Rp500 MILIAR: 💰 Nilai buyback: maks Rp500 miliar dari kas internal 📅 Periode: 12 Juni-11 September 2026 (3 bulan) Kemudian saham hasil buyback rencananya akan digunakan untuk program kepemilikan saham karyawan, direksi & komisaris. #RangkumKeterbukaanInformasi