merdie mahendra

[merdie mahendra @Merdie_M]

@Jateng_Twit Bayar buat biaya make up calon ibu gubernur.

[merdie mahendra @Merdie_M]

@KapudS640 Orang tuaku pernah terjebak dengan ART multitalenta yang punya kebiasaan buruk. Saran dikeluarin aja, itu sudah jadi watak yang sulit diubah. Liat dia bikin caption tidak tidak sesuai kondisinya, lama2 barangmu diambil dikit2.

[Ricky Ho @rickyho_1989]

Hey everyone, this is my base case for Indonesian equities going forward. Personally, I view this as a market to avoid entirely, with zero exposure. For those who are already invested, I would seriously consider planning an exit ahead of the developments I believe are increasingly likely. As always, do your own work (DYOR).

Based on recent disclosures and signals from Indonesia's capital market authorities, I struggle to see a path where MSCI continues to tolerate the current market structure indefinitely. The probability that Indonesia is eventually downgraded from Emerging Market (EM) to Frontier Market (FM) status appears materially underappreciated. If and when that happens, the mechanical consequences would be substantial, with an estimated US$30-35bn of forced equity outflows. As markets are forward looking, and rational participants will not wait for the formal announcement before repricing this risk. The adjustment process typically begins well in advance.

At the same time, valuations remain elevated relative to the underlying quality of liquidity. The index looks inflated, and in my view, highly vulnerable to a sharp correction. The critical question is simple: who becomes the marginal buyer in a market where liquidity is increasingly artificial and both foreign and domestic institutional capital are incentivized to sell? Retail participation may provide some flow, but in size, it is negligible relative to the potential supply that could hit the market.

This is the classic setup for a severe liquidity crunch. Once confidence in price discovery breaks, selling feeds on itself, bids disappear, and prices gap lower rather than adjust smoothly. In that scenario, exits become disorderly, correlations go to one, and the outcome is rarely contained or elegant. If this plays out, I believe the endgame will be very ugly with has very serious repercussions at many levels beyond equities.

On micro level, let's look at Indonesia's biggest market cap company: Barito Renewables ($BREN) - US$66.4bn market cap, US$11mn daily turnover. On paper, this clears IDX and MSCI headline thresholds. But despite the size, observed daily trading value over the past six months has been extremely thin relative to market cap (just at 0.017% per day). If we measure liquidity against effective float instead of headline market cap: 0.22% per day, still very thin for the company size. This resembles micro-cap liquidity rather than mega-cap behavior. Compared this figure to other large EM mega-caps (Tencent, Samsung, major Chinese, Singaporean or Indonesian banks).

[merdie mahendra @Merdie_M]

@ferrykoto @setkabgoid @DPR_RI @KPK_RI Kelihatan bikin konten karena emosi sendiri, tanpa pertimbangan atasan atau pendapat jajarannya.

[merdie mahendra @Merdie_M]

@LambeSahamjja Kira2 jam berapa Pak Dasco datang ke kantor?

[Khanif Irsyad @khanifirsyad]

Dulu di era kolonial, Indonesia punya 170-an pabrik gula aktif dan jadi eksportir gula terbesar kedua di dunia.

Sekarang? Pabriknya tinggal 50-an, dan kita malah jadi importir gula terbesar. Padahal teknologi sekarang jauh lebih maju.

Kok bisa?

[ngabdul @goraici]

Pasar modalnya ga bisa dipercaya, pejabatnya ga bisa dipercaya, data2 ekonominya pun susah dipercaya

Indonesia

[merdie mahendra @Merdie_M]

@nesthetist @infauzta Kata dia resepnya cuma mau kerja di satu Rumah Sakit dan dekat dengan rumah. Itu mempermudah dia manajemen waktu dan koordinasi jadwal dengan bagian poli. Bukti ada dokter tau dan bisa manajemen waktu. Mungkin kamu salah satu yang gak mau dan tidak mau tau.

[merdie mahendra @Merdie_M]

@nesthetist @infauzta Saya punya teman Sp.OG dalam sehari pasiennya bisa sampai ratusan setiap hari, kenapa pasiennya bisa tetap banyak? Karena manajemen waktu baik dan komunikasinya bagus, kalo gak punya kemampuan ini sudah pasti ditinggalkan. Karena tau sendiri ibu hamil pengennya gimana.

[merdie mahendra @Merdie_M]

@aqiiwaa Yang bisa menilai kemaruk atau tidak itu sejawat.

[merdie mahendra @Merdie_M]

@Januiyo Dokter Spesialis ngumpul diperkotaan, jumlah dan sebaran tidak merata. Itu kenapa Kementrian menjalankan program PPDS hospital based, tapi dikritik IDI standart mutunya. Jadi menurutmu mending gimana?

[merdie mahendra @Merdie_M]

@GIBOLofficial Kebodohan yang ngelolosin design.

[merdie mahendra @Merdie_M]

@sobibib_ Kenapa yang disalahin dokter. Yang salah itu manajemen RS, kenapa pasien dibiarkan nunggu tanpa informasi. Bisa juga salah karena memperkerjakan dokter yang jadwalnya penuh.

[merdie mahendra @Merdie_M]

@BolaIndustry Alat kampanye menantu 2029.

[merdie mahendra @Merdie_M]

@AldhitamaR Yang salah manajemen Rumah Sakit. Pasien nganggur tanpa kejelasan.

[merdie mahendra @Merdie_M]

@BoNetijen Padahal statement Mas Aza jelas, karena kesalahan pengurus liga yang lama mengenai kontrak hak siar. Klub liga sulit untung sampai tahun 2026. Jadi yang ngakunya untung sudah pasti duit sulapan. Tahun depan ada tambahan klub yang belanja pemain pakai duit pajak kita.

[merdie mahendra @Merdie_M]

@WOLF_of_IHSG Kayanya lagi jalan terapi dan sekarang dia lebih peduli kesehatan mentalnya daripada nguber kekayaan. Secara finansial dia sudah nyaman dan masih ada penghasilan dari exclusive member di IG.

[merdie mahendra @Merdie_M]

@alif_djaduk @wunderkid_id Jawaban alasan dibikin serius, kalo perhatikan pertanyaan diawal masalah Garuda Select itu uda jelas mereka gak mau berurusan sama PSSI.