@primagnesius Bang, sebelum buy in the dip melulu, coba pelajari dulu sebab akibat IHSG naik/turun. Kalau cuma pakek technical analysis itu gak jauh beda dgn gambling tanpa data. Kasihan yg baru belajar saham pada loss/nyangkut banyak 😩
@WOLF_of_IHSG Indonesia masih berkutat sama perebutan kekuasaan bang, dan masih sibuk nyari lumbung suara terus. Jadinya banyak peluang, inovasi dan kemajuan diabaikan dgn sengaja. Sedih bgt sebenarnya negeri ini rusak karena keserakahan itu 😓
IHSG likuiditasnya kering sejak BI menaikkan suku bunga sampai 5,75% dan juga The Fed rencana mau menaikkan suku bunga lagi di 3,75% - 4,00%. Jadi memang sebaiknya stay cash dulu daripada nyangkut/cutloss 😓
Kenyataannya memang banyak intervensi dan ambil keputusannya mendadak saat pidato. Sampai banyak orang trauma/elus-elus dada dgn pidatonya dan ada candaan pakai analisis Pidatomology 😩
Vietnam continues to adopt free market reforms.
Pres. Prabowo's Indonesia adopts interventionist economic policies.
INDONESIA FAILS TO REACH ITS POTENTIAL.
Meridian's 12th letter is here.
We cover Indonesia's fiscal state on this letter. Free meals, defense, and subsidies, together consuming 24% of total expenditure. The 2025 deficit came at 2.92% of GDP, the highest non-pandemic reading in two decades, just 8bps from the legal ceiling. The short-term numbers are looking surprisingly good. But a budget you can't cut is a budget waiting to break.
Moving on, we've repeatedly asked, where is the bottom? Perhaps we finally have an answer. Using two independent approaches, calculus-based framework and max pain indicator, we arrive at a similar conclusion. While, for the country's sake, (for the first time) we hope our model is wrong, but this is where the data leads us. $IHSG
Read our latest letter through the link below:
https://t.co/00YJKxPJom
#MeridianResearch
@meridian_rsrch Meresahkan juga sih, ditambah bonds Indonesia mengalami inverted yield curve dan diperparah the fed rencana naikkan suku bunga lagi. Semoga rupiah gak melemah ke Rp. 18.700 aja udah bersyukur 😩🤦♂️
Indonesia kelihatannya mengalami inverted yield curve (tanda awal terjadinya krisis), sedangkan Jepang dan Malaysia tidak mengalaminya. Semoga Indonesia bisa membaik dan survive