Letter #10 is live!
Koperasi Desa Merah Putih. The initial target was 80,000 fully running cooperatives. Today, only … are operational. Is KDMP living up to the hype, or is it just another minimarket, with higher prices?
And what does all of this mean for $AMRT, which has shed 30%+ since the instruction was signed? The market is pricing in KDMP's success. But the data tells a different story.
We break down the latest numbers, the supply chain reality on the ground, and what really is AMRT’s alluring charm for the next couple of years.
We also discuss $IHSG in this letter. After a string of trap like movements, last week’s move makes it harder to ignore the main question, is this liquidity hunting, or a real shift that opens up a buying opportunity?
Read our latest letter through the link below:
https://t.co/00YJKxPJom
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Indonesia’s central bank unexpectedly raised its benchmark interest rate by 25 basis points in an off-cycle meeting, moving to shore up the rupiah https://t.co/JgGz2SAzGk
🚨 🚨 IHSG: Market rumor is circulating that Indonesia is reportedly preparing to announce the creation of a new state-linked export body that would centralize exports for selected commodities including coal, CPO and minerals.
Under the proposed structure, exporters may be required to sell their products to the new entity, which would then handle exports directly, raising market concerns over potential pricing control.