Ngambil profit 2x lipat, terus kita bilang bahwa anak muda gak bisa punya rumah karena kebanyakan beli kopi.
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Harganya rumahnya udah baik 2x lipat dari harga asli, masuk KPR 2x lipat harga jual.
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Kasarnya kita beli rumah harganya 4 kali lipat harga yang seharusnya. 😭😭😭
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
Korea Selatan 🇰🇷 0 - 3 🇮🇩 Indonesia
32 - 34, 16 - 25, 23 - 25
INDONESIA CHAMPIONS!!!
INDONESIA MENJADI JUARA AVC CUP UNTUK PERTAMA KALINYA DALAM SEJARAH!
TERIMA KASIH GARUDA!!!
#AVCCup2026
India 🇮🇳 2 - 3 🇮🇩 Indonesia
25 - 15, 24 - 26, 20 - 25, 25 - 19, 13 - 15
ASSALAMUALAIKUM FINAL!!!!!!
INDONESIA MELAJU KE PARTAI FINAL AVC CUP UNTUK PERTAMA KALINYA DALAM SEJARAH!!!!
#AVCCup2026
Note from my POV:
As far as I'm concerned, the MSCI story is over.
The market has spent enough time debating whether Indonesia belongs in Emerging Markets or Frontier Markets. At this point, I'd rather focus on what actually drives long-term returns: business growth, earnings growth, and value creation.
Index classifications may influence capital flows and sentiment in the short run, but they do not determine the intrinsic value of a company. Over time, stock prices tend to follow earnings, cash flows, and the ability of management teams to execute.
Whether Indonesia is classified as EM or Frontier may matter for asset allocators. For investors, what matters more is whether Indonesian companies can continue to grow, improve profitability, and compound shareholder value.
So let's move on from the MSCI debate and focus on what truly matters: the growth of the companies themselves.
At the end of the day, earnings matter more than labels.
Akhirnya selesai juga rangkaian Kelas Edukasi PGK 2026 #PGKStrikesAgain.
Sebuah versi upgrade dan extended dengan materi lebih padat dan pemateri yang lebih beragam.
Diikuti peningkatan frekuensi sesi kelas live dari 1 sesi menjadi 2 sesi per minggunya selama 3,5 bulan lebih.
Jujuuur, seneng tapi capee ikut kelas selama 4 bulan ini dan rata2 tiap weekend habisin waktu 3-4jam belajar ilmu yg gw kaga paham jadi harus ngulang2 rekaman materinya di waktu senggang
Harga dengan yang diberikan bener2 worth dan jadi pelajaran sangat berharga buat investasi
Di tengah ketidakpastian market melalui 20 pertemuan dengan segala kondisinya, semoga kelas ini menjadi hal terbaik yang teman2 dapat.
PGK terus berkembang, mendengar masukan, kritik serta saran. Mohon maaf apabila ada kesalahan.
Review dipersilahkan.
#lawanjudoldenganinvestasi #pgkstrikesagain
Sesi Terakhir Kelas Edukasi PGK 2026 - Last Dance with @stockmapping.
Studi Kasus Teknikal di Pasar Modal Indonesia #PGKStrikeAgain
Terima kasih kebersamaanya selama 3,5+ bulan, jangan lupa kerjain PR biar ketemu lagi di komunitas.
Yang ga ngerjain, sampai jumpa di lain waktu 👋