prugress

Yapping tentang investasi saham, business, management, etc. anything about progressing towards better life. Mostly hanya opini pribadi. Bukan financial advisor

[prugress @prugresscom]

Ngomongin soal dividen, mungkin dulu selain karena namanya selalu disebut, itu yg bikin gw beli saham $UNVR. Selalu ngasih dividen.

Tapi sayangnya waktu itu sahamnya masih seharga Rp7450/lembar ya, bukan satu isi 3.

Sekarang? Sisa Rp1570 per lembar. Udah turun hampir 1/5 dari nilai beberapa tahun lalu.

[prugress @prugresscom]

Sedikit lebih tenang at least hari ini setelah closing #IHSG naik 2,71%

[prugress @prugresscom]

Kelakuan #IHSG pagi ini aneh banget. Ga biasanya naik 😂

[prugress @prugresscom]

@mesatu_ @inaonly Kok samaan?
Ah gw tw. Kadang pas udah tengah malam bisa fokus ngerjain hal-hal lain.

Sama overthinking juga 😂

[prugress @prugresscom]

Blunder terkini sang Presiden bangsa besar:
10+6 = 17. Emang maksa banget biar angka cantik katanya. Shaking my head.

https://t.co/uvTKqAVMOi

[David hermansyah @davidhermansyah]

Kemarin nemu komen seseorang :
- Sukornonomics.
- Suhartonomics.
- Habibienomics.
- Jokowinomics.
Nah klo Prabowo ini benernya Prabowo No Mics
...pasti rupiah langsung menguat dan bursa saham pasti hijau hehehe.

[prugress @prugresscom]

Distribusi Saham buangan MSCI $DSSA dalam 7 hari terakhir:

Investor Domestik (esp. XL andalan kita) lagi agresif akumulasi besar-besaran. Total saham senilai Setengah Triliun lebih udah diakumulasi.

Sementara Foreign dan BUMN cenderung distribusi/jual. Domestic lagi “menyerap” selling pressure dari asing (tau sendiri lah karena apa).

*bukan ajakan atau larangan investasi. DYOR!

[Ricky Ho @rickyho_1989]

The most important takeaway from Raj Agrawal’s presentation at the Morgan Stanley US Financials Conference is that some of the world’s largest institutional investors are increasingly treating infrastructure as a core portfolio allocation rather than an alternative asset class.

For years, infrastructure occupied a relatively small corner of institutional portfolios. Today that is changing rapidly. Average infrastructure allocations have nearly doubled from 3.3% in 2018 to 6.4% in 2025, while 89% of investors expect to maintain or increase allocations in the near term and 92% expect the same over the longer term. When capital allocators managing trillions of dollars move even a few percentage points of portfolio weight, the implications are enormous.

The reason is straightforward. The world appears to be entering an era where inflation is structurally higher, equity markets are more volatile, geopolitical risks are increasing, and AI is creating unprecedented demand for physical infrastructure. In that environment, investors are searching for assets that generate predictable cash flows, possess inflation protection, and remain essential regardless of economic cycles.

That is exactly where infrastructure sits. KKR defines attractive infrastructure assets as essential services with regulated or contracted revenues and established market positions. Whether it is power grids, utilities, transportation networks, data centers, fiber networks, renewable energy assets, or digital infrastructure, these are assets society cannot function without. Unlike many growth investments that depend on consumer sentiment, infrastructure often generates revenue through long-term contracts, regulatory frameworks, or quasi-monopolistic positions.

What is particularly striking is how much of the AI investment theme is increasingly becoming an infrastructure story.

Many investors focus exclusively on Nvidia, model providers, and software companies. KKR’s presentation suggests that the real bottleneck may increasingly be physical infrastructure. The firm has committed approximately US$43 billion across digital infrastructure investments including data centers, fiber networks, and wireless platforms, alongside US$33 billion in power infrastructure. That allocation reflects a view that AI demand ultimately manifests as electricity consumption, transmission capacity, data center construction, cooling systems, networking equipment, and fiber connectivity.

In other words, every AI model eventually becomes a power and infrastructure problem. This helps explain why KKR has been aggressively building exposure through platforms such as CyrusOne, ST Telemedia Global Data Centres, Gulf Data Hub, GTR, and other global data center operators. If AI adoption continues to accelerate, demand for compute will rise, but so too will demand for the physical assets supporting that compute.

Another notable takeaway is that infrastructure is no longer a low-return asset class. KKR’s flagship infrastructure funds have generated gross IRRs ranging from approximately 12% to 19% across multiple vintages while maintaining relatively strong downside protection. Around 80% of investments are supported by regulation or long-term contracts, only three out of sixty realized investments were exited below cost, and average leverage remains around 45%, which is relatively conservative by private equity standards.

This combination of equity-like returns and bond-like cash flow characteristics is precisely why institutional demand continues to rise.

Maybe the most revealing slide is the growth of KKR’s infrastructure platform itself. Infrastructure AUM has expanded from roughly US$2 billion in 2011 to US$107 billion today. Asset managers do not scale products by more than fifty times unless they see persistent demand from pension funds, sovereign wealth funds, insurance companies, and endowments. The growth trajectory suggests infrastructure is becoming a strategic asset class. 🧵

[prugress @prugresscom]

@alfinrizalisme No wonder we're doomed. Penjumlahan yang anak SD kelas 3 aja bisa sambil tutup mata, ini Presiden loh! Ckckck

[prugress @prugresscom]

@BagusPerdana_ Berapa banyak pagar, tembok, atap koramil yang bisa dicat. Berapa hektar rumput yang harus dipotong dengan anggaran sebanyak itu?

[prugress @prugresscom]

@quimicaorgarsi Belum balik modal kak. Jadi ini masih sekedar mimpi kering.

[Cheytax Management LLC @Cheytax_1]

Setelah dihitung2 dan dipikir2...

Real bottom or ****. No in between.

Leaning toward the latter. Same setup, same situation. Nothing has really changed. BI rate? Was the issue ever about rates in the first place? No?

[prugress @prugresscom]

@punksite Intrusive thought nya udah kecatet. Bentar lagi dikabulin. Amin.

[prugress @prugresscom]

@sibambaang You made it kak. Congrats!

[prugress @prugresscom]

@KenalKripto Bisa depresi malah 😅

[prugress @prugresscom]

@TheKerupuk Style nya udah kebaca ya kak

[prugress @prugresscom]

@glrhn Kalo dia mah kayanya visceral fat nya aja yg bisa dipegang secara harfiah.

[prugress @prugresscom]

@bayu_joo DMC DeLorean sepertinya

[Danny🦗 @marvelle_danny]

AKHIRNYA!!
Gue berhasil beli di BOTTOM yang sempurna! Sementara orang-orang pada panik jual murah, gue malah gaspol masuk dengan tenang. Hasilnya? Portfolio gue hijau semua, cuan double digit di mana-mana!
BBCA +300 (+6.19%)
BBNI +260 (+8.64%)
BBRI +200 (+7.72%)
BBTN +125 (+11.90%) —> ini gila!
BMRI +380 (+10.24%)
BRIS +225 (+13.93%)
BUMI +16 (+12.31%)
Dan yang lain pada ikut naik tebal!
Gue bilang juga apa? Sabar itu mahal harganya, tapi return-nya jauh lebih mahal! Bukan FOMO, bukan ikut-ikutan, ini pure skill + timing jenius. Orang takut turun, gue malah senyum-senyum karena tahu ini kesempatan emas.
Sekarang? Market lagi bayar hutang ke gue. Semua yang kemarin ragu-ragu atau ketakutan, sekarang pasti ngiri liat portfolio gue merah jadi hijau tebal.
Ini baru bukti kalau disiplin dan mental baja selalu menang di pasar saham. Yang lain emosional, gue kalkulasi. Yang lain lari, gue masuk diam-diam.
All halts pass. All dips recover. Dan gue lagi-lagi di posisi yang paling untung!
Makasih @pinkbourbon8898 . Makasih analisisnya..

Siapa yang juga ikut cuan hari ini? Yang kemarin jual di bottom, cerita dong biar kita ketawa bareng 😂💰
#IHSG #SahamIndonesia #BankingStocks #BottomFishing #CuanBanyak #LongTermInvestor #MarketReward

Guru saham gw dah prediksi kemarin akan rebound
Ada bukti chat tgl 8 Juni
Hebat ...

[prugress @prugresscom]

@qrivasiii Ini kudanya makan rumput matcha tapi.

[prugress @prugresscom]

@profesor_saham DPR yang ga ada empati sama Rakyat. Mereka seperti terpisah sendiri menjadi lembaga yang unfortunately ga mewakili Rakyat.

DPR bubar aja. Kaga berguna coy