00:30with a minimum of 7 BUMN emissions.
00:32Let's take a look at the complete information.
00:34Here it is.
00:38BPI Daya Anagata Nusantara
00:40or Danantara is officially formed.
00:42The presence of this new institution is expected
00:44to be an economic growth engine
00:46by optimizing the management of dividends
00:48and investment in state-owned enterprises.
00:50The birth of the Jumbo Investment Management Body
00:52was born through a revision of the law
00:54on the third amendment
00:56to the Law No. 19 of 2023
00:58on the State-Owned Enterprises.
01:00The community is eagerly waiting
01:02for the approval of the law
01:04on BPI Danantara
01:06so that there is no confusing information
01:08about the BUMN Superholding.
01:10Capital market observer
01:12and Head of Investor Relations
01:14at the Security Headquarters,
01:16Sulistina Primasuci stated
01:18that the presence of BPI Danantara
01:20can have a positive impact on the equity market.
01:22However, Indonesian market players
01:24have not yet caught the positive sentiment
01:26which was expressed in the MarketBuzz program
01:28on Thursday morning in Panduk Prisah Sombodatu.
01:32As an analyst,
01:34what is the impact of the presence of BPI Danantara
01:36on the equity market?
01:38Okay.
01:40Judging from the legislation,
01:42this will be a positive step
01:44if the implementation
01:46will be successful
01:48because it will evaluate
01:50the investment prospects
01:52from the BUMN
01:54as well as private companies
01:56related to supporting
01:58the better economic growth
02:00of Indonesia.
02:02As we all know,
02:04the target of President Prabowo
02:06is 8% economic growth.
02:08This is one of the steps taken by the government.
02:10However, market players
02:12have not yet caught the positive sentiment
02:14because they are still waiting
02:16for the implementation.
02:18So, the concern of BPI Danantara
02:20is how the implementation
02:22will be.
02:24If the implementation
02:26goes well,
02:28the management of the company is good,
02:30and there is also transparency,
02:32this will certainly be a very positive thing.
02:34But on the contrary,
02:36if the implementation
02:38does not have
02:40political intervention,
02:42and the management
02:44is too centralized,
02:46this will certainly have a negative impact
02:48because it will directly affect
02:50the blue chip sector,
02:52especially the banking sector.
02:54The market players are expected
02:56to evaluate the implementation
02:58whether it is well-managed,
03:00transparent, and not followed by political intervention.
03:02Danantara will manage
03:047 Jumbo BUMN,
03:06which is an open company,
03:08including PT Aneka Tambang TBK,
03:10PT Timah TBK,
03:12PT Bukit Asam TBK.
03:14Danantara will also manage
03:16assets of several BUMN
03:18such as PT Bank Rakyat Indonesia TBK,
03:20PT Bank Negara Indonesia TBK,
03:22PT Bank Mandiri TBK,
03:24and PT Telkom Indonesia TBK.
03:26The performance of the 7 Jumbo BUMN
03:28in the last month,
03:30almost all of them are still under pressure.
03:32The deepest weakness is led by
03:34Bank Mandiri which is in the range of 5,125
03:36after the long-term release in 2024
03:38which is slow.
03:40Various sources, IDX Channel.
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