Majalah/Terbitan Berseri

INDUSTRI PASAR MODAL DI INDONESIA 2026

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Daftar Isi :
MASALAH DEVISA HASIL EKSPOR DAN UPAYA PEMERINTAH MENGATASINYA
................................................................................................................................... 1
Surplus Perdagangan Besar, Tapi Cadangan Devisa Tidak Ikut Melonjak ........... 1
Tren Surplus Perdagangan Yang Melonjakan Sangat Signifikan .......................... 1
Nilai ekspor Sumber daya alam Indonesia yang dikenai aturan DHE ................... 2
Cadangan Devisa Naik, Tapi Tidak Sebanding ....................................................... 3
Masalah Utama: Devisa Ekspor Tidak Sepenuhnya Masuk dan Mengendap di
Dalam Negeri ........................................................................................................ 4
Mengapa Eksportir Menyimpan Devisa di Luar Negeri? ........................................ 6
Bagaimana mekanisme eksportir memarkir dana di Singapura............................ 7
Dampak Makroekonomi: Surplus yang Tidak Sepenuhnya Memperkuat Rupiah 8
Respons Pemerintah: Kebijakan Retensi Devisa Hasil Ekspor (DHE) .................. 9
Kebijakan yang Dikeluarkan .................................................................................... 9
Tahap 1: PP No. 36 Tahun 2023 ............................................................................... 9
Tahap 2: Peraturan Pemerintah (PP) No. 8 Tahun 2025 ....................................... 10
Tahap 3. Revisi PP No. 36/2023 dan PP 8/2025 .................................................... 11
Berikut poin-poin penting aturan baru DHE SDA ................................................. 11
Rencana Surat Berharga Negara Valas Domestik ................................................ 12
Implementasi & Hambatan ..................................................................................... 12
Tantangan Operasional .......................................................................................... 12
Kepatuhan & Sistem Perbankan ............................................................................ 12
Dampak terhadap Arus Valas ................................................................................ 12
Prospek Keberhasilan ............................................................................................ 12
Risiko & Kekhawatiran ........................................................................................... 13
Kesimpulan ............................................................................................................. 13

 PROFIL INDUSTRI
REFORMASI PASAR MODAL INDONESIA ............................................................ 14
Latar Belakang ........................................................................................................ 14
Struktur Pasar Modal.............................................................................................. 16
Perkembangan Pemain Pasar Modal .................................................................... 17
Pertumbuhan Emiten Lambat ................................................................................ 17
IPO 2025 Mencapai Rp 18,11 Triliun ...................................................................... 18
Nilai IPO 2025 Naik 26,2% ...................................................................................... 20
Emiten Baru 2025 ................................................................................................... 21
Sebanyak 15 Emiten Terkena Suspensi 2025 ....................................................... 24
Emiten Yang Delisting tahun 2025 ........................................................................ 26

Indonesian Commercial Newsletter

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Nilai Kapitalisasi Meningkat .................................................................................. 30
Nilai Kapitalisasi BUMN ......................................................................................... 31
PT Bank Rakyat Indonesia (Persero) Tbk (BRI) .................................................... 32
PT Bank Mandiri Tbk .............................................................................................. 33
PT. Telekomunikasi Indonesia Tbk (Telkom) ........................................................ 33
IHSG Tertekan Akibatkan Trading Halt ................................................................. 35
Pertumbuhan rata-rata per tahun IHSG 8,5% ....................................................... 37
IHSG BEI masuk 10 besar ...................................................................................... 38
Posisi Indonesia Di Dunia ...................................................................................... 39
Emiten dan Margin Trading ................................................................................... 41
Nilai Transaksi Harian Rata-Rata Tumbuh 10,8% ................................................. 44
Investor Lokal Mendominasi.................................................................................. 46
Kebijakan Pemerintah ............................................................................................ 47
Kesimpulan dan Prospek ....................................................................................... 49

 PROFIL PERUSAHAAN
GRUP KONGLOMERAT KUASAI KAPITALISASI PASAR DI BEI ......................... 52
Latar Belakang ........................................................................................................ 52
BUMN Berkibar ....................................................................................................... 52
Peta Konglomerasi di BEI ...................................................................................... 54
Grup BUMN ............................................................................................................. 54
Grup Astra .............................................................................................................. 57
Grup Sinarmas ........................................................................................................ 58
Grup Salim .............................................................................................................. 60
Grup Djarum ........................................................................................................... 62
Grup Lippo .............................................................................................................. 63

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Ketersediaan

Informasi Detail

Judul Seri

Indonesian Commercial Newsletter - ICN

Penerbit

Jakarta : Data Consult., 2026

Deskripsi Fisik

Pdf

Bahasa

Indonesia

ISBN/ISSN

0853-2086

Klasifikasi

NONE

Edisi

No.94 Tahun 2025

Subjek

Capital markets
Indonesian Commercial Newsletter - ICN

Versi lain/terkait

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