OPEC+ Approves August Output Increase

OPEC+ approved another 188,000 bpd production increase for Aug-26, following similar hikes in June and July. The decision comes as Strait of Hormuz oil exports gradually recover, easing supply concerns. Although actual production remains below pre-war levels, Brent crude has retreated to around USD 72/bbl amid recovering exports, weaker Chinese demand, higher non-Middle East supply, and strategic stock releases. Markets will monitor Hormuz export normalization and Chinese demand. If sustained, OPEC+ could fully unwind its 2023 production cuts with one more similar increase in September. (CNBC)

Sinar Eka Selaras (ERAL) Divested Loops and Lamina Brands to Teletama Artha Mandiri

ERAL divested its Loops and Lamina business units, including all trademark rights, to Teletama Artha Mandiri for IDR 50.5 bn as part of its portfolio optimization strategy. Management expects the transaction to maximize the brands' growth potential through Teletama Artha Mandiri's broader distribution, logistics, and infrastructure network, while strengthening their competitiveness in the electronics and accessories market. The transaction was classified as an affiliated transaction as both entities are under the control of ERAA. (IDXChannel)

Alamtri Minerals Indonesia (ADMR) Provided USD 300 mn Loan Facility to Kalimantan Aluminium Industry (KAI)

ADMR provided a revolving loan facility of up to USD 300 mn to KAI to support the development of its aluminum smelter project. The facility, signed on 30 Jun-26, has a tenor until 30 Nov-31 and can be drawn in either USD or IDR, with interest rates linked to Term SOFR and IndONIA, respectively, plus certain margins. Management stated that the proceeds will be utilized for capex, refinancing, and other project-related requirements. (IDXChannel)

Semen Indonesia (SMGR) Supplied Construction Materials for Sekolah Rakyat Projects

SMGR, through subsidiary Varia Usaha Beton (VUB), supplied construction materials for Sekolah Rakyat projects across Central Java, East Java, South Sulawesi, and North Maluku. Since Dec-25, VUB has delivered more than 28,582 m³ of ready-mix concrete, 52,170 meters of spun piles, 27,195 m² of paving blocks, 1,544 u-ditch units, 2,502 u-ditch covers, 2,766 panel fences, and 524 concrete columns to support the development of schools, dormitories, and supporting infrastructure. Management stated that material deliveries will continue until the completion of all Sekolah Rakyat projects. (Emitennews)

Fixed Income Daily Notes 6 Jul 2026

Fixed Income Daily Notes 6 Jul 2026

Fixed Income

06 July 2026 - 08.06am

Fixed Income Daily Notes 6 Jul 2026

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