Govt. Delayed Full Implementation of Danantara Export Centralization to 01 Jan-27

Govt. Delayed Full Implementation of Danantara Export Centralization to 01 Jan-27

The govt. postponed full implementation of strategic commodity export centralization through Danantara Sumberdaya Indonesia (DSI) from 01 Sep-26 to 01 Jan-27. During the transition period, companies will still be allowed to export through their existing trading partners while the govt. conducts parallel evaluations over the next several months. The delay reflects recognition of the complexity involved in transferring control of exports for commodities such as coal, CPO, nickel, and copper, given their integration with global supply chains, smelters, financiers, international traders, and EV industries. Market observers noted that successful implementation will require robust governance, transparent pricing mechanisms, logistics readiness, digital monitoring systems, and strong stakeholder consultation to avoid disruptions, higher transaction costs, and negative investor perceptions. (Kabar Bursa)

Indonesia Prepared IDR 7.85 tn Economic Stimulus Package for 2H26

The govt. prepared additional economic stimulus package worth around IDR 7.85 tn for 2H26, including school holiday and year-end holiday periods. The package includes continuation of VAT-borne-by-govt. (PPN DTP) incentives for domestic flight tickets, transportation fare discounts, national internship programs, vocational programs, and tax incentives for writers. Domestic flight VAT incentives are allocated IDR 472.2 bn targeting 2.3 mn passengers, while land and sea transportation discounts during school holidays and year-end holidays are allocated IDR 351.4 bn combined. The govt. also reopened the fourth batch of national internship program targeting 150,000 participants with budget allocation of IDR 4.14 tn, alongside vocational programs worth IDR 2.12 tn targeting vocational school graduates and laid-off workers. In addition, writers will receive final income tax incentive with reduced rate of 1.5%. (Bloomberg Technoz)

GoTo Gojek Tokopedia (GOTO) Rebalancing Frozen by MSCI

GOTO will be subject to a freeze on all MSCI rebalancing actions after the stock has traded at the minimum allowable price of IDR 50/sh since 13 May-26. The freeze covers changes in Number of Shares (NOS), Foreign Inclusion Factor (FIF), Domestic Inclusion Factor (DIF), constraint factors, as well as potential additions or deletions from MSCI indexes as part of the May-26 Index Review. The decision applies across MSCI Global Investable Market Indexes and non-market capitalization weighted indexes. MSCI also stated it will reassess GOTO’s liquidity during the Aug-26 Index Review and may remove the stock from relevant MSCI indexes should it fail to meet required liquidity thresholds. The next MSCI review is scheduled for 12 Aug-26, with implementation effective on 01 Sep-26. (Bloomberg Technoz)

Abadi Nusantara Hijau Investama (PACK) Provided IDR 1.34 tn Loans to Subsidiaries for Nickel Mine Acquisitions

PACK provided shareholder loans totaling IDR 1.34 tn to its subsidiaries PT Adhi Prakarsa Raya (APR) and PT Sumber Cahaya Raya (SCR) on 22 May-26 to finance acquisition of nickel mining companies in North Konawe. The loans comprised IDR 749.59 bn to APR and IDR 591.78 bn to SCR. Both facilities are non-interest bearing, unsecured, and carry tenor of two years with extension option. The funds will be used to acquire shares in PT Konutara Sejati and PT Karyatama Konawe Utara. Management stated the affiliated transaction structure was considered more efficient due to alignment of business objectives and operational efficiency. (Emitennews)