Indonesia Govt. and DPR Agreed on 2027 Macroeconomic Assumptions

Indonesia Govt. and DPR Agreed on 2027 Macroeconomic Assumptions

The govt. and DPR agreed on the 2027 macroeconomic assumptions, including 6.0% economic growth, 2.5% inflation, IDR 17,500/USD exchange rate, and 6.9% 10-year SBN yield. The 2027 targets also include a 6.0–6.5% poverty rate, 4.30–4.87% open unemployment rate, 0.360–0.365 Gini ratio, and 2.57–3.49 mn new jobs. (Bloomberg Technoz)

Badan Pusat Statistik (BPS) Highlighted El Nino Risks to Food Commodity Prices Through Early 2027

BPS highlighted potential impacts from El Nino, which BMKG expects could persist through early 2027, on prices of several food commodities, particularly crops and horticultural products sensitive to water availability and planting patterns. BPS noted that food price movements are also influenced by production, supply-demand balance, distribution, market availability, and consumption patterns. (Bloomberg Technoz)

Erajaya Swasembada (ERAA) Recorded Improving Store Sales Performance in Jul-26

ERAA’s same-store sales growth (SSSG) improved to -8.6% YoY in Jul-26 from -11.6% in Jun-26, bringing cumulative 7M26 SSSG to 2.2%. Despite a 7% YoY decline in global smartphone market shipments in 2Q26 due to memory chip shortages, ERAA’s phone unit sales increased 6% YoY to 5.35 mn units in 1H26, while average selling price (ASP) rose 10%. Outside the handset segment, Erablue recorded 15.9% SSSG and 89% YoY revenue growth in 7M26. ERAA’s 1H26 revenue grew 22.4% YoY, while net profit increased 44% YoY to IDR 872 bn. (Kontan)

Ekamas Mora Republik (MORA) Secured IDR 4 tn Additional Credit Facility from BCA (BBCA)

MORA and BBCA signed an agreement on 31 Aug-26 for an additional investment credit facility of up to IDR 4 tn, with a maximum tenor of 7 years including a 1-year grace period. The facility will be used as capex to expand homepass infrastructure, including CPE and supporting facilities, while excluding FWA homepass development. The facility is secured by fiduciary guarantees over financed homepass assets and pledges over certain MORA accounts at BCA, with collateral value of at least 125% of the principal facility. (IDNFinancials)