Indonesian Government Allocated IDR 911.16 bn for Eid Transport Fare Discounts

MACROECONOMY 
Indonesian Government Allocated IDR 911.16 bn for Eid Transport Fare Discounts 
The Indonesian government announced an economic stimulus program ahead of the Eid al‑Fitr 2026 holiday that includes transport fare discounts totaling IDR 911.16 bn, funded from both the state budget (APBN) and non‑APBN sources. The policy covers multiple transport modes: 30 % discount on train tickets by PT Kereta Api Indonesia for travel from 14-29-Mar with about 1.2 mn passengers targeted; 30 % discount on sea travel by PT Pelni between 11-Mar - 5-Apr; 100 % waiver of port service fees on ASDP ferry crossings from 12–31-Mar; and 17–18 % discounts on economy‑class domestic flight tickets, aimed at boosting mobility and supporting economic activity during the Lebaran period. (Bloombergtechnoz) 

Indonesia’s Retail Sales Grew 3.5% YoY in Dec-25 
Indonesia’s retail sales grew 3.5% YoY in Dec-25, slowing from 6.3% in the previous month and marking the eighth consecutive monthly increase, driven by government measures to stimulate domestic demand. However, this was the softest annual increase since August, with slower growth in food, beverages, tobacco (5.9% vs 8.5% in Nov), automotive parts (14.8% vs 17.7%), and cultural goods (5.2% vs 8.1%). Fuel sales dropped 7.1%, reversing a prior increase. Sales of household appliances, communication equipment, and clothing declined at a faster pace. On a monthly basis, retail sales rose 3.1%, the strongest increase in nine months, indicating resilient household consumption. (Trading Economics) 

INDUSTRY 
Danantara Indonesia via Pandu Sjahrir to Target Stocks with Strong Fundamentals, Not Just SOEs 
Chief Investment Officer Pandu Sjahrir of Badan Pengelola Investasi Daya Anagata Nusantara (Danantara) said the sovereign investment firm will selectively invest in stocks on the Bursa Efek Indonesia based on quality fundamentals, liquidity, and attractive valuation; rather than focusing solely on state‑owned enterprises (SOEs). Danantara is prioritizing companies with solid business performance, strong cash flow, and adequate market liquidity, signaling a strategy to deepen its role as an active market participant and support broader market development amid current volatility.(Bisnis.com)

COMPANY
INDONESIA MSCI FEB-26 INDEX REVIEW 
Announcement date 10-Feb-26, All changes will be made as of the close of 27-Feb-26, Effective date 02-Mar-26 MSCI Global Standard Indexes List Inclusion : - Exclusion : INDF MSCI Small Cap Indexes List Inclusion : INDF Exclusion : ACES, CLEO MSCI Micro Cap Indexes List Inclusion : - Exclusion : - NEXT MSCI May-26 Index Review Announcement date: 12-May-26, Effective date: 01-Jun-26 (MSCI)