INCO

Asymmetric Dominance: The Structural Reshaping of the Global Nickel Supply Chain by Indonesia

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11 Min Read

Executive Strategic Synthesis The global nickel market is currently witnessing a structural dislocation of historical magnitude, a shift driven almost entirely by a singular, state-led industrial strategy in Indonesia. The…

Strategic Research: JCI Outlook, Global Macro Dynamics, and Deep Sectoral Analysis (Nov 24-28, 2025)

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12 Min Read

The final trading week of November 2025, spanning from the 24th to the 28th, marks a critical transition period for global financial markets and the Indonesian domestic landscape. The current…

Weekly Market Recap: The Resilience Paradox and the Danantara Pivot (November 17-21, 2025)

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20 Min Read

The trading week of November 17-21, 2025, manifested as a period of sophisticated decoupling for the Indonesia Stock Exchange (IDX), characterized by a distinct divergence between domestic structural resilience and…

IHSG Weekly Market Recap (November 10-14, 2025): Index Hits New Peak Before Succumbing to Global Headwinds

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9 Min Read

The Jakarta Composite Index (IHSG) experienced a week of significant volatility, characterized by a record-setting surge that ultimately failed to hold, leading to a consolidation phase dictated by external pressures.…

aluna Prime

ANTM INCO MBMA NCKL

aluna Prime Indonesia’s Nickel Sector: Navigating a Policy-Driven Shift from Surplus to Value Addition

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8 Min Read

Recent Indonesian government directives signal a significant, state-mandated evolution in the domestic nickel industry, aiming to cure the persistent global supply glut while simultaneously forcing a structural pivot from intermediate…

Research

ANTM ASII INCO MBMA MDKA NCKL NRCA PGAS SSIA VKTR Energy

Indonesia’s EV Ecosystem: Mapping the Integrated Value Chain

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8 Min Read

Indonesia’s electric vehicle strategy is anchored by Presidential Regulation (Perpres) 55/2019, which established the foundational framework for accelerating the domestic Battery Electric Vehicle (BEV) program. This regulation initiated a suite…

aluna Prime

AALI ADHI ADRO ANTM APLN BBTN BRPT BUDI CMRY CPIN CPRO DSFI FPNI HEAL INAF INCO INDF INDY INKP INTP IRRA JPFA JSMR KAEF LPKR MDKA MIKA PALM PEHA PGAS PMMP PTPP SMGR SSIA TBLA TINS TLKM TPIA ULTJ UNVR WIKA WSKT WTON

aluna Prime Indonesia National Strategic Projects (PSN) 2025: Policy Pivot, Industrial Deepening, and Fiscal Reorientation

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24 Min Read

The announcement of the updated National Strategic Projects (Proyek Strategis Nasional – PSN) list in February 2025 marks a definitive structural break in Indonesia’s development trajectory, signaling the transition from…