Yuanta Indonesia Morning Journal - 02 Sep 2025

INDUSTRY
• The government to phase out 4W import incentives in FY2026

CORPORATE
• PGAS 1H25 result – inline
• PTPP to diversify into mining segment
• ENRG to post higher bottom line by 6% YoY in 1H25
• Deflation and political uncertainty weigh on Indofood stocks
• CPIN expands poultry segment with breeding facility acquisition
• BJTM to issue IDR2tn bonds