Yuanta Indonesia Morning Journal - 27 Nov 2025
INDUSTRY
• Restructuring of SOE construction delayed to FY26
• Government to provide incentives in 4Q25
• Illegal cigarette surge continues to weigh on HMSP and GGRM through 2025
CORPORATE
• TINS to request capital injection from Danantara
• RATU to prepare acquiring new oil and gas block
• YUPI sets IDR300bn interim dividend for FY25
• Rumors of ANZ selling PNBN boost Panin Group's share prices
• BABP and NOBU asked to increase capital
