MrMiss

Indonesia’s CPI comes in at 2.4%/yr in April. Indonesia’s money supply (M2) is growing at 9.74%/yr. That’s WITHIN Hanke's Golden Growth Rate of ~8.43-10.43%/yr, a rate consistent with Indonesia’s 1.5-3.5%/yr inflation target. THE INFLATION STORY = A MONEY SUPPLY STORY.

@f1speed_indo MULAI TIM KOCAK

Charles Leclerc masuk pit. Dia exit di P12. KENA UNDERCUT RUSSELL....

@f1fess leklek lando oscar

efwan! Langsung saja prediksi podium GP Miami nanti 👇 1. 2. 3.

@KobeissiLetter prepare for the party

BREAKING: Berkshire Hathaway announces its cash balance is now up to a record $397 billion. The company sold a net -$8.1 billion worth of stocks last quarter, marking its 14th-consecutive net quarterly sale.

@F1 @Gatorade lho heee mana merc?

NORRIS DOMINATES TO WIN THE #F1SPRINT IN MIAMI 👏🥇 The reigning World Champion leads home a McLaren 1-2 🙌 #F1 #MiamiGP @Gatorade

@JesseCohenInv road to blow off pattern

What do you call this chart pattern?

@loongkingdom kang geprek ritel 😭

The most expensive private residence in China. Owned by an Indonesian tycoon.

@Hedgeye sampe kapan min 😌

The Bank of Central Asia has plunged -30.5% in the last year

Bismillahirrahmanirrahim. Hari ini, izinkan saya Ririe, mewakili Ibam dan anak-anak kami, menyampaikan Surat Terbuka kepada Pemimpin tertinggi negeri, Presiden Republik Indonesia, Bapak Prabowo Subianto. Dengan segala kerendahan hati, kami memohon perlindungan hukum dari ketidakadilan yang kami hadapi. Agar kebenaran tidak dikalahkan oleh hal-hal di luar fakta persidangan. Agar keadilan benar-benar ditegakkan sebagaimana mestinya. Kami percaya, negara tidak boleh membiarkan warganya merasa sendirian dalam menghadapi ketidakadilan. Semoga surat ini sampai dan diterima dengan baik oleh Bapak Presiden. Demi keadilan berdiri setegak-tegaknya di negeri ini. Demi hilangnya rasa takut dari mereka-mereka yang dengan jujur dan tulus hendak membantu negara dengan keahlian mereka. Terima kasih, Bapak Presiden @prabowo 🙏🏻

@dukeofsemarang tidak semua kasir tahu ini 😭

Di suatu coffee shop di Semarang 👱‍♀️: Mau melakukan payment menggunakan apa, Kak? 🧑: BCA ya Kak (ngeluarin kartu). 👱‍♀️: Permisi Kak (minta kartu gue). 🧑: Tap to pay aja, Kak. 🧑: Maaf Kak, belum bisa. 🧑: Bisa, Kak. Coba dulu ya. 👱‍♀️: (nyodorin EDC) 🧑: (tap ke EDC sampai bunyi) 👱‍♀️: Eh, iya bisa, Kak.

@RusEmbJakarta wkwkwkw kasih paham 😂🤣

Singapore would never let this happen 😅

@beautiaf jadi solar, shampo, sabun, skin care, obat, plastik dan masih banyak lagi kak. bandingin sama minyak kanola, sunflower dan lainnya pasti lebih kaget lagi 😅 I have big bet on sawit 😂

lahan sawit ada 16juta hektar, HARGA MINYAK GORENG HAMPIR 50RIBU. gue heran itu sawit hasilnya pd kemana? ditelen bumi kh?😔

They're right for Japan, Korea, and Singapore. Those guys source 75% of refined products from the Persian Gulf. Hormuz closes, they bleed. But Indonesia is a different story entirely. Yes, Indonesia imports refined products. Pertamina's refining capacity doesn't fully cover domestic demand, so Pertalite and Solar get bridged through imports. The Hormuz shock hits that. Real exposure. What makes Indonesia different is this. Indonesia's actual risk from this isn't supply. It's fiscal. If oil prices spike because Hormuz stays closed, the government's subsidy bill for Pertalite and Solar expands. Wider deficit, rupiah pressure. That's the bear case for Indonesia, and even that's manageable. The bull case is what nobody is talking about. Indonesia runs B40 right now. 40% of every liter of diesel consumed domestically is palm oil biodiesel, not petroleum. When oil spikes, the incentive to push toward B50 or B55 gets stronger overnight. Import volume drops. Indonesia self-hedges using its own CPO supply. No other country in Asia has this. Not Korea, not Japan, not Singapore. Then there's coal. When Hormuz disrupts LNG and oil flows into Asia, the fastest lever available to power generators in Japan, Korea, and India is gas to coal switching. Indonesia is the world's largest seaborne thermal coal exporter. ADARO, ITMG, PTBA, BUMI don't suffer from this scenario. Export volumes go up. Realized prices go up. Royalty revenue to the government goes up. Same logic on LNG. Indonesia exports from Bontang and Tangguh. When Middle Eastern supply gets disrupted, the spot premium on non Gulf LNG widens. Indonesian cargoes price up. Same logic on CPO. High oil equals strong biodiesel demand globally equals strong CPO prices. Indonesia and Malaysia control 85% of global supply. You see, Indonesia pays more for refined product imports. Fiscal subsidy pressure rises. Rupiah is a watch item. Those are real negatives. But Indonesia earns more on coal exports, earns more on LNG spot, earns more on CPO, and reduces net petroleum import volume through accelerated biodiesel blending. The terms of trade move in Indonesia's favor, not against it. The conventional take is "Indonesia is a net oil importer so oil shock is bad." The correct take is Indonesia is a net energy exporter in the commodities that directly substitute for disrupted Persian Gulf supply. A sustained Hormuz closure improves Indonesia's aggregate energy trade position, not deteriorates it. Happy Sunday and Happy Easter.

@nabiylarisfa sebenarnya udah siap pelan pelan dari lama kak. tapi ada satu anomali yang tiap tahun hobinya bakar kilang minyak juga 😂

Negara lain udah siap-siap krisis minyak dari kapan hari, Indonesia masih tenang-tenang aja. Ini emang negara magic atau gimana sih…

@insidefolkative tolong polisi tidur bikinan warga yang tingginya ga ngotak diperlakukan sama plis @DKIJakarta

Zebra Cross buatan warga di Pancoran akan dibongkar Pemprov DKI.

👀

@f1speed_indo gacor banget kimi yak hoki pula dapet safety car

🚨 TERKINI - KIMI ANTONELLI MENANG BALAPAN GP JEPANG! AUUU AUUUU AUUUUUUWWWW 🐺🐺

dibanding toktok, twitter ni lebih layak disebut kandang monyet ladang cuan akun cenblue 😂

@F1 @pirellisport "onboard" tapi diakhir jadi track camera 😅😂

Kimi Antonelli secures the @pirellisport Pole Position Lap in Japan! 😮‍💨 Let's ride onboard with the Mercedes driver for his lap of the iconic Suzuka 🤩👇 #F1 #JapaneseGP