Gabrin

@ArmaZulfikar @txtdaritaxpayer maaf tapi BJ Habibie memang ada krisis ASEAN dan tekanan struktural yg ketumpuk selama bertahun-tahun kalau skrg itu memang ada krisis apa ya kok seakan2 nyamain kaya zaman BJ Habibie?

@txtdaritaxpayer Bj Habibie mengeluarkan BI rate 70%.. malah disebut pahlawan 🤣🤣🤣

>BUMN buyback >BI naikin rate tiba2. Someone must be so mad today

@Gerindra Wes mbok pastike tenan?

@thisistama20 blm dijawab @thisistama20

@thisistama20 sederhananya gini 1. pemerintah jalanin program besar, butuh APBN gede, defisit melebar 2. pemerintah nerbitin obligasi makin gede 3. investor2 ga beli obligasi dan ngejualin obligasi indonesia 4. BI terpaksa nalangin kalo BI ga cetak duit, duit APBN defisit melebar itu drmn?

kalau ada isu ekonomi, selalu mengarah kepada pak purbaya. ini adalah kesalahan orang indonesia kalo liat ekonomi selalu mecampuradukkan kebijakan fiskal & moneter. -[a threads]-

@yappingfess Kamu hidup dengan badan sehat bisa berjalan melihat mencium, menggenggam dan berbicara dengan fasih itu adalah sebuah privilege, basically all of the thing that we can do but others can't will be a privilege, even breathing normally can be a privilege

@sahamcoyyy881 @rickyho_1989 @primagnesius gazilion dollar

@rickyho_1989 @primagnesius Maybe he manage bulliouunnn dollar, if he made all his decision based on that thennn what we can do 🫣

IHSG tidak pernah membuat lebih dari 6 red monthly candles berturut-turut dalam 25 tahun terakhir. bottom is officially in. 8,400 is inevitable.

@tjournyy @LambeSahamjja nigeria, soalnya mereka makan indomie buatan indonesia sbg makanan pokok mrk wkwkwk

@LambeSahamjja tolong sebutkan negara mana yang cemburu? sungguh penasaran 🙃🤡

Notulen Yapping purbaya hari ini di DPR - Ekonomi global tidak pasti tapi Indonesia tetap di atas rata-rata G20 (alhamdulillah) - Ekonomo kita kuat banyak negara lain cemburu - Sektor keuangan ibarat jaringan saraf mesin pertumbuhan (puitis) - RUU ini 17 topik sekaligus: dari aset kripto sampai pinjol sampai asuransi (belanja regulasi) - Ada 2 putusan MK yang harus ditindaklanjuti, makanya RUU ini ada (PR lama) - Satgas pinjol dan j*di online masuk UU sekarang (akhirnya) - Aset kripto masuk regulasi resmi (welcome to the system) - UMKM dapat penanganan piutang macet (kabar baik) - Pusat Finansial Internasional Indonesia masuk (mimpi jadi Singapura) - Pidato panjang minta disetujui, eh ternyata udah diketok duluan (awkward) -"Ini sudah disetujui ya Pak" - "Ya terima kasih Pak" (drama 2 detik) - Tepuk tangan, selesai

@sociotalker @Singgih90580971 profit? goto boncos terus perasaan baru quarter ini untung itupun kg seberapa

@Singgih90580971 nadiem lah yg hrs berhenti romantisasi jasa dia membantu ngasi pekerjaan ke orang2 sementara korporasi yg dia bangun bisa meraup investasi dan ptofit gede2an

menurut gw gak relevan bahkan fatal sih dlm pledoi dia mention jasa dia mengangkat harkat para ojol driver lewat gojek. ojol driver itu masuk kategori precarious work yg dieksploitasi korporasi spt gojek. dan nadiem bangga terapin model gojek waktu jadi menteri pendidikan.

@woodroker @LambeSahamjja yoi rata2 org indo gapaham dan malah ngomong "asing nyangkut MSCI nyangkut kaya ARTO" kocak emg org indo

@LambeSahamjja Asing? asing apaan…. Kalo itu duit duit mereka sendiri yg disimpen dilariin ke cayman? coba buka lagi soal data 1% kepemilikan dulu pernah ada yg bikin pdfnya itu jelas bgt emiten mana yg ada kaitannha dengan beberapa tax haven.

ini yang lebih parah daripada $TPIA saham $DSSA milih sinarmas 1 triliun duit asing sisa 230 milaar doang salam waktu 6 bulan doang ada MSCI dan FTSE didalaam

@NarasiVisual @Dospemz @TheEconomist @Dospemz jwb, phm ga maksud dia?

@Dospemz @TheEconomist Tapi kalau dipikir2 aneh juga ya, sekarang malah China yg (terkesan) pro Neo-liberal sedangkan AS jadi (terkesan) isolationist 😅

Hey @TheEconomist you’ve posted the same thing four times now. We get it. The real question is, why are you pushing it this hard?

@rickyho_1989 haha BREN yak yg wacc 6.4%

🌪️🌪️🌪️🌪️

@rickyho_1989 this level of PE should only be reserved for companies that shape the future of humanity, hv proven milestones n ofc proper liquidity, such as SpaceX even mag7 n other most important companies in the world like PLTR and ASML are priced below this idk

The recent IPO of BSA Logistics Indonesia ($WBSA) says more about market structure than about the company itself. The stock moved from Rp168 to Rp1,330. Nearly 8x. Then it was halted. That is not price discovery. That is engineering. We have seen this before. The pattern looks uncomfortably similar to $RLCO. Tight float, concentrated ownership, aggressive tape action, then vertical price moves detached from fundamentals. The numbers do not justify it. 1) PE at ~355x 2) Thin operating margins 3) No structural edge Yet the stock trades like a scarce asset in a liquidity vacuum. The explanation is not complicated. Reported free float at ~20.75% does not mean real float. Nominee structures, coordinated flows, and recycled liquidity can easily distort what appears “available” on paper. Regulation focuses on optics. The market adapts around it. Underwriters, including Semesta Indovest Sekuritas, OCBC Sekuritas Indonesia, and Indo Capital Sekuritas, bring the deal. The tape takes over after. Meanwhile, the VC/ early investors frame it as a success. On paper, they are right. In reality, it is mark-to-model gains sitting on illiquid ground. This is the core issue. The problem is not one IPO. It is repetition. When the same setup keeps working, it becomes the system. And when price formation is driven by structure rather than fundamentals, capital allocation breaks down. Public markets stop being a mechanism for funding growth and become a venue for extraction. This is where the reform narrative falls apart. New rules on free float do not fix behaviour. They shift it. Market participants adjust faster than regulators. Loopholes get exploited. Enforcement lags. The result is predictable. 1) Inflated valuations with weak fundamentals 2) Retail participation drawn into distorted signals 3) Institutional capital stepping back due to trust erosion That has consequences beyond a single stock. It feeds directly into how global investors assess the market. Credibility matters. If price discovery is perceived as unreliable, risk premium rises. Capital leaves. Index weight declines. In that context, the risk of MSCI reassessing Indonesia’s status is not theoretical. It becomes a function of market integrity. A downgrade to Frontier is not extreme. It is highly logical under this setup. Bluntly, this is not a reform success story. It is a market that still allows structure to dominate substance.

NASA Artemis passing close to the Moon

yap! kapitalis diatas semuanya.

The most entertaining two minutes I've watched today.

18 years later and this is still the hardest banger on the internet