Thecuy.com – President Prabowo Subianto’s address on 14 August 2026 outlined seven pivotal points that directly intersect with Indonesia’s equity arena. The observations shed light on governmental strategies and potential investment openings across key domains, ranging from extractive industries, palm oil, financial institutions, to electric mobility solutions.
Reducing illegal tin mining and its impact on TINS
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The B50 biodiesel program and palm oil price monitoring
Prabowo brought attention to two crucial palm oil sector matters: alleged export price tampering of CPO via under‑invoicing tactics and the launch of the B50 biodiesel initiative commencing July 2026. Although B50 could conserve up to Rp170 trillion in foreign exchange, the higher manufacturing cost of FAME versus imported diesel creates an amplified subsidy load. To address these concerns, the government instituted the Directorate of Information Systems (DSI) to surveil exports of strategic commodities and close the under‑invoicing gap, though its efficacy still warrants ongoing assessment.
Progress of the Directorate of Information Systems (DSI) and its influence on banking
Within just two months, the DSI has overseen export earnings topping US$14 billion derived from three strategic commodities: CPO, coal, and iron & steel. This influx has augmented liquidity within the domestic fiscal system and presented favorable prospects for state‑owned lenders such as BBRI, BMRI, BBNI and BBTN. Nonetheless, intensified oversight could modify profit margins and cash streams for commodity issuers in the near term, compelling them to adapt to a more transparent operating environment.
Reactivation of 104 Garuda Indonesia aircraft
Prabowo disclosed the reactivation of 104 Garuda Indonesia planes previously grounded. The fleet augmentation expands passenger and cargo carrying capabilities, creating avenues for revenue resurgence. Success, however, hinges on operational efficacy, positive cash‑flow generation, and mitigation of risks like exchange‑rate volatility and jet‑fuel price fluctuations. Garuda Indonesia (GIAA) is linked with Garuda Maintenance Facility (GMFI), which is undergoing fiscal restructuring to erase pandemic‑induced deficits.
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The target of Rp200 trillion in dividends from state-owned enterprises in 2026
The government set a dividend objective for state‑owned enterprises amounting to Rp200 trillion for 2026, a quadrupling from 2024 without incorporating State Capital Injections (PMN). This benchmark drives SOEs to elevate performance and retain a robust payout ratio. Investor‑friendly equities comprise state‑owned banks (BBRI, BMRI, BBNI) and commodity houses with dependable dividend outlooks such as ANTM, INCO, TINS, PTBA and PGAS, alongside the telecom segment exemplified by TLKM.
Developments in bullion banking and the national gold ecosystem
Starting February 2025, gold‑banking entities operated by Pegadaian and Bank Syariah Indonesia have managed roughly 153 tonnes of gold valued at Rp360 trillion. This bullion‑banking framework deepens Indonesia’s gold market, covering extraction, trade, storage, and financing. Gold producers like ANTM, BRMS and HRTA serve as principal suppliers within this ecosystem, supported by enduring contracts that ensure supply and pricing steadiness.
Boosting electric vehicle incentives to accelerate the adoption of electric motorcycles
Prabowo also reiterated the administration’s dedication to fast‑track the electric‑vehicle ecosystem, especially two‑wheelers, by offering a Rp5 million subsidy per unit for 500,000 pure electric motorcycles and fiscal incentives for all‑electric automobiles. An exchange‑scheme and more accessible financing are projected to spur uptake of domestic electric mobility solutions. Companies with exposure to electric vehicles such as SLIS, VKTR, TOBA, INDY and NFCX could experience positive market sentiment as a result, though tangible impact will depend on implementation quality and EV‑sector revenue contributions.
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These insights map the governmental policy trajectory closely tied to assorted strategic stock arenas in Indonesia. Market participants should remain mindful of execution challenges and latent risks, opting for equities anchored in solid fundamentals and compelling dividend potential to navigate the 2026 market landscape.
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