SharpFokus Brief – Monday, April 14, 2025
Indonesia’s Inflation Rebounds—And That’s Probably a Good Thing
In most headlines, low inflation sounds positive—but there’s a point where it signals weakness, not strength.
Indonesia’s inflation fell to 0% in February, dropping below even the 2020 lows.
That wasn’t stability—it was a sign of economic slowdown and cashflow pressure across many sectors.
In March, inflation rebounded slightly to 1%.
Still low, but likely marking a turning point—a sign that demand is picking up and cashflow may begin to recover.
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SharpFokus Cashflow View
Cashflow returns for major toll road operators—CMNP and JSMR—remain negative, though slightly improved.
Market valuations for both remain low, likely reflecting the weak cashflow performance of recent quarters.
⸻
Want to know which companies are already showing a cashflow turnaround?
SharpFokus Subscription gives you daily company reports (6 per week) covering over 90% of Indonesia’s market cap.
All focused on cashflow, not noise.
IDR 1,000,000 per quarter.
Subscribe here
Indonesia’s Inflation Rebounds—And That’s Probably a Good Thing
In most headlines, low inflation sounds positive—but there’s a point where it signals weakness, not strength.
Indonesia’s inflation fell to 0% in February, dropping below even the 2020 lows.
That wasn’t stability—it was a sign of economic slowdown and cashflow pressure across many sectors.
In March, inflation rebounded slightly to 1%.
Still low, but likely marking a turning point—a sign that demand is picking up and cashflow may begin to recover.
⸻
SharpFokus Cashflow View
Cashflow returns for major toll road operators—CMNP and JSMR—remain negative, though slightly improved.
Market valuations for both remain low, likely reflecting the weak cashflow performance of recent quarters.
⸻
Want to know which companies are already showing a cashflow turnaround?
SharpFokus Subscription gives you daily company reports (6 per week) covering over 90% of Indonesia’s market cap.
All focused on cashflow, not noise.
IDR 1,000,000 per quarter.
Subscribe here