US CPI Inflation Accelerated to 3.7% YoY in Sep-26
US CPI inflation accelerated to 3.7% YoY in Sep-26 from 3.4% in the previous two months, exceeding market expectations of 3.6%, driven by higher energy prices. Gasoline prices rose 34.2% YoY and fuel oil increased 74.2%, while shelter inflation accelerated to 3.2% and food inflation eased to 2.5%. Monthly CPI increased 0.6%, the largest gain in five months, with gasoline accounting for more than half of the increase. Core CPI inflation accelerated to 2.6% YoY from 2.4%, above the 2.5% forecast, while monthly core CPI remained at 0.3%, exceeding expectations of 0.2%. (Trading Economics)

BPK Flagged Risks of Inaccurate Social Assistance Distribution Due to Incomplete DTSEN Implementation
Indonesia’s Audit Board (BPK) found that the National Single Social and Economic Data (DTSEN) had not been fully used as the primary data source for govt. spending in 2025, raising the risk of mistargeted social assistance, empowerment, and welfare programs. BPK recommended that the Ministry of Finance and the Coordinating Ministry for Community Empowerment align regulations to ensure DTSEN serves as the main data source for planning, implementation, and evaluation of social policies across ministries, agencies, and state-owned enterprises. DTSEN integrates three existing databases into a single system based on national identity numbers (NIK), covering 15 ministries and agencies. (Bloomberg Technoz)

Indo Tambangraya Megah (ITMG) Spent IDR 7.5 bn on Coal Exploration in 3Q26
ITMG reported 3Q26 coal exploration expenditure totaling IDR 7.50 bn across its subsidiaries. Trubaindo Coal Mining spent IDR 2.45 bn on drilling in East Kalimantan, while Bharinto Ekatama spent IDR 3.27 bn on drilling across three blocks covering 17,311 ha in East and Central Kalimantan. Nusa Persada Resources spent IDR 1.78 bn on exploration in Central Kalimantan, conducting 4,503.23 meters of drilling and collecting 736 coal samples. (Emitennews)

Hartadinata Abadi (HRTA) Planned IDR 939.5 bn Private Placement, with Potential 9.1% Dilution
HRTA planned a private placement of up to 460.53 mn new shares, equivalent to 10% of its paid-up capital, potentially raising IDR 939.47 bn based on an assumed price of IDR 2,040/sh. The proceeds will be fully allocated to working capital for purchasing gold granules and bars from unaffiliated parties. The transaction could dilute existing shareholders by up to 9.09%, with controlling shareholder PT Terang Anugrah Abadi’s ownership potentially declining from 71.05% to 64.59%. The plan will be submitted for approval at an EGM on 16 Oct-26, while prospective investors have yet to be identified. (Bloomberg Technoz)

Pertamina Acquired 10% Stakes in Three Eni Offshore PSCs in East Kalimantan
Pertamina planned to acquire 10% non-operating stakes in three offshore oil and gas production sharing contracts (PSCs) operated by Eni in the Kutai Basin, East Kalimantan. The transaction will increase Pertamina’s ownership in East Sepinggan from 15% to 25% and establish 10% stakes in North Ganal and Rapak. The assets include producing Merakes and East Merakes gas fields, as well as the Geng North and Gehem discoveries under the North Hub development. The transaction value was not disclosed and remains subject to govt. and regulatory approvals. Separately, Medco Energi International (MEDC) agreed to acquire 10% stakes in four other Eni-operated PSCs. (IDNFinancials)

Chandra Asri Pacific (TPIA) Supplied Cooler Boxes for 200 Fishing Village Sites in Papua
TPIA partnered with the Red and White Fishing Village Task Force (KNMP) to provide cooler boxes for 200 fishing village sites in coastal Papua. The facilities are currently in production and will be distributed in stages to help preserve fish freshness and improve seafood distribution for coastal communities. The collaboration supports the govt.’s national development agenda, with Indonesia targeting more than 1,000 KNMP sites by 2027, prioritizing eastern Indonesia. (IDNFinancials)

Waskita Beton Precast (WSBP) Prepared IDR 1.71 tn Private Placement to Convert Debt into Equity
WSBP planned a private placement of up to 33.83 bn new Series C shares at an exercise price of IDR 50.81/sh, potentially converting up to IDR 1.71 tn in trade payables into equity under its debt restructuring agreement. The amount includes IDR 6.09 bn in additional claims from three trade creditors verified for transactions conducted before the PKPU period. As of 26 Aug-26, WSBP had completed six stages of debt conversion totaling IDR 1.55 tn, equivalent to 30.59 bn Series C shares, leaving IDR 158.20 bn in outstanding debt for conversion, plus IDR 6.09 bn in additional verified claims. (Bisnis.com)

Fixed Income Daily Notes 16 Oct 2026

Fixed Income Daily Notes 16 Oct 2026

Fixed Income

16 October 2026 - 08.23am

Fixed Income Daily Notes 16 Oct 2026

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US CPI Inflation Accelerated to 3.7% YoY in Sep-26