Flooring Guide by Cinvex – , JAKARTA — The performance of shares in the coal mining and palm oil (crude palm oil/CPO) plantation sectors showed varied movements during trading on Monday (June 2, 2026). This divergence occurred amid the introduction of a single-door export policy for strategic natural resources, managed through PT Danantara Sumberdaya Indonesia (DSI).
Market participants continue to closely monitor the potential impact of this new policy’s implementation on crucial aspects such as trade chains, export contracts, and ultimately, the profit margins of coal mining companies.
According to IDX Mobile data as of 09:30 AM Western Indonesian Time (WIB), PT Adaro Andalan Indonesia Tbk. (AADI) stood out as the sole large-capitalization coal issuer experiencing a decline. AADI’s stock fell by 1.49%, or 125 points, to reach 8,275.
Conversely, several other coal stocks managed to maintain their positions in the green zone. PT Bumi Resources Tbk. (BUMI), for instance, strengthened by 1.19% to 170. Meanwhile, shares of PT Indo Tambangraya Megah Tbk. (ITMG) saw an increase of 0.79%, rising to 22,275.
Further gains were observed in PT Bukit Asam Tbk. (PTBA) stock, which rose by 0.36% to 2,790, boasting a market capitalization of Rp32.1 trillion. Similarly, PT Baramulti Suksessarana Tbk. (BSSR) recorded a slight uptick of 0.25%, reaching a position of 3,970.
In a similar vein, crude palm oil (CPO) plantation stocks also displayed diverse movements in today’s trading session, as market participants focused keenly on the government’s new policy.
Within the palm oil or CPO sector, trading data revealed that Astra Agro Lestari Tbk. (AALI) emerged as one of the sector’s top gainers, with its stock climbing 1.93% to Rp6,600. Significant strengthening was also seen in PT Sawit Sumbermas Sarana Tbk. (SSMS), which surged by an impressive 5.71% to Rp740.
Concurrently, PT Dharma Satya Nusantara Tbk. (DSNG) advanced by 3.36% to Rp1,230. On the other hand, shares of PT Sinar Mas Agro Resources and Technology Tbk. (SMAR) remained relatively stable, experiencing a minor correction of 0.20% to Rp4,900, while PT Eagle High Plantations Tbk. (BWPT) increased by 1.20% to Rp84.
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The sentiment casting a shadow over the movement of coal and CPO sector stocks stems from the commencement of the transition period for strategic commodity exports through DSI, which began on June 1, 2026. The government now mandates that exporters of coal, CPO, and ferro alloy report their export documents via DSI. This transitional phase precedes the full implementation of the policy, which is targeted for early 2027 at the latest.
The research team at OCBC Sekuritas has indicated that trading activity for this week is expected to increase, aligning with the return to a normal number of trading days. Furthermore, market sentiment is anticipated to remain influenced by the initial phase of this new export scheme.
To provide context, this policy aims to enhance export price transparency, curb under-invoicing practices, optimize state revenue, and bolster foreign exchange reserves.
However, industry players are still awaiting crucial technical clarity concerning long-term contracts, trade mechanisms, and the precise role of traders within the coal export chain under the new framework.
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Summary
Coal and CPO stocks showed mixed performance on June 2, 2026, as investors reacted to the government’s new single-gate export policy managed by PT Danantara Sumberdaya Indonesia (DSI). While some major coal and palm oil issuers saw share price increases, others experienced declines or stagnation. Market participants remain cautious as they monitor how this transitional phase will affect trade chains, long-term export contracts, and future profit margins.
The new mandate requires exporters to report their documents through DSI to improve price transparency and state revenue, with full implementation expected by early 2027. Despite the policy’s goals, industry stakeholders are still awaiting further technical clarity regarding specific trade mechanisms and the role of traders within the new framework. Consequently, analysts anticipate continued market volatility as the sector adjusts to these regulatory changes.