Flooring Guide by Cinvex JAKARTA — The Jakarta Composite Index (IHSG) is projected to reach the significant 10,000 level this year, with several key sectors and individual stocks identified as promising investment opportunities.
Hans Kwee, a seasoned Capital Market Practitioner and Co-Founder of PasarDana, expressed strong conviction in this forecast. He firmly believes the IHSG can not only achieve the 10,000 mark in 2026 but potentially surpass it.
“Regarding the index’s direction, we remain quite confident that the 10,000 level is attainable this year, and it could even exceed that,” Hans stated during a capital market journalist education session on Friday, January 23, 2026.
Hans’s optimism is fueled by several factors, including the potential for significant capital inflow from foreign investors into the stock market, even as capital outflow is observed in the bond market. Furthermore, he anticipates that the impact of Trump’s tariffs on the Indonesian economy will remain minimal, thus posing little threat to market stability.
Moreover, Hans is optimistic about the recovery of corporate performance. After a challenging 2025, he expects companies to demonstrate improved results in 2026, driven by a projected increase in public purchasing power, which will likely stimulate economic activity.
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Despite these positive indicators, Hans also advised investors to closely monitor the planned changes in the free float calculation by MSCI, a leading global index provider. These adjustments could significantly impact various stock markets, particularly Indonesia’s.
Considering this blend of factors, Hans highlighted several sectors and big-cap stocks as particularly attractive for 2026. These include the consumer sector, energy stocks, coal stocks, gold stocks, and nickel sector stocks, all poised for appealing growth potential.
Hans’s specific stock picks for 2026 within the consumer sector include CMRY, MYOR, MAPI, ICBP, and AMRT. Additionally, he views ANTM, BRMS, ARCI, and MDKA as strong contenders for the year.
He also foresees a potential resurgence in coal stocks in 2026, recommending ITMG, AADI, and PTBA. Furthermore, stocks affiliated with conglomerate Garibaldi ‘Boy’ Thohir, such as ADMR and ADRO, are also considered attractive investment options.
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