-- 标普全球评级在近期发布的一份报告中指出,由于印尼主权财富基金丹纳塔拉(Danantara)的介入,印尼政府对国有企业(SOE)的支持方式发生了转变,这提升了该国的增长前景。 标普表示,丹纳塔拉更像是一个积极的企业股东,优先考虑利润和效率,且不受官僚主义的束缚。 标普预计,随着丹纳塔拉推动该行业的改革,国有企业将获得更多整合,并获得更大、更及时的财政支持。 标普表示,这将促使战略领域的国有企业规模扩大,同时促进经济增长并释放资本。 该评级机构还认为,主权财富基金的企业行为以及政府对国有企业支持力度的转变,正在重塑信用状况。 然而,标普指出,部分国有企业违约、某些国有建筑公司杠杆率过高以及该行业整体信用状况下降等挑战依然存在。 Danantara 在资本配置方面也扮演着关键角色,国有企业股息支付的限制可能会促使其进行更谨慎的投资,并优先考虑对经济更为重要的项目。
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