Pekan Penentu Pasar: Inflasi RI, Data AS, dan Risiko Energi Global | 01 January 1970
*MORNING IDEA SUMMARY*
_by: Erdikha Elit Sekuritas_
Monday, May 4, 2026
- IHSG 6,957 *Melemah* (-2.03%)
- IDX Transaction Value 21.88 T
- Net Foreign Buy / Sell -1.49 T
*_Indonesia Macro Economic Indicator_*
- GDP Growth Rate 0.86 percent
- GDP Annual Growth Rate 5.39 percent
- Unemployment Rate 4.85 percent
- Inflation Rate 3.48 percent
- Inflation Rate MoM 0.41 percent
- Interest Rate 4.75 percent
- Balance of Trade 1280 USD Million
- Current Account -2542 USD Million
- Current Account to GDP -0.1 percent of GDP
- Government Debt to GDP 38.8 percent of GDP
- Government Budget -2.92 percent of GDP
- Business Confidence 10.11 points
- Manufacturing PMI 50.1 points
*_Emiten News Highlight_*
- Pendapatan Tertekan, Laba PTBA Justru Mengganda 104,81 Persen!
- Penjualan CLEO Meningkat 15,8 Persen Q1-2026, Tiga Pabrik Baru Dikebu
- LABA Terus Jualan Saham KRYA, Nilainya Tembus Rp6,63M di April 2026
- Pendapatan BUMI Tembus USD417 Juta Q1-2026, Laba Lompat 35,16 Persen!
- Folago Global Nusantara (IRSX) Berhasil Cetak Laba Bersih di 1Q 2026
*_Rekomendasi:_*
Buy on Weakness INCO (6,850)
Target Price: 6,975 - 7,175
Stop Loss jika di bawah 6,625
Keterangan: , entry level: 6650-6850
Buy on Weakness BRPT (1,835)
Target Price: 1,870 - 1,925
Stop Loss jika di bawah 1,775
Keterangan: , entry level: 1780-1835
Speculative Buy PGAS (1,940)
Target Price: 1,975 - 2,030
Stop Loss jika di bawah 1,880
Keterangan: , entry level: 1885-1940
Hold ADRO (2,520)
Target Price: 2,570 - 2,640
Stop Loss jika di bawah 2,440
Keterangan:
Hold BUMI (240)
Target Price: 244 - 252
Stop Loss jika di bawah 232
Keterangan:
*WACHLIST*
"WACHLIST
• 30
• BBNI
• ADRO
• INCO
• ITMG
• EMTK
• NettBUY
• ""---
• ADRO
• BBNI
• BUMI
• INCO
• ITMG
• NetSELL
• ""---"
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