IHSG & Rupiah Kembali Tertekan, Sentimen Global dan Domestik Makin Berat | 01 January 1970
*MORNING IDEA SUMMARY*
_by: Erdikha Elit Sekuritas_
Thursday, June 4, 2026
- IHSG 5,941 *Melemah* (0.00%)
- IDX Transaction Value 25.25 T
- Net Foreign Buy / Sell -992 B
*_Indonesia Macro Economic Indicator_*
- GDP Growth Rate -0.77 percent
- GDP Annual Growth Rate 5.61 percent
- Unemployment Rate 4.68 percent
- Inflation Rate 3.08 percent
- Inflation Rate MoM 0.28 percent
- Interest Rate 5.25 percent
- Balance of Trade 89.1 USD Million
- Current Account -4008 USD Million
- Current Account to GDP -0.1 percent of GDP
- Government Debt to GDP 41 percent of GDP
- Government Budget -2.92 percent of GDP
- Business Confidence 10.11 points
- Manufacturing PMI 50 points
*_Emiten News Highlight_*
- Direktur BRMS Adrian Wicaksono beli 810.000 saham BRMS senilai Rp442 juta untuk investasi saat harga saham turun 51,80% YtD
- Telkom (TLKM) Jual 100% Saham Anak Usaha ke Perusahaan Singapura
- Morgan Stanley Serok 179 Juta Saham Alfamart (AMRT) di Tengah Sentimen Kopdes
- Meski Kinerja Tersendat pada Kuartal I, Prospek AADI pada Tahun 2026 Masih Menarik
- GOTO Buka Suara soal Pengumuman BEI, FTSE Russell hingga MSCI
*_Rekomendasi:_*
Buy on Weakness TLKM (2,850)
Target Price: 2,900 - 2,990
Stop Loss jika di bawah 2,760
Keterangan:
Buy on Weakness ISAT (2,080)
Target Price: 2,120 - 2,180
Stop Loss jika di bawah 2,010
Keterangan:
Buy on Weakness TINS (2,850)
Target Price: 2,900 - 2,990
Stop Loss jika di bawah 2,760
Keterangan:
Buy on Weakness BUMI (148)
Target Price: 150 - 155
Stop Loss jika di bawah 143
Keterangan:
SOS/HOLD BREN (4,160)
Target Price: 4,240 - 4,360
Stop Loss jika di bawah 4,030
Keterangan:
*WACHLIST*
"WACHLIST
• 30
• ADRO
• BDMN
• SSIA
• EXCL
• DMAS
• HMSP
• HRUM
• NettBUY
• ""---
• BUMI
• INCO
• DMAS
• NetSELL
• ""---
• EXCL"
Download PDF
: