MSCI Rebalancing, Inflasi RI, PMI, dan Sinyal Hawkish The Fed Tekan Pasar | 01 January 1970
*MORNING IDEA SUMMARY*
_by: Erdikha Elit Sekuritas_
Monday, August 31, 2026
- IHSG 6,518 *Melemah* (0.00%)
- IDX Transaction Value 15.15 T
- Net Foreign Buy / Sell -482.24 B
*_Indonesia Macro Economic Indicator_*
- GDP Growth Rate 3.73 percent
- GDP Annual Growth Rate 5.29 percent
- Unemployment Rate 4.68 percent
- Inflation Rate 2.88 percent
- Inflation Rate MoM -0.14 percent
- Interest Rate 5.75 percent
- Balance of Trade -450 USD Million
- Current Account -12487 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 12.97 points
- Manufacturing PMI 50.2 points
*_Emiten News Highlight_*
- Bisnis Tol Cibitung dan EV Dongkrak Laba Usaha BNBR 283,21% di Semester I 2026
- Dirut Emiten TP Rahmat (TAPG) Lego Saham Harga Pasar, Raup Rp1,7M
- BEI Bongkar Keuangan RMKO, Ada Defisit Rp84,1M dan Rugi Rp47,3M
- KOTA Berbalik Untung! Pendapatan Melonjak 288% di Semester I-2026
- Ada Perubahan Pengendali, Pemegang Obligasi IATA Setujui Waiver
*_Rekomendasi:_*
Hold/SOS INDY (2,830)
Target Price: 2,880 - 2,970
Stop Loss jika di bawah 2,740
Keterangan:
Hold/SOS EMAS (9,300)
Target Price: 9,475 - 9,750
Stop Loss jika di bawah 9,000
Keterangan:
BOW ENRG (1,255)
Target Price: 1,280 - 1,315
Stop Loss jika di bawah 1,215
Keterangan: , entry level: 1220-1255
BOW MEDC (1,360)
Target Price: 1,385 - 1,425
Stop Loss jika di bawah 1,315
Keterangan: , entry level: 1320-1360
BOW TPIA (1,965)
Target Price: 2,000 - 2,060
Stop Loss jika di bawah 1,905
Keterangan: , entry level: 1910-1965
#REF!
"WACHLIST
• 30
• EMAS
• BBNI
• DMAS
• ITMG
• HRTA
• TAPG
• RANS
• EXCL
• AUTO
• SMIL
• NettBUY
• ""---
• BMRI
• TPIA
• DMAS
• BBNI
• TAPG
• CTRA
• NetSELL
• ""---
• EMAS
• ITMG"
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