Pekan Rawan Gejolak: MSCI Rebalancing, Inflasi RI, PMI, dan Sinyal Hawkish The Fed Tekan Pasar | 01 January 1970
*MORNING IDEA SUMMARY*
_by: Erdikha Elit Sekuritas_
Tuesday, September 1, 2026
- IHSG 6,525 *Menguat* (0.11%)
- IDX Transaction Value 25.02 T
- Net Foreign Buy / Sell -434.22 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 49.8 points
*_Emiten News Highlight_*
- Saratoga Investama (SRTG) Rugi Rp 3,87 Triliun Semester I, Ini Strategi Investasinya
- Harga Emas Nyaris Jebol Level Terendah 2 Pekan, The Fed Jadi Biang Kerok
- Pendapatan Nitrasanata Dharma (JECX) Naik jadi Rp459,38M, Laba Turun
- Soal Isu Merger MTEL dengan TBIG, Danantara Buka Suara
- Analis Asing Bullish terhadap Saham ANTM Usai Cetak Laba Rp6,9 T
*_Rekomendasi:_*
BOW BBRI (3,250)
Target Price: 3,310 - 3,410
Stop Loss jika di bawah 3,150
Keterangan: , entry level: 3160-3250
BOW CTRA (640)
Target Price: 650 - 670
Stop Loss jika di bawah 620
Keterangan: , entry level: 625-640
Hold/SOS ENRG (1,310)
Target Price: 1,335 - 1,375
Stop Loss jika di bawah 1,270
Keterangan:
Hold/SOS MEDC (1,405)
Target Price: 1,430 - 1,475
Stop Loss jika di bawah 1,360
Keterangan:
BOW BRMS (750)
Target Price: 765 - 785
Stop Loss jika di bawah 725
Keterangan: , entry level: 730-750
#REF!
"WACHLIST
• 30
• BBRI
• EMAS
• TINS
• ITMG
• TAPG
• EXCL
• MAPA
• NettBUY
• ""---
• BBRI
• GGRM
• WIFI
• TINS
• PWON
• NetSELL
• ""---
• EMAS"
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