Arah Kebijakan BI, RAPBN 2027, dan The Fed Hawkish Jadi Sentimen Utama Pasar | 01 January 1970
*MORNING IDEA SUMMARY*
_by: Erdikha Elit Sekuritas_
Tuesday, September 29, 2026
- IHSG 6,148 *Melemah* (-1.51%)
- IDX Transaction Value 12.59 T
- Net Foreign Buy / Sell -1.13 T
*_Indonesia Macro Economic Indicator_*
- GDP Growth Rate 3.73 percent
- GDP Annual Growth Rate 5.29 percent
- Unemployment Rate 4.68 percent
- Inflation Rate 3.19 percent
- Inflation Rate MoM 0.21 percent
- Interest Rate 5.75 percent
- Balance of Trade 130 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_*
- Direktur Astra Rudy Borong 4,4 Juta Saham ASII Rp20,81 Miliar
- 994 Juta Saham Berpindah, IMBS Resmi Jadi Pengendali Baru KETR
- Lepas Saham MPRO Senilai Rp474M, Taipan Ini Masih Kuasai 10,46 Persen
- Dalam 13 Bulan Terus Lepas Saham, Bobby Gafur Tetap Pengendali OASA
- Bisnis Makin Besar, Mayora (MYOR) Naik Kelas di Tengah Dinamika Industri FMCG
*_Rekomendasi:_*
Hold TAPG (1,995)
Target Price: 2,030 - 2,090
Stop Loss jika di bawah 1,935
Keterangan:
Hold MBMA (496)
Target Price: 505 - 520
Stop Loss jika di bawah 480
Keterangan:
BOW AMRT (1,330)
Target Price: 1,355 - 1,395
Stop Loss jika di bawah 1,290
Keterangan: , entry level: 1295-1330
Hold PTBA (3,180)
Target Price: 3,240 - 3,330
Stop Loss jika di bawah 3,080
Keterangan:
BOW MEDC (1,495)
Target Price: 1,520 - 1,565
Stop Loss jika di bawah 1,450
Keterangan: , entry level: 1460-1495
#REF!
"WACHLIST
• 30
• DSSA
• UNTR
• AMRT
• ITMG
• MAPI
• NettBUY
• ""---
• DSSA
• MEDC
• PGAS
• NetSELL
• ""---
• ADMR"
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