Inflasi Naik, Manufaktur Lesu: Tantangan Baru Ekonomi Indonesia | 01 January 1970
MORNING IDEA SUMMARY
_by: Erdikha Elit Sekuritas_
Monday, December 2, 2024
- IHSG 7,114 *Melemah* (-1.19%)
- IDX Transaction Value 13.66 T
- Net Foreign Buy (YTD) 21.56 T
*_Indonesia Macro Economic Indicator_*
- GDP Growth Rate 1.5 percent
- GDP Annual Growth Rate 4.95 percent
- Unemployment Rate 4.91 percent
- Inflation Rate 1.71 percent
- Inflation Rate MoM 0.08 percent
- Interest Rate 6 percent
- Balance of Trade 2475 USD Million
- Current Account -2150 USD Million
- Current Account to GDP -0.3 percent of GDP
- Government Debt to GDP 39.3 percent of GDP
- Government Budget -1.65 percent of GDP
- Business Confidence 14.4 points
- Manufacturing PMI 49.2 points
*_Emiten News Highlight_*
- Surplus 32 Persen, ALII Kuartal III 2024 Catat Laba Rp207 Miliar
- Pendapatan Drop, Kuartal III 2024 Laba POLL Melesat 208 Persen
- Susut 29 Persen, Laba HITS Kuartal III 2024 Tersisa USD7,89 Juta
- Divestasi, Anindhita Bakrie Lego 1,75 Juta Saham ALII Rp375 per Helai
- Pendapatan Naik 231 Persen, BRMS Kuartal III 2024 Defisit USD769 Juta
*_Rekomendasi:_*
Speculative Buy TLKM (2,710)
Target Price: 2,760 - 2,840
Stop Loss jika di bawah 2,620
Keterangan: Consolidation, entry level: 2630-2710
Speculative Buy PANI (15,550)
Target Price: 15,850 - 16,325
Stop Loss jika di bawah 15,075
Keterangan: Consolidation, entry level: 15100-15550
Trading Buy BRMS (414)
Target Price: 422 - 434
Stop Loss jika di bawah 400
Keterangan: Morning Star, entry level: 402-414
Speculative Buy TAPG (810)
Target Price: 825 - 850
Stop Loss jika di bawah 785
Keterangan: Oversold, entry level: 790-810
Hold LSIP (1,090)
Target Price: 1,110 - 1,140
Stop Loss jika di bawah 1,055
Keterangan: Bullish Continuation
*_AO DISCLAIMER ON_*
Full report: https://erdikha.com/Edukasi