Dilema Rupiah di Tengah Penguatan IHSG: Sentimen Global dan Ekspektasi Pemangkasan Suku Bunga Jadi Sorotan | 01 January 1970
MORNING IDEA SUMMARY
_by: Erdikha Elit Sekuritas_
Thursday, December 12, 2024
- IHSG 7,465 *Menguat* (0.15%)
- IDX Transaction Value 16.31 T
- Net Foreign Buy (YTD) 23.51 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 1.55 percent
- Inflation Rate MoM 0.3 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 49.6 points
*_Emiten News Highlight_*
- Tambah Muatan, Komisaris Ini Jala 2,7 Juta Saham CRAB Rp260 per Lembar
- Perkuat Modal, BNGA Injeksi Entitas Djarum Group (TOWR) Rp2 Triliun
- Izin Investor, Emiten Sri Tahir (SRAJ) Jajakan Surat Utang Rp1,89 T
- AirAsia Indonesia (CMPP) Catat Pendapatan Rp5,91T, Naik 20 Persen
- Jasa Armada (IPCM) Bagi Dividen Interim Rp3,8 per Saham,
*_Rekomendasi:_*
Trading Buy TLKM (2,860)
Target Price: 2,910 - 3,000
Stop Loss jika di bawah 2,770
Keterangan: Consolidation, entry level: 2780-2860
Trading Buy PGAS (1,605)
Target Price: 1,635 - 1,685
Stop Loss jika di bawah 1,555
Keterangan: Consolidation, entry level: 1560-1605
Trading Buy BRIS (2,970)
Target Price: 3,020 - 3,110
Stop Loss jika di bawah 2,880
Keterangan: Consolidation, entry level: 2890-2970
Trading Buy ACES (820)
Target Price: 835 - 860
Stop Loss jika di bawah 795
Keterangan: Bullish Breakaway, entry level: 800-820
Trading Buy ESSA (810)
Target Price: 825 - 850
Stop Loss jika di bawah 785
Keterangan: Consolidation, entry level: 790-810
*_AO DISCLAIMER ON_*
Full report: https://erdikha.com/Edukasi
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