Optimisme dan Tantangan Pasar: Manufaktur Bangkit, Perang Tarif Trump Jadi Ancaman | 01 January 1970
*MORNING IDEA SUMMARY*
_by: Erdikha Elit Sekuritas_
Tuesday, February 4, 2025
- IHSG 7,030 *Melemah* (-1.11%)
- IDX Transaction Value 11.69 T
- Net Foreign Buy (YTD) 3.98 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 0.76 percent
- Inflation Rate MoM -0.76 percent
- Interest Rate 5.75 percent
- Balance of Trade 2239 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 12.46 points
- Manufacturing PMI 51.9 points
*_Emiten News Highlight_*
- Tambah Muatan, Bos HEAL Serok Saham Rp1.434 per Lembar
- Lagi! Levoca Buang 466,73 Juta Saham Bakrie Group (BNBR)
- Hartadinata Abadi (HRTA) Tunda Penerbitan Obligasi Berkelanjutan 2025
- Saham Melesat, Prospek Cerah Sawit Sumbermas Sarana (SSMS)
- Link Net (LINK) Ungkap Lonjakan Saham dan Divestasi oleh Axiata Group
*_Rekomendasi:_*
Buy on Weakness BRIS (2,920)
Target Price: 2,970 - 3,060
Stop Loss jika di bawah 2,830
Keterangan: Huge Volume Accumulation, entry level: 2840-2920
Buy on Weakness BBNI (4,780)
Target Price: 4,870 - 5,000
Stop Loss jika di bawah 4,630
Keterangan: Morning Star, entry level: 4640-4780
Trading Buy BBRI (4,250)
Target Price: 4,330 - 4,460
Stop Loss jika di bawah 4,120
Keterangan: Huge Volume Accumulation, entry level: 4130-4250
Buy on Weakness JPFA (2,000)
Target Price: 2,040 - 2,100
Stop Loss jika di bawah 1,940
Keterangan: Consolidation, entry level: 1950-2000
Hold GOTO (81)
Target Price: 82 - 85
Stop Loss jika di bawah 78
Keterangan: Consolidation
*_AO DISCLAIMER ON_*
Full report: https://erdikha.com/Edukasi
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