Menjelang Libur Panjang, Pasar Cerna Sentimen Powell, Tarif Trump, dan Pelonggaran Bursa | 01 January 1970
*MORNING IDEA SUMMARY*
_by: Erdikha Elit Sekuritas_
Thursday, June 26, 2025
- IHSG 6,832 *Melemah* (0.00%)
- IDX Transaction Value 12.99 T
- Net Foreign Buy / Sell -931.9 B
*_Indonesia Macro Economic Indicator_*
- GDP Growth Rate -0.98 percent
- GDP Annual Growth Rate 4.87 percent
- Unemployment Rate 4.76 percent
- Inflation Rate 1.6 percent
- Inflation Rate MoM -0.37 percent
- Interest Rate 5.5 percent
- Balance of Trade 150 USD Million
- Current Account -177 USD Million
- Current Account to GDP -0.63 percent of GDP
- Government Debt to GDP 38.8 percent of GDP
- Government Budget -2.3 percent of GDP
- Business Confidence 7.63 points
- Manufacturing PMI 47.4 points
*_Emiten News Highlight_*
- Kantongi Restu, IATA Kebut Private Placement 3,12 Miliar Lembar
- Cum Date 2 Juli, PTPW Salurkan Dividen Rp5 Miliar
- Incar Dividen, Lo Kheng Hong Sikat 778,85 Juta Saham Grup Salim (SIMP)
- Baru IPO Dua Bulan, MDLA Ketok Dividen Yield 4,8 Persen
- Apexindo (APEX) Raih Guyuran Proyek dari Pertamina USD7,4 Juta
*_Rekomendasi:_*
Buy on Weakness ASII (4,470)
Target Price: 4,550 - 4,690
Stop Loss jika di bawah 4,330
Keterangan: Consolidation, entry level: 4340-4470
Buy on Weakness INDF (8,050)
Target Price: 8,200 - 8,450
Stop Loss jika di bawah 7,800
Keterangan: Oversold, entry level: 7825-8050
Hold PTPP (436)
Target Price: 444 - 456
Stop Loss jika di bawah 422
Keterangan: Three White Soldier
Hold PGEO (1,320)
Target Price: 1,345 - 1,385
Stop Loss jika di bawah 1,280
Keterangan: Consolidation
Buy on Weakness TLKM (2,620)
Target Price: 2,670 - 2,750
Stop Loss jika di bawah 2,540
Keterangan: Pull Back from MA50, entry level: 2450-2620
*WACHLIST*
INDF, BRPT, PTPP, TLKM, KLBF, AMMN
