Semester Baru, Arah Baru: Pasar Sambut Deregulasi, Data Ekonomi, dan Manuver Prabowo | 01 January 1970
*MORNING IDEA SUMMARY*
_by: Erdikha Elit Sekuritas_
Tuesday, July 1, 2025
- IHSG 6,928 *Menguat* (0.44%)
- IDX Transaction Value 13.64 T
- Net Foreign Buy / Sell -358.7 T
*_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 46.9 points
*_Emiten News Highlight_*
- GJTL Tabur Dividen Rp174,22 Miliar
- Emiten Dato Low (BYAN) Guyur Sisa Dividen USD400 Juta,
- Ekspansi! OMED Bagi Dividen Rp96,60 Miliar dan Buyback Saham
- Emiten Milik Suami Puan Maharani (SINI) Ungkap Kontrak Rp43T
- Laba 2024 Minimalis, PICO Putuskan Tak Bagi Dividen
*_Rekomendasi:_*
Speculative Buy SMGR (2,690)
Target Price: 2,740 - 2,820
Stop Loss jika di bawah 2,600
Keterangan: Oversold, entry level: 2610-2690
Buy on Weakness TOBA (745)
Target Price: 755 - 780
Stop Loss jika di bawah 720
Keterangan: Oversold, entry level: 725-745
Buy on Weakness MBMA (460)
Target Price: 468 - 482
Stop Loss jika di bawah 446
Keterangan: Bullish Breakaway, entry level: 448-460
Hold PGEO (1,415)
Target Price: 1,440 - 1,485
Stop Loss jika di bawah 1,370
Keterangan: Consolidation
Speculative Buy ERAA (530)
Target Price: 540 - 555
Stop Loss jika di bawah 510
Keterangan: Bullish Breakaway, entry level: 515-530
*WACHLIST*
AMRT, BRPT
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