IPO Jumbo Menghampiri, dan Makro RI Diuji Awal Juli | 01 January 1970
*MORNING IDEA SUMMARY*
_by: Erdikha Elit Sekuritas_
Wednesday, July 2, 2025
- IHSG 6,915 *Melemah* (-0.18%)
- IDX Transaction Value 11.39 %
- Net Foreign Buy / Sell -695.74 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 46.9 points
*_Emiten News Highlight_*
- Lanjut! Babah Alun Lego 196 Juta Saham Mitra Resources (MIRA)
- Go Private, Laba Emiten Tommy Soeharto Kuartal I-2025 Naik 37 Persen
- Drop 194 Persen, MBMA Kuartal I-2025 Boncos USD3,45 Juta
- MDKA Catat Rugi Susut 80 Persen di Kuartal I-2025
- Mantapkan Langkah IPO, Merry Riana Edukasi (MERI) Incar Dana Rp39,9M
*_Rekomendasi:_*
Buy on Weakness MYOR (2,170)
Target Price: 2,210 - 2,270
Stop Loss jika di bawah 2,100
Keterangan: , entry level: 2110-2170
Speculative Buy MAPA (700)
Target Price: 710 - 735
Stop Loss jika di bawah 675
Keterangan: , entry level: 680-700
Speculative Buy ANTM (3,070)
Target Price: 3,130 - 3,220
Stop Loss jika di bawah 2,970
Keterangan: , entry level: 2980-3070
Speculative Buy AADI (6,725)
Target Price: 6,850 - 7,050
Stop Loss jika di bawah 6,500
Keterangan: , entry level: 6525-6725
Hold MBMA (438)
Target Price: 446 - 458
Stop Loss jika di bawah 424
Keterangan:
*WACHLIST*
MAPA, MYOR, MIKA, ANTM, MDKA, TLKM, TOBA
