RAPBN 2026, IPO Jumbo, dan Ancaman Global Bayangi IHSG | 01 January 1970
*MORNING IDEA SUMMARY*
_by: Erdikha Elit Sekuritas_
Thursday, July 3, 2025
- IHSG 6,881 *Melemah* (-0.49%)
- IDX Transaction Value 11 T
- Net Foreign Buy / Sell --386 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 1.87 percent
- Inflation Rate MoM 0.19 percent
- Interest Rate 5.5 percent
- Balance of Trade 4302 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_*
- Emiten Suami Puan Maharani (MINA) Patok Right Issue Gocap, Rasio 2:1
- KRYA Beber Skema Akuisisi Pengendali Baru
- MAPI Gulirkan Dividen Rp166 Miliar
- TOWR Grup Djarum Gelar Right Issue Jumbo, Saham Terdilusi 13,9 Persen
- Cum Date 8 Juli, GPRA Salurkan Dividen Rp21,38 Miliar
*_Rekomendasi:_*
Buy on Weakness CMRY (4,810)
Target Price: 4,900 - 5,050
Stop Loss jika di bawah 4,660
Keterangan: Acumulation Buy, entry level: 4670-4810
Buy on Weakness TPIA (10,100)
Target Price: 10,300 - 10,600
Stop Loss jika di bawah 9,775
Keterangan: Bullish Continuation, entry level: 9775-10100
Hold ANTM (2,990)
Target Price: 3,040 - 3,130
Stop Loss jika di bawah 2,900
Keterangan: Consolidation
Buy on Weakness AMRT (2,410)
Target Price: 2,450 - 2,530
Stop Loss jika di bawah 2,330
Keterangan: Acumulation Buy, entry level: 2340-2410
Hold MBMA (438)
Target Price: 446 - 458
Stop Loss jika di bawah 424
Keterangan: Consolidation
*WACHLIST*
MAPI, TPIA, HEAL, AMRT, SSIA, CMRY, TOBA
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