RAPBN 2026, IPO Jumbo, dan Ancaman Global Bayangi IHSG | 01 January 1970
*MORNING IDEA SUMMARY*
_by: Erdikha Elit Sekuritas_
Friday, July 4, 2025
- IHSG 6,878 *Melemah* (-0.05%)
- IDX Transaction Value 8 T
- Net Foreign Buy / Sell - 31.55 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_*
- Laba Meroket 134 Persen, Kuartal I-2025 POLU Defisit Rp55,56 Miliar
- Lanjut Buyback, BUKA Gelontor Rp1,13 Triliun
- Elitery (ELIT) Salurkan Dividen 30 Persen Laba 2024
- Merger Kelar, MFIN Langsung Umumkan Aksi Buyback
- Dapat Restu, Emiten HT (KPIG) Private Placement 9,75 Miliar Lembar
*_Rekomendasi:_*
Buy on Weakness PGEO (1,440)
Target Price: 1,465 - 1,510
Stop Loss jika di bawah 1,395
Keterangan: Consolidation, entry level: 1400-1440
Buy on Weakness TPIA (9,975)
Target Price: 10,150 - 10,450
Stop Loss jika di bawah 9,675
Keterangan: Bullish Continuation, entry level: 9700-9975
Hold ANTM (3,120)
Target Price: 3,180 - 3,270
Stop Loss jika di bawah 3,020
Keterangan: Consolidation
Buy on Weakness AMRT (2,380)
Target Price: 2,420 - 2,490
Stop Loss jika di bawah 2,300
Keterangan: Acumulation Buy, entry level: 2310-2380
Hold MBMA (454)
Target Price: 462 - 476
Stop Loss jika di bawah 440
Keterangan: Consolidation
*WACHLIST*
INDF, MEDC, PGEO, MBMA, UNVR, INCO
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