Pasar Cemas, Trump Lunak, China Cair, Tapi Risiko Masih Membayangi | 01 January 1970
*MORNING IDEA SUMMARY*
_by: Erdikha Elit Sekuritas_
Monday, July 7, 2025
- IHSG 6,865 *Melemah* (-0.19%)
- IDX Transaction Value 8.3 T
- Net Foreign Buy / Sell -465.94 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_*
- Izin Investor, SDMU Private Placement 2,27 Miliar Lembar
- Harga Fluktuatif, Menantu Megawati Buang 500 Juta Saham RAJA
- Carsurin (CRSN) Eksekusi Lahan Rp4,49M
- Bank NOBU Raup Dana Rp426,8 Miliar dari Aksi Ini
- Tender Beres, Woori Card Lego 66,77 Juta Saham BPFI
*_Rekomendasi:_*
Speculative Buy BRIS (2,550)
Target Price: 2,600 - 2,670
Stop Loss jika di bawah 2,470
Keterangan: Oversold, entry level: 2480-2550
Speculative Buy INCO (3,560)
Target Price: 3,630 - 3,730
Stop Loss jika di bawah 3,450
Keterangan: Penants, entry level: 3460-3560
Speculative Buy BRMS (404)
Target Price: 412 - 424
Stop Loss jika di bawah 390
Keterangan: Consolidation, entry level: 392-404
Speculative Buy ENRG (336)
Target Price: 342 - 352
Stop Loss jika di bawah 324
Keterangan: Consolidation, entry level: 326-336
Hold MBMA (468)
Target Price: 476 - 490
Stop Loss jika di bawah 452
Keterangan: Consolidation
*WACHLIST*
ASII, BRMS, BRIS, INCO, CTRA, AKRA, ENRG
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