*Sentimen Penting: Menanti The Fed & Data Ekonomi* | 01 January 1970
*MORNING IDEA SUMMARY*
_by: Erdikha Elit Sekuritas_
Monday, July 28, 2025
- IHSG 7,544 *Menguat* (0.17%)
- IDX Transaction Value 12.22 T
- Net Foreign Buy / Sell -233.8 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 5.25 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_*
- Capai 32 Persen, Paruh Pertama 2025 Marketing Sales DMAS Rp580 Miliar
- Merosot 64 Persen, Laba PJAA Paruh Pertama 2025 Sisa Rp21,69 Miliar
- Semester I 2025, Laba Emiten H Isam (PGUN) Meroket 690 Persen
- Komisaris NRCA Buang 1,8 Juta Saham, Ada Apa?
- ADHI Endapkan Sisa Dana Right Issue Rp1,02T di 5 Bank
*_Rekomendasi:_*
Buy on Weaknees PGEO (1,620)
Target Price: 1,650 - 1,700
Stop Loss jika di bawah 1,570
Keterangan: Consolidation, entry level: 1580-1620
Buy on Weaknees TPIA (9,225)
Target Price: 9,400 - 9,675
Stop Loss jika di bawah 8,925
Keterangan: Consolidation, entry level: 8950-9225
Buy on Weaknees BBRI (3,880)
Target Price: 3,950 - 4,070
Stop Loss jika di bawah 3,760
Keterangan: Consolidation, entry level: 3760-3880
Buy on Weaknees AMMN (8,250)
Target Price: 8,400 - 8,650
Stop Loss jika di bawah 8,000
Keterangan: Consolidation, entry level: 8025-8250
Buy on Weaknees ENRG (525)
Target Price: 535 - 550
Stop Loss jika di bawah 505
Keterangan: Consolidation, entry level: 510-525
*WACHLIST*
PGEO, ENRG, TPIA, AMMN, BBRI, TOBA
