Ekonomi RI Optimistis Tumbuh 5%, Tapi Waspadai Manufaktur & Modal Asin | 01 January 1970
*MORNING IDEA SUMMARY*
_by: Erdikha Elit Sekuritas_
Tuesday, July 29, 2025
- IHSG 7,615 *Melemah* (0.00%)
- IDX Transaction Value 16.97 T
- Net Foreign Buy / Sell 49.57 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_*
- Laba Naik 30 Persen, BCIC Paruh Pertama 2025 Defisit Rp12,2 Triliun
- Kinerja Era Media Sejahtera (DOOH) Melesat di Paruh Pertama 2025
- Susut 27 Persen, Laba Emiten Aguan-TW (JIHD) Sisa Rp30,51 Miliar
- Surplus 76 Persen, TAPG Paruh Pertama 2025 Raup Laba Rp1,69 Triliun
- Hingga 30 Juni, Lautan Luas (LTLS) Raih Pendapatan Rp4,21 Triliun
*_Rekomendasi:_*
Buy on Weaknees PGEO (1,690)
Target Price: 1,720 - 1,770
Stop Loss jika di bawah 1,635
Keterangan: Consolidation, entry level: 1640-1690
Buy on Weaknees TPIA (9,425)
Target Price: 9,600 - 9,875
Stop Loss jika di bawah 9,125
Keterangan: Consolidation, entry level: 9150-9425
Buy on Weaknees BBRI (3,940)
Target Price: 4,010 - 4,130
Stop Loss jika di bawah 3,820
Keterangan: Consolidation, entry level: 3830-3940
Hold AMMN (8,300)
Target Price: 8,450 - 8,700
Stop Loss jika di bawah 8,050
Keterangan: Consolidation
Hold ENRG (535)
Target Price: 545 - 560
Stop Loss jika di bawah 515
Keterangan: Consolidation
*WACHLIST*
SMRA, BRMS, PTRO, MBMA, SSIA
