IMF Optimistis, RI Catat Investasi Kuat — Tapi Pasar Global Menanti The Fed | 01 January 1970
*MORNING IDEA SUMMARY*
_by: Erdikha Elit Sekuritas_
Wednesday, July 30, 2025
- IHSG 7,632 *Menguat* (0.18%)
- IDX Transaction Value 14.28 T
- Net Foreign Buy / Sell -420.74 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_*
- Drop 160 Persen, RANC Medio 2025 Boncos Rp35,89 Miliar
- Laba dan Pendapatan Melesat, Simak Kinerja BIRD Semester I-2025
- Semester I-2025, Laba Bank KB Bukopin (BBKP) Melejit 112 Persen
- Surplus 35 Persen, PWON Paruh Pertama 2025 Raup Laba Rp1,13 Triliun
- ISEA Catat Lonjakan Penjualan 113,8% di Semester I-2025
*_Rekomendasi:_*
Trading Buy MEDC (1,320)
Target Price: 1,345 - 1,385
Stop Loss jika di bawah 1,280
Keterangan: Consolidation, entry level: 1290-1320
Speculative Buy RAJA (2,500)
Target Price: 2,550 - 2,620
Stop Loss jika di bawah 2,420
Keterangan: Consolidation, entry level: 1430-2500
Speculative Buy JPFA (1,685)
Target Price: 1,715 - 1,765
Stop Loss jika di bawah 1,630
Keterangan: Consolidation, entry level: 1640-1685
Hold PGEO (1,830)
Target Price: 1,865 - 1,920
Stop Loss jika di bawah 1,775
Keterangan: Consolidation
Hold ENRG (560)
Target Price: 570 - 585
Stop Loss jika di bawah 540
Keterangan: Consolidation
*WACHLIST*
JPFA, MYOR, CMRY, MEDC, CUAN, RAJA
