IMF Optimistis, RI Catat Investasi Kuat — Tapi Pasar Global Menanti The Fed | 01 January 1970
*MORNING IDEA SUMMARY*
_by: Erdikha Elit Sekuritas_
Friday, August 1, 2025
- IHSG 7,546 *Menguat* (0.83%)
- IDX Transaction Value 18.3 T
- Net Foreign Buy / Sell -1.26 T
*_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:_*
Speculative Buy MAPA (690)
Target Price: 700 - 720
Stop Loss jika di bawah 665
Keterangan: , entry level: 670-690
Speculative Buy MTEL (580)
Target Price: 590 - 605
Stop Loss jika di bawah 560
Keterangan: , entry level: 565-580
Speculative Buy MAPI (1,175)
Target Price: 1,195 - 1,230
Stop Loss jika di bawah 1,135
Keterangan: , entry level: 1140-1175
Speculative Buy CPIN (4,930)
Target Price: 5,025 - 5,175
Stop Loss jika di bawah 4,780
Keterangan: , entry level: 4790-4930
Speculative Buy PANI (16,500)
Target Price: 16,825 - 17,325
Stop Loss jika di bawah 16,000
Keterangan: , entry level: 16025-1650
*WACHLIST*
AMMN, UNVR
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