Indonesia Bersiap Hadapi Derasnya Data Ekonomi dan Risiko Global | 01 January 1970
*MORNING IDEA SUMMARY*
_by: Erdikha Elit Sekuritas_
Monday, August 4, 2025
- IHSG 7,538 *Melemah* (0.00%)
- IDX Transaction Value 14.98 T
- Net Foreign Buy / Sell -74.04 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 Bersih Cipta Sarana Medika (DKHH) Tembus 75% dari Target 2025
- Susut 31 Persen, Paruh Pertama 2025 Laba TINS Sisa Rp300 Miliar
- Semester I 2025, Laba Emiten Tol Grup Salim (META) Anjlok 36 Persen
- Laba Meroket 222 Persen, GZCO Medio 2025 Defisit Rp1,09 Triliun
- Emiten TP Rachmat (TAPG) Tabur Dividen Interim, Imbal Hasil 2,5 Persen
*_Rekomendasi:_*
Speculative Buy INCO (3,560)
Target Price: 3,630 - 3,730
Stop Loss jika di bawah 3,450
Keterangan: Bullish Harami, entry level: 3460-3560
Hold PGEO (1,685)
Target Price: 1,715 - 1,765
Stop Loss jika di bawah 1,630
Keterangan:
Speculative Buy JPFA (1,685)
Target Price: 1,715 - 1,765
Stop Loss jika di bawah 1,630
Keterangan: Consolidation, entry level: 1640-1685
Speculative Buy BRMS (440)
Target Price: 448 - 462
Stop Loss jika di bawah 426
Keterangan: Consolidation, entry level: 428-440
Hold TPIA (9,600)
Target Price: 9,775 - 10,075
Stop Loss jika di bawah 9,300
Keterangan:
*WACHLIST*
INCO, JPFA, EXCL, TPIA, UNVR, BRMS
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