Investor Waspada: Rebalancing MSCI, Cadangan Devisa & Sentimen Global Bayangi Pasar RI | 01 January 1970
*MORNING IDEA SUMMARY*
_by: Erdikha Elit Sekuritas_
Thursday, August 7, 2025
- IHSG 7,504 *Melemah* (-0.15%)
- IDX Transaction Value 15.78 T
- Net Foreign Buy / Sell 432.89 B
*_Indonesia Macro Economic Indicator_*
- GDP Growth Rate 4.04 percent
- GDP Annual Growth Rate 5.12 percent
- Unemployment Rate 4.76 percent
- Inflation Rate 2.37 percent
- Inflation Rate MoM 0.3 percent
- Interest Rate 5.25 percent
- Balance of Trade 4106 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 11.7 points
- Manufacturing PMI 49.2 points
*_Emiten News Highlight_*
- Pengendali HILL Buang Saham Lagi 75 Juta Lembar
- Laba Naik 103 Persen, Grup Bakrie UNSP Medio 2025 Defisit Rp12 Triliun
- Meroket 989 Persen, SMBR Paruh Pertama 2025 Raup Laba Rp79,62 Miliar
- Semester I-2025, Emiten Suami Puan (RAJA) Catat Laba Anjlok 21 Persen
- Antam (ANTM) Ungkap Penjualan Emas & Nikel Tertinggi Sepanjang Sejarah
*_Rekomendasi:_*
Hold CUAN (1,550)
Target Price: 1,580 - 1,625
Stop Loss jika di bawah 1,500
Keterangan:
Speculative Buy MDKA (2,400)
Target Price: 2,440 - 2,520
Stop Loss jika di bawah 2,320
Keterangan: , entry level: 2330-2400
Hold ANTM (3,080)
Target Price: 3,140 - 3,230
Stop Loss jika di bawah 2,980
Keterangan:
Speculative Buy ISAT (2,280)
Target Price: 2,320 - 2,390
Stop Loss jika di bawah 2,210
Keterangan: , entry level: 2220-2280
Buy on Weakness PGAS (1,690)
Target Price: 1,720 - 1,770
Stop Loss jika di bawah 1,635
Keterangan: , entry level: 1640-1690
*WACHLIST*
INCO, BRMS
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