Dana Asing Deras & Rebalancing MSCI Bisa Jadi Bensin Baru untuk IHSG! | 01 January 1970
*MORNING IDEA SUMMARY*
_by: Erdikha Elit Sekuritas_
Friday, August 8, 2025
- IHSG 7,490 *Melemah* (-0.18%)
- IDX Transaction Value 16.78 T
- Net Foreign Buy / Sell 666.09 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_*
- Tumbuh 37 Persen, BLOG Semester I-2025 Tabulasi Laba Rp71 Miliar
- Umumkan Buyback, Saham Produsen Tepung Rose Brand Lompat!
- Paruh Pertama 2025, Laba Surya Biru (SBMA) Surplus 26,84 Persen
- Laba Naik 103 Persen, Grup Bakrie UNSP Medio 2025 Defisit Rp12 Triliun
- Meroket 989 Persen, SMBR Paruh Pertama 2025 Raup Laba Rp79,62 Miliar
*_Rekomendasi:_*
Speculative Buy AMRT (2,380)
Target Price: 2,420 - 2,490
Stop Loss jika di bawah 2,300
Keterangan: , entry level: 2310-2380
Speculative Buy ADMR (1,145)
Target Price: 1,165 - 1,200
Stop Loss jika di bawah 1,110
Keterangan: , entry level: 1120-1145
Hold MDKA (2,490)
Target Price: 2,530 - 2,610
Stop Loss jika di bawah 2,410
Keterangan:
Hold ANTM (3,150)
Target Price: 3,210 - 3,300
Stop Loss jika di bawah 3,050
Keterangan:
Hold CUAN (1,460)
Target Price: 1,485 - 1,530
Stop Loss jika di bawah 1,415
Keterangan:
*WACHLIST*
ASII, AKRA, MAPI
