The Fed Siap Pangkas Bunga, RI Bersiap Nikmati Arus Modal Asing | 01 January 1970
*MORNING IDEA SUMMARY*
_by: Erdikha Elit Sekuritas_
Monday, August 25, 2025
- IHSG 7,859 *Melemah* (0.00%)
- IDX Transaction Value 16.02 T
- Net Foreign Buy / Sell 424.8 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_*
- Laba Lenyap! Medio 2025 ARTA Boncos 825 Persen
- Aksi Senyap! Nomura Gulung 964,75 Juta Saham BEST
- Emiten Boy Thohir–Jerry Ng (BFIN) Kantongi Kredit Rp2T dari BNI
- PTPP–ADHI Terseret! Kontrak Baru Konstruksi Anjlok 38 Persen
- Lego 641,87 Juta Saham WIRG, Laut Biru Dulang Rp107,83 Miliar
*_Rekomendasi:_*
Speculative Buy BREN (8,525)
Target Price: 8,675 - 8,950
Stop Loss jika di bawah 8,250
Keterangan: , entry level: 8275-8525
Speculative Buy BMRI (4,890)
Target Price: 4,980 - 5,125
Stop Loss jika di bawah 4,740
Keterangan: , entry level: 4750-4890
Trading Buy MEDC (1,240)
Target Price: 1,260 - 1,300
Stop Loss jika di bawah 1,200
Keterangan: , entry level: 1210-1240
Trading Buy BBRI (4,100)
Target Price: 4,180 - 4,300
Stop Loss jika di bawah 3,970
Keterangan: , entry level: 3980-4100
Speculative Buy MAPI (1,350)
Target Price: 1,375 - 1,415
Stop Loss jika di bawah 1,305
Keterangan: , entry level: 1310-1350
*WACHLIST*
MAPI, CMRY, EXCL, TLKM
