IHSG & Rupiah Disambut Angin Segar: Inflasi AS Sesuai Ekspektasi, TKDN Direformasi | 01 January 1970
*MORNING IDEA SUMMARY*
_by: Erdikha Elit Sekuritas_
Friday, September 12, 2025
- IHSG 7,748 *Melemah* (0.00%)
- IDX Transaction Value 18.63 T
- Net Foreign Buy / Sell -192.14 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 2.31 percent
- Inflation Rate MoM -0.08 percent
- Interest Rate 5 percent
- Balance of Trade 4180 USD Million
- Current Account -3014 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 51.5 points
*_Emiten News Highlight_*
- Harga Premium! Pengendali HILL Kembali Lego 205 Juta Lembar
- Komisaris KLBF Nyicil Saham Rp1.150 per Lembar
- PTPP Kantongi Kontrak Rp15,28T, Terbesar dari BUMN dan Swasta
- Vale (INCO) Kebut Target 71 Ribu Ton Nikel di 2025
- ELSA Alokasikan 40 Persen Capex Fokus Segmen Hulu Migas
*_Rekomendasi:_*
Trading Bu BBRI (4,080)
Target Price: 4,160 - 4,280
Stop Loss jika di bawah 3,950
Keterangan: , entry level: 3960-4080
Speculative Buy BRIS (2,660)
Target Price: 2,710 - 2,790
Stop Loss jika di bawah 2,580
Keterangan: , entry level: 2590-2660
Speculative Buy BBNI (4,420)
Target Price: 4,500 - 4,640
Stop Loss jika di bawah 4,280
Keterangan: , entry level: 4290-4420
Speculative Buy PGAS (1,750)
Target Price: 1,785 - 1,835
Stop Loss jika di bawah 1,695
Keterangan: , entry level: 1700-1750
Speculative Buy ASII (5,550)
Target Price: 5,650 - 5,825
Stop Loss jika di bawah 5,375
Keterangan: , entry level: 5400-5550
*WACHLIST*
TOBA, BRPT, AADI, SCMA,
