BI & The Fed Kompak Pangkas Bunga, Pasar RI Punya Angin Segar | 01 January 1970
MORNING IDEA SUMMARY
by: Erdikha Elit Sekuritas
Thursday, September 18, 2025
- IHSG 8,008 Melemah (-0.21%)
- IDX Transaction Value 18.27 T
- Net Foreign Buy / Sell -151.53 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
- Emiten Aguan (PANI) Right Issue 1,21 Miliar Helai,
- UBS Group Buang 105,42 Juta Saham Grup Bakrie (BUMI) Harga Pasar
- Izin Investor, GMFI Rancang Right Issue 124,26 Miliar Lembar
- Laba Bersih Sawit Sumbermas Sarana (SSMS) Naik 80,2% Jadi Rp691,44M
- Investor Lego Saham PPRI 10 Juta Lembar Senilai Rp4M
Rekomendasi:
Trading Buy BBRI (4,220)
Target Price: 4,300 - 4,430
Stop Loss jika di bawah 4,090
Keterangan: , entry level: 4100-4220
Trading Buy BBNI (4,450)
Target Price: 4,530 - 4,670
Stop Loss jika di bawah 4,310
Keterangan: , entry level: 4320-4450
Trading Buy PWON (392)
Target Price: 398 - 410
Stop Loss jika di bawah 380
Keterangan: , entry level: 382-392
Trading Buy BBTN (1,390)
Target Price: 1,415 - 1,455
Stop Loss jika di bawah 1,345
Keterangan: , entry level: 1350-1390
Speculative Buy KRAS (316)
Target Price: 322 - 330
Stop Loss jika di bawah 306
Keterangan: , entry level: 308-316
WACHLIST
KRAS, BRPT, BUMI, EXCL







