Pekan Kedua Oktober: Data Padat, Shutdown AS, dan Ujian Stabilitas IHSG-Rupiah | 01 January 1970
*MORNING IDEA SUMMARY*
_by: Erdikha Elit Sekuritas_
Monday, October 6, 2025
- IHSG 8,118 *Menguat* (0.59%)
- IDX Transaction Value 22.9 T
- Net Foreign Buy / Sell 199.93 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 4.75 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_*
- Laba Drop, HDFA Juni 2025 Defisit Rp422 Miliar
- Kundy Wijaya lepas Lagi 3,5 Juta Saham KKES
- TLDN Sebar Dividen Interim Rp200,6M
- BEI Tanya MENN Soal Jora Nilam Lepas 135,2 Juta Saham Tanpa Harga
- Diam-diam, Pengendali ASRI Borong 147,8 Juta Saham
*_Rekomendasi:_*
Speculative Buy NCKL (1,150)
Target Price: 1,170 - 1,205
Stop Loss jika di bawah 1,115
Keterangan: , entry level: 1120-1150
Speculative Buy BREN (9,550)
Target Price: 9,725 - 10,025
Stop Loss jika di bawah 9,250
Keterangan: , entry level: 9270-9550
Speculative Buy ASII (5,825)
Target Price: 5,925 - 6,100
Stop Loss jika di bawah 5,650
Keterangan: , entry level: 5675-5825
Hold / SOS WIFI (3,140)
Target Price: 3,200 - 3,290
Stop Loss jika di bawah 3,040
Keterangan:
Hold / SOS PTRO (7,150)
Target Price: 7,275 - 7,500
Stop Loss jika di bawah 6,925
Keterangan:
*WACHLIST*
BRMS, HMSP, SCMABUKA, JPFA, MDKA, INCO







