Deflasi China Berlanjut, ULN RI Naik, Efisiensi BUMN & Kanal Aduan Fiskal: Arah Baru IHSG–Rupiah | 01 January 1970
*MORNING IDEA SUMMARY*
_by: Erdikha Elit Sekuritas_
Thursday, October 16, 2025
- IHSG 8,051 *Melemah* (0.00%)
- IDX Transaction Value 29.96 T
- Net Foreign Buy / Sell -1.4T
*_Indonesia Macro Economic Indicator_*
- GDP Growth Rate 4.04 percent
- GDP Annual Growth Rate 5.12 percent
- Unemployment Rate 4.76 percent
- Inflation Rate 2.65 percent
- Inflation Rate MoM 0.21 percent
- Interest Rate 4.75 percent
- Balance of Trade 5488 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 50.4 points
*_Emiten News Highlight_*
- Obral Ratusan Juta Saham DEWA, Madhani Raup Rp61,2 Miliar
- Tjokro Group Caplok GPSO, Saham Karnadi Sisa 27 Persen
- Lagi! UBS AG Lepas 588,9 Juta Saham Grup Bakrie (BUMI)
- Morris Capital Pastikan Kecukupan Dana untuk Tender Wajib Saham PIPA
- Dapat Region 1, WIFI Kuasai 60% Lebih Potensi Pasar Nasional
*_Rekomendasi:_*
Buy on Weakness ANTM (3,400)
Target Price: 3,460 - 3,570
Stop Loss jika di bawah 3,290
Keterangan:
Hold BRMS (1,060)
Target Price: 1,080 - 1,110
Stop Loss jika di bawah 1,025
Keterangan:
Buy on Weakness BRPT (3,890)
Target Price: 3,960 - 4,080
Stop Loss jika di bawah 3,770
Keterangan:
Buy on Weakness RATU (9,000)
Target Price: 9,175 - 9,450
Stop Loss jika di bawah 8,725
Keterangan:
Hold INDY (2,330)
Target Price: 2,370 - 2,440
Stop Loss jika di bawah 2,260
Keterangan:
*WACHLIST*
AADI, ADRO, BRPT, RATU, EMAS, BREN







