Paradoks Likuiditas & Tekanan Eksternal Asia | 01 January 1970
*MORNING IDEA SUMMARY*
_by: Erdikha Elit Sekuritas_
Tuesday, November 18, 2025
- IHSG 8,417 *Melemah* (0.00%)
- IDX Transaction Value 21.08 T
- Net Foreign Buy / Sell 710.06 B
*_Indonesia Macro Economic Indicator_*
- GDP Growth Rate 1.43 percent
- GDP Annual Growth Rate 5.04 percent
- Unemployment Rate 4.85 percent
- Inflation Rate 2.86 percent
- Inflation Rate MoM 0.28 percent
- Interest Rate 4.75 percent
- Balance of Trade 4344 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 11.55 points
- Manufacturing PMI 51.2 points
*_Emiten News Highlight_*
- Cum Date Hari Ini, Emtek (EMTK) Serok Saham SCMA Rp468,61 Miliar
- Tambah Muatan, Bos JAYA Angkut 9,39 Juta Lembar
- Profit Taking, Pengendali AWAN Lego 28,61 Juta Lembar
- Private Placement Rp60 M, PTDU Punya Pengendali Baru
- Emiten Milik Hapsoro (RATU) Cetak Laba Naik 28,1% di Kuartal III-2025
*_Rekomendasi:_*
Buy on Weakness TLKM (3,610)
Target Price: 3,680 - 3,790
Stop Loss jika di bawah 3,500
Keterangan: , entry level: 3510-3610
Buy on Weakness ASII (6,450)
Target Price: 6,575 - 6,750
Stop Loss jika di bawah 6,250
Keterangan: , entry level: 3275-6450
Buy on Weakness PGAS (1,750)
Target Price: 1,785 - 1,835
Stop Loss jika di bawah 1,695
Keterangan: , entry level: 1700-1750
Hold BMRI (4,820)
Target Price: 4,910 - 5,050
Stop Loss jika di bawah 4,670
Keterangan:
Hold/SOS KRAS (424)
Target Price: 432 - 444
Stop Loss jika di bawah 410
Keterangan:
*WACHLIST*
BBRI, HMSP, PGAS, AKRA, SSIA
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