Benteng Rupiah, Konflik Asia, dan Arah BI Rate | 01 January 1970
*MORNING IDEA SUMMARY*
_by: Erdikha Elit Sekuritas_
Wednesday, November 19, 2025
- IHSG 8,381 *Melemah* (0.00%)
- IDX Transaction Value 193.72 T
- Net Foreign Buy / Sell 281.3 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_*
- WSKT Garap Proyek SR Sulsel Rp1,23 Triliun
- Aksi Senyap! Capital Strategic Lego 2,5 Miliar Saham CASA
- Buyback, Grup Bakrie (DEWA) Siapkan Anggaran Rp1,66 Triliun
- Tambah Muatan, UBS Group Gulung 2,28 Miliar Saham BUMI
- Sawit Sumbermas (SSMS) Raih Kredit Sindikasi Maksimal Senilai Rp5,2T
*_Rekomendasi:_*
Buy on Weakness TLKM (3,620)
Target Price: 3,690 - 3,800
Stop Loss jika di bawah 3,510
Keterangan: , entry level: 3520-3620
Buy on Weakness ASII (6,425)
Target Price: 6,550 - 6,725
Stop Loss jika di bawah 6,225
Keterangan: , entry level: 6250-6425
Buy on Weakness BBNI (4,460)
Target Price: 4,540 - 4,680
Stop Loss jika di bawah 4,320
Keterangan: , entry level: 4330-4460
Buy on Weakness BMRI (4,790)
Target Price: 4,880 - 5,025
Stop Loss jika di bawah 4,640
Keterangan: , entry level: 4650-4790
Buy on Weakness BBRI (3,970)
Target Price: 4,040 - 4,160
Stop Loss jika di bawah 3,850
Keterangan: , entry level: 3860-3970
*WACHLIST*
LKM, ASII, BUMI, TEBE, AKRA, ISAT







