BI Gas-Rem Bersamaan, Global Berlapis Risiko, Gimana Pasar? | 01 January 1970
*MORNING IDEA SUMMARY*
_by: Erdikha Elit Sekuritas_
Thursday, November 20, 2025
- IHSG 8,407 *Menguat* (0.53%)
- IDX Transaction Value 30.03 T
- Net Foreign Buy / Sell 812.92 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_*
- Bangun SDM Unggul, WSKT Garap Sekolah Rakyat di Sulsel Rp1,23T
- Perdana! Catur Dharma Angkut 87 Juta Saham TRUK Harga Bawah
- BTPS Guyur Dividen Rp39,5 per Lembar,
- Target Pendapatan dan Laba 2026 Naik 30 Persen, Capex KDTN Rp30M
- Genjot Free Float, Harimas Lepas 600 Juta Saham IMPC
*_Rekomendasi:_*
Buy on Breakout BMRI (4,850)
Target Price: 4,940 - 5,075
Stop Loss jika di bawah 4,700
Keterangan: , entry level: 4710-4850
Trading Buy ISAT (2,120)
Target Price: 2,160 - 2,220
Stop Loss jika di bawah 2,050
Keterangan: , entry level: 2060-2120
Hold TLKM (3,650)
Target Price: 3,720 - 3,830
Stop Loss jika di bawah 3,540
Keterangan:
Buy on Weakness MDKA (2,240)
Target Price: 2,280 - 2,350
Stop Loss jika di bawah 2,170
Keterangan: , entry level: 2180-2240
Speculative Buy BEEF (645)
Target Price: 655 - 675
Stop Loss jika di bawah 625
Keterangan: , entry level: 630-645
*WACHLIST*
BBRI, BBCA, MDKA, PGAS, INET, TINS, SGER, MAPI, ISAT, BFIN
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