Tekanan Ganda Fiskal & Eksternal: Akhir Pekan Menantang untuk Pasar Indonesia | 01 January 1970
*MORNING IDEA SUMMARY*
_by: Erdikha Elit Sekuritas_
Friday, November 21, 2025
- IHSG 8,420 *Menguat* (0.16%)
- IDX Transaction Value 19.65 T
- Net Foreign Buy / Sell 1.27 T
*_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_*
- Lagi! Chengdong Divestasi 3,7 Miliar Saham Grup Bakrie (BUMI)
- Sampoerna Agro (SGRO) Eksekusi Transaksi Rp316,01 Miliar
- ASSA Ungkap Transaksi Baru Rp500M
- BRRC Melejit Usai Noprian Fadli Transaksi 50 Juta Lembar di Pasar Nego
- Terkuak! Pengendali SGRO Lepas 65,72% Saham ke Investor Dubai Rp9,4T
*_Rekomendasi:_*
Buy on Breakout BMRI (4,940)
Target Price: 5,025 - 5,175
Stop Loss jika di bawah 4,790
Keterangan: , entry level: 4800-49440
Buy on Weakness BREN (9,800)
Target Price: 9,975 - 10,275
Stop Loss jika di bawah 9,500
Keterangan: , entry level: 9525-9800
Buy on Weakness WIFI (3,700)
Target Price: 3,770 - 3,880
Stop Loss jika di bawah 3,580
Keterangan: , entry level: 3580-3700
Speculative Buy GZCO (312)
Target Price: 318 - 326
Stop Loss jika di bawah 302
Keterangan: , entry level: 304-312
Buy on Weakness RAJA (4,990)
Target Price: 5,075 - 5,225
Stop Loss jika di bawah 4,840
Keterangan: , entry level: 4450-4990
*WACHLIST*
BBCA, BUVA,CUAN, ASII, CDIA, RATU, SGER, DSNG, MAPI, MAPA
Download PDF
: