Gejolak Global Meningkat: Trump Ancam Tarif 100%, China & AS Rilis Data Genting, RI Tunggu Neraca Dagang & Data Kemiskinan | 01 January 1970
*MORNING IDEA SUMMARY*
_by: Erdikha Elit Sekuritas_
Tuesday, July 15, 2025
- IHSG 7,097 *Menguat* (0.71%)
- IDX Transaction Value 19.07 T
- Net Foreign Buy / Sell -1.13 T
*_Indonesia Macro Economic Indicator_*
- GDP Growth Rate -0.98 percent
- GDP Annual Growth Rate 4.87 percent
- Unemployment Rate 4.76 percent
- Inflation Rate 1.87 percent
- Inflation Rate MoM 0.19 percent
- Interest Rate 5.5 percent
- Balance of Trade 4302 USD Million
- Current Account -177 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 7.63 points
- Manufacturing PMI 46.9 points
*_Emiten News Highlight_*
- Salim Grup Lego 160 Juta Saham AMMN via Broker Boy Thohir
- KJEN Catat Laba Anjlok 73,8 Persen Sisa Rp157 Juta di Semester I-2025
- WIR Asia (WIRG) Sisakan Dana IPO di Bank CIMB Niaga, Bunga 2,5 Persen
- Kejutan! BlackRock & Vanguard Masuk Saham BBRI Bareng JP Morgan
- Direktur IMPC Koleksi Saham Harga Rp300 per lembar
*_Rekomendasi:_*
Buy on Weakness ENRG (368)
Target Price: 374 - 386
Stop Loss jika di bawah 356
Keterangan: , entry level: 358-368
Hold BREN (7,300)
Target Price: 7,425 - 7,650
Stop Loss jika di bawah 7,075
Keterangan: Bullish Breakaway
Hold PGEO (1,480)
Target Price: 1,505 - 1,550
Stop Loss jika di bawah 1,435
Keterangan: Consolidation
Hold MBMA (500)
Target Price: 510 - 525
Stop Loss jika di bawah 484
Keterangan: Consolidation
Buy on Weakness BRMS (436)
Target Price: 444 - 456
Stop Loss jika di bawah 422
Keterangan: , entry level: 424-436
*WACHLIST*
RATU, AMMN, JPFA, AKRA, TPIA
