Pasar Volatile: Ujian Fiskal Domestik & Tekanan Eksternal | 01 January 1970
*MORNING IDEA SUMMARY*
_by: Erdikha Elit Sekuritas_
Tuesday, September 23, 2025
- IHSG 8,101 *Menguat* (0.76%)
- IDX Transaction Value 23.08 T
- Net Foreign Buy / Sell 491.7 B
*_Indonesia Macro Economic Indicator_*
- GDP Growth Rate 4.04 percent
- GDP Annual Growth Rate 5.12 percent
- Unemployment Rate 4.76 percent
- Inflation Rate 2.31 percent
- Inflation Rate MoM -0.08 percent
- Interest Rate 4.75 percent
- Balance of Trade 4180 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 11.7 points
- Manufacturing PMI 51.5 points
*_Emiten News Highlight_*
- Grup Sinarmas (DSSA) Beber Transaksi Jumbo Rp32,4 Triliun
- Matra Tri Abadi Kini Kuasai 54,88% Saham Aviana Sinar Abadi (IRSX)
- Masih Jadi Andalan, Layanan Cicil Emas BSI (BRIS) Capai Rp9 Triliun
- Angkutan Tambang Grup Bakrie (ALII) Raih Laba Naik 14,5% di Medio 2025
- BSI (BRIS) Cetak Laba Rp3,74T, Tumbuh 10,3% di Semester I
*_Rekomendasi:_*
Trading Buy ANTM (3,580)
Target Price: 3,650 - 3,750
Stop Loss jika di bawah 3,470
Keterangan: , entry level: 3480-3580
Trading Buy CDIA (1,785)
Target Price: 1,820 - 1,870
Stop Loss jika di bawah 1,730
Keterangan: , entry level: 1740-1785
Speculative Buy ARCI (950)
Target Price: 965 - 995
Stop Loss jika di bawah 920
Keterangan: , entry level: 925-950
Speculative Buy HRTA (885)
Target Price: 900 - 925
Stop Loss jika di bawah 855
Keterangan: , entry level: 860-885
Hold/SOS BRPT (3,220)
Target Price: 3,280 - 3,380
Stop Loss jika di bawah 3,120
Keterangan:
*WACHLIST*
CUAN, TOBA, BUMI, MBMA, INDY, MDKA







