IHSG & Rupiah Tertekan, Pasar Menanti Data Inflasi AS | 01 January 1970
*MORNING IDEA SUMMARY*
_by: Erdikha Elit Sekuritas_
Friday, September 26, 2025
- IHSG 8,041 *Melemah* (0.00%)
- IDX Transaction Value 25.25T
- Net Foreign Buy / Sell 1 T
*_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_*
- Kian Agresif! Astra Group (ASII) Kembali Jaring 10 Juta Saham HEAL
- Izin Investor, BBTN Kebut Spin Off Unit Usaha Syariah
- Anjlok 71,30 Persen, Laba MBMA Juni 2025 Sisa USD5,85 Juta
- Lagi! Green Energy Divestasi 84,64 Juta Saham BREN
- Kurangi Porsi, Kundy Wijaya Jual Satu Juta Saham Kusuma Kemindo (KKES)
*_Rekomendasi:_*
Hold NCKL (1,180)
Target Price: 1,200 - 1,235
Stop Loss jika di bawah 1,140
Keterangan:
Buy on Weakness HMSP (830)
Target Price: 845 - 870
Stop Loss jika di bawah 805
Keterangan: , entry level: 810-830
Speculative Buy CPIN (4,820)
Target Price: 4,910 - 5,050
Stop Loss jika di bawah 4,670
Keterangan: , entry level: 4680-4820
Speculative Buy BRIS (2,670)
Target Price: 2,720 - 2,800
Stop Loss jika di bawah 2,580
Keterangan: , entry level: 2590-2670
Trading Buy JPFA (2,010)
Target Price: 2,050 - 2,110
Stop Loss jika di bawah 1,945
Keterangan: , entry level: 1950-2010
*WACHLIST*
JPFA, ENRG, NCKL, EMTK, BRIS







