Jurus Pajak Purbaya, Sinyal Dovish Powell, & Risiko China: Arah Baru untuk Rupiah–IHSG | 01 January 1970
*MORNING IDEA SUMMARY*
_by: Erdikha Elit Sekuritas_
Wednesday, October 15, 2025
- IHSG 8,067 *Melemah* (0.00%)
- IDX Transaction Value 32 T
- Net Foreign Buy / Sell -1.36 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 2.65 percent
- Inflation Rate MoM 0.21 percent
- Interest Rate 4.75 percent
- Balance of Trade 5488 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 50.4 points
*_Emiten News Highlight_*
- Produksi Nikel DKFT Naik 18 Persen di Kuartal III-2025
- Dua Investor Kakap Lego 5,25 Miliar Saham Grup Bakrie (BNBR)
- Makin Bengkak, Kuartal III 2025 WSKT Defisit Rp19,46 Triliun
- Bes Trust Kurangi Porsi, Andry Hakim Serok Ratusan Juta Saham CBRE
- PLIN Salurkan Dividen Interim Rp76 per Lembar,
*_Rekomendasi:_*
Hold ANTM (3,350)
Target Price: 3,410 - 3,510
Stop Loss jika di bawah 3,240
Keterangan:
Hold BRMS (1,090)
Target Price: 1,110 - 1,140
Stop Loss jika di bawah 1,055
Keterangan:
Hold ARCI (1,380)
Target Price: 1,405 - 1,445
Stop Loss jika di bawah 1,335
Keterangan:
Hold ENRG (1,080)
Target Price: 1,100 - 1,130
Stop Loss jika di bawah 1,045
Keterangan:
Hold INDY (2,370)
Target Price: 2,410 - 2,480
Stop Loss jika di bawah 2,290
Keterangan:
*WACHLIST*
WIFI, NCKL, EMAS, PANI, ADMR







