Awal Februari Penuh Guncangan: Data RI, Drama MSCI & Shutdown AS Uji Pasar | 01 January 1970
*MORNING IDEA SUMMARY*
_by: Erdikha Elit Sekuritas_
Monday, February 2, 2026
- IHSG 8,330 *Melemah* (0.00%)
- IDX Transaction Value 41.69 T
- Net Foreign Buy / Sell -1.53 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 2.92 percent
- Inflation Rate MoM 0.64 percent
- Interest Rate 4.75 percent
- Balance of Trade 2660 USD Million
- Current Account 4047 USD Million
- Current Account to GDP -0.63 percent of GDP
- Government Debt to GDP 38.8 percent of GDP
- Government Budget -2.92 percent of GDP
- Business Confidence 11.55 points
- Manufacturing PMI 52.6 points
*_Emiten News Highlight_*
- Prapenjualan BSDE Tembus Rp10T, Lampaui Target 2025
- RMKE Umumkan Buyback Saham Rp200 Milia
- Free Float TRIN Disorot BEI, Muncul Nama Rahayu Saraswati
- PT Petrosea Tbk. (PTRO) mendirikan tiga anak usaha baru untuk memperkuat ekosistem bisnis dan mendorong pertumbuhan berkelanjutan.
- BPMA Naikkan Target Lifting 2026, Anak Usaha MEDC dan ENRG Jadi Penopang
*_Rekomendasi:_*
Buy on Weakness JPFA (2,770)
Target Price: 2,820 - 2,900
Stop Loss jika di bawah 2,680
Keterangan: , entry level: 2690-2770
Buy on Weakness PWON (360)
Target Price: 366 - 378
Stop Loss jika di bawah 348
Keterangan: , entry level: 350-360
Buy on Weakness PGAS (2,120)
Target Price: 2,160 - 2,220
Stop Loss jika di bawah 2,050
Keterangan: , entry level: 2060-2120
Buy on Weakness BBTN (1,230)
Target Price: 1,250 - 1,290
Stop Loss jika di bawah 1,190
Keterangan: , entry level: 1200-1230
Buy on Weakness TLKM (3,600)
Target Price: 3,670 - 3,780
Stop Loss jika di bawah 3,490
Keterangan: , entry level: 3500-3600
*WACHLIST*
PGAS, PWON, TPIA,ELSA,SRTG, MORA, SMRA, ASRI, JPFA...BBRI,GOTO
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