Laporan keuangan 2Q25 mayoritas emiten masih di bawah ekspektasi, dengan penurunan laba inti dan tekanan di sektor perbankan, konsumsi, telekomunikasi, serta poultry, meski emas dan sebagian nikel mencatatkan hasil positif.
Menariknya, IHSG justru melonjak +8,0% MoM pada Juli 2025, ditopang saham big caps dan partisipasi ritel yang meningkat di tengah aksi jual asing. Kami menurunkan proyeksi EPS FY25 menjadi 0,5% namun tetap mempertahankan target IHSG di 7.400 (fundamental) dan 8.120 (likuiditas).
Samuel Sekuritas Indonesia is a leading Indonesian securities brokerage firm. Established in 1997, the firm has grown to become one of the most respected and trusted financial services companies in the country. With a wide range of services and products, Samuel Sekuritas Indonesia has become a trusted partner to many investors, both institutional and individual.
The company offers a variety of financial services, including equity, debt and derivative securities brokerage services, research and portfolio management, asset management and capital market services, as well as a range of other investment solutions. Samuel Sekuritas Indonesia is also a leader in providing financial education and training, and has established itself as a leading provider of investor relations services.
The company has a strong research capability and is committed to providing its clients with up-to-date and reliable market analysis and recommendations. It also has a team of experienced and knowledgeable professionals who are dedicated to providing quality service to its clients. As a result, Samuel Sekuritas Indonesia has become a preferred partner for many investors in Indonesia.
In addition to its financial services, Samuel Sekuritas Indonesia also offers a range of other services, such as corporate finance and advisory services, mergers and acquisitions, and venture capital.