IHSG menguat banyak saham yang teknikalnya mulai bagus buat trading nih
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Buy 8500 lot saham CTRA. Antisipasi teknikal rebound
CTRA ada gap di 770
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HRUM target mansek 1500, Macquarie RX 1900. IHSG menguat banyak saham yang teknikalnya mulai bagus buat trading
MANSEK : We reiterate our Buy call on HRUM with Rp1,500TP. The company is well-known for its 1) low-cost structure; 2) healthy balance sheet; and 3) attractive production growth outlook, with plans to build up to 67.0k tons of MHP, which will begin commercial sales in 2Q26. In 2026, the company targets BSE to reach >70% of installed capacity for the full year.
Indonesian government’s plan to cut nickel supply to support prices.
The government’s plan to reduce nickel miners’ RKAB to 260.0mn–270.0mn wmt this year (below the estimated domestic demand of 295.0mn wmt in 2025) has driven a sharp rise in nickel prices and lifted nickel ore premiums above the official benchmark price (HPM).
Although the RKAB has yet to be fully finalized, as miners are typically allowed to submit revisions in 2H, the policy has created uncertainty over ore availability, particularly for smelters reliant on third-party suppliers and imported feedstock.
Indonesia imported approx. 15.8mn wmt of nickel ores in 2025, up from around 10.0mn wmt in 2024, primarily from the Philippines. With tighter RKAB quotas, imports are projected to exceed 20.0mn wmt, increasing Indonesia’s reliance on external supply to offset the domestic shortfall.
The government’s plan to reduce nickel miners’ RKAB to 260.0mn–270.0mn wmt this year (below the estimated domestic demand of 295.0mn wmt in 2025) has driven a sharp rise in nickel prices and lifted nickel ore premiums above the official benchmark price (HPM).
Although the RKAB has yet to be fully finalized, as miners are typically allowed to submit revisions in 2H, the policy has created uncertainty over ore availability, particularly for smelters reliant on third-party suppliers and imported feedstock.
Indonesia imported approx. 15.8mn wmt of nickel ores in 2025, up from around 10.0mn wmt in 2024, primarily from the Philippines. With tighter RKAB quotas, imports are projected to exceed 20.0mn wmt, increasing Indonesia’s reliance on external supply to offset the domestic shortfall.
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HRUM bakal menguji resistance 1075 jika konfirmasi breakout cerita chart reversal
Level breakout HRUM 1075
Di market jangan jadi peramal, tapi jadi follower yang baik. Kendarai trend, waktu ada badai diam, waktu cuaca mendukung gass
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Buy 8500 lot saham CTRA. Antisipasi teknikal rebound
CTRA sedikit lagi tutup gap
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Buy 8500 lot saham CTRA. Antisipasi teknikal rebound
CTRA bakal menguji resistance 790