Research & Stock Picks

Morning Briefs

04 August 2023

By

Samuel Daily Research 4 August 2023

IHSG Berpotensi Melemah

 

Bursa AS ditutup melemah pada Kamis (3/8): Dow Jones -0.19%, S&P 500 -0.25% dan Nasdaq -0.10%. Pasar AS bergerak melemah seiring dengan kenaikan imbal hasil treasury ke tertinggi sejak November dan sentimen menjelang laporan pekerjaan yang akan dirilis pada Jumat. Yield UST 10Y turun -0.011bps (-0.26%) ke level 4.18% dan USD Index turun -0.1% ke level 102.3.

 

Pasar komoditas terpantau bergerak mixed: minyak naik +2.3% ke level USD 85.1/bbl, batubara naik +2.4% ke level USD 141.5/ton, nikel menguat +0.15% ke level USD 21,485 dan CPO melemah -2.3% di level MYR 3,824. Sedangkan harga emas terpantau melemah -0.02%  ke level USD 1,934/toz.

 

Bursa Asia pada Kamis (3/8) ditutup melemah: Nikkei turun -1.68%, Hang Seng melemah -0.49%, dan Shanghai menguat +0.58%, sedangkan EIDO ditutup menguat +1.04%. IHSG ditutup menguat +0.64% ke level 6,898.1 dengan investor asing hari ini mencatatkan keseluruhan net buy sebesar IDR 432.9 miliar. Di pasar reguler, investor asing mencatatkan net buy sebesar IDR 421.7 miliar, dan pada pasar negosiasi tercatat net buy asing sebesar IDR 11.2 miliar. Net buy asing tertinggi di pasar reguler dicatatkan oleh BMRI (IDR 104.4 miliar), BBCA (IDR 76.7 miliar), dan BBNI (IDR 75.9 miliar). Net sell asing tertinggi di pasar reguler dicetak oleh TLKM (IDR 51.2 miliar), BBRI (IDR 31.8 miliar), dan UNVR (IDR 20.9 miliar). Top leading movers emiten BMRI, KLBF, TLKM, sementara top lagging movers emiten BYAN, ASII, MAPI.

 

Pagi ini Nikkei dibuka melemah -0.57% dan KOSPI dibuka menguat +0.04%. Kami perkirakan IHSG hari ini akan bergerak melemah, seiring dengan sentimen global dan regional.

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RSH-230804
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