Research & Stock Picks

Morning Briefs

11 August 2023

By

Samuel Daily Research 11 August 2023

IHSG Berpotensi Menguat

 

Bursa AS ditutup menguat pada Kamis (10/8): Dow Jones +0.18%, S&P 500 +0.03% dan Nasdaq +0.12%. Pasar AS bergerak menguat seiring dengan hasil pendapatan Disney yang di atas ekspektasi dan data inflasi yang lebih rendah dari ekspektasi pasar di level +3.2% YoY (cons: +3.3%). Yield UST 10Y naik +0.105bps (+2.62%) ke level 4.12% dan USD Index menguat +0.13% ke level 102.6.

 

Pasar komoditas terpantau bergerak melemah: minyak turun -1.58% ke level USD 82.9/bbl, batubara naik +0.35% ke level USD 143/ton, nikel melemah -0.43% ke level USD 20,430 dan CPO melemah -1.0% di level MYR 3,727. Sedangkan harga emas terpantau melemah -0.21%  ke level USD 1,945/toz.

 

Bursa Asia pada Kamis (10/8) ditutup menguat: Nikkei menguat +0.84%, Hang Seng menguat +0.01%, dan Shanghai menguat +0.31%, sedangkan EIDO ditutup menguat +0.13%. IHSG ditutup menguat +0.26% ke level 6,893.3 dengan investor asing hari ini mencatatkan keseluruhan net sell sebesar IDR 17,922.7 miliar. Di pasar reguler, investor asing mencatatkan net buy sebesar IDR 428.9 miliar, dan pada pasar negosiasi tercatat net sell asing sebesar IDR 18,351.6 miliar. Net sell asing tertinggi di pasar reguler dicetak oleh ASII (IDR 61.5 miliar), GOTO (IDR 49.9 miliar), dan BBRI (IDR 44.6 miliar). Net buy asing tertinggi di pasar reguler dicatatkan oleh BBCA (IDR 244.2 miliar), BMRI (IDR 147.4 miliar), dan BBNI (IDR 73.1 miliar). Top leading movers emiten BYAN, BMRI, TLKM, sementara top lagging movers emiten ASII, AMRT, MDKA.

 

Pagi ini Nikkei tutup dan KOSPI dibuka menguat +0.38%. Kami perkirakan IHSG hari ini akan bergerak menguat, seiring dengan sentimen global dan regional.

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