Research & Stock Picks

Morning Briefs

27 November 2023

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IHSG Berpotensi Melanjutkan Penguatan

Pada penutupan Jumat lalu (24/11), pasar AS bergerak sideways. Dow Jones menguat +0.33%, S&P 500 menguat +0.06%, dan Nasdaq melemah -0.11%. Indeks utama pasar AS berhasil membukukan rentetan minggu positif selama empat pekan berturut-turut di tengah tren penurunan yield US Treasury. Yield UST 10Y menguat +0.43% (+0.019 bps) pada level 4.472%, dan USD index melemah -0.35% ke level 103.4.

 

Pasar komoditas terpantau melemah pada Jumat (24/11) kemarin; minyak WTI melemah -1.07%  ke level USD 75.54/bbl, Brent melemah -1.03% ke level USD 80.6/bbl, harga batubara melemah -0.08% di level USD 127.9/ton, dan CPO melemah -1.49% ke level MYR 3,890. Harga emas terpantau menguat +0.47% ke level USD 2,023.5/toz).

 

Bursa Asia bergerak sideways pada Jumat (24/11) kemarin. Kospi melemah -0.73%, Nikkei menguat +0.52%, Hang Seng menguat +0.99%, dan Shanghai melemah -0.68%. IHSG ditutup menguat +0.08% ke level 7,009.6. Indeks Saham Syariah Indonesia (ISSI) juga ditutup menguat +0.23% ke level 207.7. Investor asing pada Jumat kemarin mencatatkan keseluruhan net buy sebesar IDR 943.4 miliar. Pada pasar reguler, investor asing mencatatkan net buy sebesar IDR 877.2 miliar, dan pasar negosiasi mencatatkan net buy asing sebesar IDR 66.2 miliar. Net buy asing tertinggi di pasar reguler didominasi oleh BBRI (IDR 178.1 miliar), GOTO (IDR 134.9 miliar), dan BBNI (IDR 122.1 miliar). Net sell asing tertinggi di pasar reguler dicatat oleh BREN (IDR 43.7 miliar), BUMI (IDR 12.4 miliar), dan ACES (IDR 9.8 miliar). Selain itu, top sector gainer adalah sektor IDXTECH, sementara yang menjadi top sektor loser datang dari IDXINFRA. Top leading movers emiten adalah AMMN, BBRI, DCI, sementara top lagging movers emiten adalah BREN, CPIN, BMRI.

 

Pagi ini Nikkei menguat +0.27% dan Kospi menguat +0.22%. Kami memperkirakan IHSG berpotensi menguat pada hari ini, seiring dengan sentimen beragam dari pergerakan bursa global dan bursa regional.

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RSH-231127 - English
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RSH-231127 - English
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