Research & Stock Picks

Morning Briefs

05 February 2024

By

IHSG Berpotensi Sideways

Pada penutupan Jumat lalu (2/2), pasar AS bergerak menguat. Dow Jones menguat +0.35%, S&P 500 menguat +1.07%, dan Nasdaq menguat +1.74%. Pasar kembali mencatatkan pergerakan positif (13 minggu positif di 14 minggu terakhir), didukung oleh data tenaga kerja bulan Januari yang kuat dan laporan keuangan yang solid dari sejumlah raksasa teknologi (Microsoft dan Meta). Yield UST 10Y menguat +3.88% (+0.15 bps) pada level 4.024%, dan USD index menguat +0.83% ke level 103.92.

 

Pasar komoditas terpantau melemah pada Jumat (2/2) kemarin; minyak WTI melemah -2.09%  ke level USD 72.28/bbl, Brent melemah -1.74% ke level USD 77.3/bbl, harga batubara menguat +0.65% di level USD 119.9/ton, dan CPO melemah -0.4% ke level MYR 3,780. Harga emas terpantau melemah -0.84% ke level USD 2,035.7/toz).

 

Bursa Asia bergerak sideways pada Jumat (15/12) kemarin. Kospi menguat +2.87%, Nikkei menguat +0.41%, Hang Seng melemah -0.21%, dan Shanghai melemah -1.46%. IHSG ditutup menguat +0.52% ke level 7,238.8. Indeks Saham Syariah Indonesia (ISSI) juga ditutup menguat +0.37% ke level 212.5. Investor asing pada Jumat kemarin mencatatkan keseluruhan net buy sebesar IDR 1.46 trilliun. Pada pasar reguler, investor asing mencatatkan net buy sebesar IDR 1.11 trilliun, dan pasar negosiasi mencatatkan net buy asing sebesar IDR 358.7 miliar. Net buy asing tertinggi di pasar reguler didominasi oleh BBRI (IDR 461.4 miliar), BMRI (IDR 238.6 miliar), dan BBCA (IDR 96.7 miliar). Net sell asing tertinggi di pasar reguler dicatat oleh ANTM (IDR 16.6 miliar), MDKA (IDR 16.1 miliar), dan ITMG (IDR 14.5 miliar). Selain itu, top sector gainer adalah sektor IDXHLTH, sementara yang menjadi top sektor loser datang dari IDXENER. Top leading movers emiten adalah BBCA, TLKM, BBRI, sementara top lagging movers emiten SMMA, BMRI, MDKA.

 

Pagi ini Nikkei menguat +0.59% dan Kospi melemah -0.98%. Kami memperkirakan IHSG berpotensi sidewayspada hari ini, seiring dengan sentimen beragam dari pergerakan bursa global dan bursa regional.

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