Research & Stock Picks

Morning Briefs

03 April 2024

By

IHSG Berpotensi Melemah Hari Ini

Bursa AS ditutup melemah pada Selasa (02/04): Dow Jones -1.00%, S&P 500 -0.72% dan Nasdaq -0.95%. Investor menilai data inflasi dan beberapa data ekonomi lainnya yang rilis pada awal pekan mengurangi kemungkinan The Fed menurunkan suku bunga pada Juni mendatang. Yield UST 10Y naik +1.04% ke level 4.357 dan USD Index turun -0.19% ke level 104.816.

 

Pasar komoditas terpantau bergerak menguat pada Selasa (02/04):  minyak +1.72% ke level USD 88.9/bbl; batubara +0.75% ke level USD 134.0/ton; nikel +2.09% ke level USD 17,031; CPO +1.05% di level MYR 4,312, dan harga emas +1.30% ke level USD 2,280/toz.

 

Pasar Asia bergerak cenderung menguat pada Rabu Selasa (02/04): Nikkei +0.09%, Hang Seng +2.36%, Shanghai -0.08%, dan KOSPI +0.19%. IHSG mengakhiri sesi kemarin dengan ditutup di level 7,237.0 (+0.44%) dengan investor asing mencatatkan keseluruhan net sell sebesar IDR 1769.4 miliar. Di pasar reguler, investor asing mencatatkan net sell sebesar IDR 1165.5 miliar, dan pada pasar negosiasi tercatat net sell asing sebesar IDR 603.9 miliar. Net sell asing tertinggi di pasar reguler dicetak oleh BBRI (IDR 907.7 miliar), BMRI (IDR 292.1 miliar), dan BBNI (IDR 260.5 miliar). Net buy asing tertinggi di pasar reguler dicatatkan oleh TPIA (IDR 98.9 miliar), UNTR (IDR 90.4 miliar), dan BRPT (IDR 59.5 miliar). Top leading movers emiten TPIA, BREN, GOTO, sementara top lagging movers emiten BBRI, BBNI, TLKM.

 

Pagi ini NIKKEI dibuka -1.05% dan KOSPI -0.98%. Kami memperkirakan IHSG berpotensi melemah hari ini, seiring dengan sentimen negatif dari pergerakan bursa global dan regional.

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RSH-240403 - English
RSH-240403

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RSH-240403 - English
RSH-240403

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