Research & Stock Picks

Morning Briefs

25 July 2024

By

IHSG Berpotensi Melemah Hari Ini

Bursa AS ditutup melemah pada Rabu (24/7): Dow Jones -1.25%, S&P 500 -2.31%, dan Nasdaq -3.64%. Nasdaq turun lebih dari 3.5% dalam hari terburuk sejak 2022 setelah Tesla, Alphabet memicu penjualan besar-besaran saham teknologi besar.Yield UST 10Y naik +0.45% (+0.019 bps) ke 4.282%, dan indeks USD turun -0.05% ke 104.4.

 

Pasar komoditas ditutup mixed pada Rabu (24/7); Minyak WTI +0.08% ke USD 77.48/bbl, batu bara +0.25% ke USD 138.5/ton, CPO -0.68% ke MYR 3,926, dan emas -0.55% ke USD 2,443.9/toz.

 

Bursa Asia ditutup melemah pada Rabu (24/7): Kospi –0.56%, Hang Seng -0.91%, Nikkei -1.26% dan Shanghai -0.46%. IHSG menutup sesi di level 7,262 (-0.70%), dengan keseluruhan net sell sebesar IDR 618.4 miliar.Di pasar reguler, investor asing mencatatkan net sell sebesar IDR 623.3 miliar, dan pada pasar negosiasi tercatat net buy asing sebesar IDR 4.9 miliar. Net sell asing tertinggi di pasar reguler dicetak oleh BMRI (IDR 287.4 miliar), BBRI (IDR 179.9 miliar), dan TLKM (IDR 106.4 miliar). Net buy asing tertinggi di pasar reguler dicatatkan oleh ASII (IDR 65.6 miliar), ISAT (IDR 54.3 miliar), dan AMMN (IDR 52.4 miliar). Top leading movers emiten AMMN, ASII, BBNI, sementara top lagging movers emiten BMRI, TLKM, BREN.

 

Baik Kospi (-1.44%) maupun Nikkei (-2.28%) dibuka melemah pagi ini. Kami memperkirakan IHSG akan melemah hari ini, mengingat sentimen negatif dari pasar global dan regional.

Share This:

Highlights

Download PDF

Download PDF

RSH-240725
RSH-240725 - English

Download PDF

RSH-240725
RSH-240725 - English

More Related

pertumbuhan film

Company Reports

Sep 13, 2024

FILM: BUY (Maintain), TP: IDR 7,000 (from 5,500) – Love is in the Air

Technical Stock Analysis

Sep 13, 2024

Daily Stock Technical – 13 Sep, 2024

Morning Briefs

Sep 13, 2024

IHSG Berpotensi Menguat Hari Ini

laba astra

Company Reports

Sep 12, 2024

ASII: 8M24 Auto Sales

Company Reports

Sep 12, 2024

DCII: Non-rated – Powering the Digital Revolution

Economic Reports

Sep 12, 2024

Samuel Daily Economic Report 12 September 2024

Morning Briefs

Sep 12, 2024

IHSG Diperkirakan Bergerak Sideways Hari Ini

Technical Stock Analysis

Sep 12, 2024

Daily Stock Technical – 12 Sep, 2024

Company Reports

Sep 11, 2024

Poultry Weekly (09 September 2024)

Economic Reports

Sep 11, 2024

Samuel Daily Economic Report 11 September 2024

Morning Briefs

Sep 11, 2024

IHSG Diperkirakan Melemah Hari Ini

Technical Stock Analysis

Sep 11, 2024

Daily Stock Technical – 11 Sep, 2024

Economic Reports

Sep 10, 2024

Indonesia Retail Sales Index: 10 September 2024

Morning Briefs

Sep 10, 2024

Samuel Daily Report 10 September 2024

Technical Stock Analysis

Sep 10, 2024

Daily Stock Technical – 10 Sep, 2024

Economic Reports

Sep 10, 2024

Samuel Daily Economic Report 10 September 2024

harga emas turun

Company Reports

Sep 9, 2024

Gold Weekly (09 September 2024): USD 2,500/Oz (-0.6% WoW)

harga tembaga tertekan

Company Reports

Sep 9, 2024

Copper Weekly (09 September 2024): USD 8,930/ton (-2.7% WoW)

harga batubara tertekan

Company Reports

Sep 9, 2024

Coal Weekly (09 September 2024): USD 142/ton (-2.2% WoW)

pertumbuhan solid oil n gas

Company Reports

Sep 9, 2024

Oil Weekly (09 September 2024): USD 73.5/bbl (-7.7% WoW)

Company Reports

Sep 9, 2024

Nickel Weekly (09 September 2024): USD 16,072/ton (-4.1% WoW)

Economic Reports

Sep 9, 2024

Indonesia Consumer Confidence Index: 9 September 2024

Economic Reports

Sep 9, 2024

Samuel Weekly Economic Insights 1st Week of September 2024

Morning Briefs

Sep 9, 2024

IHSG Berpotensi Melemah Hari Ini

Technical Stock Analysis

Sep 9, 2024

Daily Stock Technical – 09 Sep, 2024

Technical Stock Analysis

Sep 8, 2024

Daily Stock Technical – Aug09, 2024

Company Reports

Sep 6, 2024

Palm Oil Weekly (06 September 2024): CPO MYR 3,935 (-3.4% WoW)

Economic Reports

Sep 6, 2024

Indonesia Foreign Exchange Reserves: 6 September 2024

Technical Stock Analysis

Sep 6, 2024

Daily Stock Technical – 06 Sep, 2024

Economic Reports

Sep 6, 2024

Samuel Economic Daily Report 6 September 2024

Morning Briefs

Sep 5, 2024

IHSG Diperkirakan Bergerak Melemah Hari Ini

Technical Stock Analysis

Sep 5, 2024

Daily Stock Technical – 05 Sep, 2024

Economic Reports

Sep 5, 2024

Samuel Daily Economic Report 5 September 2024

Technical Stock Analysis

Sep 4, 2024

Daily Stock Technical – 04 Sep, 2024

Economic Reports

Sep 4, 2024

Samuel Daily Economic Report 4 September 2024

Morning Briefs

Sep 4, 2024

Samuel Daily Report 4 Spetember 2024

Company Reports

Sep 3, 2024

Poultry Weekly (3 September 2024)

Technical Stock Analysis

Sep 3, 2024

Daily Stock Technical – 03 Sep, 2024

Morning Briefs

Sep 3, 2024

IHSG Berpotensi Sideways Hari Ini

Economic Reports

Sep 3, 2024

Samuel Daily Economic Report 3 September 2024

Economic Reports

Sep 2, 2024

Indonesian Manufacturing PMI: 2 September 2024

Economic Reports

Sep 2, 2024

Indonesia August Inflation: 2 September 2024

Company Reports

Sep 2, 2024

Copper Weekly (02 September 2024): USD 9,179/ton (+0.8% WoW)

Company Reports

Sep 2, 2024

Nickel Weekly (02 September 2024): USD 16,755/ton (+1.8% WoW)

Company Reports

Sep 2, 2024

Oil Weekly (02 September 2024): USD 79.7/bbl (+2.9% WoW)

Company Reports

Sep 2, 2024

Gold Weekly (02 September 2024): USD 2,514/Oz (+0.4% WoW)

tensi geopolitik

Company Reports

Sep 2, 2024

Coal Weekly (02 September 2024): USD 145/ton (-1.9% WoW)

Economic Reports

Sep 2, 2024

Samuel Monthly Economic Report 2 September 2024

Morning Briefs

Sep 2, 2024

IHSG Berpotensi Menguat Hari Ini

Technical Stock Analysis

Sep 2, 2024

Daily Stock Technical – 02 Sep, 2024

Morning Briefs

Aug 30, 2024

IHSG Berpotensi Menguat Hari Ini

Company Reports

Aug 30, 2024

Palm Oil Weekly (30 August 2024): CPO MYR 4,075(+2.5% WoW)

Company Reports

Aug 30, 2024

Retailers: 1H24 Results Round-up

Company Reports

Aug 30, 2024

Automotive: 1H24 Results Round-up

Company Reports

Aug 30, 2024

Consumer: 1H24 Results Round-up

Company Reports

Aug 30, 2024

Poultry: 1H24 Results Round-up

Economic Reports

Aug 30, 2024

Samuel Daily Economic Report 30 August 2024

Technical Stock Analysis

Aug 30, 2024

Daily Stock Technical – Aug30, 2024

Economic Reports

Aug 29, 2024

Samuel Daily Economic Report 29 August 2024

Morning Briefs

Aug 29, 2024

IHSG Diperkirakan Bergerak Melemah Hari Ini

Technical Stock Analysis

Aug 29, 2024

Daily Stock Technical – Aug29, 2024

Company Reports

Aug 28, 2024

Property: 1H24 Results Round-up

Economic Reports

Aug 28, 2024

BI’s 7-Day Repo Rate: 21 August 2024

Economic Reports

Aug 28, 2024

Samuel Daily Economic 28 Agustus 2024

Technical Stock Analysis

Aug 28, 2024

Daily Stock Technical – Aug28, 2024

Morning Briefs

Aug 28, 2024

IHSG Diperkirakan Bergerak Sideways Hari Ini

pertumbuhan pinjaman

Company Reports

Aug 27, 2024

BBNI: BUY – TP at 6,150 – 7M24 Results

kupedes bbri

Company Reports

Aug 27, 2024

BBRI: HOLD – TP at 5,500 – 7M24 Results

Company Reports

Aug 27, 2024

PGAS: 2Q24 Results – BUY, TP at IDR 1,800

Technical Stock Analysis

Aug 27, 2024

Daily Stock Technical – Aug27, 2024

Company Reports

Aug 26, 2024

Gold Weekly (26 August 2024): USD 2,506/Oz (+1.4% WoW)

Company Reports

Aug 26, 2024

Oil Weekly (26 August 2024): USD 77.4/bbl (-4.0% WoW)

Company Reports

Aug 26, 2024

Copper Weekly (26 August 2024): USD 9,108/ton (+2.3% WoW)

Company Reports

Aug 26, 2024

Coal Weekly (26 August 2024): USD 147/ton (-1.8% WoW)

Company Reports

Aug 26, 2024

Nickel Weekly (26 August 2024): USD 16,453/ton (+2.8% WoW)

Economic & Fixed Income

Aug 26, 2024

Samuel Daily Weekly 26 August 2024

Morning Briefs

Aug 26, 2024

IHSG Berpotensi Menguat Hari Ini

Technical Stock Analysis

Aug 26, 2024

Daily Stock Technical – Aug26, 2024

Company Reports

Aug 23, 2024

Palm Oil Weekly (23 August 2024): CPO MYR 3,976(+2.7% WoW)

Company Reports

Aug 23, 2024

BBNI: BUY (maintained) – TP at 6,000 – 2Q24 Results

Technical Stock Analysis

Aug 23, 2024

Daily Stock Technical – Aug23, 2024

Morning Briefs

Aug 23, 2024

IHSG Diperkirakan Bergerak Sideways Hari Ini

Company Reports

Aug 22, 2024

BSDE: BUY (maintained), TP at IDR 1,325 – 2Q24 Results

Economic Reports

Aug 22, 2024

Current Account Balance 2Q24: 22 August 2024

Morning Briefs

Aug 22, 2024

IHSG Diprediksi Melemah Hari Ini

Technical Stock Analysis

Aug 22, 2024

Daily Stock Technical – Aug22, 2024

peluang aces ditengah gejolak ekonomi

Company Reports

Aug 21, 2024

ACES 7M24 SSSG Results

Technical Stock Analysis

Aug 21, 2024

Daily Stock Technical – Aug21, 2024

Aug 21, 2024

Daily Stock Technical – Aug21, 2024

Morning Briefs

Aug 21, 2024

IHSG Diprediksi Menguat Hari Ini

Economic & Fixed Income

Aug 20, 2024

Samuel Daily Economic Report 20 August 2024

Technical Stock Analysis

Aug 20, 2024

Daily Stock Technical – Aug20, 2024

Company Reports

Aug 19, 2024

Copper Weekly (19 August 2024): USD 8,695/ton (+2.4% WoW)

Company Reports

Aug 19, 2024

Coal Weekly (19 August 2024): USD 150/ton (+1.4% WoW)

Company Reports

Aug 19, 2024

Nickel Weekly (19 August 2024): USD 16,004/ton (+0.1% WoW)

Company Reports

Aug 19, 2024

Gold Weekly (19 August 2024): USD 2,470/Oz (+2.6% WoW)

Company Reports

Aug 19, 2024

Oil Weekly: Brent USD 79.7/bbl (+3.5% WoW Average)

Economic & Fixed Income

Aug 19, 2024

Samuel Weekly Economic Report 19 August 2024

Technical Stock Analysis

Aug 19, 2024

Daily Stock Technical – Aug19, 2024