Research & Stock Picks

Morning Briefs

26 September 2024

By

IHSG Berpotensi Sideways Hari Ini

Pasar AS ditutup cenderung lemah pada Rabu (25/9): Dow -0.70%, S&P 500 -0.19%, Nasdaq +0.04%. Saham AS melemah pada hari Rabu setelah mencapai rekor tertinggi, dengan indeks utama ditutup bervariasi saat investor memperdebatkan kesehatan ekonomi dan kemungkinan pemotongan suku bunga besar. Yield UST 10Y naik +0.051 (+1.36%) ke 3.788, dan USD Index naik +0.44% ke 100.9.

 

Pasar komoditas ditutup cenderung menguat pada Rabu (25/9): Minyak WTI -2.80% menjadi USD 69.5/bbl, batu bara +1.78% menjadi USD 142.9/ton, nikel +0.44% menjadi USD 16,818/ton, CPO +1.38% menjadi MYR 4,044, dan emas +0.02% menjadi USD 2,682/toz.

 

Bursa Asia sebagian besar melemah pada Rabu (25/9): Kospi -1.34%, Nikkei -0.19%, Hang Seng +0.68%, dan Shanghai -0.50% sementara IHSG ditutup pada level 7,740 (-0.48%), dengan keseluruhan net sell sebesar IDR 1855.1 miliar.Di pasar reguler, investor asing mencatatkan net sell sebesar IDR 1991.6 miliar, dan pada pasar negosiasi tercatat net buy asing sebesar IDR 136.5 miliar. Net sell asing tertinggi di pasar reguler dicetak oleh BBRI (IDR 1643.1 miliar), BMRI (IDR 556.8 miliar), dan BREN (IDR 121.3 miliar). Net buy asing tertinggi di pasar reguler dicatatkan oleh TLKM (IDR 85.8 miliar), ASII (IDR 84.7 miliar), dan PANI (IDR 53.3 miliar). Top leading movers emiten TPIA, GOTO, PANI, sementara top lagging movers emiten BBRI, BMRI, BREN.

Nikkei dan Kospi dibuka menguat +1.21% dan +1.31% pagi ini. Kami memperkirakan IHSG akan sideways hari ini dikarenakan kondisi market global dan komoditas yang bergerak mixed.

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