Research & Stock Picks

Morning Briefs

02 October 2024

By

IHSG Berpotensi Melemah Hari Ini

Bursa AS ditutup melemah pada Selasa (1/10): Dow -0.41%, S&P 500 -0.93%, Nasdaq -1.53%. Saham-saham AS turun tajam pada hari Selasa setelah Iran menembakkan lebih dari 100 rudal balistik ke Israel, mendorong harga minyak West Texas Intermediate dan Brent naik tajam, mencapai kenaikan terbesar dalam hampir setahun. Yield UST 10Y turun -1.40% (-0.053 bps) ke level 3,732%, dan Indeks USD naik +0.41% ke level 101.2.

 

Pasar komoditas ditutup mixed pada Selasa (1/10); Minyak WTI +3.85% ke USD 70.95/bbl, minyak Brent +2.49% ke USD 73.56/bbl, batu bara -2.38% ke USD 141.7/ton, CPO +0.28% ke MYR 4,009, dan emas +1.01% ke USD 2,683/toz.

 

Bursa Asia ditutup mixed pada Selasa (1/10): Kospi -2.59% dan Nikkei +1.93%. IHSG ditutup di level 7,642 (+1.52%), dengan net buy asing sebesar IDR 509.3 miliar; IDR 347.5 miliar di pasar reguler, dan IDR 161.8 miliar di pasar negosiasi. Net sell asing terbesar di pasar reguler dicatatkan oleh BBRI (IDR 42.8 miliar), disusul BBNI (IDR 41.8 miliar), dan SCMA (IDR 18.4 miliar). Net buy asing terbesar di pasar reguler dicatatkan oleh ASII (IDR 86.7 miliar), disusul BBCA (IDR 77.5 miliar), dan TLKM (IDR 53.6 miliar). Top leading movers adalah BBRI, TPIA, dan BBCA, sedangkan top lagging movers adalah BFIN, MDKA, dan MSIN.

 

Nikkei (-1.67%) dan Kospi (-1.14%) dibuka melemah pagi ini. Kami memperkirakan IHSG akan bergerak melemah hari ini, didukung oleh sentimen negatif dari pasar global dan regional.

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