Research & Stock Picks

Morning Briefs

07 October 2024

By

IHSG Berpotensi Menguat Hari Ini

Pasar saham AS ditutup menguat pada Jumat (4/10): Dow +0.81%, S&P 500 +0.90%, Nasdaq +1.22%. Pasar AS ditutup menguat karena rilis data non-farm payroll AS memberikan kepercayaan bagi investor akan kondisi ekonomi yang membaik. Yield UST 10Y menguat +3.14% (+0.121 bps) ke 3.969%, dan USD Index naik +0.52% ke 102.5.

 

Pasar komoditas mayoritas menguat Jumat kemarin (4/10); harga minyak WTI +0.75% ke level USD 74.38/bbl, harga minyak Brent +0.55% ke level USD 78.05/bbl, harga batubara +4.91% di level USD 149.6/ton, dan CPO +2.94% ke level MYR 4,305. Harga emas terpantau melemah -0.09% ke level USD 2,654/toz).

 

Bursa Asia ditutup menguat Jumat kemarin (4/10): Kospi +0.31%, Hang Seng +2.82%, Nikkei +0.22% dan Shanghai +0.00% (closed). IHSG ditutup melemah -0.63% ke level 7,496.1. Investor asing kemarin mencatatkan keseluruhan net sell sebesar IDR 521 miliar. Di pasar reguler, investor asing mencatatkan net sell sebesar IDR 558.1 miliar, dan pada pasar negosiasi tercatat net buy asing sebesar IDR 37.1 miliar. Net sell asing tertinggi di pasar reguler dicetak oleh BBRI (IDR 306.5 miliar), BMRI (IDR 167 miliar), dan BBCA (IDR 51 miliar). Net buy asing tertinggi di pasar reguler dicatatkan oleh MEDC (IDR 39.6 miliar), GOTO (IDR 39.3 miliar), dan BREN (IDR 25.5 miliar). Top leading movers emiten BRMS, BREN, DSSA, sementara top lagging movers emiten GOTO, BMRI, BBRI.

 

Pagi ini, Kospi tercatat menguat +0.37%, dan Nikkei juga mencatatkan penguatan +2.44%. Kami memperkirakan IHSG bergerak menguat, didorong sentimen menguatnya pasar AS dan regional.

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