Research & Stock Picks

Morning Briefs

08 November 2024

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IHSG Berpotensi Melemah Hari Ini

Pasar AS ditutup menguat pada Kamis (7/11): Dow -0.00%, S&P 500 +0.74%, Nasdaq +1.51%. Investor merespons positif pemotongan suku bunga 25 bps Federal Reserve serta kemenangan Donald Trump dalam pemilu, yang membawa sentimen positif pada pasar. Yield UST 10Y turun -0.105 (-2.37%) ke 4,326, dan USD Index turun -0.72% ke 104.3.

 

Pasar komoditas ditutup beragam pada Kamis (7/11): Minyak WTI +0.93% menjadi USD 72.36/bbl, batu bara +0.78% menjadi USD 142.2/ton, nikel +2.48% menjadi USD 16,606/ton, CPO +0.65% menjadi MYR 4,950, dan emas +1.79% menjadi USD 2,706/toz.

 

Bursa Asia ditutup cenderung menguat pada Kamis (7/11): Kospi +0.04%, Nikkei -0.25%, Hang Seng +2.02%, dan Shanghai +2.57%. IHSG ditutup melemah pada level 7,243 (-1.90%), dengan net sell asing sebesar IDR 1,620.1 miliar. Di pasar reguler, investor asing mencatatkan net sell sebesar IDR 1,560 miliar, dan pada pasar negosiasi tercatat net sell asing sebesar IDR 60.1 miliar. Net sell asing tertinggi di pasar reguler dicetak oleh BBCA (IDR 547.2 miliar), BBRI (IDR 370.5 miliar), dan BMRI (IDR 268.4 miliar). Net buy asing tertinggi di pasar reguler dicatatkan oleh ANTM (IDR 93 miliar), PGAS (IDR 38.5 miliar), dan INDF (IDR 33.6 miliar). Top leading movers adalah BYAN, TLKM, MAPA, sementara top lagging movers adalah TPIA, AMMN, BBCA.

 

Nikkei dibuka menguat +1.11% dan KOSPI naik +0.90%. Kami memperkirakan IHSG akan bergerak melemah hari ini, mengingat masih kuatnya sentimen pemilu AS yang dapat memicu arus keluar modal asing.

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RSH-241108
RSH-241108 - English

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RSH-241108
RSH-241108 - English

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