Research & Stock Picks

Morning Briefs

02 December 2024

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IHSG Berpotensi Menguat Hari Ini

Pasar saham AS ditutup menguat pada Jumat (29/11): Dow +0.42%, S&P 500 +0.56%, Nasdaq +0.83%. Pasar AS ditutup menguat ditopang oleh kenaikan harga saham-saham semikonduktor dan Dow Jones dan S&P 500 mencatatkan rekor tertinggi. Yield UST 10Y melemah -1.97% (-0.084 bps) ke 4.261%, dan USD Index turun -0.38% ke 105.7.

 

Pasar komoditas mayoritas bergerak beragam Jumat kemarin (29/11); harga minyak WTI -1.28% ke level USD 68.00/bbl, harga minyak Brent -2.89% ke level USD 71.84/bbl, harga batubara -0.39% di level USD 138.9/ton, dan CPO +2.85% ke level MYR 5,023. Harga emas terpantau menguat +0.20% ke level USD 2,638/toz).

 

Bursa Asia ditutup bergerak beragam Jumat kemarin (29/11): Kospi -1.95%, Hang Seng +0.29%, Nikkei -0.37% dan Shanghai +0.93%. IHSG ditutup melemah -1.19% ke level 7,114.3 Investor asing kemarin mencatatkan keseluruhan net sell sebesar IDR 1890.2 miliar. Di pasar reguler, investor asing mencatatkan net sell sebesar IDR 1596.4 miliar, dan pada pasar negosiasi tercatat net sell asing sebesar IDR 293.8 miliar. Net sell asing tertinggi di pasar reguler dicetak oleh BBRI (IDR 823.8 miliar), BMRI (IDR 453.1 miliar), dan ADRO (IDR 323.1 miliar). Net buy asing tertinggi di pasar reguler dicatatkan oleh ASII (IDR 81.1 miliar), INDF (IDR 29.9 miliar), dan BIPI (IDR 21.1 miliar). Top leading movers emiten BUMI, BRMS, PANI, sementara top lagging movers emiten BMRI, ADRO, BBRI.

 

Pagi ini, Kospi tercatat menguat +0.94%, dan Nikkei juga mencatatkan penguatan +0.16%. Kami memperkirakan IHSG bergerak menguat, didorong sentimen menguatnya pasar AS dan regional.

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