Research & Stock Picks

Morning Briefs

07 August 2025

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JCI is Expected to Strengthen Today

US markets closed higher on Wednesday (6/8): Dow +0.18%, S&P 500 +0.73%, and Nasdaq +1.21%. US stocks strengthened after Apple announced its commitment to invest in US manufacturing. The 10-year US Treasury yield declined 0.004 bps to 4.226%, while the USD index dropped -0.61% to 98.2.

 

Commodity markets closed mostly lower on Wednesday (6/8): WTI oil -1.38% to USD 64.34/bbl, Brent oil -1.11% to USD 66.90/bbl, coal -0.77% to USD 116.1/ton, CPO -0.54% to MYR 4,267, and gold -0.33% to USD 3,369.3/oz.

 

Asian stock markets ended slightly stronger on Wednesday (6/8): Kospi was flat at +0.0%, Hang Seng edged up +0.03%, Nikkei gained +0.60%, and Shanghai rose +0.45%. However, the JCI weakened -0.15% to 7,503.8, with net foreign selling of IDR 433.7 billion. In the regular market, foreign investors booked net buys of IDR 506.7 billion, while in the negotiated market, net foreign selling reached IDR 73 billion. The highest foreign net buys in the regular market were recorded by ANTM (IDR 233.5 billion), BRMS (IDR 173.5 billion), and FILM (IDR 104.6 billion), while the top foreign net sells were BBCA (IDR 102.1 billion), BBRI (IDR 68.5 billion), and BBNI (IDR 51.8 billion). The top leading movers were BREN, BRMS, and CUAN, while the top lagging movers were BBCA, ASII, and BBRI.

 

This morning, both Kospi (+0.28%) and Nikkei (+0.38%) opened higher. We expect the JCI to strengthen today, supported by positive sentiment from regional and global markets.

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RSH-250807 - English
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RSH-250807 - English
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