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Morning Briefs

04 November 2025

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IHSG Diperkirakan Akan Turun Hari Ini (04 Nov 2025)

IHSG Diperkirakan Akan Turun Hari Ini

Bursa AS ditutup beragam pada hari Senin (03 Nov): Dow -0.48%, S&P 500 +0.17%, dan Nasdaq +0.46%. Optimisme terkait sektor AI mendorong Amazon dan Nvidia ke dekat level all-time high, meski kinerja pasar secara keseluruhan tetap tidak merata. Yield US Treasury 10 tahun naik tipis +0.12% (+0.7 bps) menjadi 4.11%, sementara Indeks USD naik +0.07% ke 99.88.

Pasar komoditas ditutup cenderung menguat pada hari Senin (03 Nov): minyak WTI +0.08% menjadi USD 61.02/bbl, minyak Brent +0.14% menjadi USD 64.86/bbl, batu bara +0.32% menjadi USD 109.60/ton, CPO -2.14% menjadi MYR 4,115, dan emas naik +0.45% menjadi USD 4,014.0/oz.

Pasar Asia ditutup menguat pada hari Senin (03 Nov): Hang Seng +0.97%, dan Shanghai +0.55%. IHSG naik +1.36% ke 8,275.08, dengan net foreign buy sebesar IDR 1.035 miliar; IDR 999.7 miliar di pasar regular dan IDR 35.3 miliar di pasar negosiasi. Aliran masuk terbesar asing di pasar reguler tercatat oleh BBCA (IDR 398.6 miliar), diikuti oleh PTRO (IDR 161.2 miliar), dan BBRI (IDR 151.6 miliar). Aliran keluar terbesar asing di pasar reguler tercatat oleh AMRT (IDR 75.8 miliar), diikuti oleh ICBP (IDR 59 miliar), dan EMTK (IDR 45 miliar). Top leading movers adalah BREN, TLKM, BRPT, sementara top lagging movers adalah RISE, AMRT, AMMN.

Pagi ini, baik Kospi (-1.35%) dan Nikkei (-0.31%) dibuka melemah. Kami memperkirakan IHSG akan turun hari ini, di tengah sentimen negatif dari pasar regional.

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