Research & Stock Picks

Morning Briefs

08 December 2025

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IHSG Berpotensi Menguat Hari Ini

Pasar saham AS ditutup menguat pada Jumat (5/12): Dow +0.22%, S&P 500 +0.19%, Nasdaq +0.31%. Pasar AS ditutup menguat di tengah ekspektasi pemotongan suku bunga pada pertemuan Desember. Yield UST 10Y naik +0.75% (+0.031 bps) ke 4.139%, dan USD Index turun -0.06% ke 99.0.

 

Pasar komoditas mayoritas bergerak naik Jumat kemarin (5/12); harga minyak WTI +0.54% ke level USD 60.08/bbl, harga minyak Brent +0.63% ke level USD 63.75/bbl, harga batubara +0.92% di level USD 109.3/ton, dan CPO +1.12% ke level MYR 4,152. Harga emas terpantau melemah -0.27% ke level USD 4,198/oz).

 

Bursa Asia mayoritas ditutup menguat Jumat kemarin (5/12): Kospi +1.78%, Hang Seng +0.58%, Nikkei -1.05% dan Shanghai +0.70%. IHSG ditutup melemah -0.09% ke level 8,632.8. Investor asing mencatatkan keseluruhan net buy sebesar IDR 381 miliar. Di pasar reguler, investor asing mencatatkan net buy sebesar IDR 206.2 miliar, dan pada pasar negosiasi tercatat net buy asing sebesar IDR 174.8 miliar. Net buy asing tertinggi di pasar reguler dicatatkan oleh COIN (IDR 206.8 miliar), PTRO (IDR 152.8 miliar), dan IMPC (IDR 127.6 miliar). Net sell asing tertinggi di pasar reguler dicetak oleh BBRI (IDR 234.4 miliar), ICBP (IDR 92.8 miliar), dan BUMI (IDR 61.7 miliar). Top leading movers emiten TLKM, BREN, BBCA, sementara top lagging movers emiten DSSA, DCII, BBRI.

 

Pagi ini, Kospi tercatat menguat +0.22%, dan Nikkei juga mencatatkan penguatan +0.45%. Kami memperkirakan IHSG bergerak menguat, didorong sentimen positif pasar AS dan regional.

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RSH-251208
RSH-251208 - English

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