Research & Stock Picks

Morning Briefs

17 November 2022

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IHSG Potentially Back Sideways Today: Start New

Bursa saham AS ditutup cenderung melemah pada perdagangan Kamis (27/1): Dow Jones flat -0.02%; S&P500 turun -0.54% dan Nasdaq melemah -1.40%. The Fed memberikan sinyal kuat bahwa kenaikan suku bunga acuan (untuk pertama kalinya sejak akhir 2018) bisa terjadi bulan Maret tahun ini. Dari data ekonomi, data pertumbuhan GDP AS pada 4Q21 tercatat mencapai +6.9% yoy, lebih tinggi dari ekspektasi konsensus (+5.5% yoy). Yield UST 10Y berada di level 1.81%, sementara USD Index naik ke level 97.24.

Pasar komoditas bergerak mixed; minyak melemah ke level USD 86.61/barel (-0.85%), emas turun -2.02% ke USD 1,795/toz, nikel turun ke level USD 22,520/ton ( -1.35%), batubara melemah -3.8% ke level USD 228/ton. Sementara itu, harga timah menguat +2.03% ke USD 42,208/ton, dan CPO naik +2.19% ke level MYR 5,611/ton.

Bursa Asia ditutup melemah kemarin (27/1): Kospi -3.5%,Nikkei -3.1%, Hang Seng -1.99%, sedangkan Shanghai -1.78%.IHSG ditutup menguat +0.15% pada perdagangan kemarin ke level 6,611, dengan jual bersih asing sebesar IDR 71.5 miliar di seluruh pasar. Investor asing mencatatkan jual bersih sebesar IDR 17.4 miliar di pasar reguler, sementara di pasar negosiasi tercatat jual bersih sebesar IDR 54.1 miliar. Angka jual bersih asing tertinggi di pasar reguler dicetak oleh BBCA (IDR 53.9 miliar), ASSA (IDR 50.9 miliar), dan ARTO (IDR 41.8 miliar).Sementara itu, angka beli bersih asing tertinggi di pasar reguler dicatatkan oleh BBNI (IDR 152.5 miliar), BBRI (IDR 34.2 miliar), dan ADRO (IDR 23.2 miliar). BBCA, BBRI, dan BEBS menjadi top leading movers, sementara TLKM, BUKA,dan UNVR menjadi top lagging movers. Indeks EIDO ditutup menguat +0.74%.

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Highlights

Highlights

Highlights

BMRI
BBCA
CPO
EXCL
: Laba Bersih FY21 Naik +66.8% yoy Menjadi IDR 28 Triliun
: Laba Bersih FY21 Naik +15.8% yoy Menjadi IDR 31.4 Triliun
: Penetapan DMO dan DPO Pada Produk Sawit Domestik
: Penandatanganan Perjanjian Jual Beli Saham LINK

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