Research & Stock Picks

Morning Briefs

20 February 2023

By

Terdorong Sentimen Global, IHSG Berpotensi Melemah

Pada penutupan Jumat lalu (17/2), pasar AS bergerak mayoritas melemah: Dow Jones menguat +0.39%, S&P 500 melemah -0.28%, dan Nasdaq melemah -0.58%. Pada hari Rabu minggu ini, the Fed akan merilis the minutes pertemuan Januari. The minutes akan menjadi acuan kenaikan suku bunga pada Maret mendatang.  Kemudian, pada hari Jumat akan dirilis data pengeluaran dan pendapatan pribadi, sebagai pengukur inflasi. Selain itu, perusahaan retail akan mengeluarkan laporan tahunannya yang dapat menjadi acuan tentang kekuatan belanja konsumen ditengah melonjaknya harga. Pada Selasa, Eurozone akan merilis data PMI yang akan menunjukan data ekonomi pada 2022. Jika kondisi bisnis membaik padahal tekanan harga meningkat, maka Bank sentral Eropa akan terus meningkatkan suku bunga. Lalu, pada hari ini dinantikan juga sekilas kebijakan moneter yang akan ditetapkan oleh gubernur Bank Jepang. Yield UST 10Y turun (-0.39%) ke level 3.83%, dan USD index menguat +0.21% ke level 104.05.

Pasar komoditas terpantau sideways pada Jumat (17/2) kemarin; minyak WTI menguat  +0.12%  ke level USD 76.43/bbl, Brent menguat +0.14% ke level USD 83.12/bbl, harga batubara melemah -0.36% di level USD 136.5/ton, nikel melemah -0.99% ke level USD 25,600 dan CPO menguat +0.033% ke level MYR 4,069. Harga emas terpantau melemah -0.37% ke level USD 1,839/toz).

Bursa Asia bergerak melemah pada Jumat (17/2) kemarin. Kospi melemah -0.98%, Nikkei melemah -0.66%,  Hang Seng melemah 1.28%, dan Shanghai melemah -0.77%. IHSG ditutup menguat +0.00072% ke level 6,895.71. Investor asing pada Jumat lalu mencatatkan keseluruhan net sell sebesar IDR 276.6 miliar. Pada pasar reguler, investor asing mencatatkan net sell sebesar IDR 81.4 miliar, dan pasar negosiasi mencatatkan net sell asing sebesar IDR 195.2 miliar. Net sell asing tertinggi di pasar reguler didominasi oleh GOTO (IDR 162.4miliar), MDKA  (IDR 66.4 miliar), dan ISAT (IDR 65.8 miliar). Net buy asing tertinggi di pasar reguler dicatatma oleh BBCA (IDR 123.1 miliar), BBRI (OFR 93.8 miliar), dan BRIS (IDR 81.4 miliar). Top leading movers emiten adalah GOTO, BMRI, MIKA, sementara top lagging movers emiten adalah BYAN, KLBF, INTP.

Terjadi penambahan 113 kasus baru COVID-19 di Indonesia pada hari Minggu (20/2) dengan jumlah kasus sembuh sebanyak 174. Overall positive rate: 9.03%; kasus aktif: 3,657.

Pagi ini Nikkei melemah -0.66% dan KOSPI melemah -0.98%. Kami memperkirakan IHSG berpotensi melemah pada hari ini, seiring dengan sentimen global dan regional.

Share This:

Highlights

Highlights

Highlights

-
: AALI: Anggarkan Capex Hingga IDR 1.7 Triliun

Download PDF

Download PDF

RSH-230220

Download PDF

RSH-230220

More Related

harga emas turun

Company Reports

Dec 30, 2024

Gold Weekly (23-27 December 2024): Avg. USD 2,622/oz (+0.1% WoW)

Harga Nikel Stabil di Tengah Tekanan Global

Company Reports

Dec 30, 2024

Nickel Weekly (23-27 December 2024): Avg. USD 15,182/ton (-0.4% WoW)

sektor tambang logam

Company Reports

Dec 30, 2024

Copper Weekly (23-27 December 2024): Avg. USD 8,843/ton (-0.1% WoW)

Company Reports

Dec 30, 2024

SSI Surveillance: Poultry Mid-Weekly (16-20 December 2024)

Morning Briefs

Dec 30, 2024

IHSG Berpotensi Melemah Hari Ini

sawit

Company Reports

Dec 27, 2024

Palm Oil Weekly (20 – 26 December 2024): Avg. CPO MYR 4,842 (-1.1% WoW)

Morning Briefs

Dec 27, 2024

IHSG Berpotensi Menguat Hari Ini

Technical Stock Analysis

Dec 27, 2024

Daily Stock Technical – 27 Dec, 2024

Company Reports

Dec 24, 2024

Banking 2025 Outlook: Overweight

laba bank bmri

Company Reports

Dec 24, 2024

BMRI 11M24 Results: In-line

laba bni

Company Reports

Dec 24, 2024

BBNI 11M24 Results: In-line

Morning Briefs

Dec 24, 2024

IHSG Berpotensi Menguat Hari Ini

Technical Stock Analysis

Dec 24, 2024

Daily Stock Technical – 24 Dec, 2024

harga tembaga naik

Company Reports

Dec 23, 2024

Copper Weekly (16-20 December 2024): Avg. USD 8,856/ton (-2.2% WoW)

Harga Nikel Stabil di Tengah Tekanan Global

Company Reports

Dec 23, 2024

Nickel Weekly (16-20 December 2024): Avg. USD 15,244/ton (-3.1% WoW)

Harga Emas Turun

Company Reports

Dec 23, 2024

Gold Weekly (16-20 December 2024): Avg. USD 2,620/oz (-2.2% WoW)

Morning Briefs

Dec 23, 2024

IHSG Berpotensi Menguat Hari Ini

Technical Stock Analysis

Dec 23, 2024

Daily Stock Technical – 23 Dec, 2024

Economic Reports

Dec 22, 2024

Samuel Weekly Economic Insights 23 December 2024

Company Reports

Dec 20, 2024

Samuel IPO Snippet: BANGUN KOSAMBI SUKSES (CBDK)

peluang aces ditengah gejolak ekonomi

Company Reports

Dec 20, 2024

ACES: 11M24 SSSG

tren harga CPO

Company Reports

Dec 20, 2024

Palm Oil Weekly (13 – 19 December 2024): Avg. CPO MYR 4,847 (-4.9% WoW)

pasar minyak tertekan

Company Reports

Dec 20, 2024

Samuel IPO Snippet: PT Raharja Energi Cepu (RATU)

Company Reports

Dec 20, 2024

Samuel Snippet: TBS Energi Utama (TOBA)

penurunan nikel

Company Reports

Dec 20, 2024

MDKA: 3Q24 Results – BUY, SSI TP: IDR 2,000

Technical Stock Analysis

Dec 20, 2024

Daily Stock Technical – 20 Dec, 2024

Morning Briefs

Dec 20, 2024

IHSG Berpotensi Melemah Hari Ini

Economic Reports

Dec 20, 2024

Samuel Daily Economic Insights 20 December 2024

Economic Reports

Dec 19, 2024

Fed Rate Meeting: 19 December 2024

Morning Briefs

Dec 19, 2024

IHSG Berpotensi Melemah Hari Ini

Technical Stock Analysis

Dec 19, 2024

Daily Stock Technical – 19 Dec, 2024

Economic Reports

Dec 19, 2024

Samuel Daily Economic Insights 19 December 2024

Company Reports

Dec 18, 2024

SSI Surveillance: Raw Materials (11 – 17 December 2024)

Economic Reports

Dec 18, 2024

BI’s 7-Day Repo Rate: 18 December 2024

Company Reports

Dec 18, 2024

SSI Surveillance: Poultry Mid-Weekly (9-13 December 2024)

Morning Briefs

Dec 18, 2024

IHSG Berpotensi Melemah Hari Ini

Technical Stock Analysis

Dec 18, 2024

Daily Stock Technical – 18 Dec, 2024

Economic Reports

Dec 17, 2024

Samuel Daily Economic Insights 18 December 2024

Technical Stock Analysis

Dec 17, 2024

Daily Stock Technical – 17 Dec, 2024

Economic Reports

Dec 16, 2024

Samuel Daily Economic Insights 17 December 2024

Economic Reports

Dec 16, 2024

Balance of Trade: 16 December 2024

Economic Reports

Dec 16, 2024

Samuel Weekly Economic Insights 2nd Week of December 2024

Morning Briefs

Dec 16, 2024

IHSG Berpotensi Bergerak Melemah Hari Ini

Technical Stock Analysis

Dec 16, 2024

Daily Stock Technical – 16 Dec, 2024

sawit

Company Reports

Dec 13, 2024

Palm Oil Weekly (6 – 12 December 2024): Avg. CPO MYR 5,096 (-1.9% WoW)

harga batu bara turun november

Company Reports

Dec 13, 2024

Coal Weekly (06 – 12 December 2024): Avg. USD 132.9/ton (-1.6% WoW)

harga minyak turun

Company Reports

Dec 13, 2024

Oil Weekly (06 – 12 December 2024): Avg. USD 72.5/bbl (-0.1% WoW)

Morning Briefs

Dec 13, 2024

IHSG Berpotensi Bergerak Melemah Hari Ini

Technical Stock Analysis

Dec 13, 2024

Daily Stock Technical – 13 Dec, 2024

Economic Reports

Dec 13, 2024

Samuel Daily Economic Insights 13 December 2024

Technical Stock Analysis

Dec 12, 2024

Daily Stock Technical – 12 Dec, 2024

Morning Briefs

Dec 12, 2024

IHSG Berpotensi Bergerak Menguat Hari Ini

Economic Reports

Dec 11, 2024

Samuel Daily Economic Insights 12 December 2024

Morning Briefs

Dec 11, 2024

IHSG Berpotensi Sideways Hari Ini

Technical Stock Analysis

Dec 11, 2024

Daily Stock Technical – 11 Dec, 2024

Economic Reports

Dec 10, 2024

Samuel Daily Economic Insights 11 December 2024

Technical Stock Analysis

Dec 10, 2024

Daily Stock Technical – 10 Dec, 2024

Economic Reports

Dec 10, 2024

Samuel Daily Insights 10 December 2024

Harga Emas Turun

Company Reports

Dec 9, 2024

Gold Weekly (02-06 December 2024): Avg. USD 2,640/oz (+0.2% WoW)

harga nikel naik

Company Reports

Dec 9, 2024

Nickel Weekly (02-06 December 2024): Avg. USD 15,720/ton (-0.4% WoW)

Company Reports

Dec 9, 2024

Copper Weekly (02-06 December 2024): Avg. USD 8,954/ton (+0.7% WoW)

Economic Reports

Dec 9, 2024

Indonesia Consumer Confidence Index: 9 December 2024

Morning Briefs

Dec 9, 2024

IHSG Berpotensi Bergerak Sideways Hari Ini

Technical Stock Analysis

Dec 9, 2024

Daily Stock Technical – 09 Dec, 2024

sawit

Company Reports

Dec 6, 2024

Palm Oil Weekly (29 November – 5 December 2024): Avg. CPO MYR 5,197 (+6.5% WoW)

batu bara china

Company Reports

Dec 6, 2024

Coal Weekly (29 Nov – 05 Dec 2024): Avg. USD 135.0/ton (-3.3% WoW)

pasar minyak tertekan

Company Reports

Dec 6, 2024

Oil Weekly (29 Nov – 05 Dec 2024): Avg. USD 72.6/bbl (-1.2% WoW)

batu bara melonjak

Company Reports

Dec 6, 2024

Bumi Resources (BUMI): IDR 140 – BUY, SSI TP: IDR 170; Cons. TP: IDR 170

Tantangan Batu Bara di Akhir 2024

Company Reports

Dec 6, 2024

Coal: 9M24 Results Round-up

tekan harga tembaga

Company Reports

Dec 6, 2024

Metal Mining: 9M24 Results Round-up

pertumbuhan solid oil n gas

Company Reports

Dec 6, 2024

Oil and Gas: 9M24 Results Round-up

Economic Reports

Dec 6, 2024

Indonesia Foreign Exchange Reserves: 6 December 2024

Company Reports

Dec 6, 2024

Banking: 10M24 Results Round-up

Technical Stock Analysis

Dec 6, 2024

Daily Stock Technical – 06 Dec, 2024

Economic Reports

Dec 6, 2024

Samuel Daily Economic Insight 6 December 2024

Morning Briefs

Dec 5, 2024

IHSG Berpotensi Sideways Hari Ini

Technical Stock Analysis

Dec 5, 2024

Daily Stock Technical – 05 Dec, 2024

Economic Reports

Dec 5, 2024

Samuel Daily Economic Insight 5 December 2024

tren harga CPO

Company Reports

Dec 4, 2024

Plantations: 9M24 Results Round-up

Company Reports

Dec 4, 2024

SSI Surveillance: Poultry Mid-Weekly (04 December 2024)

Company Reports

Dec 4, 2024

SSI Surveillance: Raw Materials (27 November – 03 December 2024)

laba bersih adro

Company Reports

Dec 4, 2024

ADRO: BUY (Maintain), TP: IDR 3,400 (from 4,200) – Renamed, Renewed, Rejuvenated

Morning Briefs

Dec 4, 2024

IHSG Berpotensi Sideways Hari Ini

Technical Stock Analysis

Dec 4, 2024

Daily Stock Technical – 04 Dec, 2024

Economic Reports

Dec 3, 2024

Samuel Daily Economic Insights 4 December 2024

tren harga CPO

Company Reports

Dec 3, 2024

Nusantara Sawit Sejahtera (NSSS): IDR 276 – BUY, SSI TP: IDR 300

harga nikel naik

Company Reports

Dec 3, 2024

Nickel Weekly (25-29 November 2024): Avg. USD 15,786/ton (+1.1% WoW)

Company Reports

Dec 3, 2024

Copper Weekly (25-29 November 2024): Avg. USD 8,894/ton (-0.2% WoW)

Company Reports

Dec 3, 2024

Gold Weekly (25-29 November 2024): Avg. USD 2,635/oz (-0.8% WoW)

laba merosot

Company Reports

Dec 3, 2024

United Tractors (UNTR): 10M24 Operational Results – BUY, SSI TP: IDR 29,600

Technical Stock Analysis

Dec 3, 2024

Daily Stock Technical – 03 Dec, 2024

Economic Reports

Dec 3, 2024

Samuel Daily Economic Insights 12 December 2024

Company Reports

Dec 2, 2024

Retailers: 9M24 Results Round-up

Company Reports

Dec 2, 2024

BRMS: 3Q24 Results – BUY, SSI TP: IDR 500

Economic Reports

Dec 2, 2024

Indonesia Manufacturing PMI: 2 December 2024

Economic Reports

Dec 2, 2024

Indonesia November Inflation: 2 December 2024

Economic Reports

Dec 2, 2024

Samuel Monthly Economic Insights 2 December 2024

Morning Briefs

Dec 2, 2024

IHSG Berpotensi Menguat Hari Ini

Technical Stock Analysis

Dec 2, 2024

Daily Stock Technical – 02 Dec, 2024