Research & Stock Picks

Daily Report

28 February 2023

By

IHSG Bepotensi Bergerak Menguat

IHSG Berpotensi Bergerak Menguat

Bursa AS pada hari Senin kemarin tercatat menguat : DJIA +0.22%, S&P500 +0.31%, dan Nasdaq +0.63%. Adapun penguatan di bursa saham AS ditopang dari growth-stock setelah sebelumnya tercatat mengalami pelemahan pada pekan lalu (dip-buying). Dari segi rilis data ekonomi AS,  headline durable goods tercatat menurun di dibawah ekspektasi dyang tercatat menurun -4,5% MoM (Cons: -4.0%) terutama disebabkan oleh penurunan dari air craft orders, namun data cpre capital goods tercatat meningkat +1,1% MoM. Pada minggu ini investor tengah memperhatikan  earnings dari sektor retail yang akan dirilis pada hari Selasa setempat. Untuk Senin kemarin, data Yield UST 10 tahun tercatat menurun  (-0.69%) menjadi 3.92% dan USD Index menurun (-0.51%) di level 104.67.

Dari pasar komoditas, CPO tercatat menguat +0,59% ke RM4,228/ton, nikel tercatat menguat +3,99%, emas menguat +0.43%, batu bara melemah (-3.79%). Sementara itu, harga Brent melemah (-0.84%) menjadi USD75.68/bbl.

EIDO tercatat melemah -0.84% ke level 23,05. Pada akhir perdagangan kemarin, IHSG ditutup melemah -0,03% ke level 6,854.8. Top leading movers emiten BBCA, BBRI, MDKA sementara top lagging movers emiten TLKM, KLBF, GOTO. Investor asing kemarin mencatatkan keseluruhan net buy sebesar IDR3,4 triliun. Pasar reguler asing mencatatkan net buy sebesar IDR27.8 miliar, dan pada pasar negosiasi tercatat net BUY sebesar IDR3.36 triliun. Net sell asing tertinggi di pasar reguler dicatatkan oleh TLKM (IDR 50.1 miliar), EXCL (IDR 35.9 miliar), dan BBNI (IDR 34.7 miliar). Net BUY asing tertinggi di pasar reguler dicetak oleh BBRI (IDR100.8 miliar), BBCA (IDR 100.7 miliar), dan MDKA (IDR 60.6 miliar).

Terdapat tambahan 152 kasus baru COVID-19 di hari Senin (21/02) dengan positivity rate sebesar 9.03% (total kasus aktif: 3,536). Sebanyak 270 pasien telah sembuh dengan recovery rate sebesar 97.6%.

 

Bursa Asia pagi ini terpantau dibuka menguat: Nikkei +0,58%; Kospi +0.78%; ASX200 +0.45%. IHSG kami perkirakan bergerak menguat hari ini ditopang dari penguatan harga komoditas, serta penguatan di global maupun regional.

Share This:

Highlights

:

Download PDF

Download PDF

RSH-230228
RSH-230228 - English

Download PDF

RSH-230228
RSH-230228 - English

More Related

Daily Report

Dec 8, 2023

Waspadai efek BOJ dan rilis data pasar tenaga kerja AS

Daily Stock Technical Recommendations

Dec 8, 2023

Daily Stock Technical – 08 December 2023

Daily Report

Dec 8, 2023

IHSG Berpotensi Sideways

Emiten Report

Dec 7, 2023

BUY (Maintain), TP at IDR 6,100 – Notes from Analyst Gathering

Daily Report

Dec 7, 2023

Yield 10Y UST sentuh 4.1% akibat ekspektasi dovish pivot The Fed

Daily Stock Technical Recommendations

Dec 7, 2023

Daily Stock Technical – 07 December 2023

Daily Report

Dec 7, 2023

IHSG Berpotensi Bergerak Melemah

Daily Report

Dec 6, 2023

Bullish rally global berlanjut, waspadai apresiasi USD

Daily Stock Technical Recommendations

Dec 6, 2023

Daily Stock Technical – 06 Desember 2023

Daily Report

Dec 6, 2023

IHSG Berpotensi Sideways

Daily Stock Technical Recommendations

Dec 5, 2023

Daily Stock Technical – 05 Desember 2023

Emiten Report

Dec 4, 2023

NCKL: BUY (Maintain), TP at IDR 1,500 – Buying Manhattan for Beads

Emiten Report

Dec 4, 2023

Banking Sector – Overweight – 10M23 Bank-Only Results

Daily Report

Dec 4, 2023

Macro Strategy & Fixed Income Weekly 2023-12-4

Daily Stock Technical Recommendations

Dec 4, 2023

Daily Stock Technical – 04 Desember 2023

Daily Report

Dec 4, 2023

Pasar melihat pidato Powell sebagai dovish

Daily Report

Dec 4, 2023

IHSG Berpotensi Sideways

Daily Report

Dec 4, 2023

Tekanan inflasi November melebihi ekspektasi

Daily Report

Dec 1, 2023

Presiden NY Fed Williams bantah dovish pivot Waller

Daily Report

Dec 1, 2023

IHSG Berpotensi Sideways

Daily Report

Nov 30, 2023

Bullish rally pasar UST karena dovish pivot Waller

Daily Report

Nov 30, 2023

IHSG Berpotensi Bergerak Melemah

Daily Stock Technical Recommendations

Nov 30, 2023

Daily Stock Technical – 30 November 2023

Emiten Report

Nov 29, 2023

DEWA: BUY (Initiation) – TP at IDR 85 – A New, Golden Chapter

Emiten Report

Nov 29, 2023

Telco sector – Overweight – 11M23 Monthly Data Package Update

Daily Report

Nov 29, 2023

Penguatan Rupiah pacu optimisme investor domestik

Daily Stock Technical Recommendations

Nov 29, 2023

Daily Stock Technical – 29 November 2023

Daily Report

Nov 29, 2023

IHSG Berpotensi Sideways

Emiten Report

Nov 28, 2023

BUY (Maintain), TP at IDR 4,500 – New Owner, New Prosperity

Emiten Report

Nov 28, 2023

HOLD (Maintain), TP at 1,300 – Bulk Asset Sales to Support Earnings

Daily Stock Technical Recommendations

Nov 28, 2023

Daily Stock Technical – 28 November 2023

Daily Report

Nov 28, 2023

JCI Might Book Another Positive Session Today (28/11/2023)

Daily Report

Nov 27, 2023

Macro Strategy Weekly 2023-11-25

Economic & Fixed Income

Nov 27, 2023

Arus masuk modal asing ke Indonesia berlanjut jelang pengumuman data inflasi PCE AS

Daily Stock Technical Recommendations

Nov 27, 2023

Daily Stock Technical – 27 November 2023

Daily Report

Nov 27, 2023

IHSG Berpotensi Melanjutkan Penguatan

Daily Report

Nov 24, 2023

Samuel Macro and Fixed Income Report

Daily Report

Nov 24, 2023

Stabilitas Rupiah masih menjadi prioritas BI

Daily Report

Nov 24, 2023

IHSG Berpotensi Menguat

Daily Stock Technical Recommendations

Nov 24, 2023

Daily Stock Technical – 24 November 2023

Daily Report

Nov 23, 2023

Aksi beli di pasar SBN tertahan depresiasi Rupiah

Daily Stock Technical Recommendations

Nov 23, 2023

Daily Stock Technical – 23 November 2023

Daily Report

Nov 23, 2023

IHSG Berpotensi Bergerak Menguat

Economic & Fixed Income

Nov 22, 2023

The 10Y UST yield drops below 4.4%; will The Fed continue its hawkish rhetoric?

Economic Data Tracker

Nov 22, 2023

Kami menurunkan proyeksi CA defisit FY23 & FY24 karena realisasi defisit 3Q23 yang lebih rendah

Daily Stock Technical Recommendations

Nov 22, 2023

Daily Stock Technical – 22 November 2023

Daily Report

Nov 22, 2023

IHSG Berpotensi Melemah

Daily Stock Technical Recommendations

Nov 21, 2023

Daily Stock Technical – 21 November 2023

Daily Report

Nov 21, 2023

JCI Might Move Sideways Today (20/11)

Daily Report

Nov 20, 2023

Macro Strategy and Fixed Income Weekly 2023-11-18

Daily Report

Nov 20, 2023

Bullish rally pasar SBN berlanjut seiring turunnya suku bunga diskonto SRBI

Daily Report

Nov 20, 2023

IHSG Berpotensi Sideways

Daily Stock Technical Recommendations

Nov 20, 2023

Daily Stock Technical – 20 November 2023

Daily Stock Technical Recommendations

Nov 17, 2023

Daily Stock Technical – 17 November 2023

Daily Report

Nov 17, 2023

Samuel Daily Economic & Fixed Income Report 17 November 2023

Daily Report

Nov 17, 2023

Samuel Daily Research 17 November 2023

Emiten Report

Nov 16, 2023

Strategy Report – Risk premium remains high

Daily Report

Nov 16, 2023

Anomali pasar INDOGB

Daily Report

Nov 16, 2023

Performa neraca dagang Oktober lebih baik dari ekspektasi

Daily Stock Technical Recommendations

Nov 16, 2023

Daily Stock Technical – 16 November 2023

Daily Report

Nov 16, 2023

IHSG Berpotensi Bergerak Menguat

Emiten Report

Nov 15, 2023

Automotive Sector – Overweight – 10M23 Auto Sales

Emiten Report

Nov 15, 2023

Consumer Staples – Overweight – Demand Slowdown Leads to Mixed Results

Economic & Fixed Income

Nov 15, 2023

US CPI inflation data sparks a global bullish rally

Daily Stock Technical Recommendations

Nov 15, 2023

Daily Stock Technical – 15 November 2023

Nov 15, 2023

IHSG Berpotensi Melanjutkan Penguatan

Daily Report

Nov 14, 2023

Market players are waiting for US CPI inflation data

Daily Report

Nov 14, 2023

IHSG Berpotensi Melanjutkan Penguatan

Emiten Report

Nov 14, 2023

INCO: HOLD (Maintain), TP at IDR 5,000 – Earnings Downgrade Due to Soft Prices

Emiten Report

Nov 13, 2023

AMMN: HOLD (Maintain), TP at 7,000 – Huge Turnaround

Emiten Report

Nov 13, 2023

ITMG: HOLD (Maintain), TP at IDR 26,000 – Hurt by Coal Slump

Daily Report

Nov 13, 2023

Samuel’s Macro Strategy and Fixed Income Weekly 2023-11-13

Daily Report

Nov 13, 2023

Selling pressure still overlooms global markets

Daily Report

Nov 13, 2023

IHSG Berpotensi Menguat

Daily Report

Nov 10, 2023

Pidato Powell di IMF picu penjualan saham di AS

Daily Report

Nov 10, 2023

Pernyataan Powell di IMF kejutkan pasar global

Daily Stock Technical Recommendations

Nov 10, 2023

Daily Stock Technical – 10 November 2023

Daily Report

Nov 10, 2023

IHSG Berpotensi Bergerak Melemah

Emiten Report

Nov 9, 2023

INTP: BUY (Maintain) – TP at IDR 12,625 – Expanding Market Share With Acquisition

Emiten Report

Nov 9, 2023

Healthcare Sector – Neutral – Healthcare 3Q23 Round-Up

Daily Report

Nov 9, 2023

Yield 10Y INDOGB masih berpotensi naik ke rentang 6.9-7.1%

Daily Stock Technical Recommendations

Nov 9, 2023

Daily Stock Technical – 09 November 2023

Daily Report

Nov 9, 2023

IHSG Berpotensi Sideways

Emiten Report

Nov 8, 2023

Banking Sector – Overweight – Banking 3Q23 Round-Up

Daily Report

Nov 8, 2023

A Dark Cloud is Looming Over JCI

Daily Report

Nov 8, 2023

Getting closer to an inverted INDOGB yield curve

Daily Stock Technical Recommendations

Nov 8, 2023

Daily Stock Technical – 08 November 2023

Daily Report

Nov 8, 2023

IHSG Berpotensi Sideways

Daily Report

Nov 7, 2023

Global Macro Strategy Morning Notes

Daily Stock Technical Recommendations

Nov 7, 2023

Daily Stock Technical – 07 November 2023

Daily Report

Nov 7, 2023

JCI Might Decline Today (11/7)

Emiten Report

Nov 6, 2023

NELY: BUY (Initiation) – TP at IDR 730 – The Dark Horse on the Move!

Economic & Fixed Income

Nov 6, 2023

Samuel’s Macro Strategy and Fixed Income Weekly 2023-11-06

Daily Stock Technical Recommendations

Nov 6, 2023

Daily Stock Technical – 06 November 2023

Daily Report

Nov 6, 2023

JCI Might Continue its Upward Trend Today (6/11)

Emiten Report

Nov 3, 2023

SMGR: BUY (Maintain), TP at 7,925 – Next Stop: Kalimantan!

Daily Report

Nov 3, 2023

Samuel’s Global Macro Strategy Morning Notes

Daily Report

Nov 3, 2023

Samuel Daily Economic & Fixed Income Report 3 November 2023

Daily Stock Technical Recommendations

Nov 3, 2023

Daily Stock Technical – 03 November 2023