Research & Stock Picks

Morning Briefs

07 March 2024

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IHSG Berpotensi Akan Melanjutkan Penguatan

Pada perdagangan semalam (6/3) bursa AS ditutup menguat: Dow Jones +0.20%, S&P 500 +0.51% dan Nasdaq +0.58%. Pergerakan pasar didukung oleh sambutan pidato Jerome Powell pada hari Rabu bahwa bank sentral dapat menurunkan suku bunga tahun ini. Yield UST 10Y turun -46bps (-1.11%) ke level 4.11% dan USD Index -0.40% ke level 103.36.

 

Dari pasar komoditas ditutup mixed: minyak +1.25% ke level USD 79.13/bbl, emas +0.76% ke level USD 2,158/toz dan CPO +2.3% ke level MYR 4,081. Sedangkan Nikel -1.81% ke level USD 17,604 dan batubara -1.49% ke level USD 139.3/ton.

 

Pada perdagangan kemarib (6/3) bursa regional ditutup mayoritas melemah: Nikkei -0.02%, Shanghai -0.26% dan Hangseng +1.70%. Sedangkan EIDO ditutup menguat +1.72%. IHSG ditutup menguat +1.14% ke level IDR 7,330 dengan Investor asing mencatatkan keseluruhan net buy sebesar IDR 84.2 miliar. Di pasar reguler, investor asing mencatatkan net buy sebesar IDR 315.7 miliar, dan pada pasar negosiasi tercatat net sell asing sebesar IDR 231.5 miliar. Net buy asing tertinggi di pasar reguler dicatatkan oleh BBCA (IDR 114.4 miliar), BBRI (IDR 110.6 miliar), dan ISAT (IDR 51.5 miliar). Net sell asing tertinggi di pasar reguler dicetak oleh INCO (IDR 29.5 miliar), AKRA (IDR 21.4 miliar), dan BUKA (IDR 20.5 miliar). Top leading movers emiten GOTO, TPIA, BBCA, sementara top lagging movers emiten AMMN, DSSA, EXCL.

 

Pagi ini bursa regional dibuka menguat: Nikkei +0.59% dan Kospi +0.47%. Kami perkirakan IHSG akan melanjutkan penguatan seiring dengan sentimen bursa global dan regional.

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RSH-240307 - English
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RSH-240307 - English
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