Research & Stock Picks

Daily Report

26 April 2023

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IHSG Berpotensi Bergerak Melemah

Bursa AS semalam (25/4) ditutup melemah: Dow Jones turun -1.02%, S&P 500 turun -1.58% dan Nasdaq turun -1.98%. Penurunan terjadi karena kekhawatiran investor terhadap sektor perbankan yang lebih luas setelah First Republic Bank mengatakan bahwa simpanannya turun 40% menjadi US$ 104.5 miliar pada 1Q23. Investor juga menanti data GDP yang akan rilis pada hari Kamis. Yield UST 10Y turun -3.28% ke level 3.4% dan USD Index naik +0.51% ke level 101.86.

 

Pasar komoditas juga terpantau bergerak mixed: minyak naik +0.22% menjadi USD 77.24/bbl, emas naik +0.17% ke level USD 2,007.9/toz, batubara naik +0.40% ke level USD 186.85/ ton sedangkan nikel turun -5.38% menjadi USD 23,260.50 dan CPO turun -1.80% ke level MYR 3,638.

 

Pada akhir perdagangan kemarin (25/4) bursa Asia ditutup cenderung melemah: Nikkei naik +0.09%, Hangseng turun -1.71%, Shanghai turun -0.32% dan EIDO turun -0.38%. Sedangkan IHSG tutup karena libur lebaran dan  pada penutupan (18/4) ditutup naik +0.50% ke level 6,821.8. Investor asing mencatatkan keseluruhan net buy sebesar IDR 1,26 triliun. Di pasar reguler, investor asing mencatatkan net buy sebesar IDR 1,32 triliun, dan pada pasar negosiasi tercatat net sell asing sebesar IDR 56.4 miliar. Net buy asing tertinggi di pasar reguler dicatatkan oleh BBCA (IDR 398.2 miliar), ASII (IDR 211.1 miliar), dan TLKM (IDR 159.9 miliar). Net sell asing tertinggi di pasar reguler dicetak oleh MBMA (IDR 80.6 miliar), SMGR (IDR 31.5 miliar), dan PGAS (IDR 22.4 miliar). Top leading movers emiten ASII, BBCA, BYAN, sementara top lagging movers emiten BBRI, MDKA, CPIN.

 

Pagi ini pasar regional dibuka mixed: Nikkei -0.49%, Kospi +0.01%. Kami perkirakan IHSG berpotensi bergerak melemah seiring dengan sentimen global dan regional.

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RSH-230426
RSH-230426 - English

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RSH-230426
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