Research & Stock Picks

Daily Report

20 January 2023

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IHSG Berpotensi Bergerak Melemah

Bursa AS semalam ditutup melemah: Dow Jones -0.76%, S&P 500 -0.76% dan Nasdaq -0.96%. Pelemahan pasar terjadi karena investor meyakini bahwa The Fed akan tetap menaikan laju kenaikan suku bunga walaupun inflasi sudah melandai. Yield UST 10Y menguat +0.65% ke level 3.4% dan USD Index melemah -0.34% ke level 102.1.

Pasar komoditas terpantau bergerak mayoritas menguat: minyak naik +1.09 ke level USD 80.3/bbl, batubara melemah -1.22% ke level USD 363.5/ton, nikel menguat +3.99% ke level USD 29,248 dan CPO menguat +0.52% ke level MYR 3,888. Sedangkan harga emas terpantau naik +0.89% ke level USD 1,924/toz.

Bursa Asia kemarin (19/01) ditutup cenderung melemah: Nikkei melemah -1.44%, Hang Seng melemah -0.12%, Shanghai melemah +0.49% sedangkan EIDO ditutup menguat +0.75%. IHSG ditutup menguat +0.80% ke level 6,816.9 dengan Investor asing hari ini mencatatkan keseluruhan net buy sebesar IDR 708.5 miliar. Net buy asing di pasar regular sebesar IDR 646.8 miliar dan net buy asing di pasar negosiasi sebesar IDR 61.7 miliar. Net buy asing tertinggi di pasar reguler dicetak oleh ASII (IDR 147.2 miliar), MDKA (IDR 115.1 miliar), dan BBRI (IDR 110.7 miliar). Net sell asing tertinggi di pasar reguler dicatatkan oleh BBCA (IDR 28.5 miliar), INCO (IDR 26.0 miliar), dan BMRI (IDR 22.5 miliar). Top leading movers emiten BMRI, ASII, UNTR, sementara top lagging movers emiten TLKM, CPIN, INDF.

 

Terjadi penambahan 339 kasus baru COVID-19 di Indonesia (19/01) dengan daily positivity rate sebesar 1.4%. Kasus sembuh sebanyak 433 dengan recovery rate sebesar 97.5%.

Pagi ini Nikkei dibuka melemah -0.33% dan KOSPI dibuka melemah tipis  -0.01%. Kami perkirakan IHSG hari ini akan cenderung melemah, seiring dengan sentimen global dan regional.

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