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Morning Briefs

03 August 2023

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IHSG Berpotensi Bergerak Melemah

Pada penutupan perdagangan semalam (2/8) bursa AS ditutup melemah: Dow Jones turun -0.98%, S&P 500 turun -1.38% dan Nasdaq turun -2.17%. Penurunan terjadi setelah Fitch menurunkan peringkat default penerbit mata uang asing jangka panjang AS dan sentimen risk-off yang muncul kembali. Yield UST 10Y naik +0.0545bps (+1.36%) ke level 4.078% dan USD Index naik +0.28% ke level 102.59.

 

Pasar komoditas terpantau bergerak cenderung melemah: minyak WTI turun -2.31% ke level USD 79.49/bbl, emas turun -0.51% ke level USD 1,934.5/toz, nikel turun -3.64% ke level USD 21,452, batubara turun -0.43% ke level USD 138.3/ton sedangkan CPO naik +1.11% ke level MYR 3,915.

 

Pada perdagangan kemarin (2/8) bursa Asia juga ditutup melemah: Nikkei turun -2.30%, Hangseng turun -2.47% dan Shanghai turun -0.89%. EIDO juga ditutup turun -1.12%. Pada perdagangan kemarin IHSG juga ditutup turun -0.46% ke level IDR 6,854.5 dengan investor asing mencatatkan keseluruhan net buy sebesar IDR 4.8 triliun. Di pasar reguler, investor asing mencatatkan net sell sebesar IDR 283.8 miliar, dan pada pasar negosiasi tercatat net buy asing sebesar IDR 5.1 triliun. Net buy asing tertinggi di pasar reguler dicatatkan oleh AMMN (IDR 106.3 miliar), MEDC (IDR 29.5 miliar), dan ASII (IDR 28.9 miliar). Net sell asing tertinggi di pasar reguler dicetak oleh TLKM (IDR 132.9 miliar), BBCA (IDR 96.6 miliar), dan GGRM (IDR 83.2 miliar). Top leading movers emiten BBCA, BMRI, BBNI, sementara top lagging movers emiten BYAN, TLKM, GOTO.

 

Pagi ini pasar regional dibuka mixed: Nikkei naik +0.41%, Kospi naik +0.84%. Kami perkirakan hari ini IHSG akan bergerak melemah seiring dengan sentimen di pasar global.

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