Research & Stock Picks

Morning Briefs

06 March 2024

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IHSG Berpotensi Bergerak Melemah

Pada perdagangan semalam (5/3) bursa AS ditutup melemah: Dow Jones -1.04%, S&P 500 -1.02% dan Nasdaq -1.65%. Pelemahan pasar disebabkan karena penurunan saham-saham teknologi seperti Apple yang turun -3% pada perdagangan semalam. Yield UST10Y turun -66bps (-1.56%) ke level 4.15% dan USD Index turun -0.05% ke level 103.78.

 

Dari pasar komoditas terpantau mayoritas menguat: emas +0.93% ke level USD 2,142/toz, nikel +0.91% ke level USD 17,930, batubara +0.89% ke level USD 141.4/ton, dan CPO +1.24% ke level MYR 3,989. Sedangkan minyak -0.90% ke level USD 78.2/bbl.

 

Bursa regional ditutup mixed pada perdagangan kemarin (5/3): Nikkei -0.03%, Hangseng -2.61% dan Shanghai +0.28%. EIDO ditutup melemah -0.14%. Dari Indonesia sendiri, IHSG kemarin ditutup melemah -0.33% ke level IDR 7,253 dengan Investor asing mencatatkan keseluruhan net sell sebesar IDR 764.9 miliar. Pasar reguler asing mencatatkan net sell sebesar IDR 301.6 miliar, dan pada pasar negosiasi tercatat net sell sebesar IDR 463.3 miliar. Net sell asing tertinggi di pasar reguler dicetak oleh ASII (IDR 118.5 miliar), TLKM (IDR 109.1 miliar), dan BBCA (IDR 35.8 miliar). Net buy asing tertinggi di pasar reguler dicatatkan oleh ADRO (IDR 55.6 miliar), ITMA (IDR 31.1 miliar), dan PTBA (IDR 25.9 miliar). Top leading movers emiten BBRI, BBCA, ADRO, sementara top lagging movers emiten BREN, TLKM, ASII.

 

Pagi ini bursa regional dibuka melemah: Nikkei -0.76% dan Kospi -0.39%. Kami perkirakan IHSG akan melanjutkan pelemahannya seiring sentimen bursa global dan regional.

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RSH-240306 - English
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RSH-240306 - English
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