Research & Stock Picks

Morning Briefs

25 January 2024

By

IHSG Berpotensi Bergerak Sideways

Pada perdagangan semalam (24/1) bursa AS ditutup mixed: Dow Jones -0.26%, S&P 500 +0.08% dan Nasdaq +0.36%. Pergerakan di pasar didukung oleh naiknya beberapa saham teknologi seperti Netflix & Microsoft serta investor masih menanti rilis laporan pendapatan. Yield UST 10Y naik +0.47bps (+1.14%) ke level 4.18% dan USD Index turun -0.37% ke level 103.24.

 

Dari pasar komoditas ditutup mixed: minyak +1.41% ke level USD 75.42/bbl, nikel +1.68% ke level USD 16,292 dan CPO +2.44% ke level MYR 3,992. Sedangkan emas -0.50% ke level USD 2,035/toz dan batubara -1.30% ke level USD 121.65/ton.

 

Bursa regional pada perdagangan kemarin (24/1) ditutup cenderung menguat: Hangseng +3.6%, Shanghai +1.80% sedangkan Nikkei -0.80%. EIDO ditutup melemah -0.14%. Pada perdagangan kemarin IHSG juga ditutup melemah -0.39% di level IDR 7,227.8 dengan investor asing mencatatkan keseluruhan net buy sebesar IDR 1.48 triliun. Di pasar reguler, investor asing mencatatkan net sell sebesar IDR 820.1 miliar, dan pada pasar negosiasi tercatat net buy asing sebesar IDR 2.3 triliun. Net buy asing tertinggi di pasar reguler dicatatkan oleh TPIA (IDR 41.4 miliar), FILM (IDR 26.9 miliar), dan BRIS (IDR 16 miliar). Net sell asing tertinggi di pasar reguler dicetak oleh ASII (IDR 400.4 miliar), BMRI (IDR 185.9 miliar), dan BBRI (IDR 139 miliar). Top leading movers emiten SMMA, TLKM, MDKA, sementara top lagging movers emiten BMRI, BREN, BBRI.

 

Pagi ini bursa regional dibuka melemah: Kospi -0.07% dan Nikkei -0.03%. Kami perkirakan IHSG akan bergerak sideways seiring mixed sentimen di bursa global.

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