Research & Stock Picks

Morning Briefs

31 July 2023

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IHSG Berpotensi Bergerak Sideways

Pada penutupan Jumat lalu (28/7), pasar AS bergerak menguat. Dow Jones menguat +0.5%, S&P 500 menguat +0.99%, dan Nasdaq menguat +1.9%. Setelah The Fed meningkatkan suku bunga, sekarang investor akan beralih fokus pada  pendapatan big tech dan laporan pekerjaan AS untuk bulan Juli. Yield UST 10Y melemah -1.19% (-0.047 bps) pada level 3.9507%, dan USD index melemah -0.15% ke level 101.62.

 

Pasar komoditas terpantau sideways pada Jumat (28/7) kemarin; minyak WTI menguat +0.61%  ke level USD 80.58/bbl, Brent menguat +0.89% ke level USD 84.9/bbl, harga batubara melemah -3.56% di level USD 139.5/ton, nikel menguat +2.85% ke level USD 22,307 dan CPO melemah -1.3% ke level MYR 3,872. Harga emas terpantau menguat +0.69% ke level USD 1,959/toz).

 

Bursa Asia bergerak sideways pada Jumat (21/7) kemarin. Kospi menguat +0.17%, Nikkei melemah -0.4%,  Hang Seng menguat +1.41%, dan Shanghai menguat +1.84%. IHSG ditutup menguat +0.05% ke level 6,900.2. Indeks Saham Syariah Indonesia (ISSI) juga ikut menguat +0.02% ke level 208.6. Investor asing pada Jumat kemarin mencatatkan keseluruhan net sell sebesar IDR 727 miliar. Pada pasar reguler, investor asing mencatatkan net sell sebesar IDR 796.8 miliar, dan pasar negosiasi mencatatkan net buy asing sebesar IDR 69.8 miliar. Net sell asing tertinggi di pasar reguler didominasi oleh BBCA (IDR 390.7 miliar), TLKM (IDR 127 miliar), dan BBNI (IDR 112.6 miliar). Net buy asing tertinggi di pasar reguler dicatat oleh BMRI (IDR 57.1 miliar), MIDI (IDR 45.9 miliar), dan EXCL (IDR 44.8 miliar). Selain itu, top sector gainer adalah sektor IDXBASIC, sementara yang menjadi top sektor loser datang dari IDXTECH. Top leading movers emiten adalah BMRI, BBRI, ASII, sementara top lagging movers emiten adalah BYAN, BBCA, MDKA.

 

Pagi ini Nikkei melemah -0.4% dan KOSPI menguat +0.17%. Kami memperkirakan IHSG berpotensi sideways pada hari ini, seiring dengan sentimen beragam dari pergerakan bursa global dan bursa regional.

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