Research & Stock Picks

Morning Briefs

14 November 2023

By

IHSG Berpotensi Melanjutkan Penguatan

Bursa AS ditutup mixed pada Senin (11/13): Dow Jones +0.16%, S&P 500 -0.08% dan Nasdaq -0.22%. Bursa saham tampak tidak terpengaruh oleh keputusan Moody's untuk menurunkan outlook utang pemerintah AS dari ‘stabil’ menjadi ‘negatif’. Yield UST 10Y naik +0.02% (+0.010 bps) ke 4.647%, dan USD Index turun -0.23% ke 105.66.

 

Pasar komoditas ditutup mixed pada Senin (11/13): Minyak WTI +1.41% ke USD 78.26/bbl, batu bara -1.01% ke USD 122/ton, nikel +0.9% ke USD 17,397, CPO tutup, dan emas +0.65% menjadi USD 1,950.2/toz.

 

Bursa Asia ditutup menguat pada Senin (11/13); Nikkei +0.05%, Hang Seng +1.3%, Shanghai +0.25%, dan KOSPI -0.24%. IHSG menutup sesi di level 6,838.3 (+0.43%), dengan net sell asing sebesar IDR 108.3 miliar; net sell -IDR 114.2 miliar di pasar reguler, dan net buy IDR 5.9 miliar di pasar negosiasi. Net sell asing terbesar di pasar reguler dicatatkan oleh GOTO (IDR 105.7 miliar), BBRI (IDR 97.4 miliar), dan ASII (IDR 58.2 miliar). Net buy asing terbesar di pasar reguler dicatatkan oleh AMMN (IDR 75.6 miliar), BBCA (IDR 35.3 miliar), dan BMRI (IDR 31.5 miliar). Top leading mover adalah AMMN, GOTO, BYAN, sedangkan top lagging mover adalah BBRI, ASII, TLKM.

 

Pasar regional pagi ini dibuka menguat: Nikkei naik +0.56% dan Kospi naik +1.03%. Kami memperkirakan IHSG akan menguat hari ini, mengingat sentimen positif dari pasar regional.

Share This:

Highlights

RSH-231114
RSH-231114 - English

Download PDF

RSH-231114
RSH-231114 - English

More Related

Morning Briefs

Mar 7, 2025

1M25 Performances Cement Concerns on the Banks – Underweight

sawit

Company Reports

Mar 7, 2025

Palm Oil Weekly (28 February – 6 March 2025): Avg. CPO MYR 4,574 (-3.5% WoW)

harga minyak turun

Company Reports

Mar 7, 2025

Oil Weekly (28 February – 6 March 2025): Avg. USD 70.9/bbl (-3.9% WoW)

Economic Reports

Mar 7, 2025

Indonesia Foreign Exchange Reserves: 7 March 2025

Morning Briefs

Mar 7, 2025

IHSG Diperkirakan Sideways Hari Ini

Technical Stock Analysis

Mar 7, 2025

Daily Stock Technical – Mar 07, 2025

Economic Reports

Mar 7, 2025

Samuel Daily Economic Insights 7 March 2025

Morning Briefs

Mar 6, 2025

JCI is Expected to Move Up Today

Technical Stock Analysis

Mar 6, 2025

Daily Stock Technical – Mar 06, 2025

Economic Reports

Mar 5, 2025

Samuel Daily Economic Insights 6 March 2025

Company Reports

Mar 5, 2025

SSI Surveillance: Raw Materials (26 February – 4 March 2025)

Company Reports

Mar 5, 2025

SSI Surveillance: Poultry Mid-Weekly (24 – 28 February 2025)

Technical Stock Analysis

Mar 5, 2025

Daily Stock Technical – Mar 05, 2025

Morning Briefs

Mar 5, 2025

IHSG Diperkirakan Sideways Hari Ini

Economic Reports

Mar 4, 2025

Samuel Daily Economic Insights 5 March 2025

Technical Stock Analysis

Mar 4, 2025

Daily Stock Technical – Mar 04, 2025

Economic Reports

Mar 4, 2025

Samuel Daily Economic Insights 4 March 2025

Company Reports

Mar 3, 2025

SSMS: BUY (Initiation), TP: IDR 2,500 – Plantation Powerhouse

Economic Reports

Mar 3, 2025

Indonesia Manufacturing PMI: 3 March 2025

Economic Reports

Mar 3, 2025

Indonesia February Inflation: 3 March 2025

Economic Reports

Mar 3, 2025

Samuel Monthly Economic Insights

Technical Stock Analysis

Mar 3, 2025

Daily Stock Technical – Mar 03, 2025

Morning Briefs

Mar 3, 2025

IHSG Diperkirakan Menguat Hari Ini

harga cpo naik

Company Reports

Feb 28, 2025

Palm Oil Weekly (21 – 27 February 2025): Avg. CPO MYR 4,742 (-0.4% WoW)

Technical Stock Analysis

Feb 28, 2025

Daily Stock Technical – Feb 28, 2025

Morning Briefs

Feb 28, 2025

IHSG Diperkirakan Melemah Hari Ini

Economic Reports

Feb 27, 2025

Samuel Daily Economic Insights 28 February 2025

Morning Briefs

Feb 27, 2025

Economic Reports

Feb 26, 2025

Samuel Daily Economic Insights 27 February 2025

Technical Stock Analysis

Feb 26, 2025

Daily Stock Technical – Feb 26, 2025

Economic Reports

Feb 25, 2025

Samuel Daily Economic Insights 26 February 2025

Company Reports

Feb 25, 2025

ALII: BUY, TP: IDR 550 – Accelerating

Technical Stock Analysis

Feb 25, 2025

Daily Stock Technical – Feb 25, 2025

Economic Reports

Feb 24, 2025

Samuel Daily Economics Insights 25 February 2025

harga nikel tertekan

Company Reports

Feb 24, 2025

Nickel Weekly (17 – 21 February 2025): Avg. USD 25,229/ton (-0.1% WoW)

emas menguat

Company Reports

Feb 24, 2025

Gold Weekly (17 – 21 February 2025): Avg. USD 2,928/oz (+0.8% WoW)

tembaga mengalami kenaikan

Company Reports

Feb 24, 2025

Copper Weekly (17 – 21 January 2025): Avg. USD 9,406/ton (+0.1% WoW)

Economic Reports

Feb 24, 2025

Samuel Weekly Economic Insights 24 February 2025

Morning Briefs

Feb 24, 2025

IHSG Berpotensi Melemah Hari Ini

Technical Stock Analysis

Feb 24, 2025

Daily Stock Technical – Feb 24, 2025

Company Reports

Feb 21, 2025

ACES: 1M25 Monthly SSSG

tren harga CPO

Company Reports

Feb 21, 2025

Palm Oil Weekly (14 – 20 February 2025): Avg. CPO MYR 4,760 (+1.9% WoW)

Technical Stock Analysis

Feb 21, 2025

Daily Stock Technical – Feb 21, 2025

Morning Briefs

Feb 21, 2025

IHSG Diperkirakan Bergerak Melemah Hari Ini

Economic Reports

Feb 20, 2025

Samuel Daily Economic Insights 21 February 2025

Economic Reports

Feb 20, 2025

Current Account Balance 4Q24: 20 February 2025

Company Reports

Feb 20, 2025

SSI Surveillance: Raw Materials (12 February – 18 February 2025)

Technical Stock Analysis

Feb 20, 2025

Daily Stock Technical – Feb 20, 2025

Morning Briefs

Feb 20, 2025

JCI is Expected to Move Sideways Today

Economic Reports

Feb 19, 2025

BI’s 7-Day Repo Rate: 19 February 2025

laba unvr

Company Reports

Feb 19, 2025

Unilever Indonesia (UNVR): IDR 1,375 — HOLD, SSI TP: IDR 1,400 (From IDR 1,800); Cons. TP: IDR 1,822

Company Reports

Feb 19, 2025

4-Wheelers Auto Sales, 1M25

Morning Briefs

Feb 19, 2025

IHSG Diperkirakan Bergerak Sideways Hari Ini

Feb 19, 2025

Daily Stock Technical – Feb19, 2025

Economic Reports

Feb 18, 2025

Samuel Daily Economic Insights 19 February 2025

Company Reports

Feb 18, 2025

RAJA: BUY (Maintain), TP: IDR 5,000 (from 2,200) – Hail Caesar!

Technical Stock Analysis

Feb 18, 2025

Daily Stock Technical – Feb18, 2025

Economic Reports

Feb 17, 2025

Samuel Daily Economics Insights 18 February 2025

Company Reports

Feb 17, 2025

SSI Surveillance: Indonesia’s December 2024 Retail Sales Index

Economic Reports

Feb 17, 2025

Balance of Trade: 17 February 2025

harga nikel tertekan

Company Reports

Feb 17, 2025

Nickel Weekly (10 – 14 February 2025): Avg. USD 15,247/ton (+0.2% WoW)

kenaikan harga emas

Company Reports

Feb 17, 2025

Gold Weekly (10 – 14 February 2025): Avg. USD 2,904/oz (+2.0% WoW)

harga tembaga melonjak

Company Reports

Feb 17, 2025

Copper Weekly (10 – 14 January 2025): Avg. USD 9,397/ton (+3.6% WoW)

Economic Reports

Feb 17, 2025

Samuel Weekly Economic Insights 17 February 2025

Morning Briefs

Feb 17, 2025

IHSG Berpotensi Sideways Hari Ini

Technical Stock Analysis

Feb 17, 2025

Daily Stock Technical – Feb17, 2025

Tantangan Batu Bara di Akhir 2024

Company Reports

Feb 14, 2025

Coal Weekly (07 – 13 February 2025): Avg. USD 108.0/ton (-7.1% WoW)

pertumbuhan solid oil n gas

Company Reports

Feb 14, 2025

Oil Weekly (07 – 13 February 2025): Avg. USD 75.5/bbl (-0.02% WoW)

harga cpo naik

Company Reports

Feb 14, 2025

Palm Oil Weekly (7 – 13 February 2025): Avg. CPO MYR 4,671 (+4.3% WoW)

Morning Briefs

Feb 14, 2025

JCI is Expected to Move Up Today

Technical Stock Analysis

Feb 14, 2025

Daily Stock Technical – Feb14, 2025

Economic Reports

Feb 13, 2025

Samuel Daily Economic Insights 14 Februari 2025

Company Reports

Feb 13, 2025

SSI Surveillance: Raw Materials (5 February – 11 February 2025)

Company Reports

Feb 13, 2025

SSI Surveillance: Poultry Mid-Weekly (03 – 07 February 2025)

Company Reports

Feb 13, 2025

Indosat (ISAT): IDR 1,740 – BUY, SSI TP: IDR 2,000 (From: IDR 2,800); Cons. TP: IDR 2,977

Technical Stock Analysis

Feb 13, 2025

Daily Stock Technical – Feb13, 2025

Morning Briefs

Feb 13, 2025

IHSG Berpotensi Menguat Hari Ini

Economic Reports

Feb 12, 2025

Samuel Daily Economic Insights 12 February 2025

Morning Briefs

Feb 12, 2025

IHSG Berpotensi Melemah Hari Ini

Technical Stock Analysis

Feb 12, 2025

Daily Stock Technical – Feb12, 2025

Economic Reports

Feb 11, 2025

Samuel Daily Economic Insights 11 February 2025

Economic Reports

Feb 11, 2025

Indonesia Consumer Confidence Index: 11 February 2025

Technical Stock Analysis

Feb 11, 2025

Daily Stock Technical – Feb11, 2025

Economic Reports

Feb 11, 2025

Samuel Daily Economic Insights 11 February 2025

emas melesat

Company Reports

Feb 10, 2025

Gold Weekly (3 – 7 February 2025): Avg. USD 2,849/oz (+2.8% WoW)

harga nikel merosot

Company Reports

Feb 10, 2025

Nickel Weekly (3 – 7 February 2025): Avg. USD 15,215/ton (-0.2% WoW)

harga tembaga turun

Company Reports

Feb 10, 2025

Copper Weekly (3 – 7 January 2025): Avg. USD 9,068/ton (+1.3% WoW)

Economic Reports

Feb 10, 2025

Samuel Weekly Economic Insights 10 February 2025

Technical Stock Analysis

Feb 10, 2025

Daily Stock Technical – Feb10, 2025

Morning Briefs

Feb 10, 2025

IHSG Berpotensi Melemah Hari Ini

batu bara china

Company Reports

Feb 7, 2025

Coal Weekly (31 Jan – 06 Feb 2025): Avg. USD 116.2/ton (-0.2% WoW)

harga minyak

Company Reports

Feb 7, 2025

Oil Weekly (31 Jan – 06 Feb 2025): Avg. USD 75.6/bbl (-2.3% WoW)

Economic Reports

Feb 7, 2025

Indonesia Foreign Exchange Reserves: 7 February 2025

tren harga CPO

Company Reports

Feb 7, 2025

Palm Oil Weekly (31 January – 6 February 2025): Avg. CPO MYR 4,477 (-0.7% WoW)

Technical Stock Analysis

Feb 7, 2025

Daily Stock Technical – Feb07, 2025

Company Reports

Feb 7, 2025

XL Axiata (EXCL): IDR 2,290 – SELL, SSI TP: IDR 2,000; Cons. TP: IDR 2,944

Morning Briefs

Feb 7, 2025

IHSG Berpotensi Melemah Hari Ini

Economic Reports

Feb 6, 2025

Samuel Daily Economic Insights 6 February 2025

rekor harga tertinggi kakao dan kopi

Company Reports

Feb 6, 2025

SSI Surveillance: Raw Materials (29 January – 4 February 2025)