Research & Stock Picks

Economic & Fixed Income

13 July 2023

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IHSG Berpotensi Melanjutkan Penguatan

Pada perdagangan semalam (12/7) bursa AS ditutup menguat: Dow Jones naik +0.25%, S&P 500 naik +0.74% dan Nasdaq naik +1.15%. Penguatan terjadi setelah pengumuman data inflasi CPI Juni sebesar 3.0% YoY. Yield UST 10Y turun -0.111bps (-2.79%) ke level 3.86% dan USD Index turun -1.19% ke level 100.52.

 

Pasar komoditas ditutup mixed: minyak naik +1.44% ke level USD 74.8/bbl, emas naik +1.26% ke level USD 1,962.4/toz, nikel naik +4.43% ke level USD 21,628, batu bara turun -4.44% ke level USD 128.05/ton dan CPO naik +1.02% ke level MYR 3,928.

 

Bursa Asia pada perdagangan kemarin (12/7) ditutup mixed: Nikkei turun -0.81%, Hang Seng naik +1.08% dan Shanghai turun -0.78%. Sedangkan untuk EIDO naik +2.73%. IHSG kemarin ditutupĀ  menguat +0.17% ke level 6,808.21 dengan investor asing mencatatkan keseluruhan net buy sebesar IDR 544.2 miliar. Di pasar reguler, investor asing mencatatkan net buy sebesar IDR 435.4 miliar, dan pada pasar negosiasi tercatat net buy asing sebesar IDR 108.8 miliar. Net buy asing tertinggi di pasar reguler dicatatkan oleh BBCA (IDR 342.5 miliar), BBRI (IDR 162 miliar), dan TLKM (IDR 37.5 miliar). Net sell asing tertinggi di pasar reguler dicetak oleh BBNI (IDR 142.2 miliar), BMRI (IDR 22.6 miliar), dan SMGR (IDR 18.3 miliar). Top leading movers emiten BBCA, GOTO, BBRI, sementara top lagging movers emiten BYAN, ADRO, UNTR.

 

Pagi ini pasar regional dibuka menguat Nikkei naik +0.50% dan Kospi naik +0.58%. Kami perkirakan IHSG hari ini akan melanjutkan penguatan seiring dengan semtimen global dan regional.

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RSH-230713 - English
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RSH-230713 - English
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