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Morning Briefs

26 July 2024

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IHSG Berpotensi Melemah

Saham AS ditutup melemah pada Kamis (25/7): Dow +0.20%, S&P 500 -0.51%, Nasdaq -0.93%. Saham AS ditutup melemah yang dipimpin oleh penurunan saham Alphabet seiring dengan peningkatan kompetisi dengan munculnya AI.Yield UST 10Y turun -0.037bps (-0.87%) ke 4.24%, dan USD Index turun -0.03% ke 104.4.

 

Pasar komoditas ditutup melemah: Minyak WTI +1.03% menjadi USD 78.3/bbl, batu bara flat 0.0% di USD 135/ton, nikel -0.06% menjadi USD 15,817/ton, CPO -0.20% menjadi MYR 3,918. dan emas -1.44% menjadi USD 2,409/toz.

 

Bursa Asia sebagian besar ditutup melemah pada Kamis (25/7): Nikkei -3.28%, Hang Seng -1.77%, dan Shanghai -0.52%. Sedangkan EIDO -0.40%, sementara IHSG ditutup pada level 7,240.3 (-0.31%), dengan investor asing hari ini mencatatkan keseluruhan net buy sebesar IDR 398.2 miliar. Di pasar reguler, investor asing mencatatkan net buy sebesar IDR 98.6 miliar, dan pada pasar negosiasi tercatat net buy asing sebesar IDR 299.6 miliar. Net buy asing tertinggi di pasar reguler dicatatkan oleh ASII (IDR 65.6 miliar), ISAT (IDR 54.3 miliar), dan AMMN (IDR 52.4 miliar). Net sell asing tertinggi di pasar reguler dicetak oleh BMRI (IDR 287.4 miliar), BBRI (IDR 179.9 miliar), dan TLKM (IDR 106.4 miliar). Top leading movers emiten BBCA, BMRI, TLKM, sementara top lagging movers emiten BBRI, AMMN, BREN.

 

Nikkei (-0.20%) dan KOSPI (+0.53%) dibuka mixed pagi ini. Kami perkirakan IHSG akan melemah hari ini, seiring dengan sentimen dari pasar global dan regional.

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