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Morning Briefs

26 June 2023

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IHSG Berpotensi Melemah

Pada penutupan Jumat lalu (23/6), pasar AS bergerak melemah. Dow Jones melemah -0.65%, S&P 500 melemah -0.77%, dan Nasdaq melemah -1.01%. Pasar Asia-Pasifik diperkirakan akan dibuka dengan lemah pada akhir Juni ini setelah pasar Amerika Serikat mengakhiri tren kemenangan. Kekhawatiran ekonomi meningkat karena lonjakan suku bunga di Eropa dan Amerika Serikat. Di Eropa, terjadi pemberontakan singkat oleh kelompok militer swasta Wagner di Rusia, yang dapat membuat pasar tegang. Yield UST 10Y melemah -1.58% (-0.06 bps) pada level 3.737%, dan USD index menguat +0.5% ke level 102.90.

 

Pasar komoditas terpantau sideways pada Jumat (23/6) kemarin; minyak WTI melemah -0.46%  ke level USD 69.16/bbl, Brent melemah -0.39% ke level USD 73.9/bbl, harga batubara melemah -1.31% di level USD 139.15/ton, nikel melemah -1.06% ke level USD 21,400 dan CPO menguat +1.54% ke level MYR 3,624. Harga emas terpantau menguat +0.33% ke level USD 1,929/toz).

 

Bursa Asia bergerak melemah pada Jumat (23/6) kemarin. Kospi melemah -0.91%, Nikkei melemah -1.45%,  dan Hang Seng melemah -1.71%. Sementara itu, Shanghai tutup. IHSG ditutup melemah -0.19% ke level 6,639.7. Indeks Saham Syariah Indonesia (ISSI) menguat +0.16% ke level 199.3. Investor asing pada Jumat kemarin mencatatkan keseluruhan net sell sebesar IDR 693.5 miliar. Pada pasar reguler, investor asing mencatatkan net sell sebesar IDR 536.4 miliar, dan pasar negosiasi mencatatkan net sell asing sebesar IDR 157.1 miliar. Net sell asing tertinggi di pasar reguler didominasi oleh BBRI (IDR 213.1 miliar), BMRI (IDR 67.9 miliar), dan PTBA (IDR 40 miliar). Net buy asing tertinggi di pasar reguler dicatat oleh ISAT (IDR 29.8 miliar), ASII (IDR 25.3 miliar), dan ANTM (IDR 20.5 miliar). Selain itu, top sector gainer pada Jumat (16/6) adalah sektor IDXBASIC, sementara yang menjadi top sektor loser datang dari IDXTECH. Top leading movers emiten adalah MDKA, BYAN, INKP, sementara top lagging movers emiten adalah BBRI, GOTO, ARTO.

 

Pagi ini Nikkei melemah -1.45% dan KOSPI juga ikut melemah -0.91%. Kami memperkirakan IHSG berpotensi melemah pada hari ini, seiring dengan sentimen beragam dari pergerakan bursa global dan bursa regional.

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