Research & Stock Picks

Morning Briefs

01 November 2024

By

IHSG Berpotensi Melemah Hari Ini

Pasar AS ditutup cenderung melemah pada Kamis (31/10): Dow -0.90%, S&P 500 -1.86%, Nasdaq -2.76%. Laporan pendapatan yang mengecewakan dari Meta dan Microsoft memicu kekhawatiran tentang prospek sektor teknologi ke depan. Yield UST 10Y turun -0.021bps (-0.5%) ke 4.29%, dan USD Index turun -0.33% ke 103.9.

 

Pasar komoditas ditutup melemah pada Kamis (31/10): Minyak WTI +2.38% ke USD 70.5/bbl, batu bara -0.66 % ke USD 144.1/ton, nikel -0.66% ke USD 15,507.6/ton, CPO 0%, dan emas -1.57% ke USD 2,744.0/toz.

 

Bursa Asia juga cenderung melemah pada Kamis (31/10): Nikkei -0.50%, KOSPI -1.45%, Hang Seng -0.31%, dan Shanghai +0.41%. EIDO -0.30%, sementara IHSG ditutup pada level 7,574 (+0.06%). Investor asing mencatatkan net sell sebesar IDR 340.6 miliar.Di pasar reguler, investor asing mencatatkan net sell sebesar IDR 85 miliar, dan pada pasar negosiasi tercatat net sell asing sebesar IDR 255.6 miliar. Net sell asing tertinggi di pasar reguler dicetak oleh BMRI (IDR 209.3 miliar), BBCA (IDR 139 miliar), dan ASII (IDR 109.4 miliar). Net buy asing tertinggi di pasar reguler dicatatkan oleh UNTR (IDR 113.9 miliar), INDF (IDR 84.9 miliar), dan PTRO (IDR 81 miliar). Top leading movers adalah BBRI, PANI, BREN, sementara top lagging movers adalah TLKM, GOTO, BBCA.

 

Nikkei dibuka melemah -2.29% dan KOSPI dibuka turun -0.54% pagi ini. Kami memperkirakan IHSG akan melemah hari ini, di tengah pelemahan pasar global, regional, dan komoditas.

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RSH-241101
RSH-241101 - English

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RSH-241101
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