Research & Stock Picks

Morning Briefs

25 July 2024

By

IHSG Berpotensi Melemah Hari Ini

Bursa AS ditutup melemah pada Rabu (24/7): Dow Jones -1.25%, S&P 500 -2.31%, dan Nasdaq -3.64%. Nasdaq turun lebih dari 3.5% dalam hari terburuk sejak 2022 setelah Tesla, Alphabet memicu penjualan besar-besaran saham teknologi besar.Yield UST 10Y naik +0.45% (+0.019 bps) ke 4.282%, dan indeks USD turun -0.05% ke 104.4.

 

Pasar komoditas ditutup mixed pada Rabu (24/7); Minyak WTI +0.08% ke USD 77.48/bbl, batu bara +0.25% ke USD 138.5/ton, CPO -0.68% ke MYR 3,926, dan emas -0.55% ke USD 2,443.9/toz.

 

Bursa Asia ditutup melemah pada Rabu (24/7): Kospi –0.56%, Hang Seng -0.91%, Nikkei -1.26% dan Shanghai -0.46%. IHSG menutup sesi di level 7,262 (-0.70%), dengan keseluruhan net sell sebesar IDR 618.4 miliar.Di pasar reguler, investor asing mencatatkan net sell sebesar IDR 623.3 miliar, dan pada pasar negosiasi tercatat net buy asing sebesar IDR 4.9 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). 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). Top leading movers emiten AMMN, ASII, BBNI, sementara top lagging movers emiten BMRI, TLKM, BREN.

 

Baik Kospi (-1.44%) maupun Nikkei (-2.28%) dibuka melemah pagi ini. Kami memperkirakan IHSG akan melemah hari ini, mengingat sentimen negatif dari pasar global dan regional.

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