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Morning Briefs

15 July 2024

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IHSG Berpotensi Menguat Hari Ini

Pada penutupan Jumat kemarin (7/12), pasar AS bergerak menguat: Dow Jones +0.62%, S&P 500 +0.55%, dan Nasdaq +0.62%. Pada akhir pekan lalu, indeks Wall Street menguat, membawa Dow Jones menembus level 40K untuk pertama kalinya, didorong oleh saham Home Depot (+1.69%) dan Caterpillar (+1.35%). Menurut Fedwatch tool, probabilitas pemangkasan suku bunga pada 18 September naik menjadi 90.3% dari 72.2% minggu lalu. Yield UST 10Y menguat +0.9% (+0.038 bps) pada level 4.247%, dan USD index melemah -0.58% ke level 104.44.
Pasar komoditas terpantau menguat Jumat kemarin (7/12); harga minyak WTI +0.68% ke level USD 82.95/bbl, harga batubara +0.07% di level USD 133.75/ton, dan CPO +0.43% ke level MYR 3,935. Harga emas terpantau menguat +1.68% ke level USD 2,418.2/toz).
Bursa Asia bergerak sideways Jumat kemarin (7/12): Kospi -1.19%, Hang Seng +2.59%, Nikkei -2.45% dan Shanghai +0.03%. IHSG ditutup menguat +0.37% ke level 7,327.6. Investor asing kemarin mencatatkan keseluruhan net buy sebesar IDR 1,240.3 miliar. Di pasar reguler, investor asing mencatatkan net buy sebesar IDR 652.3 miliar, dan pada pasar negosiasi tercatat net buy asing sebesar IDR 588 miliar. Net buy asing tertinggi di pasar reguler didominasi oleh CMRY (IDR 454.4 miliar), BMRI (IDR 280.5 miliar), dan BBRI (IDR 198.7 miliar). Net sell asing tertinggi di pasar reguler dicatat oleh BREN (IDR 45.6 miliar), BBNI (IDR 35.3 miliar), dan TOWR (IDR 28.6 miliar). Adapun top sector gainer adalah sektor IDXPROP, sementara yang menjadi top sector loser adalah sektor IDXTECH. Top leading movers emiten BBRI, BBNI, TLKM, sementara top lagging movers emiten BYAN, TPIA, TCPI.
Pagi ini, Kospi tercatat menguat +0.48%, sementara Nikkei tutup. Kami memperkirakan IHSG bergerak menguat hari ini seiring dengan menguatnya mayoritas indeks di bursa Wall Street, menguatnya harga komoditas dan berlanjutnya aksi beli investor asing.

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