Research & Stock Picks

Morning Briefs

29 July 2024

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IHSG Berpotensi Menguat Hari Ini

Pada penutupan Jumat lalu (26/7), pasar AS bergerak menguat: Dow Jones +1.64%, S&P 500 +1.11%, dan Nasdaq +1.03%. Indeks yang oversold, pertumbuhan GDP yang melampaui ekspektasi, keyakinan investor terkait pemotongan suku bunga oleh The Fed, serta data PCE bulan Juni yang sesuai ekspektasi (0.1% mom/2.5% yoy), semuanya menjadi sentimen positif yang mendorong penguatan pasar. Yield UST 10Y melemah -0.99% (-0.042 bps) ke level 4.199%, dan USD index melemah -0.04% ke level 104.3.

Pasar komoditas terpantau cenderung menguat Jumat lalu (26/7); harga minyak WTI -1.44% ke level USD 77.16/bbl, harga minyak Brent -1.51% ke level USD 81.13/bbl, harga batubara +0.61% di level USD 139.25/ton, dan CPO +0.59% ke level MYR 3,941. Harga emas terpantau menguat +1.03% ke level USD 2,387.2/toz).

Bursa Asia bergerak mayoritas menguat Jumat lalu (26/7): Kospi +0.78%, Hang Seng +0.1%, Nikkei -0.53% dan Shanghai +0.14%. IHSG ditutup menguat +0.66% ke level 7,288.2. Investor asing mencatatkan net buy sebesar IDR 366.7 miliar. Di pasar reguler, investor asing mencatatkan net buy sebesar IDR 523.3 miliar, dan pada pasar negosiasi tercatat net sell asing sebesar IDR 156.6 miliar. Net buy asing tertinggi di pasar reguler didominasi oleh BBCA (IDR 199.3 miliar), ASII (IDR 172.9 miliar), dan BBRI (IDR 76.8 miliar). Net sell asing tertinggi di pasar reguler dicatat oleh DSSA (IDR 220 miliar), BBNI (IDR 66.8 miliar), dan BMRI (IDR 54.2 miliar). Top leading movers adalah BREN, BBRI, ASII, sementara top lagging movers adalah BYAN, GOTO, BMRI.

Pagi ini, Kospi tercatat +1.09%, dan Nikkei 2.12%. Kami memperkirakan IHSG akan bergerak menguat hari ini, didukung dengan menguatnya pasar AS dan pasar komoditas serta berlanjutnya aksi beli investor asing di pasar Indonesia.

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