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.
Samuel Sekuritas Indonesia is a leading Indonesian securities brokerage firm. Established in 1997, the firm has grown to become one of the most respected and trusted financial services companies in the country. With a wide range of services and products, Samuel Sekuritas Indonesia has become a trusted partner to many investors, both institutional and individual.
The company offers a variety of financial services, including equity, debt and derivative securities brokerage services, research and portfolio management, asset management and capital market services, as well as a range of other investment solutions. Samuel Sekuritas Indonesia is also a leader in providing financial education and training, and has established itself as a leading provider of investor relations services.
The company has a strong research capability and is committed to providing its clients with up-to-date and reliable market analysis and recommendations. It also has a team of experienced and knowledgeable professionals who are dedicated to providing quality service to its clients. As a result, Samuel Sekuritas Indonesia has become a preferred partner for many investors in Indonesia.
In addition to its financial services, Samuel Sekuritas Indonesia also offers a range of other services, such as corporate finance and advisory services, mergers and acquisitions, and venture capital.