Research & Stock Picks

Morning Briefs

02 September 2024

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IHSG Berpotensi Menguat Hari Ini

Pasar saham AS ditutup menguat pada Jumat (30/8): Dow +0.55%, S&P 500 +1.01%, Nasdaq +1.13%. Pasar AS ditutup menguat seiring dengan Dow Jones mencatatkan rekor baru dan S&P 500 mencatatkan peningkatan 25% dalam 12 bulan terakhir. Yield UST 10Y menguat +1.06% (+0.041 bps) ke 3.909%, dan USD Index naik +0.35% ke 101.7.

 

Pasar komoditas mayoritas melemah Jumat kemarin (30/8); harga minyak WTI -3.08% ke level USD 73.55/bbl, harga minyak Brent -3.77% ke level USD 76.93/bbl, harga batubara +0.48% di level USD 145.3/ton, dan CPO +0.91% ke level MYR 3,978. Harga emas terpantau melemah -0.67% ke level USD 2,503/toz).

 

Bursa Asia ditutup menguat Jumat kemarin (30/8): Kospi +0.45%, Hang Seng +1.14%, Nikkei +0.74% dan Shanghai +0.68%. IHSG ditutup menguat +0.57% ke level 7,670.7. Investor asing kemarin mencatatkan keseluruhan net buy sebesar IDR 11,207.8 miliar.Di pasar reguler, investor asing mencatatkan net buy sebesar IDR 1,115.3 miliar, dan pada pasar negosiasi tercatat net buy asing sebesar IDR 10,092.5 miliar. Net buy asing tertinggi di pasar reguler dicatatkan oleh BBRI (IDR 237 miliar), BMRI (IDR 210.4 miliar), dan BBCA (IDR 156.6 miliar). Net sell asing tertinggi di pasar reguler dicetak oleh ANTM (IDR 361.4 miliar), MAPA (IDR 27.1 miliar), dan NISP (IDR 19 miliar). Top leading movers emiten TPIA, BREN, BBCA, sementara top lagging movers emiten AMMN, KPIG, BYAN.

 

Pagi ini, Kospi tercatat menguat +0.35%, dan Nikkei juga mencatatkan penguatan +1.25%. Kami memperkirakan IHSG bergerak menguat,  dikarenakan menguatnya pasar AS dan regional.

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RSH-240902
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