Research & Stock Picks

Morning Briefs

04 November 2024

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IHSG Berpotensi Menguat Hari Ini

Pasar saham AS ditutup menguat pada Jumat (1/11): Dow +0.69%, S&P 500 +0.41%, Nasdaq +0.80%. Pasar AS ditutup menguat di tengah pemilihan presiden yang makin dekat dan pertemuan FOMC November. Yield UST 10Y menguat +2.36% (+0.101 bps) ke 4.386%, dan USD Index naik +0.29% ke 104.3.

 

Pasar komoditas mayoritas bergerak turun Jumat kemarin (1/11); harga minyak WTI -1.61% ke level USD 69.49/bbl, harga minyak Brent -0.08% ke level USD 73.10/bbl, harga batubara -0.38% di level USD 145.0/ton, dan CPO +3.62% ke level MYR 4,865. Harga emas terpantau melemah -0.36% ke level USD 2,737/toz).

 

Bursa Asia ditutup mayoritas melemah Jumat kemarin (1/11): Kospi -0.54%, Hang Seng +0.93%, Nikkei -2.04% dan Shanghai -0.24%. IHSG ditutup melemah -0.91% ke level 7,505.3. Investor asing kemarin mencatatkan keseluruhan net sell sebesar IDR 114.8 miliar.Di pasar reguler, investor asing mencatatkan net sell sebesar IDR 616.1 miliar, dan pada pasar negosiasi tercatat net buy asing sebesar IDR 501.3 miliar. Net sell asing tertinggi di pasar reguler dicetak oleh BBRI (IDR 291.5 miliar), TLKM (IDR 74.2 miliar), dan BMRI (IDR 47.8 miliar). Net buy asing tertinggi di pasar reguler dicatatkan oleh ASII (IDR 45.5 miliar), MAPA (IDR 35.9 miliar), dan INDF (IDR 21.3 miliar). Top leading movers emiten BBCA, PANI, ADRO, sementara top lagging movers emiten BBRI, TPIA, AMMN.

 

Pagi ini, Kospi tercatat menguat +0.26%, sementara Nikkei tidak diperdagangkan hari ini. Kami memperkirakan IHSG bergerak menguat, didorong sentimen menguatnya pasar AS dan regional.

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RSH-241104
RSH-241104 - English

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RSH-241104
RSH-241104 - English

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