Research & Stock Picks

Morning Briefs

29 September 2025

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IHSG Berpotensi Menguat Hari Ini

Pasar saham AS ditutup menguat pada Jumat (26/9): Dow +0.65%, S&P 500 +0.59%, Nasdaq +0.44%. Pasar AS ditutup menguat didorong oleh data PCE yang sejalan dengan konsensus, memperkuat ekspektasi pemangkasan suku bunga lebih lanjut. Yield UST 10Y menguat +0.41% (+0.017 bps) ke 4.187%, dan USD Index turun -0.41% ke 98.2.

 

Pasar komoditas bergerak mayoritas menguat Jumat kemarin (26/9); harga minyak WTI +1.14% ke level USD 65.72/bbl, harga minyak Brent +1.45% ke level USD 70.13/bbl, harga batubara +1.29% di level USD 106.5/ton, dan CPO -0.99% ke level MYR 4,396. Harga emas terpantau menguat +0.64% ke level USD 3,760/oz).

 

Bursa Asia ditutup mayoritas melemah Jumat kemarin (26/9): Kospi -2.45%, Hang Seng -1.35, Nikkei -0.87% dan Shanghai -0.65%. IHSG ditutup menguat +0.73% ke level 8,099.3. Investor asing mencatatkan keseluruhan net buy sebesar IDR 583 miliar. Di pasar reguler, investor asing mencatatkan net buy sebesar IDR 260.1 miliar, dan pada pasar negosiasi tercatat net buy asing sebesar IDR 322.9 miliar. Net buy asing tertinggi di pasar reguler dicatatkan oleh MBMA (IDR 128.7 miliar), BUMI (IDR 120.9 miliar), dan PTRO (IDR 103 miliar). Net sell asing tertinggi di pasar reguler dicetak oleh BBCA (IDR 268.4 miliar), BBRI (IDR 56.5 miliar), dan ANTM (IDR 40.5 miliar). Top leading movers emiten BRPT, MBMA, BREN, sementara top lagging movers emiten DSSA, BBCA, BBRI.

 

Pagi ini, Kospi tercatat menguat +0.91%, sementara Nikkei mencatatkan pelemahan -0.45%. Kami memperkirakan IHSG bergerak menguat, didorong sentimen positif pasar AS.

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RSH-250929
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