Research & Stock Picks

Morning Briefs

12 December 2025

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IHSG Berpotensi Menguat Hari Ini

Pasar saham AS ditutup beragam pada Kamis (11/12): Dow +1.34%, S&P 500 +0.21%, Nasdaq -0.26%. Pasar AS ditutup beragam di tengah pemotongan suku bunga Fed 25 bps serta laporan keuangan perusahaan teknologi yang di bawah ekspektasi. Yield UST 10Y naik +0.12% (+0.005 bps) ke 4.160%, dan USD Index turun -0.32% ke 98.3.

 

Pasar komoditas bergerak beragam Kamis kemarin (11/12); harga minyak WTI -1.78% ke level USD 57.89/bbl, harga minyak Brent -1.76% ke level USD 61.56/bbl, harga batubara -1.25% di level USD 106.8/ton, dan CPO +0.07% ke level MYR 4,064. Harga emas terpantau menguat +1.24% ke level USD 4,280/oz).

 

Bursa Asia ditutup melemah Kamis kemarin (11/12): Kospi -0.59%, Hang Seng -0.04%, Nikkei -0.90% dan Shanghai -0.70%. IHSG ditutup melemah -0.92% ke level 8,620.5. Investor asing mencatatkan keseluruhan net buy sebesar IDR 1,357.9 miliar. Di pasar reguler, investor asing mencatatkan net sell sebesar IDR 59.5 miliar, dan pada pasar negosiasi tercatat net buy asing sebesar IDR 1,417.4 miliar. Net buy asing tertinggi di pasar reguler dicatatkan oleh DEWA (IDR 539.8 miliar), PTRO (IDR 98.7 miliar), dan BMRI (IDR 81.1 miliar). Net sell asing tertinggi di pasar reguler dicetak oleh BBRI (IDR 223.4 miliar), BBCA (IDR 161.6 miliar), dan BKSL (IDR 143.7 miliar). Top leading movers emiten BUMI, PTRO, TPIA, sementara top lagging movers emiten MORA, TLKM, ASII.

 

Pagi ini, Kospi tercatat menguat +0.38%, dan Nikkei juga mencatatkan penguatan +1.04%. Kami memperkirakan IHSG bergerak menguat, didorong sentimen positif pasar regional.

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