Research & Stock Picks

Morning Briefs

05 January 2026

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IHSG Berpotensi Menguat Hari Ini

Pasar saham AS ditutup beragam pada Jumat (2/1): Dow +0.66%, S&P 500 +0.19%, Nasdaq -0.03%. Pasar AS ditutup beragam meski saham-saham semikonduktor mencatatkan peningkatan. Yield UST 10Y naik +0.87% (+0.036 bps) ke 4.189%, dan USD Index naik +0.10% ke 98.4.

 

Pasar komoditas mayoritas bergerak turun Jumat kemarin (2/1); harga minyak WTI -0.17% ke level USD 57.32/bbl, harga minyak Brent -0.16% ke level USD 60.75/bbl, harga batubara +0.80% di level USD 105.5/ton, dan CPO -1.48% ke level MYR 3,990. Harga emas terpantau menguat +0.30% ke level USD 4,332/oz).

 

Bursa Asia ditutup menguat Jumat kemarin (2/1): Kospi +2.27%, Hang Seng +2.76%, Nikkei (closed) dan Shanghai (closed). IHSG ditutup menguat +1.17% ke level 8,748.1. Investor asing mencatatkan keseluruhan net buy sebesar IDR 1068.7 miliar. Di pasar reguler, investor asing mencatatkan net buy sebesar IDR 1141.4 miliar, dan pada pasar negosiasi tercatat net sell asing sebesar IDR 72.7 miliar. Net buy asing tertinggi di pasar reguler dicatatkan oleh BUMI (IDR 889.3 miliar), BRMS (IDR 252.4 miliar), dan DEWA (IDR 204 miliar). Net sell asing tertinggi di pasar reguler dicetak oleh BBRI (IDR 366.6 miliar), BBNI (IDR 83.7 miliar), dan RATU (IDR 54.8 miliar). Top leading movers emiten DCII, BUMI, BRMS, sementara top lagging movers emiten DSSA, SMMA, BBCA.

 

Pagi ini, Kospi tercatat menguat +1.74%, dan Nikkei juga mencatatkan penguatan +1.67%. Kami memperkirakan IHSG bergerak menguat, didorong sentimen positif pasar regional.

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